13 ordspråk av Doug Freedman

Doug Freedman

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The landscape is changing. I just don't know what Intel can do to stop it.

They are waiting for new chips and for a reason to upgrade.

I still have my concerns that the company is going to run into some problems in the back half of the year.

Ultimately, when the market settles, I think that there will be three major players and about six niche players.

AMD is a little bit ahead on dual core, so they will see better sales.

We believe there will be an AMD/Dell deal announced very soon; more specifically, we believe it will come as early as March.

We believe there will be an AMD/Dell deal announced very soon; more specifically, we believe it will come as early as March and involve Dell notebooks. The deal will likely mature from there to include servers and desktops, in that order, in subsequent months.

There are pretty high expectations. Intel needs to show their technology road map and prove it.

There's no way they can spin this one positively. It will put unit growth behind estimates.

It's very similar to the way that Dell got started.

We believe that IM Flash has been successful advancing the NAND roadmap, with 5-to-10 percent of production on 72-nm [technology]. We also believe MLC devices are very close to sampling, with engineering devices available for evaluation.

Any way you slice it this company did what they said they would do, and their major competitor, Intel, struggles vastly.

There had been concerns that when you start up a new factory, it's not as efficient because it's new and you're still learning how to operate it properly.

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