It seems we are being beaten to death with good intentions. |
Key trends will be shifts to dual-core processors for PCs, and multi-core processors for servers, to increase performance while maintaining or decreasing chip power consumption. ASPs for all platforms have increased with the economic recovery and will continue to increase with these shifts before price degradation begins. |
One of our concerns was smaller members who might not be very sophisticated might be swept into this. |
Up until mid-2004, Intel was still charging down the line of high-performance, single-core technologies, but they ran up against the physics brick wall. Intel is still behind the curve a little and won't have a compelling solution until [later in] 2006. |
We need to really look at the hardware but also at the services model. The biggest constraining factor is consolidating that and bringing down its price level and complexity. |