Intel is coming off a time when nobody got fired for buying Intel. Their hardware sold at a premium. We've been watching prices drop like falling rain over the past two years. But the company has a cost structure like the good old days. |
Intel's business probably couldn't take a hit to their credibility without ramifications, |
There's no denying that AMD's presence has changed the rules for Intel, |
There's no denying that AMD's presence has changed the rules for Intel. |
They learned a lot about tuning in their manufacturing with the K6, ... They're much more efficient now. |
They learned a lot about tuning in their manufacturing with the K6. They're much more efficient now. |
They're certainly saying all the right words, but after their history, everyone's waiting to see them execute. |