Based on data from the mid-quarter update, we don't expect significant surprises in product or geography mix. |
Intel's Core architecture will address the power gap in the server and desktop segments, and the larger, shared L2 cache will address memory bandwidth/latency issues related to Intel's front side bus design. |
Really, they're behind the curve. They've lost to AMD on multiple directions, but the most important have been energy and power. |
We believe the verdict, not yet binding, introduces fresh concerns on the company's cash position as well as the outlook for the DSL business. |