Historically, the highest-end chips of this year become the mid-range chips of next year. That's always been the case, ... Two years ago, people were asking why they needed a 200 MHz Pentium processor. Now, most people wouldn't be caught without at least that. |
Historically, the highest-end chips of this year become the mid-range chips of next year. That's always been the case. Two years ago, people were asking why they needed a 200 MHz Pentium processor. Now, most people wouldn't be caught without at least that. |
I think there is going to be a demand explosion in the third and fourth quarters that surprises even Intel. |
If you were constrained by manufacturing capacity, you would focus on selling the lower-end Pentium III, which is almost a drop-in replacement for the higher-end Celerons, but more profitable, |
If you were constrained by manufacturing capacity, you would focus on selling the lower-end Pentium III, which is almost a drop-in replacement for the higher-end Celerons, but more profitable. |
People in the industry don't want to believe it, and most of the executives are still talking about the higher growth rate. |
Taiwan is operating at about 50 percent capacity on average, ... My first worries concern a shortage of graphics chipsets. |
There is a need for more horsepower machines, and we have seen retail data showing that consumers have been seeing that too. They are beginning to buy higher and higher performance processors. |
Until then, we're dealing with smoke and mirrors, ... We're looking at an industry decline in capacity of 20 percent [in October]. What you've got right now is propaganda from companies saying that everything is okay. |
We're talking about inventory that would have shipped in the last month and would have appeared in PCs shipping around Thanksgiving, ... You're running smack into the holiday shopping season. |
Where we are in terms of damage assessment is my initial assessment of these factories being shut down for three days to one week is now very optimistic. |