Toshiba can't back out of this format war for face-saving reasons. But pushing ahead means dealing with the Chinese sooner rather than later. They'll risk dealing with the Chinese if it means getting the format out quicker. |
Toshiba didn't have any choice because they don't want to launch even one player commercially that doesn't have a secure foundation to it. |
We all went through this more than a year ago, ... There isn't a radical difference between what was said today and what was said last year under a different chairman and CEO. |
We all went through this more than a year ago. There isn't a radical difference between what was said today and what was said last year under a different chairman and CEO. |
We are still working out the policies for that. |
We essentially are giving up holiday 2006, and for notebook makers that is going to impact their bottom line quite a bit. The first quarter is the slowest quarter of the year for any PC (sales). |
We should see interesting performance jumps at very low power. The biggest bang for the buck should be in portable video. |
We think it's going to be a very strong earnings call, with no heavy expenditures, and we expect earnings and growth to continue with the transition to Intel. We haven't seen any slowdown in sales since the close of the quarter. |
We think the game's not over. |
We're still very hopeful that a war can be prevented, |
Whether Microsoft launches on November 20 or December 5, we expect they will sell through every unit they can deliver before New Year's. |
While next generation HD players are in final assembly, and movies are being mastered, the AACS architects are ensuring consumers can enjoy the HD picture, sound and robust portability potential of AACS without any further delays. Much more than just HD movies, AACS delivers new consumer interactivity, portability and feature enhancement after purchase on a scale like no other consumer digital entertainment system can. AACS represents a cross-industry team of chip, consumer electronics, PC designers and content creators, all dedicated to enriching the consumer's home and portable entertainment experience. |
You can't be competitive on consumer scales if you don't take advantage of Chinese manufacturing. |
You need to have fresh blood looking at chip technology and how it can be applied. |