David Wu Intel Quotations

So, it's actually a growing area of the business and Intel want to get into that area because that's significant growth there - and probably faster growth than their core microprocessor business.

It's a series of stumbles that Intel has had over the last 12 months. They had the inventory correction among the PC makers. And the pricing competition. The sub-$1,000 PC got away from them and they had to play catch-up, so a number of things have happened.

Intel does not want to be the company that calls the turn. Why stick your neck out if you don't have to? If you're right nobody will remember and if you're wrong people will ask a lot of questions.

By the early part of next year, with everything else being equal, Intel should be ahead in the dual-processor side. Intel has bigger (fabrication plants where the chips are made), better margins and a better balance sheet. David beat Goliath, but that was a couple thousand years ago. That happens only once. In the real world, that doesn't happen. A one-year lead is not good enough.