I still have my concerns that the company is going to run into some problems in the back half of the year.
We believe there will be an AMD/Dell deal announced very soon; more specifically, we believe it will come as early as March.
There are pretty high expectations. Intel needs to show their technology road map and prove it.
Ultimately, when the market settles, I think that there will be three major players and about six niche players.
There had been concerns that when you start up a new factory, it's not as efficient because it's new and you're still learning how to operate it properly.
There's no way they can spin this one positively. It will put unit growth behind estimates.
Any way you slice it this company did what they said they would do, and their major competitor, Intel, struggles vastly.
AMD is a little bit ahead on dual core, so they will see better sales.
It's very similar to the way that Dell got started.
They are waiting for new chips and for a reason to upgrade.
The landscape is changing. I just don't know what Intel can do to stop it.