I get paid to talk and I am almost speechless.
While penetration of low-end PCs and handsets will continue to be a major trend this year, we believe the ramp of new technologies and innovations will be the key growth driver for the industry.
What they effectively did was pull forward the risk into a single quarter. We don't like uncertainty; he accelerated the problem.
We expect Intel to focus keynotes on its strategy and roadmap in the Mobile and Digital Enterprise markets, vision of the Digital Home and the evolution of its platform and ecosystem.
It sounds like job cuts is a piece of it and I think they are looking at whole business units, asking 'Is this efficient'?