Mike Feibus Quotations

There's no denying that AMD's presence has changed the rules for Intel.

They're certainly saying all the right words, but after their history, everyone's waiting to see them execute.

They learned a lot about tuning in their manufacturing with the K6. They're much more efficient now.

They learned a lot about tuning in their manufacturing with the K6, ... They're much more efficient now.

Intel's business probably couldn't take a hit to their credibility without ramifications,

Intel is coming off a time when nobody got fired for buying Intel. Their hardware sold at a premium. We've been watching prices drop like falling rain over the past two years. But the company has a cost structure like the good old days.