It appears that the Intel architecture business will return to seasonal patterns showing more strength in the second half.
More Quotes from Andy Bryant:
What we're trying to do is win back market segment share at the low end, and we did that in the first quarter. You'll see us continue to compete very aggressively. On the other hand, you won't see us lowering prices more than we need to to win the business.Andy Bryant
We expect demand to continue to be strong and product supply to continue to be tight, ... We're still chasing capacity at this point in time. We're seeing strong demand for flash, networking and microprocessors, and I don't see when that gets into equilibrium.
Andy Bryant
It is a classic seasonal fourth quarter. The change is that we had judged down from a seasonal fourth quarter based on macroeconomic indicators. It turns out we didn't need to do that.
Andy Bryant
Growth is led by mobile computing with good demand for our mobile processors in all geographies.
Andy Bryant
There is no good valuation model to determine the fair value of unexercised employee stock options. Including an unreliable estimate of the fair value of options in the income statement would distort earnings.
Andy Bryant
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