This was a case about how Intel used intellectual property from its customers. It makes for a tougher case to prove when the competition improves, and customer are better off.
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Keep in mind that it's only a six-month delay, so it's not catastrophic ... (But) right now there are a lot of clouds in the sky. There's speculation that their second quarter will be difficult. There's the problems in Asia and the sluggish Japanese econoDavid Powers
From Intel's perspective, this is a new market they're trying to enter that has high margins. They need to be successful in order to offset the low-end market.
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My view is we continue to trade in a sideways pattern for the rest of the year.
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Management gave no assurance as to when business is going to improve.
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If you look at Motorola over the past couple of years, they've really spent the bulk of their time downsizing, ... But now . . . they really like to focus more on the growth aspect of the equation, and if you look at one of the fastest growing markets in technology, it's certainly broadband access.
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