By the middle of next year, we are going to be in a situation where Intel will have erased some of the functional gaps that they have had with AMD, ... By erasing the gap, Intel certainly has the opportunity to bring their much larger and better resourced manufacturing and development organization to bear.
More Quotes from Gordon Haff:
You don't want to see things slip, but at the end of the day, if Montecito gets delivered per this revised schedule and the performance increase is in the range of what Intel has talked about a two-times increase, it will still give OEMs like HP a competitive high-end processor offering.Gordon Haff
Microsoft has built its business on working with third party software vendors and wants to leverage that expertise to the supercomputing arena.
Gordon Haff
It's a local company with some useful code, engineers who obviously have skills and background and experience in the type of systems management that HP has. We don't know the terms of the deal, but it probably was not all that expensive, ... It looks to be a good deal for HP.
Gordon Haff
Microsoft is going to be very late to the game and will need to overcome a presumption that it will favor Windows.
Gordon Haff
With the benefit of 2020 hindsight, there would not be an Itanium today.
Gordon Haff
This is a bigger story for Apple than for Intel. Apple liked Intel's roadmap better than that of Power PC, and the idea is that they will now sell a higher percentage of notebook computers.
Gordon Haff
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Based on Topics: Opportunity QuotesBased on Keywords: erasing, resourced
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