Duke, re:Perhaps we will hear more about this at the IDC in a few days.
I predict, yes we will hear more about this at IDC, yes, I think it represents a significant revenue opportunity for Intel, and yes, this isnt reflected in Intel's current stock price.
It's funny how AMDites (and most analysts) are missing the big picture. They're concerned about benchmarks where AMD may/may not beat Intel chips. The PC, as most analysts seem to view it, is becoming less and less relevant. The future is convergence of networking and computer technology, and Intel will be coming out with products at the heart of the next wave. Centrino was just the first step. Intel has the technology, low cost/volume manufacturing, and marketing to be very successful in the next wave. Oh, and btw, Otelinni (not Barrett) is the natural leader in this new environment.
Joey |
