Duke, see on the left where you can submit questions by email? Want to?
2001 prio's - Barrett:
Growth
Operations excellence
For 2001, said expect 50% growth to continue in non-Intel arch. (20% of biz), 10% in Intel arch (80% of biz); combined high teens for 2001. (vs. 20% in 2000).
Q A-
Lose any market share in 2001? Otellini: gola to not lose a single % point.
How prevent problems in future chipsets. Barrett: operational excellence. Still publish errata (ONLY MICRO COMPANY THAT DOES)
Geos demand? Staying consistent (Asia Pac. best in terms of growth, US next, Euro last).
ADI relationship (codevelopment of 32 bit DSP chip for cellular and wireless for phones, etc.) Can't say much (~ secret project)
Business market?
Consumer mostly for 2nd PCs
Q on DDR! Paul - lots of press last 24 hours, RDRAM, etc. 820 shipping. P4 shipping FCS and bulk of next year. However, for multi-price points need multi chipsets. Latter 2001 SDRAM and DDR!!!!!!!! chipsets.
Q: if you're losing market share to AMD, why are you cutting prices? Paul, we're not losing share. Price cuts are business as usual (had a foil showing tha, not sure of "granularity of it). If steeper than before, just because moving new technology through faster than before.
Mobile?: Paul: Intel fastest chips and very lower power. He sounds very confident vis a vis Transmeta.
Cell phone strategy? mentioned the ADI DSP again (look out TI?), and Intel - in-house developed. I forgot about cell chipsets dev. Sounds like a lot going on. |
