John, >For the first time in years, I couldn't listen to the CC. Can you characterize the tone, of Intel, and the analysts? Better or worse than the past?
Tone of Andy B. and Paul O. was OK. Not great, but not gloomy like a year ago. No analyst's "nice quarters", FWIW. However, as is often the case, they were often trying to get Intel to say it's better than they were making it. I was hoping for a little less of the "it all depends on the economy" and "we'll be ready when things turn around" type stuff, because of Q4 sales doing so well. I hoped we'd turned the corner. All in all, I'd give it a C- for environment outlook (not that it was a bad outlook, but an uncertain one), but a B for products lineup. Not an A because mobile is transitioning and Itanium is still grinding, vs. zipping.
Thanks, if you have the time...
Always have time for an Intel guy/football fan.
Tony |
