Paul, you don't get it do you... INTC doesn't have a product that addresses this market... Unless you call Celeron, in it's present existence a product... clock speeds of a microprocessor are only one aspect of system performance...people don't care about clock speeds, they care about performance, and Celeron isn't getting the job done, that's why Grove is out in Taiwan trying to jawbone Celeron... you really can't see the forest for the trees... Deny, Deny, Deny...keep on rationalizing like the INTC management has... maybe 62 is too conservative... Oh BTW Paul, guess what else... INTC #1 Customer CPQ is doing an end around on the system logic provided by INTC... They aren't happy at all with the present architecture and INTC doesn't care at all... INTC will be selling MPUs and that's about it to CPQ...
MPUs are a commodity product Paul, we've moved beyond Moore's Law, there's another law, it's called the law of diminishing returns... Last time I checked there are at least 4 MPU alternatives to doing business with a company who doesn't care about the needs of it's number one customer...
INTC is really struggling trying to understand how to be a consumer electronics company, it's obvious... I can tell by the tone of the denial and rationalization exhibited by the INTC bigots on this board that the fall cannot be far away...
I'll buy INTC at $60 this year....maybe lower. |
