“I don't think there will be a significant inventory exposure. The thing that is different is that there are two new products out there and demand has gotten too strong ... too soon. But, I think it's a problem that can be overcome quickly.”
“The purity of doing things to drive processor revenue is over. This is designed to drive revenue, and it's possible that they could become the No. 1 or 2 player. They may not understand the business, but they can hire people that do.”
“It depends on how you define success. They can generate revenues with these products. But if you define success with not only revenue, but margins as well, that will be a tough proposition. You're just not going to be able to duplicate that kind of margin success.”
“Investors will walk away hearing that things are coming in as expected, or maybe slightly better than expected. I don't think Intel will be ringing any bells.”
“We've taken progressive steps over the years to ensure the safety of motorists and pedestrians at Hereford. This is just the next step in those measures.”
