Even Pat Gelsinger said on the call that 70% will be in-house, but 30% will not. I think that is a smart business decision; they have to be a reliable provider of the chips. If there’s any hiccup in the yields, they will get on Panther Lake like they had better have. They have gone from 40% to now underperforming. That is because they have not executed. I have always said if someone can right the ship, it is Pat Gelsinger, a former Intel guy back at the helm. He and Dave Kinzer have made incredible progress this quarter.
You are viewing a single comment's thread from: