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resistion
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re: Analysis: Happy days are here again for Intel
resistion   10/15/2009 11:48:20 AM
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EPS still lower year over year, it is likely a reflection of reduced charges, cost reductions, etc. The product diversity favoring Atom doesn't seem to favor a revenue burst at this time. For 2010, it has its 32 nm ramp, which is also costly (7 billion). We had some potential customers also reporting good earnings, but they are in the cost-reduction mode, which seems to have gotten them good earnings results.

rick merritt
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re: Analysis: Happy days are here again for Intel
rick merritt   10/14/2009 8:22:18 PM
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Good analysis! I think Intel will do better than average given its current products, execution and notebook position. But this is just one big player and slice of the semi market, and other sectors and players may face harder struggles.

mcgrathdylan
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re: Analysis: Happy days are here again for Intel
mcgrathdylan   10/14/2009 2:31:48 PM
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Can't find any chinks in Intel's armor here... Will Intel's expectations for its own fourth quarter cascade over the rest of the chip industry, or is the company simply operating on another level?



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As data rates begin to move beyond 25 Gbps channels, new problems arise. Getting to 50 Gbps channels might not be possible with the traditional NRZ (2-level) signaling. PAM4 lets data rates double with only a small increase in channel bandwidth by sending two bits per symbol. But, it brings new measurement and analysis problems. Signal integrity sage Ransom Stephens will explain how PAM4 differs from NRZ and what to expect in design, measurement, and signal analysis.

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