We believe the verdict, not yet binding, introduces fresh concerns on the company’s cash position as well as the outlook for the DSL business.

Intel’s Core architecture will address the power gap in the server and desktop segments, and the larger, shared L2 cache will address memory bandwidth/latency issues related to Intel’s front side bus design.

Based on data from the mid-quarter update, we don’t expect significant surprises in product or geography mix.

Really, they’re behind the curve. They’ve lost to AMD on multiple directions, but the most important have been energy and power.