Dec 05, 2022 / 03:50PM GMT
David A. Zinsner - Intel Corporation - Executive VP & CFO
(inaudible) important step and while it is late relative to the original commit dates, once we reset the commit dates, we were actually thinking it was probably something towards the end of this year that we would get out. The fact that they were able to pull it in, they debugged a lot more quickly over the course of the last few months versus what's progressed from before that. So we are actually in, I think, a pretty good position (inaudible).
Now that does not mean we'll gain share yet. It's a good product in certain workloads. It's not a good product in every workload. But I think it sets and establishes the execution that we expect to see when we bring out Emerald Rapids. And more importantly, in '24, when we bring out a power-efficient product, Sierra Forest, along with Granite Rapids, I think we start to reestablish ourselves. We're in a strong position on the data center side. We start to see the share erosion start to dissipate and actually turn around in the other direction.
And then -- so that's on the product side
Intel Corp at UBS Global TMT Conference Transcript
Jan 23, 2024
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