And that's within three years?
Well, it's kind of within that two- to five-year time frame.
Will there be enough horsepower at that time for speech recognition?
I'm not sure there is ever enough for speech recognition. We've been talking about speech recognition for 20 years, since Intel built the first digital signal processor. Speech recognition was always the next application, for next year. It's clearly getting better and better, and you can do all sorts of memos -- and Andy Grove uses it. So it's getting there. But you assume Moore's Law, processing power, continues to grow, so we are going to double every 18 months or so. In four years you get four times as much as today to do that sort of digital signal processing.
When you are working with Microsoft, do they have a reference platform for the minimum requirements for a 2005 or 2006 system?
Obviously, we share road maps with Microsoft and other people. That benchmark is out there for them. We both have to work in the multiyear lead-time situations. It may take us three years to go from design to bottoms-up product out the door.
What kind of an impact will Vanderpool, which allows users to partition individual chips inside their computers, have when it comes to the marketplace?
It will certainly give users a lot of flexibility to have different profiles on the same machine. If people use it for multiple OSes, running in sync on the same processor, it opens up a lot of different use models, and perhaps competitive models in the marketplace. If you are able to, say, have two OSes running simultaneously, you won't have to rely on a single OS for everything. So you could have Mac OS and Longhorn on the same system, using Longhorn for business stuff and Mac OS for personal stuff. But first you'd need to convince Steve Jobs that it's a great idea. Even more important will be Vanderpool for fault-tolerance. Lots of aspects of that.
Will the consumer market or the business market be the dominant market for Intel in the coming years?
I think that the theme is convergence, and it is equally dominant on both sides.
How do you convince IT buyers, who you said are Intel's weakest market right now, to buy?
I think the world is convincing them of the need to upgrade, and that is the competitive environment. There is a silver lining in this issue of offshore outsourcing and loss of white collar jobs and differential wage rates and competitiveness around the world. The US has been the biggest investor in IT, and it has made us the most productive economy. And if you want to stay in that position, you have to continue to invest. And people are waking up to that. We have to go to them today and say, do you want to do this with 4-year-old technology or today's technology?
