I'll agree they have to do something with all that capacity or it will definitely start dragging down margins and everything else. We'll have to see how successful large cache is in increasing performance/sales. Right now that seems like INTC's only option.
I'm not sure fiber to the curb will do much for INTC, maybe CSCO or some of the other guys. INTC seems to be hanging its' hat on WIFI and WIMAX or whatever finally becomes standard. Actually, I like INTC's emphasis on the Media Center stuff, and wish AMD was doing more in this area.
It does look like the world is finally going fiber for heavy lift and wireless for the personal communicators. Looks like cell-phones and their replacements are going to be able to use a plethora of frequencies. This should be a very good market for both AMD and INTC. It will be interesting to see if INTC can finally intrude into MOT and TI's territory. As usual AMD will be more inclined to work with others rather than go for the whole enchilada themselves.
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