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halfguin-halfmick

04/01/13 10:58 PM

#4355 RE: inversor86 #4353

86,in that Intel video, there were a couple of things that kinda caught my attention including, like you said the Intel Confidential.

Paniccia remarks that indium phosphide is very expensive.

The Portland comments

At the end the "secret" relationship with Apple on 10 G optical and working together including on Light Peak.

I'm thinking Indigo replacing indium phosphide and germanium, where he shows them.

And maybe the most curious is starting at 36:10, on the Optical Integration with CPU slide- it shows an ORGANIC PACKAGE below the
processor. Not sure what that is, but I like the word organic.

GLTA, the 10K was O.K. to me, as expected, old news for the most part for last year. The conference call will reflect the now and the next 3 to 6 months.