[Intel is keeping mum on its plans to introduce a 64-bit desktop version of its Itanium processor, but don't look for the industry leader to take AMD's affront lying down.] I don't think [Intel's] in a hurry, ... They'll wait and see how AMD does, but they have their own road map in mind and they're sticking to it.
But this is more a statement about end demand than market-share direction.
This is a practical, pragmatic Steve Jobs decision.
The faster the memory goes, the less room there is for error in a system like the Xbox 360.
AMD is the real indicator.
With mobility comes more complexity.