One billion dollars is certainly a big investment, but what's good about it is that it's comprehensive; they have infrastructure, PC and education.
The PC industry is quickly becoming commoditized as prices come down and penetration rates go up. ... But there are certain segments where folks can still make a lot of money.
We'll have to see how those programs do. Those have traditionally been somewhat difficult and a headache (for PC vendors); it means more support calls and technical calls.
Entertainment PC leadership is up for grabs. There's no clear winner, but many companies would love to be in that spot. Intel is just taking its best shot.