With Intel's multiple delays of its 10-nanometer processors, how should partners be thinking about that issue? Are you confident the products coming out in the next year will continue to provide the performance gains that they need?

I certainly take the long view. I believe Intel over the years has delivered very consistent performance, price-performance benefit and will continue to do so. We already talked about the roadmap we have laid [out] over the next couple of years, and I just think we'll continue to innovate and meet the requirements of the customers. Competition is good. The good news is the demand for compute. It's not unlimited, but there's just so much demand for compute right now, that our goal is to continue to be able to fulfill that with the right products at the right time. I think we got that.

At the end of the day, people are trying to solve a problem for their customers or for themselves, and they want the best product or the best platform to do it, with a predictable price-performance and availability, and I think in the long run, we've proven that we can do that.

What I've taken away so far in my coverage of Intel is that Intel is not just a CPU company anymore. It seems like it wants to become more of a platform company. You have the CPU, you have the Optane, you have the FPGAs [and many more products] — is that the argument Intel is making now?

Yeah. We're a data company. And we started that transition back in 2012. I think the reality is, if you look at the massive amounts of data — a gig and a half of data generated by a person a day — all of these crazy statistics, we can't process the amount of data through CPU advances alone. For us and, I think, for the industry to be able to handle the continued data onslaught that we have, we have to make changes, we have to continue to advance the CPU, we have to keep making investments in memory, we have to keep making investments in FPGA, we have to make investments in 5G, because they all come together in order to be able to handle this data influx. So that's our message. We're going to continue to innovate in all of those areas and then bring them together where it makes sense and where we can. If all of the data predictions are true, and there's no reason to think they're not, we need a higher bandwidth network than what's available today to be able to handle that, and that's why 5G is so important.