Roberts was sure he could get the chip price much cheaper, and he did.
But with chip prices weakening, some analysts said the company's outlook was too optimistic.
But not with chip prices evidently falling faster than expected.
The agreement may mean a victory for computer users because new competition could drive chip prices lower.
But in an up cycle, chip prices don't comes down for a couple of years.
But with chip prices now falling, they said they expected profit growth to slow, and in one case decline, this year.
Intel is cutting chip prices by 7 to 40 percent.
Some of these companies have therefore quietly welcomed the rise in chip prices.
Three days later, Intel announced that it was cutting chip prices by as much as 29 percent.
It's up to Intel to really drive things, to push forward in dropping chip prices, integrating and so forth.