"You have to make a bet one way……" — Paul Otellini
"You have to make a bet one way or another. We believe that overall demand is going to continue to grow, and its absolutely being fueled by the Internet. If anything, we're just building a little bit ahead of the curve. There's clearly a curve toward growth, and the question is 'How do you intercept that?' We've decided to intercept it as aggressively as possible."