On Mon, 03 Mar 2008 10:02:16 GMT,
(John Lewis)
>However, nothing like unbridled optimism to keep the bankers happy.
But that doesn't cut the mustard at Wall and Broad Streets in NY.
>
>AMD is claiming to be back to profitability by Fall 2008. Personally,
>can't see it happening with Intel on one side and nVidia on the other,
>both flush with cash and prepared to squeeze hard both technically
>and with competitive pricing.
If you think of Intel and nVidia as inexorably moving towards a clash
in the marketplace, AMD could be the big loser. When the elephants
fight, the mice get crushed.
>
>The ATi acquisition was a disaster for AMD. They have already written
>off $1.3 billion of ATi "goodwill" with more to come ...which in
>layman's terms means they vastly overpaid for ATi and they borrowed
>more than $2 billion to make the purchase which cost them $5.2
>billion.
That's a very serious miscalculation. Still, if they can pull off
Spider, I would really like that. I'm writing this note on a system
built around an A7M-266D, with dual Athlon XP chips, rigged into MP
mode. Great system, but probably a bit slow for today's software.
-AH
\
>
>John Lewis
>
>>-AH