Tony, re: AMD folks
They sure are a vocal bunch. They have about convinced me that Intel will soon not be able to sell another microprocessor 'cause AMD is faster, cheaper, and doesn't use the evil Rambus memory. Intel management, the guys who invented the category that AMD is playing in, are a bunch of bumbling idiots. Intel is dead meet in desktop, will be distroyed in the server business, and mobile is a lost cause. There are no Intel chips anywhere because AMD folks can't find them. Willy just won't happen, if it does it'll be in 2005, and the sucker will be slow, and won't scale. Intanium is too little too late. The new businesses are all money losers.
On the other hand AMD has the flamboyant genius Mr. Sanders. The product implementation is flawless, their yields are great, Dresden is revolutionary, Copper is the best thing since silicon. The Athlon will scale to 10,000 MHz (in fact they could do it now, they just don't want to). DDR is going to take over the world any day (bankrupting Rambus) and will be so cheap people will use the chips for toothpicks. Nothing will ever go wrong, and the stock will go to $1000 as soon as everybody realizes all of the above. Nothing is priced into the stock.
Makes you wonder where all those Intel $Billions in sales and profits come from, opps forgot, Intel is also cooking the books.
John |
