Bob,
Re: I hope in the long run, AMD will fare better than the MeeToo NVDA and MeeToo but free MSFT.
I don't understand that statement.
I should have said MeeToo XXXX companies
MeeToo NVDA companies:
3dfx, S3, etc.
MeeToo MSFT companies:
Linux, Netscape, Corel, and everything else anti-MSFT
MeeToo INTC companies:
NEC, Harris, Cyrix, IDT, Rise, Via
AMD is doing remarkably well compared to the companies above, but about 1 year of bad execution may turn AMD into one of the above. We are 3 months into that 1 year. If things don't turn around (760 debugged, 760 MP, DDR in general, Mustang/Palomino/Morgan release, notebooks, solid progress on .13u, Hammer family), AMD will start losing ground quickly.
Joe |
