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Technology Stocks : AMD ATI INTC NVDA Moderated
AMD 256.12+0.5%Oct 31 9:30 AM EST
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To: xun who wrote (33)9/7/2010 11:58:27 AM
From: xun  Read Replies (1) of 95
 
Reviewed the product roadmaps of AMD/INTC/NVDA over the weekend. The basic assumptions of the respective product offertings remain intact.

INCT continues to enjoy very high margins on PC CPUs. This situation will extend to the SB time.

AMD continues to propagate its Fusion prospects and continues to execute well in its GPU business. Taken together, AMD should be able to maintain profitability for the forseeable future. That would be the first time in AMD history if it gets there. Given its GPU competitiveness and its Fusion potentials, my bet is that AMD will get there. If so, the next big question is how profitable is AMD going to be in a broader business sense. God knows. But my bet is still here.

NVDA is between a rock and a hard place. It has to get broader traction in its Tegra business. Or it has to have its own CPU business. Otherwise, it is going to be a niche GPGPU player in a longer term.

ARMH certainly is the wildcard to this business of X86/GPU computing. But I still think ARMH is and will be a choice of embedded applications, but hard to crack the X86 business. The biggest threat to X86 business is itself, i.e., the X86 processors have gotten so powerful that there are less urgencies to upgrade.

This is an interesting time in the general computing world. We shall see the drama unfolding in the next 12~18 months.
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