SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?


To: Joe NYC who wrote (86080)7/30/2002 6:00:09 PM
From: TGPTNDRRead Replies (3) | Respond to of 275872
 
Joe, No, you're getting the wrong take. Listen to the last 5 minutes of the CC(For the AMD connection only).

The NVDA shortfall was 'cause they overbuilt X-box chips they had to throw away 'cause the hackers figured out the code && msft demanded new versions.

I expect that was the basis for the NVDA-MSFT 'negotiations' earlier in the Q.

-tgp

PS, I bought a small position in NVDA in AH.