Berkeley CSUA MOTD:Entry 50872
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2025/05/29 [General] UID:1000 Activity:popular
5/29    

2008/8/14-21 [Computer/HW/CPU] UID:50872 Activity:nil
8/14    WTF SUNW got renamed into JAVA? Even after a 1 for 4 shares _reverse_
        stock split, JAVA trades at around $10. Nothing has changed.
        Still trying to cling onto Java(TM). Losers.
        \_ Any thoughts on AMD?  I bought in around 4.5 a few weeks ago
           after Ruiz kicked out.  Debating whether to get out around +15%.
           But a lot of new announcements, but in areas I don't understand
           (GPUs).  And now there is the "fabless" plan.
           \_ Very high risk, but I doubt that Intel will want to kill their
              only competitor and risk DoJ wrath.
              \_ Intel can totally crush AMD any time it wants to. I worked
                 there for a while and the basic strategy is Intel always
                 has benchmarks and projects ahead of its time, and whenever
                 competitors release a new benchmark, they'd release an
                 even better one. They keep competitors around like cats
                 playing with 1/2 dead mice. It's no fun when you kill
                 them, so let them live a little.
                 \_ Yes, I agree with that ... that's what I told my
                    engineering friends: Intel can complete on two
                    axes, performance and price, while AMD only had
                    one hope ... combine that with the management and
                    operational disfunction.  On the other hand, I think
                    it's a reasonable question to ask "Is AMD worth more
                    than $3.5 billion".  Well, it's nice to be up another
                    6% today.  It's a small position, since when I bought
                    in I was staring at the abyss.
           \_ AMD has a very sexy atom competitor coming out soon.  If
              notebooks do take off like they are threatinging it could be
              good news for amd.
        \_ This was announced a year ago, wasn't it?
2025/05/29 [General] UID:1000 Activity:popular
5/29    

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           \_ My heart bleeds for you. --transmeta.
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2008/12/3-8 [Computer/HW/CPU] UID:52157 Activity:kinda low
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