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? |