Arachnotronic
Lifer
- Mar 10, 2006
- 11,715
- 2,012
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Yes yes, big words and sounds from financial speculators on stock market forums with an axe against AMD and an Intel stock portfolio, we heard them before a thousand times just before they'd hit the sewage drain.
Yeah, I also own a bunch of AMD, grimpr, so not exactly rooting for Intel to squash AMD. Although tracking through your post history, it seems you're a huge AMD fan. Care to explain your motives? Mine are simply to seek the truth.
As an Intel shareholder as well, I don't even think about AMD as competition - that battle has been over for a while. Intel's problems focus primarily on the Pandora's Box that ARM unleashed on the market by getting the Android ecosystem to fully support the architecture, and then by allowing Android to gain much more device unit share than Windows PCs ever did. This was a mistake, and Intel "missing" the first round of mobile isn't about whether they can get in and take meaningful share, but more about having to fight a huge uphill battle, and having to fight competitive, well-capitalized, and well-run firms such as Qualcomm (which I also own) and Nvidia (again, own it), rather than simply fighting AMD.
I think AMD can find a niche for itself, but the days of it being a high end competitor to Intel in any sense of the word while remaining economically viable are winding to a close. ARM in Android sort of restricts this niche a bit, though. Android tablets are superb and the ecosystem there only gets larger over time. Microsoft will need to vigorously defend its turf (and this is tough)
By the way, I say all of this with a short position in ARM, an upside bet on Microsoft, and no position in Google.
I tell it like it is (as I see it - my perspective may not always align with a more objective reality), whether it "suits" me or not. You've been goading me to come out and "admit" my stock positions for some time (that I have never kept secret), and you've been EXCEEDINGLY rude about it, so congratulations, I took your troll bait and wasted a lot of time doing so.
Now kindly go back into the Troll Cave from whence you emerged and let's get back to talking about these potentially game changing results for the PC gaming industry now that Intel has a decent IGP with GT2. And yes, we should also talk about the potential impact on AMD - burying your head in the sand doesn't change reality
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