Shameless Ko

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    • Mon Dec 17th 04:52 AM | Rating: 0 0
      Commented on:
      AMD Management Has Serious Communication Problems
      Just wanted to add more:

      ATI only claimed design wins in the laptop market, not the desktop/workstation market. Those design wins are probably heavily leaned towards the lowest end ATI produces such as the Radeon HD2400XT aka sub $50 market. If you look at the desktop/workstation market, the mid range and high end is completely dominated by Nvidia.

      Another thing is: do you actually believe that chart from AMD's analyst day where they said they gained laptop design wins? I don't. I believe that chart as much as I believe AMD can deliver the Quad-Core in Q1 of 2008 or AMD can do 45nm in Q2 of 2008. Financial reports from both companies will come out soon, and we will see who is lying and who's winning.
      View article »
    • Mon Dec 17th 04:41 AM | Rating: 0 0
      Commented on:
      AMD Management Has Serious Communication Problems
      Shameless Kris:

      Of course, this is another one of those "NVDA shorts are fucked" article. If you look at this article, the purpose is clear: it's not about AMD, but about Nvidia.

      Yes, the line that was bold reads: "due to a fresh product cycle and a number of design wins, AMD/ATI is poised to gain share in the graphics space during 2008".

      Yes, Nvidia lost some design wins in the notebook space. However, ATI's product cycle was never fresh. It's simply a die shrink to 55nm. Two points I want to make:

      1. Nvidia can shrink their architecture to 55nm too if they wish. Some of the design wins was the result of 55nm shrink, I expect Nvidia to regain those design wins next year with their shrink to 55nm as well. The laptop makers are shortsighted to have converted to ATI because they do not realize the driver support. They picked a cheap discrete card barely capable of Vista from ATI to save a buck or two. It is their mistake. In the world of 3D, you either have enough framerates or you don't. Going with a cheap 2400XT is like going with integrated graphics.

      2. During the analyst meeting, ATI announced that they will not be ready to introduce R700 series cards until mid 2009. That means the Radeon HD3800 will be their midrange for another year and a half while completely letting go of the high end market. That is really bearish.
      View article »
    • Wed Dec 5th 23:46 PM | Rating: 0 0
      Commented on:
      Trident Micro's Likely to Be Snapped Up by a Larger Competitor
      Ko, you credibility stops as soon as you lists NVDA as TRID's competitor. Are you on crack? Nvidia is in the chipset and video card business. Trident is in the LCD controller business like Genesis GNSS.

      Let me point out the real purpose of this article. I remember just last week that they blogged about how Nvidia would buy AMD. I guess Doug Fubaredman and his NVDA shorts are desperate. Who is next? Nvidia to buy AAPL, INTC, IBM, MSFT, YHOO?
      View article »
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