principle

Intel, AMD: Still Room to Fall Further?

How has AMD lost gorund because the "launch" of an Intel 8-core? Where is it, its not here yet, and I bet two Shanghai 4 cores will perform better than a single Nehalem 8 core and probably at the same power. Contrary to popular belief, AMD's technology is not far behind, in fact Intel is now cloning AMD's cpus. AMD is already producing 45nm cpus to ship this year still, but Nehalem will likely not be around in systems until 2009 since it requires new platforms, whereas AMD's are all backwards compatable to current motherboards and current servers.

10 Ways Tech Gets Hurt by the Consumer Slowdown

You know I can make the exact opposite argument. People fly less so driving goes up and people get GPS units. Or people dont spend the money on going to the movies so they buy in home theater equipment of computers for entertainment, etc etc. People always buy new gadgets, and a lot of times it is exactly because they are trying to save money.

Top 10 Semiconductor Stocks

Who really thinks Nvidia has some technological lead over AMD or INTEL? Thats just funny. Both AMD and INTEL have loads more technology than Nvidia, which is why NVDA is in trouble. Nvidias technology right now was to throw as many circuits on a die as possible which makes the die larger, fewer on a wafer, lower yields/reliability from the ones that survive. Nvidia has been lucky that software programmers favored their architecture and drivers. Nvidia is a good company but I wouldnt say they have any technology edge in the semiconductor business. The only reason they have grown this large is the absence of competition because they bought them all out in the 90s or they were competing with Intel or VIA who dont care about graphics, and then ATI showed up and gave the world better products and competition to Nvidia.