I do plan on keeping an eye on 20B market cap HPC vendors. So far I've
found exactly one.
Bill
On 07/03/2018 01:38 PM, C Bergström wrote:
On Tue, Jul 3, 2018 at 10:35 PM, Douglas Eadline <deadl...@eadline.org
<mailto:deadl...@eadline.org>> wrote:
> It's an interesting theory, but just because Intel is off-schedule.. why
> would you think AMD is positioned to capitalize?
If SA is right, Intel is not off schedule but rather off the rails.
I see hand waiving and smoke, but let's see performance numbers that
show them in critical trouble. That's the only way that I can imagine
this having any tangible market impact. Intel is a ruthless company, I
certainly wouldn't under estimate them.
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