On Tue, Jul 3, 2018 at 10:55 AM, Bill Abbott wrote:
> I do plan on keeping an eye on 20B market cap HPC vendors. So far I've
> found exactly one.
Maybe not necesarily a HPC vendor. Speculation is happening here:
https://semiaccurate.com/forums/showthread.php?9139-Intel-s-10nm-fiasco-is-going-to-
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 mailto:deadl...@eadline.org>> wrote:
> It's an interesting theory, but just because Intel is off-s
On Tue, Jul 3, 2018 at 10:35 PM, Douglas Eadline
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
> 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.
--
Doug
>
> 1) Do they have the mindshare?
> 2) Do they have the software to back up nice hardware?
