Saturday, April 21, 2007

The Old Man and the Sea

AMD is like Santiago, the perennial loser who went to sea one time and after an epic battle against all odds manages to fish the greatest Marlin of all times; all for nothing because the sharks eat the fish and when he goes back home his peers mistake the skeleton for that of a shark.

AMD breaks ground with innovation, beats Intel routinely at design, but always has to endure the shame of severe losses 'cos it doesn't turn competitive advantages into profits.

The ATI acquisition is this giant Marlin. AMD may fish it, but not make use of it.