Comments on rahulsood: Random thoughts on a Thursday evening

I wonder when Sharikou said that Intel would be...

2006-08-28T09:51:00.000-07:00
I wonder when Sharikou said that Intel would be bankrupt in 5-7 months?

5-7 months ago?

I bet in 5-7 months he keeps saying that Intel would be bankrupt in 5-7 months...

Posted on the sign in front of Sharikou's Restaurant: "Free lobster and filet dinner- tomorrow"

My dear Sharikou - hind sight is always 20/20. A c...

2006-08-25T09:28:00.000-07:00
My dear Sharikou - hind sight is always 20/20. A child could call a large hit to short term operating profit for Intel if they decide to lay off 10,000 people and the Marvell/Eicon deals close all in Q4. Tell us something with real insight.

As for Intel being pushed back 3-5 years. On which front...just measurement of FP and integer performance or on their business?

As for AMD being fine. Both companies will suffer because of the price war. My prediction is AMD will take a body blow because they are starting to lose market share. With the advent of the 3 Core based products they will also lose revenue share because they are just collapsing their pricing structure on existing products. Intel however is collapsing their existing products but replacing those at high price points w/ the Core 2 line up which will buffer ASPs. Selling Spansion stake doesn't account for the interest on the 2.5 bln $ they are borrowing to buy ATI while having to make investments in fabs. I don't have the same faith that you have in AMD's ability to gain 25 points of share in 3 qtrs. Specially since momentum has begun to move in the other direction and Daryl Ostrander in his June presentation claimed they would be able to service 1/3 of the market in 2008. Also remember, the x86 market has a new player called Apple...and it's all Intel (that's about 5 points of the overall PC market). Dell will give them some share but they are losing share themselves. HP who are gaining share will now sleep with Intel to counter Dell.

This is the 5th time in 10 years or so Intel has begun a serious price war to win back. The results of the previous 4 times are there to see. AMD will bleed. And I will come back to your posts at the end of Q4 to see if AMD has 40% market share in Q4. Which means they need 20 points in 2 qtrs and the capacity to boot. Good luck on your prediction - it's an outrageous guess with no precedent in any business so you're going to need it.

Meanwhile, check this out. Opteron cluster gets beaten by a Pentium D cluster. AUthor concludes that Opteron is 2X price at same performance. This my dear sir will become the nature of the microprocessor business. It will become like the car industry in the US. Multiple segments with niched products to serve each segment. There will be no "one ring to rule them all" as we go forward. Different products will excel at different apps and consumers will have to choose the best fit for themselves:

http://www.clustermonkey.net//content/view/144/34/

Sharikou - You already missed your prediction o...

2006-08-24T12:32:00.000-07:00
Sharikou - You already missed your prediction on Intel GAAP loss in Q206. I predict AMD will post GAAP losses by Q207. And the interest on the 2.5 bln $ for the ATI acquisition will severely hit their profits.

I was expecting Intel to book over $1 billion of impairment on goodwill due to the sale of business. However, that has been pushed to 4Q06. So instead of seeing a GAAP loss for Intel's 2Q06, you will see a far greater loss later.

AMD will be doing fine. By 2Q07, AMD should be taking close to 45% of the x86 market and profits will soar. Also, AMD will sell its SPSN stake, which worths about $0.8 billion right now. The timing of ATI acquisition was perfect. We should see K8L in 2Q07, with 60% improvement on integer performance/core and 3x FP performance/core. That will push Intel back by 3 to 5 years.

Rahul

On ATI stopping development on Intel ...

2006-08-24T11:30:00.000-07:00
Rahul

On ATI stopping development on Intel platform, any idea whose
initiative it is, AMD or Intel?
Did Intel end the licensing deal with ATI or AMD tries to maximize its R&D efforts on AMD platform?

Thanks.

Alan - great post above. Good to see someone look ...

2006-08-24T10:30:00.000-07:00
Alan - great post above. Good to see someone look at the business holistically. On the price drop impact to margins. Even if Intel's price drops are higher than AMD's, if they are squeezing more cost out of the equation through new process technology as well as lower cost on Core 2 then what really counts are margins. Bryant in the last qtrly update did mention that Q3 will be 48/49% but Q4 should return to the mid-50's and climb from there. If you look at Intel's roadmap, they are basically planning a series of launches...almost one a year if you count Core 2, Penryn derivative in 07, Nehalem and then Nehalem-C. I think AMD will catch up with K8L...probably pass Intel performance but after that will struggle unless they can match the pace of innovation at Intel. Intel has finally got it's head out of the dark place and figured out that this is the technology business. You can't sit on the same product (specially a bad one) for 5 years. In addition to their manufacturing, they are now using their R&D as a tactical assault weapon. I think they've figured out there is no longer a "knockout punch" in this business. Instead, they need to keep delivering a series of body blows till the competition weakens to the point of caving.

I wonder when Sharikou said that Intel would be ba...

2006-08-24T06:05:00.000-07:00
I wonder when Sharikou said that Intel would be bankrupt in 5-7 months?

5-7 months ago?

I bet in 5-7 months he keeps saying that Intel would be bankrupt in 5-7 months...

AMD has more than one fab. They have two in German...

2006-08-23T20:21:00.000-07:00
AMD has more than one fab. They have two in Germany. FAB30 and FAB36. I don't believe that the newer FAB36 is running at full capacity yet though.

Sharikou - You already missed your prediction on I...

2006-08-23T19:17:00.000-07:00
Sharikou - You already missed your prediction on Intel GAAP loss in Q206. I predict AMD will post GAAP losses by Q207. And the interest on the 2.5 bln $ for the ATI acquisition will severely hit their profits. You are also conveniently ignoring that Woodcrest, Merom and Conroe are shipping for revenue in Q3 so expecting Intel's ASP to drop by 40$ is naive. Remember - consumer perception of value does not revolve around a product. It centres around perceived value of which they already have a price point in mind. They just get more for the same money. And while you downplay the 2P market in your blog (probably because you know Opteron is going to take a beating), remember this is over 90% of the server market and will drive Intel's ASPs up as they regain share...share across servers & desktops) which is inevitable.

You also oversimplify how costs are accounted but unfortunately your simple math is irrelevant in the real world. In addition, the Core 2 architecture die size is smaller compared to previous processors so once yields are normalised this means higher margins for Intel even at lower prices across the board as they dial down Netburst and up Core 2.

Nvidia will squeeze their relationship with AMD as long as they can and get into bed with Intel at the first opportunity. Do you really think they can trust the new AMD/ATI to not defend itself when they come after their market share and revenues. In the meanwhile, they will continue to try and build their own capability to have the GPU overtake and absorb the CPU but this is not an easy feat.

The war is beginning and its AMD/ATI against Intel + Nvidia. AMD will BK by end 2008 and probably be bought by nVidia if they mess up the ATI acquisition. Absorbing a company almost half your size is not easy.

Apparently you do not know what copy exact means.....

2006-08-23T17:40:00.000-07:00
Apparently you do not know what copy exact means..

Copy exact is a strategy that is used not only at Intel, but in almost all industries. This explain the fanchise model just in case you do not know. The copy exact gets you a consistent product quality at a lower cost. Standardization of tools, labs, and processes makes it flexible to trouble shoot and stabilize processes. An engineer in Malaysia can understand and troubleshoot an issue in the USA because of the copy exact strategy.

You think AMD is not using copy exact?? Well, body, they do not have more than one fab!

You have fuzzy math! You are comparing a platfo...

2006-08-22T23:50:00.000-07:00
You have fuzzy math! You are comparing a platform company that sells more products than just CPUs to a company that sells only CPUs (at least for now).

Dude, I was assuming Intel's revenue from chipsets+MBs staying constant in my math. In fact, both should decline as Intel losing market share. So the picture will be even worse.

As for Conroe, its volume is negligible -- less than 5% for 3Q06. Intel's copy-exact is the bottleneck.

Have your friend with the Bunny zsuit walk around ...

2006-08-22T20:45:00.000-07:00
Have your friend with the Bunny zsuit walk around witha carrot-shaped Novelty pen and/or have 2 women in sexy bunny suits escort him. Either that or have 2 IT guys with clean room Bunny suits escort him. The choice is yours Mr.Sood. Dell did not get AMD while it was hot. And now Intel got a CPU that is faster and produces les heat. AMD got to play catch up.

Sharikou,

You have fuzzy math! You are comp...

2006-08-22T18:21:00.000-07:00
Sharikou,

You have fuzzy math! You are comparing a platform company that sells more products than just CPUs to a company that sells only CPUs (at least for now).

You are also assuming that Intel is sitting still waiting for AMD to get their K8L out. Do you know that the name "K8L" is a name created by Intel?!

I know you are a PhD in process engineering, electrical engineering, computer engineering, math, chemistry, psychology, finance, business, history, archeticture, ... But if you learned from history at least, you would know that Intel has lost 30% of market share before and came back with a vengence.

I do not expect Intel will repeat history by taking all the market share back. But at least, it will not die in 5-7 quarters! AMD is a great company and has great leaders, strategists, and engineers but it does not mean the market will allow it to by a monopoly like your little mind is telling you. And if your theory is any clost to being right, GE, HP, IBM, MS and others would have disappeared when they hit the $40 billion dollars in sales.

C2D, Woodcrest, and Merom are great processors and have a lot of demand (not in your fantacy land though!). And what is coming is even greater!

One thing Intel will do to servive, find smart innovators that can match AMD's talent. And trust me, they do have the Scientists and engineers. They may not have the leadership to take them there, but that may change soon.

Your theory that Intel will go BK soon is hard ...

2006-08-22T11:16:00.000-07:00
Your theory that Intel will go BK soon is hard to fathom. As of July 1st, Intel had approximately $6.4 billion in cash and short term investments.

You can't just look at cash. You need substract Intel's current liabilities. After that, the net is only about $4 billion. Intel has also bout $3.5 billion long term investments, but it also has $2.6 billion long term debt. The total amount of liquid assets Intel has is about $5 billion. That's everything included, enough to sustain 7 quarters of moderate losses. IRS said Intel owes 2.5 billion taxes.

As for average cost, you can also find it from AMD and Intel's income statement. In 1Q06, AMD's total cost of production including depreciation is 533 million. It sold 13.3 million CPUs. Thus, a finished AMD CPU costs $40 on average. Intel's cost is much higher.

Actually, this is obvious. AMD's ASP (average selling price) has always been below $100, probably around $95 in 1Q06, and its gross margin was near 60%. Intel's ASP was about $150, with a 49% gross margin. AMD laughs to the bank when it sells a CPU at $100. Intel, on the other hand will post substantial loss doing that. If you look at Intel's 2Q06 results, it revenue from CPUs was 3.338+1.958 = 5.3 billion, it sold about 40 million CPUs. ASP was thus $132. At this ASP, Intel posted a operating income of $0.93 billion. Now, if you cut Intel's ASP to $100. Then Intel will post a loss of $32*40 - 0.93 = $0.3 billion. Now, because of DELL -AMD deal, Intel loses 3 million units in one quarter. The lost will be $0.67 billion. Now, add more unit losses due to Lenovo and IBM's expansion of AMD offerings.

You can try the same exercise for AMD. But keep in mind that AMD's ASP is below $100 now. Even if AMD drops ASP to $80, it can still make some nice profit and revenue growth, as its capacity is ramping up at double digit rate/q. All AMD needs to do is push Netburst against the pavement. As I suggested in the "AMD: Time to kill" article, by slashing X2 prices, AMD denies Intel the oppurtunity to unload its legacy inventory until AMD's own 65nm K8L parts ramp up. IBM and DELL signed up AMD partly because of the K8L roadmap.

Once AMD cranks out K8L on 65nm, Intel's will be pushed back by 3-5 years. By mid 2008, AMD will take 80% of the CPU market.

Anyone who would take Sharikou's advice needs to r...

2006-08-22T08:10:00.000-07:00
Anyone who would take Sharikou's advice needs to remember that Sharikou has picked a side first and will formulate any sort of argument he can to support his choices, rather than looking at facts and being impartial.

Sharikou's blog is full of nonsense and visions of grandeur. He believes that top execs are listening to him.

Any psychologist worth their salt would assess him as:

1. Paranoid. When someone contradicts his thoughts he thinks they are paid Intel pumpers.

2. Obsessive-Compulsive. Sharikou must spend most or all of his day just writing in blogs about how Intel is evil. Unless he's being paid for his efforts, which I doubt anyone would do, he's doing this out of compulsion. And it's clear he's obsessed with various thoughts, which I won't even mention.

3. Delusional. Sharikou sends out 'briefings' to Intel and AMD execs and somehow feels they read them and will state in his blog how they have listened to his words. If you've read his columns for any length of time you may probably come to the conclusion that he is not a PhD either.

Anyone out there who plans on investing, please read further and do not take anything Sharikou says without investigating yourselves first. Scan through his blog first and make a solid judgement about his words to be safe before listening to anything he says or you may lose a lot of money. He is not well and is not capable of making rational decisions at this point.

"I read through your blog. You are a very smart gu...

2006-08-21T22:09:00.000-07:00
"I read through your blog. You are a very smart guy but not very objective. It would be interesting to know why you are so in love with AMD or why you detest Intel so."

Apparently, you have a lot of tolerance for stupidness!

IT seems you are new and did not know that Sharikou was fired from an agency which placed him at a company he despises! The reason given: System Abuse!

It is up to you to interpret what that means! Since then, he has been a professional couch potatoes with an outdated PC and all the time of the world to troll around the web..

Sharikou,

I read through your blog. You are...

2006-08-21T18:25:00.000-07:00
Sharikou,

I read through your blog. You are a very smart guy but not very objective. It would be interesting to know why you are so in love with AMD or why you detest Intel so.

Your theory that Intel will go BK soon is hard to fathom. As of July 1st, Intel had approximately $6.4 billion in cash and short term investments. This has decreased from $11.3 billion on 12/31 05 mainly due to a stock repurchase plan and some paying down of long term debt. Assuming Intel maintains gross margins in the high 40s during the next two quarters, there will be some pain and a lot of griping from the shareholders, but there is no indication of any problems that couldn't be taken care of by suspending the stock buyback program and if necessary, reducing dividends. As far as reducing payroll is concerned, Intel is overdue to get rid of dead wood and this is normal and desirable for a company of Intel's size (at least from a shareholder's perspective). By the beginning of next year, Core 2s will be everywhere and we will see how the competition ensues.

As far as production costs go, you are pretty much alone in believing that AMD's costs are lower than Intel's. In the not too distant past, I've even heard high level AMD people stipulate to this. This isn't reflected in gross margins because until the middle of 2006Q2 AMD could sell everything they made, while Intel was making a lot of useles inventory. No matter how efficient you are in manufacturing, it doesn't improve you gross margin unless you sell it...

Finally, its hard to accept that even you believe AMD's ASPs will rise over the next 4 months. The X2 prices have come down a lot already and I suspect they will come down a lot more. As long as Intel is determined to provide more than 80% of the world's processors and AMD is shooting for 40%, there will be a lot of excess processors and severe pressure on processor prices. AMD's ASPs may drop by a lower percentage than Intel's, but its certainly going to be heading lower rather than higher. And overcapacity won't be limited to the desktop market...

Regards,
Alan

Dr. Sharikou, whenever I read your comments, the p...

2006-08-21T14:54:00.000-07:00
Dr. Sharikou, whenever I read your comments, the picture of Baghdad Bob comes immediately to my mind.

Have a nice day :-).

And this was before AMD officially axed X2 pric...

2006-08-21T12:42:00.000-07:00
And this was before AMD officially axed X2 prices. With Intel starting to ramp up on Conroes, its not hard to deduce that AMD's ASPs will be under additional pressure. Such is life during a price war...

Dude, it's the mix that matters. In Q2, AMD sold 1.0 million X2s. In Q3, it will be 3.1 mil. In Q4, it will be 6.6 million. Sempron will be reduced from 5.3 million in Q2 to 4.9 million in Q4. ASP will rise.

As for why Intel will BK in 5 -7 quarters, read my blog. It's free information, and you should read it as you bet money on AMD/Intel.

http://sharikou.blogspot.com

Sharikou,

You are a funny guy. Lucky for yo...

2006-08-21T10:40:00.000-07:00
Sharikou,

You are a funny guy. Lucky for you, it won't take long to see the error of your ways. AMD's results for 2006Q3 will be described in many ways, but not even Hecter will describe them as great. Your take on the second quarter was also over the top:

Sharikou says: "Its (AMD's) ASP will be steady..."

AMD says in 2006Q2 conference call: "Second quarter sales were down from the prior quarter primarily due to the challenging pricing environment for high-volume desktop processors which negatively impacted average selling prices (ASPs)."

And this was before AMD officially axed X2 prices. With Intel starting to ramp up on Conroes, its not hard to deduce that AMD's ASPs will be under additional pressure. Such is life during a price war...

Your suggestion on the relative corporate strengths of Intel and AMD is also not well tied to reality. Links to the balance sheets of Intel and AMD are given below (Yahoo doesn't include AMD's 2006Q2 results but they are available on AMD's site):

http://finance.yahoo.com/q/bs?s=INTC
http://finance.yahoo.com/q/bs?s=AMD

Even after marking down Intel's inventory by a couple billion dollars and assuming a billion dollar loss in the upcoming quarter, Intel is still in much better position for the current price war.

For those without the time or inclination to review the balance sheets, the S&P corporate credit ratings of the two companies are given below:

Entity Local Currency Foreign Currency National Scale Type1
Intel Corp. A+/Stable/A-1+ A+/Stable/A-1+ ICR
Advanced Micro Devices Inc. B+/Watch Neg/-- B+/Watch Neg/-- ICR

Standard & Poor's investment grade ratings in order from the highest to the lowest are: AAA, AA+, AA, AA-, A+, A, A-, BBB+, BBB and BBB-. Standard & Poor's non-investment grade ratings in order from the highest to the lowest are: BB+, BB, BB-, B+, B, B-, CCC+, CCC, CCC- CC, C, D and SD.

Aside from giving you S&Ps take on the relative risks associated with the two companies, with AMD's bonds being rated a MUCH riskier investment, AMD's B+ corporate credit rating means that it pays a lot more when it borrows money. And right now, AMD is borrowing a lot of money...

Finaly, I shorted AMD at a weighted 35.60, and expect it to go down well below 20. I've lost a lot of money on some short deals, but I doubt this will be one of them.

Regards,
Alan

No kidding it's silly. If I want this kind of deb...

2006-08-21T07:20:00.000-07:00
No kidding it's silly. If I want this kind of debate, I can go post on AMDZone, or even better, Anandtech.

Just read the news, take it in, and then go flame the people you hate. :P

Thanks for the blog Mr. VoodooMan. I enjoy your insight. Just wish I could also enjoy my own Voodoo PC. Working in education has it's pitfalls though.

AMD has cemented its position in the duopoly ever ...

2006-08-21T06:55:00.000-07:00
AMD has cemented its position in the duopoly ever since it took the challenge to Intel with the Athlon and stopped being a simple clone. I believe that now more than ever, AMD is capable of holding out until it can come up with something to match the Core microarchitecture. Intel can hurt AMD's bottom line but it cannot crush it as easily.

I believe that the 4x4 will be something to look forward to. If only AMD would be able to market it as well as nVidia did with SLI. This move allows AMD to leverage Hypertransport, something Intel still does not have, in order to cope with the competition.

What will be truly interesting will happen when AMD releases the K8L quadcore and have it work in the 4x4 system. That will effectively give you an 8-core system!

This has resulted in Intel profits falling from...

2006-08-21T02:56:00.000-07:00
This has resulted in Intel profits falling from $2 billion per quarter to $1 billion in the latest quarter, to some negative amount in this quarter. But Intel is a very strong company and they can easily absorb the short term pain

You are right that Intel will post losses. You are wrong that Intel is financially strong. Check out Intel's balance sheet and see why I projected that Intel will BK in 5-7 quarters. AMD's next 3 quarters will be great. Its ASP will be steady and volume will increase dramatically. Once Intel BKs, AMD will own the CPU market. So cover your short soon, your risk is unlimited.

It's all a bit silly.

Why is this even a d...

2006-08-21T02:47:00.000-07:00
It's all a bit silly.

Why is this even a discussion.

We are arguing over two American companies.

When CPU's start flowing out of China we will have the major problems.

Hi Mr. Sood,
do you think a single or dual core...

2006-08-21T02:25:00.000-07:00
Hi Mr. Sood,
do you think a single or dual core variant on K8L - layout will come out with 65 nm starting end of year ?
The core enhancements should work on these also and would help a bit on the Conroe performance.

If amd integrates chipset & gpu with cpu and then bundled with a harddisk, may we see a "3 watts ipod sizes solaris server" ?
;-)

On a square meter racked in, these could make up a nice companies infrastructure.

regards juergen

Between January 1999 and 2002, Intel spent about $...

2006-08-20T15:45:00.000-07:00
Between January 1999 and 2002, Intel spent about $11 billion dollars acquiring 35 companies. It took a break and then started again.
http://news.com.com/2061-11128_3-6073591.html

Intel also took Digital's StrongArm low-power processor business and renamed it Xscale.

24 July 2002

Imagination Technologies Group plc ("Imagination Technologies"), the leading provider of multimedia and communication intellectual property ("IP"), today announces that Intel Corporation ("Intel") has licensed Imagination Technologies' PowerVR MBX graphics / video core for incorporation into Intel Integrated Circuits ("ICs").

http://www.imgtec.com/News/Release/index.asp?ID=312

17 May 2005

Imagination Technologies Group plc, (“Imagination Technologies”), a leader in system-on-chip intellectual property (SoC IP), announces that Intel Corporation (“Intel”) has licensed both a member of its new generation, fully programmable PowerVR graphics and video processing IP family, codenamed Eurasia, and a next generation multi-standard video codec (video encode and decoder) IP core.

http://www.imgtec.com/News/Release/index.asp?ID=409

HP labs EPIC -> "Itanium" -> Intel

DIGITAL -> INTEL

Oct. 27, 1997 :
Key components of the agreement pending government approval:

• Intel will purchase Digital's semiconductor operations including state-of-the-art facilities in Hudson, Massachusetts as well as development operations in Jerusalem, Israel and Austin, Texas for approximately $700 million.

• Digital will retain its Alpha and Alpha-related semiconductor design teams to continue to develop future generations of Alpha. Intel will make offers of employment to other Digital semiconductor employees.

• Intel will serve as a foundry for Digital for multiple generations of Alpha microprocessors.

• Digital will develop a full line of systems based on Intel's IA-64 processor family.

• Digital will port, with technical assistance from Intel, its industry-leading Digital UNIX to Intel's IA-64.

• Intel will obtain rights to manufacture and sell other non-Alpha Digital semiconductor products.

http://www.intel.com/pressroom/archive/releases/cn102797.htm

Compaq is transferring significant [DEC] Alpha microprocessor and compiler technology, tools and resources to Intel.

NEW YORK, June 25, 2001 - Compaq Computer Corporation (NYSE: CPQ) and Intel Corporation today announced a multi-year agreement

Technology Transfer
Under the multi-year technology agreement, Compaq is transferring significant Alpha tools and engineering resources to Intel, as well as granting licenses to Compaq's Alpha microprocessor technology and compilers.

Over the next couple of years, several hundred Compaq microprocessor engineers, compiler experts and infrastructure employees will be offered employment with Intel. A portion of these engineers will remain with Compaq to complete a next-generation Alpha microprocessor development effort currently underway but will transfer to Intel as their projects are completed. Compaq's transfer of technology and resources to Intel is expected to result in an acceleration and enhancement of Intel's Itanium processor roadmap.

http://www.intel.com/pressroom/archive/releases/20010625corp.htm

*

AMD: Evolution of an Innovator
http://www.amd.com/us-en/Weblets/0,,7832_12670_12686,00.html

Comments on rahulsood: Random thoughts on a Thursday evening

I wonder when Sharikou said that Intel would be...

My dear Sharikou - hind sight is always 20/20. A c...

Sharikou - You already missed your prediction o...

RahulOn ATI stopping development on Intel ...

Alan - great post above. Good to see someone look ...

I wonder when Sharikou said that Intel would be ba...

AMD has more than one fab. They have two in German...

Sharikou - You already missed your prediction on I...

Apparently you do not know what copy exact means.....

You have fuzzy math! You are comparing a platfo...

Have your friend with the Bunny zsuit walk around ...

Sharikou,You have fuzzy math! You are comp...

Your theory that Intel will go BK soon is hard ...

Anyone who would take Sharikou's advice needs to r...

"I read through your blog. You are a very smart gu...

Sharikou,I read through your blog. You are...

Dr. Sharikou, whenever I read your comments, the p...

And this was before AMD officially axed X2 pric...

Sharikou,You are a funny guy. Lucky for yo...

No kidding it's silly. If I want this kind of deb...

AMD has cemented its position in the duopoly ever ...

This has resulted in Intel profits falling from...

It's all a bit silly. Why is this even a d...

Hi Mr. Sood,do you think a single or dual core...

Between January 1999 and 2002, Intel spent about $...

Rahul

On ATI stopping development on Intel ...

Sharikou,

You have fuzzy math! You are comp...

Sharikou,

I read through your blog. You are...

Sharikou,

You are a funny guy. Lucky for yo...

It's all a bit silly.

Why is this even a d...

Hi Mr. Sood,
do you think a single or dual core...