Comments on: so much cool… http://www.suryasays.com/2007/04/10/so-much-cool/ a blog on tomorrow's impact on today. Sun, 07 Sep 2008 19:34:12 +0000 http://wordpress.org/?v=2.0.5 by: Andrew B. http://www.suryasays.com/2007/04/10/so-much-cool/#comment-408 Fri, 13 Apr 2007 15:51:40 +0000 http://www.suryasays.com/2007/04/10/so-much-cool/#comment-408 Surya, Seeking Alpha is a great site. I use it all the time in my analysis. It provides useful unbias opinions. Hope you're well. Andrew Surya,

Seeking Alpha is a great site. I use it all the time in my analysis. It provides useful unbias opinions. Hope you’re well.

Andrew

]]> by: Jim http://www.suryasays.com/2007/04/10/so-much-cool/#comment-394 Wed, 11 Apr 2007 15:54:05 +0000 http://www.suryasays.com/2007/04/10/so-much-cool/#comment-394 Read your latest on AMD. Here's what to keep your eye on: The date of Barcelona's release will not be as important as what AMD says about the roll out down the product line. Intel will respond fairly quickly with updated info about penryn. If penryn closes the performance gap enough so that Intel can compete on price, expect an escalation of the price war. After that nehalem's anticipated release will be crucial. AMD cannot float new bonds or stock without being required to to pay back a substansial amount of money to the folks who loaned the $$$ for the ATI acquisition. Read your latest on AMD. Here’s what to keep your eye on: The date of Barcelona’s release will not be as important as what AMD says about the roll out down the product line. Intel will respond fairly quickly with updated info about penryn. If penryn closes the performance gap enough so that Intel can compete on price, expect an escalation of the price war. After that nehalem’s anticipated release will be crucial. AMD cannot float new bonds or stock without being required to to pay back a substansial amount of money to the folks who loaned the $$$ for the ATI acquisition.

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