Wednesday, January 12, 2005 - Posts

Existential Marketing

I live 3000 miles from San Francisco and that Valley of chips, but for me the big news yesterday was the huge drop in AMD’s stock price. AMD had a great year, so it’s hard for me to understand what's really going on.

Intel just had a record quarter, but profits are down, how do you do that?

Transmeta a company so full of promise two years ago may stop making chips and begin just selling licenses, how long can they survive doing that?

Apple was given a prime spot on the front page of the NYTimes this morning with a photo and all. Another photo on C1, half a page with many more photos on C3 and not one mention of megahertz, megabytes, gigabits or RAM just alakazam!