I'm the one who made many of the bold comments that we'd seen the technologies from AMD as pretty good. Their technology in many areas was leading. But those are transient.
Sentiment: NEGATIVE
I am sure there will come a time when we are going to use AMD. The products have been getting better. The acceptance is getting better. But we have not been suffering as a company for either growth or profitability because we haven't had AMD.
Intel's still our main partner. We have not announced anything with AMD and don't have anything planned, but we're constantly being aware to make sure our customers get the best technology.
Look at what Silicon Valley has done - the advance of computers.
Virtually every real breakthrough in technology had a bubble which burst, left a lot of people broke who'd invested in it, but also left the infrastructure for this next golden age, effectively.
The thing that's changed the most has just been the rapid technology.
In my opinion, right now there's way too much hype on the technologies and not enough attention to the real businesses behind them.
I.B.M. was not really bringing their best technologies to India. They were dumping old machines in the country that had been thrown away in the rest of the world 10 years before.
I managed Hewlett Packard through the worst technology downturn in 25 years, the dotcom bust.
If you watched companies such as Sony and Samsung grow, they focused first on features and then on industrial design, which made their products look and feel better.
New technologies, however remarkable they might seem, are fundamentally just tools made by people for people.
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