IT WAS in Monaco – I flew in, I think for a channel gig. I certainly took a helicopter from Nice to Monaco, Sukh Rayat and me were in the helicopter.
It wasn’t the first time I’d been to Monaco, but certainly was the last.
I found myself in a channel conference with old muckers Roy Taylor and Scot John Byrne.
They had fallen out – I’m not quite sure why – because they were one partnership when I’d first met them as a channel journalist.
Now, of course, they are very important people. I think John Byrne works now for Dell-EMC and Roy works for Nvidia – sorry, AMD.
They were hammer and tongs in Monaco. I, being the perfect diplomat, brought them together in the cheapest bar in the place – a Guinness bar – where I persuaded them to love each other again.
I hadn’t expected Byrne and Taylor to jump on a table and kiss each other – in obviously a fraternal rather than a gay way.
The rest is history. Or maybe mystery. ♦
ROY TAYLOR. What a mensch! ♦
HAD A CHAT with old Charlie Demerjian at the INQster this morning about Mr Peddie’s post and the matter of eggs in the face.
Charlie tells me that sure enough the conversation was real, but after Mr Derek Perez laid down the guidelines for how to have a deep and meaningful conversation with Nvidiazilla, Charlie rejected them totalismo. At which point, rather than throw eggs at Demerjian, Derek just lost it.
Charlie said he was chatting to Jon Peddie about this stuff at the ATI conference at Computex and our darling debonair graphics analyst embellished it, quite colourfully we believe.
Is all well that ends well? We think not. Not yet, anyroadmap as we used to say at the INQsteria. ♥
INTEL IS NO favourite of Jen-Hsen Huang, the CEO of Nvidia, who lives cheek by jowl with Paul Otellini, Intel’s CEO in Satan Clara.
The feeling is reciprocated, we are sure.
Jen-Hsen took time out of his busy schedule (pronounced shedule in Blighty) to diss Intel. According to analyst Doug Freedman, who has been around since our Rogister daze, Jen-Hsen is “fricking mad” at Intel, and claims the stuff it’s doing is not good enough.
Doug worries that Jen-Hsen doesn’t get too obsessed by stuff. He says: “We hope that competitive drive doesn’t become an obsession distracting from technical advances and increasing target markets.”
What is Doug saying? He is saying: “Although landscape changes are underway in graphics and heterogeneous computing, NVDA’s driving position will become more apparent in 12-18 months”.
If only Doug was talking in straightforward English. This is what we think he means. Nvidia is far from dead and is still kicking big butt. ξ
SEEN this yet?
We had some inklings something like this was going to happen. It’s a case of unlikely bedfellows.
There was never any likelihood that Nvidia would buy Via, as Charlie D points out – that was Digitimes froth, of course. They did chat about licences and that a year or two back, but that wasn’t a goer.
Intel might resort to the legal stick, Charlie reckons – but if it does, it’s not entirely clear how that would work out. Larrabee and discrete graphic cards could alter the legal picture for Nvidia, we guess. Will be interested to see how this all works out. ♣
INTEL’S LARRABEE is no threat to Nvidia, according to a geezer called Andy Keane, chatting to the Wall Street Journal today.
Keane, who is the general manager of Nvidia’s graphic chip division, told the Journal that Intel is doing “old computing” and attempting to catch up.
That’s what I like about Nvidia – it’s got some balls. Last week Stephen Smith from Intel told us that his firm will have competing products with AMD and Nvidia next year. The quotes from Keane were buried deep in an article that – surprise, surprise – was featuring the sub-prime market. ♦