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Old companies performing like new companies — how curious

  After reading and reporting on the financial results of AMD and Intel, and reading Nvidia’s cautionary letter to its shareholders, I have been struck by the resiliency and dynamism of these companies. AMD and Intel are in their fifties, and Nvidia is 25. That may not be as old as say General Electric, Konica, or Bayer but those staid ...

Jon Peddie

  After reading and reporting on the financial results of AMD and Intel, and reading Nvidia’s cautionary letter to its shareholders, I have been struck by the resiliency and dynamism of these companies. AMD and Intel are in their fifties, and Nvidia is 25. That may not be as old as say General Electric, Konica, or Bayer but those staid old firms can’t change direction in a decade let alone a quarter as the semiconductor firms do. However, the market that has fueled the three processor companies has primarily been the PC and associated server market. All three of them
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