Five years ago, I stood on this very street, predicting the rise of AMD's roadmap. My enthusiasm was palpable, and if it weren't for the ethical concerns, I would have invested in their stock. Today, as I reflect on those words, I realize how prophetic they were. AMD's momentum continues, and it's all at Intel's expense. But is this the beginning of a new era, or are there cautionary tales to consider?
五年前,我站在这条街道上,和大家分享了我对AMD路线图的喜爱。如果伦理问题不是那么突出,我肯定早就买入他们的股票了。显然,那不是投资建议,现在也不是,但我要说,我真的猜对了。AMD的每一次打击都让Intel付出代价。对于AMD刚刚宣布的新CPU,我们有无数理由感到兴奋,但这篇文章不仅仅是要讨论这些。