"The market sure seems to think that Nvidia and ARM are going to have success against AMD and Intel based on their recent performances," said Todd Swank, vice president of marketing at Burnsville, Minn.-based system builder Nor-Tech.
Swank pointed out that Nvidia's stock value has almost doubled in recent days. In addition, Swank traced the impact of Nvidia's Tegra 2 to comments from AMD's board of directors as to why the board asked for AMD CEO Dirk Meyer’s resignation.
"It certainly seems that they felt not enough is being done for AMD to go after this 'superphone' category." Swank said.
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