cap was $23B, and nV was worth somewhere in $11-13B range, or just about dead-even between merger and acquisition. We’re talking about the second half of 2005, and AMD was looking into ways to respond to upcoming threats named Nehalem and Larrabee. But at...

presentation at the firm’s analyst day, Pat Gelsinger’s pre-IDF briefing and more aggressive information that was coming out of IDF. Ranging from the integration of graphics into the Nehalem CPU to the company’s first discrete graphics card, for which...