Agreed. I do not care how solid of engineering credentials he has, that was thoughtless and immature smack to feebly attempt to ignore a very potent opponent. This sort of behavior is one of the stereotypes engineer CEOs often gets associated with them in contrast to their MBA contemporaries: that they have the STEM smarts but they lack the street smarts. That said, Lisa Su of AMD is an engineer CEO and she was far more nuanced and strategic in referring to competitors like Apple in a recent interview. So far, I am not impressed by this new CEO's comportment. However, it is results, not words, that matter. So if he delivers, I do not care if he sounds like a raving lunatic in his interviews. It is leadership that brings solid results that counts and everything else is immaterial. The initial outer package does not look all that promising, though. We shall see, though. Markets can literally transform in a matter of years. AMD could be behind the eight ball in five years from now all over again. Referring to a slightly different market, SEGA, for example, was the world leader in gaming graphics thanks to their world-class arcade hardware which was a good five years ahead of the PC market. Looking back, at the height of 90s arcade, SEGA was producing arcade machines using their proprietary Model 2 graphics solutions beginning famously with the racing title Daytona USA in 1993 which saw no equal in graphics hardware in the PC market until at least 1998. Then, just a few years later, with what what would seem like just almost overnight, SEGA would begin to see their hold in graphics hardware begin to fade. With the demise of the Dreamcast in 2001, SEGA’s home game console business—perhaps due to neglect from their undue focus on their amusements business, which is understandable as SEGA holds the title of the most prolific arcade machine maker in world history having produced more machines to date than any other company—was all but erased by the likes of Sony’s PlayStation 2. Meanwhile. SEGA continued to be a world-class player in arcade machine production, but there too their proprietary arcade hardware was soon to be outclassed from the revolution of PC graphics cards. By around the mid-2000s, SEGA had all but switched to third-party solutions where they finally settled with embedded PCs (using the Pentium 4 and GeForce 6 series in the SEGA Lindbergh), for their arcade hardware, a natural result of the PC gaming market booming as NVIDIA and AMD each made tremendous strides in graphics technology. At this point, all within the matter of about a decade, SEGA went from hero to zero in the world of gaming graphics.