I'm quite impressed with Charlie this year, as much as he dislikes Nvidia, he is very often right. For example when he said (last year!) Nvidia will be exiting chipset business, I though he was crazy, who would waste a market worth more than a billion? A year later it all makes sense now, Intel cut Nvidia out, its not worth for them to spend on R&D on AMD chipsets too - AMD makes as good if not better chipsets, cheaper. Bumpgate and Fermi being late didnt suprised me as much, yet almost everyone jumped on Charlie guts, just to find out he was right all along 😉