Point is - you should recognize FC has one year of direct experience and this guy has decades of related experience.
That also ties in to a wider point; i.e., there are *hundreds* of vastly experienced chip designers with experience working for Intel, AMD, Samsung, et cetera who are capable of designing a 28nm ASIC. Acquiring the talent is not a big hurdle and there are probably a few more Cointerras lurking in the wings right now.
Exactly. Money buys talent. AM has money. I don't see how one name attached to cointerra threatens AM so significantly.
AM has a massive head start and funds to buy whatever skillset or expertise they may be lacking