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Originally Posted by cdawall
AMD is still to big to die. Someone will either buy them or they will be aloud to live in debt.
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If the cross licence agreements with Intel are rendered null and void if AMD are purchased then they probably don't rate high as an acquisition. I could see Intel buying AMD chips just to keep them viable enough to keep the FTC off their back.
Quote:
Originally Posted by cdawall
What is odd is the graphics side is doing well the products perform as good and sometimes better than the competition.
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ATI have always been less dysfunctional than AMD
Quote:
Originally Posted by cdawall
On the CPU side the APU's are starting to really catch on in laptops as well as inexpensive desktops.
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Unfortunately for AMD, the same can be said for the Sandy/Ivy Bridge ramps. Since the majority of OEM sales are entry level $450-599 type systems, it's probably safe to say that most buyers are only interested in basic functionality. It's also safe to say that the $100m write-down was due to unsold Llano inventory ( "
Regarding the Llano overstock, CEO Rory Read says "we'll work through that in the next two quarters" and that the company will "execute inventory burn-off," which could mean processor discounts into the holiday season)
Quote:
Originally Posted by cdawall
On the server side the BD chips hold on well enough in certain server markets which is AMD's big spenders
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Seems like a false economy. The main drawcard for AMD's Valencia/Interlagos seems to be drop in compatibility with the existing C32/G34 sockets. With cloud computing (HSA) now being pushed front-and-centre, how much lead time is AMD giving Intel? Low power Xeon, increased bandwidth and lower latency/reduced encode/decode overhead PCI-E3.0 with DDR4 and 12 core Haswell-EX/-EP waiting in the wings makes a formidable obstacle to overcome. Enterprise class systems should be the frosting on the cake for any processor/platform vendor, and from what I see, AMD are still scavenging crumbs off the table.
Quote:
Originally Posted by cdawall
Just seems odd to me that their stock is under $3 a share right now. Seems to me like the upper management is doing a shit job at controlling a downward spiral.
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The crux of the whole problem imo. Just look at the board. Virtually the whole group of them that have presided over AMD's fortunes (or lack of) since before Barcelona's time, are still sitting on the board- they just add new faces to the core group...meanwhile the lengthy list of fired CEO's and VP's just gets longer. Everyone is fairly quick to blame Hector, Dirk and Co.....nobody seems to question the people that OK'ed the hires.