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Originally Posted by HumanSmoke
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.
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Which is fine since each of them owns one of the license they will just have to reach a new agreement. Since Intel owns the less useful side of the stick I don't know how well that would work out for them. Not owning the ability to make processors 64 bit seems like a really shitty side of things.
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Originally Posted by HumanSmoke
ATI have always been less dysfunctional than AMD
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This is true however with the volume of GPU's and chipsets pumped out under the ATi/AMD franchise you would think that alone would be able to hold up a company. It seems to hold up Nvidia without an issue.
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Originally Posted by HumanSmoke
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)
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FM2+Llano will likely be dirt cheap to push them out. Just like AMD's introduction of dirt cheap dual, tri and quad core phenom's under the "B" series.
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Originally Posted by HumanSmoke
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.
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Piledriver continues to be drop in compatible with lower TDP's than the older Bulldozer modules. While it doesn't gain them everything how much work is it really to add another module onto the die? Isn't that the entire idea behind these modular dies anyway?
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Originally Posted by HumanSmoke
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.
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Yep...
I vote a full redux of the upper management especially within the marketing division.