Friday, April 13th 2007
Some thoughts on AMDs position
Besides the usual R600 and K10/Barcelona talk that keeps us busy all day long there is another side of AMD that many people don't seem to realize: the financial part. If you are interested on being reading some well written thoughts I would suggest a recent two-part article at Overclockers.com. There Ed Stroligo explains AMDs actual financial situation with all the losses of revenue during the last quarter and gives some forecasts on how AMD will react to this.
Get to the first part here and don't miss the second part.
Btw.: There are several other interesting articles about various subjects of the computer sector at their front page.
Get to the first part here and don't miss the second part.
Btw.: There are several other interesting articles about various subjects of the computer sector at their front page.
17 Comments on Some thoughts on AMDs position
:eek:
Another one of my predictions: NVidia or Intel will end up buying the leftovers at a fire sale.
I actually want to study in the messachussetts institute of technology and hopefully get a job at AMD
-It does not come branded as a AMD product (fanboys needs to deal with this)
-It was in production before the AMD/ATI merger
-Offers no tangible benefit over Intel (if it did they would be sued).
yes amds finalcial situation my look bleak to the untrained and overall young eye (this has nothing to do with age and everything to do with experience), but thats exactly what happens when you buy a company and lose market dominace in one fell stroke. Now if any of you ahve paid attention you'll note another company had this happen a few years back, nvidia boguht 3dfx and launched their geforce fx series at the same time. the fx series was a blatant loss and they had spent money they could have used on development to buy 3dfx.
the result?they survived easily and
SLI- huge success
nvidia 6xxx series - huge success
nforce 4 chipset- huge success
this guy needs to get his head out of his you know what and pay attention. 90nm fab won't hurt amd badlya nd it'll enable them to work more on the ati sector to get
1)better chipsets
2)unified drivers
3) more economy class cards and motherboards(where most of the market is)
4) future development capabilities
amd is nowhere near finacial ruin, and in fact even though this guy puts sooo much emphasis on the loss of 65nm this year, it will be enable next year along with a few new goodies making this quarter a distant finacial memory.
now younguns might not remember but I remember the k6's (still had one up till december when it died along with my house, but thats a different dstory)
but I do and guess what intel was crushing that by more than conroes can crush am2's. the worst part, a pentium 1 233 could rape a k6 600MHZ, while conroe is good and all theres no conroe that can run at less than half the clock speed of an am2 dual core cpu and beat it.
yet gee hmm amd survived thatand with no where near the money, market share, or sales it has now. the whole problem is that investors ddin't really care so much back then, it was a gambling stock at best. now that amd has come off of a storng series of dominance the investors are getting nervous. they are wrong to do so and definetly short sighted.
as I pointed out earlier the nvidia shareholders were pretty nervous during the fx series, yet those who held on got more than an awesome reward, over double their investment and awesome rigs.
so again one quarter, psh, k6 ran for four.
and btw all you peopel obsessed with the nm on a cpu are in the minority extremist sale are the smallest part of the market. most people who buy cpu's buy them for there performance and cost. not how cool it will run when oced. lol seriously the whole "oh no amd isn't shrinking its die" is a ridiculous aregument when most people buy dells and hps and have no idea whats in them. and amd already has some 65nm cpus out, yes in the midrange where theres more of a market share, so no 65nm highend models matters little if at all