No I am not. What I am writing is FACT borne out of 40 years of history. Who in their right mind expects AMD to morph into Nvidia or Intel - let alone overnight? I think you'll find all I did was offer a realistic counterpoint to your own vision on the future (in post #39 since you seem to have forgotten) that takes into account historical precedent and a fairly realistic view of how the industry operates. I certainly don't expect AMD to become either of those two companies. AMD has neither the resources, nor the managerial mindset for that. At Nvidia and Intel, engineering seems to operate within the strategic long term goals defined by management. AMD's engineers seem to have a free rein to explore and produce great hardware whilst their management indulges in some headless chicken interpretive dance routine that undermines their own engineers efforts.
The conclusions are self explanatory. The company is in a slow decline, and has a minimal grasp of marketing their brand.
No, I think you'll find that I'm doing no more than stating the obvious for most people with an understanding of the semicon industry and business in general. If that constitutes "hitting them when they are down", you can add me to tech sites, business publications like Forbes and Fortune, market analysis firms like Mercury Research and JPR, and AMD's own accountants. If anyone is hitting them "when they are down" it is AMD themselves and the apologists and conspiracy theorists that excuse the company, and would rather just hush the whole situation up whilst simultaneously trumpeting their vision of AMD's rise from the ashes.
No, I'll leave that to you. I'll concern myself with the industry. If you take a critique of a company that you're guerrilla marketing for personally, then that is your problem.
But they do feed into each other as a Catch-22 situation. AMD aren't viewed as a first tier option by OEMs, thus OEMs downgrade the feature set and options of products using AMD hardware to have them fit into "the value option" - a marketing aspect AMD themselves foster. When (mostly) only lower feature sets are available to the consumer, the brand is then reinforced as the budget buy in the minds of those consumers. Look at any OEM dominated market and you will see AMD either disregarded entirely, or entrenched at the budget end of the product stack. The laptop market is exclusively OEM - How many top spec machines ( screen resolution, installed RAM, SSD options, high end components such as dual/multi-GPU options with the higher associated power and cooling BoM) are on the market featuring AMD hardware as opposed to Intel and Intel+Nvidia ?
All those markets negate Nvidia and Intel's brand, since they are OEM product based. Smartphone and automobile makers don't feature anything other than their own brand in marketing for the most part. No one is going to base buying an Audi on what SoC powers their in-car infotainment centre, or the dashboard display, or GPS, or fuel and brake management system. All you've done is provide a very good example of the power of brand awareness. Where the brand is visible it sells, where it isn't visible the playing field is level and the consumer makes a value judgement solely upon the user experience and any brand visibility owned by the OEM.
