News of Lisa Su Leaving AMD Was an Exaggeration: "Zero Truth to This Rumor"

[Mephis]

In the area mentioned in my previous comment, yes, I do and it should be pretty obvious. And let's stop comparing them overall, they operate in different markets.

I'm good with that.

Instead of repeatedly throwing revenue figures at me (I get it IBM has a lot of cash), why not show me some market share figures for data centers ? What's their presence there among AMD, Intel and Nvidia ?

You do realize that the point of running any business is to make revenue and profit, right?

Now you are shifting the goal posts. First you said that Power was dead and that products using it weren't around anymore. I proved that wrong and now you want market share numbers for a very specific market segment. Next you will want the number of consoles that Power is in (none since the PS3, Xbox 360 and Wii U). This is going no where.

 

[Vya Domus]

I proved that wrong and now you want market share numbers for a very specific market segment.

Data centers are not a specific market for IBM and PowerPC, it's pretty much the only market where you can find PowerPC nowadays. You're trying very hard to fuse PowerPC (the silicon and architecture, to which I clearly referred to in my initial AMD comparison) to the equipment that they sell, the two are not synonymous nor equivalent.

And you've done very well to mention those old consoles proving that these things aren't used anymore in other products on your own. Honestly, I didn't even think about that one, thanks.

You do realize that the point of running any business is to make revenue and profit, right?

And I was curios how that profit is made, how many of their servers are being made and how widespread are they. I asked for some market share numbers so that we can get past those cryptic revenue figures that don't tell you anything. I am assuming you didn't found any and well neither did I, that has to mean something on it's own.

 

[EarthDog]

Now you are shifting the goal posts. First you said that Power was dead and that products using it weren't around anymore. I proved that wrong and now you want market share numbers for a very specific market segment. Next you will want the number of consoles that Power is in (none since the PS3, Xbox 360 and Wii U). This is going no where.

I snuck a look and I have no idea the relevance of market share figures for data centers compared to AMD/NV/Intel have to do with this...There is more than just PowerPC IBM equipment in Data Centers (why we are looking at that market only blows my mind...) and that is but the tip of the iceberg. I used to manage Data Centers in a previous life and worked with the IT teams in procuring hardware for them. There are storage solutions, Mainframes, etc...forest through the trees peeps!

 

[windwhirl]

I know this is going off-topic, but now I'm curious about the mainframes market. How many of them are around, who holds the biggest market share, etc...

 

[EarthDog]

I know this is going off-topic, but now I'm curious about the mainframes market. How many of them are around, who holds the biggest market share, etc...

IBM rules that AFAIK (I left that industry around 4 years ago). I know many major banks, credit card companies, and insurance (State Farm) use mainframes as a huge part of their processing. A mainframe's parallel processing abilities are still unmatched for the money last I checked. Hell you can even run zVM in a mainframe and save on software costs (RHEL). So while they are not a huge part of large companies like it was say 20+ years ago, many large corps like banks and CC companies still utilize these, sometimes multiple concurrent ones at the same time.

I used to work for a huge water company outside of DC and the Mainframe processes most of the business. We used an IBM VTL for scratch and backups, etc. It isn't all about rack servers, their market share and breadth is my point.

 

[$ReaPeR$]

what would be better? leaving amd for a "quick" buck at ibm or run the company until it surpasses intel and make your value as a company asset skyrocket?

 

[windwhirl]

what would be better? leaving amd for a "quick" buck at ibm or run the company until it surpasses intel and make your value as a company asset skyrocket?

Hard to tell. Besides, we don't know what Su thinks about her own career in general. She has done a very impressive job with AMD, and implicitly said she's staying for a few years more. I could suppose from previous interviews and keynotes that she likes the challenge that leading AMD provides to her. All that points to her staying with AMD...

 

[lexluthermiester]

I can agree, if she stays. If we find out in a couple of weeks or months that she has been hired at IBM, then not so much.

Rubbish and nonsense.

I just hope that this isn't a case of negotiations going on quietly behind the scenes and now because of WCCFTech

WCCFTech is a site not worthy of being taken seriously.

So, she has no ambitions beyond AMD? You know this for a fact? You've spoken to her privately about this?

This this same baseless gossiping that is found on WCCFT. It has no place here..

Lisa Su's life, goals and aspirations are her own and are none of our business until she decides to disclose them, which she has. She made it very clear that she is committed to AMD and has no intention of leaving.

 

[eidairaman1]

Not a whole lot of interesting things happening at IBM these days. Most of what they do nowadays is try and research trendy technologies and make acquisitions, they are not the innovation powerhouse they used to be.

Only ambition here would be more cash I guess.

AI is their focus like Intel and Nvidia

 

[john_]

AMD CEO Lisa Su’s Departure Rumor: The Whys and Whens - Market Realist

 

[danbert2000]

Who would want to work for IBM at this point? They're absolutely shedding talent and products. AMD is ascendant, and Su is the top dog. You would have to really be in a pinch to demote yourself to #2 at a dying corporate giant.

 

[EarthDog]

Who would want to work for IBM at this point? They're absolutely shedding talent and products. AMD is ascendant, and Su is the top dog. You would have to really be in a pinch to demote yourself to #2 at a dying corporate giant.

The Red Hat acquisition is predicted to inject life into the 'dying giant'

 

[danbert2000]

The Red Hat acquisition is predicted to inject life into the 'dying giant'

Just like when Oracle bought Sun, right? I don't believe it. IBM has some AI and a bunch of legacy services and hardware. Red Hat will probably just slow down the eventual decline.

 

[EarthDog]

Inject life...delay the decline... same difference, lol!!

 

[john_]

If IBM is building something really interesting and we can't know if they do or not, then she could go over there. But if they are not, I think she is still very young to take a position that looks like retirement for someone who is still very energetic. Very well payed position yes, but still, like a retirement position.

 

[lexluthermiester]

AMD CEO Lisa Su’s Departure Rumor: The Whys and Whens - Market Realist

Sorry, but that is fly-by-night trash site who's very existence seems to be to be to support other trash sites, by dilberate design. The conclusions of that article are as much drivel as it's citations.

 

[Vayra86]

And I was curios how that profit is made, how many of their servers are being made and how widespread are they. I asked for some market share numbers so that we can get past those cryptic revenue figures that don't tell you anything. I am assuming you didn't found any and well neither did I, that has to mean something on it's own.

IBM is doing a lot of not so sexy things that really don't benefit a whole lot from big media coverage. As mentioned. The financial world depends for a great deal on IBM mainframes, I worked with them myself until just a few years ago and they are only now getting very slowly phased out... and already companies are coming back to it or thinking about it, because the value of a mainframe is ironically enough increasing again as the trust in external suppliers for web clients and cloud isn't proving trustworthy enough (or these suppliers cannot really provide a higher burn rate for Change as mainframes could with in-house programmers). And its not impossible to build a web interface around a mainframe either, or at least connect to it. The biggest problem these mainframes have is age and a knowledge gap as the world moved to web based software.

The reason they are big into quantum computing is because that is the next big step for their core business. They need to be first, because if they are not, they cannot provide the security in their applications that they need to guarantee. Quantum is the key to unlock current day encryption for example.

Also about that revenue... the whole beauty of that number is that it captures a company's relevance perfectly.

TL DR IBM is on a whole other level as AMD, and certainly not a lower one.

 

[Vya Domus]

IBM is on a whole other level as AMD, and certainly not a lower one.

On a whole new level in what ? I am forced to dismiss these vague comparisons as I can't see where these two companies intersect directly in a specific market or field. I think I pointed out fairly well how their architectures are no longer used or sold outside their own manufactured equipment.

Also about that revenue... the whole beauty of that number is that it captures a company's relevance perfectly.

Hmm, that's not the same thing people claim for example about AMD's computing and graphics segment which is opaque in terms of how that's divided. Same with IBM's example here where revenue fails to reflect how relevant IBM is compared to AMD in the only area where we could have had a potential comparison.

You wouldn't say Nvidia is more relevant than AMD in the x86 processor space would you ? But hey they have more revenue, right ?

If you want a comparison, state the common segment and the numbers associated with it, otherwise you are wasting your time.

 

[EarthDog]

Was cleaning up bookmarks and ran across this...

Watch that space. It's a credible story...

Bookmarked.

maybe next year does this happen/gain credibility?

EDIT: Actually, I'm an idiot. Thread says she wasn't leaving... she hasn't left.

 

[john_]

This is probably the worst time to leave AMD. It's like a player who's team is winning 3-0 in a soccer final, all scored by him, in the half time, jumping from the winning team to the losing team hopping to score 4 goals and became a legend. Someone must be delusional to do it, even with a really big paycheck. Especially having seen Jim Keller leaving Intel for... personal reasons. Who wants to go and start working in that minefield?