What's your argument? That he was let go because his silicon came back and it was disappointing? Wouldn't that be more reason to keep him to correct the issues? If on the other hand, you're arguing he left because the performance was disappointing, then wouldn't it be all the more reason for...
Carrizo counts, as chips ship to OEMs at least a quarter ahead of retail release. AMD projected 32% margins due to the higher mix of Carrizo APUs (new release, higher margins) compared to XBox and PS4 chips, so lower revised margins now implies they overestimated Carrizo demand.
This is economics 101 stuff. Monopolies will price higher and produce less quantity than if in a competitive environment for a greater producer surplus. The notion that somehow there'll be greater value to consumers in a monopolistic environment is so warped it's funny. That's like saying it's...
Hawaii was a huge marketing failure after the reference cooler disaster. Those chips should've gained massive market share pre-Maxwell (they had projected 20pt increase from 40/60 to 60/40 in dGPU against NVDA) but didn't due to the utter lack of ability to communicate that non-reference R9...
http://www.argylejournal.com/chief-marketing-officer/amd-draws-upon-employees-to-drive-a-brand-transformation/
Hope she wasn't compensated 7 figures with stock units for this kind of work.
The best form of marketing is always word of mouth.
More likely Lisa Su is using the poor Q4 earnings and Q1 guidance as an excuse to clean house. Byrnes was fired after he finished firing. We all knew AMD's marketing was weak so a CMO change was due. Chief strategy officer is a dead weight position. So these are good changes.
From the Byrne interview http://venturebeat.com/2015/01/11/why-amd-is-staying-out-of-the-internet-of-things-chip-market-interview/, it looks like he is trying to focus amd away from big chip designs, so it's probably likely zen will be delayed.
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