So what made the Revenue to increase by 29% and the Income by 53% from Q3 2013 to Q4 2013 ???
Graphics and Visual Solutions segment revenue increased 29 percent sequentially and 165 percent year-over-year primarily driven by our semi-custom SoCs.
If I were dell or whoever, I'd rather not have a single source of cpu vendors I think.
Dell customers are not going to buy AMD just because of that. They already tried and failed.
Dell aren't interested in AMD at all. They never even shipped Athlon 64s when they were solidly beating the Pentium 4, they aren't going to start shipping AMD now. They have a, erm, close working relationship with Intel.
It's not so simple as tying this as a relationship with Intel.
It really does cost money, substantial millions of dollars in salary to field the necessary headcount required to manage an AMD account, to manage an AMD marketing campaign, to manage an engineering team (plus the engineers) who would be tasked with creating AMD-based products (different mobo, different supplier chain, etc.), to manage the shipping and distribution channels, to manage tech support and warranty claims, etc.
Any company who is striving to ship HUGE volumes of product so as to nail a cost-point such that their margin structure remains intact (or is improved upon) is going to look approach the scenario as "I am going to need to nearly duplicate and double a huge swath of my mostly costliest level of middle-management just to get this thing off the ground and ship my first unit, how long do I need to wait until I can expect that investment to ship it's 50 millionth unit?".
To have a product that customer's might want is one thing, to figure out how your own cost structure is going to be able to support the creation of a product line entailing that product at a margin point that your shareholders will be happy with is a completely different concern.
And to be sure sometimes such a business approach is 150% full retard, just look at Otellini's admitted goof over the iPhone opportunity. But that is when AMD (or Apple) needs to take the bull by the horns. Apple did it, not sure what is or was AMD's excuse in the time of the A64. Failure to execute I suppose, should have hired Steve Jobs as CEO instead of Hector.
Hah, true, I think most companies wish they'd had Steve Jobs as a CEO...
Yeah, AMD have definitely struggled to get their product out there and into the hands of their partners. Even when it seemed like they had a fairly competitive part (Llano laptop chips, Bobcat netbook chips) they either shipped so late that they missed the boat, or couldn't reliably provide enough volume. (Getting hold of Llano soon after launch was almost impossible, I was forced to buy a 3650 instead of the 3850 I actually wanted for a Christmas present.)
Not talking about Dell specifically, or Dell customers, but whoever decides and buys the parts that go into Dells or some other pre-built volume made box. Would YOU want to have only one vendor to choose from, for any product? Not I.
Just a thought, another puzzle piece.
Not talking about Dell specifically, or Dell customers, but whoever decides and buys the parts that go into Dells or some other pre-built volume made box. Would YOU want to have only one vendor to choose from, for any product? Not I.
Just a thought, another puzzle piece.
Me too! I intentionally held out on upgrading my dying laptop (truly dying, had super-glued the shell back together in multiple places) as I was waiting for Llano. And waiting, and waiting, and waiting.
But it simply never came, not 3 months later, not 6 months later, not 9 months later.