Focus on their strengths (APUs, GPUs, perhaps server chips) at the expense of their weaknesses (CPUs)...? IOW, cutting off the diseased limbs to save the body.
What would AMD again from a restructuring? It isn't debt or union agreements that are killing the operation, but inability to design and sell profitable products. Sure, they could get rid of GLF, but who would manufacture for them in the short term if not GLF?
Focus on their strengths (APUs, GPUs, perhaps server chips)
Umm.... Wha?????
This is good advice, heed it. So far this thread has gone fine and you guys have even corrected yourselves, which I appreciate.Lets not turn this into an AMD vs. Intel thread. Seriously.
Not an area I know nearly as much about, hence the question. From my limited understanding, I thought their multicore monsters were useful in certain scenarios?
If AMD goes under, I would imagine both Intel and Nvidia wanting to buy them out for the sake of their GPU patents. Intel probably wants them, and Nvidia probably doesn't want Intel to have them.
Focus on their strengths (APUs, GPUs, perhaps server chips) at the expense of their weaknesses (CPUs)...? IOW, cutting off the diseased limbs to save the body.
They have less than 5% of the x86 server market at this point, and it's going down and not up.
Not an area I know nearly as much about, hence the question. From my limited understanding, I thought their multicore monsters were useful in certain scenarios?
They can certainly beat Intel chips in raw performance in certain applications- but they tend to lose pretty badly in performance/watt, which is the main concern for most server customers. If they're going to be stressing a 16-core chip 100%, 24/7, those energy bills rack up quickly.
- Kabini is a major upgrade on Brazos and will provide a revenue and profitability uplift.
They can certainly beat Intel chips in raw performance in certain applications- but they tend to lose pretty badly in performance/watt, which is the main concern for most server customers. If they're going to be stressing a 16-core chip 100%, 24/7, those energy bills rack up quickly.
Personal opinion:
If Fitch would have actively followed the market they'd have lowered AMDs rating a year ago. AMDs current plan for the near future is more safe and sound than it was a year ago even if it's still a gamble.
Thus, degrading their rating now and by this amount seems much more like a screw up by Fitch than anything else.
Brazos today corresponds to 40% of shipments, but maybe only 30%-35% of their revenues. While Kabini will be an improvement to those 30%-35%, what happens to the others 65%-70%? Do you think a half-baked upgrade such as Richland can take on an arch refresh from Intel?
How long before the Haswell i3's hit? Richland is 6 months ahead of Haswell.
So take the current A10 5800K, which is selling well vs the i3 3220 which is dropping in price, and add 10-20% performance at the same price.
The only half baked upgrade is Haswell, coming too late to matter.
AMDs -37% YoY in the CPU division and product mix disagrees with you.
AMDs -37% YoY in the CPU division and product mix disagrees with you.
Are there data on sales of specific SKUs? There's a lot more to that -37% YoY CPU division than just the APUs, correct? Hell even Intel's YoY CPU sales are down double digits, aren't they?
How long before the Haswell i3's hit? Richland is 6 months ahead of Haswell.
So take the current A10 5800K, which is selling well vs the i3 3220 which is dropping in price, and add 10-20% performance at the same price.
^lol
Who wants to go in on a flatbed truck with me and go bid on some cool tooling at their factory closeout auctions?