Originally posted by: Idontcare
Originally posted by: Acanthus
I wouldnt place AMDs pitfalls solely on Intel being anti-competitive.
Phailnom barely beats its predecessor, the ATI aquisition was horrible timing, their marketing has been abysmal for years, they fail to outsource when they cant meet demands of OEMs... and the list goes on and on...
I will admit that it likely contributed to their current situation, but not $30b worth.
We should temper our expectations of what is reasonable product-line to product-line improvements based on the R&D resources available to make those improvemtns.
Consider, by whatever metric pleases you, the improvement Intel was able to generate in their Netburst -> Core transition. Normalize this IPC improvement in context of the financial investment Intel made to drive that improvement.
Now consider, by same metrics of course, the improvement AMD was able to generate in their K8 -> K10 transition. Normalize this IPC improvement in contect to the financial investment AMD made to drive that improvement.
Now compare the ROI (return on investment) each company derived from their investments. There are second-order effects (laws of diminishing returns, etc) which will prevent a linear ROI per unit investment scaling, of course, but to first-order this ought to be a linear scaling.
Phailnom would be a reasonable assertion if AMD generated Phenom type results with Intel type investments. But that was simply not the situation.
I find it hard to fault AMD for their product SKU's relative to Intel, this is pure numerology insomuch as it can ever be. Intel invested more and got more in return for that investment. QED.
Now why was Phenom not a more impressive product? Well AMD's contention could be that by having a legitimate business model be undermined by an abusive monopoly tactic they were starved of the GM's and thusly the R&D dollars needed 2-3 years ago to invest into a larger development team.
Ergo from there as logic dictates.