- Apr 30, 2014
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I love this forum. Though it is primarily a tech forum it clearly attracts several incredibly talented professionals in the industry. Ones with both engineering and business experience. SO this is a non-tech question that impact the CPU market directly.
I see a lot of discussion on this thread concerning the competition between AMD and INTEL and AMD and NVIDIA and likely future outcomes. While some are doom and gloom I never see any real factual discussion on what doom and gloom looks like.
So, let's discuss whether an AMD bankruptcy is even a reasonable possibility in this marketplace right now. If it were to happen what would be the impact on current agreements? What would it do to the market place in general with respect to the future products, innovation, costs, reliability, etc? Particularly with respect to firms that rely on competition and innovation in the cpu sector to control pricing and facilitate new product development (Apple, Samsung, Lenovo, etc)?
My personal opinion is that AMD is not going anywhere until at least 2017 when the first real wall of senior note debt obligation become due. To me that is the closest make or brake point with respect to continued operations.
I think it would be terrible for the CPU and GPU markets not simply because of basic market mechanics concerning price competition and innovation but because we have literally seen these effects at work since AMD stumbled in 2008 and 2012. Intel's pricing and innovation went to hell for consumers. As did NVIDIA's pricing.
I see a lot of discussion on this thread concerning the competition between AMD and INTEL and AMD and NVIDIA and likely future outcomes. While some are doom and gloom I never see any real factual discussion on what doom and gloom looks like.
So, let's discuss whether an AMD bankruptcy is even a reasonable possibility in this marketplace right now. If it were to happen what would be the impact on current agreements? What would it do to the market place in general with respect to the future products, innovation, costs, reliability, etc? Particularly with respect to firms that rely on competition and innovation in the cpu sector to control pricing and facilitate new product development (Apple, Samsung, Lenovo, etc)?
My personal opinion is that AMD is not going anywhere until at least 2017 when the first real wall of senior note debt obligation become due. To me that is the closest make or brake point with respect to continued operations.
I think it would be terrible for the CPU and GPU markets not simply because of basic market mechanics concerning price competition and innovation but because we have literally seen these effects at work since AMD stumbled in 2008 and 2012. Intel's pricing and innovation went to hell for consumers. As did NVIDIA's pricing.
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