As long as AMD has resources for idiotic stuff like re-branding SSD's and such you can easily lay.off people without affecting R&D. As a CEO that would probably be my first action. Then lay-off all those useless in the middle "Task-Coordinators" that contribute 0 and make everything more complicated. Let's be honest. A lot of companies would be generating pretty much the same if not higher output if the right 30% of people were fired.
760 wasnt exactly the best 45nm. And both Bloomfield and Lynnfield is significantly smaller in die size. Uarch simply have very high impact on performance.
Well, her first C-level position at AMD and it was only for for 4 months at AMD, and she's also fairly young. As bright as she might be, I can't but see this as a risky proposition for AMD, but again, I don't think there are many people lining up for the position. They took a lot of time to find Rory Read, now with the financial situation stabilized but at the same time more deteriorated, to find a new CEO would be even harder.
I corrected a false statement. You can downtalk AMD all you want and you have done nothing the last 3 years here at AT and SA predicting doom all over - no matter the situation and context. Same song each time. Her CV is impressive, and so is her results and actual performance. What is so difficult about saying so? - because i am pretty sure you have noticed too.
Well, you can say that I was all doom in the last three years, but I can't see many bright spots, really. AMD lost their server business (as I said they would), threw money in an useless, cash negative acquisition (SeaMicro, as I said it was), got a shrinking consumer PC business (as I said it would, including the pressure the cat family is getting with Atom) and is still a nobody on the GPU workstation market (as I said it would) and their consumer GPU business is still struggling against Nvidia (that one I missed, couldn't forecast the incompetence). Oh, they also started a rebrand operation that when nowhere (As I said it would) and now have 30% less money to develop products (that will have deleterious impact on Zen/K12). The only real bright spot is the console part, but it won't make AMD much money (as I said it wouldn't)... So despite talking doom I think my track record on the matter is pretty good.
As for Lisa Su impressive CV, it doesn't matter. She might be a brilliant engineer but running a business as a CEO is a different stuff. It's about having a vision and transmitting it correctly to others, and putting the right people in charge of its execution. It's about forging partnerships and managing relationships. It's about grasping the interfaces of extremely complex organizational systems and making them work. *That* part is not on her CV , despite how good engineer she was and isn't taught in any school. And she has *no* result to show. All the products that she put on the pipeline didn't come to the market yet. Let's wait for the products she is bringing to the market before talking about good results, and by good results I mean money, because that's the only result that matter for a commercial company.
and is still a nobody on the GPU workstation market (as I said it would)
http://jonpeddie.com/publications/workstation_report/AMD's share of professional graphics hardware shipments climbs again, on the back of FirePro shipments to Apple
Q2'14 marked the third quarter of shipments for AMD FirePro professional graphics products in Apple's recently revamped Mac Pro, and FirePro numbers continued to climb as Apple's premier professional platform ramped. With 74% of units shipped bearing its Quadro brand, Nvidia still commands the lion's share of the market, but AMD took another few points of market share in the quarter to rise to 25.0%.
And again this spinning of "She might be a brilliant engineer" and "despite how good engineer she was". 3 level...Nothing but trolling to pick a fight.
Just hoping for the return of SOI;
http://www.mpsoc-forum.org/previous/2005/bios/bio_Su.html
http://www-mtl.mit.edu/news/archives/2005/10/mtl_alum_named.html
Yes, I've been saving these for just now.
Bloomberg said:http://www.bloomberg.com/news/2014-...s-appoints-lisa-su-as-ceo-replacing-read.html
(...)
AMD didn’t directly address why it was making a leadership change just a week before the company reports third-quarter earnings. Reflecting the rushed nature of the announcement, AMD said in a filing that Su is still negotiating with the board on the terms of her new employment agreement and Read is still working out a separation agreement. In the statement, Chairman Bruce Claflin said Su’s semiconductor experience makes this “an ideal time for her to lead the company.”
Did the current Intel CEO ever run a company as CEO..??
Mr. Brian M. Krzanich has been the Chief Executive Officer at Intel Corporation since May 16, 2013. Mr. Krzanich served as the Chief Operating Officer of Intel Corporation from January 20, 2012 to May 16, 2013, and its Executive Vice President from November 2012 to May 16, 2013. Mr. Krzanich served as Senior Vice President of Intel Corporation from January 2010 to November 2012 and its General Manager of Manufacturing & Supply Chain until January 20, 2012 and also served as its Head of Worldwide Manufacturing. He was responsible for all aspects of Intel's factories and operations worldwide. He served as Vice President of Intel Corp. from December 2005 to January 2010. Mr. Krzanich served as General Manager of Manufacturing and Supply Chain of Intel Corp. Mr. Krzanich was responsible for all aspects of Intel's assembly and test operations worldwide. Mr. Krzanich served as General Manager of Assembly/Test of Intel Corp. He joined Intel in 1982. Since 2001, Mr. Krzanich has been responsible for the implementation of the 0.13-micron logic process technology across Intel's global factory network. From 1997 to 2001, Mr. Krzanich served as the Fab 17 plant manager, where he oversaw integrating Digital Equipment Corporation's semiconductor manufacturing operations into Intel's manufacturing network. The assignment included building updated facilities as well as initiating and ramping 0.18-micron and 0.13-micron process technologies. From 1996 to 1997, Mr. Krzanich was the Fab 6 plant manager in Arizona. From 1994 to 1996, he was a manufacturing manager for Fab 12 in Arizona. Previously, he was a process engineer at various Intel locations. He has been a Director of Intel Corporation since 2013. He serves as a Director of MiaSole, Inc. Mr. Krzanich was presented an Intel Achievement Award in 1999. He holds one patent for semiconductor processing. Mr. Krzanich studied bachelor's degree in Chemistry from San Jose State University in 1982.
Dr. Lisa T. Su has been the Chief Executive Officer and President of Advanced Micro Devices, Inc. since October 2014. Dr. Su served as Chief Operating Officer of Advanced Micro Devices, Inc. from July 1, 2014 to October 2014. Dr. Su served as Senior Vice President and General Manager of Global Business Unit at Advanced Micro Devices, Inc. from January 3, 2012 to July 2014. Dr. Su served as Senior Vice President of Freescale Semiconductor Holdings I Ltd. from June 18, 2007 to December 2011 and served as its General Manager of Networking and Multimedia from September 2008 to December 2011. She is a highly-respected technology executive and has an Outstanding Record of business execution. She has an impressive track record and solid understanding of the semiconductor industry. Dr. Su served as Senior Vice President and General Manager of Networking and Multimedia of Freescale Semiconductor Inc. from 2007 to 2011. Dr. Su served as the Chief Technology Officer of Freescale Semiconductor Holdings I Ltd. from June 18, 2007 to August 2009. She served as the Chief Technology Officer of Freescale Semiconductor Inc. since June 18, 2007. Dr. Su is a respected industry leader with more than 13 years of experience in technology development, product management and strategic alliances. She served as Vice President of Semiconductor Research and Development Center at International Business Machines Corp. since October 2005. Dr. Su joined Freescale from IBM, where she served in various capacities including Vice President of Semiconductor Research and Development, Vice President of Technology Development and Alliances in the IBM Systems and Technology Group. She served as a Director of the PowerPCTMproduct line and Emerging Products from 1995 to June 2007. She served in various technical and business positions at IBM including Vice President of Technology Development. She has been a Director for Analog Devices, Inc. since June 7, 2012 and Advanced Micro Devices, Inc. since October 2014. She has authored or co-authored more than 40 technical publications and co-authored a book chapter on next-generation consumer electronics. She was named in MIT Technology Review's Top 100 Young Innovators in 2002 and received the YWCA 2003 Outstanding Achievement Award for Business. She is a Fellow of the Institute of Electronics and Electrical Engineers (IEEE). She received B.S., M.S., and Doctorate Degrees in Electrical Engineering from the Massachusetts Institute of Technology.
http://investing.businessweek.com/research/stocks/people/person.asp?personId=25004787&ticker=INTC
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Lisa Su also has an impressive CV.
From the same source: http://investing.businessweek.com/research/stocks/people/person.asp?personId=24492129&ticker=AMD&previousCapId=168864&previousTitle=ADVANCED%20MICRO%20DEVICES
This made me chuckle. I think even many AMD fans would secretly have a hard time disagreeing. AMD should probably do what smart smaller companies do and farm out at least some of their marketing. It would probably get a lot better, if not cheaper....But again, you could fire AMDs entire marketing and have zero impact besides the positive part on financials and operations.
Yawn... sleepy try to stay on topic.760 wasnt exactly the best 45nm. And both Bloomfield and Lynnfield is significantly smaller in die size. Uarch simply have very high impact on performance.
So AMD stocks now again dips below 3$ after yesterday. And 6 days for Q3 result.
No, but he has the kind of CV you'd want to see for someone on a 'C' level management track at a company like Intel.
From Bloomberg Businessweek: http://investing.businessweek.com/research/stocks/people/person.asp?personId=25004787&ticker=INTC
Mr. Krzanich has broad exposure to Intel's operations, management style, organizational leadership, vendors and customers plus an additional 10 years to learn from and cement that experience. In addition, being CEO is likely the pinnacle of Krzanich's career (both in his expectations and reality - he would be a poor fit for a larger consumer technology entity).
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Lisa Su also has an impressive CV.
From the same source: http://investing.businessweek.com/r...d=168864&previousTitle=ADVANCED MICRO DEVICES
Dr. Su has extensive technical and managerial experience. What she lacks, is exposure time to the various facets of AMD's operations and organization. Despite this, I have to admit that she may be the best fit for AMD at the moment. The two predictions that I would make is that: 1) She will slim down AMD further because that is what she needs to do to succeed. 2) AMD will be a stepping stone unless she is able to turn the company around, grow the company's revenues substantially and provide investors with favorable bottom line growth (solid profits!).
TL;DR - It's not really Intel vs AMD. It is about who can best achieve the desires of each company's respective BoD and its investors.
"Planned" with no prepared parachute for Read and no agreed salary package for Su. Actually sounds about right for AMD's Board of Directors, rofl.
Is Su going to be the next Carly Fiorina?
I am waiting for it to drop to $2.50 then I am in. I will wait for the earnings report next week. That may put it at or below $2.00.