Phynaz
Lifer
- Mar 13, 2006
- 10,140
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No, I don't, AMD is anything but a focused company: They still have two wars to wage against much bigger and resourceful competitors, and the stakes on both markets only get higher, not smaller. In fact, on top of waging the two wars they have the semi-custom distraction because they need to somehow make profits.
AMD strategy as of lately has been a reversal and dismantling of the strategy Rory Read tried to develop for the company. Rory tried to take AMD outside of the competition against Intel for new markets, once this strategy backfired he was fired and now Lisa Su reverted back trying to reassert their place on the x86 market while still competing against Nvidia. Not really radical, not really intelligent, not really worth their investor's money. They seem to think that with improved execution they will be able to survive and even thrive in the medium term. I don't think they understand one of their most fundamental problem today, which is that they lack resources to do everything they are supposed to do on the markets they are supposed to compete and because of that they won't be able to execute well. By executing well I mean developing good products, manufacturing, marketing and supporting it on the supply chain.
I don't think they will get any traction with their HSA approach, they don't have the software muscle to support such a venture and even if it did the high end isn't moving towards general purpose hardware like AMD is advocating, but dedicated accelerators on the MPU and FPGAs (Altera alone was almost as big as Nvidia in terms of market cap).
Maybe with a little luck ATI will become a separate company again.