The end of AMD

[SickBeast]

Originally posted by: AlabamaCajun
stop pissing in the green coolaid

:thumbsup:

 

[IdaGno]

probably the most intelligent Phenom/K10 commentary made to date - tho I still have no use for more than 2 cores

 

[lyssword]

Originally posted by: Acanthus

Originally posted by: OneOfTheseDays
I think we are all disappointed that AMD didn't capitalize when they had the chance. They had a product out for years that Intel couldn't touch until C2D and did very little to improve upon it. It was a costly lesson for them because Intel is rolling right now. They are executing well at every step and look to squash AMD.

I do like what AMD is doing in the graphics arena. Going multi-core now will pay big dividends for them in the future IMHO.

I dont know what you mean by multi-core, architecturally GPUs have been multi-core for 8 years or so.

If you mean more than 2 GPUs, that sounds awfully familiar to another company...

Ill give you a hint:

"Im not the one whos so far away when i feel the snakebite enter my veins, never did i want to be here again, and i dont remember why i came."

Voodoo? Voodoo? Voodoo. Do I get a cookie?

 

[rchiu]

Originally posted by: IdaGno
probably the most intelligent Phenom/K10 commentary made to date - tho I still have no use for more than 2 cores

That's a very good post. The same reason AMD didn't kill Intel when their A64/X2 was so much better than Intel's offering, most average Joe/Jane who buys computer don't need the fastest, best PC around, and they don't know or care how much you can overclok those chips. What's important for either AMD and Intel is to sell lots of cpu to the top PC makers at a good average price with healthy margin. That takes good manufacturing, vendor relations management, product mix management and marketing, not necessary the best and the fastest processor.

I am not a fanboy refusing to believe AMD can go bankrupt, they certainly did not do too well financially the last 3 or 4 quarters, and if they continue to lose money like that, they won't survive for long. But based on the latest financial report, there is sign of improvement. They increased margin by better manufacturing, inventory management and product mix. So I am not ready to pronounce the end to AMD yet, the next couple of quarters will be a very good indicator if AMD turns around or not.

By the way, for those who think AMD selling out to Abu Dhabi investment is some kinda bad sign, Abu Dhabi just bought 4.9% of Citibank for $7.5 Billion, and they also bought a significant amount of Sony stock. I think Abu Dhabi knows what they are doing, buying stocks on the cheap while dollar is cheap and they are loaded with oil money. For them to buy AMD isn't necessary a bad sign.

 

[soonerproud]

Originally posted by: keysplayr2003
I was under the impression that the x86 license is not transferable. If Nvidia buys VIA, they don't automatically get the x86 license.

True.

I suspect some of the secret dealings between Intel and Nvidia has both of them swapping licenses for each others technology. Nvidia may already have a license for x86, even though they don't produce a x86 processor.

 

[Acanthus]

Originally posted by: lyssword

Originally posted by: Acanthus

Originally posted by: OneOfTheseDays
I think we are all disappointed that AMD didn't capitalize when they had the chance. They had a product out for years that Intel couldn't touch until C2D and did very little to improve upon it. It was a costly lesson for them because Intel is rolling right now. They are executing well at every step and look to squash AMD.

I do like what AMD is doing in the graphics arena. Going multi-core now will pay big dividends for them in the future IMHO.

I dont know what you mean by multi-core, architecturally GPUs have been multi-core for 8 years or so.

If you mean more than 2 GPUs, that sounds awfully familiar to another company...

Ill give you a hint:

"Im not the one whos so far away when i feel the snakebite enter my veins, never did i want to be here again, and i dont remember why i came."

Voodoo? Voodoo? Voodoo. Do I get a cookie?

 

[jcenters]

Originally posted by: HeroOfPellinor
First of all, Microsoft is in league with AMD....as seen by their shared advertising and product tours. Primarily because of the Intel/Apple deal which gives Microsoft incentive, all things being equal, of having AMD succeed. They use their processors in their XBox 360.

No, the 360 uses the PowerPC [IBM]. Actually, IBM is really raking it in right now since the Wii [PPC] and the PS3 [Cell] both use IBM chips.

 

[trajan2050]

Originally posted by: Viditor

What's hard for most people to understand is that AMD could post a loss every quarter for another 20 years and still be making a profit and doing fine...
I know that's counter-intuitive, but it is how accounting works.




Another absurd statement. AMD will not exist in its current form if it can't service it's debt load which now exceeds its market value.
The last AMD bull changes his tune
27-Nov-07 AmTech Research Downgrade Buy Neutral
Stock hits a new multi year low
ADV MICRO DEVICES (NYSE:AMD)

Last Trade: 9.88

There is a strong possibility of massive layoffs and or asset sales at AMD.