Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 207.58

-1.5%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: gzubeck who wrote (244027)	12/6/2007 1:55:17 PM
From: fingolfen	of 275872

This constant Intel hype machine has been nausiatingly stupid in regards to having a ten percent faster cpu and 12 months of Hector keeping silent... Who the hell can stay in business against a competitor who get 40%+ more in asps... Yes AMD management is at fault and I'm not defending them...the reason why I say AMD has been playing the wrong game is that the OEMS have not been out to help AMD but to suck money out of their growth...keep em as a weak sister.... Okay - so let me get this straight - when AMD had a performance lead it was all about performance, but when Intel has a performance lead (and performance/watt, and performance/$), suddenly that's no longer the relevant metric? Sounds hypocritical to me. As to Hector being silent, AMD has issued announcement after announcement about the benefits of Barcelona and how the Intel solution “wasn’t a real quad core” – heck, if you listened to Hector it was like the Second Coming given form. So I don’t understand the comment that Hector has been “silent”, he’s been in front of any microphone that’s on. I do agree that management has something to do with the current debacle that is Barcelona and Phenom, but they’re facing substantial engineering issues as well. AMD’s chip designs have promise, but they have killer bugs at this point. AMD’s fabrication process maturity also is behind where Intel is. Their 65nm transition was as rocky as Intel’s 90nm transition – if not worse. Intel has already moved to 45nm with high-k and metal gates and will cross-over next year, putting AMD further behind in fabrication technology. As to the OEM’s – now you’re blaming them for not artificially propping AMD up as well? OEM’s are going to go with who is going to give them the best part at the lowest total cost. That’s business. When AMD had better chips, they prospered. Now that they’ve stumbled, they’re suffering. The business community isn’t required to provide corporate charity sales to an allegedly “for profit” entity. It’s time to put the blame squarely where it belongs: AMD screwed up. They have no one but themselves to blame for their current predicament. Their only salvation comes from taking two steps back and developing a competitive product on a competitive fabrication process.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next