disolitude on 05 November 2012
| Soleron said: AMD is already dead. It has been from the Bulldozer launch; they do not and will not ever have the R&D cash to catch up, and management have made redundant most of the engineering staff. On top of that Intel's process lead is insurmountable, TSMC and GF and Samsung have no interest catching up. I was an AMD fan for a long time (though I always made rational purchasing decisions) and it's sad to see them go. In particular this new ARM strategy of theirs is ridiculous. I agree that the competition is now ARM-based, but I actually think it is Samsung or Apple or Qualcomm, because they have alone have the R&D cash and will to design custom CPU cores with performance in mind. ARM is a small company with even less revenue than AMD. I hope ATI are spunoff before all the talent leaves, I don't want to see Nvidia the sole graphics maker. |
Like I said above, I don't think AMD is dead. They are just dead from the enthusiast segment. GPU division and APU's are still quite excellent value and performance propositions.
They need capital to revamp the high end CPU line and start with a new platform, which like you said they don't have. Hence why I predict a buyout or bust. There may be some stuff behind the scenes we are not seeing which can bring them back from the dead for the high end, but I'd say the odds of that happening are 15% maybe.
