Alby_da_Wolf said:
Kasz216 said:
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Nvidia has APUs(Fancy word for ARMs) and Unified memory architecture... why do people keep thinking they don't?
Nvidia's videogame revenue was extremely disapointing last gen, they just didn't want to chase after the low ass margins the consoles provide, let alone at the even lower margins that AMD were offering because well....
AMD is desperate. They lost a billion dollar last year.
Really AMD's situation mirrors Sony, (Right up to selling their headquarters) except Sony has the advantages of being on the top in their field at one point and having good profitable buisnsesses.
Well, and Sony actually moved their headquareters after they sold the building, they weren't desperate enough to sell their offices then just lease those exact same offices from the company who bought them. That's just... really bad.
http://arstechnica.com/business/2013/04/the-rise-and-fall-of-amd-how-an-underdog-stuck-it-to-intel/
http://arstechnica.com/business/2013/04/amd-on-ropes-from-the-top-of-the-mountain-to-the-deepest-valleys/3/ (to skip to the console part)
This is something people who are coming in from consoles might not know but... really this is a last chance gamble for AMD.
I think they're REALLY hoping somehow the Xbox One becomes huge as a TV Box.
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This AMD gamble should be a quite safe one, luckily: even if 8th gen will sell the same as 7th, or even a little less, AMD share on it will be far bigger, and actually MS and Sony are giving it a huge help to launch what will be the top of AMD low power consumption APUs range.
In the worst possible scenario console market will give AMD little help, but it shouldn't damage it.
About leasing the offices they just sold... MEH, this shows AMD's worst problem, its management SUXXXXX!!! Hard. If they cannot afford them anymore, don't lease them, move to a cheaper area and instead of paying a rent, get a loan to buy cheaper offices and use that same money of the rent to at least end up owning what you're paying for.
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What makes you think AMD's share will be far bigger? I think it will be the opposite. They are providing both a GPU and CPU HOWEVER they've likely had to offer cut-rate margins to accomplish it. I mean, again remember, Intel DID have the tech that AMD does, they just backed off. Nvdia saw about 500,000 revneue total from the PS3.
Also remember, that same shitty management more or less is who approved the revnue deals.
http://www.trefis.com/stock/amd/articles/188123/amds-surge-on-game-console-wins-looks-overdone/2013-05-23
In general too it's more an issue of what the whole thing represents, which is AMD essentially trying to go where they think intel doesn't want to be. That's more or less what their whole APU line is about.
