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Saturday, May 25, 2013
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Re: Execution by: Anonymous on 11/19/2009 by: Anonymous on 12/14/2009
'Stupid' AMD has been fabbing in CSM for years. This whole debacle is sooner about that their license would have ended next year.
by: Anonymous on 12/8/2009
And English is apparently not your strong suit.

vvvvvvvvvvvvvvv
They have the right idea by: Anonymous on 11/23/2009
You may have installed AMD wrongly as you have been using Intel chips for a long time... Your a Big Liar!!!!
uyiuy by: Anonymous on 11/23/2009
thisssssssssssssssssss fuking sucksssssssss
by: Kyocera on 11/21/2009
Apparently not only AMD is getting paid off.

Some rumors are floating around that Nvidia and TSMC made thousands of silicium wafers "as a reserve" for Fermi and that they will have to throw the majority of this on the garbage heap.
The wafers namely decay with time.

The second thought goes to, if they will try to salvage some of this reserve, since the chips are not going to be first choice (as making sandwiches from a week old bread).
And I already mentioned before rumors, that the first shipment is going to be worse than the one that will give the Tesla chips.
Same story or two completely different ones????

And where is ATI in all of this mess?
@ Kyocera by: Greg442 on 11/20/2009
looks like AMD is getting paid off by Intel to me.
by: Kyocera on 11/20/2009
AMD?
A company from the time when the contracts in tech were done on a California beach in bikinis sipping rum (without tea).

Telling how AMD is doing great with GPU business let us wonder if some still smoke grass watching thinking they are still in power flower times.
Those should ask themselves how important would ATI be today if Intel would have done the right thing (not being so egocentric)and bought ATI.

The great AMD is sucking money from ATI,they live from ATI; they avoided bankruptcy because of ATI. ATI's management took over the steering of this ghost ship.
The leftovers from AMD, aggressive enough to have pushed out a great deal of valid people, are for some time now playing a game "how to subject" ATI's brains.

Future?
None.
@Theo by: Anonymous on 11/20/2009
No doubt Atom is a huge success in term of volume. Profitability however is highly questionable (not to even mention cannibalization). Why do you think Intel is outsourcing Atom to TSMC? Intel's motivation for Atom is mainly to keep Via from getting a foothold in the X86 market.

I disagree that AMD had missed out much on Atom so far. They have got enough non-profitable products already and didn't need to take on more.

You can always find a bunch of people at every companies that like to complain about their employers. These people would serve themselves and their employers better by working hard to achieve the common goals instead of do little but complain.

As someone that had worked decades at Compaq/HP I've seen and heard my share of Intel abuses. If Intel wasn't guilty of antitrust, and with the army of lawyers that they have, why did they loose every antitrust cases in the past few years?

A big part of AMD's problems was their own creation (didn't execute), but the other part (hopefully only in the past) was when they did execute and got ahead technologically, Intel pulled out their bag of dirty tricks to deny AMD of their market opportunities.
R&D by: Theo Valich on 11/20/2009
I cannot disclose what I know on AMD on many fronts, but let me tell you that investing ton of money on R&D doesn't lead to great success and Intel's Larrabee and NV100 are great examples of that.

Well, especially LRB given the size of investment. But the bottom line is that no, AMD cannot invest 700M in R&D because their company is more in debt than their market cap was. If AMD does not pay off their debt, its Chapter 11 time. It is as clear as Lake Tahoe. And before anyone starts defending AMD, or claim bias, current financial situation is a consequence of very doubtful decisions by Hector Ruiz and Dirk Meyer.

AMD could had the whole netbook market to themselves, and Dirk Meyer was the person that shot Tomcat/Twincat netbook processors and left Nicholas Negroponte's vision. That is where AMD failed to monetize the great idea that they worked on, but that is the underlying problem with AMD. Spin too many things and then drop them.

Dirk also made the call to delay 65nm introduction because 90nm was selling so good, and when his Barcelona [Dirk was in charge of K10] came up with ton of bugs, it took painfully long to get it right, and ultimately - they failed to do so and released a CPU with a major TLB bug.

That delay caused Bulldozer and Bobcat to slip from 2009 into 2011. So no, AMD didn't had Intel forcing their roadmaps. Internal decisions were made and people left because of it. People that left were the cornerstones why AMD achieved such great sales results. Without these people, AMD is continuing to make mistakes such as the whole Evergreen affair. Beside 5700 series, nothing was executed as they should have executed. Calling a hard launch with less than 20,000 products, re-routing shipments from one OEM to another - yes, that sounds like a botched launch. And naturally, if you screw up at front, you send tremors down the chain. I can tell you a number of partners that skipped on advertising the 5800 series because they cannot get any volume... etc etc etc.

The company was first in a lot of things, but failed to follow through on one thing too many. Now, if anyone thinks I am biased against AMD, I can comment on all the SNAFUs happening in many companies. But if AMD wants to play victim, I can show Intel's financial numbers as far as the Atom goes and tell them here - this was couple of billion dollar sales that AMD skipped on. Won't go into Bullodzer delay affair, that deserves a LRB-style analysis. Will the real slim(e) shady please stand up?

Ed.
The worst is behind AMD by: Anonymous on 11/19/2009
They are in the clear now, and have a plan to execute. CEO said they will now turn a profit. AMD business as a whole has been improving especially on the GPU front. The last two series have been a big hit 4000 series and now the 5000 series are selling like hotcakes, they cannot produce enough. And what they are charging is ridiculous how cheap they are!! Glad to see AMD back on their feet competition is good, we all win.
They have the right idea by: Anonymous on 11/19/2009
R&D Funding will obviously come out of profits and not this settlement. Now that the debt is bought down they will have more profits allowing for a slightly greater R&D budget. The R&D budget should never be predicated upon a court settlement.
Execution by: Anonymous on 11/19/2009
AMD had been shackled by Intel for many years an in many ways, one of which was they had to produce X86 chips only in their own fab. With the settlement, AMD can go completely fabless. They can also fab their X86 chips at any foundries.

Intel had always enjoyed about a 1-year lead over AMD (now Globalfoundries) in silicon process shrunk. That advantage will start to erode when Intel has to compete against the foundries of the world that are better funded and more capable than the old AMD.

I believe AMD finally has to right leadership and the right game plan. All they have to do now is to execute.
Invest on R&D... by: Anonymous on 11/19/2009

I wish they would invest half of the 1.25bB they have got from Intel in R&D and the other half on the debt, if they could of course, so they could oush foward their roadmap, because they are already a generation late regarding their CPUs (desktop and mobile) tech and an generation late regarding the manufacturing process (45nm against intel´s soon 32nm) and if they keep this pace, pretty soon Intel will finish them off for good...
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