AMD has hired JPMorgan to "explore options"

[phenomkid7]

SeaMicro to spinoff.

AMD is betting its future on Sea Micro....the only way they will let that go, is bankruptcy.

 

[SickBeast]

It is past go-time, which is why their stock reflects an expectation of them becoming insolvent.

It's really too bad. Hopefully they can pull out of the mess they are in.

 

[mrmt]

It would take more than a small team of engineers to turn AMD around.

Look at what Intel was saying in 2008:

http://www.intel.com/technology/architecture-silicon/next-gen/whitepaper.pdf

Next generation Intel microarchitecture (Nehalem) continues Intel’s philosophy of focusing on improvements in how the processor uses available clock cycles and power, rather than just pushing up ever higher clock speeds and energy needs. The goal is to do more in the same power envelope—or even reduced envelopes. In turn, like its Intel Core microarchitecture predecessor, next generation Intel microarchitecture (Nehalem) includes the ability to process up to four instructions per clock cycle on a sustained basis compared to just three instructions per clock cycle or less processed by other processors. However, the next generation microarchitecture’s biggest innovations come from new optimizations of the individual cores and the overall multi-core microarchitecture to increase single-thread and multithread performance.

And Intel promised that with Nehalen and delivered, and most important, as the strategy was sound they could stick to it for the next architectures, so they could leverage on the then current architecture to develop the then-future architectures.

AMD OTOH went from power efficient to brute force approach for the top end and power efficient for the low end. They also tried to force their power-hog architecture in notebooks, where power efficiency is everything and tried to go ballistic on die size when they are always one node behind Intel.

It's exactly this lack of consistency, this lack of focus that hurts AMD and there is no amount of engineering that can solve it. They need management with capacity of sound judgement, with capacity to analyse the market, analyse the resources they have at hand and develop a coherent strategy that will deliver profits.

If you are an AMD fan hoping for a miracle, give up, it won't happen. At least not with this bunch of incompetents managing the company.

 

[Ferzerp]

Uh, you think it was a "small team" that developed Conroe?

We also had someone on here that thought Conroe was developed by a 3rd party and Intel purchased that company. People believe weird things about Conroe (or maybe about Intel's Israeli R&D teams)?

 

[phenomkid7]

2013 will be the hardest year for AMD. It looks very very bleak right now.

AMDs 2013 roadmap is Complete SHIT. This is what AMD is bringing to the table in 2013:

1. AMD is betting everything on Kabini(successor to Brazos 2.0) and Temash (ULP platform, successor to Hondo).
Kabini is a low-power mobile chip...that will go in $300 laptops. Low ASPs, low margins. Temash will be worthless if they don't get the design wins.

2. They've hinted at some confidential design wins in embedded/semi-custom in their quarterlies. But no one knows when the money will start flowing in, or what the margins are...

That's it. No Kaveri/Steamroller core in 2013. If you look at the market right now, AMD has only one design win for Hondo (tablet platform). Why would OEMs give a fuck about the next gen AMD tablet?

They will release some token products to cover their market segments:
- An updated Trinity with the same Piledriver cores...competing against Haswell.
- The Radeon 8XXX is nothing special. Its Tahiti with "optimizations" (read: same old [stuff]).

There probably won't be a new AMD desktop CPU in 2013...because no new core. Anyway it wouldn't matter anyway. Intel owns 81% of the market.

AMD has 6 months to turn it around. Q2 2013. If they don't do something by then, they're [in trouble].

No profanity in the tech forums please
-ViRGE

 

[IlllI]

You better be a lot more imaginative if you want to play in the financial markets.

Companies can go bankrupt or liquidate sending the stock value to 0.00, stock can go to the pennies due to bad business decisions and never lift up again, the company can dilute their stock and you either bring a lot of money or is out, a lot of convertible debt can be converted in equity further diluting the stock value... There are a lot of ways to lose money with a cheap stock, don't fool yourself thinking it can't go any lower. Not even the most amateur broker would say that to you.

yeah, thats true. then again if some company buys amd the stock would probably go up. i was thinking more that amd would probably get bought before they go bankrupt.

 

[CTho9305]

2013 will be the hardest year for AMD. It looks very very bleak right now.

AMDs 2013 roadmap is Complete {POOP}. This is what AMD is bringing to the table in 2013:

1. AMD is betting everything on Kabini(successor to Brazos 2.0) and Temash (ULP platform, successor to Hondo).
Kabini is a low-power mobile chip...that will go in $300 laptops. Low ASPs, low margins. Temash will be worthless if they don't get the design wins.

Don't confuse low ASPs with low margins. Consider Bobcat. Now, you can argue low ASPs == low dollars, but the margins on small ASPs can be fine if you planned for them up front. The problems occur when you have to sell 315mm^2 chips for $100 because they're uncompetitive.

 

[Centauri]

Anyway it wouldn't matter anyway. Intel owns 81% of the market.

...and? AMD has never controlled more than 20% of the market? What is your point exactly?

 

[mrmt]

...and? AMD has never controlled more than 20% of the market? What is your point exactly?

Not really true

http://www.dailytech.com/Intel+Wipes+Out+AMDs+2006+Marketshare+Gains+in+One+Quarter/article7051.htm