What I was saying is that following through with Bulldozer at 32nm was better than the alternative, which was some sort of 32nm Husky based product.
This. A better alternative or a better chip? If you say a better chip, I can understand. Bulldozer and especially Piledriver are faster than Husky and Stars.
But better alternative? Husky and Stars were already sunk cost, AMD had to spend basically 0 R&D on them. Any money investing on these cores would just mean better cores, and quite frankly, Piledriver is not that far from Husky. Do you think that an updated Husky (not a rush job like Stars) would be too far from Bulldozer?
Bulldozer OTOH ate 7 years of AMD R&D, and all they got in exchange is a chip a bit faster, but not by the magnitude they needed in order to stay competitive. That's not a good alternative at all.
AMD definitely blew their predictions on Bulldozer- I'm not denying that. If instead of doing Bulldozer at all they had plowed the money into a) building on Stars and b) improving their process technology, they probably would be in a much better position. But by the time 45nm Bulldozer was canned, that ship had already sailed, and they had to make the decision based on where they were at the time,
And they picked the wrong decision. I don't think they would be much worse than they are now if they have picked a Husky derivative to field circa 2013. More important, if they were to pursue different venues like they are now, conditions would be far more favorable in 2009 than in 2011 and 2012. Instead AMD went from a bad situation to a situation where they would not be able to pay their SG&A bill and shipments crashed to the point it triggered the minimum commitment clause of the WSA.
If pursuing Bulldozer was the best alternative to AMD, or at least the BoD was unanimously intending to do, Dirk and the old management team would not have lost their jobs. Quite the opposite, the BoD would have backed them up. That Dirk was fired as soon as AMD got definitive Bulldozer silicon from the foundry and the new management team got carte blanche to move/fire whoever they want speaks volumes about who was the ultimate backer of the Bulldozer team, and that captain had to go with his ship.