http://www.eetimes.com/electronics-...ble-candidates-for-AMD-s-top-job?pageNumber=0
Opinions on these choices?
AMD is in a tough predicament right now.
Google and ARM are trying to take market share away from x86.
Apparently the situation with Fabs is becoming Dire. (I've read 16nm and 11nm may be quite expensive leaving less room for continued process tech leads)
What do you think AMD should do at this point?
I have a feeling it will be neither of those candidates mentioned in that link. AMD needs someone who can talk the talk and walk the walk, someone who understands the market segments but also someone who can make board room meetings exemplify conviction and not a pass the parcel oh we'll see what we can do. Other than that someone who doesn't feel too much of himself just by wearing a suit and tie to work each day and who can put his ear down to the ground and hear what's coming next to prepare for it and most importantly, prepare to profit from it.
The problem is AMD has been chasing its own tail for so long that I really don't know what they should do or rather can do. It's seems they're very good at laughing at Intel when Intel is weak (which happens rarely but it happens) and not using this time to stay ahead of the game and also making somewhat unstable business solutions such as acquiring ATI and spreading its resources too fin (including of course its financials). Their marketing is subpar and it's not an excuse to say their finances don't allow elaborate marketing campaigns. Sure, it's always better to convey the message to a larger crowd but first and foremost it's not what you say but how you say. How is "AMD Me" going to improve market share?
On top of that they've been giving millions in bonuses to top management, which from an investor's point of view just want to makes you grind your teeth, not because of envy but because they don't deserve it. It's like being paid to act average. AMD wouldn't want to hire someone for an entry position whose "average" but feels just fine when top management is clearly lost in executing its strategy. For example, spreading finite company resources who are shaky at best too thin by getting your hands into too many projects isn't going to build the company stronger but instead yield risk. Risk should be a well known term for anyone wanting to embrace the position of CEO so its even more perplexing why AMD has a tendency to making its performance shady. It would be so much better if they did even just one thing, one project but did it in such a way that the media would be around them like a swarm of bees.
AMD just keeps on doing everything as if they really like being the underdog. Of course Intel is a very large grizzly bear to pick a fight with but that's not to say they can't do more than they have. Their best opportunity was in 2005 and they just wasted it because they didn't think for a split second Intel could turn the tables that quickly. Now Intel will be commencing 22nm come fall 2011 while AMD is still having problems hopping on the 32nm bandwagon. It's not the first time guys whether fabless or not.
And if that isn't enough I really suspect even if the next CEO turns out to be a decent guy whose more keen on getting the firms act together rather the his/her paycheck then there's a thorn that will stop him. To me this thorn is the current powers within the board room. You cannot run a company out into clear waters if there's a heated debate against you each time someone smart suggests strategy to the board. They should also reward CEO's differently with more emphasis on stock options rather than cash bonuses, which aren't necessarily tied to healthy company standing.
I'm not an AMD fan but I really want to see AMD pull something long term that will stick and slowly but surely build significance.
Last but not least, it would be very nice if AMD chose to give Intel some real competition some time because if they don't stop eyeing themselves internally then they will soon wake-up to more attacks from ARM and Nvidia. Amen.