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S/A: AMD kills Kaveri, Steamroller, Excavator

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mrmt said:
It does. After reviewing their Q3 numbers I could not see this going any longer.
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As you can see by SA retraction,the story was pure BS. Shame on you for believing such nonsense, I thought you were smarter than that 🙄
 
Assuming that AMD's denial is in good faith (and they are on track for ... something), who are all these people they are laying off?

I am no engineer, but it seems to me that it would be difficult to maintain these projects when so many people are getting canned, and others are running for the hills because future layoffs are coming.
 
SR and EX cores are pretty much finished designs. What comes after EX may be in trouble though and they may reevaluate their strategy. But cancelling SR which should be 1st major Bulldozer revamp is completely illogical at this stage.
 
I dunno, sales might be imploding for all we know and drastic decisions must be made while at the same time keeping it hush hush because sales are imploding. This is a classic positive (or negative depending which way you look at it) reinforcing loop.

For example, Toshiba.com has several a8 models 14, 15, 17 $399 today, that seems awfully cheap, maybe its just that they toshiba don't have the market or consumers are afraid to be stuck with a betamax. Also, I was going to recommend to a friend the new ASUS U38 with AMD but given everything that's transpired, now I'm not so sure...
 
inf64 said:
SR and EX cores are pretty much finished designs. What comes after EX may be in trouble though and they may reevaluate their strategy. But cancelling SR which should be 1st major Bulldozer revamp is completely illogical at this stage.
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Really? In desktops AMD is selling more athlons X2 than Trinity for desktops, and AMD is selling less Trinity today than it sold Llano in Q1.

What do these numbers mean to you?
 
pablo87 said:
For example, Toshiba.com has several a8 models 14, 15, 17 $399 today, that seems awfully cheap, maybe its just that they toshiba don't have the market or consumers are afraid to be stuck with a betamax. Also, I was going to recommend to a friend the new ASUS U38 with AMD but given everything that's transpired, now I'm not so sure...
Click to expand...

Buy it now. It will become a collectors item soon 😀
 
podspi said:
Assuming that AMD's denial is in good faith (and they are on track for ... something), who are all these people they are laying off?

I am no engineer, but it seems to me that it would be difficult to maintain these projects when so many people are getting canned, and others are running for the hills because future layoffs are coming.
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The denial is just a pure PR ploy by AMD to try to keep the stock from tanking further. The powers that be on the BoD still have AMD stock, and letting the (obvious) cat out of the bag that they're about to fold does no good for them, it only puts the stock value further in the toilet, and makes the prospect of selling out (a dim possibility anyway) to a potential buyer even less likely, as it gives the appearance that their IP and products in the pipeline are worthless, or are more expensive to complete than their market value would be in completed form. No sense pouring billions in trying to complete products that are obsolete on arrival.

Mark my words, quote me if you want. AMD is done before Dec 31st 2013. The financials just aren't there. Without positive cash flow, they can't survive indefinitely. Without R&D and a strong engineering team, they can't maintain any form of relevance. Laying off huge numbers of critical engineers is a loss that they can't sustain when you're in the technology business. With things already dire, they are unlikely to convince anyone for the huge sums of money to keep them operating even on a minimalist level.

All we can really hope is that the GPU division gets smoothly transferred to new owners without having to do through the complete crash of an AMD bankruptcy. If they don't get bought out in time, and all of the engineers and infrastructure related to the GPU division is lost, then re-starting it after the fact will lose many precious months or even up to a year to get new teams together, get everyone up to speed, and then try to re-enter the market waaaaay behind Nvidia (and perhaps even Intel by that point, sad to say). Imho this would be the worst scenario for us in the enthusiast sector. AMD is already borderline irrelevant in the desktop, mobile, and server CPU space, but their GPU division is still a top-notch piece of work. If that is gone, Nvidia becomes the default monopoly on anything more than basic/integrated GPU.
 
mrmt said:
Really? In desktops AMD is selling more athlons X2 than Trinity for desktops, and AMD is selling less Trinity today than it sold Llano in Q1.

What do these numbers mean to you?
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Market has slowed down and they also had inventory built up. They will sell more Trinity chips since Llano will be EOL soon. And X2 is selling more since it's cheaper,it's logical.
 
If the ATI brand sinks with AMD.. that will be the end of entusiast level PC building for me and back to console gaming or a new hobby altogether. Maybe I will get back in to my more expensive car hobby. 🙁 It's just no fun when you only have one brand option.
 
Idontcare said:
Still "on track" for what?

They could be internally roadmapped to be cancelled, and if they are cancelled then AMD can claim they "are on track...for cancellation" 😕

AMD's denial doesn't really say much.
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Charlie's vague "I got slapped down" retraction is what doesn't say much.
 
inf64 said:
Market has slowed down and they also had inventory built up. They will sell more Trinity chips since Llano will be EOL soon. And X2 is selling more since it's cheaper,it's logical.
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If you add up Trinity and Llano today the amount is far less than Llano alone in Q1, you get well above 30% drops depending on how you look at the numbers.

Bulldozer isn't being able to compete with Intel by any commercial standards you look at it. The architecture is destroying AMD financials, and in the end financial victory is the only one that matters, as there is no AMD without money.
 
The whole thing is a red herring. The actual event that will transpire is AMD releasing a knockout blow CPU and they just want everyone caught completely off guard for maximum Pwnage effect.
 
pablo87 said:
For example, Toshiba.com has several a8 models 14, 15, 17 $399 today, that seems awfully cheap, maybe its just that they toshiba don't have the market or consumers are afraid to be stuck with a betamax. Also, I was going to recommend to a friend the new ASUS U38 with AMD but given everything that's transpired, now I'm not so sure...
Click to expand...

The betamax comparison makes no sense. It doesn't matter if AMD dies tomorrow, those laptops and the CPU's inside are still going to work the exact same from the day you buy them. Betamax failing was a more annoying thing because you had to buy beta tapes, but it's not like AMD CPU run special AMD-only software... it's all industry standard so you aren't going to get stranded no matter what happens*.

*Potentially, there could be a crippling flaw or bug discovered with the CPU, and since AMD is gone it will never be fixed, but that seems like an unlikely scenario.
 
OBR and Charlie are saying the same thing and the mod over at SA forums says, they are obligated to print the denial.

I think there is some truth to it, AMD is just lying - what else should they do? Say nothing and watch their stock pass the $1 mark? Or admit to it?
 
Chiropteran said:
The betamax comparison makes no sense. It doesn't matter if AMD dies tomorrow, those laptops and the CPU's inside are still going to work the exact same from the day you buy them. Betamax failing was a more annoying thing because you had to buy beta tapes, but it's not like AMD CPU run special AMD-only software... it's all industry standard so you aren't going to get stranded no matter what happens*.

*Potentially, there could be a crippling flaw or bug discovered with the CPU, and since AMD is gone it will never be fixed, but that seems like an unlikely scenario.
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I'm with you (there's going to be some once in a lifetime opportunities on AMD desktops processors soon I feel that I fully intend to take advantage of) but the consumers out there don't know it and even then, if AMD goes away, they'll be derided for having purchased AMD. Its how people think, its called FUDS - fear, uncertainty, doubt and shame.
 
pablo87 said:
For the first time in a long time, I applaud AMD's decision (amd their denial - naughty)
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Agree. This is the sort of decision needed, and i dont remember anything similar in AMD history. They need to cut, and cut deep, and get their focus extremely sharp.
 
krumme said:
Agree. This is the sort of decision needed, and i dont remember anything similar in AMD history. They need to cut, and cut deep, and get their focus extremely sharp.
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Are you the same "krumme' that used to post on another site? I remember you and I were the only ones 2+ years ago that were very bullish on Bobcat/Brazos and wanted AMD to focus there. And that was free advice, unlike all the consultants they have running around.😵
 
I will just add, what we are seeing now looks like part of the exit run, that was evident since the mid october when the big consultancy firms walked into AMD. What it meant at that time was: Sell whatever stock you have. Its still the same message 🙂
 
pablo87 said:
Are you the same "krumme' that used to post on another site? I remember you and I were the only ones 2+ years ago that were very bullish on Bobcat/Brazos and wanted AMD to focus there. And that was free advice, unlike all the consultants they have running around.😵
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Haha. Yeaa its the same. I think its a pain to watch all that good competence at AMD going away. Lets hope it find its place.

Looking back, it took a team of 70 in India to design bobcat.

Seen from the inside i know it sometimes looks like you need ressources, but this history just proves there is other ways.
 
krumme said:
Looking back, it took a team of 70 in India to design bobcat.
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I can't tell if you are being sarcastic or if you do believe this to be true. FWIW, the team was neither based in India nor was it a mere 70 headcount. (there is a Bobcat designer here on these forums 😉)
 
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