Discussion in 'Article Discussion' started by Tim S, 12 Mar 2007.
That's because all it's been doing is dropping prices on and rehashing existing hardware.
AMD have been sitting on their Laurels for way too long, we need K8L and we need it last month.
What is AMD's market now, enthusiasts are going for Core2 and so is everyone else.
Amen to that, but i also think R600 is sitting in the same basket
The budget market, and maybe there new integrated HDMI mobo for HTPC users - but never are really big money makers of cause
I would have thought that AMDs biggest market now was OEM and the server sector.
AMD investing in the future is a good idea - survival in the short-term is useless if they don't have a strategy for the future. However, spending money for the future costs you momentum and money in the short-term. And hey, how times change... it wasn't that long ago that people (read: Market Analysts and enthusiasts) were saying Intel were in deep trouble. It was shortly after the release of Prescott... (Of course, Intel have way more money to throw around than AMD do...)
I do agree that AMD/ATi need to get their next-gen hardware out the door, though; both in the CPU and the VPU arena...
ATI better come good with R600 or else they will be in trouble.
I think their server market share will be in danger unless they pull something out the bag in the not too distant future. Woodcrest processors (Xeon 5100s) trounce the dual core Opterons in just about everything apart from some encryption / decryption tasks, and even there the margin is insignificant.
If it's not ready, it's not ready - I'd rather have a system that's near-enough finished than some half-baked solution which would do more damage than good for AMD.
R600 will be a good prop for AMD, once it's out, but the real biggie is getting more OEM's to use AMD chips. The integrated HDMI chipsets are a godsend for the OEM builders - they'll be selling HD ready media PC's powered by AMD.
If K8L even comes close to C2D, we should see them picking up.
Either way, Q3+4 2006 and Q1 2007 were always going to be poor for AMD anyway.
I would have throught the dell deal would have put a nice spike in there books
It will have - but Dell aren't buying all their stock from AMD, it's a much smaller percentage than the stock from Intel.
To be honest I think this was inevitable, AMD have always been a smaller company, and, while they had a year of glory with the K8 architecture (Opty's especially), now Intel are back on top, and AMD have to get back to their standard place as sub-Intel. The forecasters were hoping for the two to be on equal footing in a few years, but it's not going to happen.
"Enthusiasts" buy one processor in every million. AMD's market is what its always been, where price matters most.
True... but even so, the server market doesn't react to trends quite as quickly as that; I think they will want proof that the new breed of Xeons are still as stable as the Opterons and 'old' Xeons. It took quite a while for the server market to catch on with the Opteron...
Of course, the news that Intel are going to slash their prices in Q3 puts a new spin on this: AMD are going to be squeezed hard unless they can get K8L out a little early and have it far better than Core 2.
this sounds about right
of course they cant sit on their hands forever, but at the moment the server market is definitely keeping them afloat, and of course the ATI buyout will most likely server them well if they can actually make something <_<
AMD is having a giant competitor. Intel is also planning to develop a dx10 graphics adopter. I hope AMD will react before its too late
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