EETimes.com – AMD is nearly out of cash, says analyst — This is not good news for consumers.
“It took Intel 4 years to catch AMD, as management noted on the call, but how long will it take AMD to catch Intel? We believe AMD will not have a product that can match Intels 45-nm parts for at least 12 months, and even then we expect it will take AMD considerable time to regain lost market share, he said.
Based on AMDs conference call, it gets worse. AMD expects to regain share in Q2. This is as much a function of increasing wins with ATI as it is a function of massive share loss in Q1, he said.
It’s really ironic DOJ subpoenas AMD, Nvidia in a antitrust probe not long ago.
Intel needs some competition to avoid antitrust charges and to help keep it chip architecture current.
AMD has a good revenue stream that would grow larger if a 1st tier company that’s aggressive with semiconductor process technology buys them. Maybe IBM (not very aggressive in manufacturing), since it’s largely their process or someone, even TI (not aggressive anymore in process tech) will buy them?
Stories like these tend to mark a trough in the stock price, and perhaps it already hit when AMD stocks were valued around 10 dollars. Does anybody think now is a good time to buy? The micro-chip sector tends to be cyclical in nature, recently it was AMD rising, while INTC falling, but the trend has reversed. I’m still bullish on INTC, hitting $27-29, which is not that bad of a run if you bought in at $15.
Mr. Dvorak, is this a case of Wall Street beating up “old tech companies” as you said on a CNBC a few months back? Or does is AMD down and out for the next few years?
And I’m sure it won’t help that you piss off your core customers – the geeks – with DRM.
Again, don’t be so quick to plant your DRM-scapegoat flag this late in the game
#4
Why do you think Geeks didn’t buy into Viiv?
If you own an Intel chip (Pentium D or Core 2) you might want to look at the Trusted Execution Technology. This is a form of DRM because the mechanism allow for vendors to tie software to hardware.
Okay, I’ll play the “I’m for it” card. Consumer electronics + DRM.
This embeded DRM technology will benefit the consumer, in products where the hardware is engineered by the Media companies, and at the same time, subsidized.
Thus the consumer gets high quality PC-like Tivo box that-does-it-all for a very small price tag, possibly even free with monthly subscription.
Thus a small form factor box that attaches to my HDTV, with WiFi, HD-DVD, an Internet browser, a hard disk for recording shows, and movie decoder for paid-for on-demand movies. . .
It reminds me of my cable company HD-Decoder, and who is also my ISP. If the “box” could do more tricks, why not?
My description of this “box” sounds a lot like the XBox 360 . . .
AMD has always been Catching up, and MATCHING Intel.
The problem comes that they ARENT the innovator they WERE.
In the last 7 years, Every time you turn around Intel is adding or Making changes, and AMD is NOT as wealthy as the WinTel group.
#8 Wrong, as usual.
AMD had the lead when it came out with 64-bit processors before Intel had them in their comsumer line, but failed to move to multiple core chips in their consumer line (while they had them in their server line) fast enough.
In the end, Intel has just played the game better recently. If AMD can’t make a big play soon, they deserve to die.
Yes!!!! Validation!! After years of buying only intel cpu’s has paid off in spades!!
hahaha eat it, amd