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Advanced Micro Devices, Inc. Message Board

  • jimkellerisblinderthanhelen jimkellerisblinderthanhelen Nov 16, 2012 11:11 AM Flag

    AMD sell-off continues and picks up speed!

    AMD has zero chance of reversing the trend unless and until it delivers a high margin product that has a chance of taking back lost market share from competitors. There's nothing on the roadmap that has any chance of doing that in the next 9 to 12 months at the earliest, and based on AMD's failure to deliver a new product on time or on spec in more than 7 years, speculative.

    AMD is suffering the pain of failed execution. Inferior products are losing market share to Intel's CPUs and NVDA's GPUs. Inferior strategy caused AMD to focus on segments that are being cannibalized by smartphones and iPads.

    It's a perfect storm - INTC-holed, APPL-holed, NVDA-holed and Rory-holed.

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