Now that the independent benchmarks are out showing GeForce stomping Fury to red pulp even in 4k, I have to ask "what high end graphics"?
AMD has always depended on a relatively small segment of #$%$ loyalists for its survival. You know, much in the same way the GOP does?
At any rate, the products have now gotten so bad that even some of the #$%$ have wised up and switched to efficient, modern Maxwell GPUs. In fact the only reason any OEM spec's an AMD GPU these days is because AMD finds itself giving them away to avoid take-or-pay penalties with GF, inventory write-downs and the like.
It's getting to the point where only poor, ignorant third worlders and greedy OEMs will settle for AMD chips, albeit for opposite reasons.
Looks like good news...for nVida. Tegra K1 has awesome graphics, is low power, and available now.
Whitebox servers have the largest portion of the server market. Rebranders like HP and Dell have minority shares. Unbranded OEM servers outsell HP branded ones more than 5 to 1 chump.
But the thing is, less than 3% of all of those servers sold use AMD CPUs. Down from 30% not too long ago. How do you lose 90% of your highest margin market share without putting up a fight? Pathetic.
It already happened. You must've missed it.
AMD's new manager, called the U.S. Trustee, just sold off all of the companies assets for about $0.08 on the dollar, paid off some of the debt and left the shareholders holding the bag.
Lots of buyers. Apple bought three graphics patents. Samsung bought two. QCOM bought seven. x86 technology didn't sell and was abandoned due to Intel's ownership of x86 and refusal to grant new licenses.
So why bother refreshing Kaveri next month, if, as you claim, Carrizo will be here the month after? Think. If Carrizo was on track, there's be no point in respinning Kaveri, which hasn't sold well at all. AMD has a failure in Carrizo on its hands and made up Godavari on the fly in order to muddy the waters. We'll have Windows 10 and NO CARRIZO. Mark my words. Figure 6+ months before Excavator problems are worked out.
Sure will. It will be the last AMD processor architecture ever, before AMD exits existence.
A fitting "the end" for this perennial piece of poop.
It's a "do over". A complete renege on the architectural path started by the ill-conceived Bulldozer architecture.
It looks a lot more like a dusted off Phenom II than anything Bulldozer-ish with its single integer cluster and single floating point cluster.
Which tells you what Carrizo will be worth - nothing. If there was anything remotely viable with respect to Excavator, we wouldn't see AMD abandoning its architecture in favor of old architectural styles predominant before Bulldozer was designed.
Talk about a "dead end"; this one has killed AMD off. Extinction, baby.
Where's Carrizo? It was "announced" last November. It's been almost a half year since the announcement and still not one single product sold to a consumer.
Godaveri = Carrizo is broken and we're scrambling for something to distract the market with
Ted Pollack of JPR suggests no, but damns with faint praise.
"Still, the red team isn't out of the game yet, according to Ted Pollack, senior gaming analyst at Jon Peddie Research. 'AMD is not giving up that I know of,' Pollack told TechNewsWorld. 'The price to performance trade-off in some AMD machines presents a compelling option for some consumers.'"
"Some AMD machines" = those that contain APUs and GPUs that AMD virtually gave away at zero margin to the OEM, who pumped them to trailer parks all over the country via Walmart.
"Some consumers" = those who live in trailers, on food stamps and cigarettes, and buy consumer electronics at places like Walmart.
In other words, selling bottom of the barrel products to bottom of the barrel customers as your main business model is basically throwing in the towel.
What a moron.
Icahn would have taken a stake in AMD long before now had he any hope for selling this POS. That is his MO. He buys material stakes in stagnant or distressed companies and agitates among the shareholders to force management to find a suitor.
The absence of Icahn as an AMD shareholder tells you definitively that he feels it cannot be sold or salvaged.
But AMD is NOT growing in enterprise. They've abandoned dense servers and for other servers and supercomputing their market share has continued its uninterrupted slide. The most recent DOE HPC contract was awarded to Intel. AMD won the previous contract. many years ago when Opteron was cheap but competitive. Now it's just cheap and no one who wants horsepower can use it.
He was right. 20% of the market will be made up of dense servers, 100% using Intel chips and 100% sold by server makers other than AMD. Ha ha ha ha ha ha ha ha ha!
AMD barely pays its Board anything. Quit blaming the Board for the failures of active management. Lisa Su, Mark Papermaster, Jim Keller, and all the rest in charge of designing, building and selling AMD's products are to blame for the titanic failure to execute.
AMD did not pre-warn. Instead it fell short of its own feeble guidance given in the Q4 CC without warning that it would so so, and also fell far short of Street expectations for the coming quarter.
Did you see this? Cash down $134 million and debt up $56 million. Now under Devider's magic $1 billion minimum mark. How they gonna fix that bleeding red as they are?
Excellent analysis. And you even backed up your claim of uninterrupted deterioration with facts from AMD's own earnings releases.
AMD has nothing now nor anything in the pipeline for at least 4-6 quarters even remotely capable of slowing the decline. With the big cuts to R&D, it's improbable that AMD could even come up with anything competitive or market worthy.
These are death throes, simply put. The droning babble of meaningless marketing releases gutted by the hard, cold reality of steep economic decline.
AMD is a dead company walking.