Sure. In the same way that adding hot dogs to the menu at Burger King will "kill" Major League Baseball...
"It is interesting to note that demand for higher-end Core i7 and unlocked processors set a record in fiscal year 2015, according to Intel. Strong demand for CPUs for gamers and overclockers partly explains deficit of Intel’s unlocked Skylake-S chips late last year."
Two things AMD never has to worry about: strong demand and record sales.
AMD does have to worry about deficit of supply. Fury proved that. Have they ever fixed the yield issues? If they have, they have said nothing about it.
AMD is so far behind it thinks it's only in second place.
Intel is the bull. AMD is what Intel left on the pasture. AMD longs are eating it thinking "cow pie" is literally true.
Another example: Manufacturers are indeed taking advantage of the Google Cardboard software and making more durable, less ghetto versions. Nobody needs a $600-800 viewer. Nobody needs a new computer. Nobody needs a Fury card. Nobody needs to buy an AMD chip ever again.
"Review of Dscvr: Mostly overpriced plastic
BY MARIA KOROLOV · DECEMBER 14, 2015
I just received the Dscvr virtual reality headset in the mail, from manufacturer I Am Cardboard.
At $30, this headset is a reasonable-priced upgrade by I Am Cardboard standards, which sells a plain cardboard headset for $20." - Hypergrid Business
nVidia has no problem making and selling its products.
AMD, on the other hand, makes bad products and ends up sending them to the landfill and writing off their costs. That's just burning money in a fire.
Another example. Manufacturers are giving away plastic, pre-manufactured Google Cardboard compatible headsets for free with phones, now.
The New Alcatel OneTouch Idol 4 And 4S Are Packaged Inside A VR Headset.
-via Android Police
Only a matter of time before similar viewers show up next to phone cases in the zillion places those things are sold.
It was more comforting to note that this was the lede:
"Shares of chip designer Advanced Micro Devices have bounced around a lot since we recommended them a year ago, when they traded at $2.61"
If you'd listened to Barron's then, you'd have lost 27% of your money.
Listening to them now is dumb. Don't be dumb. Again.
Here's a prime example of AMD missing the boat and spending a lot of money to watch it sail away.
This is from a listicle PCWorld put together about the best things from the NY Toy Fair this week:
"Odyssey Toys Galaxy Seeker II drone
Odyssey Toys doesn’t shy away from dubbing its toys as drones and showed off a handful of them at the Toy Fair. Among the new models is the lightweight Galaxy Seeker II, which it says boasts first-person view high-def video recording and virtual reality capabilities. The quadcopter, which works with the Google Cardboard viewer, retails for $200 and will be available in the spring."
Google Cardboard vaporizes AMD's hopes of making breakeven on its efforts to promote and serve the VR market. AMD can't compete with an OEM product that has an incremental cost to the user that consists only of the downloading of a free app and the folding of a nearly-free piece of cardboard.
No matter what Keller did to the Zen, it will always be behind Intel product.
That's how Hector ended up killing the company. Intel just kept making chips that were just a little better, forcing AMD to cut prices drastically because performance is a metric on its own and performance/price only sells to people who don't really care about performance at all. He ended up with low volume, low margin, low operating profits, and negative net profits.
Zen closes the performance gap only very slightly, and only temporarily, and in ways that are noticeable to only a small sliver of a niche of the CPU market. And by the time it's actually in the jaws of a pick-and-place machine at an OEM, the gap will probably be widening again.
2013. AMD can't just tread water. It somehow needs to get two years ahead of Intel, not two years behind.
Since no rational person could ever believe such a thing is possible, just start measuring AMD for a pine box.
Rift started flogging Oculus in 2013. It's three years later and we still haven't seen any mass-market breakout of the segment.
AMD needs a huge market that it can monopolize. VR doesn't give it that. VR will be a niche market, and AMD will never have a large enough share of it to allow for large margins. Sony, Google, and Apple are all bringing competitive hardware, none of them dependent on AMD for anything. People can use their cellphones and a few cents worth of cardboard as VR displays. $600 headsets can't compete with that.
AMD investors need to evaluate their management on the basis of their performance, and they need to evaluate this company's future on the basis of its real productivity and financial risk, not more pie in the sky hype about a product that isn't going to deliver a win on its best day.
A couple of years ago, AMD shopped itself around. Nobody wanted it. They want it even less, now.
It can't even seem to sell off a bundled graphics division.
Nobody's going to pay retail for this company. If there's anything they want, they know they can get it for pennies on the dollar from the bankruptcy.