AMD Is Fighting For Its Life
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AMD Is Fighting For Its Life
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Re: AMD Is Fighting For Its Life
#2My personal experience with AMD has been pretty miserable. As the proud owner of an ATI (acquired by AMD 2 years ago) video card I've watched new drivers roll out, wondering when AMD would decide to support its product. They even refused for a long time to release APIs so that the opensource community could aid in development. So I can see why these guys are dead in the water. Two questions:
Is there any chance of ATI not going under with them? Before they were acquired they were good.
Second Intel and nVidia might (probably will) simultanously lose their most direct competitors. Is another company going to fill the niche are might they begin viaing for each others market shares?
Re: AMD Is Fighting For Its Life
#3I think Apple + AMD merger/acquisition would make more sense than anything else in this situation. And if it's going to happen, this is the right time more than ever.
Re: AMD Is Fighting For Its Life
#4I think Apple + AMD merger/acquisition would make more sense than anything else in this situation. And if it's going to happen, this is the right time more than ever.
Well, I think it would make much more sense for IBM to take over AMD. They have an entire history together, they've shared/are sharing multiple technological solutions and don't forget the mountain of rumors surrounding the possibility of an IBM/AMD merger http://www.google.com/search?hl=en&q=IBM+AMD&btnG=Se...
As for my personal experience with AMD, I have had only pleasant encounters. I believe they've made quite a performance with beating the bytes out of INTEL in the 2001-2005 interval. I think that's an important achievement for AMD, being able to stay extremely competitive for that period of time + the fact that they were a small fraction of the INTEL's presence. But the big mistake AMD did was that they dedicate all there power (money and labor) on retouching the K8 (which was basically an enhanced K7) architecture. They should, really, have invested in an alternative solution (maybe an early big project with IBM?) contrary to the strategy they've embraced. Just my opinion.
Re: AMD Is Fighting For Its Life
#5I think Apple + AMD merger/acquisition would make more sense than anything else in this situation. And if it's going to happen, this is the right time more than ever.
Well, I think it would make much more sense for IBM to take over AMD. They have an entire history together, they've shared/are sharing multiple technological solutions and don't forget the mountain of rumors surrounding the possibility of an IBM/AMD merger http://www.google.com/search?hl=en&q=IBM+AMD&btnG=Se... As for my personal experience with AMD, I have had only pleasant encounters. I believe they've made quite a…
Regardless of the readiness of IBM or any other monster in the field to take over AMD, we are talking about scenarios that make more sense. As a consumer, do you care about IBM and what they are doing? I don't.
Now, some basic facts: Apple needs (and presumably wants) to be independent; Apple's software will run nicely on AMD; AMD got 64-bitness right even before Intel; own video card would be a big bonus for Apple. And this is probably not all.
Re: AMD Is Fighting For Its Life
#6Earlier quoted context omitted.
Well, I think it would make much more sense for IBM to take over AMD. They have an entire history together, they've shared/are sharing multiple technological solutions and don't forget the mountain of rumors surrounding the possibility of an IBM/AMD merger http://www.google.com/search?hl=en&q=IBM+AMD&btnG=Se... As for my personal experience with AMD, I have had only pleasant encounters. I believe they've made quite a…
Regardless of the readiness of IBM or any other monster in the field to take over AMD, we are talking about scenarios that make more sense. As a consumer, do you care about IBM and what they are doing? I don't. Now, some basic facts: Apple needs (and presumably wants) to be independent; Apple's software will run nicely on AMD; AMD got 64-bitness right even before Intel; own video card would be a big bonus for Apple.…
Well, why would Apple have gone with Intel in the first place? The Apple/Intel relation is far more deeper then it looks or one understands. http://bigtech.blogs.fortune.cnn.com/2008/06/13/apple-and-in...
And the fact is that AMD is quite large (especially considering the acquisition of ATI) and even that it's market share dropped significantly it's still a hard buy to digest. I personally don't thing that Apple would make such a risky buy knowing what the ATI acquisition made to AMD itself.
And also a fact is that AMD did very well on the server market. A buy would mean for IBM a win/win situation. What could possibly stand in IBM's way of reentering the mainstream market? One lesson I've come to learn is that as bigger is one's portfolio of good products as better is for one's income. Don't you agree?
Re: AMD Is Fighting For Its Life
#7My personal experience with AMD has been pretty miserable. As the proud owner of an ATI (acquired by AMD 2 years ago) video card I've watched new drivers roll out, wondering when AMD would decide to support its product. They even refused for a long time to release APIs so that the opensource community could aid in development. So I can see why these guys are dead in the water. Two questions: Is there any chance of AT…
I think ATI will be bought off by someone .. maybe even Intel given that Intel is now developing its own GPUs. On the x86 front, the only possible acquirer for AMD CPU divison seems to be IBM.
Sun also bought a x86 startup a few months back but Sun has its own problems. Samsung was considered as another contender but Samsung wont actually get the x86 license (the license can only be transferred to US based companies I believe).
Or maybe AMD will survive. They need to find a new management and probably need to deeply collaborate with IBM on fabs and tech.
Despite Nvidia's sabre rattling, it cannot compete with Intel on the CPU front though Intel certainly has the resources to give Nvidia a fight.
Re: AMD Is Fighting For Its Life
#8Earlier quoted context omitted.
Well, I think it would make much more sense for IBM to take over AMD. They have an entire history together, they've shared/are sharing multiple technological solutions and don't forget the mountain of rumors surrounding the possibility of an IBM/AMD merger http://www.google.com/search?hl=en&q=IBM+AMD&btnG=Se... As for my personal experience with AMD, I have had only pleasant encounters. I believe they've made quite a…
Regardless of the readiness of IBM or any other monster in the field to take over AMD, we are talking about scenarios that make more sense. As a consumer, do you care about IBM and what they are doing? I don't. Now, some basic facts: Apple needs (and presumably wants) to be independent; Apple's software will run nicely on AMD; AMD got 64-bitness right even before Intel; own video card would be a big bonus for Apple.…
Would Apple sell AMD chips to other Manufacturers or would you only be able to get them in Apple hardware? I don't think Apple is interested to start selling chips. And I wouldn't want Intel to basically be the only chip manufacturer for non-Apple hardware. As a consumer I care about competition and I think IBM would be more likely to be able compete with Intel than Apple.
Furthermore, it doesn't seem to make sense for Apple to buy AMD since they ([Apple]; correct me if I'm wrong) seem to put more emphasis on mobile processors, and there Intel is ahead of AMD now and probably for the foreseeable future.
Re: AMD Is Fighting For Its Life
#9I think Apple + AMD merger/acquisition would make more sense than anything else in this situation. And if it's going to happen, this is the right time more than ever.
How does that make sense? Maybe I'm ignorant, but it seems Apple has a good thing going with Intel these days. Why would they want to spend a ton of money to acquire AMD only to have to compete against a current partner who has a superior product?
Re: AMD Is Fighting For Its Life
#10I think Apple + AMD merger/acquisition would make more sense than anything else in this situation. And if it's going to happen, this is the right time more than ever.
Well lets consider this for a moment.
1. Apple's main bread-earner right now is the Macbook, MBP and iMac. All of them are premium models and significantly, all of them use mobile processors. Only the Mac Pro uses desktop processors. AMD's mobile line cannot compete with Core 2 Duo currently and is only found in cheaper laptops. I cannot see what apple gain by acquiring AMD. And what exactly will they do after acquiring AMD? Not buy Intel processors anymore and instead compete with Penryn and (future) Nehalem? And once again lose out to generic Windows boxes in the performance game?
2. Apple has no chip expertise in the desktop/laptop area. They have a small inhouse chip divison but its dedicated to mobiles and handhelds. Their recent acquisition was also in this space and was fairly small (less than $50mn if i remember).
3. Apple does not have the resources to compete with Intel. OTOH they have a very good working relationship with Intel and I dont see why they would want to disrupt that and instead focus on non-core areas.