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Ars Technica's look inside AMD: The Rise and Fall of AMD

post #1 of 13
Thread Starter 
Quote:
Atiq Raza, the company's former president, chief technical officer, and chief operating officer, in a conversation with Ars. "[AMD is] a sinking ship, fundamentally. I really am sorry for [current CEO Rory Read]. He's a well-intentioned person but the ship has a huge hole in it.

Raza calls the company's decline "one of the great fumbled opportunities of our time."

Part 1:
http://arstechnica.com/business/2013/04/the-rise-and-fall-of-amd-how-an-underdog-stuck-it-to-intel/

Part 2:
http://arstechnica.com/business/2013/04/amd-on-ropes-from-the-top-of-the-mountain-to-the-deepest-valleys/

Pretty damning article.
Edited by Castaa - 4/22/13 at 6:49pm
    
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post #2 of 13
Looking forward to the second part of this tomorrow
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post #3 of 13
Thread Starter 
Quote:
Originally Posted by Kane2207 View Post

Looking forward to the second part of this tomorrow

Ya it'll be interesting to see if internally, things have changed. Though the article foreshadows that it hasn't. This is really sad to read because as a PC builder, and a long time AMD user. I've run AMD CPUs in my desktop computers since 2001. Obviously, a healthy PC industry needs AMD. ARM really isn't an alternative.
    
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post #4 of 13
That was a great read. Can't wait to read part 2. thumb.gif
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post #5 of 13
Very interesting article,... hope part two will make some kind of reference to how console component dominance will reflect upon AMD's financial side.
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post #6 of 13
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post #7 of 13
now thats a lot of crap, and why is ARS technica doing a hit piece on AMD, Rory Reed is doing a great job, and they are gaining market share

I have no idea where that writer got some of his latest info.
post #8 of 13
Quote:
Originally Posted by SCollins View Post

now thats a lot of crap, and why is ARS technica doing a hit piece on AMD, Rory Reed is doing a great job, and they are gaining market share

Since when is reporting the truth and chronicling a company's history a hit piece?

Regardless, while it may be too early to say for Mr. Reed's effectiveness, you are completely wrong with your market share statement. Here's the market share data for x86 CPUs over the last year, per Mercury Research...
Code:
BRAND  Q1'12  Q4'12  Q1'13
--------------------------
INTEL  80.2%  84.8%  85.2%
AMD    19.1%  14.7%  14.3%
VIA    00.7%  00.5%  00.5%

It gets even worse when you look at total shipments. While year-over-year Intel sold 11% fewer units in Q1'13 than Q1'12, AMD sold 38% fewer units in the same time frame.
Edited by svenge - 4/22/13 at 7:33pm
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post #9 of 13
I can't force myself to read it. redface.gif
post #10 of 13
No one can rewrite history, but AMD can certainly learn from their mistakes. Based on recent successes, especially snagging the CPU and GPU in both PS4 and the new Xbox, that can't mean anything but good things for the company. Optimization is the key to their success, and this will help massively with that.
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