Originally Posted by Masked
They are firmly entrenched in A market now, not THE market.
In taking on the console contracts, they lost a HUGE chunk of the big picture.
While consoles give them longevity, it doesn't give them prosperity.
Were I AMD and analysts agree, in fact, for once, practically ALL of them agree, it would've been significantly wiser for AMD to have gone after the networking contracts as opposed to the console market. Instead, they overbid for pennies on the dollar.
Their share-holders were disappointed for a reason...Multiple reasons in fact...and this venture, was one of them.
If the small fish wants to swim in the big pond, the small fish needs to take some risks...Not play it safe...
Can't say I agree....
Shareholders are notorious for not knowing what the hell they want, and just wanting money via a fat return. A lot of shareholders aren't capable of seeing out beyond the 3 to 4 year mark of things, they are very much about the now and maybe
the very near future.
AMD is playing a very calculated game right now, and essentially just getting their pieces in place. Once they are all in place, they will make big moves and we will see AMD grow rather quickly, if they can execute their plan properly. Obviously if they don't execute they are going to fail, but that goes for any company.
You are right in that AMD is the "little" guy right now
, but that can be quickly changed with a few well executed moves in the business world. Right now AMD is wanting to get their name into as many hands as possible, as one of the MAJOR factors in the value of a business is in Branding. You can have the greatest product in the world, but if no one knows you exist or who you are, it isn't going to take off. Not saying that people don't know who AMD is, just shining a little light on how important Brand dominance is.
Recent changes and moves by AMD....
- Admitted failure of Bulldozer - Makes quick fixes and releases Piledriver; which performs very well and has a very attractive price point.
- Begins push into hUMA
- Answers the call of developers and creates Mantle
- Directly attacks Nvidia with their R series card launch
- Gets their name in every console on the market
- Takes on mobile performance with their APU line - very aggressively. (Mobile being an exploding market...still)
So, looking at each one on its own isn't very impressive, business as normal. But if you look at them as a whole, and what they actually do, how they interact with each other, and you see something completely different.
Every move by AMD has been to put their name in the hands of everyone, from the manufacturer of the hardware, all the way to the end user. AMD has a presence at almost every step of the product process! More importantly is how each of these technologies interact with each other, all complement each other to some degree. All providing performance benefits at price points we really haven't seen before, or in a very long time.
Essentially AMD is trying to put themselves in a position that will allow them to execute a move that would change the entire consumer technology market. Everyone knows AMD is about price/performance, and with their technology pushes they are going to bring to market levels of performance at prices their competition can't even begin to dream about.
Paring an APU with a low to middle of the road GPU, but due to HSA and Mantle getting top tier performance.......this is very possible. Time will only tell for sure though..
Originally Posted by roleki
Guess we'll have to wait until the Q4 numbers come out
Putting this here for later, I am going with $8 to $19 per unit sold!Edited by PostalTwinkie - 11/20/13 at 9:58am