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post #1251 of 10602
Not debating that Balla, but look at the market trend as far as AMD prior to them releasing the Clawhammer series. Long story short, they were in better financial position back then (with only a one year dip), to take advantage of launching the enthusiast versions. Now, not so much, having suffered through near 4 years straight of hemorrhaging cash flow. With only the settlement from Intel to tide this over.

Looking at that chart, which would you go for in their strategic position? Making the little guys (us) happy, or going for the long term dividends? I'd go for the solid paycheck with the larger corporations myself.
Edited by Lucky 13 SpeedShop - 6/3/11 at 10:47pm
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post #1252 of 10602
Quote:
Originally Posted by Heavy MG;13745434 
QFT.

LOL,why so quick to assume "BD fails"?

Guess I'm just frustrated and taking it out on BD. I've been waiting a long time for it, so I can overhaul my aging rig. With that moment of frustration gone, I'm just going to continue to wait it out. Doesn't make any sense really to wait for over a year and then bail out a few months before release.
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post #1253 of 10602
Put differently, Intel....ummm..."catered" to the big corporations back in the days when AMD dominated the performance segment. Look where it got them. Were I in AMD's shoes, I'd be trying to take advantage of the same ideas. Though, not as underhanded an approach. smile.gif
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post #1254 of 10602
I'm just observing that when AMD was putting out the faster cpus they're stock was at its highest.

I'm not going to argue any sort of financial strategy as its not my cup of tea since I'm bias towards performance.

What does that mean? I dunno, but even when Intel was being heavy handed and using their OEM connections to one up AMD - AMD was still doing much better when they had the performance crown. It seems..., I'm not a financial analyst. I'm just looking at a graph and seeing a mountain (FX chips beating Pent 4s) turn into a downhill slide with almost no upside... Looking at the graph we see Phenom I launch date the stock is terrible, during that same time they had to split off globalfoundries because of financial issues. I see a slight comeback in stock prices with Phenom II and Thuban later on. However they're still nowhere near the former glory they had with the FX chip. I'm sure there are other factors, but I'm just making simple what is undoubtedly a complex situation.
    
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post #1255 of 10602
Quote:
Originally Posted by BallaTheFeared;13745045 
wave2.gif

I'm sure my girls will enjoy playing farmville with the APU's.
cheap gaming notebooks, that´s the strong selling point Llano
(not only farmville, but L4D, dirt2 and more)
    
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post #1256 of 10602
when is this actually supposed to come now?smile.gif
its been like waiting... waiting... waiting... and more waiting....
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post #1257 of 10602
Quote:
Originally Posted by BallaTheFeared;13746203 
I'm just observing that when AMD was putting out the faster cpus they're stock was at its highest.

I'm not going to argue any sort of financial strategy as its not my cup of tea since I'm bias towards performance.

What does that mean? I dunno, but even when Intel was being heavy handed and using their OEM connections to one up AMD - AMD was still doing much better when they had the performance crown. It seems..., I'm not a financial analyst. I'm just looking at a graph and seeing a mountain (FX chips beating Pent 4s) turn into a downhill slide with almost no upside... Looking at the graph we see Phenom I launch date the stock is terrible, during that same time they had to split off globalfoundries because of financial issues. I see a slight comeback in stock prices with Phenom II and Thuban later on. However they're still nowhere near the former glory they had with the FX chip. I'm sure there are other factors, but I'm just making simple what is undoubtedly a complex situation.

I don't disagree with you on any particular point here at all. I'm just speculating on their stratagem in a more sensible way than the sky is falling types are.

For all we know, there may have been a problem with Glo Fo's yields of client/server bulldozer 32nm silicon when they ramped up to full production speed dictating a choice between which could net more profitability (they have indicated that server side products are still going according to schedule). A shortage of usable wafers could put them in the same scenario, with them being unable to deliver enough dies on time to meet initial orders. While simultaneously getting better yields from Llano than expected. Remember, not long ago, AMD changed their purchasing deal with Glo Fo for a price per usable die.

Point being, is that there are several different possibilities as to what reason they did what they have done. Not necessarily related to the vast majorities opining about it being performance related.

In short: A few words of calm in the midst of a ****storm.

Btw, I'd love to always have the chip with the best performance. However, it's a better long term strategy for us as consumers, not to kick the underdog when they are down. If Intel were in AMD's position market wise, I'd be buying from them regardless of my feelings concerning their business dealings. Which is why my next gpu's will probably be nVidia.
Edited by Lucky 13 SpeedShop - 6/4/11 at 7:53am
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post #1258 of 10602
I couldn't hold out. Sowwy.
    
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post #1259 of 10602
Thread Starter 
Quote:
Originally Posted by BallaTheFeared;13746203 
I'm just observing that when AMD was putting out the faster cpus they're stock was at its highest.

I'm not going to argue any sort of financial strategy as its not my cup of tea since I'm bias towards performance.

What does that mean? I dunno, but even when Intel was being heavy handed and using their OEM connections to one up AMD - AMD was still doing much better when they had the performance crown. It seems..., I'm not a financial analyst. I'm just looking at a graph and seeing a mountain (FX chips beating Pent 4s) turn into a downhill slide with almost no upside... Looking at the graph we see Phenom I launch date the stock is terrible, during that same time they had to split off globalfoundries because of financial issues. I see a slight comeback in stock prices with Phenom II and Thuban later on. However they're still nowhere near the former glory they had with the FX chip. I'm sure there are other factors, but I'm just making simple what is undoubtedly a complex situation.


Less than 5% of the customers buy on raw performance, probably less than 3% when all is said and done. You will go broke trying to be the king of raw performance.
post #1260 of 10602
Quote:
Originally Posted by RoddimusPrime;13745822 
I don't mean to be a sourpuss, but AMD has a history of delays. And that does not bode well for them. Even if AMD releases Bulldozer in September it is a matter of 3-4 months until Ivy Bridge is released (estimation based on several sources, although potential for change). That isn't too much of a gap considering Intel's current offering with great pricing that is already out. Hard to convince people to wait for the AMD processor if there are no real world benchmarks or pricing.

I really hope AMD surprises us all and has 50% real world performance gain and introduces a new way to think about current architecture as well as beating Intel's pricing. I just don't think it is plausible to do all of that, but AMD has been the cheaper product for some time now and they are doing slightly different architecture, but the 50% performance increase in real world tasking while keeping the CPU cool and having good OC potential is a hard case to sell me. I hope I am wrong.

This industry needs some refreshing ideas, some stiff competition to Intel, and a reason to get people excited.

Even if they have a 50% increase they will still be 20% behind!
In fact AMD would have to double their performance just to make a good showing in September
http://www.cpubenchmark.net/high_end_cpus.html
Edited by Tweeky - 6/5/11 at 4:15pm
    
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