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[CNBC] AMD CEO Dirk Meyer Resigns, Surprising Investors - Page 11

post #101 of 114
Quote:
Originally Posted by Virid View Post
Here's to hoping everyone that's investing in AMD stock actually makes money once Bulldozer is released. It'd be a real shame to see it fail =(
I figure this is a good time to buy also. The dollar drop with this announcement is just one more dollar to be made later on. Besides BD, the upcoming portable CPU/Fusion stuff (cannot remember their names) are supposed to be really good also.

The real trick is how long to hang on to stocks in the electronics areas these days. With the six month to a year turn over in most CPU/GPU products (depending on if you consider rebranding/refreshing new), there is money to be made with more frequent buying/selling as well.
post #102 of 114
What a name.
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post #103 of 114
I thought from the beginning lumping ATI and AMD together would make the company seem inefficient as a whole. AMD CPUs success will dictate AMD GPU success. To casual users and manufactures, if their CPUs are subpar then the GPUs must be also. One thing affects the other from a financial standpoint.
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post #104 of 114
With Fusion/Bulldozer coming up? What hell AMD; What hell.
 
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post #105 of 114
That could work the opposite way also. AMD GPU being better could allow some to think AMD CPUs are too

What I think is of benefit though, is that a lot of ppl used ATi cards and never even considered AMD CPUs, but with AMD's GPU successes wth the 68xx/69xx series, I'd expect more ppl are looking at AMD for CPUs - which is why there seems to be an ever growing hype around Bulldozer atm.

Put it this way, if AMD wasn't as successful with the 68xx/69xx series GPUs, I doubt anyone would have put of purchasing a SandyBridge CPU while they wait to see the results of the coming Bulldozer CPUs

That shows that success with their GPUs can help increase interest in their CPUs
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post #106 of 114
Quote:
Originally Posted by WorldExclusive View Post
I thought from the beginning lumping ATI and AMD together would make the company seem inefficient as a whole. AMD CPUs success will dictate AMD GPU success. To casual users and manufactures, if their CPUs are subpar then the GPUs must be also. One thing affects the other from a financial standpoint.
At the beginning of the merger it hardly made sense as well. I thought "how is a CPU company going to keep the GPU company on track" since that was not their speciality. With fusion it made a lot more sense. My main concern is down the road. GPUs, like CPUs, are planned years in advance. So up to the 7K and maybe even higher were already planned out. What I am concerned with is how many GPU resources have been pulled for Fusion/HPC etc. , that may affect future discreet GPU performance.

For the general consumers, depending when they ask for advice are told either red or green, not knowing why. That or they are convinced by Geek Squad etc. that whatever they have on the shelf is the best for them. I get people asking me all the time if ACER , Dell etc. is a good product. If I am tired of explaining things, I just tell them that is like asking if a red car is better than a blue one. Most enthusiasts research and know what products are and how they work. Mainstream users know brand names and brand name marketing and if their new Gateway laptop is faster than their old Acer, then Gateway is better. Sad but true in a lot of cases.

I think that having both CPU and GPU products in one company is both good and bad. ie. They could have a great GPU that makes up for a subpar CPU, while some investors may need to see both products become superior to see the value financially. There are other products that affect value also, but this is just an example.

Quote:
Originally Posted by un-nefer View Post
That could work the opposite way also. AMD GPU being better could allow some to think AMD CPUs are too

What I think is of benefit though, is that a lot of ppl used ATi cards and never even considered AMD CPUs, but with AMD's GPU successes wth the 68xx/69xx series, I'd expect more ppl are looking at AMD for CPUs - which is why there seems to be an ever growing hype around Bulldozer atm.

Put it this way, if AMD wasn't as successful with the 68xx/69xx series GPUs, I doubt anyone would have put of purchasing a SandyBridge CPU while they wait to see the results of the coming Bulldozer CPUs

That shows that success with their GPUs can help increase interest in their CPUs
I do not see this group of people being that large though. If by association, then it would be easy for someone to by a iPhone just because they really liked their ipod. Many (if not most) consumers though, will not even know that AMD CPU and AMD (ATI) GPU are the same company if it weren't for the name change. They have changed the name of the GPU which will help develop customer association over time, but by that time they will just know AMD Fusion because most consumers do not even need discreet graphics.

BD has had enough of its own marketing aura to keep people waiting. SB is what it is, LGA 1366 performance on the cheap. To be honest myself and I am sure a bunch of others here, would have waited things out regardless. SB is/was very tempting but having SB 1155, BD and SB 2011 all this year, it is just as hard not to wait as well. Like JF said though, most people will upgrade when they are ready to upgrade. While me and many of us here will be tempted to wait it out till the next best thing comes out, which could be forever, since there is always going to be better things just around the corner. Some people upgrade all the time, while others just take longer before they feel it is time.

(and yes it is SB 2011, I keep seeing people call it Ivy, Ivy is the shrink of Sandy due next year)
post #107 of 114
Quote:
Originally Posted by K3VL4R View Post
If by association, then it would be easy for someone to by a iPhone just because they really liked their ipod.
And most did

Quote:
Originally Posted by K3VL4R View Post
Many (if not most) consumers though, will not even know that AMD CPU and AMD (ATI) GPU are the same company if it weren't for the name change. They have changed the name of the GPU which will help develop customer association over time, but by that time they will just know AMD Fusion because most consumers do not even need discreet graphics.
I do actually agree - my point was to provide a counter to the earlier post saying the CPU will bring the GPU down

One point though, is salesppl in the stores where general consumers purchase a PC will be familiar with performance of the PCs they are selling - even if all they know is Intel is faster and ATi is better graphics.

Now that the ATI graphics are AMD, those salesppl might start refering ppl to the AMD powered PCs as well because of the extra performance of the GPU - compared to the usually packaged crappy Intel graphics with Intel powered PCs
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post #108 of 114
Quote:
Originally Posted by un-nefer View Post

I do actually agree - my point was to provide a counter to the earlier post saying the CPU will bring the GPU down

One point though, is salesppl in the stores where general consumers purchase a PC will be familiar with performance of the PCs they are selling - even if all they know is Intel is faster and ATi is better graphics.

Now that the ATI graphics are AMD, those salesppl might start refering ppl to the AMD powered PCs as well because of the extra performance of the GPU - compared to the usually packaged crappy Intel graphics with Intel powered PCs
I was agreeing with you as well. I just like to add in extras and think out loud for others to see things that may get overlooked, while giving people the chance to correct me or add in things that I may have missed at the same time.

I agree with the point of sales personal being the source of information when making purchases. One problem with sales people is that they..... well, are sales people. (no offence, if the person reading this is one). While they may be the source of information of many consumers, they may be giving advice based on their commissions and not the buyers best interest. Fortunately though, many sales people see the potential in return customers over just a potential sale and will get people their best bang for buck and serve the customers best interest to ensure a returning costumer.

It is no different than a biased review magazine or review site though. That is why multiple reviews or better yet your own research is preferred when making larger purchases.
post #109 of 114
Quote:
Originally Posted by K3VL4R View Post
At the beginning of the merger it hardly made sense as well. I thought "how is a CPU company going to keep the GPU company on track" since that was not their speciality. With fusion it made a lot more sense. My main concern is down the road. GPUs, like CPUs, are planned years in advance. So up to the 7K and maybe even higher were already planned out. What I am concerned with is how many GPU resources have been pulled for Fusion/HPC etc. , that may affect future discreet GPU performance.
Was the merger because of concept fusion? Or was it more cost effective for both AMD and Radeon to combine their foundry operational costs? Personally, I don't know that i like the idea of having "dedicated graphics" capability on my processor, (If it was efficient and beneficial, wouldn't they be doing it already instead of squeezing 6 or 8 or 10 cores on a proc?). Oh well, who knows what the future will hold....?
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post #110 of 114
omg i bet the mayans could even predicted this. 2012 is slowly becoming real
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