AMD (AMD -14.4%) is planning huge job cuts, AllThingsD reports. Two sources claim AMD will...

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Sal Marvasti Comments (1340)
 
if AMD CUTS gpu r&d, the only part of the CPU and GPU that is competitive and could drive future sales. I will be out of AMD altogether.
12 Oct 2012, 07:05 PM Reply Like

Pablo87 Comments (109)
 
I agree with you. ATI (aka GPU division) has executed very well and held their own despite the additional heavylifting of 3 console designs and of course at least 3 APU designs incl. ports to Global Foundries that were probably not walks in the park. Moreover, they receive no credit for APU sales on their segmented P&L - considering most of the die is GPU and its fabbed at TSMC, It Arguable that Brazos revenue and profit belongs to them. Last but not least, the smartphone biz was sold off for a paltry $65M otherwise you could add that jewel to the crown as well.
13 Oct 2012, 12:47 PM Reply Like

Sal Marvasti Comments (1340)
 
Actually having thought about it, it could be a sign board is looking for a takeover.
http://bit.ly/Qiy1X3
If nvidia were to buy AMD, it would have no need for 3d GPU R&D outside what they already have.
12 Oct 2012, 09:46 PM Reply Like

smarton Comments (42)
 
Monopoly in the high end gpu space? Does not sound appealing.
12 Oct 2012, 10:27 PM Reply Like

Sal Marvasti Comments (1340)
 
appealing to shareholders. Maybe not consumers. With intel in gpu game i fear there is not enough profit to support the duapoly.
13 Oct 2012, 12:25 AM Reply Like

smarton Comments (42)
 
Of course for consumers. Shareholder interests are meaningless. The only reason for shareholders to exist is to encourage and aid allocation of resources toward the common good. Of course when you put finance on a pedestal you get the perverse system we have ;)

As far as not enough profit to support a "duopoly" or more... I find that hard to believe. I think AMD dropped the ball on many fronts, but especially on high performance computing, a la Nvidia Tesla, where there could be quite a bit of demand for silicon. They're now scrambling on the GPGPU front, and their APU idea is solid from a developer's perspective. I hope it's not too little too late.
14 Oct 2012, 05:10 AM Reply Like

Ashraf Eassa Comments (5315)
 
Load up on NVDA, is what this means.
13 Oct 2012, 12:54 AM Reply Like

Sal Marvasti Comments (1340)
 
Not yet. The short term downside is higher than upside. You forgot haswell. Descrete graphics is shrinking.
13 Oct 2012, 01:25 AM Reply Like

pman6 Comments (200)
 
AMD has been dishing all sorts of bad news. Let's see how people take it on monday.

If they announce that they're eliminating a lot of upper levels, maybe price will hold.
if not, price will fall to all time lows next week.
13 Oct 2012, 11:45 AM Reply Like