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mKiwi

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  • AMD: Bankruptcy By 2020 Unlikely, Further Downside Still A High Probability [View article]
    @realitybiter

    " What great mind would want to work there when there are so many better choices."

    http://bit.ly/1BpT3bU

    Bachelor’s, master’s and doctorate degrees in electrical engineering from the Massachusetts Institute of Technology (MIT).

    Care to dazzle us with ur resume.
    May 27, 2015. 06:46 PM | 3 Likes Like |Link to Comment
  • Advanced Micro Devices Will Live To Fight Another Battle [View article]
    One crystal ball says 2020 another 2017. Any advances on 2017?
    May 26, 2015. 02:18 AM | Likes Like |Link to Comment
  • Advanced Micro Devices Will Live To Fight Another Battle [View article]
    I guess rumors are very much like reports that suggest AMD could be bankrupt by 2020. You are correct Fib they are utter BS. Crystal ball gazing.
    May 24, 2015. 04:18 PM | 2 Likes Like |Link to Comment
  • Advanced Micro Devices Will Live To Fight Another Battle [View article]
    @bin

    Going in when ZEN is a success circa late 16 / 17 will probably cost you double your current entry point.

    That's a big premium to pay considering the 5 points you made above supporting AMD's recovery.
    May 23, 2015. 07:28 PM | Likes Like |Link to Comment
  • Advanced Micro Devices Will Live To Fight Another Battle [View article]
    They must have a very good crystal ball to predict AMD's situation in 5 years time.

    I wish I could borrow that crystal ball because I would use it to choose some Lotto numbers.

    Nobody knows if Mediatech is about to license AMD's IP or not as per recent rumors.
    Nobody knows how ZEN will perform in the market against Intel parts.
    Nobody knows if a white knight is about to ride in on a charger to AMD's rescue.

    Predicting AMd's situation in 5 years time in the technology arena that is changing very rapidly just sounds like crystal ball gazing to me.

    http://bit.ly/1JKWZuW
    May 23, 2015. 07:11 PM | 1 Like Like |Link to Comment
  • Advanced Micro Devices Will Live To Fight Another Battle [View article]
    I was wondering sometime ago why Samsung would license it's 14nm FinFet process node to Global Foundries? AMD and Apple are after all competitors and why should Samsung license the 14nm process which is advantageous to AMD.

    Is it because Samsung need the additional revenue?

    Or according to the old proverb "The enemy of my enemy is my friend" are Samsung providing Global Foundries with their 14nm process because they are worried about Intel's push into the Mobile arena. Are they saying to themselves that a strong AMD provides competition to Intel and that benefits Samsung.

    At the moment Intel can pour contra revenue into supporting their mobile oriented parts.

    If / when AMD gain access to competitive technology that will now allow AMD ZEN to be more competitive, AMD may gain market share against Intel thereby limiting Intel's ability to pour contra revenue into the mobile arena therefore benefiting Samsung.

    Any feelings on these thoughts?
    May 22, 2015. 05:10 PM | 1 Like Like |Link to Comment
  • Advanced Micro Devices Will Live To Fight Another Battle [View article]
    AMD: x86 license deal with Intel can’t block our merger or takeover

    "Devinder Kumar, chief financial officer of Advanced Micro Devices, said in a statement last week that the company could enter into joint ventures, mergers or acquisitions (M&A) agreements without fearing of termination its cross-license pact with Intel Corp. Many industry observers believe that a bigger company cannot acquire AMD since this will terminate the deal with Intel and will leave AMD without an x86 license immediately."

    http://bit.ly/1Ajidhx
    May 22, 2015. 06:53 AM | 1 Like Like |Link to Comment
  • AMD's 2015 Desktop Market: Misery Loves (The) Company [View article]
    I purchased a batch of Gateway AMD systems. They were good little desktops.

    Geeksinasuit often complains that AMD APU's are put into low end budget oriented systems that are hampered by cheap batteries, slow harddrives, etc.

    I just happen to use an old Intel Core2 Quad system and some time ago I decided to upgrade the harddrives to SSD drives. That really transformed the old system.

    It boots fast and it runs very fast too.

    AMD APU's have allot to offer but I guess if HP, ASUS, Lenovo, et. al. keep building the parts into cheap budget oriented systems then it's hard for the consumer to enjoy the full power and utility of the AMD parts.

    It they buy a laptop loaded with bloatware running an old slow hard drive then the consumer will be disappointed and they will probably blame AMD.

    Take that same machine, strip out the bloatware and add a fast SSD drive and the consumer gets a fast machine that works smoothly and efficiently.

    If on the other hand HP, Dell, etc tailor systems for corporate use then the Carizzo and later ZEN should appeal to the corporate IT departments.
    May 17, 2015. 09:56 PM | 2 Likes Like |Link to Comment
  • AMD's Second Half Guidance Seems Unrealistic: Zen Will Not Topple Skylake [View article]
    WOW

    I just returned from town and I was amazed at how many AMD stickers I saw on notebooks / laptops. Some were for AMD APU's and some were for AMD Radeon discrete graphics within Intel systems.

    I have to say there were more AMD stickers than nVidea. That cheered me up :)

    People have said that AMD cancelled Skybridge.

    There are articles around now suggesting that Skybridge was cancelled simply because Global Foundries cancelled the 20nm process node.

    http://bit.ly/1B6ADwN
    May 17, 2015. 09:27 PM | 1 Like Like |Link to Comment
  • AMD's 2015 Desktop Market: Misery Loves (The) Company [View article]
    Personally, what I would like to know is are AMD going to design a new logo sticker for ZEN systems that says something like "AMD ZEN Inside". Then the consumer will know that they are buying the very latest AMD system. At least the informed ones will.

    Because it is an all new architecture for AMD coming in 2016, are the marketing department really going to flog the "All New AMD ZEN" theme?

    I kind of hope AMD management can add a little color here :)
    May 17, 2015. 08:26 AM | 2 Likes Like |Link to Comment
  • AMD's 2015 Desktop Market: Misery Loves (The) Company [View article]
    @binartech

    The question is will corporate IT departments continue to pay a premium for Intel / nVidea solutions or will AMD ZEN bridge the technological gap sufficiently to make buying an AMD system a viable option / no-brainer?

    Selling to the consumer will require marketing expense but corporate IT departments will keep abreast of developments in the IT world. Will the 2016 vintage ZEN systems offer so much bang for the buck that corporate IT departments consider AMD systems for their shopping shortlist?

    That is the key question I believe.
    May 16, 2015. 10:31 PM | 4 Likes Like |Link to Comment
  • AMD's 2015 Desktop Market: Misery Loves (The) Company [View article]
    The only crack that I am on is in my trousers.

    You have to use the muscle between your ears when reading the comments xxavatarxx, not the one in your pants!
    May 14, 2015. 07:29 PM | 8 Likes Like |Link to Comment
  • AMD's 2015 Desktop Market: Misery Loves (The) Company [View article]
    Well said User 36525246
    May 14, 2015. 05:58 PM | 3 Likes Like |Link to Comment
  • AMD's Second Half Guidance Seems Unrealistic: Zen Will Not Topple Skylake [View article]
    How can you say Seattle is a failure when that part hasn't even been released yet. It's due for release later this year. Did you mean K12 (the widowmaker) which was another ARM part. K12 has been shelved till 2017. That doesn't make it a failure.

    Skybridge sounds like a good idea to me. There is no information that indicates that Skybridge failed in any way shape or form.

    Skybridge was designed to allow X86 and ARM parts to be interchangeable to basically allow the OEM's to deploy one mainboard to service two systems. X86 Windows or Android ARM.

    For some reason, AMD seem to have changed focus. Rather than trying to push further into the low end, where Skybridge would have been ideally suited, they seem to be saying that they are shifting their focus back to the high end with ZEN. They seem to be confident that ZEN can compete with I7.

    So why suddenly the change of focus? Is there something they know about ZEN that suddenly gives them the confidence to once more address the high end of the X86 market?

    Did the new CEO make a hard assed business decision in light of AMD's limited resources or do they think that ZEN can be competitive on the high end X86 market? Are AMD concentrating on bringing ZEN to market with the view that the part will be competitive in the high end PC segment and also in the server room.

    Just because a CEO cans or shelves an engineering project does not mean that it's dead or won't be resurrected at a later date.
    May 13, 2015. 05:43 PM | Likes Like |Link to Comment
  • AMD's Second Half Guidance Seems Unrealistic: Zen Will Not Topple Skylake [View article]
    As a last word I would like to cite one man as an example of what just one person can achieve as chief or lead engineer and I believe that is the function that Mr Keller is performing for AMD.

    Isambard Kingdom Brunel

    http://bit.ly/1e26rxP

    Isambard Kingdom Brunel, FRS (/ˈɪzəmbɑrd bruːˈnɛl/; 9 April 1806 – 15 September 1859), was an English mechanical and civil engineer who built dockyards, the Great Western Railway, a series of steamships including the first propeller-driven transatlantic steamship and numerous important bridges and tunnels. His designs revolutionised public transport and modern engineering.

    Jim Keller is AMD's "Brunel". He can't design ZEN on his own but he can influence the overall direction that the chip will follow.

    I suspect that there were many Indian and Chinese workers working for Mr Brunel and I know that there were many Chinese workers contributing to the great American railways that span the nation. The Chinese civilization is several millennia old and they have had some rather clever engineers over the years.

    http://bit.ly/1PHcVxO
    May 13, 2015. 04:55 PM | Likes Like |Link to Comment
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