http://gigaom.com/2008/12/04/more-bad-news-from-amd/ Trusted Insights and Conversations on the Next Wave of Technology Thu, 26 Nov 2009 06:47:41 +0000 http://wordpress.com/ hourly 1 http://gigaom.com/2008/12/04/more-bad-news-from-amd/#comment-916442 AMD not performing well; expects less revenue in Q4 | Startup Meme - Technology Startup and Latest Tech News Thu, 04 Dec 2008 23:59:21 +0000 http://gigaom.com/2008/12/04/more-bad-news-from-amd/#comment-916442 <p>[...] chipmaker AMD is absolutely not doing well. The company has announced that its revenue in the fourth quarter, ending December 27, will be 25% lower than the third [...]</p> [...] chipmaker AMD is absolutely not doing well. The company has announced that its revenue in the fourth quarter, ending December 27, will be 25% lower than the third [...]

]]> http://gigaom.com/2008/12/04/more-bad-news-from-amd/#comment-916422 Tony Thu, 04 Dec 2008 21:27:00 +0000 http://gigaom.com/2008/12/04/more-bad-news-from-amd/#comment-916422 <p>Om, Compared to the rest of the semiconductor industry, AMD is doing average -- a lot of people, including the analog guys, are expecting 15-30% drops in sequential revenue. DRAM is in free fall, and NAND is just behind. It'll be interesting to see how Intel's results come in.</p> Om, Compared to the rest of the semiconductor industry, AMD is doing average — a lot of people, including the analog guys, are expecting 15-30% drops in sequential revenue. DRAM is in free fall, and NAND is just behind. It’ll be interesting to see how Intel’s results come in.

]]> http://gigaom.com/2008/12/04/more-bad-news-from-amd/#comment-916416 Jesse Kopelman Thu, 04 Dec 2008 21:15:51 +0000 http://gigaom.com/2008/12/04/more-bad-news-from-amd/#comment-916416 <p>To be fair to AMD, I'm pretty sure their lack of interest in netbooks was just feigned to cover the fact that they didn't have the ability to make a profit in that segment. AMD makes some nice low power stuff, but the real beauty of Atom is not its low power but its low cost to manufacture. The irony is that AMD is turning the tide on Nvidia in the GPU game by coming up with a product line that is much less expensive to manufacture. This is especially noteworthy given that both the ATI and Nvidia product lines are all fabbed by a 3rd party, TSMC. Focusing on manufacturing considerations when the actual doing is left to someone else is unusually circumspect for corporate management. By the way, that decision was made by ATI well before they were acquired. As is often the case, that merger may have been backwards -- I'm thinking the ATI guys should have been put in charge of AMD and not the other way around.</p> To be fair to AMD, I’m pretty sure their lack of interest in netbooks was just feigned to cover the fact that they didn’t have the ability to make a profit in that segment. AMD makes some nice low power stuff, but the real beauty of Atom is not its low power but its low cost to manufacture. The irony is that AMD is turning the tide on Nvidia in the GPU game by coming up with a product line that is much less expensive to manufacture. This is especially noteworthy given that both the ATI and Nvidia product lines are all fabbed by a 3rd party, TSMC. Focusing on manufacturing considerations when the actual doing is left to someone else is unusually circumspect for corporate management. By the way, that decision was made by ATI well before they were acquired. As is often the case, that merger may have been backwards — I’m thinking the ATI guys should have been put in charge of AMD and not the other way around.

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