Is the end near? AMD hires JPMorgan for sage advice

Looks like team Green is exploring some options. Obligatory links:

http://allthingsd.com/20121113/amd-exploring-options-including-breakup-sale/

http://forums.anandtech.com/showthread.php?t=2283060

I guess it's only inevitable at this point, although they're claiming they're not currently exploring a sale at the moment. Could just be damage control to keep the recently hiked stock price in effect while they look at potential buyers. Question has remained, why let a sinking ship go down for this long when it's apparent it doesn't have the infrastructure or personnel to stay afloat.

Some notes: obviously the turd CPU division won't be missed but here's to hoping their competent GPU department gets spun off (hopefully back as its own entity) or in the hands of a more competent firm.

Sad. Once so very close to the peak with Athlon 64, now relegated to near irrelevance. We can all thank geniuses like Hector "Ruinz" Ruiz and the entire AMD management team (or lack thereof) for this debacle.

it will

solidpanda is a known troll

Monopoly in any form is bad. Atleast for us gamers. Microsoft monopolizes (more or less) gamers with windows, and now intel with chipsets and Nvidia will, with GPU's. Monopoly can only mean we're forced to buy substandard products shoved down our throats at higher prices, Vista anyone ?

Not saying that ivy bridges or trinity are bad just that with no competition no innovation !! For all we know Nvidia's 8xx series is just 2 GTX680's strapped with a rubberband, which is not a bad thing but 5 years from now really ???

Anyway this is disturbing news, and I am in a cynical doomsayer mode so kindly disregard :(

i could care less about their cpu's, but their gpu's are the best of the best and it would be a damn shame to see that sink along with the titanic. Hopefully they sell ATi off to some company who knows what theyre doing.

i could care less about their cpu's, but their gpu's are the best of the best and it would be a damn shame to see that sink along with the titanic. Hopefully they sell ATi off to some company who knows what theyre doing.

blaznwiipspman1

Yes bring the Ati name back!

Hopefully this doesn't turn into a discussion about the OP rather than the article presented and the issue.achilles614

It usually only devolves into that because the known haters come into the topic to predictably derail the thread instead of discussing the actual issue at hand.

More bad news, from the GPU side this time unfortunately:

http://blogs.barrons.com/techtraderdaily/2012/11/14/amd-declines-on-gpu-losses-wells-sees-hope-in-cost-cuts-consoles/

http://forums.anandtech.com/showthread.php?t=2283309

Market share declines 14% against nVidia. Surprising really considering how aggressive they've been with their Radeon free game bundle promos and constant price cuts. I guess they've been implemented for a reason...

Looks like team Green is exploring some options. Obligatory links:

http://allthingsd.com/20121113/amd-exploring-options-including-breakup-sale/

http://forums.anandtech.com/showthread.php?t=2283060

I guess it's only inevitable at this point, although they're claiming they're not currently exploring a sale at the moment. Could just be damage control to keep the recently hiked stock price in effect while they look at potential buyers. Question has remained, why let a sinking ship go down for this long when it's apparent it doesn't have the infrastructure or personnel to stay afloat.

Some notes: obviously the turd CPU division won't be missed but here's to hoping their competent GPU department gets spun off (hopefully back as its own entity) or in the hands of a more competent firm.

Sad. Once so very close to the peak with Athlon 64, now relegated to near irrelevance. We can all thank geniuses like Hector "Ruinz" Ruiz and the entire AMD management team (or lack thereof) for this debacle.

SolidPandaG

AMD refutes Reuters' claim. http://www.sciencenewsdaily.org/hardware-news/cluster253405602/

CEO Rory Read: "we are not actively pursuing the sale of AMD or any of our significant assets"

More bad news, from the GPU side this time unfortunately:

http://blogs.barrons.com/techtraderdaily/2012/11/14/amd-declines-on-gpu-losses-wells-sees-hope-in-cost-cuts-consoles/

http://forums.anandtech.com/showthread.php?t=2283309

Market share declines 14% against nVidia. Surprising really considering how aggressive they've been with their Radeon free game bundle promos and constant price cuts. I guess they've been implemented for a reason...

SolidPandaG

AMD was focuing on AMD CPU + AMD GPU combo instead of Intel CPU + AMD GPU combo. Cat 12.8 driver or Sep 2012 time period introduces AMD's own Nvidia Optimus type solution i.e. AMD Enduro (Compal reference design). This is too late for Q3 2012. AMD's internal X86 focus was dragging down the GPU side.

Anyway, AMD has 125 design win for Windows 8 era PCs i.e. this starts after Windows 8's release. http://phx.corporate-ir.net/phoenix.zhtml?c=74093&p=irol-newsArticle&ID=1749730 time period Oct 25 2012.

Again, this is too late for Q3 2012.

Also, 2012 Q3 has Bulldozer to PileDriver transition. Pre-announcing Steamroller Kaveri APU when the deliverables gap is more than 12 months is just bonehead marketing.

Atm, I don't have faith with HP ENVY 15-3012TX laptop with AMD Radeon HD 7750M + Intel Ivybridge + Windows 7 solution i.e. I don't know if this June 2012 era laptop has AMD Enduro (Compal reference design).

Overall, AMD could have done better..

http://www.dailytech.com/Reuters+Claims+AMD+is+Pursuing+a+Sale+AMD+Denies+it/article29192.htm

The chipmaker is also gaining ground on rival Intel Corp. (INTC) in the server market. While Intel's products do win on lightly threaded loads, AMD's latest Piledriver (Opteron 6400 series) cores beat out Intel's offerings in heavily threaded loads

http://www.dailytech.com/AMDs+New+Piledriver+Opterons+Claim+to+Match+Intels+Performance+at+Half+the+Price/article29118.htm

The world's most powerful computer is indeed powered by AMD's Opteron 6200 Series chips

PS: The world's most powerful computer is powered by the classic Green team combo i.e. AMD CPU+NVIDIA GPU.

another troll thread by teddybear

another troll thread by teddybear

GummiRaccoon

Instead of coming in to derail the thread, how about you actually stay on topic? Take a look at yourself in the mirror before calling someone else a troll.

Monopoly in any form is bad. Atleast for us gamers. Microsoft monopolizes (more or less) gamers with windows, and now intel with chipsets and Nvidia will, with GPU's. Monopoly can only mean we're forced to buy substandard products shoved down our throats at higher prices, Vista anyone ?

Not saying that ivy bridges or trinity are bad just that with no competition no innovation !! For all we know Nvidia's 8xx series is just 2 GTX680's strapped with a rubberband, which is not a bad thing but 5 years from now really ???

Anyway this is disturbing news, and I am in a cynical doomsayer mode so kindly disregard :(

Yagnav

according to chinese sources on this same article AMD is trying to set itself up atm to get into talks with intel to be a subsidiary

according to chinese sources on this same article AMD is trying to set itself up atm to get into talks with intel to be a subsidiary

ionusX

[QUOTE="ionusX"]

according to chinese sources on this same article AMD is trying to set itself up atm to get into talks with intel to be a subsidiary

achilles614

they cant have a real monopoly due to the legal frameworks they both exist in. but they could subsidiary and then AMD would become simply another face of intel.

their graphics division still becomes theirs as does patriot ram (patriot is owned by amd)

[QUOTE="Yagnav"]

Monopoly in any form is bad. Atleast for us gamers. Microsoft monopolizes (more or less) gamers with windows, and now intel with chipsets and Nvidia will, with GPU's. Monopoly can only mean we're forced to buy substandard products shoved down our throats at higher prices, Vista anyone ?

Not saying that ivy bridges or trinity are bad just that with no competition no innovation !! For all we know Nvidia's 8xx series is just 2 GTX680's strapped with a rubberband, which is not a bad thing but 5 years from now really ???

Anyway this is disturbing news, and I am in a cynical doomsayer mode so kindly disregard :(

achilles614

And your point is wrong.... Microsoft is trying to entice Vista/Win 7 users to switch to 8 taking a small cut to do so, and its not working Win 8 has had a poor start in sales.

When a company has no competition in a certain area they can charge more and get away with it. Look at Intel's six core based or E series cpu's AMD has no direct affect on that portion of that market and the prices are hundreds more for only a couple more cores, more L cache and or a bump in clockrate. Also you only need to look in the past to see what both AMD and intel has done with prices. When AMD had the old FX based Athlon 64's they charged much more because they could, intel had no product out that could touch it. and Intel had many products in the past where AMD didnt come close to performance and you had to pay a premium to get those cpu's while AMD offered a cheaper alternative.

Such as your Q6600 for example Intel charged in January 2007 $900 for that cpu, (while all C2Q's were above $500 mark in later in the year still) Intel didnt start really cutting prices on their C2Q until AMD released their Phenom 1's in march 2008. Because until that point AMD had no answer for intel's quad cores. Intel in April 2008 cut their C2D and many C2Q prices in half to be competitive in the market again. So dont fool yourself into thinking Intel wont double their prices on all their cpu's if AMD totally leaves the x86 market.

[QUOTE="achilles614"][QUOTE="Yagnav"]

Monopoly in any form is bad. Atleast for us gamers. Microsoft monopolizes (more or less) gamers with windows, and now intel with chipsets and Nvidia will, with GPU's. Monopoly can only mean we're forced to buy substandard products shoved down our throats at higher prices, Vista anyone ?

Not saying that ivy bridges or trinity are bad just that with no competition no innovation !! For all we know Nvidia's 8xx series is just 2 GTX680's strapped with a rubberband, which is not a bad thing but 5 years from now really ???

Anyway this is disturbing news, and I am in a cynical doomsayer mode so kindly disregard :(

04dcarraher

[QUOTE="04dcarraher"][QUOTE="achilles614"] Microsoft was selling windows 8 for $15 and $40 at some point, a new copy is only like $100? How is that an example of us getting reamed by a monopoly? And not much will change from intel and I highly doubt we will have to pay $1000 for a 2600k level cpu. Intel hasn't had much in terms of competition from AMD in the x86 arena for a bit now, and yet we have CPUs like the 3770k selling for ~$330 at launch. Looking back a little my q6600 launched for a much higher price. Intel's business is based on high-volume sales, if they don't give consumers a good reason to upgrade we'll sit on our old chips which means intel loses money and can't keep building new fab equipment. It is in their best interest to continue to innovate at a reasonable price.achilles614

there is some serious competition for windows 8 right now...people don't see it but android is also an OS that threatens microsoft to spill over into the x86 space. I mean microsoft screwed over intel by allowing arm processors the ability to run windows 8 thus decreasing the sales of x86 intel processors. What is stopping intel from screwing microsoft by allowing android to run on x86 processors? I think this is one of the main reasons microsoft is giving out "deals" on windows 8, otherwise why would microsoft, who is notorious for ripping people off, do something that is something totally unexpected of them?

[QUOTE="achilles614"][QUOTE="04dcarraher"] And your point is wrong.... Microsoft is trying to entice Win 7 users to switch to 8 taking a small cut to do so, and its not working Win 8 has had a poor start in sales. When a company has no competition in a certain area they can charge more and get away with it. Look at Intel's six core based or E series cpu's AMD has no direct affect on that portion of that market and the prices are hundreds more for only a couple more cores, more L cache and or a bump in clockrate. Also you only need to look in the past to see what both AMD and intel has done with prices. When AMD had the old FX based Athlon 64's they charged much more because they could, intel had no product out that could touch it. and Intel had many products in the past where AMD didnt come close to performance and you had to pay a premium to get those cpu's while AMD offered a cheaper alternative. Such as your Q6600 for example Intel charged in January 2007 $900 for that cpu, (while all C2Q's were above $500 mark in later in the year still) Intel didnt start really cutting prices on their C2Q until AMD released their Phenom 1's in march 2008. Because until that point AMD had no answer for intel's quad cores. Intel in April 2008 cut their C2D and many C2Q prices in half to be competitive in the market again. So dont fool yourself into thinking Intel wont double their prices on all their cpu's if AMD totally leaves the x86 market. blaznwiipspman1

there is some serious competition for windows 8 right now...people don't see it but android is also an OS that threatens microsoft to spill over into the x86 space. I mean microsoft screwed over intel by allowing arm processors the ability to run windows 8 thus decreasing the sales of x86 intel processors. What is stopping intel from screwing microsoft by allowing android to run on x86 processors? I think this is one of the main reasons microsoft is giving out "deals" on windows 8, otherwise why would microsoft, who is notorious for ripping people off, do something that is something totally unexpected of them?

[QUOTE="Yagnav"]

Monopoly in any form is bad. Atleast for us gamers. Microsoft monopolizes (more or less) gamers with windows, and now intel with chipsets and Nvidia will, with GPU's. Monopoly can only mean we're forced to buy substandard products shoved down our throats at higher prices, Vista anyone ?

Not saying that ivy bridges or trinity are bad just that with no competition no innovation !! For all we know Nvidia's 8xx series is just 2 GTX680's strapped with a rubberband, which is not a bad thing but 5 years from now really ???

Anyway this is disturbing news, and I am in a cynical doomsayer mode so kindly disregard :(

achilles614

What you describe is called dumping.

Panda getting all the AMD fanboys mad again lol.

Panda getting all the AMD fanboys mad again lol.

V4LENT1NE

You don't even know what resolution console games play in. quiet pleb

[QUOTE="achilles614"][QUOTE="Yagnav"]

Monopoly in any form is bad. Atleast for us gamers. Microsoft monopolizes (more or less) gamers with windows, and now intel with chipsets and Nvidia will, with GPU's. Monopoly can only mean we're forced to buy substandard products shoved down our throats at higher prices, Vista anyone ?

Not saying that ivy bridges or trinity are bad just that with no competition no innovation !! For all we know Nvidia's 8xx series is just 2 GTX680's strapped with a rubberband, which is not a bad thing but 5 years from now really ???

Anyway this is disturbing news, and I am in a cynical doomsayer mode so kindly disregard :(

GummiRaccoon

What you describe is called dumping.

[QUOTE="GummiRaccoon"]

[QUOTE="achilles614"] Microsoft was selling windows 8 for $15 and $40 at some point, a new copy is only like $100? How is that an example of us getting reamed by a monopoly? And not much will change from intel and I highly doubt we will have to pay $1000 for a 2600k level cpu. Intel hasn't had much in terms of competition from AMD in the x86 arena for a bit now, and yet we have CPUs like the 3770k selling for ~$330 at launch. Looking back a little my q6600 launched for a much higher price. Intel's business is based on high-volume sales, if they don't give consumers a good reason to upgrade we'll sit on our old chips which means intel loses money and can't keep building new fab equipment. It is in their best interest to continue to innovate at a reasonable price.achilles614

What you describe is called dumping.

Because they are using their monopoly position to prevent competitors from coming into the market.

Windows 8 isn't cheap, it has already been paid for from all the other monopoly priced microsoft products (older windows, office, etc)

[QUOTE="achilles614"][QUOTE="GummiRaccoon"]

What you describe is called dumping.

GummiRaccoon

Because they are using their monopoly position to prevent competitors from coming into the market.

Windows 8 isn't cheap, it has already been paid for from all the other monopoly priced microsoft products (older windows, office, etc)

[QUOTE="V4LENT1NE"]

Panda getting all the AMD fanboys mad again lol.

GummiRaccoon

You don't even know what resolution console games play in. quiet pleb

[QUOTE="blaznwiipspman1"]

[QUOTE="achilles614"] Microsoft charging less for windows "when a company has no direct competition they can charge more"... I fail to see how MS offering deals on Windows is a bad thing, and their operating systems are rather cheap on a normal day as well. It's really stretching it to call CPUs such as the i7-3930k a bad value when a q6600 launched for more than that. Given the little competition intel has in that price range, the prices are damn low for what they've been historically. Point is Intel needs high-volume sales and that won't happen in a market where the average consumer is more than satisfied with their current chip. It is in Intel's own interest to provide consumers an incentive to keep upgrading, and no one will if the new CPU costs twice as much as the last one for a marginal speed increase. Intel also needs to stay competitive with the threat from ARM where it offers enough processing power for the average consumer.achilles614

there is some serious competition for windows 8 right now...people don't see it but android is also an OS that threatens microsoft to spill over into the x86 space. I mean microsoft screwed over intel by allowing arm processors the ability to run windows 8 thus decreasing the sales of x86 intel processors. What is stopping intel from screwing microsoft by allowing android to run on x86 processors? I think this is one of the main reasons microsoft is giving out "deals" on windows 8, otherwise why would microsoft, who is notorious for ripping people off, do something that is something totally unexpected of them?

It usually only devolves into that because the known haters come into the topic to predictably derail the thread instead of discussing the actual issue at hand.

SolidPandaG

Looks like team Green is exploring some options. Obligatory links:

http://allthingsd.com/20121113/amd-exploring-options-including-breakup-sale/

http://forums.anandtech.com/showthread.php?t=2283060

I guess it's only inevitable at this point, although they're claiming they're not currently exploring a sale at the moment. Could just be damage control to keep the recently hiked stock price in effect while they look at potential buyers. Question has remained, why let a sinking ship go down for this long when it's apparent it doesn't have the infrastructure or personnel to stay afloat.

Some notes: obviously the turd CPU division won't be missed but here's to hoping their competent GPU department gets spun off (hopefully back as its own entity) or in the hands of a more competent firm.

Sad. Once so very close to the peak with Athlon 64, now relegated to near irrelevance. We can all thank geniuses like Hector "Ruinz" Ruiz and the entire AMD management team (or lack thereof) for this debacle.

SolidPandaG

[QUOTE="achilles614"][QUOTE="blaznwiipspman1"]

there is some serious competition for windows 8 right now...people don't see it but android is also an OS that threatens microsoft to spill over into the x86 space. I mean microsoft screwed over intel by allowing arm processors the ability to run windows 8 thus decreasing the sales of x86 intel processors. What is stopping intel from screwing microsoft by allowing android to run on x86 processors? I think this is one of the main reasons microsoft is giving out "deals" on windows 8, otherwise why would microsoft, who is notorious for ripping people off, do something that is something totally unexpected of them?

Yagnav

[QUOTE="SolidPandaG"]

Looks like team Green is exploring some options. Obligatory links:

http://allthingsd.com/20121113/amd-exploring-options-including-breakup-sale/

http://forums.anandtech.com/showthread.php?t=2283060

I guess it's only inevitable at this point, although they're claiming they're not currently exploring a sale at the moment. Could just be damage control to keep the recently hiked stock price in effect while they look at potential buyers. Question has remained, why let a sinking ship go down for this long when it's apparent it doesn't have the infrastructure or personnel to stay afloat.

Some notes: obviously the turd CPU division won't be missed but here's to hoping their competent GPU department gets spun off (hopefully back as its own entity) or in the hands of a more competent firm.

Sad. Once so very close to the peak with Athlon 64, now relegated to near irrelevance. We can all thank geniuses like Hector "Ruinz" Ruiz and the entire AMD management team (or lack thereof) for this debacle.

ronvalencia

AMD refutes Reuters' claim. http://www.sciencenewsdaily.org/hardware-news/cluster253405602/

CEO Rory Read: "we are not actively pursuing the sale of AMD or any of our significant assets"

[QUOTE="GummiRaccoon"]

[QUOTE="achilles614"]How does that negatively affect the consumer? Was AMD "dumping" with piledriver for selling it for a lower price than the bulldozer equivalent?achilles614

Because they are using their monopoly position to prevent competitors from coming into the market.

Windows 8 isn't cheap, it has already been paid for from all the other monopoly priced microsoft products (older windows, office, etc)

what is a monopoly

when amd say them selves that there selling then i will believe it until then i will just see it as a intel fanboys rumour

[QUOTE="ronvalencia"]

[QUOTE="SolidPandaG"]

Looks like team Green is exploring some options. Obligatory links:

http://allthingsd.com/20121113/amd-exploring-options-including-breakup-sale/

http://forums.anandtech.com/showthread.php?t=2283060

I guess it's only inevitable at this point, although they're claiming they're not currently exploring a sale at the moment. Could just be damage control to keep the recently hiked stock price in effect while they look at potential buyers. Question has remained, why let a sinking ship go down for this long when it's apparent it doesn't have the infrastructure or personnel to stay afloat.

Some notes: obviously the turd CPU division won't be missed but here's to hoping their competent GPU department gets spun off (hopefully back as its own entity) or in the hands of a more competent firm.

Sad. Once so very close to the peak with Athlon 64, now relegated to near irrelevance. We can all thank geniuses like Hector "Ruinz" Ruiz and the entire AMD management team (or lack thereof) for this debacle.

superclocked

AMD refutes Reuters' claim. http://www.sciencenewsdaily.org/hardware-news/cluster253405602/

CEO Rory Read: "we are not actively pursuing the sale of AMD or any of our significant assets"

There's no small victory here. I did state in the OP that AMD claims they're not exploring a sale. Whether or not that will hold true in the near future remains to be seen. For the time being, they seem content treading water while submerged just under the surface. How long can they hold their breath is the question.

Where there's smoke, there's fire and the hiring of JP only asserts the claims that AMD is recognizing its precarious state.

[QUOTE="superclocked"][QUOTE="ronvalencia"]

AMD refutes Reuters' claim. http://www.sciencenewsdaily.org/hardware-news/cluster253405602/

CEO Rory Read: "we are not actively pursuing the sale of AMD or any of our significant assets"

SolidPandaG

There's no small victory here. I did state in the OP that AMD claims they're not exploring a sale. Whether or not that will hold true in the near future remains to be seen. For the time being, they seem content treading water while submerged just under the surface. How long can they hold their breath is the question.

Where there's smoke, there's fire and the hiring of JP only asserts the claims that AMD is recognizing its precarious state.