At least now Intel has plenty of cash to pay the $1.45B EU fine. Assuming their lawyers don't keep the EU tied up until the sun swells to a red giant and engulfs the earth.
I suspect you'll be proven correct about AMD, but I'll happily share some crow if they do much better than expected.
What part of "Ph'nglui mglw'nafh Cthulhu R'lyeh wgah'nagl fhtagn" don't you understand?
It's good to see them doing well. I assume that a trickle down effect will help other sectors of the electronics industry survive our hard times of late.
I'd like to see a pretty picture for AMD as well, only to help ensure competition and keep prices from skyrocketing on us.
Don't part with your illusions. When they are gone you may still exist, but you have ceased to live.
Not surprising considering Intel's recent dominance and their new advertising campaign is pretty great too!
Rob over at Techgage picked out some good ones. Worth checking out:
this is what happen when you make a product that everyone likes. MONEY MONEY and heck of a lot of investors dying to double on that cash...
MacBook Pro 13.3" LED-Backlit Glossy, Intel "Penryn" Core 2 Duo T8700 - 2.53G, 8GB DDR3 1066, NVIDIA GForce 9400M 1280X800
HTPC 4G DDR3 XMS Corsair, Intel i5-750 Quad Core, 6ft HDMI Cable by Rosewill, AverMedia Tv Card, Gigabyte P55M-UD2, Sapphire ATI Radeon HD 5770 with Vapor X Cooling, 500 HD Maxtor 7200 2.5 HDD, Asus Blu-Ray Optical Drive, 46" LED Toshiba TV
AMD will look better in Q4 due to the strength of their GPU portfolio. Unless nVidia brings their DX11 stuff to market soon (and there's no indication they will), AMD will own both performance and price/performance crown in video for the foreseeable future. If they could bring their processor tech back into the mix the same way they have on the GPU scene, they'd be pretty much golden.
It still boggles my mind that AMD hasn't come out with a competitor for the Atom/Ion yet. They have the tech available in house to really mop up if they couple a good low power processor (like the Atom) with their IGP tech (like Ion).
Jeremy, I couldn't have said it better.
I have been waiting for a good CPU+GPU solution from ATI since their merger with AMD, but the best I've seen is the integrated 3200 which was a great start, but nothing since.
I'm not terribly excited about Larrabee and this is where AMD has a chance to shine.
I don't see this as an affirmation of just Intel doing well (which is also true) rather that the computer industry trends of boom after boom are likely to continue in the long term. It isn't just Intel, look at Apple, Google, Microsoft and the rest of the giants. Wall St. has always had a love affair with the tech industry.
I've actually written about the reason(s) AMD hasn't yet built a true Ion/Atom competitor.
I discuss the company's strategic positioning and available architecture relative to Atom. I don't discuss Ion per se, but we already know that AMD is working on improving its integrated video capabilities at all price points and power draws. No one really questions whether or not AMD could handle the video side of the equation, so it's the CPU side that matters more.
Keep one thing in mind. Atom is not a Core 2 Duo derivative, it's an entirely different architecture that sacrifices much of what makes modern processors powerful (Out-of-order execution, larger caches, execution units, etc). AMD *could* design an Atom competitor, but design is the operative word. Rather than do so, the company is aiming to create a higher market bracket that Atom doesn't currently address well.
Thanks, just finished reading your article. Having registered recently, I missed many good articles.
With limited resources and having been in the red for so long, it makes sense for AMD to focus instead on its strenghts. With the release of the ATI 5000 series, the mobile GPU market is ripe for the taking. AMD's answer to Atom might be a ways off, much to the detriment of the consumer, but it would be worse to have them go out of business altogether.
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