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Thread: AMD expects Q2 2015 revenue to be lower than previously guided

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    Re: AMD expects Q2 2015 revenue to be lower than previously guided

    Quote Originally Posted by DanceswithUnix View Post
    There is a very real threat that Nvidia won't be around in 5 years. Right now Intel are legally forced to include PCIe lanes in their processors, yet look at the Atom range. If you want to add a graphics card to an Atom chip, you get PCIe x1, so people don't bother despite that being the exact ION chipset market that forced the issue in the first place. If Intel remove PCIe lanes from laptops, then Nvidia's profits nosedive. Given Intel have done this sort of thing repeatedly to Nvidia in the past, you really want all your eggs in that basket?

    While the courts would no doubt get involved again if that happened, it didn't save Nvidia's chipset business last time as these things happen far too slowly.



    Nope. Processors? Nvidia tried, they were blocked by Intel from so much as emulating x86 in software. I believe there were once 15 licensees of x86 back when Intel were struggling to stay afloat in the 80's. Now we have IBM, AMD and VIA left and I think the rest are all gone. VIA have taken a beating once as their thanks for saving Intel from the Rambus fiasco which left them too popular as a chipset vendor, I don't see IBM bothering with x86 they only care about Power mainframe systems.

    Graphics? Well there are some out there with the patent portfolio to give it a go and PowerVR was once a PC plugin card. But they exited the PC business years ago to make money in mobile, I don't see them coming back as the risk to reward ratio isn't good and think of all the drivers they would have to write and maintain these days to get started.



    That is a reasonable position, as long as the best deal isn't stolen goods, blood diamonds etc.
    Not going to dispute your points above simply because I consider it an educated guess at best to predict the future and 5 years is a long time in tech, however it doesn't change my position that I will buy Nvidia if their product is better than the AMD alternative and vice versa but I'm not going to crusade for AMD and buy their stuff just to try and balance the market share if the kit is not up to scratch.

    I always buy legitimate hardware from legitimate companies, if I don't have the money I don't buy it.

    Would also like to add that lets say more people buy AMD products just to try and keep them alive and to stop a monopoly and they succeed to the degree that AMD don't go under but are still behind both in Processors and GFX cards say for the next 3-5 years, who are the ones to benefit? Not the AMD crusaders as they will still be buying the potentially inferior components regardless of how they have affected Nvidia and Intels market share and product releases, those buying Nvidia and Intel would stand to gain the most as Nvidia and Intel would potentially be releasing the superior hardware at more competitive prices to continue to compete.
    I get that it's an unorthodox way of looking at it and of course AMD could up their game but it's still a valid point and I certainly wouldn't want to have been buying the inferior tech just to reach the same point in 3 years time and say why did I do that.
    Last edited by GrimMachine; 18-07-2015 at 11:41 PM.

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    Re: AMD expects Q2 2015 revenue to be lower than previously guided

    Quote Originally Posted by GrimMachine View Post
    Not going to dispute your points above simply because I consider it an educated guess at best to predict the future and 5 years is a long time in tech
    I must be getting old, 5 years seems a short time in tech to me
    Looking back 5 years, I had an Android phone, I was running Windows 7 on a machine with 4GB of ram. Look at me now, I have an Android phone, and am running Windows 7 on a machine with 16GB of ram (which is about on par with Moor's Law predictions).

    Quote Originally Posted by GrimMachine View Post
    I get that it's an unorthodox way of looking at it and of course AMD could up their game but it's still a valid point and I certainly wouldn't want to have been buying the inferior tech just to reach the same point in 3 years time and say why did I do that.
    Not unorthodox at all, it seems like a classic example of the Prisoner's Dilemma to me. There is a path that leads to the greater good, but let's choose the other path because right now it makes it easier for me.

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    Re: AMD expects Q2 2015 revenue to be lower than previously guided

    Quote Originally Posted by DanceswithUnix View Post
    I must be getting old, 5 years seems a short time in tech to me
    Looking back 5 years, I had an Android phone, I was running Windows 7 on a machine with 4GB of ram. Look at me now, I have an Android phone, and am running Windows 7 on a machine with 16GB of ram (which is about on par with Moor's Law predictions).



    Not unorthodox at all, it seems like a classic example of the Prisoner's Dilemma to me. There is a path that leads to the greater good, but let's choose the other path because right now it makes it easier for me.
    Only problem is that in this case It would take a coordinated movement of millions of people in order to ensure the path to greater good is followed which realistically won't/can't happen, so it's a little different from Prisoners dilemma.

    I think I'll stick to what makes the biggest difference to me in the present, I don't have an endless supply of cash to burn on trying to save mankind from a theoretically worse consumer market in the Processor and Graphics card industry in the future.

    Been building PC's for the last 20 years and there has always been some form of choice so I'm going to go with the positive attitude that hopefully that will always be the case one way or another and if there's not then I'll be buying the only option on the market as that will be the only option!

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