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Thread: News - AMD and Intel; diverging fortunes

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    News - AMD and Intel; diverging fortunes

    One experiences weak sales while the other invests billions in the future.
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    Re: News - AMD and Intel; diverging fortunes

    It does seem the problem is AMD don't compete at the top end and a lot of people think that is right down the line.

    Currently I am stuck between an FX8150 and 3570k the problem being my PC is split usage of video editing and gaming but I can see why many just go Intel.

    As mentioned above it is strange that people are jumping on the apu's, I know I have my netbook is using a C50 and my HTPC is using a 3870k both are perfect for the purpose.

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    Re: News - AMD and Intel; diverging fortunes

    People are buying the APU's, considering how many I sell that much is obvious. However, the prices are so ridiculously low now. You can get a 3870K on Scan for 90 quid with a tenner cashback.

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    Re: News - AMD and Intel; diverging fortunes

    It will be interesting to see which segments of their business are doing the worst IMHO.

    There is noise that China's economy is slowing down:

    http://www.nytimes.com/2012/05/11/bu...pagewanted=all

    China is one of the biggest markets for the current AMD APUs,so that might explain the problems. OTH,if Intel and Nvidia don't show a slow down too in sales,it is not so good for AMD overall.

    Hopefully,their newer products which can fit in a wider range of form factors will help them in the next few months.

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    Re: News - AMD and Intel; diverging fortunes

    Unfortunately this is the consequence of a monopoly that has engaged in anti-competitive practises for years. The money of Intel was always going to defeat AMD. When they had the technological edge they were unable to break the strangle hold on the market that had materialised due to manipulation of sales terms and it has been a steady decline for them from there.

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    Re: News - AMD and Intel; diverging fortunes

    Yeah, it's a real shame. I certainly still consider AMD if I was to build a budget PC, but in every other respect, I just turn to Intel.

    I really hope that they get back with the program soon, and give Intel a bloody nose again like they used to. Certainly their GPUs are still very, very competitive at the high end - unbelievably pleased with my 7970!

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    Re: News - AMD and Intel; diverging fortunes

    Well where the hell is trinity, i mean the announcement comes that it will be along soon so people stop buying their old parts and wait... then it takes forever to actually appear in products.

    I dont often say this but apples secretive approach to development is definately the way forward

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    Re: News - AMD and Intel; diverging fortunes

    Quote Originally Posted by Biscuit View Post
    Well where the hell is trinity, i mean the announcement comes that it will be along soon so people stop buying their old parts and wait... then it takes forever to actually appear in products.

    I dont often say this but apples secretive approach to development is definately the way forward
    Sometimes, but not always....seems a hell of a lot of people have jumped ship with Galaxy S 3's because the iPhone 4S was a bit lukewarm...obviously they don't know enough about the iPhone 5 to wait!
    Old puter - still good enuff till I save some pennies!

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    Re: News - AMD and Intel; diverging fortunes

    iPhone 5 release will still be stupidly massive

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    Re: News - AMD and Intel; diverging fortunes

    This monopoly has been on the horizon for years. We need to start seeing ARM and MIPS designs a lot more in netbooks and beefier devices than just phones. Web apps such as office apps and fully cloud driven games will make it easier for home users to move away from Windows.

    Wintel and all its legacy can't keep up with today's consumer demands. Intel investing billions does not necessarily mean a better future for computing. Paying £hundreds for a decent desktop CPU and £1000+ for "Ultrabooks" is just not right IMO.

    Microsoft was so proud of it's investment into Vista. It cost us as much as sending people to the moon they said. Gamers are happy that they can run their latest DX10 games on Windows and IT admins get a whole bunch of tools they can use to deploy, maintain and lock down clients. So where does the average Argos shopping consumer fit in this picture then? Here's a 15" notebook with a crappy trackpad, keyboard and 1366x768 screen, but oooh, it has "2nd generation Intel Core-i3 inside"!

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    Re: News - AMD and Intel; diverging fortunes

    So why can't someone just buy AMD? Thier market cap is only $6bn, which is a f**cking bargain. I think Apple, IBM or Samsung would be good suit. Samsung or IBM as they both have their own Fabs.

    I know ATIC has a huge investment in AMD but I read somewhere that the American government will not allow it to be sold or controlled by foriegn companies.

    The reason why AMD can't compete is because it needs a serious injection of cash.This is why it spun off its fabs to raise cash for research and developing new processors and graphics cards. Every penny AMD makes probably goes innovating new technology.

    When was the last time you saw an advert by AMD on the tele? People simply never heard of it, so it is not really an option for them when it comes to making a purchasing decision. It is always going to be intel because that's what they know.

    AMD needs someone to inject $20bn or so into it then they can take the fight to Intel.

    Also Global foundries is currently a joke and needs to get its act togther. They should be churning out 22nm chips for AMD right now. Imagine current gen APU on a 20nm fab processm same performance less power hungry.

    It's really sad how a company like AMD has found it self in its current position. It deserves more.

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    Re: News - AMD and Intel; diverging fortunes

    Very few tech companies advertise on the tv really and the ones that do are all absolutely massive. You don't see Nvidia on the tv either.

    They do need money though, no doubt about it. It's not quite as easy as just magically being on 22nm either, intel has a process lead that encompasses many other cutting edge companies wares (like Nikon cameras etc) - GF probably doesn't have access to them. These things take time. All AMD needs to do is stop making ridiculous mistakes at the decision-making level. The engineers are still amongst the very best in the world without a doubt, but Bulldozer was the wrong chip from the start.

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    Re: News - AMD and Intel; diverging fortunes

    On that Nikon point - you can see how much intel cares for it's partners - http://www.businessweek.com/news/201...ke-tokyo-mover

    Now they are heading to EUV, their long term partner is probably on the way out (only last year intel had them at preferred partner status I believe). Tbh they deserve it, everyone who takes intels cash ends up the same way eventually once they've outlived their use.

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    Re: News - AMD and Intel; diverging fortunes

    It looks like TSMC and Samsung will be buying a stake too:

    http://www.eetimes.com/electronics-n...TSMC-on-equity

    http://in.reuters.com/article/2012/0...8I9DTL20120710

    It seems ASML is in talk with all three companies,and it was Intel which signed the contract first,with other probably doing so at a later date. It seems ASML has been asking for investment from all three companies as they are its largest customers. They have been offered a total of 25% equity of the company between them.

    It seems that Intel,Samsung and TSMC will ALL benefit from this.

    From the second article,Intel shares fell by 1% ?? Eh?? Wouldn't they go up??
    Last edited by CAT-THE-FIFTH; 11-07-2012 at 12:49 AM.

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    Re: News - AMD and Intel; diverging fortunes

    IBM has been banging the EUV drum for years, and GF following them. It looks like intel finally believes now is the time as well. Both may be using it at 14/16nm.

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    Re: News - AMD and Intel; diverging fortunes

    Quote Originally Posted by Jimbo75 View Post
    Very few tech companies advertise on the tv really and the ones that do are all absolutely massive. You don't see Nvidia on the tv either.
    I can see Roboxrrs point, PC World / Currys / Comet are tiny, yet they always have an Intel logo swoosh into their ads.
    Why do they never do an AMD one?

    They have also mentioned nVidia in the past, but many games have the 'nVidia' logo at launch and install, and have their logo on the front or back of the game box so that is their word of mouth. Few games have ATi or AMD as their beginning logo's or even on the boxes.

    The best AMD's for me were the 939's, outpaced anything Intel had until the Core2s arrived. I miss my 939 Opteron
    AMD's biggest mistake was having a number of years of absent Enthusiast/Gaming CPU's, utter madness

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