• ee92

    I found their ordering very odd.


    #1 get better silicon… DUH, I thik we've heard that some where before, being drown out by the "architecture trumps clock cycles" crowd. Fix your architecture is always one design cycle away.  Fixing silicon cost Billions, if you have to let one slide, do the cheap one.

    But getting the expenses under control was #7.  That's just stupid.


    1st rule of basic first aid (and business) is "STOP THE BLEEDING", then figure out what to fix next.


    So I would have ranked #7 at #1, ruthless, heartless, yes it is, but this is not the time for kid gloves.

     Another one I didn't see on the list which I know is a HUGE issue right now is maintaining their talent base.  I know AMD people are abandoning ship like never before, especially after their 10% layoff.  They have all lost faith in Ruiz and company.  Who can blame them.  It's always the most employable people that leave 1st.  I think I'd qualify that as another aspect of "STOP THE BLEEDING".


    Even if AMD gets to 45nm this year, it still won't be on par w/ Intel 45nm, like RG says, Intel's about to migrate again as well.  Historically AMD has always had a tough time making silicon and that isn't going to change in 6 months or even 2-3 years.  It took them almost 2 years to build there last new fab. 

    Also, historically AMD's strategy has often counted on Intel doing little or nothing, amybe even screwing up.  That' not going to happen this time.  Intel looks like they want to kill AMD for the Opteron nose rubbing they recieved and if this $127B company wants to crush this $#.5B company bad enough they can absolutly kill them.  Even though it's not in there best interest to do so.


    Also, #1 and #7 seem to be exact opposites to me.  Very difficult to upgrade your silicon with out either spending billions on new fabs, or splitting billions in revenue with a manufacturing.  Both of those options eat into your profits, something AMD doesn't have to spare.

     AMD is toast, whether it's a fast death or a long drawn out one, they are about to go the way of the DEC Alpha… 

  • headley

    I think AMD have over 100 different laptops ready to take Puma?