Free Republic
Browse · Search
General/Chat
Topics · Post Article

Skip to comments.

AMD’s lack of vision extends beyond CEO’s office ( Apple's Tablet impacting )
MarketWatch ^ | Jan. 13, 2011, 12:01 a.m. EST | Therese Poletti, MarketWatch

Posted on 01/13/2011 12:56:31 PM PST by Ernest_at_the_Beach

Commentary: Board just as culpable for chip maker’s current fate

SAN FRANCISCO (MarketWatch) — Advanced Micro Devices Inc.’s board of directors may have booted CEO Dirk Meyer over a lack of strategic vision for the mobile market, but the chip maker’s problems are not going to be solved by a little house cleaning in the top suite.

In fact, the board is just as responsible for signing off on decisions that distracted the company and perhaps factored into why AMD missed out on major growth areas.

Earlier this week, AMD

stunned both Wall Street and Silicon Valley with the news that Meyer — who started his career at the chip maker leading one of its most important design teams — was stepping down immediately. A search for his replacement is underway.

AMD shares have tumbled, and analysts cited Meyer’s lack of a cohesive strategy in addressing the explosion in mobile computing as one of the causes for his ouster.

“AMD is really behind the 8-ball when it comes to tablets, to all that stuff,” said Jack Gold, president and principal analyst, J. Gold Associates. “They don’t have an answer…They are getting pushed from Intel on the top end and getting pushed by ARM on the low end.”

Late to the party

The success of Apple Inc.’s  iPad, which went on sale in April 2010, took many in the computer industry by surprise.

The iPad and other tablets do not use standard PC processors from Intel and AMD, which run too hot and can consume too much battery power. Instead, tablets use lower-power consuming chips based on designs from ARM Holdings PLC.

(Excerpt) Read more at marketwatch.com ...


TOPICS: Business/Economy; Computers/Internet; Music/Entertainment
KEYWORDS: amd; mobiledevices; smartphones; tablets

1 posted on 01/13/2011 12:56:35 PM PST by Ernest_at_the_Beach
[ Post Reply | Private Reply | View Replies]

To: All
Replacing Dirk Meyer at AMD Will Be No Easy Task
2 posted on 01/13/2011 1:00:02 PM PST by Ernest_at_the_Beach ( Support Geert Wilders)
[ Post Reply | Private Reply | To 1 | View Replies]

To: Ernest_at_the_Beach

Bah. Hire some idiot Harvard MBA and join the rest of American industry on the road to ruin.


3 posted on 01/13/2011 1:08:19 PM PST by NVDave
[ Post Reply | Private Reply | To 2 | View Replies]

To: NVDave

Well you know IBM said PC’s would never amount to much. so let MS have them, Oh well the didn’t for IBM


4 posted on 01/13/2011 1:12:53 PM PST by barb-tex (What else did you expect from the likes of 0? BTW, What ever happened to Rhodesia?, Oh, yes, Zimbabw)
[ Post Reply | Private Reply | To 3 | View Replies]

To: NVDave
At least AMD unloaded it's Fabs....Intel has a huge anchor with all of their Fab's ...

AMD just needs to get busy and get a license from ARM holdings and try to catch up with Nvidia and TI.

5 posted on 01/13/2011 1:20:10 PM PST by Ernest_at_the_Beach ( Support Geert Wilders)
[ Post Reply | Private Reply | To 3 | View Replies]

To: NVDave
Hire some idiot Harvard MBA and join the rest of American industry on the road to ruin.

Any Ivy Leaguer will do, however AMD is already on the road to ruin. It's a shame because they help keep costs down for those who like to cobble together their own PCs.

6 posted on 01/13/2011 1:25:32 PM PST by Moonman62 (Half of all Americans are above average. Politicians come from the other half.)
[ Post Reply | Private Reply | To 3 | View Replies]

To: Ernest_at_the_Beach
At least AMD unloaded it's Fabs....Intel has a huge anchor with all of their Fab's ...

Intel can always emulate Coke and Pepsi who spun off their bottling operations.

7 posted on 01/13/2011 1:27:08 PM PST by Moonman62 (Half of all Americans are above average. Politicians come from the other half.)
[ Post Reply | Private Reply | To 5 | View Replies]

To: Ernest_at_the_Beach

IMHO, Dirk was the best CEO AMD has ever had.
Unless they can grab someone like Pat Gelsinger (ex Intel), they will regret this decision.

If they are dumb enough to bring back Jerry Saunders, they will collapse in 5 years.


8 posted on 01/13/2011 2:03:00 PM PST by Zathras
[ Post Reply | Private Reply | To 1 | View Replies]

To: Zathras

Yep. Dunno why AMD is making a terrible decision here.


9 posted on 01/13/2011 2:25:46 PM PST by BenKenobi (Rush speaks! I hear, I obey)
[ Post Reply | Private Reply | To 8 | View Replies]

To: Moonman62

Yea, I know. I’ve built three PeeCee’s based on AMD CPU’s. They worked very well and I’ve always been pleased with the bang:buck performance of AMD CPU’s.

The Athlon was miles ahead of the Pentium line back in the day, because AMD admitted that the memory bandwidth issue was the bottleneck in the high-clock chipsets. Until AMD delivered the x64 instruction set and the high memory bandwidth on the desktop, Intel was content to limit their “solutions” to the memory bandwidth issue to their server grade of chipsets, which were absurdly expensive.


10 posted on 01/13/2011 4:45:05 PM PST by NVDave
[ Post Reply | Private Reply | To 6 | View Replies]

To: Ernest_at_the_Beach

Intel does and doesn’t have a huge anchor with their fabs.

Intel and IBM are the two bleeding edge fabs in the world. Intel can’t outsource the fab issue to IBM - IBM doesn’t have the throughput to deliver the amount of product that Intel needs, and no one else is going to put the cash into creating a bleeding edge fab to serve Intel.

So yea, it is an anchor. It is also a barrier to entry for everyone else.


11 posted on 01/13/2011 4:47:39 PM PST by NVDave
[ Post Reply | Private Reply | To 5 | View Replies]

To: Ernest_at_the_Beach
AMD will ketchup! Look how fast all the Samsungs and others did. What's the next big thing? I don't see nothing on the horizon.


12 posted on 01/13/2011 4:50:55 PM PST by Revolting cat! (80))
[ Post Reply | Private Reply | To 1 | View Replies]

Disclaimer: Opinions posted on Free Republic are those of the individual posters and do not necessarily represent the opinion of Free Republic or its management. All materials posted herein are protected by copyright law and the exemption for fair use of copyrighted works.

Free Republic
Browse · Search
General/Chat
Topics · Post Article

FreeRepublic, LLC, PO BOX 9771, FRESNO, CA 93794
FreeRepublic.com is powered by software copyright 2000-2008 John Robinson