The AMD Execution Thread [2007 - 2017]
- Thread starter overclocked_enthusiasm
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My MS office installation at work could certainly use any improvement. It's so awfully slow on i5 Ivy..
You're probably more likely in need of an SSD than a GPU?
The finance crowd, I guess. Some people use pretty demanding macros, though my guess is that they're all using Excel, not LibreOffice.
Bank of America upgrades AMD: http://www.watchlistnews.com/2013/07/11/bank-of-america-upgrades-advanced-micro-devices-to-buy-amd/
But that's not really the interesting part. The interesting part (detailed in this article) is that all recent analyst updates for AMD have been upgrades.
Overall, the finance crowd now seems to have a slightly positive opinion of the company:
But that's not really the interesting part. The interesting part (detailed in this article) is that all recent analyst updates for AMD have been upgrades.
Overall, the finance crowd now seems to have a slightly positive opinion of the company:
Silent_Buddha
Legend
And depending on the contract terms, it could be fairly profitable. If AMD are doing the manufacturing and potential shrinking between nodes then they could potentially have a guaranteed revenue (and profit) stream for the next 5+ years from both AMD and Microsoft.
So, some amount of revenue from research and design. Then continued revenue from manufacturing.
This is different from what AMD and IBM had with Microsoft in the X360, as in that case, I believe Microsoft was in charge of chip manufacturing.
Regards,
SB
There would be some risk involved, if AMD doesn't realize cost savings sufficient to handle a price curve that decreases over time and newer chip revisions. Microsoft would be leaving money on the table if it didn't take into account cost improvements as the design goes through the usual learning curve and revision process.
Yeah, I think analysts also responded well to AMD's ARM plans for servers.
They'll release their quarterly earnings in a few days. A substantial loss is expected, but depending on just how big it is, some analysts may revise their positions (one way or the other).
Kabini is baked and shipping silicon...
The problem is the "mass produced in February 2014" part. These are the lower quality Kabini chips that didn't make notebook due to power issues or some other reason that forbade it.
AMD isn't specifically producing these low-end desktop chips - they exist already - but they are not releasing them into the market right now.
http://forum.beyond3d.com/showpost.php?p=1777031&postcount=739 should serve as a good starting point as to why this decision was probably made.
There's no reason why specific Kabini SKUs that don't particularly push the perf/W envelope should be delayed, unless:
1) it's a marketing decision;
2) they have real power management with Turbo, unlike most current Kabini/Temash SKUs, as this probably requires much more testing/qualification.
1) it's a marketing decision;
2) they have real power management with Turbo, unlike most current Kabini/Temash SKUs, as this probably requires much more testing/qualification.
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