I'm liking Read as the CEO so far. His acquisition of SeaMicro and move into ARM are the kinds of good risk reward bets I like to see instead of plowing money into diminishing returns by trying to eke out 10% more performance on their high end CPUs to compete with Intel but failing to execute in the end. He realized that a piledriver refresh and keeping the old socket is sufficient to address most of their addressable market and minimize execution risk. I remember he pointed out the Bobcat APU as a wonderful, revenue generating product at a time when AMD was in the doldrums after Bulldozer.
The Never Settle bundles have worked brilliantly. Xbitlabs ran an article recently declaring the end of benchmarks as a driver of GPU sales because of the value such deals add to the consumer, and I totally agree. AMD clawed back a lot of market share from nVidia as a result. The thin margins from the console wins don't matter so much as the potentially decade long ecosystem AMD has laid down in the consumer space for its GPU products. Mantle is definitely perfect for leveraging this and it's something devs have been clamoring for. It might also indirectly solve their driver issues since probably easier to write good Mantle drivers and leave the rest to the devs once they have that low level path.
The Never Settle bundles have worked brilliantly. Xbitlabs ran an article recently declaring the end of benchmarks as a driver of GPU sales because of the value such deals add to the consumer, and I totally agree. AMD clawed back a lot of market share from nVidia as a result. The thin margins from the console wins don't matter so much as the potentially decade long ecosystem AMD has laid down in the consumer space for its GPU products. Mantle is definitely perfect for leveraging this and it's something devs have been clamoring for. It might also indirectly solve their driver issues since probably easier to write good Mantle drivers and leave the rest to the devs once they have that low level path.