http://www.businessweek.com/news/2012-0 ... sales-race
This is the original interview .. i quoted THG because i was in a hurry
He had zero clue about Nvidia's Kepler. That is what blows my mind. That he could be so arrogant to think that AMD would again have the market to themselves for 6-8 months. Even i could figure that something was coming from Nvidia. And in my preview, i insisted that IF AMD was going to follow their silly strategy as "predator" - they had better have respin "insurance" ... If AMD was able to launch HD 7980 within a month or so of the GTX 680 (as any sensible strategy planner would do), they would be doing great instead of bumbling with pricing and making themselves look bad.
Look at this quote from Bloomberg. Mr Read wants to be "first" to market - did he not learning anything from being "first" against Nvidia? Twice?
Advanced Micro Devices Inc. Chief Executive Officer Rory Read said his company’s success will hinge on getting products to market more quickly as Qualcomm (QCOM) (QCOM) Inc. and other phone-chip makers move into computing.
Bad strategy. And if they are going to go against Qualcomm, they better execute flawlessly. They have no experience in that area. And they are not executing flawlessly. The customer experience on the video card side is lacking in drivers and support. No HD3D to compare with 3D Vision. No physics. No OpenCL compute support compared to CUDA. Where do they start?
The only way that AMD might succeed is as a much smaller company filling a niche with APUs .. that IS the direction that they appear to be taking. And Nvidia already has GRID - they and their partners are *committed* to it while AMD is still talking the talk. For years.
Computing is increasingly moving to the cloud -- data centers that supply services over the Internet -- creating a need for chips that are tuned for displaying video and other media and don’t need to crunch large amounts of information, Read said. It’s shifting the competition to a race for chips that contain multiple functions, exactly where phone-chip makers excel, he said.
Qualcomm, Nvidia Corp. (NVDA) (NVDA) and other makers of chips based on ARM Holdings Plc (ARM) technology will gain an entry into the PC market later this year when Microsoft Corp.’s Windows 8 debuts in versions capable of working on the type of chip which dominates the mobile-phone industry.
. . .
For now, Read is touting the company’s new line of chips, called Trinity, whose designs predate his tenure at the company. The former International Business Machines Corp. and Lenovo Group Ltd. (992) executive took over as AMD’s chief executive in August after a seven-month search to replace his ousted predecessor Dirk Meyer.
Trinity is one of the first steps in AMD’s attempts to produce processors that combine multiple functions rather than an emphasis on speed. Almost half of Trinity is devoted to graphics processing, something Read said will be important in displaying and enhancing processing work done elsewhere, in cloud computing.
The new chip design also has one model that uses less than half the power of current processors, making it better suited for the thinnest and lightest laptops. That will give AMD-based notebooks the ability to go all day on a single battery charge. Trinity will also have 70 percent better graphics performance that comparable Intel chips, AMD said.
. . .
Delivering Trinity will also help AMD prove to suppliers that it’s becoming more reliable. It won’t suffer from the supply shortages that held back sales of its predecessor, Read said. In addition, AMD’s pricing means that computer makers will be able to produce thin and light machines that are cheaper than the Ultrabooks being pushed by Intel, he said.