10-30-2016, 11:35 AM
Geez, what the heck is this?
As analyst Patrick Moorhead told The Register last week, AMD is on track with Zen if it can flawlessly execute a successful launch"
Thats when I realized...the freaking article is total bologna. Its a ridiculous statement/disclaimer. What garbage. Who the hell would expect amd to execute anything flawless considering their track record. I mean, its just crazy to read that. Amd has a proven track record that spans back for a decade now. Executing flawlessly...thats not a phrase that fits with AMD. Its kind of like a multi-billionaires and "homeless", its so bizarre it defies logic.
This is not even considering the situation...I mean, amd was all zen this and that..the chip is late and things got strangely quiet. I see red flags all over. Not just zen but vega as well. There is this undeniably massive penalty amd has to pay to glofo. Well...its obvious that amd did not buy wafers in the quantities they promised. The penalty is massive. Its larger than the profits amd has made in years. I mean, its an unimaginable cost to a company that barely and rarely makes any money.
What is not being talked about is how amd got here again, once again paying over a quarter billion dollars to glofo for failing to buy the quantities of wafers they contracted into.
How could the possibly be doing this again? This so called "one time" pay off, its not been long ago they were in this same mess. But how did this happen again?
Well....
There is this chip called zen that has not appeared. Then there is this other chip, vega.
Think about the huge amount of money amd lost in this glofo payment. These chips being pushed out are far more damaging than you might think. Cause every wafer that amd didnt buy to honor their contract, was money lost into thin air. Its a double whammy...considering the price of this penalty, quadruple.
Amd could not rationally let go of that type of cash. The reality, this is terrible. There would have to be some major issues..I mean, this is more money then they ever would have made off of vega. Its all burned away.
This is not something you do just because. It points to serous issues. Vega and zen, things did not pan out as planned. And it cost them dearly.
As analyst Patrick Moorhead told The Register last week, AMD is on track with Zen if it can flawlessly execute a successful launch"
Thats when I realized...the freaking article is total bologna. Its a ridiculous statement/disclaimer. What garbage. Who the hell would expect amd to execute anything flawless considering their track record. I mean, its just crazy to read that. Amd has a proven track record that spans back for a decade now. Executing flawlessly...thats not a phrase that fits with AMD. Its kind of like a multi-billionaires and "homeless", its so bizarre it defies logic.
This is not even considering the situation...I mean, amd was all zen this and that..the chip is late and things got strangely quiet. I see red flags all over. Not just zen but vega as well. There is this undeniably massive penalty amd has to pay to glofo. Well...its obvious that amd did not buy wafers in the quantities they promised. The penalty is massive. Its larger than the profits amd has made in years. I mean, its an unimaginable cost to a company that barely and rarely makes any money.
What is not being talked about is how amd got here again, once again paying over a quarter billion dollars to glofo for failing to buy the quantities of wafers they contracted into.
How could the possibly be doing this again? This so called "one time" pay off, its not been long ago they were in this same mess. But how did this happen again?
Well....
There is this chip called zen that has not appeared. Then there is this other chip, vega.
Think about the huge amount of money amd lost in this glofo payment. These chips being pushed out are far more damaging than you might think. Cause every wafer that amd didnt buy to honor their contract, was money lost into thin air. Its a double whammy...considering the price of this penalty, quadruple.
Amd could not rationally let go of that type of cash. The reality, this is terrible. There would have to be some major issues..I mean, this is more money then they ever would have made off of vega. Its all burned away.
This is not something you do just because. It points to serous issues. Vega and zen, things did not pan out as planned. And it cost them dearly.