08-16-2017, 10:30 AM
Ben, your points are well thought out as usual.
I would note that AMD doesn't "have" to make NVs R&D budget, they have to hire well. Have you seen the movie "Moneyball"?
In every industry there are people who have the ability to play above their pay grade that don't get hired by the big players for a variety of reasons. Too young/inexperienced, told a boss to kiss his/her ass, can't get to work on time, can't play nice with others, booze or dope, etc..
I think AMD just needs to hold on, sell some Vegas, and that for a while Ryzen and consoles are going to be funding the graphics division.
AMD made too much of an investment in graphics and graphics are too intertwined with CPUs these days for AMD to just walk away.
If they can hire well in terms of engineering talent maybe they can make strides with Navi or the next gen. Ryzen has certainly given some legitimacy back to the brand, this should be good for their employment prospects.
I would note that AMD doesn't "have" to make NVs R&D budget, they have to hire well. Have you seen the movie "Moneyball"?
In every industry there are people who have the ability to play above their pay grade that don't get hired by the big players for a variety of reasons. Too young/inexperienced, told a boss to kiss his/her ass, can't get to work on time, can't play nice with others, booze or dope, etc..
I think AMD just needs to hold on, sell some Vegas, and that for a while Ryzen and consoles are going to be funding the graphics division.
AMD made too much of an investment in graphics and graphics are too intertwined with CPUs these days for AMD to just walk away.
If they can hire well in terms of engineering talent maybe they can make strides with Navi or the next gen. Ryzen has certainly given some legitimacy back to the brand, this should be good for their employment prospects.