AMD is in trouble, says analyst

Funny how now all this guy was saying before makes sense now!

AMD can't meet APU demand...rarely are Fusion based Llano laptops/desktops available. I can't see them anywhere in local shops.

Bulldozer is a failure it can't beat previous generation K10 clock-clock.

Only if you overclock it it can compete but by that it ends up taking same power as old K10!

What a nightmare...AMD's CPU division is turning into VIA...they need to ditch x86 & concentrate on ARM.

This rate they will never compete with Intel on x86.

They are going to be okay, I will wait for them to bring out the laptop with a 5770 equivalent graphics. Intel is just flooding the consumer market with laptops with poor graphics.

Now in days gone by, before everyone had multiple computers, there was a tendency to buy just because it was new, even though if one waited the machine that could do what they desired then came out.

I get email all the time, but none are AMD laptops, so I click off the site. I'll wait, because I can do with less speed, but graphics is what I want to be the best. Because it is only Desire I want to fulfill, not need.

Surely this guys name is mis-spelt .. it should be guano coz he's surely bat shit mad! AMd have been going great guns in the GPU dept for the last two years, but sadly their APU is taking too damn long. They have to get something out the door or they'll have no market left. These llano chips are half baked abortions of phenom +GPU .. barely acceptable, and with the price of Mobo's not a value proposition either. Make or bake time, fellas.

This loud mouth at DELL makes himself look like an idiot. It seems as though he's anti-pro competition. Let the Bulldozer product get released then formulize your opinion. Until that happens, stop making your bloody OPINION sound like facts.

So this idiot Gauna is convinced that AMD and its Fusion has fallen flat just because DELL ,which has in the past blatantly accepted unethical payments from Intel AND got rapped by authorities still refuse to give its customers the best deal by continuing to blow the Blue horn!!!! I cant beleive he never reads what he writes or says.I would like to be that he has a new BMW parked in his garage after his report was published.And the BMW is BLUE color one. :)

So lets get this straight..

Dell doesn't want to sell AMD stuff so they're in trouble? WTF?

I like Dell...they make good monitors which I own have decent support.

I like AMD too they offer me with everything I need on a restricted wallet.

SO whats the fuss?

Who cares if they don't wanna sell...I don't speak to my neighbor everyday either so that doesn't mean I'm or him are in trouble?

Seriously that analyst needs to be SHOT AT SIGHT!

Besides in February there was a rumor going on Dell wants to buy AMD!?

Go figure.

I believe from a product perspective AMD is actually headed in the best direction and Intel will be playing catch-up for the next five years because of the head start AMD has. I do not believe the issue is a failure on AMD's part to get the message out, I believe as lawsuits have proven, Intel can buy a market monopoly with marketing dollars - illegally or legally as they see fit.

Most people who buy PCs do not know or care what CPU/APU is inside. All they care about is the price and to a degree the functionality. High volume buyers like business accts. buy mostly on price or power efficiency but sometimes they consider support or upgradablility. AMD has done a good job with upgradability and now they need to improve corporate support IMO.

That being said I think AMD has created a better mouse trap with APUs for mainstream users and they have sufficient discrete CPU performance coming with Bulldozer to cover most of the PC market with quality, performance and value. Intel is in for a serious market fight for the first time ever. AMD won't own the market but they will gain considerable market share which is good for everyone but Intel.

AMD has always been in trouble. The reason is their Board. They are as dumb as a box of rocks. Imagine firing the CEO without a back up plan! And during a major preoduct refresh no less.

Frankly I would not be surprised to hear that the AMD Board is heavily invested in Intel.

I don't know what all the fuss is about ARM. The world is designed on x86-64.

ARM is only now 32 bit and maybe will be 64 bit by 2015. It is not likely that Intel or AMD will idely sit bakc and not develop 128 bit Architecture. In fact Bulldozer is already there and Windows 8 is rumoured to support x86-128 bit.

For ARM to be a serious contender for the laptop and pc market it needs to perfrom a lot faster AND gobble up instruction sets in bigger bytes.

Of course if ARM gets faster it uses more power.

What I am amzed about is that Intel sez they make the fastest performing chips and they are better becasue they are faster. ARM sez they are easier on battery life, AMD sez it's all about the GUI experience.

Well the majority of buyers do not purchase the fastest Intel chip available, they do not purchase the longest battery life available and evidently they don't care much about graphics unless they are a gamer.

AMD just isn't getting the story out there.

That is their failure, that and incredibly stupid Board.

Stock analysts are always in someone's pocket and often have either a bunch of shares to offload or a bunch of shares they want to buy.

I was recently reading an opinion from one of these people where the disclaimer at the bottom of the page said that they may or may not have some of the shares being "analysed" but promise not to trade them for the next 48 hours or something like that.

"Oh, well that's alright then!" I'm sure everybody thought. Sheesh!

....and do some work!

Lazzzyyyyyyyyyyyyy!

It looks as if Dell is still playing the Trojan horse with AMD. How can a company that accepted $4B not to sell AMD powered machines, be taken seriously as an AMD OEM - it can't IMO.

This is absurd, how can any stock analyst make an informed decision about the direction of a major micro controller company? By saying that APU is a dead idea while overlooking the fact that further integration for computers is the next big progression. SoC's are the way of the future, and AMD is really pioneering this market with their Fusion lineup. I was skeptical when AMD bought out ATI, but seeing how AMD's graphics division has performed in the last few years, combined with the current results of Fusion, I see how AMD took a wonderful risk in putting the early effort for development of x86 based SoC's. People heralded Sandy Bridge as innovative because they slapped an Intel graphics adapter on die with their CPU, but compared to AMD's Fusion sandy bridge leaves a LOT to be desired regarding integration and graphics performance (which is to be expected, Intel never made a powerful GPU, only a functional one).

Another comment, I hate how people all comment how Intel's Atom processor was such a grand failure, as it was slow, limited in development growth and has no future. The majority of this is true, as Atom was NEVER meant to perform at any kind of respectable level, and by design really can not grow to greater performance without a major redesign. However, The chips sold like hotcakes in any format that Intel thought to package them as, from ultra portables to servers. The terms netbook and nettop are a direct result of the Atom.

I think it is hypocritical that the people which were calling the Atom a revolutionary design catering to low performance applications are now calling it a failure on Intel's part to foresee the rise in SoC's. Did people forget the last 5 years where people bought these chips as there was no alternative for a low performance/power device? I absolutely love my ION based media server, and my Atom based netbook (original Acer Aspire one, bought brand new and used daily since). I will eventually replace my main HTPC with an Fusion based system, however I will continue to use my Ion platform as it still allows me to play 1080P content from XBMC on Linux (mind you, free software). It's as if people suddenly have changed expectations from a 5 year old architecture.

Cheers,
John

I'd be quite surprised if the APU sales weren't the strongest they've seen in years. I love my little fusion powered nettop, its battery lasts longer than anything intel has and the graphics are better than the intel ULV stuff. What's more when I bought it I had a choice of something from every laptop brand. Thats something AMD hasn't seen in the mobile segment in a long time. On top of all this, despite the delays bulldozer is looking promising with the clock speeds they've been able to achieve.

I would downgrade such analyst to unemployed.

There are millions of Llano-Notebooks expected to hit the market for the Back To School business. Doies JPM know what this is? The first are already on sale in Russia from Samsung, and HP announced to appear with no less than 11 different models.

Thanks for being a real news website that isn't scared to point out when people are completely lying out of their arse's.

Alex Guana should be fired, or we should issue downgrade warnings on his own competence. He has neither the skill or the knowledge to comment on the toaster market, let alone something as advanced as silicon chips.

AMD has the products that I want and many other people seem to feel the same way. I am buying a new A-series laptop and as soon as Bulldozer arrives I'll be upgrading two desktops. As noted most laptop folks seem to be onboard the APU train so I think this analyst is trying to lower AMD's stock price to cash in next quarter.