JMP Securities chip analyst Alex Gauna has been donning his sackcloth and ashes to declare doom for AMD.
According to Barrons, Gauna cut his rating on shares of AMD to Market Underperform after claiming the outfit's chips in the "Fusion" family, was fallen flatter than a parachuting stingray which and landed on the track of the Indian Elephant steeplechase.
Gauna said that he had been asking computing retailers and OEMs but representatives are not only unsupportive of the new APU offerings - they are cutting back on them,
If you try and buy an AMD model online at Dell you would be out of luck. Reviews of the chip family are "sparse and lacklustre," he added.
Investors had been attracted to AMD because there was a belief that its APU offerings could close some of the gap with Intel. However as Intel ramps its Visibly Smart 2nd Generation Core offerings, the reverse is happening.
To make matters worse, with Microsoft's Windows 8 operating system, running on ARM chips, AMD could lose its crown as the primary alternative to Intel.
Gauna predicts that OEMs will pull the life support from AMD, as other ARM-based second source alternatives to Intel emerge with the Windows 8 move expected to emerge around the end of the year.
He said the market share erosion will happen in 2012.
Server chip prospects are not good for AMD, either. He said that Intel's Xeon E7 refresh makes it hard for AMD to gain any momentum in the near-term. Intel will be selling 22nm products by 2012 while the AMD server roadmap does not go beyond 32nm.
Gauna does not think that the lack of a CEO is making a difference to AMD, but it does indicate why no one is keen to take up the poisoned chalice.
His commens are the opposite of what Forbes is predicting for AMD.
Example B1 revision of the underlying processor and the upcoming results here, Bulldozer CPUs will be available for the entire test, because the processor must not accept the final results probably indicate the need to live in a L3 problem. The results of tests using the Gigabyte 990FX-UD5 board now to take a look at the bottom of the gallery. Recently, these tests, the test results with 8-core processor can do what in different areas to be added.
L3 problem, when software writers just havn't defined two way crossbars what is multicore enviorment. remember software precedes hardware. so baby steps. above quto is Fx Bulldozer. Pictures of bulldozer look good, about what my informant in Dresden supplied last spring, Two Way Crossbars Ahoy & Plenty of Them. So on right ship on right course, yet, dismissing idea of iceberg & titanic loss, eventually platform will rule. try in year.
Intel hasn't fallen asleep & has two way crossbar heaven diagramed to future too, yet if its cpgpu, might care to throw up, first. maybe, yet maybe 3D tranee' scam. Maybe Hottest Number On Market Street, yet 'D Price, Throw Up Some More.
Obviously there is Masive Chipset Change comin' Martha. Due to references to just will need new bios. Oldest Deception in book. Unfortunately, need new bios in new mainboard chipset. Slowly Pumpkin HeadRises from Mist., some of problems might be Fab revolt, where two processor are in one die, cutting sellers cost & making more, twice, per die retail. mostly just Plain Unexplored Territory.
Signed:Monkey Foo Thrower....
Those trickers have not to appear in the press.
My AMD APU custom build will run any OS that Microsoft or Linux has available, and do it much better than my latest Intel custom build.
The Intel will run the bench marks that are tailored to their product a tiny bit faster than the AMD APU, but in real world use, AMD is clearly superior and at one quarter the cost of the Intel build. To be fair, I do use my Intel as a screen saver to heat my room when it gets chilly.
My real world PC use includes gamming, HD video, open office, software testing, photo work, education, format conversion, file transfer, 3D modeling, and many other interests, the AMD APU does it all, incredibly well, using less energy.
Many innovative manufactures have the new AMD APU systems available online last month, just to name one of them is SYX complete with Windows 7 64bit OS and a beautiful USA build at a very attractive price range and selling very well.
It is true, there are many lazy reviewers that just cut and paste the same tired Intel review, but I found as long as last month several of the better technology review sites had already done a very thorough and exciting review of the new AMD APU. Not a cut and paste from some other web site.
Just to name a couple of these review sites, is HardwareCanucks and OverClockers Club, not to purposely leave any of the better review sites out that also ran a thorough in house test, those two came to mind as I write.
The new AMD APU systems, both complete and DIY, have been available from all my favorite online retailers for some time now.
As far as 32nm, it has nothing to do with AMD itself, we are talking high end discrete graphics built into the CPU, and the material we make all of our chips from at this time cannot handle any less than 32nm at that power requirement without voltage leaking, the same reason we are now seeing lower clocks, increased cores, and multi threading applications now days. SOI will be around for many more years and AMD will no doubt find a better insulator for this process long before a change in material is possible. People should try to learn more about technology before speaking.
Where else but AMD can you get a nice 4 core CPU with discrete level graphics built into one chip at a price that anyone can afford. This technology is the way of the future, it has eliminated many of the bottlenecks that all manufactures have been struggling against for many years.
Research and development is very expensive, but it is required to make our world better, R&D can set back the biggest of companies for the short term, AMD is working long term, and that is what Futures are concerned of, who voted that guy to speak on Futures. AMD will be here long after that guy is gone and forgotten.