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Analysis: AMD's fab-light strategy; myth vs. reality

6/1/2009 05:00 PM EDT
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bolaji.ojo
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re: Analysis: AMD's fab-light strategy; myth vs. reality
bolaji.ojo   6/1/2009 8:46:45 PM
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Hi Sooku, Nothing is free in the relationship between AMD and ATIC. AMD got $10 billion but it also gave away a great deal of its independence in the manufacturing area. The company gained some financial freedom. The article addressed the benefits to AMD but it also focused on the totality of the benefits the company was expecting. It won't get all of this for some time. Can AMD gain market share? It depends on a variety of factors, including its ability to squeeze the expected benefits from its fab-light strategy. As long as it remains tied to GlobalFoundries, I don't see that happening.

Sooku
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re: Analysis: AMD's fab-light strategy; myth vs. reality
Sooku   6/1/2009 5:52:02 PM
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You don't get it do you? AMD is getting up to $10 billion from Abu Dhabi without giving away its corporate operations. You set up an arbitrary goal - "be like other fabless companies" - and then stomp all over AMD. You might as well stomp all over Apple for not being like Microsoft or HP. What really matters is, can AMD gain market share profitably? Who cares how they get there?

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