Please remember who the audience for the conference call was: financial analysts looking at AMD's numbers. We might consider reusable IP blocks old hat and an "of course that's what to do" notion, but will people who spend their day looking at balance sheets and P&L statements think that way?
I'll say. Everyone with an ounce of sense realizes that the IBM 360 is the only game in town, and tons of businesses have so much legacy 360 code that all this talk about the move to "personal computers" is total nonsense. I don't see sales of Z series chips slowing anytime soon.
Now, now, let's not ding EEtimes for reporting a story.
What I do not get is what the big deal is about developing, using and re-using IP blocks and why that is something AMD needed it's CEO to talk about. Don't most chip design companies do that even today? If this is something AMD just realized then I am not surprised they are in the mess they are in!
I see Lisa talking about forward looking plans 2014 etc.. Key issue is are they going to make until then?
I hope they have some chop shop plan for this car! They have hired Lisa & BCG for strategy. May be they ought stop dreaming about grand plans, and move on with core, sell off Graphics to some one who really cares about it. SeaMicro was another hair brain Acquisition for a company that is in a mess. May be they ought to sell Server to QCOM, and live off that money to build out on new TBD markets, On Mobile they are way too late, specially here there is plenty ARM based AP, also there are China based ARM APs in the market, and Intel as well. Seems to me either focus on server forget about rest, i.e. sell it off.
AMD should have gone this direction 10 (maybe 15) years ago - and used its microprocessor experience to have gotten out from under Intel's iAPX shadow - under which the company has labored for nearly two decades
Hopefully the emergence of non iAPX tablet and server markets gives them an opportunity