Embedded market is crowded, specifically Comms, and Industrial. Gaming the have a chance.
Comms & Industrial market same incumbents are there, they have to deal with and offer a equivalent solutions such as FPGA companies do with Application specific IP block on top. This takes time to build up 2014 is not out of the question either.
Bottom line: they have lots of long term plans. with minimal time on hand, and little money as well.
I would say ARM based servers offering from QCOM, BRCM would make me feel comfy as end customer, at least they will be around.
I agree there is competition everywhere and nobody said it will be easy for AMD.
But the embedded applications space is wide. Perhaps AMD can find an application that can take off.
Something that can make use of their graphics abilities or just something that is hardware agnostic but has not been addressed before in industrial or security.
But I agree it is going to be tough do anything in three or four quarters -- unless they started three or four quarters ago.
Let's assume they will ARM server cores, then they fuse together the sea micro fabric as well. Which BTW is only useful for web server app as it stands.
Question : Do they $200m sitting around to fund this, as I thought they have 3~4 Q Operating money left?
Also ARM server product will not be ready until 2014, and there are other ARM servers SOC already, something people like Broadcom, Cavium will build as well.
Again AMD versus all these other guys , I have not heard anything compelling yet!