Henri Richard continues with the ultra-positive and probably mis-leading rhetoric:
AMD aims to reverse market share slide
This from the same guy who during their Q1 analyst call said that when the final market share numbers came in, the share numbers would not be as negative as the revenue and profit shortfalls. These guys are giving away any credibility they built. I don't think they understand that being predictable and being able to predict the business accurately is a key indicator of how well the management team is able to run the company.
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Don't forget the peachy forecast in Q406, the R600 hype, the UVD confusion, we don't do soft launches, Barcelona in middle of 2007.
Well in my opinion, Henri is trying to calm the media, build the confidence between prospective customers, and reassure shareholders. But what I don't understand is that, if AMD really need support at the moment, why is it withholding the release of benchmarks? A Spec_fp or Spec_int would do.
Yet they release benchmarks like POV-Ray.
Henri Richard continues with the ultra-positive and probably mis-leading rhetoric
It looks like he has more shares to sell...
First - He has to state this, what did you expect him to say we will continue to see our market share erode, or at best we'll be able to keep it flat?
Second - If they (AMD) price things aggressively (which of course will drag on potential return to profitability) they can recover some market share. Performance is only one part of the market share equation. This seems like what Hector will do as he is hell bent on market share at all costs.
IMHO, AMD should cede some market share short term for higher ASP's which would allow a quicker return to profitability and cash to pay down some debt and capitilize F30 conversion more quickly and allow some capex for 45nm.
AMD should also look at bringing in chipset and GPU prodcution in house and cross-qualing Chartered (instead of TSMC). This would allow them to utilize excess fab capacity when CPU demand is low (which would help improve margin on these smaller margin products as well) and then outsource the rest to Chartered which essentially shares the same process flow. AMD cannot currently do this with TSMC as they use a different process (and would require maintenance and qualification of 2 sets of chipset/GPU design)
Oh Henri..
How do you win Marketshare
1) You need compelling product. I guess slow performing products are a selling point
2) Then you need lots of manufacturing capacity. I guess being late to 65nm with one factory competing against 4 65nm and 4 45nm factories in 2008 look good.
3) Lastly your product is late
Who does this guy think he is fooling?
He is as delusioned as INTEL folks were during the Netburst days.
AMD's Barcelona: 1.6-GHz and 'Disappointing'
http://www.gearlog.com/2007/06/amds_barcelona_16ghz_and_disap.php
Yep, Henri is the spin meister. Looks like he's changing his tune somewhat and admitting AMD's not so rosy performance picture. Could it be a precursor to Q2 warnings?
http://www.bloomberg.com/apps/news?pid=20601103&sid=aHjF_r5DEuKs&refer=news
I like the way the mention share gains from Q106 to Q406 but fail to mention the 5 points of market share they lost in one swoop in Q107.
AMD's spin machine is out of control. They have completely forgotten the value of being honest and telling the truth...and the respect that comes from being able to do that.
http://www.tgdaily.com/content/view/32404/135/
Questions hang over AMD after show debacle
http://www.theinquirer.net/default.aspx?article=40221
I wrote a bit back that Intel would let folks bench Penryn rigs at will and that AMD was going to enable journalists to have ready access to any Barcelona machines at the show to do the same.
Sometimes predictions do come true.
-- AMD's spin machine is out of control. They have completely forgotten the value of being honest and telling the truth...and the respect that comes from being able to do that. ---
May I quote you on this?
Jack
What do you mean may I quote you - I've said it in black and white Sir!
Thanks -- it summs up what we are seeing in the most succint fashion.
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