- Related Stories
-
AMD's quad-core 'Barcelona' coming in August
June 29, 2007 -
AMD looks for fix during rough year
June 20, 2007 -
What Wal-Mart means to Dell
May 24, 2007 -
AMD's new Puma stalking Intel's Centrino
May 17, 2007 -
My free financial advice for AMD
April 23, 2007 -
HP widens lead over Dell in healthy PC market
April 18, 2007 -
Intel launches major reorganization
July 19, 2006 -
AMD releases dual-core server chips
April 21, 2005 - Related Blogs
-
Toshiba launches AMD-powered notebooks
June 26, 2007
(continued from previous page)
AMD representatives said last month that Ruiz would have more to say about the company's "asset light" strategy, which could include a greater reliance on chip foundries, significant layoffs or both. He'll have several opportunities to field questions over the next couple of weeks.
The company is holding a special meeting for shareholders on Monday, reportedly to authorize an increase in the company's employee stock option program. The timing of Thursday's earnings call means executives will have to answer questions about Intel's results. And the following week, AMD will host a technology analyst day at its Sunnyvale, Calif., headquarters during which it can expect to face further inquiries.
With new desktop processors not expected until the end of the year--and new mobile chips not until well into 2008--it's going to be awhile before AMD has a spark that can generate revenue in the PC market. Barcelona should arrive in the third quarter, but server volumes take awhile to build momentum.
That means Ruiz will either have to propose significant reductions in costs or hope the market catches fire in the second half of the year. Either way, AMD executives will probably be glad when Friday rolls along.
See more CNET content tagged:
AMD,
quad-core,
Intel,
Paul Otellini,
dual-core
Long term AMD has been making lots of smart purchases. If they can stay somewhat competitive over the next two years, things should get interesting again.
I feel that if Intel shoots itself in its foot again or AMD outclasses Intel, the movement of market share would be much faster. The way AMD lost 5pp mkt share in one quarter, Intel could be seen losing the same the next time.