But all in all a valid analysis.
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Discussion on Article:
Financial Analysts Consider AMD “Un-Investable”, Start to Lose Hope.
But all in all a valid analysis.
I think Dirk Meyer was a better leader for AMD than Rory Read. Rory Read just sees numbers, but Meyer is engineer that can explain the products to the board of directors.
He is nothing more than a marketing stunt that failed badly. Its obvious that he was the wrong guy for AMD. He had no clue of what he was doing and eventually ruined the company. The board as well had lack of knowledge of what to do with the company and is of course responsible to what happened to AMD.
The only way this could get fixed is if someone buys AMD and gets rid of this board and CEO as well.
I would say Samsung is my favorite for many reasons.
or it's turned into Project Survive?
I have been building strictly AMD systems for many years, but Rory Read's press release hit me in the gut as hard as it did the Wall Street investors.
I have no faith in AMD's "new business plan" and think if implemented will mean the end of AMD.
I think I speak for MANY AMD Builders, that usless AMD fires "Rocky Road" (Rory Dean) and gets back on their prior roadmap, current AMD builders will no longer purchase AMD CPUs, APUs, Chipsets (or OEM boards socketed for AMD) or Video Adapters with AMD/ATI GPUs.
Rory Dean is pushing us to Intel through his "slash and burn" management. He doesn't know ANYTHING about the AMD customer base and is alienating them as well as Wall Street advisors.
I'm on the wall on the graphics cards, but I may just make a total fresh (re)start on all of my PC and HTPC builds and go with NVidia.
It is sad but Intel may have to come to AMDs rescue just to keep them afloat since if they were to go completely insolvent then Intel would be a monopoly (not counting VIA) and the FTC would probably force Intel to divide into smaller companies by division.
There is no return for AMD only if it gets bought and kick all the current board and CEO out of the building.
Rory has got a thing for high end desktop segment, he does not want it to exist at all for some reason as if it is that that is holding AMD back. LoL
Whether Dirk was not aggressive enough or not in the mobiles space remained to be seen. He just wasn't aggressive enough for Claflin. Given the treatment Dirk received after saving the company once I can only conclude that the relationship between the two eroded into something of that of a chicken fight until Claflin convinced a majority of the Board to side with him. Enter Read. Read brings in all the wrong people to run the company. Worse yet he completely discounts and under values the baseline culture of the company which was demonstrated by the people he brought in. His leadership style as has been described to me was all style with no substance, again mirrored by the people he brought in to help run the company. The talent bleed off begins...Mergard, Bergman, Helms, Burgess, etc...when those people left the doors flew open and as one person put it, the only way to have kept people in after the talent bleed off began would've been to bolt and chain the doors closed. Ordinary people can and did achieve extraordinary feats at AMD because they BELIEVED IN THEIR LEADERSHIP. That culture exists at AMD no longer.
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