| To: mrcastro who wrote (275865) | 3/21/2024 3:49:10 PM | | From: rouiedawis | | | | AMD's stock performance and financial outlook are closely monitored by investors and analysts. While the company has experienced periods of growth and success, it has also faced challenges and fluctuations in the market. Moderated views on AMD's market performance consider factors such as revenue growth, profitability, market share, and competition from rivals like Intel and NVIDIA.
Mr. Dawis--> Solar installers hills district |
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| To: Petz who wrote (275862) | 12/6/2024 8:28:34 AM | | From: Hiroller8 | | | | | I am one of the "older" folks on this board. It is almost impossible to comprehend how Intel has reached its current state. I am in my 50's and remember the "Wintel" duopoly. They were a force. Microsoft has continued to grow and advance. Intel.... Not so much. They just seem rudderless. |
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| To: Hiroller8 who wrote (275871) | 12/6/2024 11:31:16 AM | | From: combjelly | | | | There is no company so big or so dominant that a determined management cannot fly it into the ground. IBM almost did it and managed to survive. But many don't. Intel never managed to figure out how to turn a profit in low margin areas. Which isn't a problem as long as you can dominate the high margin ones.
Remember Pentium? Huge bet on a new architecture. One that had teething problems, but the killer was it was pretty power hungry and relied on high clock speed for performance. Multiple cores were just not practical for a number of reasons, not the least of which was software. Suffice it to say, Pentium hit a wall, AMD was getting ready to clean their clock with Athlon and they were in trouble. But they also had a plan B in the Core architecture. And that saved them.
Plan B is harder to do with their fabrication process(es). That, and a track record of their process engineers being world class, swinging for the fences and scoring homeruns, meant they got blindsided and hubris kept them there. |
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