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Rumour AmTech Says Puma May Have Glitches; AMD Denies Any Issues; Could Nvidia Buy AMD? (Updated) Link
Posted on 02/15/2008 @ 11:28 AM Doug Freedman, analyst at American Technology Research, this morning wrote in a research note that his channel checks find that AMD’s Puma notebook platform “may have a technical glitch.” Freedman says the problem has not been confirmed, but that laptop makers are seeking alternative solutions. He’s worried enough about the potential issue that he cut estimates on the company for this year and next year.
UPDATE: A spokesperson for AMD has denied that there are any issues with Puma, and said it remains on track for Q2 launch.
In his report, Freedman had written that, given recent technical issues with its Barcelona and Phenom processors, “it is appropriate to err on the side of caution.” He says both Intel (INTC) and Nvidia (NVDA) could benefit from a “botched launch” of Puma.
Freedman also says, however, that a troubled launch for Puma could increase pressure on the AMD board to sell the company or change management.
Freedman contends that Nvidia “could make a sensible and willing acquirer.” He thinks Nvidia CEO Jen-Hsun Huang could be the right guy to turn around AMD - but that he wouldn’t likely leave Nvidia for AMD. “However, we do not believe he would walk away from the challenge of buying AMD on the cheap and turning the company around,” Freedman says. “The Intel/AMD roadmap of integration of the CPU/GPU could pose a risk to Nvidia, and buying AMD propels Nvidia into a formidable competitor for Intel with the upside coming from Huang’s ability to re-architect AMD’s design.”
Source Techtraderdaily
中文版：
海外消息，美国技术研究的研究员道·弗里曼于今天早晨发布的研究报告称，AMD的Puma笔记本平台可能存在技术缺陷。弗里曼表示，这个问题尚未得到确认，但是笔记本制造商正在考虑其它的选择。不过，AMD一位发言称对此表示否认，并称Puma笔记本平台仍将按计划于今年第二季面世。
在研究报告中，弗里曼表示，由于AMD的“巴塞罗那”（Barcelona）和Phenom处理器接连遇到技术问题，所以AMD一定要小心了。他表示，鉴于Puma处理器存在技术问题，英特尔和Nvidia都会从中获益。
不过，弗里曼也表示，Puma处理器遇到的问题可能会进一步迫使AMD董事会将公司出售或改变管理方式。弗里曼认为，Nvidia是一个“明智的乐意收购者”，而且Nvidia首席执行官黄仁勋是一个能够扭转AMD颓势的人物，不过他不可能离开Nvidia来到AMD。弗里曼说：“我们认为黄仁勋不会逃避低价收购AMD并且扭转AMD颓势的挑战。英特尔和AMD在CPU／GPU功能融合方面已经给Nvidia带来了巨大威胁。鉴于黄仁勋有能力改善AMD的产品设计，所以收购AMD可以使Nvidia具有更强的竞争力。”
弗里曼对AMD前景的担忧也使他调低了对AMD的预期值。他将2008年AMD股价下跌预期值从原先的41美分增加到75美分，将2009年AMD收入预期值从原先的80.5亿美元下调至74.1亿美元。
不过，也有分析人士认为，尽管芯片市场上还有英特尔这样的巨无霸，但AMD与Nvidia的结合仍会招致严格的反垄断审查。
转自vip.discloser.net
[ 本帖最后由 三毛妮 于 2008-2-16 11:45 编辑 ] |
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发表于 2008-2-15 11:32
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