[转]AMD: We won\'t be another Intel

cwsaaa

AMD: We won't be another Intel
Wolfgang Gruener
July 24, 2006 17:10

Sunnyvale (CA) - With the acquisition of ATI, AMD will have all the pieces in place to evolve from a processor manufacturer into a platform company and go head to head with Intel in more markets - especially in the business desktop and notebook segments. But AMD claims that it is approach will be different from Intel and allow third-party firms - such as Nvidia - to access its platforms.

Integration is the keyword the best describes the motivation for AMD to acquire ATI. While the company threw out processors and had to rely on third-party support to build hardware around its products- especially its Turion 64 notebook CPU - AMD will now be able to build its own "integrated" hardware ecosystem - very much like Intel.

However, AMD believes that it will not morph into another Intel: "Our approach is very different from Intel," said AMD spokesman Bubba Wolford. "You really would be comparing apples to oranges. We are very much about an open approach. That includes opening up our chipset, our platforms and our processors. If you look at 'Torrenza' you see how we allow companies to innovate around our products," he said.

Of course, building its own platform somewhat contradicts AMD's previous claim that using third-party hardware developers will offer consumers a "best of breed" product range for its products such as the mobile Turion 64 processor. Spokesman Jon Carvill told TG Daily that a new ability to offer a complete AMD solution, however, improves this scenario: "You really can do both, using 'best of breed' as wells as an integrated product. Ultimately it gives the customer more choice than before," he said.

So, what does that exactly mean for the partners of AMD? Especially Nvidia comes to mind, which today ships more than 90% of the chipsets for AMD computers and potentially could have been viewed as a better fit for AMD. In the end, AMD says, it will depend on Nvidia what the relationship will look like and AMD itself of course has little interest to change the way it is treated by Nvidia. However, AMD suddenly has become one of Nvidia's most important competitors and that may have an impact on how Nvidia will position itself in the future.

Wolford and Carvill argued that AMD and ATI were more "complementary" than an AMD-Nvidia company. "If you look at how AMD and ATI have worked together, if you look at the approach to customer centricity and the very similar philosophies overall, than you see that the strengths of ATI and AMD are a very natural fit," Carvill said.

And then, of course, there is still the question what this new company will be called, when the acquisition will close as planned in the fourth quarter of this year. Wolford said that the deal still has to pass various steps, such as stockholder approval, and that more information on the branding will become available over the next months. At least for now, "the company" will act under the name of AMD, Wolford said.

“from a processor manufacturer into a platform company ”

确实，ATI在自己的传统优势领域里，面临了Intel前所未有的压力，而在非集成显卡这类发夹子、大白菜领域外，和Nvidia的竞争其实是危机四伏，ATI到底是成为大鳄的附庸，还是在自家的小天地里慢慢开始饿死，显然ATI选择了更好的方式，让自己成为大鳄。

确实，对AMD来说扣肉的威胁仅仅是现实的信号而已，intel最强悍的不是处理器，而是intel已经从处理器制造商几乎完成了向平台供应商的转换。没有任何理由可以颠覆，利润和未来的方向，不是intel一再主张的平台供应商，这意味着更多的利润，更广阔的市场，特别是IT以外让这些大鳄早已垂涎三尺的家用电子。

而ATI在传统的笔记本集成显卡的优势自然不必说，对于消费电子的触及和东亚市场的触及，也是有相当成就的。ATI其实什么都不缺，他仅仅缺乏成为平台供应者最核心的东西，那就是CPU。

而AMD，可不只是CPU，AMD本身的研发能力是相当强的，amd当年和现在的主板板载芯片，都是很有实力的。但说到底amd除了cpu那一套，还是什么都没有。

双方都需要有实力有基础的伙伴来应对intel帝国强大的压力，来找到未来最赚钱的途径，从目前已知的公开的讯息不难看出，这笔买卖不仅是短线更是长线，不仅能解各方燃眉之急，也能做成百年老店那样的事业。

3D显卡终究只是显卡的一个领域，暴利也好、总量也好，都是由极限的，ATI无疑走快了一步。

而AMD的cpu不能再靠降价来发展了，intel不是吃素的，没有足够的利润，amd是无法抵挡住intel的，毕竟到了他们的境界，资本就是一切，钱就是一切，而要有钱，就必须能赚钱。

AMD由此获得了一个强大伙伴，短线长线丝毫不亏，和intel竞争，不再是底气不足的小辈了，它唯一的问题是如何让报表好看起来；ATI由此也获得新生，不出意外只更赚钱，难度系数不高。

56亿美元，无论如何都是一个天文数字，amd不用它来建厂，不用它来和intel硬碰硬，而是用这56亿美元换来的时间得到了转型的基础，更重要的是出其不意，绕开了产量的竞争，上升到品质的竞争，或许amd很多年内还是不如intel产得多，但可以肯定在利润丰厚的平台供应领域中，intel不会是独肥。

可以说，56亿买到了跨越式的发展，到底值不值，看看intel为了转型投入了多少人力、物力、财力就能明白，当然至于结果如何——这个世界合并在一起的公司，几乎没有1+1=2的，难确实难，可这怎么都要比还是在老路上intel硬碰硬，赚点辛苦钱好——无疑，amd花了56亿，就进入了一个利润丰厚的处女地，至少不亏，比建厂划算。

何况，这里的推手应该是华尔街，资本的帝王在幕后推着手。

可为什么不是nvidia，其实很简单，没有比amd和ati更好的组合方式了，没有了，就是这样，这是最天然的组合。

cwsaaa

这是一次极其精明且符合实际的并购，是近年来最强悍的宣战书，我心爱的Intel，终于吃到自己的苦果了。

p3

我心爱的intel，我永远支持你。

xhx1022

won't?
can't

mxyou

问题是能不能转型成功~~~

fayerlxy

不是won't be
是we are not able to be

balabalame

oh, You think

balabalame

原帖由 xhxasdf 于 2006-7-25 15:06 发表
今后看着intel市场份额变小
直到灭亡的那一天

give me a reason

B)

kknd1967

这英文和中文说的东西不一样
中文的措辞真是够麻的。什么短长不吃亏，什么A+A是最佳组合:whistling:
误导么？

[ 本帖最后由 kknd1967 于 2006-7-25 15:22 编辑 ]

cwsaaa

原帖由 kknd1967 于 2006-7-25 15:20 发表
这英文和中文说的东西不一样
中文的措辞真是够麻的。什么短长不吃亏，什么A+A是最佳组合:whistling:
误导么？

误导？抑或是没有表述清楚？

措辞您觉得麻，只是因为您在意“A+A是最佳组合”。

但是非常可惜，无论是转文还是议论，都没有“A+A是最佳组合”这么个意思。

中文本来就不是对原文的翻译，也从没有任何规矩说发议论引原文得和原文一致，借题发挥不是我一个人干。

当然无可讳言，我非常钦佩amd掌舵人的眼光和能力，也佩服ati领导层的气度，看似水火不容，其实是天作之合，这里的意思就成了“A+A是最佳组合”？

虽然我文章写得臭，但不至于没落到这么无聊的地步吧？

有时候，不是我为人不谦虚，而是我很希望知道，发这样的议论前，有没有看过到底说了些什么呢？

我不排斥争论，但我不喜欢无聊的争执。

完毕。

bk1018

楼主见的东西应该不少，支持楼主。

itany

we can't be another Intel

流氓兔116

还是希望可以看到ATI的显卡

地上的云

什么意思啊?
没看明白 等以后就明白了