过去5年，计算技术领域所有的创新都是来自于AMD，没有一样是来自Intel

Prescott

Hector Ruiz，AMD CEO，于2007年12月1日

http://archive.gulfnews.com/articles/07/12/01/10171434.html

Gritty AMD's chips are still down

By Scott Shuey, Chief Business Reporter
Published: December 01, 2007, 01:14

Dubai:  When Abu Dhabi investment company Mubadala announced that it had purchased an equity stake in Advanced Micro Devices (AMD) for $622 million, it looked like silicon and oil really could mix.

Since the announcement, things have not improved for the world's second-largest producer of microprocessors. There has been some grumbling in the US similar to that following DP World's port acquisition, and the company's stock has dropped almost $2 a share, or about 20 per cent. But does one thing have anything to do with the other?

According to analysts, the drop has more to do with continuing negative market sentiment and a pessimistic stance on technology stocks in the US.

AMD CEO Hector Ruiz blamed the current stock price on a nervous market, terming the atmosphere "extremely pessimistic". "But I think things will have to settle down. That may take one or two quarters to occur," he added.

Rajnish Arora, a research director for IDC, said the outlook on technology is beginning to sour because of the threat of a recession in the US, which usually hits the IT industry first.

But the recent stock price drop is just part of a larger slide. AMD's stock has lost almost 75 per cent of its value since it hit $42 a share in January 2006. The stock is currently in the $10 range, and the company has posted losses in the previous four quarters.

The main reasons for the drop involve AMD's continuing struggle to compete with rival Intel and a cash-flow problem complicated by the purchase of ATI, a Canadian manufacturer of graphic processors.

But IDC's Arora believes that AMD still has "good technology in place," and the cash infusion "will provide the much-needed financial push to sustain competitive pressure back on Intel." However, he also called the deal a "financial lifeline" for AMD.

Ruiz said the company's strength still lies in its R&D, and Mubadala's investment will help fund those efforts.

Major innovations

"If you look at the last five years, if you look at what major innovations have occurred in computing technology, every single one of them came from AMD. Not a single innovation came from Intel," he claimed.

"So I would say that Intel is trying to catch up with us in that respect."


Ruiz accuses Intel of trying to use their market share and production capabilities to squeeze AMD out of the market.

"Intel continues... to abuse their monopoly and that's why around the world governments and regulatory agencies continue to go after them."

The European Union and the South Korea have accused Intel of anti-competitive practices this year. The US's Federal Trade Commission recently said it would not charge Intel with anti-competitive practices.

Arora acknowledges that Intel's aggressive pricing over the past two years has squeezed AMD's margins and contributed to its cash-flow problems, which began with the purchase of ATI. The company was bought with hopes of producing a chip optimised for today's graphic computing environment.

"There was, no question, a financial strain on the company in integrating the company," he said. "However, that is behind us... We believe the companies are well-integrated and doing well."

However, AMD still faces the problem of the market share, which in the server sector is only 15 per cent. The company scored what was perceived as a major breakthrough when it signed an agreement with Dell, the second-largest computer manufacturer in the world, in 2006. The deal has not worked out as AMD had hoped.

"As they begin to carve out their space and become stronger, I believe we are going to get to participate more and more," Ruiz said.

Regionally, AMD is growing, especially in the server industry, according to Oman Shihab, an analyst in IDC in Dubai.

In the laptop and desktop markets, the company is growing slowly but surely. "They're working very closely with vendors, companies like IBM and HP," Shihab said. "They still have a lot to do."

大锤子

:a)

撒达母的宣传 部长

bessel

Hector Ruiz还是下岗比较合适。

以前amd低调的多，现在太不厚道了。

zyxel2008

他说的是事实，“嘴炮”这个搞技术研究的大忌就是被AMD首次引入了技术领域，并大获成功:w00t): :w00t): :w00t):

三毛妮

还好没说过去15年:sweatingbullets:

gazel

除非创新是由Mr. RUIZ定义的:
凡是AMD的技术都是创新, 凡是Intel的技术都是新瓶旧酒

红发IXFXI

Hector Ruiz还是下岗比较合适。
:mad:

acqwer

莫非AMD被他的干爹抛弃了，居然连IBM都不放在眼里了。

lzy24

"So I would say that Intel is trying to catch up with us in that respect."
笑得肚子痛了

tinysky

原帖由 lexer.rrrr 于 2007-12-3 08:50 发表
As an old saying goes: Despise the enemy strategically and take full account of it tactically

____Mao Ze Dong

三毛妮

原帖由 potomac 于 2007-12-3 10:20 发表
老鲁也是人才，
intel应该把他聘过来，作中国区的宣传部长。:p

宣传部长此人更加胜任

ITANIUM2

千万不要落得和此人一样下场

原帖由 GZboy 于 2007-12-3 10:44 发表


809700

慌言重复3遍就是真理~

samhrc

最先突破1G HZ 主频的就是AMD吧。

awoo

快点下台，鲁智深弟弟

the_god_of_pig

鸟之将死，其鸣也哀；人之将死，其言也善。

看样子这规律用到公司上就不成立了:shifty:

IAFCyg

要是今年六级阅读就考这个该有多好。:lol: