By: EduardoS (no.delete@this.spam.com), January 30, 2013 3:48 am
Room: Moderated Discussions
Doug S (foo.delete@this.bar.bar) on January 29, 2013 7:20 pm wrote:
> Hype and perception? The belief that ARM CPUs are better for low power applications, whether
> true or not, influences the hype they get which in turn influences investor sentiment.
>
> If AMD had introduced cheap many core Jaguar variants they'd get hammered by Wall Street even
> more than they have been, because it would be seen as cannibalizing their current x86 line
> which already have margins too low compared to Intel's. The ARM announcement propped up the
> stock price and will help them live to fight another day just a little bit longer.
There wasn't much entusiasm at the announcement...
I think the general feeling was "concern", like, "so this means AMD cores aren't good enough?".
> Hype and perception? The belief that ARM CPUs are better for low power applications, whether
> true or not, influences the hype they get which in turn influences investor sentiment.
>
> If AMD had introduced cheap many core Jaguar variants they'd get hammered by Wall Street even
> more than they have been, because it would be seen as cannibalizing their current x86 line
> which already have margins too low compared to Intel's. The ARM announcement propped up the
> stock price and will help them live to fight another day just a little bit longer.
There wasn't much entusiasm at the announcement...
I think the general feeling was "concern", like, "so this means AMD cores aren't good enough?".
