Re: Expert Analysis - Hardly
AC- I think you're a little confused or behind the times perhaps?
1. PC desktop sales are NOT falling dramatically, but laptop sales and portables are increasing.
2. Actually Intel can't "command" anything but they currently enjoy greater laptop sales than AMD - not because they have a better product, but because they use bribe money, aka marketing money to entice OEMs. AMD's laptop APUs are actually better in performance for most consumers and almost equal in power consumption to Intel's best laptop APUs.
3. Actually AMD does have a product line (as you will see soon) that is widely adopted by tablet makers and all other makers of portable devices. This is what Rory Read was hied to implement and he has done so. If you listened to AMD's financial phone conference you'd know they are about to announce many new portable OEM products shipping in Q1.
4. In addition to AMD's powerful and class leading GPUs, they make class leading APUs and very powerful desktop/laptop CPUs/APUs. While Intel may hold the performance crown at the moment in CPUs but not in desktop or laptop APUs, AMD is selling a ton of FX processors because they deliver better performance per dollar than Intel's i3, i5, i7 line and the FX processors far exceed any Intel CPU in multi-taking ops. The only thing Intel has going is bragging rights for the faster IPC, at the moment and that is only part of what PC performance is all about - as AMD has proven and consumers have substantiated.
5. AMD did lose a lot of enterprise server share because they castrated their server division. Rory Read understands that this is a key market where AMD has good products to offer and they bought SeaMicro to accelerate AMD's ability to recover the loss server market share - which is quite likely as micro servers are in high demand and AMD has the best hardware for that segment - right now. They will need to continue their development in server tech, which is what Bulldozer was originally intended for. Piledriver will improve things considerably and OEMs are already building wonderful low power, heigh efficiency servers with Trinity APUs - which were never intended for servers, but that work amazingly well for servers.
The future for AMD is almost limitless in reality. APUs are what 98% of PCs and portables will be using in a few years. There will still be a niche market for discrete CPU/APU applications for those willing to pay excessive prices for same. With AMD being far ahead of intel on APU development, they are in the driver's seat for a few years though Intel is making progress quickly. As noted above AMD already is in numerous portables and will be in a lot more.
Reportedly 1 in 3 laptops sold in Q4 of '12 had an AMD CPU/APU in it, which is impressive considering the size of AMD compared to intel. Intel has realized that portables are the growth future several years after AMD determined this. Now Intel is closing their desktop mobo division and trying to get portable sales to help their bottom line which is dwindling.
As far as AMD's financial situation they did far better than I expected them to do with the horrible economy and their massive restructuring. I would not be surprised at all to see several more quarters of red ink while they re-organise and purchase assets such as SeaMicro and other complimentary entities to grow their market share in many new as well as existing market segments. It's not easy for anyone in the PC industry right now be it Intel, Apple, Microsucks, et al but at least AMD is now adjusting to the market dynamics and finding new revenue streams as they continue to advance development across all of their product lines.