AMD, Intel fortunes diverge over past year
Published: 17 Jul 2007 10:31 BST
…a second-generation quad-core chip waiting in the wings. But it appears that AMD's costs assume the company was going to hold on to its market-share gains of the past few years, and it will take a miracle for AMD to get out of 2007 without losing some share.
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AMD representatives said last month that Ruiz would have more to say about the company's "asset light" strategy, which could include a greater reliance on chip foundries, significant layoffs or both. He'll have several opportunities to field questions over the next couple of weeks.
The company is holding a special meeting for shareholders on Monday, reportedly to authorise an increase in the company's employee stock option program. The timing of Thursday's earnings call means executives will have to answer questions about Intel's results. And the following week, AMD will host a technology analyst day at its headquarters during which it can expect to face further inquiries.
With new desktop processors not expected until the end of the year — and new mobile chips not until well into 2008 — it's going to be a while before AMD has a spark that can generate revenue in the PC market. Barcelona should arrive in the third quarter, but server volumes take time to build momentum.
That means Ruiz will have to either propose significant reductions in costs or hope the market catches fire in the second half of the year. Either way, AMD executives will probably be glad when Friday rolls along.
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