Quote:
I was just reading this article:
AMD keeps blaming a “channel issue” for the first quarter fumble. The story line behind this excuse centers on AMD's transition from serving mostly channel customers to serving mostly OEMs. The strength of AMD's 64-bit product line opened a flood of new business with companies such as IBM, HP, Sun Microsystems and Dell. These demanding types caused AMD to lose focus on its old channel friends. As a result, channel sales dropped and dropped hard during the first quarter.
This scenario might make sense to some of you, but it confuses us. AMD claims to have no supply issues as far as pumping out chips goes. It just didn't get the chips to the right places in time. As far as we can tell, that sounds like a FedEx problem, but Ruiz failed to finger FedEx during his post earnings call with financial analysts.
Indeed, it sounds like B.S. to me too. Though availability for the X2 6000+ seriously blew, many of AMD's other processors were and have been readily available through all the major online retailers. I doubt any of the other retailers (local computer stores) had problems either. At any rate none of AMD's OEM customers are even using the 6000+. I mean let's get real, aside from the 6000+ and low voltage 3600+, has anyone seen a "shortage" of AMD chips?
Eventually Wall Street is going to be asking for Ruiz's resignation 'cause the excuses are running out real quick. The real issue is the price war and
lost market share. Not "channel supply issues." I ain't buyin' it Hector.
The 3600+, 5600+ and 6000+ are the most popular AMD chips. Oddly, the 3600+ is the only processor that shouldn't be supply constrained, since AMD can mark down any of their other Brisbane processors to 1.9Ghz and call it a 3600+ and sell it.
Yes, but remember, only so many chips will bin out as 6000s or 5600+. Those high end slots are the toughest slots to fill.
I have to agree with Jesse. At the begining of Q1, the excuse was, "we've been diverting resourses to mobile", before that, there was no offical excuse, though our Baron claimed the lack of high end binned units was due to Dell hording them all for the "back to school sales" :roll:, then it was..........crap, I cant even remember the next excuse anymore as theyve made so many. But then, lo and behold, there was a surplus of chips available.
AMD keeps making excuses, pointing the finger everywhere else but themselves, and on the rare occasion they do say, "we didnt do this right", they still lay off the root cause at someone elses (usually Intel) feet.