“AMD used an annual event for analysts to demonstrate its
combination of CPU and GPU (graphics processing unit) technologies
on a single die, touting availability to OEMs for early 2011.
Observers were impressed, but professed themselves skeptical about
the company’s ability to gain market share from Intel.
“A Deutsche Bank analyst’s note said the company’s Nov. 9
Analyst Day again demonstrated the new approach at AMD, and said
AMD management is “clearly focused” on improving profitability and
returns to shareholders.
“However, Deutsche Bank analysts noted they remain skeptical of
AMD’s ability to grow meaningful market share over the long term,
adding they believe AMD can be a more profitable company — even in
the absence of market share gains and lower discrete GPU attach
rates — by focusing on growing in new market segments.”