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When a company is in second place and the first place company leaves a massive gate open for competition, then it’s the duty of the CEO to do what it takes to c

When a company is in second place and the first place company leaves a massive gate open for competition, then it’s the duty of the CEO to do what it takes to capitalize, attack and go for first place. Lisa Su has had plenty of time to do whatever needs to be done to take advantage of Nvidias opening. There’s no sign at all she’s doing anything. The 7600 GPU just released is garbage. All the AMD cards are still overpriced. How long do you give a CEO who fails to attack a vulnerable #1 ?

jacquesm 3y ago
> When a company is in second place and the first place company leaves a massive gate open for competition, then it’s the duty of the CEO to do what it takes to capitalize, attack and go for first place. I don't think that's in the fiduciary duties of a CEO. But: I'm not a shareholder of AMD so I'll leave it to them to decide whether or not they want to keep her on. > How long do you give a CEO who fails to attack a vulnerable #1 ? That depends on whether or not the attack is feasible, whether the #1 is as vulnerable as you seem to think they are and whether or not there is something in the armory to attack with. Lots of assumptions there. She's generally considered to be the person that 'Saved AMD' so I really don't know what you base your analysis on, it may well be that AMD has an attack on NV in the works but personally, without having a lot more insight into AMD than what's available in annual reports and various press releases I would be careful in second guessing a CEO that so far has done a pretty good job. And any such discussion should take into account that AMD has multiple strong enemies besides NV (Intel, for one).
ralfn 3y ago
Starting a pricewar with NVidia is not in their interest. They are both limited by production capacity at the moment because we need more "open" foundaries which needs more machines from ASML. Both are in the works, but it takes time. As long as they sell all their inventory anyway you won't see a price drop, let alone a price war. I'm more surprised AMD is not playing in the AI field more. Although it seems the long term strategy for Google, Microsoft and Amazon is to supply their clouds with their own ARM based hardware rather than buying from Nvidia. But AMD could enter that market with a high volume low margin approach as well. Still, as long as TSCM and ASML can't scale up production further everybody will be waiting anyway. That's where the bottleneck is, thats whats keeping prices high.

jacquesm 3y ago

> When a company is in second place and the first place company leaves a massive gate open for competition, then it’s the duty of the CEO to do what it takes to capitalize, attack and go for first place. I don't think that's in the fiduciary duties of a CEO. But: I'm not a shareholder of AMD so I'll leave it to them to decide whether or not they want to keep her on. > How long do you give a CEO who fails to attack a vulnerable #1 ? That depends on whether or not the attack is feasible, whether the #1 is as vulnerable as you seem to think they are and whether or not there is something in the armory to attack with. Lots of assumptions there. She's generally considered to be the person that 'Saved AMD' so I really don't know what you base your analysis on, it may well be that AMD has an attack on NV in the works but personally, without having a lot more insight into AMD than what's available in annual reports and various press releases I would be careful in second guessing a CEO that so far has done a pretty good job. And any such discussion should take into account that AMD has multiple strong enemies besides NV (Intel, for one).

ralfn 3y ago

Starting a pricewar with NVidia is not in their interest. They are both limited by production capacity at the moment because we need more "open" foundaries which needs more machines from ASML. Both are in the works, but it takes time. As long as they sell all their inventory anyway you won't see a price drop, let alone a price war. I'm more surprised AMD is not playing in the AI field more. Although it seems the long term strategy for Google, Microsoft and Amazon is to supply their clouds with their own ARM based hardware rather than buying from Nvidia. But AMD could enter that market with a high volume low margin approach as well. Still, as long as TSCM and ASML can't scale up production further everybody will be waiting anyway. That's where the bottleneck is, thats whats keeping prices high.