I certainly have no "final say," I'm just pointing out some of the forces including internal cultural ones that I believe may have effects on the outcomes.
IBM has nothing to do with the business or technical questions, I'm referring to the https://en.wikipedia.org/wiki/Tomasulo_algorithm which was first used in the late 1960s in the floating point unit of the IBM System/360 91 and much later used for the Pentium Pro.
AMD's historical inability to generate profits pertains to its historical inability to succeed well for very long, it's an independent measure of that phenomena. So no matter how well AMD is doing right now, it's in their DNA to fail any time now; doesn't mean it's going to happen, but I'll repeat again that paying a huge sum for an FPGA company is a very bad sign, much worse then their purchase of ATI which did not end up helping their CPU efforts, if anything distracted from the latter. Another sign AMD "will stop" is the reported generally lower quality ecosystem, but I have no good reading on that.
Your comment about a "major ask" is just repeating why I previously said, "Culturally I doubt they can shift to fabless although we'll be able to tell if they're really trying by seeing mass layoffs of managers...."
How much of AMD's "major profits around the corner" will be put into the FPGA unit? It was an all stock deal so they at least won't be having to pay down debt on it, but to restate my main point about it, it's a vote of no confidence in their CPU business, doing it comes at tremendous opportunity costs.
Never heard that money was the core problem for Intel's failure to move to new nodes, so the US government doesn't have the right sort of lifeline to provide. Intel is currently stumbling and I personally guess that won't stop, but that's based on very thin data and what I see the new CEO trying to do.
Or not, if the denials about the rumor about them buying Global Foundries directly from its owner Mubadala Investment Company are correct. If managed well, which is never the way to bet in tech company acquisitions, that would give them invaluable expertise in the business of being a foundry.
IBM has nothing to do with the business or technical questions, I'm referring to the https://en.wikipedia.org/wiki/Tomasulo_algorithm which was first used in the late 1960s in the floating point unit of the IBM System/360 91 and much later used for the Pentium Pro.
AMD's historical inability to generate profits pertains to its historical inability to succeed well for very long, it's an independent measure of that phenomena. So no matter how well AMD is doing right now, it's in their DNA to fail any time now; doesn't mean it's going to happen, but I'll repeat again that paying a huge sum for an FPGA company is a very bad sign, much worse then their purchase of ATI which did not end up helping their CPU efforts, if anything distracted from the latter. Another sign AMD "will stop" is the reported generally lower quality ecosystem, but I have no good reading on that.
Your comment about a "major ask" is just repeating why I previously said, "Culturally I doubt they can shift to fabless although we'll be able to tell if they're really trying by seeing mass layoffs of managers...."
How much of AMD's "major profits around the corner" will be put into the FPGA unit? It was an all stock deal so they at least won't be having to pay down debt on it, but to restate my main point about it, it's a vote of no confidence in their CPU business, doing it comes at tremendous opportunity costs.
Never heard that money was the core problem for Intel's failure to move to new nodes, so the US government doesn't have the right sort of lifeline to provide. Intel is currently stumbling and I personally guess that won't stop, but that's based on very thin data and what I see the new CEO trying to do.
Or not, if the denials about the rumor about them buying Global Foundries directly from its owner Mubadala Investment Company are correct. If managed well, which is never the way to bet in tech company acquisitions, that would give them invaluable expertise in the business of being a foundry.