But the main problem for AMD and its ARM server chips endeavor is not competition or uncertainties with the micro-server market in general. The main concern is whether AMD can survive before it rolls-out Opteron processors with ARM architecture. Ironically, we do know what AMD readies for launch sometimes in 2014, but we do not know what the company is getting ready to release next year.
“We do not expect to see any products coming out of this new partnership with ARM for at least 18 months, and management readily admitted that this would be a 3-5 year process. Given the state of their core business, however, we are not sure they have that much time – we forecast significant cash burn and balance sheet deterioration through much of the next five quarters,” wrote Stacy Rasgon, an analyst with Bernstein Research.
Analyst unsure what to make of AMD ARM plans
Posted on Friday, November 02 2012 @ 16:12 CET by Thomas De Maesschalck