In an interview with BizJournals, AMD CEO Lisa Su talked about the disconnect between Wall Street and what she's trying to achieve at the company. Su explains that while everybody wants to keep score every quarter, she's working in an industry that takes three to five years to really fully evaluate. As such, Su claims the major strategy decisions she's steering AMD towards today won't truly manifest for several years.
AMD is focusing its attention on three main vectors in an attempt to return to profiability: GPUs for the gaming industry, immersive platforms designed to improve the usability of technology, and connecting data centers with networks.
Su added that AMD plans to stay away from developing for the PC market because of its volatility. What this means for the company's processor lineup, like the upcoming Zen architecture, is unknown but the gist of the interview seems to be that AMD is looking to target growing markets where it can deliver strong products:
She said, however, that AMD plans to stay away from developing for the personal computer market because of its volatility. Instead, the company is looking to play where AMD’s strengths intersect with growing demand while trying to engender investor confidence with a steady release of new products that highlight progress for the long term.
“I think our challenge is not related to whether we’re public or private,” she said, “it’s more related to the fact that we’re in an industry that takes three to five years to really fully evaluate — you’re not going to know whether I’ve done a good job until five years from. However, everybody wants to keep score every quarter. And you know, that’s life.”