It appears that AMD has dropped its efforts to take its x86 processors or potential ARM processors down to the tablet market. In its Q3 earnings call, AMD said that traditional notebook segments remain the core trends in the PC market.
In a response to an analyst question, AMD CEO Rory Read stated that “I’m not sure the tablet just in the form factor itself is the real game in hand,” which is the first indication that AMD may not be challenging Intel in the tablet market. Read noted that “thin and light, convergence, [and] consumerization” remain the core trends in the PC market and while he did not explicitly followed up on that observation, we conclude that this will be the direction AMD will be maintaining. Interestingly, that direction is not different from the direction before the company fired CEO Dirk Meyer earlier this year for not taking advantage of new market opportunities.
Read hinted that AMD will be providing more information about its future products at its 2011 Analyst Call, which will take place in February of 2011.
Ethan McKinney in Business on October 28
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