“Writing for Seeking Alpha, Mark Hibben suggests that Apple might enlist the semi-custom design services of struggling chipmaker, Advanced Micro Devices, to build a custom-tailored processor for Apple’s MacBooks. In fact, he pegs those chances as ‘good,'” Ashraf Eassa writes for The Motley Fool. “I, on the other hand, think that this is highly unlikely.”
“One key argument that Hibben makes is that Intel’s PC processor designs are designed in a ‘one-size fits all’ fashion to serve the requirements of a wide range of PC customers,” Eassa writes. “By commissioning a semi-custom chip from AMD, Hibben argues, Apple could get exactly what it wants/needs without any of the additional ‘bloat’ present to support other PC makers’ designs.”
“Although Hibben argues that Apple might be better served with custom-tailored parts for the MacBook, I disagree,” Eassa writes. “Another issue here is that AMD’s notebook processors haven’t been competitive with Intel’s for a while, all things considered.”
Read more in the full article here.
MacDailyNews Take: Unless AMD has something transformative up their sleeve, we don’t see it. AMD hasn’t done much interesting for a very long time.
Apple has better chip designers than AMD. It’s more likely that were Apple to dump Intel for anything, it’d be for Apple processors, not AMD.
AMD is valuable, we suppose, for keeping Intel somewhat honest with pricing, etc.
Gotta write something to try an pump up that AMD stock. 1.79 a share. How much does Mark’s mom own I wonder?
If you can’t grow your market, then merge!
I said years ago before Apple moved to intel that they will most likely move to AMD or buy them out. I figured Apple would buy them out for AMD chips and ATI video cards and get two things they need. I was surprised when they moved to intel! I have always thought they would have bought AMD. Now as cheap as AMD is and their trouble’s Apple probably could buy them pretty easily.
Apple beat another record day!
Apple was the most heavily shorted stock in the history of the Nasdaq!
A lot of people made a very safe bet that Apple would be just slightly under estimates and made lots of money. Isn’t it time the Equities Market stopped being treated like a slot machine anyway?
Yours is one view indeed.
I believe the current selloff of Apple shares has little to do with Apple missing sales estimate but rather about something far deeper and more significant. It may even be the beginning a lasting trend.
More specifically, I believe investors have been paying attention to Apple’s poor performance in several key areas namely the following:
(1) Apple’s notoriously poor Software Quality Assurance (SQA) when it released iOS 8.0 all the way through iOS 8.4 which has caused significant dissatisfaction among customers and prompted a growing number of customers to switch to non-Apple products,
(2) poor hardware quality, more specifically, the shattered screens phenomena which affected tens of millions of Apple devices including iPads and iPhones. This defect has been present since the days of Jobs until very recently. Apple now seems to have finally solved this long enduring and major hardware defect (what an annoyance that has been for customers),
(3) Apple’s highly tarnished reputation caused by number of recent convictions – eBook price fixing, conspiring with Google, Facebook and others to commit to a non-hiring policy of former employees, etc.
Apple investors, unlike Apple consumers, have been reading the news and have been paying attention to what is going on.
From an Apple investors’ perspective, the selloff means that “Apple has been served”.
The remaining question which is in my view the most important one is “What will happen when Apple customers start reading the news or get tired of Apple’s extremely aggressive lock-in policy? Will customers stick around or flock to a better alternative (i.e. Windows products)?”
My guess, Apple customers will massively abandon the brand which has held them captive and in a chokehold unable to breathe for so long.
At that point, Apple customers won’t be looking for a “Jailbreak” but for a full out escape of the brand.
Or it may not.
Dumb Dumb, the problem is they are not paying attention.
Hahahahahahaha! You’re funny! I love it! Best piece of satire I’ve read today! Thanks…
This is very poor quality trolling.
This is written like someone who has never used Windows nor OS X.
I agree it’s unlikely with the numbers involved. What make sure sense is waiting until the future point some day where Apple A chips can meet the criteria. Custom without the economies of scale are not financially viable.
Apple unlikely to dump Intel for AMD in the MacBook
DUH.