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Concerns arise about AMD Puma, analyst suggests AMD may soon be sold
Written by Gizmo   
Friday, 15 February 2008 10:02

By Ann Steffora Mutschler, Senior Editor

Semiconductor analyst Doug Freedman of financial research company American Technology Research released a report today suggesting there may be a potential problem with microprocessor maker Advanced Micro Devices (AMD)’s upcoming Puma platform for notebooks, which would likely hit the company’s stock and would increase pressure on the board to look at a possible sale of the company or a management change.

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“Our channel checks suggest AMD’s Puma platform for notebooks may have a technical glitch. We have not been able to confirm this with AMD and if a problem exists, AMD could have a fix in the works that saves the launch. However, given AMD’s recent history of glitches with Barcelona/Phenom, we believe the mere suggestion of a potential problem has OEMs more cautious about AMD’s roadmap. As a result, we believe the mere potential for a problem with Puma, even if a fix is in the works and the platform is scheduled for an "on-time" launch, will likely have an impact on initial volumes for Spring refresh,” Freedman said.

So, what do you think?  Is there a real problem at AMD?  Is it time for a buyout?  Would it make sense for nVidia to buy AMD, or is this all just wishful thinking from stock market types?  Tell us, in the forums!

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