It is especially simple to get overwhelmed during busy news periods for any certain niche. We think the following feature type of cuts through the noise & offers us a lot of beneficial news data.
When the Z-60 came out, it was “wait for Temash”. Now that Temash is out, about, and garnering very little design win traction, AMD has been talking up its successor SoC for tablets code-named Mullins. Mullins apparently features an updated CPU core (probably with more aggressive Turbo) and at the system-on-a-chip level manages to bring power down. This may be as a result of removing some of the I/Os that are PC-use only (similar to what Intel did with Bay Trail-T versus Bay Trail-M) as well as some architectural optimizations and enhancements. Only time will tell whether Mullins can finally find its way in competitive Windows-based tablets, but by then AMD will be contending with Intel’s next-generation Cherry Trail . Foolish bottom line While AMD has talked a big game, particularly around tablets, it simply has yet to deliver the goods in terms of the right product (AMD’s current tablet offerings are missing several key IP blocks for tablets such as a dedicated image signal processor) at the right time in the right designs. And even if AMD sorts its product story out, the right chip is only just the beginning in this highly competitive, cutthroat industry. It is a necessary, but insufficient, condition to long-term business success. Are you ready for this $14.4 trillion revolution?
For even more, take a look at the initial document on this website: http://www.fool.com/investing/general/2014/03/29/where-are-the-amd-tablets.aspx