The wild reaction to Pokémon proved well-enough that Virtual Reality (VR) and Augmented Reality (AR) are a new paradigm shift. Pokémon was an “entertainment” example. The day will come when AR replaces desktops and even the regular hardware seen in nearly every office. Companies will be able to scale productivity with greater ease and manage costs more effectively. INTEL has been known for the processors they create but a near peer, ADVANCED MICRO DEVICES (AMD), is lingering around with a struggling effort to gain market share and $1.3 billion in debt designed to negate any going-concern.
Sources in Silicon Valley say ORACLE’s brass has been meeting with AMD’s management, stating ORACLE is seeking a way to diversify offerings. The Redwood, CA software giant’s own hardware revenues and profits have contracted since 2010. To capture future value from VR/AR and to take on INTEL, ORACLE needs a separate brand that already has great products and a dedicated following.
AMD shares are trading at a level last seen in 2012. The company is gaining momentum, has great products, is in a field set to be the foundation for the next leg-up in technology advances, and the management is not exactly Grade-A (per the perceptions of various traders willing to pontificate when asked what AMD’s biggest weakness is).
The hardware game is strong and its future for VR/AR is bright. Analysts are bullish on not only PCs (which may be showing signs of demand from either channel-stuffing or end-users, still hard to tell) but also gaming consoles and potential VR/AR platforms. There is a whole new realm of mass-market potential for new hardware to operate VR/AR and Oracle’s “difficult” past with hardware has left the firm seeking a way to position itself for these new opportunities.
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