@inf64
Yes the outlook is better, but that doesnt say so much
Richland is a wellcome surprise, but i dont think it matter at all for the business, as its big die sold for low-mid prices. To what degree, does AMD still have to "support" GF? - the wsa is still dark and clouds all perpectives ? - we dont know anything. I fail to see the purpose of this product.
Kabine will sell like hotcakes especially on the emerging markets, exactly like Brazos, because Haswell is another price bracket, but its still low profit market.
The performance of Temash compared to the new Atoms will be very decisive for AMD profit in this year. Temash needs to have a performance edge, because Atom is going to be small, cheap and geared for very low power.