AMD financial results predictions thread

[Homeles]

Not to mention AMD not doing so hot during their "golden years" because of Intel's anti-competitive practices being strongest during that period of time.

 

[Phynaz]

Not to mention AMD not doing so hot during their "golden years" because of Intel's anti-competitive practices being strongest during that period of time.

Or when AMD couldn't sell CPU's during the golden years because they forgot to buy packaging capacity. Whoops!

All the people that like to blame Intel forget that AMD was running flat out. Were you around when the channel completely dried up? I was.

 

[Homeles]

Or when AMD couldn't sell CPU's during the golden years because they forgot to buy packaging capacity. Whoops!

All the people that like to blame Intel forget that AMD was running flat out. Were you around when the channel completely dried up? I was.

Did they? AMD's strong point has never been having adequate supply, but Intel sure didn't help things.

 

[ShintaiDK]

But blaming Intel is kinda silly.

AMD couldnt deliver and it was obvious when they got an OEM deal. The channel already suffered and they couldnt even deliver to the OEM. Prices was already skyhigh for AMD CPUs. The problem was plain and simple that AMD didnt have enough fabs. And AMD management made sure the company wouldnt get any, they was busy paying an enormous overprice for ATI.

Not to mention that AMD got lazy and arrogant. More busy posting PDFs about P4s needing firetrucks than designing chips. Oh the nemesis and hybris.

AMD was lucky with K8. They made a good chip, but it was dependent on that Intel made every single flaw they could. Remember Intel didnt have a problem in the mobile space due to P-M. P-M was also clock for clock on pair with K8.

But being dependent on your competition only makes mistakes, while you basicly perform miracles aint the way to do business.

AMD is enroute to become the next VIA.

 

[Arachnotronic]

My plan is unchanged. I will sell about mid September to pay for my pc upgrades. Unfortunately it will not be paying for a vacation and upgrades, just a down payment on the vacation.

As far as doubling down, why do you think it will perform any better? What do you know that the market doesn't?

I knew better than the market when they were selling OCZ @ $4.25.

AMD, right now, is a pure valuation play. If you study the balance sheet, revs, and profits of other semis with similar market caps, you'll realize quickly AMD is leagues ahead of them.

Will AMD be a $10B company? Probably not. But at under $3B, this is a joke.

 

[jpiniero]

AMD has to be worried that they will get run over due the war between Intel and ARM. If they lose a large chunk of their low end PC business to the Post PC devices, they could go bankrupt pretty quickly. That's what makes the 10% revenue drop so disturbing (and the forecast for more) - it could be already happening.

 

[postmortemIA]

AMD has to be worried that they will get run over due the war between Intel and ARM. If they lose a large chunk of their low end PC business to the Post PC devices, they could go bankrupt pretty quickly. That's what makes the 10% revenue drop so disturbing (and the forecast for more) - it could be already happening.

Windows 8 tablets could save them though.
Their stuff is likely to be cheaper than Intel's. And price is #1 motivator on non-Apple devices.

 

[sontin]

AMD has no Tablet-Architecture. They can't compete with ARM on a power level. And their integration is not in the same league: As long they need a southbridge, they can't even compete on a price level.

So i don't think that Windows 8 Tablets will help them as much as it will help ARM-partners.

 

[Homeles]

But blaming Intel is kinda silly.

AMD couldnt deliver and it was obvious when they got an OEM deal. The channel already suffered and they couldnt even deliver to the OEM. Prices was already skyhigh for AMD CPUs. The problem was plain and simple that AMD didnt have enough fabs. And AMD management made sure the company wouldnt get any, they was busy paying an enormous overprice for ATI.

Not to mention that AMD got lazy and arrogant. More busy posting PDFs about P4s needing firetrucks than designing chips. Oh the nemesis and hybris.

AMD was lucky with K8. They made a good chip, but it was dependent on that Intel made every single flaw they could. Remember Intel didnt have a problem in the mobile space due to P-M. P-M was also clock for clock on pair with K8.

But being dependent on your competition only makes mistakes, while you basicly perform miracles aint the way to do business.

AMD is enroute to become the next VIA.

You're missing the point. AMD's poor performance (financially, competitively, etc.) is largely their own fault, I agree. I'm just saying Intel played a part as well... nothing more.

 

[jpiniero]

Windows 8 tablets could save them though.
Their stuff is likely to be cheaper than Intel's. And price is #1 motivator on non-Apple devices.

Windows 8 in general is DOA.

 

[Homeles]

Windows 8 in general is DOA.

Your ignorant opinion doesn't change the fact that millions of devices are going to be running it.

 

[Phynaz]

Your ignorant opinion doesn't change the fact that millions of devices are going to be running it.

You realize when you use terms like that you pretty much render any discussion impossible, right?

 

[Homeles]

You realize when you use terms like that you pretty much render any discussion impossible, right?

Is there a better way to tell someone that they have absolutely no idea what they are talking about, and should refrain from posting something so devoid of intelligence? What he posted was utter garbage, and in no way contributes to the conversation. All he gets are high fives from the anti-Win8 circlejerk.

 

[Phynaz]

Yes, there is.

Now, are you done derailing my thread?

 

[Homeles]

Yes, there is.

Like what?

Now, are you done derailing my thread?

You aren't any less guilty.

 

[Dresdenboy]

Like what?

- provide an analysis based on known facts/projections/announcenents
- determine a likelihood of tgat scenario
- accept that you might be wrong (a result of having no real crystal ball)

 

[SagaLore]

So is now a good time to buy amd stock?

 

[ShintaiDK]

So is now a good time to buy amd stock?

Why would it be a good time? AMDs stock is also very volatile.

You could easily see the stock below 2$ again.

 

[zaydq]

I don't quite understand the dislike towards AMD. I've had AMD cpus in their prime years and since the release of the Core 2 Duo, i have been on an intel spree. My laptop(which i'm using at the moment) is an AMD A6-3400M and its been up to my standards. The GPU is much better than intel's HD graphics solutions in terms of mobility. I also noticed AMD's desktop solutions are priced considerably lower than Intel's, and with good reason. Theres always going to be a market for AMD's processors simply due to the fact they are priced cheaper for the person on a budget.

 

[ShintaiDK]

Problem is they aint cheaper anymore on the CPU front in price/performance.

 

[AtenRa]

Problem is they aint cheaper anymore on the CPU front in price/performance.

Every AMD FX CPU is faster compared to Intel CPUs at the same or cheaper price in multithreaded apps.

Examples are FX8150 vs 2500K/3570K, FX6100/6200 vs Core i3

At the APU front, Llanos and soon Trinity APUs are faster in games (using only the iGPU) than Intel CPUs and at the same time they cost less.

The problem start at the $200 and above for the AMD. Below that the price performance ratio is fine against the Intel offerings.

 

[Abwx]

Problem is they aint cheaper anymore on the CPU front in price/performance.

And Intel isnt cheap at all on the GPU front in price/perfs....:biggrin:

 

[Phynaz]

Back on topic - the winner, Meghan54, chose a copy of Fallout: New Vegas for his prize!

 

[Arachnotronic]

Nice. Oh, yeah, Phynaz, I ended up selling out of my AMD position. Lost a Radeon 7970 GHz edition worth on this trade.

Ah well.

 

[Blandge]

Windows 8 in general is DOA.

I think it's a general misconception among enthusiasts that Windows 8 will not do well. It's not marketed towards PCs despite what Steve Ballmer and the Microsoft marketing folks are saying.

Sure, Win 8 will not sell nearly as much as Win 7 in the business segment (Due to corporate refresh cycles) but it's marketed towards consumers. Enthuiasts feel threatened by tablets because they are more or less a complete mockery of what enthusiasts value (Pure performance). I will say that I probably will not buy it for my desktop, but I may purchase a Win 8 tablet next year.