Who knows, and you probably shouldn't take stock tips from random people on AT who are just giving them away
Interesting, thanks for your opinions. How do you think the AMD stock will develop this year? Will it go further down, stay at $2.00 to $2.20 or will it go up at least a little?
everything is just old DEC designs!
Like I said, QPI is a ring bus. Hypertransport . . . isn't. Different topographies, different throughputs, yada yada ya.
HyperTransport 3.1 (3.2 GHz, 32-pair) 409.6 Gbit/s 51.2 GB/s 2008
QPI (9.6GT/s, 4.8 GHz) 307.2 Gbit/s 38.4 GB/s 2014
Will AMD stock ever go up again this year (and by "up" I mean to $4 levels)? What do you guys think? Does it even matter if AMD posts good results?
Anyway, about the alleged AMD s uncompetitive interconnect and QPI s supposed superiority :
http://en.wikipedia.org/wiki/List_of_device_bit_rates
Where did you get that idea? I remember AMD being $1.60 something a few years back, could have been lower at some point not sure. Anyway I expect earning to be down quite a bit over last year same time, and going forward things are going to get even worse. This very well could be the last year we see AMD as know them.AMD hit a new lifetime low today.
Where did you get that idea? I remember AMD being $1.60 something a few years back, could have been lower at some point not sure.
The situation with the stock price is getting silly, however meek the actual performance of the company; the fact of the matter is that AMD is jumping into embedded/custom quickly enough and fully enough to actually offset the losses from their collapsing PC market share and are actually managing to remain at a relative break even financially as they continue working toward 2016 internally.
Where did you get that idea? I remember AMD being $1.60 something a few years back, could have been lower at some point not sure. Anyway I expect earning to be down quite a bit over last year same time, and going forward things are going to get even worse. This very well could be the last year we see AMD as know them.
Is there even anything that used 32bit links? AMD only used 16bit.
And being P2P is about all they got in common.
AMD ended up with a unidirectional linkspeed of 12.8GB/sec in its Opterons as the maximum speed.
Very insightful, that business knowledge of yours.
However, contracts for their consoles are done quarters in advance based on forecasts. It also depends on whether sony/microsoft care about cycles for production this early into the next gen console game (little over a year). For all we know MS/Sony are warehousing 3 months worth of inventory.
Point is. no one can really know what the impact of Q1 2015 will be based on sales cycles unless they're leaking private information from amd/sony/ms.
Q1 2013
Revenue = 1.088B
Income (Loss)= (98M)
Q1 2014
Revenue = 1.397B
income = 49M
---------
Q2 2013
Revenue = 1.161B
Income (Loss) = (29M)
Q2 2014
Revenue = 1.441B
income = 63M
-----------
Q3 2013
Revenue = 1.461B
Income = 95M
Q3 2014
Revenue = 1.429B
income = 63M
-------------
Q1+Q2+Q3 2013
Revenue = 3.71B
Income (Loss)= (32M)
Q1+Q2+Q3 2014
Revenue = 4.267B
Income = 175M
Your doom and gloom in everything AMD is pathetic.
Edit : Lets estimate Q4 2014 and entire year
Q4 2013
Revenue = 1.589B
Income = 135M
Q4 2014 (estimation with -13% Revenue from Q3)
Revenue = 1.243B
Income (Loss) = (10M) ?? (estimation)
-----------
2013
Revenue = 5.299B
Income = 103M
2014
Revenue = 5.51B
Income = 165M