AMD Q414 results

[ShintaiDK]

They do have a history of cooperation with BLX. BLX needs to accuire more IP.

 

[Rvenger]

Stock is certainly spiking due to the rumors. I am not sure if this will be good or not though in the end. X86 license will more than likely be void.

 

[positivedoppler]

This is disaster for everybody but amd and the chinese. I hope the gov stops this. Regardless of how you feel about amd vs intel technology, amd has always been close enough to the heels of intel that giving this much ip to the chinese really concerns me. Wonder if this is amd's f u to the government for going with all intel computers

 

[MiddleOfTheRoad]

Regarding #4, I think six cores (Example: 3M Steamroller with tiny iGPU) would help tremendously.

Here are at least two reasons:

1. OC Pentium G3258 is too strong against OC Athlon x4 860K according to the tests here and here A 4.7 Ghz G3258 beats 4.5 Ghz Athlon x4 860K in 13 out of 15 games.

4.7 Ghz G3258 also beats 4.7 Ghz FX-6300 in 8 out of 15 games (but the major differences here is that when the FX-6300 won it wasn't by a small margin. This gives the FX-6300 an actual niche compared to athlon x4 860K)

I'm sorry but there is no way this is true in the real world, because I happen to own both an Overclocked G3258 and an FX-6300. The G3258 may be able to peak with a higher FPS in some of these games benchmarks, but is nowhere near as stable with a consistent framerate as a FX-6300 in modern (multicore) games. I really love my G3258. But seriously, it's only a dual core and just hits a brick wall much faster than the 6300. But, even the FX-6300 is getting a bit slow by today's standards. I have yet to find a game that humbles my i7 4790K so far, though.

 

[MiddleOfTheRoad]

Rumor this morning that a chinese company blx is trying to buy amd

And I did mention earlier that a Chinese company would love to buy a company like AMD. Reverse engineering only gets the Chinese so far, having a design team that is capable of clean sheet engineering is something the Chinese have always struggled with.

This company has had it sights set on competing with Intel for years:
http://vr-zone.com/articles/chinese-chips-may-soon-rival-intel/18076.html

A cash infusion could really benefit the company now that AMD is a much leaner organization.

 

[positivedoppler]

And I did mention earlier that a Chinese company would love to buy a company like AMD. Reverse engineering only gets the Chinese so far, having a design team that is capable of clean sheet engineering is something the Chinese have always struggled with.

This company has had it sights set on competing with Intel for years:
http://vr-zone.com/articles/chinese-chips-may-soon-rival-intel/18076.html

A cash infusion could really benefit the company now that AMD is a much leaner organization.

This is dangerous not only for Intel, but for samsung, apple, qualcomm etc.. you can pretty much guarantee that sales to a chinese company equates to sales to the chinese government.

 

[exar333]

This is dangerous not only for Intel, but for samsung, apple, qualcomm etc.. you can pretty much guarantee that sales to a chinese company equates to sales to the chinese government.

This...

Hopefully the rumor is just that, a rumor.

 

[cbn]

I'm sorry but there is no way this is true in the real world, because I happen to own both an Overclocked G3258 and an FX-6300. The G3258 may be able to peak with a higher FPS in some of these games benchmarks, but is nowhere near as stable with a consistent framerate as a FX-6300 in modern (multicore) games. I really love my G3258. But seriously, it's only a dual core and just hits a brick wall much faster than the 6300. But, even the FX-6300 is getting a bit slow by today's standards. I have yet to find a game that humbles my i7 4790K so far, though.

If you look through those benchmarks I linked in post #362 you'll notice the OC AMD hexcore actually posts some strong wins against the OC G3258, but the OC AMD quad core only had one strong win with Watch dogs.

 

[mrmt]

This is disaster for everybody but amd and the chinese. I hope the gov stops this. Regardless of how you feel about amd vs intel technology, amd has always been close enough to the heels of intel that giving this much ip to the chinese really concerns me. Wonder if this is amd's f u to the government for going with all intel computers

AMD is a shell of its former self. The best and the brightest have moved to greener pastures and if you needed any proof that the insitutional knowledge base of the company is dilapidated you have to look no further than Bulldozer. We are talking to a company that cannot make money with its GPU IP despite competing alone with a market leader, and, the irony, the only products that makes money in the company wasn't conceived by them, their input was their customer's needs.

I really doubt a cash infusion will solve AMD's problems. Give cash to that screw-up management and they will burn it in another high risk low return venture like another ATI, or another Bulldozer. Maybe this time they will go Gung-Ho-on-steroids and will try to compete directly with Apple or Google in the software market.

 

[jpiniero]

A cash infusion could really benefit the company now that AMD is a much leaner organization.

A cash infusion wouldn't make sense given how deeply AMD is in debt. Could just buy their assets and shut down AMD. And yes they would lose the x86 license, which I imagine they are OK with.

 

[MiddleOfTheRoad]

A cash infusion wouldn't make sense given how deeply AMD is in debt. Could just buy their assets and shut down AMD. And yes they would lose the x86 license, which I imagine they are OK with.

That's really not how the Chinese operate. That's actually how Americans operate (chop up companies for scraps). Look at all the dead automakers rescued by the Chinese which then restarted production (of generally obsolete designs).... MG, Saab, etc. China likes to play the long game.

AMD's debt level is highly exaggerated on this forum. Their debt/equity ratio is actually better than many supposed "healthy" tech companies. It's all a matter of perspective. You think the national debt of the USA is high? Try taking at look at Japan. It really is all about perspective.....

 

[mrmt]

AMD's debt level is highly exaggerated on this forum. Their debt/equity ratio is actually better than many supposed "healthy" tech companies. It's all a matter of perspective. You think the national debt of the USA is high? Try taking at look at Japan. It really is all about perspective.....

And those companies are healthier than AMD, because debt/equity is largely irrelevant to evaluate the health of a healthy business. The single most important metric in this case is how much money a company generates in comparison to debt redemptions. AMD can barely service the debt, let alone repay it. All they can do is kick the can down the proverbial road and hope for a better future.

 

[schmuckley]

This thread makes me sad.
No new, good AMD CPU in all of 2015 + possibly never makes me sad, too.
also no new, good CPU since 2010.

 

[monstercameron]

This thread makes me sad.
No new, good AMD CPU in all of 2015 + possibly never makes me sad, too.
also no new, good CPU since 2010.

what? you don't like the 9590? :sneaky:

 

[VirtualLarry]

If the Chinese buy AMD, I'm going totally Intel.

 

[Ramses]

The Chinese own a crap load of the US. Maybe the more vested they are the less likely we are to be other than civil with each other as nations. Not like we have a choice in the matter.
And my 9590 (still) kicks ass. If the Chinese can make something better happen, let em. Most of our electronics are made there anyway. Not to mention every freakin thing else.

 

[CHADBOGA]

That's really not how the Chinese operate. That's actually how Americans operate (chop up companies for scraps). Look at all the dead automakers rescued by the Chinese which then restarted production (of generally obsolete designs).... MG, Saab, etc. China likes to play the long game.

AMD's debt level is highly exaggerated on this forum. Their debt/equity ratio is actually better than many supposed "healthy" tech companies. It's all a matter of perspective. You think the national debt of the USA is high? Try taking at look at Japan. It really is all about perspective.....

Are you trying to make it into more people's sigs?

 

[Abwx]

Are you trying to make it into more people's sigs?

Have you numbers that says that he s off..?.. I guess that not.
For the record their debt/revenue ratio is about 0.4, that is 40%, Nvidia must be at 28-30%.

 

[Idontcare]

If the Chinese buy AMD, I'm going totally Intel.

Why?

You are OK with AMD's stock being owned by any number of citizens of any number of nations, but if the dominate nation in ownership representation comes to be China then all of a sudden this crosses a line with you?

Did you have a similar concern when Mubadala purchased a percentage off AMD?

 

[CHADBOGA]

Have you numbers that says that he s off..?.. I guess that not.
For the record their debt/revenue ratio is about 0.4, that is 40%, Nvidia must be at 28-30%.

He was talking about debt to equity, why are you talking about debt to revenue?

Pay more attention and/or stop trying to move goalposts.

 

[Abwx]

He was talking about debt to equity, why are you talking about debt to revenue?

Pay more attention and/or stop trying to move goalposts.

Because you also provided numbers that prove that their debt/equity is much worse than other business.?.
What about really paying attention to the subject.?.

That said certainly that the debt/equity ratio will have a big influence in the interest rates (the wealthier the lower the rates) but debts are paid with revenues, not equities....

 

[exar333]

Why?

You are OK with AMD's stock being owned by any number of citizens of any number of nations, but if the dominate nation in ownership representation comes to be China then all of a sudden this crosses a line with you?

Did you have a similar concern when Mubadala purchased a percentage off AMD?

I am not speaking for VL, but many people have more of an issue with the fact that the Chinese govt is intertwined with their companies ownership of IP...

 

[turtile]

It's not like it matters. I highly doubt AMD's board will sell without a huge premium. The stock was $4.60+ not too long ago and the risk of losing x86 would put the game consoles at risk... (at least I think it would)

 

[exar333]

Well, NV's dishonesty in the GPU front is a great opportunity for AMD to take them to task on this and gain some marketshare. If AMD cannot turn a situation like the 970 fiasco into an opportunity for them, they cannot do anything right IMHO.

Hit NV where it hurts, and that is mid-range. AMD should be pushing their 'real' 4GB cards such as 290 and 290x HARD.

 

[NTMBK]

Well, NV's dishonesty in the GPU front is a great opportunity for AMD to take them to task on this and gain some marketshare.

I sincerely doubt that it will make much difference. NVidia already shipped a million GM204 cards, and most buyers aren't as informed as us. (Plus they might just upgrade to a 980 instead.)