Is the end imminent for AMD?

[silversurfer]

PS-2 AMD is up 11% today

Its lost so much that it might be easier to rise then fall vice versa apple

 

[humbug]

Its lost so much that it might be easier to rise then fall vice versa apple

Intel, Nvidia, AMD... they all lost a lot of their share value in the past 3 months, but it seems AMD are the only ones on the way back up, gaining another 3% today, while Nvidia and particular Intel are like our economy, stagnant at best or still falling a little.

 

[silversurfer]

Intel makes a ton of cash, their profit margin rose on latest result I think. Apple also over 50% profit margin so a heck of a lot of profit.

The thing then with these shares is they already rose a lot over a year. Look back and its not a fall, its adjustment to previous gains. AMD has actual problem with the business? the big tech are mostly concerned with how many billion they make.
Generally I'm bullish on tech but every sector has dead wood waiting for the next storm

like our economy, stagnant at best

Like ours but not like the world. They all can sell global so its more transition then a dead end, again Im not certain how well AMD addresses sales in China or wherever but big tech generally exports well afaik

 

[humbug]

Intel makes a ton of cash, their profit margin rose on latest result I think. Apple also over 50% profit margin so a heck of a lot of profit.

The thing then with these shares is they already rose a lot over a year. Look back and its not a fall, its adjustment to previous gains. AMD has actual problem with the business? the big tech are mostly concerned with how many billion they make.
Generally I'm bullish on tech but every sector has dead wood waiting for the next storm



Like ours but not like the world. They all can sell global so its more transition then a dead end, again Im not certain how well AMD addresses sales in China or wherever but big tech generally exports well afaik

Intel's profit margin is up 1%, from 57% to 58%, but thier actual revenue over the year is down 27%

AMD is actually a little worse than that, but server and mobile business is up and there is a lot of noise about further expansion into those sectors as well as SoC IP expansion and a bunch of other smaller things that all add up to the right noises.
IE expending out of the dying Desktop market, AMD cash-flow also seems better now than first feared and some new staff from Apple among others are yet more signs of AMD's commitment to the growing Mobile space.

those seem to be the reason AMD are on the hot list for inverters at the moment, Shares are up 4.5% already now again as i look at them in another tab. even Wallstreet singled them out yesterday or a couple of days ago as identified on the move.

I don't know how they do it, but they keep on pulling it back from the brink over and over again with some stile.

I think roundly what's going on here is they feel Intel at $20+ a pop are over valued and there isn't any buzz around what they are doing at the moment.
They certainly don't like Intel building yet another hugely expensive new Foundry.

While AMD have got one very expensive wafer deal over and done with and largely out of it, where they should be.

 

[MAK360]

AMD had to sell its foundries; it couldn’t afford to upgrade them (About 9-15 Billion spent on upgrades/expansion by GLOFO so far). Reason AMD lost so much money on its contract commitments is because it originally decided to build 28nm on GLOFO, but GLOFO being late - AMD went with TSMC 28nm. When you make a contract and cancel, you still have to pay (Depends whats in contract - nvidia will know). AMD to build some GPU`s on GLOFO in future (That’s Official) to use up some of its wafers commitment (Most likely for consoles), otherwise it may have to pay another fine for not using enough wafers. That GPU news must have had nvidia panicked, so they baited the person who knew. AMD eventually let the news out (Q3 I think). The good thing is; AMD can design GPU`s on GLOFO (means Samsung also) at Sony and MS expense if thats true.

Sony and MS patents are in the AMD road map (APU/GPU), which is where the rumour comes from I suppose.

 

[Bleek]

Well I'm an AMD share holder and I certainly wasn't going to ditch them, I couldn't see any reason to and if anything my mindset has only been reinforced of late.

 

[silversurfer]

Did you buy them any time recent or long term holding.

Ive been buying Intel on and off since 2009. A group of us at xtreme realised they were not reflecting the success of Conroe a while back
They are not overvalued till about 30 but its a big share, takes a lot of money to buy stock up and the bond market has a boom.
In the end that money may come from the company itself as it says it will issue bonds at 1% then buy back the shares that pay 4%, hell I'm sure most would do the same

If intel keeps building its chips smaller it'll easily compete with the mobile market. The expansion is well done if it keeps their market share from declining

 

[Bleek]

Bought at $2 in early 2009, sold off half last year at 3.5x value, re-bought the dip after Christmas Day... and this week has been nice too.

AMD has been good to me.

 

[kitch9]

Right, we should compare products that aren't out yet, no wait, that's being pendant, also people did very much compare the 7970 to a GTX580, as those were the products out, and then when the GTX680 came out, it got compared to the 7970, as they are two products that are out.

And AMD recently launched Z60 as a "new" thing, even though it's not much more than a C-50/C-60 refinement, this was for the tablet/netbook area to compete with Clovertrail. Afaik, only Fuj have it in their Windows 8 tablet, and I haven't been able to find it.

EDIT : Also seems Vizio have it in a tablet seen in CES, Aand noticed it's the first they've seen.

Which frankly seems a little strange with the new platform due this year.

As it stands RIGHT AT THIS VERY SECOND IN AVAILABLE PRODUCTS, AMD aren't at an advantage in power consumption or heat or performance (Which is Z-60 parts, that will be quite short-lived), their IGP is still king over Intels in that arena however.

We compare current offerings to current offerings, take your biased crap elsewhere, when AMD's stuff comes out, and if it kills Intels stuff, I won't say "Compare it to Intels new stuff around the corner", I'll compare it to Intels current offerings.

So, yes it simply is true, someone buying today doesn't care about a product they can get if they wait an undisclosed amount of time, they want something that suits their needs right now, and in that area for heat/power/performance (bar IGP) in the mobile market, is that AMD? No.

Unless of course, you care to link me to one of these super AMD tablets so I can buy it?

EDIT : But don't bother replying, I've got FM13 to play and can't be fussed reading another wall of products that aren't currently available for purchase (As good as they may/may not be when they launch)

You telling others to take their biased crap elsewhere makes me LOL.....

 

[Martini1991]

You telling others to take their biased crap elsewhere makes me LOL.....

Grow up Kitch.

 

[kitch9]

Grow up Kitch.

Yes. Lol.

Biased? You? Never!

 

[Martini1991]

Yes. Lol.

Biased? You? Never!

Well, given I've given a fair few AMD FX8320 recommendations, I'd have to say I'm not biased, and have on numerous occasions called it the best price/performance CPU at the moment, again, unless of course that's me being pro Intel?

But continue being a prat, you're nothing but a vile person and you continue to spout nonesense in the majority of threads you post.
35 year old and bitter as can be.

Sort your damn life out.

 

[silversurfer]

ARM CEO Says New 64-Bit Processors on Track to Hit Market in 2014

By Lilly Vitorovich CAMBRIDGE, England--ARM Holdings PLC's (ARM.LN) new energy-efficient 64-bit processors have attracted strong interest from chip makers and the first line-up of products are on track to hit the market next year, Chief Executive Warren East said Tuesday. Several companies that have licensed the chip designer's new technology will produce the first chips this year that will provide three times more processing power to mobile devices like smartphones and computer tablets, he said. Speaking from ARM's headquarters in Cambridge, England, Mr. East said there has been keen interest from companies wanting to partner ARM to develop silicon chips based on the new more powerful designs. "Of all the product launches that we've done, of all the generations of ARM's microprocessor, the latest generation has seen the strongest pull from our semiconductor partners," he said. Some 18 companies wanted to partner with ARM to produce the 64-bit processors, he said. Traditionally, ARM has worked with three lead partners on projects but given the strong interest in the 64-bit processors the company settled with six, Mr. East said. "Even now there's another two (companies) that are trying to muscle in towards the end," he added. ARM--which dominates the smartphone and tablet markets with its low-power chip designs--develops patented designs that are licensed to chip makers who then adapt them to their needs by adding their own specialist technology. Chip makers pay ARM an upfront fee to license the design, plus a royalty on every chip shipped. ARM is also counting on the enhanced computing power of its new 64-bit designs to push into new markets like high-end personal computers and servers, currently dominated by Intel Corp. (INTC). Work on the 64-bit processors, which will work alongside ARM's existing 32-bit processors, started in 2008 with a six-year development time frame, Mr. East said.

 

[~Dockie]

AMD won't ever go under, because if PC desktop sales go so badly, they'll just stop, you've gotta remember they have their hardware in every major console right now, and it looks like they won the next generation too. Same with Intel, they have their tech in the military iirc so that's a pretty much unbreakable foundation for both of them to fall back onto.

They aren't in the PS3.

But i do agree, they wont go under. They have some pretty decent revenue coming their way in the near future. They aren't doing too good in the CPU market, but they're attempting to fix that atleast. Radeon is going pretty well, and like it or not, the consoles will sell in their millions.

I have a feeling AMD do actually know what they're doing.

 

[humbug]

@ silversurfer. That might open the flood gates for a whole army of Desktop chip makers, lets hope there are plenty willing to make Motherboards for them

It also means AMD will actually get x64 Intellectual Property fees from anyone making 64Bit CPU's, at the moment Intel don't pay AMD anything, just as AMD don't pay Intel anything for x86, such is the deal they have going.

The down side is, depending on how good those chips actually end up, AMD may be pushed out of the Desktop CPU market.

lots of verity is good news

 

[V F]

Not sure the right place to put this... seeing the Ferrari's come out of the garage at Melbourne this weekend, I couldn't help notice a missing AMD logo from the rear wing end plates. Had to go googling and was quite shocked.

http://www.brightsideofnews.com/new...i-as-acer-launches-intel-(ferrari)-phone.aspx

Chisbora Radu • a month ago −
really, really bad move from AMD!!! they don't really have any kind of adds anywhere and the partnership with Fezza was really productive for them, but now we will see their name less and less. a pity, really...

 

[Rroff]

Guess they just don't have the cash around atm for sponsorship deals like that - they are having to take some pretty drastic steps at the moment to free up (any) capital thats not effectively utilised, etc. I fully believe they can survive the short term and become profitable in the long term but make no mistake they are still fighting to survive.

One thing I always used to admire about AMD was their business acumen, very few companies would have weather the onslaught from intel they've taken at times in the past so its kind of dissapointing to see the state they are in at the moment.