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Is the end imminent for AMD?
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Caporegime
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Yep,its a long time lease arrangement. I don't see the big deal. Plenty of companies are trying to raise capital during a recession especially smaller companies like AMD.
Intel is now trying to get out of the NAND business:
http://www.bit-tech.net/news/hardware/2012/03/02/intel-sells-nand-to-micron/1
Oh! Noes!! End of the world!
Intel has idled over half their 22NM fabs alone,and it increasingly looks like Broadwell will be mobile only,as they seek to extend usage of the 22NM fabs,to make back their investment. They are even trying to get third party customers to use their own fabs.
Intel despite being 10X times the size of AMD,have $7 billion in debt with $10 billion in cash:
http://www.electronicsweekly.com/bl...og/2012/11/the-worlds-most-valuable-chip.html
Qualcomm has more cash in hand than Intel.
Oh! Noes! End of the world!
That is not as much money in cash as what people think it is,as Nokia in 2007 had over $10 billion dollars in cash reserves in 2007 and Nintendo has around $10 billion too.
Paul Otellini is now gone after decades at Intel:
http://www.forbes.com/sites/ycharts...is-pay-justified-with-mobile-strategy-a-flop/
Oh! Noes!! End of the world!
The chicken little mentalality amongst dorks,is getting hilarious. They better get their OCD in order as in the next 10 years,with the world economy in tatters,many companies are probably going to have restructure.
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Most technology clauses in console generation deals have a rider that if the company went into liquidation, the rights to use and manufacture that technology under license is granted.
So even if AMD went into liquidation, which they wont in the next few years imho, Sony and Nintendo would have the rights to carry on manufacturing gpus/cpus etc anyway.
They wouldn't own the technology, just the rights to manufacture.
Most large corporations are downsizing and slipstreaming at the moment. Makes sense in this global economy. There debt isn't that great even with low projected sales and no-one is saying yet that they will be unable to service that debt, and who knows who owns the debt anyway. Probably most of the 500m a year debt is one owner and is very unlikely to call in the debt unless something drastic happens because they wouldn't get a return even in a full liquidation sell off.
Speculation on AMDs demise is very premature and if I had the money I would probably make an investment, not on returns through dividends but through share price alone.
So even if AMD went into liquidation, which they wont in the next few years imho, Sony and Nintendo would have the rights to carry on manufacturing gpus/cpus etc anyway.
They wouldn't own the technology, just the rights to manufacture.
Most large corporations are downsizing and slipstreaming at the moment. Makes sense in this global economy. There debt isn't that great even with low projected sales and no-one is saying yet that they will be unable to service that debt, and who knows who owns the debt anyway. Probably most of the 500m a year debt is one owner and is very unlikely to call in the debt unless something drastic happens because they wouldn't get a return even in a full liquidation sell off.
Speculation on AMDs demise is very premature and if I had the money I would probably make an investment, not on returns through dividends but through share price alone.
Yep,its a long time lease arrangement. I don't see the big deal. Plenty of companies are trying to raise capital during a recession especially smaller companies like AMD.
Intel is now trying to get out of the NAND business:
http://www.bit-tech.net/news/hardware/2012/03/02/intel-sells-nand-to-micron/1
Oh! Noes!! End of the world!
Intel has idled over half their 22NM fabs alone,and it increasingly looks like Broadwell will be mobile only,as they seek to extend usage of the 22NM fabs,to make back their investment. They are even trying to get third party customers to use their own fabs.
Intel despite being 10X times the size of AMD,have $7 billion in debt with $10 billion in cash:
http://www.electronicsweekly.com/bl...og/2012/11/the-worlds-most-valuable-chip.html
Qualcomm has more cash in hand than Intel.
Oh! Noes! End of the world!
That is not as much money in cash as what people think it is,as Nokia in 2007 had over $10 billion dollars in cash reserves in 2007 and Nintendo has around $10 billion too.
Paul Otellini is now gone after decades at Intel:
http://www.forbes.com/sites/ycharts...is-pay-justified-with-mobile-strategy-a-flop/
Oh! Noes!! End of the world!
The chicken little mentalality amongst dorks,is getting hilarious. They better get their OCD in order as in the next 10 years,with the world economy in tatters,many companies are probably going to have restructure.
And there was me thinking only AMD are in a recession
Caporegime
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trollcession you mean.
Less expendable income, and everything just gets more expensive.
Less expendable income, and everything just gets more expensive.
Soldato
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No one does and if they dont have cashflow to support themselves or new investment either, therein lies the problem
Both will gone in 12 months and we'll be using Texas Instrument calculators instead, I always liked that one with the wiggly moustache.
It might be a more interesting world if we took up Nvidia and Arm chips for cpu instead
stagflation, a beast by many names. Inflation would fit the decrease of value while monetary circulation increases prices. It does help those with historic debt though while reducing the value of their income
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Caporegime
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Nvidia's Tegra stuff pales in comparison to what else is out there no, I've no idea why partners throw it in high end devices, they should be shot.
Yes Microsoft, I'm looking at you.
Yes Microsoft, I'm looking at you.
Soldato
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I think a Windows 8 desktop powered by ARM is possible if you stick to purely the apps available in the store ? They can use an interpretor for the rest, it'd be power efficient if nothing else
Caporegime
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You could have a Windows 8 desktop PC, it'd be running Windows RT. It'd only run metro stuff though.
But it doesn't exist now.
But it doesn't exist now.
http://blogs.msdn.com/b/b8/archive/...ndows-for-the-arm-processor-architecture.aspx
Explains about 8 and ARM.
Oh and the Wii U is doing rather well. Dont know about sustainability but pre Xmas cant see it being other than a sell out of all it can manufacture.
http://www.extremetech.com/gaming/141577-did-nintendo-survive-week-one-of-the-wii-u
Explains about 8 and ARM.
Oh and the Wii U is doing rather well. Dont know about sustainability but pre Xmas cant see it being other than a sell out of all it can manufacture.
http://www.extremetech.com/gaming/141577-did-nintendo-survive-week-one-of-the-wii-u
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Caporegime
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I've heard it, although I'm going to assume it just means the RT variant, as this is Microsoft supporting ARM.
But Windows RT isn't installable, I couldn't whack it on a Nexus 7 or something.
You'd need an AIO ARM Desktop PC or an ARM tower with Windows RT already on it from the partner side.
EDIT : That article would make my assumption correct.
But Windows RT isn't installable, I couldn't whack it on a Nexus 7 or something.
You'd need an AIO ARM Desktop PC or an ARM tower with Windows RT already on it from the partner side.
EDIT : That article would make my assumption correct.
terribly sorry for posting a new piece of news about AMD in the relevent thread, ill make sure i dont do it again.
Soldato
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Semi conductors as a group done slightly better recently including intel recovering some but then with that much money its not surprising they can rise before results, etc.
The view on AMD for one trader:
The view on AMD for one trader:
It should be, silly MS. Who knows people might convert a chromebook and so on, is the code not that adaptable
to be quite frank, they need to get out of the Personal Computer market pretty much as soon as possible, at least the higher end of the market, it has become blindingly clear that they simply cannot compete with Intel in that segment as they just don't have the Research and Development power required to over-turn the massive advantage that Intel has, not just in the architecture itself but in the production and logistical side of things.
Bulldozer is a good processor when you consider it was supposed to be release years ago, roll back time a couple years and throw it into the market and it would lock horns quite nicely with the competition at the time, that is their biggest problem in recent times, never quite managing to get everything to click into place within a certain (very time sensitive) window, the design of Bulldozer is still novel and in places inspired but the parts that make up the whole need to improve, quite dramatically to worry Intel.
the area that they have to make the biggest gains are most certainly the lower end of the market, places like notebooks, ultra-books and so forth, things that use Fusion style chips rather than dedicated CPU and dedicated graphics processor. Trinity as an example is fantastic, it nicely out performs its rival in the market by a healthy margin in all the areas that count for that type of product, cannot fathom for a second why Advanced Micro Devices aren't making a big push in that area, Trinity is their battering ram to establish themselves as a power in that market. so would be inclined to agree with what has been said a few times, their hierarchy need a good kick up the rears, they need to be more aggressive in their attack on the market and strike where they can succeed rather than counter-attacking constantly against Intel in the higher end market.
so to sum it up, don't think Advanced Micro Devices will disappear, but think they will change quite dramatically in the coming year, can Steamroller hit back at Intel one final time before they close the curtains on their desktop market, perhaps. the graphics market is still a potential big hitter for them for years to come, especially with more versatile graphics processors geared just as much toward compute as they are toward gaming.
at the end of the day, the sad reality is (and this forum is littered with the empty shell casings and shell craters), Advanced Micro Devices, the one potential competitor to the Intel Corporation is just like the local butcher, or the local fruit shop, everyone complains how its a damned shame, a tragedy that these 'local businesses' become dead and buried yet these same people are the ones who shop in their biggest competitor (supermarkets), or the people who complain that the high-street game, music and video stores are a dying breed (even though they shop on the online giants), these people cannot succeed, out right cannot exist against this sort of enemy, this sort of threat. for many many many years now Advanced Micro Devices has been fighting a loosing battle on numerous fronts against an enemy that essentially controls everything, its like V from V for Vendetta, fighting a government that censors and doctors everything.
never ever could they succeed against a company (Intel) that controlled all the channels, all the end-users, all the benchmarks (using their compilers), brand awareness is the problem, everyone and their dog knows the 'Intel Inside' logo, or that cursed tune, hell its everywhere, everything is 'powered by Intel' these days, how is a small company supposed to succeed against that? even worse still is anyone who argues their point, is slammed down out right with the 'fan-boy' moniker like a child with a valid point being slapped down by a stubborn adult, or laughed away with their results of recompiling something using a non-Intel compiler.
personally think its time for Advanced Micro Devices to take a step out of Intel shadow and become their own company, its a long and difficult road but with the right leadership, the right direction it is still doable, but the time to act is now, sooner rather than later, hell perhaps they should call their next successful micro-architecture Phoenix, reborn from the ashes of their former selves, who knows.
Bulldozer is a good processor when you consider it was supposed to be release years ago, roll back time a couple years and throw it into the market and it would lock horns quite nicely with the competition at the time, that is their biggest problem in recent times, never quite managing to get everything to click into place within a certain (very time sensitive) window, the design of Bulldozer is still novel and in places inspired but the parts that make up the whole need to improve, quite dramatically to worry Intel.
the area that they have to make the biggest gains are most certainly the lower end of the market, places like notebooks, ultra-books and so forth, things that use Fusion style chips rather than dedicated CPU and dedicated graphics processor. Trinity as an example is fantastic, it nicely out performs its rival in the market by a healthy margin in all the areas that count for that type of product, cannot fathom for a second why Advanced Micro Devices aren't making a big push in that area, Trinity is their battering ram to establish themselves as a power in that market. so would be inclined to agree with what has been said a few times, their hierarchy need a good kick up the rears, they need to be more aggressive in their attack on the market and strike where they can succeed rather than counter-attacking constantly against Intel in the higher end market.
so to sum it up, don't think Advanced Micro Devices will disappear, but think they will change quite dramatically in the coming year, can Steamroller hit back at Intel one final time before they close the curtains on their desktop market, perhaps. the graphics market is still a potential big hitter for them for years to come, especially with more versatile graphics processors geared just as much toward compute as they are toward gaming.
at the end of the day, the sad reality is (and this forum is littered with the empty shell casings and shell craters), Advanced Micro Devices, the one potential competitor to the Intel Corporation is just like the local butcher, or the local fruit shop, everyone complains how its a damned shame, a tragedy that these 'local businesses' become dead and buried yet these same people are the ones who shop in their biggest competitor (supermarkets), or the people who complain that the high-street game, music and video stores are a dying breed (even though they shop on the online giants), these people cannot succeed, out right cannot exist against this sort of enemy, this sort of threat. for many many many years now Advanced Micro Devices has been fighting a loosing battle on numerous fronts against an enemy that essentially controls everything, its like V from V for Vendetta, fighting a government that censors and doctors everything.
never ever could they succeed against a company (Intel) that controlled all the channels, all the end-users, all the benchmarks (using their compilers), brand awareness is the problem, everyone and their dog knows the 'Intel Inside' logo, or that cursed tune, hell its everywhere, everything is 'powered by Intel' these days, how is a small company supposed to succeed against that? even worse still is anyone who argues their point, is slammed down out right with the 'fan-boy' moniker like a child with a valid point being slapped down by a stubborn adult, or laughed away with their results of recompiling something using a non-Intel compiler.
personally think its time for Advanced Micro Devices to take a step out of Intel shadow and become their own company, its a long and difficult road but with the right leadership, the right direction it is still doable, but the time to act is now, sooner rather than later, hell perhaps they should call their next successful micro-architecture Phoenix, reborn from the ashes of their former selves, who knows.
Soldato
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Profits and revenue over time (ie. down) with latest estimates. Results 22nd
http://www.estimize.com/amd/fq1-2013
http://www.estimize.com/amd/fq1-2013
Estimates, peoples opinion.... and they have yet to be right, ever. its just a chart with no backround on their conclusions, which tells me they don't actualy know because that is not the consensus of people actually investing right now.. everyone of such people making estimates have been utterly wrong as investers have been flocking to AMD over the past 6 week whose share value has gone up ~40% in that short time alone.
Reasons why are all over the real stock market, want to know what's actually going on... thats where you go.
The Chart is taking a wild guess into thin air
AMD's earnings report is out on Tuesday, thats the only thing thats real
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Caporegime
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Intel consumer CPU sales are down and profits are 27% less than in Q4 2011:
http://money.cnn.com/2013/01/17/technology/enterprise/intel-earnings/
http://money.cnn.com/2013/01/17/technology/enterprise/intel-earnings/