AMD Game Console Triple Crown: Will There Be Profits? [View article]
Great comments everyone! I had to restrain myself to keep this article from getting unreadably long. An entire article could be written on Intel's process technologies advantage vs. AMD's very clever use of the 28 nm node. AMAT reports foundries getting ready to sample 20 nm this fall, which should help the entire semiconductor industry and consumers.
Thanks to everyone for the feedback. I note that some of the Q3 revenue decline is industry-wide, but that does not help AMD. I am worried about employee layoffs because the only way out of this kind of mess is to introduce new technology more quickly. I agree that AMD would be better off as part of a larger company, but the buyer would instantly become an enemy of Intel. A breakup would probably be the short term value solution: spin off the graphics unit and sell the CPU unit to one of the successful ARM space companies.
CFO Resignation And Intel Warning Are Irrelevant: Buy AMD [View article]
At the very least, desktop AMD Trinity chips will be released on time, on October 2. Hopefully that is a commercial release, not just hype. If so, then execution is going well. If they shipped a lot of APUs for revenue towards the end of Q3, that is great. I know AMD has been developing a lot of killer technology, but that won't matter unless OEMs and consumers adopt the technology. I am long AMD, but I understand the criticism and skepticism.
Advanced Micro Devices: Vindicated After Intel's Warning, But Near Term Pain Ahead [View article]
Good article, you have covered the opportunities. The main danger is this fall is Intel dumping chips, taking advantage of its large market share and strong margins. Going forward AMD is trying to flow around Intel rather than challenge it head-to-head. AMD's expertise in graphics, parallel processing, and system-on-chip design might turn it around faster than most investors think. I am long AMD, just added more to my position.
AMD Looks To Trinity For Growth In 2012 [View article]
Thanks for the great comments. AMD is holding its Analyst Day today. I hope they really can drive execution, which right now means no delays for Trinity, and even better yields on all their chips, current and upcoming.
Advanced Micro Devices At An Earnings Crossroad [View article]
Turned out the yields were so bad AMD was not able to sell all the chips it could have, cutting into Q3 revenues, as they pre-announced. The only upside is that if that can make more APUs, the demand is there. Listen closely to the October 27 analyst conference to find out whether and how soon management thinks yields will improve.
AMD Game Console Triple Crown: Will There Be Profits? [View article]
Another Bad Day For AMD [View article]
CFO Resignation And Intel Warning Are Irrelevant: Buy AMD [View article]
Advanced Micro Devices: Vindicated After Intel's Warning, But Near Term Pain Ahead [View article]
AMD Looks To Trinity For Growth In 2012 [View article]
Advanced Micro Devices At An Earnings Crossroad [View article]