Advanced Micro Devices Inc. (AMD)
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lk
Advanced Micro Devices: Will Somebody Please Stage an Intervention? [view article]
agree on the fact that they gain less but many companies would like to be as profitable as they are!(Last AMD numbers were one shot ATI acquisition costs)
but by the law they can NOT agree together on fixing higher prices for processors can they?
and some companies or industries are surviving with very low net margins but with high volume (HP, ...)
Intel for sure has a lot of cash in the bank but because of their size, their fixed cost (an the cost to invest on 45nm production plants) is a lot higher than AMD . It is why I say that Intel has a lot more to loose trying to keep their MS and I am not sure their shareholders agree on Intel cuting their profits like last quarter by a huge 1.5Billion! continuing at this rate would bring them in the red in a year! Reply
Trent
Advanced Micro Devices: Will Somebody Please Stage an Intervention? [view article]
It is more likely Intel and AMD that will be burning the inventory of older chips. They usually have price protection and obsolescence agreements built in to their supply contracts. And whether the solution being created is new or old there are a finite number of PCs for them to go into. You can put an old one in or a new one in, but they are essentially interchangeable. It is how many chips that can be made, not how new they are, that is the issue.AMD and Intel should continue to innovate and produce chips, but they should do so only at the rate that customers demand them. Both companies are producing more chips to "gain share." They can't both gain share, but if they keep trying they can both lose profit, as they have been doing. And as to having more to lose, Intel can also afford to lose more - it can cut its profit until AMD is actually losing money and forced to throw in the towel - that is the game of chicken that is being played right now, and it is stupid and destructive for both companies. Reply
lk
Advanced Micro Devices: Will Somebody Please Stage an Intervention? [view article]
those biggests, may need to burn their inventory of older machines to then promote more vista power ready products ?I understand your continuous theory on oversupply but it may need a closer look.
they are not producing more of the old chips like with Flash or DRAMS (or Pick-up cars!), but rather bring new solutions to the market
Why should AMD stop producing more of their new and latest products?
Why producing on 65nm on larger wafers and then allowing cost reduction should be stopped?
if not to keep or continue to enlarge their market share with the new products.
yes Intel does the same (and it helped them regrab some MS) and both may earn less, but with today's market share Intel has a lot more to loose than AMD, (more fixed costs, less sales) and the analysts do not seem to treat equally. Reply
Trent
Advanced Micro Devices: Will Somebody Please Stage an Intervention? [view article]
AMD is not short of customers now. They are long capacity. They will continue to innovate and produce more chips, as will Intel and all the other chipmakers. The problem is, the new chips will simply crowd out old chips - leaving more of them and resulting in further price cuts. Until new equipment orders slow down to a pace below that of end-sales for semiconductors this will not change even if AMD invents the most marvelous semiconductor of all time. It is a simple function of supply being greater than demand.As to Vista, if its impact is underestimated, why is the rate of sales growth slowing down for both Ingram Micro (the biggest PC distributor) and Hewlett Packard (the biggest PC manufacturer?) If anything, it seems that Vista was overestimated. Reply
lk
Advanced Micro Devices: Will Somebody Please Stage an Intervention? [view article]
Why don't you say also that AMD's Chief mentioned that Vista's impact was underestimated.you do not say that if you don't see some benefits out of it, do you?
and also yesterday press release on new 65nm offering better solutions for 2 different markets.
power concious 45W Athlon64 (Fanless machines)
and performance with Athlon64X2 6000+ (with this one , you can get a similar performance of an Intel Quad core at Half the price!)
Power, price, performance. and more to come, AMD is not going to be short of customers soon ! to the contrary. Reply
AMD in Trouble: Needs to Raise Cash & Develop Products [view article]
It was my understanding that AMD had recently made an agreement with a Chinese company to supply processors for models intended to be sold within China, which sounds promising in that big market, and it looks like AMD has cornered the market for laptop processors. I would have trouble believing they can't fight Intel to a standstill.When it comes to processors the company that comes up with the important innovation first is guaranteed a highly profitable season before the competition catches up, so there's plenty of room for tactical victories in this marketplace. The company that offers up the first quad-core processor for production wins the next round... Reply
AMD in Trouble: Needs to Raise Cash & Develop Products [view article]
No winners here. Nobody's going to win this price war. Both of these big parties will lose big. The semiconductor industry will no longer be extraordinarily profitable. Even if one of the two "loses," it would just mean that all their intellectual property and other assets are distributed to a wealth of smaller would-be competitors, which makes competition all the worse for the "winner." ReplyGlobal Titans Lagging the Market [view article]
It's funny how he says he is intellectually honest right after he says gold has zoomed for his reasons. ReplyGlobal Titans Lagging the Market [view article]
"Gold has zoomed – for the reasons I have been giving"How can you lie while keeping a straight face, Bill? On January 3 you posted:
"I believe that gold will zoom over $750 this quarter because I think the Fed will start to lower the Fed rate."
www.billcara.com/archi...
The Fed has not lowered the Discount Rate, and there is no indication from the markets or from the Fed itself that they are going to lower it in the near future.
Gold has zoomed since the first of the year, but certainly not "for the reasons [ypu] have been giving". I find it amazing that you can so casually lie and expect that you will not be caught in the act. Reply
AMD Bears Continue To Emerge [view article]
No need for me to comment further on ignorance. Looks like the article is correct. AMD is in the 14s now. I think that $13 target is very realistic over the next month or two. ReplyAMD's Reality Check: Time To Tweak The Business Model [view article]
Why would you the snake that's biting the tail of the snake that's biting its tail. It's poison all around. Put your money into some other industry until these two snakes have killed each other. You heard AMD in the conference call. They are in death struggle mode, and that means INTC ain't gonna make a dime because winning on price is one thing that fat snake can no longer do. ReplyAMD's Reality Check: Time To Tweak The Business Model [view article]
AMD is one company everyone thought wasn't going to stick around since the early 90s (when INTC was like the undeniable force, giant, etc.). Not only are they still around, today it has proven able to win battles by beating INTC at its own game.Remains to be seen if AMD will win the war. If you look at business history, success is never a straight line. This serves as a wake up call to AMD leaders. I'm more than confident they'll come out of this problem alive.. and stronger than many today think possible.
Hardly wishful thinking. AMD can and will do something to get the ship fixed. History proves they know how to do this. So what if Ruiz tossed away the call script and wanted to be "different"? So what if that was a bad move? Or a really bad move? They don't sell his speeches. AMD sells chips that power computers and servers. They get better at that every time.
It is stock market pessimism that throws the most profitable pitches. Reply
AMD's Reality Check: Time To Tweak The Business Model [view article]
I'm long on INTC. ReplyRob Black's Tech Stock Report [view article]
According to China Mobile's <a href="www.chinamobileltd.com...">official website, it paid $460 million for Paktel. Anyway this move should lift its stock value even higher in Pakistan's market which has lots of room to grow.
telecompk.wordpress.co.../ Reply
David Fry's Daily Market Outlook [view article]
Of course you're right. That must be the thinking. There is a secondary issue involving "value" investors using computer programs to chase down value plays based on current stock prices and "old" data.I'm not smart enough to look out 9 months and see anything "plausible" as to the sector turning around. Beazer's CEO doesn't see anything today for the future either, and if he can't see it how can I?
The bottom line is not to fight the tape. There are many market sectors to choose from so one doesn't need to invest in everything. Reply