Advanced Micro Devices Inc. (AMD)

All Comments on AMD

  • commenter
    amaedict
    Jul 21 10:32 AM
    Nvidia: Intensifying Competition and Execution Challenges [view article]
    not a bad article, but you left out so much detail that i thought would have been very valid.

    it is very important to give an unbiased view on the perspective of things, when nvidia releases a new chip that beats the competition you guys are quick to give detailed description and salute them. So why not give AMD/ATI the same respect, don't they deserve it ?

    facts :
    1.the New range of ATI support dx10.1, nvidia doesnt.
    2.the whole 2 last ranges of ATI cards support HDMI, half the nvidia cards don't.
    3. ATI cards cost half the price yet have very comparable benchmarks.
    4. ( and this one is very important !!!! ) Nvidia has discontinued full screen video mirror feature for windows vista, yet it works flawless with ATI cards.
    5. ATI cards use less power and 4850's are single slotted so you don't waste valueble space.
    6. ATI is using 55nm and DDR 5 memory.

    I think it should be important to point these out, it is not every day that a company can rival the ring leader and litteraly bring them to their knees after such a long battle as the one AMD / ATI has endured. Your article i think is just badly written, you give us the bad news of nvidia, yet you still make them sound like heroes when all theyv'e done for the last year was over price eveything they released.     Reply
  • commenter
    Regata De
    Blank
    Jul 21 10:27 AM
    Nvidia: Intensifying Competition and Execution Challenges [view article]
    Hey dude you are delusional and totally misinformed regarding Rambus.

    a) The legal case against nVidia is pretty simple; Nvidia has been on notice since year 2000 of their infringement of multiple enforceable and valid patents belonging to Rambus thus nVidia is liable for willful infringement which post verdict could mean treble damages… nVidia in this respect is facing an extremely dangerous suit.

    b) The Rambus claims of infringement are all but obscure, nVidia was riding the tail of the DRAM cartel thinking that Rambus will be destroyed but unfortunately for nVidia a Jury in a federal court has ruled that ALL JEDEC compliant DRAM's, SDRAM, DDR1 and beyond are in fact infringing on multiple Rambus patents relating to DRAM's AND DRAM controllers!!

    c) The royalty rates are all but difficult to estimate; In the past Rambus has asked for and received through amicable negotiations a 5% royalty for DRAM controllers so a template of a reasonable royalty that the market can bare already exists, add in the willful infringement trebling and you get a potentially disastrous future…(AMD/ATI have already secured a comfortable settlement)

    d) Rambus is a pure IP NPE which is engaged with in house R&D and tech support/consultancy out sourcing. When a corporate entity like nVidia opts to incorporate Rambus's IP in their products with out Rambus's authorization (infringement) Rambus has the constitutional right to sue that infringing entity and exclude it from the continued use of its IP. The notion that it is not in Rambus's best interest to sue nVidia is absurd as Rambus's legitimate business model requires it to seek royalties for their patented innovations in order to enhance the company's value and finance their ongoing R&D efforts. Rambus will seek relief from the courts as long as infringing thieves will refuse to pay for the use of Rambus's Intellectual PROPERTY!

    e) The impact on nVidia if they lose this suit will be all but minor, both in absolute terms ($ out of pocket) and in relative terms vis a vis their licensed competition (AMD/ATI & Intel)

    As for your initial derogative comments, Rambus is "universally"... hated by habitual infringing thieves, some of which were convicted in blatant, criminal anti trust felonies; nVidia is nothing more then a thief when they infringe on Rambus's IP.

    Rambus makes its living from patent royalties. Over the years dozens of companies from around the world have acknowledged the value of Rambus's intellectual property and licensed it for reasonable royalties. Some companies including nVidia have decided they prefer to use Rambus's IP but not pay for it like all the other law abiding companies. When a thief refuses to pay for using your property you have no choice but to seek relief from the courts or you might face the risk of losing what is owed to you from the thieves and possibly losing your rightful income also from your initial licensees that might become displeased by the non payment of the thieves.

    Rambus has proven in court that they hold multiple, enforceable, valid and infringed patents that were incorporated in all JEDEC compliant DRAMS from SDRAM, DDR and beyond. The only thing they want is to be rightfully compensated for the use of their patented IP.

    If I was you I would seriously reevaluate a long position in NVDA, they are transforming into a real dog of an investment.

    Disclosure: Author is a law abiding RMBS long
    Reply
  • commenter
    decoflair
    Jul 21 07:46 AM
    My Website
    Nvidia: Intensifying Competition and Execution Challenges [view article]
    A good read. Thank you. I am looking forward to the second article. Reply
  • commenter
    Kris Tuttle
    Jul 20 03:31 PM
    My Website
    Struggling AMD Is Still Searching for Inspiration [view article]
    For those actually trying to do work on AMD. ATI is a pretty interesting and valuable asset. However the AMD CPU business needs help. The cost of being the game is higher than ever and AMD may not be able to scale up; we'll see.

    Don't forget to look at the whole capital structure. Debt plays a major role, as do assets.

    Technologically there is still lots of opportunity but AMD as an independent company may not be able to take advantage of it. With NVDA also in the dumps it makes the M&A outcome even less visible.

    It's an interesting situation but INTC right now has all the momentum and resources in X86, they definitely "get" the high end graphics market even if NVDA and ATi/AMD are the leaders. There could be a positive wild card for AMD in the anti-trust work going against INTC. It could prod a buyer from Europe to buy AMD on the cheap.

    Investing in AMD requires a pretty complete research effort. If I were making a bet I'd say they get acquired by a European technology company but given the debt structure knowing the equity value stub isn't simple.     Reply
  • commenter
    User 192104
    Jul 20 02:59 PM
    Struggling AMD Is Still Searching for Inspiration [view article]
    As a committed use AMD products since 1998 I believe strongly in the company.
    I also believe that when (or if) the latest products from AMD find their way into retail channels they will completely outclass Intel. So Intel will only have one solution left - as they've shown themselves capable of in the past - prevent market access to these new products.
     Reply
  • commenter
    Right in
    San
    Francisco
    Jul 20 02:16 PM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    The earnings briefs are interesting. It would save us all a scratch pad if you ended each such listing with a summary (day and quarter to date) of beat / match / miss. Thanks, though, for this most interesting listing. Reply
  • commenter
    sn0w
    Jul 20 01:08 PM
    My Website
    Struggling AMD Is Still Searching for Inspiration [view article]
    You bunch of dumb azz moder fuggers. AMD will be back, stronger than ever, and soon. Getting 1 share of both the "second best" cpu maker AND a good graphics company in one FOR UNDER $5??!? BUY NOW and sell to make yourself rich like me. Don't say I didn't warn you!!! Reply
  • commenter
    I_Like_Intel
    Killer
    Jul 20 12:54 PM
    Struggling AMD Is Still Searching for Inspiration [view article]
    IntelKiller is right - A Magic Bolt Of Lightning will strike AMD infusing it with new billions of Dollars, New Fully Equipped State-Of-The-Art 45 nM fabs along with several new x86 architecture CPU designs that will magically be defect free and 100% functional on first silicon. Not to mention that they will be half the power and twice the speed of their Intel counterparts.

    This same bolt of lighning wil also strike AMD's customers and ex-customers, erasing from their memories the TLB Barcelona disaster as well as the piss poor perfromance of AMD's devices and finances over the past two years.

    These customers will welcome back AMD and risk their own corporate futures by buying these new AMD devices that have magically appeared from the electric heavens.

    LSD must still be a favourite drug of choice for some of the remaining Marxists.     Reply
  • commenter
    zonerr
    Jul 20 12:47 PM
    Struggling AMD Is Still Searching for Inspiration [view article]
    IF AMD combines the ati video processor in as a layer on the on a multicore chip one will get massive throughput on the cpu. I wouldn't count AMD out yet it's probably a buy at this point. People will only wait so long before having to upgrade their machines and if R&D comes out with the previous idea they will be the cpu to buy. Reply
  • commenter
    IntelKiller
    Jul 20 11:37 AM
    Struggling AMD Is Still Searching for Inspiration [view article]
    AMD a penny stock?? you guys are crazy. AMD will hit back to the 30's and 40's within 3 Qs... watch and see.
    I hate people and the enws who talk badly about a company, simply because they own their competitors.... what a joke...     Reply
  • commenter
    Smart1
    Jul 20 11:12 AM
    My Website
    Struggling AMD Is Still Searching for Inspiration [view article]
    Actually, I don't think anyone would buy them. The buyer would not be allowed to make X86 parts because the license somehow only applies to AMD in it's current form. At least that is what I have read/heard from several sources over the years.

    I think their only chance is to sell the ATI assets and use the money to try to re-emerge as a focussed tier 2 supplier of X86 processors and stop trying to attack Intel head on in all markets     Reply
  • commenter
    HawkenLifeba
    ne
    Jul 20 10:47 AM
    General Discussion on AMD
    Well when you have constant Indian analysts from Merril on down who constantly have negatives to say of AMD even when the company was as innovative (besides the fact they bought ATI which was sheer stupidity) your never going to see a rise in the stock or the company valued for what its REALLY worth. This chipmaker is embedded in American society now unlike 5 years ago, now AMD is almost as wll known as INTEL. I am however really tired of these INDIAN INTC loving analysts who haven't had a good thing to say about AMD in the last 8 years. They should be investigated. Reply
  • commenter
    andyn
    Jul 20 10:42 AM
    Struggling AMD Is Still Searching for Inspiration [view article]
    Looks like its going to be a penny stock soon unless someone steps in and buys them. Intel cannot do that due to anti-trust issues and that leaves no one else apart from the PC makers if they want to integrate backwards. Say a Dell or HP, though that might be disastrous for them.
    $1 in 6 months.     Reply
  • commenter
    principle
    Jul 19 11:45 AM
    AMD: Chipping Away at Intel [view article]
    We'll see how the community accepts a 130W server processor from Intel later this year. I'm not expectnig it to be recieved well when AMD's Opteron does just as well with floating point and virtualization, and Intel just hold onto their integer performance lead. Meanwhile AMD's new server cpu this year will be sub 100 watts and much lower for lower clock speeds for most of the same performance. Reply
  • commenter
    empiricst1
    Jul 19 10:23 AM
    Wall Street Breakfast: Must-Know News [view article]
    Great material Reply
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