Advanced Micro Devices Inc. (AMD)

All Comments on AMD

  • commenter
    AMD observer
    Jul 18 02:08 PM
    For Advanced Micro, Things Go from Bad to Worse [view article]
    Right on X86. I cracked up when you characterized Ruiz as a tool. He has an awesome track record of trashing businesses and, sadly, AMD is the latest vicitm. I am very hopeful now that he is out of the big chair. Meyer has a tough challenge in front of him, but with The Dissector out of the way he may actually have a shot at making something big out of AMD. One comment on the asset light strategy: I agree with the analysts who think this is a bad idea. The linkage between the design folks and the fab can be critical with regard to cycles of learning. If anything, AMD MUST be able to get new products to market quickly and having dedicated resources is key. I am particularly concerned about this in that one article I read had Hector running the new enterprise. <Shudder> I think it's the only way they could afford to get him out of the CEO seat. I am bullish on AMD. It will take a while, but I have seen this stock at $4.00 before and it has come back. The industry needs AMD as a foil to Intel and that will keep 'em running long enough to get it right now that the helm is in steadier hands. Reply
  • commenter
    X86BSD
    Jul 18 01:44 PM
    For Advanced Micro, Things Go from Bad to Worse [view article]
    I don't believe it to be a pathetic company. But a company with a pathetic board. I believe AMD *could* be another Apple story if the right people were put in place but I don't see that happening. These idiots took WAY to long to boot Ruiz who drove this company into the ground at mach 9. He has done everything he could to wreck this company. How does this tool keep getting a job??
    AMD needs wayyyy better management and it needs to focus its too spread out and needs to start small again focusing on it's core model. Even then like Apple it will take a decade for it to be on decent footing again.

     Reply
  • commenter
    X86BSD
    Jul 18 01:44 PM
    For Advanced Micro, Things Go from Bad to Worse [view article]
    I don't believe it to be a pathetic company. But a company with a pathetic board. I believe AMD *could* be another Apple story if the right people were put in place but I don't see that happening. These idiots took WAY to long to boot Ruiz who drove this company into the ground at mach 9. He has done everything he could to wreck this company. How does this tool keep getting a job??
    AMD needs wayyyy better management and it needs to focus its too spread out and needs to start small again focusing on it's core model. Even then like Apple it will take a decade for it to be on decent footing again.

     Reply
  • commenter
    mkreisel
    Jul 18 12:59 PM
    For Advanced Micro, Things Go from Bad to Worse [view article]
    AMD is a pathetic company. Reply
  • commenter
    naffeju
    Jul 18 05:13 AM
    My Website
    Advanced Micro Devices, Inc. Q2 2008 Earnings Call Transcript [view article]
    the SLY thing in the transcript is SOI correctly, and refers to silicon-on-insulator type semiconductor manufacturing process.

    the relevancy of question comes from two vectors: cost and future directions. in a trade-off for some better technical characteristics like lower leakage current and higher tolerance against external radiation (like cosmic rays), SOI adds cost to the manufacturing cost because SOI-wafers are pricier to source.

    regarding the future direction, a chip design is very closely attached to the underlying manufacturing process, so information on whether AMD will pursue SOI in the future could have revealed some hints on what manufacturing model AMD is heading for.     Reply
  • commenter
    principle
    Jul 17 11:57 PM
    AMD: Chipping Away at Intel [view article]
    Yeah, so this pretty much confirms you short AMD stock, go around to all the forums and tell people about how terrible their stuff is.

    The exchange of the CEO pretty much confirms it for me that it is a known turning point for them. They have taken the last of their "charges" related to the ATI acquisition, are selling off parts of the company that aren't core business and not making money, and they will get back to good business. They know what they are setting themselves up for, and I wouldnt doubt if you see insiders buying it up over the next quarter.

    They claim, they will only need revenue of $1.5B to break even in this next quarter, so that is completely achievable, and then add in selling the other pieces of the business and you might even see a good profit next quarter. Now you'll just have to wait and see if they were lying about the $1.5B number :)

    Reply
  • commenter
    Smart1
    Jul 17 10:52 PM
    My Website
    AMD: Chipping Away at Intel [view article]
    How would you like buy this great bridge in Brooklyn....? Reply
  • commenter
    principle
    Jul 17 10:08 PM
    AMD: Chipping Away at Intel [view article]
    Sure, they were as expected, whats your point, no one ever said they were going to make money this quarter, and you were the only one arguiing about money. Reply
  • commenter
    Smart1
    Jul 17 06:16 PM
    My Website
    AMD: Chipping Away at Intel [view article]
    I assume you saw the quarterly results from both companies that were released on Tuesday for Intel and Thursday for AMD.....!!!!! Reply
  • commenter
    principle
    Jul 16 02:13 AM
    AMD: Chipping Away at Intel [view article]
    AMD is not in a good place, but with a single good product launch it can bring such a small company back in a big way. Intel is releasing its new Nehalem for servers soon, but if AMD could simply get one thing out the door early that would help them it would be the Shanghai, HT3.0 45nm Opterons this year, which should be very impressive in a "green" package. Then Fusion is in the timeframe Nehalem goes mobile.

    I see the potential for these products to compete extremely well, and maybe Arab oil will come back for another round of paying the bills for Christmas. And then Intel will probably get fined $4B by the European Commission.

    And I'm not quite sure how dreamworks expects to do better with Intel graphics as those like 50 articles were published about, talk about biased INTC media. They will probably end up with Intel computers with AMD graphics, well anything but Intel graphics.

    Reply
  • commenter
    KeepITReal
    Jul 14 12:35 PM
    Even More ATI Woes for AMD [view article]
    AMD is done for. Nobody will buy a business that is very capital inten$ive and the margins can't make up for it esp. with a mkt share of 13%, so... who would think AMD is a good takeover?? Building x86 cpus isn't rocket science nor a trade secret, so it's really a slow death for AMD. Reply
  • commenter
    Max from
    Mass
    Jul 14 10:55 AM
    AMD: Chipping Away at Intel [view article]
    principle - you might want to believe fab-light, but without a major capital infusion they just don't have the $$$ to build a modern fab for any of their line, and their current facilities are hampering their profit margins and cannot be relied upon in a competitive market.

    The stock traders consistantly undervalue manufacturing prowess prefering to focus on new product development, and market hype, until the lack of manufacturing investment totally destroys the fundamentals.

    Intel can, if it wants to, underprice AMD on EVERY product and still make a profit. As things stand it need not. AMD's is not a situation I would want to be in.
    Reply
  • commenter
    principle
    Jul 14 10:03 AM
    AMD: Chipping Away at Intel [view article]
    I dont think AMD will ever be fabless, maybe fab-light as they move to newer technologies.
    Reply
  • commenter
    Max from
    Mass
    Jul 14 08:46 AM
    AMD: Chipping Away at Intel [view article]
    Some of us suffer from really long memories.

    In its early years AMD was a manufacturing powerhouse, but a development disaster.

    At that time, chips were not used by electronics or computer manufacturerers unless they were manufactured by multiple companies. Many of the chips in AMDs catalog were the designs of others for which they received a cheap license to be the "second-source&qu... The companies which designed and manufactured to chips entered into these agreements becuase this was the only way they could sell their products. Both companies benefited. But customers prefered the "prime source".

    In the 8088 days of PCs AMD began its efforts to design equivalent chips to Intel without actually licensing the Intel designs.

    Its "equivalent" to the Intel DMA chip is a particularly vivid memory of mine. I personally replaced the AMD DMA chips in 250 PCs in the field because of its inferior design. It was the cause of many a mysterious system hang. Many PC manufacturers who were using the AMD chip due to Intel shortages, put them in sockets on their boards, rather than soldering them because of the high rate of replacement.

    Over time, AMD developed a reputation as an innovative chip developer. In my opinion, this was based solely on speed claims. It also allowed its manufacturing capabilities to fall behind.

    Now they are on a path to be a fab-less chip company. And a fab-less chip company must have a manufacturer's profit in its cost as well as its own.

    This is not a fatal flaw if the price to its customers can be raised, but in a competitive market, where the major competitor has a huge advantage in product cost due to their high yields and large wafer size, AMD cannot.
    Reply
  • commenter
    principle
    Jul 14 01:28 AM
    AMD: Chipping Away at Intel [view article]
    And so now you resort to manufacturing technologies and Intel's ability to throw money at a problem. This is the only way Intel can compete is it? By throwing money into production techniques, not through design innovation. Your insistance to look at only the money numbers clues me into the fact that you must be an Intel shareholder/fanboy, AMD basher, and do your best to manipulate the market. You probably short AMD, giving you a very biased opinion.

    feature size shrinks are not always a trivial thing, and Intel may have "bugs" or "glitches" arise at any time trying to move below 45nm. I've done it a few times. And if they hit a wall with it, they could easily see several billions of dollars down the toilet. In that way the followers get an R&D discount.

    Reply
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