Smart1

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26 Comments

    • ON: Mon Aug 18th 16:23 PM
      Commented on:
      AMD To Split In Two?
      They cannot sell the rights to make X86 processors....or they would have done what you suggest a long time ago (well, if they had any sense, they would have).
      View article »
    • ON: Sun Jul 20th 11:12 AM
      Commented on:
      Struggling AMD Is Still Searching for Inspiration
      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
      View article »
    • ON: Fri Jul 18th 15:18 PM
      Commented on:
      AMD: Chipping Away at Intel
      That bridge is a better deal than AMD....
      View article »
    • ON: Thu Jul 17th 22:52 PM
      Commented on:
      AMD: Chipping Away at Intel
      How would you like buy this great bridge in Brooklyn....?
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    • ON: Thu Jul 17th 18:16 PM
      Commented on:
      AMD: Chipping Away at Intel
      I assume you saw the quarterly results from both companies that were released on Tuesday for Intel and Thursday for AMD.....!!!!!
      View article »
    • ON: Sun Jul 13th 23:09 PM
      Commented on:
      AMD: Chipping Away at Intel
      You guys are nuts.....Just look at the balance sheet....Intel may be shipping 32nm parts before AMD even ships 45nm. They are far behind and have no money.....They are doomed.....!!!!
      View article »
    • ON: Sun Jul 13th 19:47 PM
      Commented on:
      AMD: Chipping Away at Intel
      The state of New York (like all state and local governments and, most of all, the federal government) wastes giant amounts of money every day. They will not even notice it (or admit it). You have a better chance of being elected President of the US in November than New York does of getting a AMD fab built there......
      View article »
    • ON: Sun Jul 13th 16:12 PM
      Commented on:
      AMD: Chipping Away at Intel
      You are right, the 800M or so is not a current cash loss. However, it is real money that they paid to acquire ATI. They paid $5.4 Bn for ATI and are now admitting (by this and prior writeoffs) that they either paid too much or ATI has deteriorated that much. In any case, it is real money that they paid to ATI shareholders at the expense of their own shareholders. It is like buying something for $10 only to find out it is now only worth $5. It doesn't cost you any more cash but you still lost $5.

      Also, I am betting they will have an operating loss of over $100M to go along with their reserve losses (for pending layoffs etc) and the ATI writedowns.

      There is no chance Intel will pay AMD any royalties in your lifetime. Besides that, there probably won't be anybody to pay by the end of next year.
      View article »
    • ON: Sun Jul 13th 14:29 PM
      Commented on:
      AMD: Chipping Away at Intel
      Oh, and by the way, I don't expect they will be needing any tax breaks any time soon. I don't believe they will be paying any taxes....As a matter of fact, if they don't figure out how to get some money, they will probably go bankrupt in 2009.
      View article »
    • ON: Sun Jul 13th 14:26 PM
      Commented on:
      AMD: Chipping Away at Intel
      You do realize that AMD pays Intel a royalty on every CPU they sell, don't you.....????? Wonder why that is.....?????
      View article »
    • ON: Sun Jul 13th 04:31 AM
      Commented on:
      AMD: Chipping Away at Intel
      Do you have any idea of the history of Intel/AMD in microprocessors....?

      I assume you realize that AMD announced that they will be taking another $1Bn (that is billion with a b) loss in the second quarter. That doesn't even include their operating loss which will likely run into the hundreds of millions additional. Meanwhile, Intel will announce on Tuesday that it made a profit of something north of $2Bn.

      I started buying PC's with the 8088, the genesis of PC cpu's. AMD has been merely a footnote in the PC industry (except for the staggering amount of losses they have incurred). Their most significant achievement is managing to stay in business while losing all that money. I would keep everything about AMD that you have. They will soon be history and maybe it will be worth something.....
      View article »
    • ON: Sun Jul 13th 02:32 AM
      Commented on:
      AMD: Chipping Away at Intel
      Do you realize that AMD has lost money over the entire period of it's existence. In other words, if you add up their profitability for the entire 40 years or so since they were founded, they have lost money (not sure how much but hundreds of millions, likely billions).

      They have been copying Intel for that entire period with the exception of a couple of architectural features a couple of years ago. For decades they were known as the "Milli Vanilli" of semiconductors. You will have to look that up if you don't understand.

      To state that AMD is, or ever has been, any kind of real, consistent leader in the microprocessor arena disqualifies you from even being considered ignorant. You would be somewhere significantly less than that.....
      View article »
    • ON: Thu Jul 10th 16:22 PM
      Commented on:
      AMD: Chipping Away at Intel
      I believe the license is structured to prevent exactly that....
      View article »
    • ON: Wed Jul 9th 19:12 PM
      Commented on:
      AMD: Chipping Away at Intel
      AMD reported about $1.4Bn in cash and cash equivalents at end of Q1. Their burn rate for the last year has been about $300Mn/qtr. That would mean just over 4 quarters except for the fact that you probably can't operate a company that size with less than at least 2 or 3 quarters of cash. They have to do something about that very soon.

      In the microprocessor business, process technology is a huge factor. For example, it allowed Intel to continue to dominate even during the period when AMD had some architectural advantages. That process technology advantage virtually guarantees that AMD will struggle competing only in the low end and unlikely to reverse their financial dilemma.

      No Taiwanese fab is going to take over the low end of the Intel compatible CPU market. I doubt there is any fab in China even capable of doing it. The only reason AMD can produce those CPU's is because they have a license that they got long ago. I am virtually certain that no one else (certainly not an Asian fab company) has the license or right to produce those parts.
      View article »
    • ON: Fri Jul 4th 13:04 PM
      Commented on:
      AMD: Chipping Away at Intel
      Can anybody tell me what AMD is going to do about running our of money....???? This not some monopoly game, you need real money to operate a business.

      By the way PH, I consider it an honor for somebody as poorly informed as you to call me an idiot.....
      View article »
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