principle

AMD: Chipping Away at Intel

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 :)

AMD: Chipping Away at Intel

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.

AMD: Chipping Away at Intel

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.

AMD: Chipping Away at Intel

I dont think AMD will ever be fabless, maybe fab-light as they move to newer technologies.

AMD: Chipping Away at Intel

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.

AMD: Chipping Away at Intel

You are an eternal pecimist or possibly just a stock market manipulist, if thats a word.

Youre talking about big business and local officials' and senators' reputation, and those people are not likely to stake their re-election on a long shot deal destined to fail.

The country is in a bit of a tailspin, and anything a state can do to raise employment and tax income is big news.

AMD will be fine, next quarter they will be at an operating profit, and in which case will most likely be willing to commit to the New York Fab deal. Getting a fab in the US is a big deal, instead of offshore in europe, middle east or Asia. A sign that the Government wants more competition and technology back in our borders, which will benefit a small company like AMD.

AMD: Chipping Away at Intel

Oh and the state of New York would waste $100M on roads and utilities if there was a chance AMD was going to go bankrupt? You think they are stupid too? I can see where AMD might back out because of not having the captital but there is no way the State would spend money if the financials showed a possible bankruptcy.

Have you looked at Intel's roadmap? It is specifically moving to the AMD architecture of integrated memory controller, and since that could be seen as an AMD patent, then Intel would be obligated to pay royalties, even though there is no need to licence it, as their deal already provides access or licesnces to eachothers patents.

AMD: Chipping Away at Intel

OMG, are you kidding me, quit talking about crap that happened more than 10 years ago, anyone that uses x86 has to pay Intel. Again you keep talking more than 10 years ago, so apparantly Intel hasnt done anything original in the last 10 years.

And now that Intel wants to upgrade to AMD's architecture, they may be paying AMD for that patent license.

You still dont get it, they didnt lose $800M, it was intangible reputation they are writing off. Its less severe than if they actually bought $800M in machines and it degraded in value every year. They will most likely come out profiting next quarter. They had a very low loss last quarter, except for acquisition expenses. And soon they'll be done paying for ATI.

Now that they own ATI, every system with Intel that uses ATI graphics card AMD gets paid, and now AMD makes the whole chipset and graphics, so they dont have to pay Nvidia or others for those items, so margins will go up.

AMD: Chipping Away at Intel

Oh and its nice that you used an 8088, good for you, went back 30 years to find something Intel did first, and AMD was able copy so readily, and in fact have better performance than Intel, driving them to do better. So every step of the way without AMD Intel would have been stagnant.

And my first computer was yes and Intel 486 from IBM with DOS, and then ugpraded to Intel P1, and PII Xeon then to AMD Athlon, and a PIII, saw many friends with P4, and I got Athlon MP, have m laptop with P4M and just now Athlon X2 desktop, so I've had my fair share of both.

AMD: Chipping Away at Intel

So you cannot list one achievement from Intel in the last 10 years that was an original thought of theirs and they were using it first.

And again you resort to talking about money, and how the monopolous Intel is so much better at making it. and you dont understand anything about it do you, because you think they lost $1B? That is not what that means at all, it just mean they thought they paid too much, get it right before you speak. They will "take a charge" probably to get some tax break.

AMD: Chipping Away at Intel

Smart1, youre so dense its not funny, go back to using a PIII if you think AMD is insignificant. And you are talking about money, and I'm talking about actual enginuity. AMD was first to increase the FSB and onboard cache for desktop cpus to give you better performance hence Athlon, first to use DDR RAM and give us this multiple data burst per clock cycle that Intel copied to the now quad pumped, first with 64-bit cpus, first with dual core cpus, first with native quad cores, and first to move away from a front side bus architecture. So tell me what Intel has done first in the last 10 years of the real computer advancement boom, or have you been using the overpriced PII that you bought when Intel said reaching 1Ghz was impossible.
Amd has also been long time running in the low power "netbook" market that many people dont even seem to realize. Intel now comes out with the Atom and oh my gosh, it so revolutionary, not.

AMD: Chipping Away at Intel

I cant believe how ridiculous so many people sound. Why do you egg on the failure of a company that revolutionized the PC industry? If not for AMD youd still be using a P4, how would you like that?

You all must be Intel shareholders, I am, but I also use AMD more so than Intel products. I have no doubt that our laws are written such that Intel essentially prevented AMD from even becoming big enough to compete properly. Not that I think what they did was ethically wrong in a capitalist market, but it happens to be legally wrong.

AMD was first out the door with every technology push int he last 10 years, so check your facts everyone, Intel was a joke until AMD came along and Intel struggled to keep up, but because of people like you Intel maintained dominance when they didnt deserve it.

And you all are ignoring the graphics side of the business, which will be profitable in its core business. AMD is doing everything the right way, but Intel is fortunate enough to have enough money to throw at manufacturing technology.

AMD's new products are pretty impressive, nothing to bawk at, and Im not just talking about CPUs. AMD is advancing all aspects of computing. Their new chipsets are incredible, and I cant wait to get a 790GX after building a low power "green" 780G desktop for my parents, with a 45 watt 2.5Ghz AthlonX2. Its amazing what you can get with AMD for such a low cost.