Build Your Own AMD Into 2021 Plan; Price And Volume Data
Seeking Alpha Analyst Since 2012
No positions. From PC and microprocessor industries. Former Orchid, Arche, Cyrix, NexGen, ARM, AMD, Intel and IDT employee or consultant in field marketing roles with x86 PC, ARM, Alpha NT platform experience; Cyrix 387 SLC, 486 SLC, 486 DLC, 486S, Thumb, SA, Nx586, AMD 5x86, Alpha 21264/21164, IDT WinChip. Specialist in Intel Corp. competitive and regional 'in field' market strategy. Currently at 24th year in academic studies and field audit roles supporting Federal Trade Commission v Intel Corp. Dockets 9288 and 9341 15 U.S.C. § 5 incipient antitrust investigations. Audits primarily focus on Intel Corp. production economics and competitive platform efforts occurring at the intersection of Intel Corporation and competitive cluster platform initiatives. Responsible for FTC v Intel Docket 9341 consent order monitoring. Member National Association of Business Economics Silicon Valley Round Table and San Francisco NABE at Bureau of Statistics. Attend Silicon Valley area technical conferences, symposiums and meet ups for industry and competitive audit assessment.
Summary
- AMD leadership plan into 2021.
- Product category quarterly volume and price data.
- Shown on financial reconciliation.
- Shown on channel % product inventory and value.
Analyst's AMD for 2021 into 2023 leadership plan. By product category with quarterly volume and revenue estimates. All the data in one briefing to do your own AMD plan.
Entering Q1 it looks tough and into the second half of the year a production challenge.
2021 determines whether AMD is a competitive production operation.
On the channel data I've seen savvy sales techniques; rough and tough. AMD production capability demonstrates growing volume. Into 2021 better start looking a little more like how Intel grows volume on the manufacturing front. That's traditional Intel not hop-a-long Intel always capable of an ambush.
Pursuant production inputs and materials; fabs don't shut down, volume producers have mass and leverage and take what they need; no prissy.
On the product marketing and communications front, well, concentrating product generations, premature announcements, Osborning current to tout future, questionable segment management in relation industrial management best practice, or was that Nvidia, and production economics will be crucial.
Mike Bruzzone, Camp Marketing
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.