Advanced Micro Devices May Be Acquired – Analyst

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Hey Vern,

Buyout rumors almost (I say almost because on rare occasion it does NOT happen) always result in a short term bump in pricing.

In fact it is almost always 😉 good to be in early during these types of things.

Again I reference MCI/MCI_Worldcom/Worldcom/MCI Again...

Since late 1999 there have been several rumored buyouts of the above. Typically resulting in a short term raise in the stock prices.

What is funny is that even on rumors of a buyout from a REALLY BAD MATCHUP the prices still climb...

Gotta love the market...
Click to expand...

Very true too!
 
Heh, the problem is resorting to irrelevant, beaten-horse topics and childish tactics whenever anyone says anything about Intel having the current performance crown. You spout out accusations of Intel fan boyism and non sequiturs. Someone comments on Core 2s spanking K8 and you pull things out of your old sack and start talking about socket changes? As if that has anything to do with Core 2 performance.

Sure better chipset compatibilty is good, but performance crown... no.

Then the huffing and irrational blabbering begin, a huge array of tenuosly relelated AMD defenses.

But I don't mind. Adds drama 😀
Click to expand...


I suggest that you and the two guys who gave you five stars get a room. I said nothing about Core 2 NOT being faster than X2. It is.

Oh, I get it, your new here and dont' understand what an unbiased person really sounds like.
 
So what you are saying is that AMD can take a write down for future proposed profits?

AND

Dell entered into a fixed price contract with a specified amount of procs being purchased over time? Regardless if they sell or not?

Hmmmm.....
Click to expand...


That's abotu right. The thing is that they will sell. Do you think Dell has more than a week of inventory? they build to order so they estimate demand and place orders according to it.

Again, you prove that you will twist up words just to get some kind of symbiotic boost for your pathetic self.
 
i realize that ches,but I was observing a few companies and looking for signs that vista was selling pc,s.MS,HP,INTEL,AMD,and DELL all jumped at the same time.
Click to expand...

Yeah but Ballmer (appropriate considering my last post) said yesterday Vista sales were flat and weren't selling PCs.
 
As far as that silly nickname it came from a stalker named gDODO.
Click to expand...
Why are you angry on me BaronBS? :cry:
It is not my fault that you are full of bull$hit. :wink:

He did it because I am not backing down.
Click to expand...
No, Baron, no! :?
I did it because you are arrogant uneducated troll without respect and because you are full of stinky BS. You don't deserve any better.

Especially not to anonymous idiots on a public forum.
Click to expand...
It is very hard to be considered as an anonymous idiot on this forum. There is a lot of competition, but so far you are the greatest, absolute champion. Keep the good work and we'll send you to the special olympics. :trophy:

You read what you want and convince others that you know what I was saying
Click to expand...
Oh....the irony. :roll:

, but that's like a retarded kid explaining Differential Equations when he never took it.
Click to expand...
and that's exactly what You are doing.

All fools stick together which is why I stand alone. I'm no fool.
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Yes, fools don't stick with retards. So, do you think that being the only retard on this forum is an advantage?
 
So I ask these questions:

So what you are saying is that AMD can take a write down for future proposed profits?

AND

Dell entered into a fixed price contract with a specified amount of procs being purchased over time? Regardless if they sell or not?

Hmmmm.....
Click to expand...

And you reply:

That's abotu right. The thing is that they will sell. Do you think Dell has more than a week of inventory? they build to order so they estimate demand and place orders according to it.

Again, you prove that you will twist up words just to get some kind of symbiotic boost for your pathetic self.
Click to expand...

Hmmmmm.... again 😉
 
So much for me trying to deflect the vitriol with the guy with the huge b***s... Oh well... I tried. I'm going out to take the frustrations from this thread out on a chick. Later!
 
Heh, here he goes again, spewing false accusations about the stupid little rate thingy. And resorting to the "new user" tactic, classic thirteen year old troll from a 36 year old man?

He really gets too irrate and hostile to even bother with. It's too silly to waste time aswell. I'm going to just have put those BS goggles back on and step away. Spamming isn't nice anyways.
 
And to think I posted this just the other day:

By the way the Baron has come a long way ans has learned to post well. He obviously has an AMD slant but that is known and he has of late tried to present AMD data as accurately as possible.
Click to expand...

And this was in defense of you in the Fanboy thread...

Man what was I thinking...

You have obviously reverted to your "NO logic, NO fact, when nothing else available call them names" approach to these forums.

I must admit I like it much better when you are as I stated in the quote above which talks of good presentation..

So, which will it be?
 
I'm not sure what the point of it is, but I make 3x that, and I am a full supporter of AMD. I like the company, the products and the people that run the coorperation on a day to day basis. That is not something I can say about Intel. I think it is painfully obvious that their idea of competition is preditory in nature. There is no denying that they have a superior performing chip in the desktop, 1p and 2p server space, nor do I think that anyone is (don't confuse that with a superior design).
But I have to refer to the days when K8 ruled the roost. There are posts after posts using the "AMD gained marketshare during the past 3 years, so how can that be anti-competive" reasoning. Sadly, this misses a huge point. There is overwhelming evidence(to those that care to see it) that Intel has been supressing AMD's attempt to gain market share, and still they were successful in gaining a sizable share. Of course there is no "proof" YET, but surely people can't be that naiive and ignore these accusations by writing them off as just that, accusations. Ask yourself what AMD's position would be now, had they been given equal opportunity during those 3 years. Obviously Intel themselves were aware of a world with equal opportunity, or these preditory practices would not have been employed.
And even more confusing are when some post about AMD resting on their laurels and milking K8 for everything it was worth. Had their design garnered the sales it deserved, obviously more revenue could have been used for R&D. However, I cannot point the finger at a company like AMD that is under the extreme pressure they are under from the heavyweight trying to dictate the market, and yet still produce top quality products. As such, I, like Baron, can not endorse the purchase of Intel's products until they change their business practices and are willing to compete on product and design alone. Obviously they are willing to do so now, as they have the performance crown, but would they be in the position they are in now, if AMD had access to a fair market prior?
Finally, I see this is nothing more than a rumor. What i'm interested in knowing, is where it started, and by whom. There are certainly people that would love to see this rumor to be true, but i'm not one of them.
I could go on and on about how much I despise the supression of innovation and growth, but there are apparently those that disagree for whatever reason, so i'll cut it short.
 
i realize that ches,but I was observing a few companies and looking for signs that vista was selling pc,s.MS,HP,INTEL,AMD,and DELL all jumped at the same time.
Click to expand...

Yeah but Ballmer (appropriate considering my last post) said yesterday Vista sales were flat and weren't selling PCs.

PC sales will pick up rapidly as we see tax free pc sales week in March. Happens every year the question is to what extent we see it and where the average consumer's price target for purchases is.
 
I'm not sure what the point of it is, but I make 3x that, and I am a full supporter of AMD. I like the company, the products and the people that run the coorperation on a day to day basis. That is not something I can say about Intel. I think it is painfully obvious that their idea of competition is preditory in nature. There is no denying that they have a superior performing chip in the desktop, 1p and 2p server space, nor do I think that anyone is (don't confuse that with a superior design).
But I have to refer to the days when K8 ruled the roost. There are posts after posts using the "AMD gained marketshare during the past 3 years, so how can that be anti-competive" reasoning. Sadly, this misses a huge point. There is overwhelming evidence(to those that care to see it) that Intel has been supressing AMD's attempt to gain market share, and still they were successful in gaining a sizable share. Of course there is no "proof" YET, but surely people can't be that naiive and ignore these accusations by writing them off as just that, accusations. Ask yourself what AMD's position would be now, had they been given equal opportunity during those 3 years. Obviously Intel themselves were aware of a world with equal opportunity, or these preditory practices would not have been employed.
And even more confusing are when some post about AMD resting on their laurels and milking K8 for everything it was worth. Had their design garnered the sales it deserved, obviously more revenue could have been used for R&D. However, I cannot point the finger at a company like AMD that is under the extreme pressure they are under from the heavyweight trying to dictate the market, and yet still produce top quality products. As such, I, like Baron, can not endorse the purchase of Intel's products until they change their business practices and are willing to compete on product and design alone. Obviously they are willing to do so now, as they have the performance crown, but would they be in the position they are in now, if AMD had access to a fair market prior?
Finally, I see this is nothing more than a rumor. What i'm interested in knowing, is where it started, and by whom. There are certainly people that would love to see this rumor to be true, but i'm not one of them.
I could go on and on about how much I despise the supression of innovation and growth, but there are apparently those that disagree for whatever reason, so i'll cut it short.
Click to expand...

All very good questions...most of which we may never know the answers to.
 
You have obviously reverted to your "NO logic, NO fact, when nothing else available call them names" approach to these forums.
Click to expand...
BaronBS nLogic®


BaronBS nLogic® is a unique technology that connects the real world with the unreal, developed by the greatest scientist, innovator and predictor BaronBS(the inventor of 4x4 also). It can be used in various areas of science, but its "dev", developed this technology to measure the performance and the quality of various computer hardware.

The benefit of this briliant method is that no benchmarks of the hardware are needed, but you will always get the benchmark scores that you have always wanted from your hardware. BaronBS nLogic® is very powerful technology that can make the life in your own world easier. It also can compensate for your unexplainable conclusions and your great lack of intelligence and knowledge.

It's concept is very simple and is based on imagination. The amazing results are achieved in few steps:
Step 1: Ignore all facts, technical informations, logical explanations and arguments.
Step 2: Imagine that your hardware is the best and the fastest.
Step 3: Accept your wishes as reality and apply them to your real world.

BaronBS nLogic® is not perfect and is still in development by the greatest C# "dev" he has ever seen in the mirror. If you notice some contradictions with facts, arguments and logical explanations from reality, just repeat the steps until you see the results you wanted.

The power of BaronBS nLogic® is based on few very powerful features:

- nLogic® Blinds®
The most powerfull feature of BaronBS nLogic® is the nLogic® Blinds®, which ignores the things(facts, arguments, technical data, logical explanations, etc.) that you don't want to see, while it makes you able to see and bias the things that you want to see.

- nLogic® Change Subject®
This is very usefull feature and comes in addition to nLogic® Blinds®. It automaticly starts working whenever someone tries to involve you in the real world. For example, when some one starts talking with arguments, explains by using logic and mentions technical data, which are in contradiction with BaronBS nLogic®, than nLogic® Change Subject® automatically starts changing the subject of discussion until the discussant give up.

- nLogic® I am the best®
This is a bonus feature wich makes you the best in everything you can imagine. Its concept is simple but 100% efficient. It isolates you in your imagined world and zeroes your social skills. There you have no competition and simply you are the best in everything you imagine.

So far, the BaronBS nLogic® is supported on the HORDE Operating System only. Microsoft hope that their negotiations with the analyst & "dev" BaronBS will be successful and that they will get a license to include it in Windows Vista.
 
I'm not sure what the point of it is, but I make 3x that, and I am a full supporter of AMD. I like the company, the products and the people that run the coorperation on a day to day basis. That is not something I can say about Intel. I think it is painfully obvious that their idea of competition is preditory in nature. There is no denying that they have a superior performing chip in the desktop, 1p and 2p server space, nor do I think that anyone is (don't confuse that with a superior design).
But I have to refer to the days when K8 ruled the roost. There are posts after posts using the "AMD gained marketshare during the past 3 years, so how can that be anti-competive" reasoning. Sadly, this misses a huge point. There is overwhelming evidence(to those that care to see it) that Intel has been supressing AMD's attempt to gain market share, and still they were successful in gaining a sizable share. Of course there is no "proof" YET, but surely people can't be that naiive and ignore these accusations by writing them off as just that, accusations. Ask yourself what AMD's position would be now, had they been given equal opportunity during those 3 years. Obviously Intel themselves were aware of a world with equal opportunity, or these preditory practices would not have been employed.
And even more confusing are when some post about AMD resting on their laurels and milking K8 for everything it was worth. Had their design garnered the sales it deserved, obviously more revenue could have been used for R&D. However, I cannot point the finger at a company like AMD that is under the extreme pressure they are under from the heavyweight trying to dictate the market, and yet still produce top quality products. As such, I, like Baron, can not endorse the purchase of Intel's products until they change their business practices and are willing to compete on product and design alone. Obviously they are willing to do so now, as they have the performance crown, but would they be in the position they are in now, if AMD had access to a fair market prior?
Finally, I see this is nothing more than a rumor. What i'm interested in knowing, is where it started, and by whom. There are certainly people that would love to see this rumor to be true, but i'm not one of them.
I could go on and on about how much I despise the supression of innovation and growth, but there are apparently those that disagree for whatever reason, so i'll cut it short.
Click to expand...

All very good questions...most of which we may never know the answers to.

Very true. At least not until the verdict is reached.
 
Pie,

First, thanks for your contribution... I hope you stay and present an AMD sided arguement. Contrary to what Baron says we do welcome AMD folks to this site (please reference the current K8L thread populated by none other than Scientia whom has been greeted/received well).

Second is a question,

You state that you do not like Intel because they are trying to take back market share. Is that not the same tactic that AMD is deploying? Now please be advised that I do not say this in jest or in rudeness. I say this as a "well should not every company worry about/try to recover/try to gain market share?

It seems to me this is the goal of every company out there.
 
Pie,

First, thanks for your contribution... I hope you stay and present an AMD sided arguement. Contrary to what Baron says we do welcome AMD folks to this site (please reference the current K8L thread populated by none other than Scientia whom has been greeted/received well).

Second is a question,

You state that you do not like Intel because they are trying to take back market share. Is that not the same tactic that AMD is deploying? Now please be advised that I do not say this in jest or in rudeness. I say this as a "well should not every company worry about/try to recover/try to gain market share?

It seems to me this is the goal of every company out there.
Click to expand...

Oh, I agree %110, and I appreciate your stance on this matter as well. However and certainly that is the goal of every coorperation, business, conglomerate, what have you, but that is not the situation as it stands. If nothing else is evidence of the kinds of market barriers AMD faced, the slow adoption of AMD processors by Dell should make it undeniable IMO. I mean, the adoption of K8 at the end of it's product cycle?? When C2D was just around the corner? To me, that just reeks of damage control. Of course there are those that state AMD's had no proven track record, but how could one explain it taking 3 years to finally do so? AMD's track record had proven time and time again that they can deliver on their promises, yet went largely ignored, ESPECIALLY in light of it's competion at the time, P4, when review after review showed it as a far superior design in terms of performance, power consumption and platform longevity. This alone bears witness to what was going on behind the scenes.
 
on one hand ,but on the other AMD is production limited.
Click to expand...

Sure they were/are production limited, but to completely shut them out on that basis, provides what benefit to the people they serve. Dell could have offered AMD chips at a substantially lower cost to end users. Unless of course they benefited more by NOT selling AMD products. 😉
 
This is what is alarming to me about AMD and to most analysts:
AMD quote on MSN

Financial Highlights (Q4 06 vs. Q4 05.)
Sales* 5.65 Bil
Income* -165.17 Mil
Sales Growth* -3.40%
Income Growth* -699.40%
Net Profit Margin -2.44%
Debt/Equity Ratio 0.66
* last 12 months

However 2008 should be a bounce back year with products reaching maturity.
 
Hey Vern,

Buyout rumors almost (I say almost because on rare occasion it does NOT happen) always result in a short term bump in pricing.

In fact it is almost always 😉 good to be in early during these types of things.

Again I reference MCI/MCI_Worldcom/Worldcom/MCI Again...

Since late 1999 there have been several rumored buyouts of the above. Typically resulting in a short term raise in the stock prices.

What is funny is that even on rumors of a buyout from a REALLY BAD MATCHUP the prices still climb...

Gotta love the market...
Click to expand...

i realize that ches,but I was observing a few companies and looking for signs that vista was selling pc,s.MS,HP,INTEL,AMD,and DELL all jumped at the same time.
it wasnt just a private equity rumor that bumped up trading,this has been building with the windows release,ad campaign with the amd logo on television.

I am going to check the ati performance after the rumors started,if I remember correctly ati jumped after official news.
look back at windows os releases,it usually bumped pc sales.

For myself, I'm really looking for a good bump upwards in the AMD stock, whether its from buyout rumors, presales for R600 cards, or anything else that may tickle the buyers fancy. My biggest concern is their cashflow. They've been in a developement stage for the past few months, with only a couple products out that didn't do well (FX74 anyone?), and that will hurt any company. With luck, the cash should start coming in from R600 and K8L sales during the spring and summer. The big question, as I see it, is do they have the reserves to get through it intact?

Oh yes, I'd like to think that the stock price increase will continue, but I'm a realist and I have my doubts. But then, you never know. Wouldn't it be great if the price went up high enough that I could get out with a profit?
 
INTEL is a Microsoft wannabe they control a large portion of the market but not enough to be a true monopoly. Their current mission is to squash AMD like a bug so they can jack up their margins live high on the hog and retire as multi-billionares. If K10 doesn't leave them in the dust on performance they can afford to drop prices lower, lower, lower gaining marketshare until the lights go out at AMD. Then you can pick up your INTEL chips at a little higher premium of oh lets say we adjust the release price 10% per year and the new ones just cost even more.
 
But Intel asked for this war with those crazed Core 2 prices. Hopefully it won't backfire.
Click to expand...

Actually, the statement that this is a price war that Intel started is a bit misleading. Typically the primary characterisic of a price war is when a company lowers product prices across the board to undercut competition. Intel has not done this. If you look at where their prices were for consumer products over the last few years they've been pretty consitent...enthusiast CPUs for $1,000-$1,200 all the way down to the inexpensive entry level CPUs. It just so happens that Intel has LOTs of price flexibility with their entry level CPUs these days because they can afford to lower prices for older more mature processes/CPUs.

From AMDs perspecitive, yes it's a price war because they have to drastically reduce their prices across the board to bring their value proposition in line with Intel counterparts.


Please. The E6300 is still 100s less than 965EE. That's nearly predatory pricing. I guess it's a good thing that most people still believe the MHz myth so they can pawn off chips that are worth even less than X2.
 
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