AMD reports Q3 results

[BaronMatrix]

Baron, I have to ask you...

Adam Parker - Sanford Bernstein

Right, so how do I think about this going forward then, Bob? Because you grow your revenue, whatever, $100 million plus sequentially; the operating profit dollars are not up all that much. So I'm just trying to figure out what the new incremental gross margin is here. Or how do I think about price stabilization, or how do I forecast your margins, given this kind of pricing volatility?

Hector Ruiz

I think maybe one way to look at it, perhaps, would be as Dirk mentioned in his remarks, is we have some, we would call it, some transitionary hurdles to overcome in the third quarter. We had a transition to a new memory technology, we had transition to a new product, Rev F. All of that places a phenomenal burden on our organization.

Does Hector's answer inspire confidence if you are an analyst following this stock??? (You are an analyst right??? )

Aside from the fact Hector didn't even come close to answering the question (I have doubts he actually understood the question) AMD really only delivered two new things in the last year, *ehem* thus far ---

a) A new socket with new memory (AM2)
b) A new socket with new memory (1204, Rev F.)

This is stressing their company???

If I were still a stock holder I would be going OHHHHH CRAPPPP!!!! Judging by the after hours market many people said the same thing, then did the same thing, then dumped their shares....


Methinks thou dost protest too much. AMD is under the "heel" of a convicted monopolist and is doing rather well this notwithstanding. I'm not sure if that would have made me nervous. You of all people should know how much it takes to change sockets, memory ctrlrs, and and in the case of Socket F even the packaging.

Iam not an analyst. I made a sarcastic remark and you knuckleheads have been holding it as Gospel WTF?

They also had to prepare the company for a merger, make the deal with Dell and the Chinese and all of this with $1.3B in Q3 gross.

I think it's just a normal "holier than thou" attitude most people - including analysts - have for Intel. I think they're all suckers because Intel knows that Barcelona will be MONSTROUS. If the "IPC-enhanced" cores give them 1.5 loads\retires per decoder, that will theoretically translate into 4.5 IPC.

All of you - including analysts - need to get off Intel's jock. They are just a company. IBM could have easily used the Motorola chip and there would be no Intel in PCs.

In other words, AMD will be fine. They have posted profits every quarter this year even in the face of Core 2 and if that's not enough nothing will be. they even got the Dell stamp of approval.

 

[evilr00t]

You're the one with the "holier-than-thou" attitude.

 

[qcmadness]

Methinks thou dost protest too much. AMD is under the "heel" of a convicted monopolist and is doing rather well this notwithstanding. I'm not sure if that would have made me nervous. You of all people should know how much it takes to change sockets, memory ctrlrs, and and in the case of Socket F even the packaging.

Iam not an analyst. I made a sarcastic remark and you knuckleheads have been holding it as Gospel WTF?

They also had to prepare the company for a merger, make the deal with Dell and the Chinese and all of this with $1.3B in Q3 gross.

I think it's just a normal "holier than thou" attitude most people - including analysts - have for Intel. I think they're all suckers because Intel knows that Barcelona will be MONSTROUS. If the "IPC-enhanced" cores give them 1.5 loads\retires per decoder, that will theoretically translate into 4.5 IPC.

All of you - including analysts - need to get off Intel's jock. They are just a company. IBM could have easily used the Motorola chip and there would be no Intel in PCs.

In other words, AMD will be fine. They have posted profits every quarter this year even in the face of Core 2 and if that's not enough nothing will be. they even got the Dell stamp of approval.

A piece of crap.

 

[BaronMatrix]

Aside from the fact Hector didn't even come close to answering the question (I have doubts he actually understood the question) AMD really only delivered two new things in the last year, *ehem* thus far ---

a) A new socket with new memory (AM2)
b) A new socket with new memory (1204, Rev F.)

This is stressing their company???

You are wrong about this Jack!
How can you forget about the hidden feature of all sAM2 CPUs?
The Reverse Hyper Threading!

The inventor of 4x4, allready have proved the existance of RHT in sAM2 K8 Rev. F:
http://forumz.tomshardware.com/hard...sc&highlight=reverse+hyper+threading&start=50

As I said with AMDs "SUPPOSED" Dynamic Threading prefetch, OoO (mem disambig) and the ike are necessary to enable this tech. As I also mentioned and a post from JJ showed a link which talked about "Optimized Slices." I'm not even sure this would need a "patch" or BIOS support in that it's not an exposed algorithm. It may be that the "exposed" component on the mobo may talk to ACPI to "override" the power savings.

http://forumz.tomshardware.com/hard...ic&t=186197&highlight=reverse+hyper+threading

After 8+ weeks of thinking about it I finally figured it out. It's actually kinda simple in a complex sort of way. One way is to mark async calls and run them on a second proc (spell check on Proc A, grammar check on Proc B) or to separate class methods and run some methods on Proc A and some on Proc B ( Class A has Method A, Method B Method C, Method D Method E. Method A calls method B, Method C Calls D which calls E.

By running Method A on Proc A, and Method B on Proc B, if they are independent and synchronous, the process will run faster - an example would be a game where physics code can run on one chip, rendering methods go to another, joystick feedback can run on another, internet connection, (all have entry points). SInce every app has a main thread it would be possible to mark methods with Proc Affinity with a low level header. When programs load paths are computed and affinity is assigned to each entry point with independent results. Of course devs would have to do SOME of the work but it's a good tech for improving the "single threaded" code paradigm.

http://forumz.tomshardware.com/hard...asc&highlight=reverse+hyper+threading&start=0

After reading the latest "unversity research" it will be a boon to any company who uses it.

Assigning for loops would improve game matrix programming in a multithreaded scenario at least 40-50% - especially using optimized time slicing through the partition interface.


Optimization and coordinated scheduling of prefetch (L1-L2, L2-RAM) and the aleady existent (?) parallel decoder/instruction units would allow for multiple instructuion flows in a superscalar fashion.

http://forumz.tomshardware.com/hard...se+hyper+threading&start=25&p=1127371#1127371

It's almost like having a BIOS option for instruction set.

There was a rumor that this disables the "dual master" function and allows one chip to run using the full cache and perhaps execution untis for the other chip. This would save power and give intel their "satisfaction/watt."

I forced my self to read every line of this and i figured out that
baronBS is actually hector.
well first i said to myself "what in the hell?" then i figured it out, It's actually kinda simple in a complex sort of way. One way is to mark async calls and run them on a second proc (spell check on Proc A, grammar check on Proc B) or to separate class methods and run some methods on Proc A and some on Proc B ( Class A has Method A, Method B Method C, Method D Method E. Method A calls method B, Method C Calls D which calls E. and so spacetime was created like this the trick is to make sure that everything is syncronous and asyncronous at the same time but at different times with proc A on proc B and c calling D and A at the same time but only on thursday.


Kiss my $%%. Ride someone else's jock for awhile.

 

[BaronMatrix]

You're the one with the "holier-than-thou" attitude.

Well, i get to do it because I have pulled off the impossible in my career. My latest triumph was rewriting a very important web application in 1/6 the time it took two other devs. And I rewrote the entire Ui and logic code, made it 150% faster and even helped normalize the DB.

I have invented scripting languages for complex Exchange testing, etc. If you would stay off my back my every word would be nice and non-sarcastic but you can't leave it alone so I hope I send you over the edge. Some of you are hanging by a thread.


I mean after all, the description of RHT is right on.


BTW, what does that have to do with AMDs Q3?

Oh yeah, you're jealous of them too.

 

[BaronMatrix]

Methinks thou dost protest too much. AMD is under the "heel" of a convicted monopolist and is doing rather well this notwithstanding. I'm not sure if that would have made me nervous. You of all people should know how much it takes to change sockets, memory ctrlrs, and and in the case of Socket F even the packaging.

Iam not an analyst. I made a sarcastic remark and you knuckleheads have been holding it as Gospel WTF?

They also had to prepare the company for a merger, make the deal with Dell and the Chinese and all of this with $1.3B in Q3 gross.

I think it's just a normal "holier than thou" attitude most people - including analysts - have for Intel. I think they're all suckers because Intel knows that Barcelona will be MONSTROUS. If the "IPC-enhanced" cores give them 1.5 loads\retires per decoder, that will theoretically translate into 4.5 IPC.

All of you - including analysts - need to get off Intel's jock. They are just a company. IBM could have easily used the Motorola chip and there would be no Intel in PCs.

In other words, AMD will be fine. They have posted profits every quarter this year even in the face of Core 2 and if that's not enough nothing will be. they even got the Dell stamp of approval.

A piece of crap.



I guess you would know. I just hope they don't invent olfactory circuits for PCs. But then I would stop hanging here.

 

[BaronMatrix]

ya plus he isnt replying and making it worse/obvious

Well, contrary to what you like to fantasize about I have a very demanding job and sometimes I don't see daylight for days.

I'm pretty much finished for today. I just need to wait for QA to finish testing, so I'll be replying until YOU'RE blue in the face.

 

[ElMoIsEviL]

You're the one with the "holier-than-thou" attitude.

Well, i get to do it because I have pulled off the impossible in my career. My latest triumph was rewriting a very important web application in 1/6 the time it took two other devs. And I rewrote the entire Ui and logic code, made it 150% faster and even helped normalize the DB.

I have invented scripting languages for complex Exchange testing, etc. If you would stay off my back my every word would be nice and non-sarcastic but you can't leave it alone so I hope I send you over the edge. Some of you are hanging by a thread.


I mean after all, the description of RHT is right on.


BTW, what does that have to do with AMDs Q3?

Oh yeah, you're jealous of them too.

Oh yeah.. how about showing off your elite coding skills and writing us a nice little program. Doesn't matter what it does.. just a program that showcases your talent?

Until you do that anything you say is and will be taken with a grain of salt. Why? Because what you claim and how you act are completely contradictory.

 

[ElMoIsEviL]

Baron, I have to ask you...

Adam Parker - Sanford Bernstein

Right, so how do I think about this going forward then, Bob? Because you grow your revenue, whatever, $100 million plus sequentially; the operating profit dollars are not up all that much. So I'm just trying to figure out what the new incremental gross margin is here. Or how do I think about price stabilization, or how do I forecast your margins, given this kind of pricing volatility?

Hector Ruiz

I think maybe one way to look at it, perhaps, would be as Dirk mentioned in his remarks, is we have some, we would call it, some transitionary hurdles to overcome in the third quarter. We had a transition to a new memory technology, we had transition to a new product, Rev F. All of that places a phenomenal burden on our organization.

Does Hector's answer inspire confidence if you are an analyst following this stock??? (You are an analyst right??? )

Aside from the fact Hector didn't even come close to answering the question (I have doubts he actually understood the question) AMD really only delivered two new things in the last year, *ehem* thus far ---

a) A new socket with new memory (AM2)
b) A new socket with new memory (1204, Rev F.)

This is stressing their company???

If I were still a stock holder I would be going OHHHHH CRAPPPP!!!! Judging by the after hours market many people said the same thing, then did the same thing, then dumped their shares....


Methinks thou dost protest too much. AMD is under the "heel" of a convicted monopolist and is doing rather well this notwithstanding. I'm not sure if that would have made me nervous. You of all people should know how much it takes to change sockets, memory ctrlrs, and and in the case of Socket F even the packaging.

Iam not an analyst. I made a sarcastic remark and you knuckleheads have been holding it as Gospel WTF?

They also had to prepare the company for a merger, make the deal with Dell and the Chinese and all of this with $1.3B in Q3 gross.

I think it's just a normal "holier than thou" attitude most people - including analysts - have for Intel. I think they're all suckers because Intel knows that Barcelona will be MONSTROUS. If the "IPC-enhanced" cores give them 1.5 loads\retires per decoder, that will theoretically translate into 4.5 IPC.

All of you - including analysts - need to get off Intel's jock. They are just a company. IBM could have easily used the Motorola chip and there would be no Intel in PCs.

In other words, AMD will be fine. They have posted profits every quarter this year even in the face of Core 2 and if that's not enough nothing will be. they even got the Dell stamp of approval.

Convicted? Where the hell did you get that idea? The trial hasn't even begun yet and the first ruling has been to throw out part of AMD's case against Intel.

You mean accused.. not convicted. Innocent until proven guilty.

As for the rest of your post... please post where you're getting that information. Sounds like pure unfounded speculation based on a dream rather then reality to me.

 

[1Tanker]

I think they're all suckers because Intel knows that Barcelona will be MONSTROUS. If the "IPC-enhanced" cores give them 1.5 loads\retires per decoder, that will theoretically translate into 4.5 IPC.

What if not?

 

[gOJDO]

I think they're all suckers because Intel knows that Barcelona will be MONSTROUS. If the "IPC-enhanced" cores give them 1.5 loads\retires per decoder, that will theoretically translate into 4.5 IPC.

What if not?
There is no such case in BaronBS nLogic® algorythm. But it has a very powerfull feature, the technology of seeing the wishes as reality.
Anyway the BaronBS nLogic® is enabled only on the HORDE operating system.

 

[turpit]

I think they're all suckers because Intel knows that Barcelona will be MONSTROUS. If the "IPC-enhanced" cores give them 1.5 loads\retires per decoder, that will theoretically translate into 4.5 IPC.

What if not?
There is no such case in BaronBS nLogic® algorythm. But it has a very powerfull feature, the technology of seeing the wishes as reality.
Anyway the BaronBS nLogic® is enabled only on the HORDE operating system.

gOJDO,

You seem to have an inside track on the HORDE OS. Ive heard they're coming out with a new optional GUI called "Blinders"TM, which will automatically shut the computer down if it senses something the user doesnt want to see. Can you expand on that?

Thanx

 

[sailer]

Baron, I wish the stocks were up like you wrote, but according to my latest news, its down nearly $4.00 from a couple days ago. It will probably come back up, I hope, but in the meantime I'm going to get a beer and try not to cry in it.

 

[kukito]

As I suspected sales are up and ASP is upn. $.27 is not too bad in the midst of a price war with a big bully.
I think the 4th quarter will be even better if they can get good volume on 65nm. I guess they won't be going BK either.

And a mere 24 hours after your gleeful post AMD shares closed down 13%. Hey, but at least it's up 7 cents after hours. 😉

 

[BaronMatrix]

Convicted? Where the hell did you get that idea? The trial hasn't even begun yet and the first ruling has been to throw out part of AMD's case against Intel.

You mean accused.. not convicted. Innocent until proven guilty.

As for the rest of your post... please post where you're getting that information. Sounds like pure unfounded speculation based on a dream rather then reality to me.

Can you say Korea? Germany almost prosecuted also along with Japan. The DOJ would have gotten directly involved if AMD had not gained share with Opteron. The lawsuit is just to give OEMs and VARs confidence to use "other than Intel."

AMD Linkage!


EU Linkage!


All hail the DUOPOLY!!!

 

[turpit]

I think they're all suckers because Intel knows that Barcelona will be MONSTROUS. If the "IPC-enhanced" cores give them 1.5 loads\retires per decoder, that will theoretically translate into 4.5 IPC.

What if not?

Poor Baron, again he does not understand. K8 and K8L are 3 issue cores, AMD does some form of micro fusion but given that no processor hits it's theoretical maximum it seems unlikely that K8L will exceed 3 IPC.

Boy, he loves to strech things in the direction he sees fit (or shall we say fits his view of things) doesn't he...

Found a link to the micro fusion process you mentioned:

 

[BaronMatrix]

I think they're all suckers because Intel knows that Barcelona will be MONSTROUS. If the "IPC-enhanced" cores give them 1.5 loads\retires per decoder, that will theoretically translate into 4.5 IPC.

What if not?

Poor Baron, again he does not understand. K8 and K8L are 3 issue cores, AMD does some form of micro fusion but given that no processor hits it's theoretical maximum it seems unlikely that K8L will exceed 3 IPC.

Boy, he loves to strech things in the direction he sees fit (or shall we say fits his view of things) doesn't he...


Physics says that IF you do 1.5 IPC per decoder.............

 

[BaronMatrix]

Baron, I wish the stocks were up like you wrote, but according to my latest news, its down nearly $4.00 from a couple days ago. It will probably come back up, I hope, but in the meantime I'm going to get a beer and try not to cry in it.

I said SALES and ASP. I said nothing of stock value. Companies can't pay employees DIRECTLY with stock value. Gross profits pay the bills.

 

[BaronMatrix]

I think they're all suckers because Intel knows that Barcelona will be MONSTROUS. If the "IPC-enhanced" cores give them 1.5 loads\retires per decoder, that will theoretically translate into 4.5 IPC.

What if not?

Then it may only be 60% faster than Opteron - WITHOUT the two extra cores.

 

[BaronMatrix]

BTW, Khalif in ARABIC - not MUSLIM - means successor - or "left behind to succeed" and has nothing to do with terrorism. It's libel to say that.

I would KILL anyone who would plan crashing planes into buildings. Hide Osama, Hide.

 

[dasickninja]

Word.
Masaa al-Khair. As-salaam alaykum.

 

[RichPLS]

Convicted? Where the hell did you get that idea? The trial hasn't even begun yet and the first ruling has been to throw out part of AMD's case against Intel.

You mean accused.. not convicted. Innocent until proven guilty.

As for the rest of your post... please post where you're getting that information. Sounds like pure unfounded speculation based on a dream rather then reality to me.

Can you say Korea? Germany almost prosecuted also along with Japan. The DOJ would have gotten directly involved if AMD had not gained share with Opteron. The lawsuit is just to give OEMs and VARs confidence to use "other than Intel."

AMD Linkage!


EU Linkage!


All hail the DUOPOLY!!!

So you do mean accused.. not convicted! At least now that you checked the facts... Sometimes it is better to check the facts first, then post... And after some time and practice of doing this, you might even get a few members to stop associating BS with BM... but I doubt it... 😛

 

[tmac]

I have invented scripting languages for complex Exchange testing

Writing scripts that performs automatic regression testing on a system or
unit testing is old hat.

Invented is a big word. Did you invent the internet? Because, that
has already been claimed.

 

[ElMoIsEviL]

Convicted? Where the hell did you get that idea? The trial hasn't even begun yet and the first ruling has been to throw out part of AMD's case against Intel.

You mean accused.. not convicted. Innocent until proven guilty.

As for the rest of your post... please post where you're getting that information. Sounds like pure unfounded speculation based on a dream rather then reality to me.

Can you say Korea? Germany almost prosecuted also along with Japan. The DOJ would have gotten directly involved if AMD had not gained share with Opteron. The lawsuit is just to give OEMs and VARs confidence to use "other than Intel."

AMD Linkage!


EU Linkage!


All hail the DUOPOLY!!!

Ummm again... they're accused, not convicted.

From the VERY link you posted..

AMD Supports Korean Fair Trade Commission Dawn Raids As Part Of Investigation Into Possible Intel Antitrust Violations

 

[ElMoIsEviL]

I have invented scripting languages for complex Exchange testing

Writing scripts that performs automatic regression testing on a system or
unit testing is old hat.

Invented is a big word. Did you invent the internet? Because, that
has already been claimed.

Rush Limbaugh claimed Al Gore Invented the Internet.. Al Gore himself never made that claim.. FYI.