AMD still confident , though set to miss Q1 numbers

[qcmadness]

One, its kinda hard for AMD to predict a chip to be whatever Ace Intel holds up its sleeve don't you think? Saying your chip is 40% better than what your competitors future product will be is the biggest of all setting yourself up for it statements.

Two, what's good on paper isn't always good in application.

I don't think we will wait too long before Barcelona ES are out
The scheduled launch for Barcelona is in May.

 

[eRacer]

Investors don't like suprises and if the numbers are correct a 50% miss in sales is going to hit their stock hard.

It's not a 50% miss. The original $1.6-$1.7 billion guidance from AMD included ATI sales. The Inquirer numbers do not. The ATI business should add ~$400 million or more to the Inquirer totals. The revenue hit in Q1 is still high, but not 50%.

 

[jediwraith]

Ninja, please read entire tread. No one said that Barc would be 40% faster than future Intel offerings.

 

[dasickninja]

Odd, I swore I read that in someones post. Must have deleted it. :?

 

[jamiepotter]

Well, if that's what you mean by 'specs', then it's hard to avoid the conclusion that you're just straightforwardly wrong. Specifications don't speak for themselves. They require a fookload of specialist knowledge to know how to interpret them, and even then it's probably still a case of suck-it-and-see. I mean, that's kinda the point with engineering: can you imagine any engineering team working on any task designing something purely theoretically and not see how it performs before releasing the product? The idea is absurd. And if benchies are needed for engineers, they are sure as sh!t needed for lesser mortals!

Those are curiously similar to C2D. I guess it won't help AMD though because Intel has magic-wafer generation equipment? They'll release the benches when they release them.

Also please try to not make one jumbled paragraph. This Forum makes my head hurt enough.

OK. Is this any better?:

Well, if that's what you mean by 'specs', then it's hard to avoid the conclusion that you're just straightforwardly wrong.

Specifications don't speak for themselves.

They require a fookload of specialist knowledge to know how to interpret them, and even then it's probably still a case of suck-it-and-see.

I mean, that's kinda the point with engineering: can you imagine any engineering team working on any task designing something purely theoretically and not see how it performs before releasing the product?

The idea is absurd. And if benchies are needed for engineers, they are sure as sh!t needed for lesser mortals!



One paragraph per sentence. The march of illiteration proceeds apace...

 

[jamiepotter]

DaSickNinja, what's with the new motto? Are you taking an interest in British history? (For everyone else, it's a comment on the charge of light brigade, a particularly idiotic moment in British history)?

 

[scubageek]

Hmmm..

Still a lot of hate from intel fanbois.. I must ask why?

Don't you like the new innovations? The faster speeds? The more processing power??

Then why in the heck do you want AMD to go down in flames?

As for investors, anyone that relies solely on an analyst is looking to lose money. You need to research yourself to make sure the analyst is working for YOU and not just themself.

So AMD hasn't released any bench marks yet, doesn't mean the company doesn't have the process down or is having problems. Thing is, we can only speculate why there aren't any.

Myself I would rather err on the safe side rather than put my foot in my mouth like a lot of you are doing.

Intel releases fud 10 months out, because they have had to in the past. They wanted you intel fanbois to wait on their product rather than you trying something different.

Deal with the here and now. Currently C2D is the best, but I do hope AMD bests C2D, why?? Because then intel will be forced to best AMD and create a vicious cycle for them, but a great time for us.

Some of you have forgotten how bad intel was when they were the only ones really producing CPU's for the PC. The $1k costs for CPU's that lasted for years, not months, before intel would release another faster CPU that would cost $1k while the other one dropped to a more affordable cost.

I don't want AMD or intel to have a monopoly, and any of you fanbois that do are just plain ignorant.

So far all I have seen in this thread are intel fanboi's hoping/wishing AMD crashes and is gone for good, which is just ignorant. Just as ignorant as those AMD fanboi's making up hyperbole for the new AMD Processor.

Do yourselves a favor, thank AMD and Intel for both being around and both HAVING to innovate because of the other company. We don't want just 1 CPU company running the show, we have already had that, and intel sucked.

 

[jamiepotter]

I actually agreed with lots of what you said, which makes me wonder why on earth you're making it a reply to me. (Perhaps this was merely a mistake?) I only said that there might be just cause for saying AMD have dropped the ball in not releasing teaser benchmarks. I haven't got a clue whether or not this is the case, but it did strike me as a valid reason.

Accusing people here of Intel fanboyism strikes me as incoherent. Why on earth would anyone here be AMD-bashing? If you really were an Intel fanboy, you'd be pretty happy at the way things were going, surely? The only point of criticising AMD would be out of exasperation, and that is precisely because people want AMD to do well. I know I certainly do. I've no desire to see what happens to prices if Intel strangles AMD out.

 

[dasickninja]

DaSickNinja, what's with the new motto? Are you taking an interest in British history? (For everyone else, it's a comment on the charge of light brigade, a particularly idiotic moment in British history)?

Part of my heritage is British, so yeah, I did do a bit of research on the subject. Kudos to you man

 

[BaldEagle]

Investors don't like suprises and if the numbers are correct a 50% miss in sales is going to hit their stock hard.

It's not a 50% miss. The original $1.6-$1.7 billion guidance from AMD included ATI sales. The Inquirer numbers do not. The ATI business should add ~$400 million or more to the Inquirer totals. The revenue hit in Q1 is still high, but not 50%.

I didn't catch that the Inquirer had extracted the ATI revenue from AMD numbers so thankfully the hit is only on the order of 30% under forecast which falls in line with the numbers put out earlier this month.

 

[Gh0stDrag0n]

Hopefully, they won't take too much of a hit from the Street, but then I guess I did see a pig fly over my head last night on the way home from the train.

Did you finally buy a C2D BM? 8O That would explain the flying pigs. :lol:

 

[qcmadness]

they will not get any money from me until they report earnings like everyone else. i also am confused as to why they dont report loss correctly. i assume they have silicon wafers that they cant use for processors. or they produce chips that cant be used as a processor. im going through thier financials and i cant figure out what these discrepancies are

I think this is your problem rather than the report's problem.

 

[qcmadness]

actually this is not possibly my problem
i wont invest in amd until they can spell this out
i can tell they are hiding loss and i am not risking my money on that

Can AMD pass the Form-10K to SEC if it hid the loss? :lol:
It is YOUR problem not to analyse the report.

 

[Twisted_Sister]

actually this is not possibly my problem
i wont invest in amd until they can spell this out
i can tell they are hiding loss and i am not risking my money on that

Can AMD pass the Form-10K to SEC if it hid the loss? :lol:
It is YOUR problem not to analyse the report.

Plenty of companies have done so in the past... see Enron, Worldcom, Tyco, etc.

(not that I'm comparing AMD to any of these companies... just that the 10K is not always reliable).

 

[CaptRobertApril]

Hello dudes and the rare dudettes!

The Capt. is back from his trip to the moose-waste tundra of Toronto. Interesting place, but all that living in igloos, skinning arctic foxes and chewing seal blubber gets old after a while! :twisted:

I'll pop back in tomorrow when I'll have more time, but I just wanted to stick my head in and say...

$13.05/share! And falling! Market cap just a smidgen north of $7 Billion. Pretty soon my personal portfolio will have a higher capitalization than all of AMD! :lol:

Guess that AMD stockholders took notice of the Penryn-Nehalem info!

Will the last AMD fanboy to leave please turn off the lights? 8O

 

[BaronMatrix]

why is amd allowed to report earnings and stuff but not include all of their bussiness?
they should not be allowed to sperate graphics from the picture and report the company earnings/profits. its not fair to the share holders and investors

Good question. I didn't know they did.

 

[CaptRobertApril]

$13.02!

:twisted:

 

[BaronMatrix]

Hello dudes and the rare dudettes!

The Capt. is back from his trip to the moose-waste tundra of Toronto. Interesting place, but all that living in igloos, skinning arctic foxes and chewing seal blubber gets old after a while! :twisted:

I'll pop back in tomorrow when I'll have more time, but I just wanted to stick my head in and say...

$13.05/share! And falling! Market cap just a smidgen north of $7 Billion. Pretty soon my personal portfolio will have a higher capitalization than all of AMD! :lol:

Guess that AMD stockholders took notice of the Penryn-Nehalem info!

Will the last AMD fanboy to leave please turn off the lights? 8O

ANd the funny thing is that even Yahoo! can't be trusted when it comes to these two companies. Here's a quote from a story about Intel and Nehalem, which by the way will only get Intel halfway (still on FSB) to AMDs tech.

Chip maker Intel Corp.'s new product lineup could help widen a technological advantage over rival Advanced Micro Devices Inc., according to Wall Street analysts.(Both are at 65nm now, Fab36 is 100%)

Intel unveiled details about its semiconductor product lineup on Wednesday which included processors that are made using a 45-nanometeter manufacturing technology, which is believed to increase performance and reduce energy usage.


Friedman Billings Ramsey analyst Chris Caso thinks the product lineup will "continue to pressure AMD for some time."

"Intel will also offer an 'integrated memory controller' with the Nehalem platform. Intel is essentially copying the innovation that AMD pioneered about two years ago, which allowed AMD to gain share from Intel in servers. Net, AMD had a great idea, but Intel is now following it and will, therefore, erase AMD's advantage," Caso wrote in a note to investors.

Now this is FUD, Opteron was released 4 years ago, not two. If he doesn't know.....and the line about erasing advantage.... the chip won't come out until next year, how can that buoy something. AMD is taking a hit and K10 is two months away.

This is the kind of thing that gives me a "burn in hell" attitude.

Linkage!

 

[Periander]

ANd the funny thing is that even Yahoo! can't be trusted when it comes to these two companies. Here's a quote from a story about Intel and Nehalem, which by the way will only get Intel halfway (still on FSB) to AMDs tech.

Link please? Anand is saying otherwise:

Nehalem will no longer use a FSB but a serial point to point interconnect. Even more revolutionary is the fact that Nehalem will have an integrated memory controller (IMC) and that the number of serial interconnects is variable (Intel's version of "HyperTransport").

http://www.anandtech.com/cpuchipsets/intel/showdoc.aspx?i=2955&p=3

 

[CaptRobertApril]

ANd the funny thing is that even Yahoo! can't be trusted when it comes to these two companies. Here's a quote from a story about Intel and Nehalem, which by the way will only get Intel halfway (still on FSB) to AMDs tech.

FSB or DCA, the bottom line still seems to be that Penryn is a monster about to storm the castle and Barcy if it can come out in time to compete and if it can keep up performance/clock-wise and if it can be priced realistically and if AMD will still be the company we now know and "love" and not a private-equity sacrificial lamb cut up for its innards by then... 8O

Lots of ifs...

 

[CaptRobertApril]

BTW...

$12.98!!!! 8O

Edited for latest figure.

$12.96!

Penny stock anyone??? :lol:

 

[BaronMatrix]

ANd the funny thing is that even Yahoo! can't be trusted when it comes to these two companies. Here's a quote from a story about Intel and Nehalem, which by the way will only get Intel halfway (still on FSB) to AMDs tech.

FSB or DCA, the bottom line still seems to be that Penryn is a monster about to storm the castle and Barcy if it can come out in time to compete and if it can keep up performance/clock-wise and if it can be priced realistically and if AMD will still be the company we now know and "love" and not a private-equity sacrificial lamb cut up for its innards by then... 8O

Lots of ifs...


So there are no ifs about a chip not scheduled to come out until the end of the year?

 

[BaronMatrix]

BTW...

$12.98!!!! 8O

Edited for latest figure.

$12.96!

Penny stock anyone??? :lol:

And this with design win after design win. Is Wall Street mentally ill? Do people expect AMD to take 20% more share this week? Would they have to to get a break? Why did it ever hit $42 last year?

Obviously I don't understand what makes a company a good bet for growth.

 

[Wombat2]

AMD not releasing B benches while its share price collapses doesnt bode well for B's future performance.

 

[Twisted_Sister]

AMD not releasing B benches while its share price collapses doesnt bode well for B's future performance.

Yes, they need to do everything possible to prop up the stock price... if they're going to try to raise capital through stock issuance or convertible debt.