AMD tanks? But sales are great!

[JAYDEEJOHN]

If I just went out and spent 5 billion dollars on a company..stop and think...5 BILLION and then decided...nawwww I dont wanna use that company and all its profits...well ok maaaybe in a brand new tech,maybe even tho Ill have to change EVERYONES mind WHENEVER and IF this tech comes thru (fusion)then Ill EVENTUALLY start making a lil money.ATI is going to be making gfx cards with the ati logo for awhile sheesh.AMD didnt spend all that dough for nothing for alot of maybes sheeeeesh.I agree with you,and its sooo obvious too

 

[CaptRobertApril]

I dunno. This doesn't look like an overly healthy stock chart since the ATI buy to me!

 

[sandmanwn]

wonder how many major corporate buyouts actually drive stock prices up?

wheres jack when you need him?

:?:

 

[weskurtz81]

I wonder if the AMD stock fall has anything to do with Conroe? Seems unlikley that a strong buyout, coupled with strong performance from the AMD products would yield the same results.

Which leads me to say, the stock performance is on par with the product performance.

wes

 

[CaptRobertApril]

the stock performance is on par with the product performance.

Nice one!

 

[weskurtz81]

I am sure you know what I meant by this, product performance in relation to Conroe.

wes

 

[CaptRobertApril]

I am sure you know what I meant by this, product performance in relation to Conroe.

wes

I dunno, that stock chart sure looks like AMD's competitiveness with Intel! :lol:

 

[weskurtz81]

yeah,

atm, they are not competitive with Intel, the only thing they can do is lower prices.

We were on the same page.

I just don't think the ATI purchase, adding a company that is competitive and making money, and has a strong foothold, as well as is worth close to the same amount as Nvidia, should cause AMD stock to drop, I think the AMD stock dropped simply because of AMD cpu performance, and future market outlook.

wes

 

[CaptRobertApril]

Of course. Look at it from a savvy Wall St. investor standpoint. AMD took on more than they could chew with the Dell deal, Mike's backing out on several hundred thousand orders, they're getting trounced by the competition, their latest launches have erectile dysfunction and the $5billion viagra ATI has proven to be a placebo. Where are ya gonna put your $$$? 8)

 

[weskurtz81]

Signing off for the morning, take it easy.

wes

 

[shinigamiX]

Article:

"AMD Sees Steady Growth in All Computing Segments"
http://www.dailytech.com/article.aspx?newsid=5358

There seems to have been a lot of talk in the forums about AMD tanking lately, now that their architecture is the older one on the market. It seems their sales haven't been hit at all, though. I don't think any talk of AMD having difficulty riding out the current "crisis" has merit given the sales record over the last two years.

Now that they're beginning to transition to 65nm, they can finally start to come closer to meeting the demand for their product, so they will probably manage to get sales increases again over the next year. I would hold on to stock if I owned any.

I think the market numbers show that brand recognition counts for a lot. Even though I would certainly choose the C2D over the X2 if I were spending more than $200 on a processor, in the non-computer-geek world AMD is finally as recognised as Intel.

I think if we look at it around 2H 07/3Q 07, the numbers will reflect C2D's erosion into K8's sales. It may not be huge, but IMO, i think it will be there plainly to see. Until K8L comes out, C2D will steal back some of the DT marketshare.



What you seem to be forgetting is that even now several Intel fabs are STILL churning out NetBurst. There could only be small gains since AMD is now almost 30% of Dell's shipments. As the China deals start to genrate revenue, that will gain AMD more share.
Is Intel really still manufacturing P4s? I'm not trying to discredit you, but where did you see that? I'm very curious as to why Intel would to that. To replace Celerons? To Satisfy consumers who want Gigahertz?

 

[CaptRobertApril]

Signing off for the morning, take it easy.

wes

As an old ho I used to know always said: "Have a goo one!" :lol:

 

[CaptRobertApril]

Apparently Intel is still manufacturing NetBursts. There was a post about this a couple of days back. I'm too lazy to search though... 8)