Predict AMD's Q4 Earnings ... go on !!

[Chad Boga]

Good to have you back Jenny.

It's not as though she ever Ohreally left.

 

[Reynod]

um ...

 

[fazers_on_stun]

What I wanna know is - what fabulous prize will THG award to the best guesser?? And I don't mean no stinkin' hammer or brown pimple next to the avatar! 😀

 

[JAYDEEJOHN]

How bout a brown hammer striking a pimple?

 

[fazers_on_stun]

How bout a brown hammer striking a pimple?

Er, a bit disgusting not to mention messy..

How about a free i7-975 system 😀?? Or is that also disgusting and messy??

 

[verndewd]

Er, a bit disgusting not to mention messy..

How about a free i7-975 system 😀?? Or is that also disgusting and messy??

yes and no 😀

 

[TechnologyCoordinator]

$490 million profit for the 'product company', $270 million profit overall.

Yes, but are you gauranteeing that? Or just saying it?



I'm very excited for earnings because either JennyH will be putting her foot in her mouth, or I will be!


All in good fun Jenny.

I predict that AMD, the ticket symbol, will lose between 75 and 125 million. I don't think that AMD needs to break even, I think that anything less than a 100 million loss is significant progress and good news. I predict AMD will break even in Q3 2010 and I also predict that they will profit for the year 2010 overall.

 

[Hellboy]

Yes, but are you gauranteeing that? Or just saying it?



I'm very excited for earnings because either JennyH will be putting her foot in her mouth, or I will be!


All in good fun Jenny.

I predict that AMD, the ticket symbol, will lose between 75 and 125 million. I don't think that AMD needs to break even, I think that anything less than a 100 million loss is significant progress and good news. I predict AMD will break even in Q3 2010 and I also predict that they will profit for the year 2010 overall.

wooooo TC how ya doing buddy, long time no see

 

[jimmysmitty]

Da baby takes up a lot of his time now.

Kids - the anti - PC.......

😛

 

[Hellboy]

yeah dont remind him

hey i got three kids and i still find time

 

[Reynod]

I have four kids ... five if you count AFG.

 

[hell_storm2004]

Loss of something around $100 million.

 

[jennyh]

This one is gonna take a bit of figuring out.

Revenues are 'good' if not spectacular.

 

[fazers_on_stun]

yeah dont remind him

hey i got three kids and i still find time

Time for what - making more kids?? 😀

Now that my son is almost 3, we find locking the bedroom door is a big plus for romance! Well, that & watching the occasional porn on the lappy! 😗

 

[jennyh]

I'll assume thats an AMD laptop, as intels cant play movies properly. 😀

 

[verndewd]

:lol: :lol: :lol:

Time for what - making more kids?? 😀

Now that my son is almost 3, we find locking the bedroom door is a big plus for romance! Well, that & watching the occasional porn on the lappy! 😗

:lol: :lol: :lol:
Too much info Glad we arent neighbors i wont be drinking the image out of my head and cursing at you 😀

 

[fazers_on_stun]

Q4 profit was 1.18B. Factor out the 1.25B Intel payment and that leaves a loss of 70M. Jenny is right in that revenue exceeded expectations, but ASPs were down.

 

[jennyh]

Q4 profit was 1.18B. Factor out the 1.25B Intel payment and that leaves a loss of 70M. Jenny is right in that revenue exceeded expectations, but ASPs were down.

I'm still waiting on the balance sheet to figure out where the money was spent. It could well be that AMD spent a lot more on TSMC or something, negating the graphics revenue for pure market share.

On $1.65bn revenues, AMD should be making a clear profit that is for sure. Chances are the money was spent before it came in, because they already knew that the intel money would ensure a black quarter.

 

[fazers_on_stun]

I'll assume thats an AMD laptop, as intels cant play movies properly. 😀

Close - HP lappy using an Intel dualcore with an AMD 4650 although I'll have to doublecheck the latter 😀.

 

[jennyh]

ATI came in at $427 million, which while good isnt as good as it should be. I gave $450m minimum so I was a little bit out there.

"Chief Executive Dirk Meyer said supplies of graphics chips were "heavily constrained" in the fourth quarter.

"We could have done a lot more business were we not so," he said during a conference call to discuss the results. "

Revenue climbed 42%, to $1.65 billion. In October, AMD predicted revenue would be "up modestly" from $1.4 billion in the third quarter, above analysts' then-estimate.

Gross margin rose to 45% from 23%, also above expectations.

 

[fazers_on_stun]

I'm still waiting on the balance sheet to figure out where the money was spent. It could well be that AMD spent a lot more on TSMC or something, negating the graphics revenue for pure market share.

On $1.65bn revenues, AMD should be making a clear profit that is for sure. Chances are the money was spent before it came in, because they already knew that the intel money would ensure a black quarter.

GF lost 105M according to what I read. And ASPs were up compared to last quarter - down to Q408.

I'll wait for the conf. call transcript to read.

 

[jennyh]

And jeez what an unsatisfactory ending to what should have been a blaze of AMD glory.

Oh well. Intel bk 2011 guaranteed? 😀

 

[TechnologyCoordinator]

Wow, so they profited. Even if it was due to the Intel settlement that still means...

Means....

Means...

That I was....

And that JennyH was....

And that all that JennyH bashing I did....

And my signature....


GOSH FREAKING DARN IT.


Here it goes...

I, TechnologyCoordinator was wrong. JennyH, was right. I TechnologyCoordinator hereby formally and publically put my foot in my mouth.

JennyH, you were right. Please accept my sincere and humble apology.

 

[jennyh]

GF lost 105M according to what I read. And ASPs were up compared to last quarter - down to Q408.

I'll wait for the conf. call transcript to read.

$105m is less than last quarter. CPU sales up 14%, GPU sales up 48%.

$250m extra revenue has to have gone somewhere, there must be at least $100m extra spending over q3.

 

[jennyh]

Wow, so they profited. Even if it was due to the Intel settlement that still means...

Means....

Means...

That I was....

And that JennyH was....

And that all that JennyH bashing I did....

And my signature....


GOSH FREAKING DARN IT.


Here it goes...

I, TechnologyCoordinator was wrong. JennyH, was right. I TechnologyCoordinator hereby formally and publically put my foot in my mouth.

JennyH, you were right. Please accept my sincere and humble apology.

Nah not really. AMD already made a profit last quarter. Tbh, that one felt more like a real profit than this one did.

Anyway, it's not about being right or accepting apologies, I just want AMD to make money and stay in the game else we'll all suffer.