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Apparently you know nothing of PSO. He's actually not an engineer at all, read his bio. Having personally met him multiple times and been in meetings where he is participating I can state unequivically that he is absolutely strategic in his thinking.
If you don't like the stock prospects then sell and make money elsewhere rather than p***ing and moaning here. If you bought at $50 take the losses and get over it and use them to offset your future gains.
gb
Win8 did make some nice changes in areas other than the UI.
It takes a while to find out about them since everyone is debating the UI. Performance and security improvements are two that come to mind.
gb
Like many others I'm baffled by the huge tile interface for the desktop. I understand the need for it in small formfactor limited dsiplays but why would I want this on my office display.
I don't even want it on any of my home machines all four of which run 24" displays to be able to provide the info density I've come to expect.
I can't see any corporation ever running Win8 on the majority of their machines. I'm staying put until sanity returns. Win7 works just fine.
Yet I'd really like the "under the hood" performance improvements that Win8 has brought. Likely Win9 for me. I think corporations will make this happen.
gb
ok, i'll bite...what does this mean?
gb
What's the delisting criteria for NYSE where AMD is listed?
If you believe in support levels where is the next one for AMD?
gb
Better to ask Yasso.
gb
Well folks come from all over. Handicaps into the 20s+.
Lots of fun!
gb
Dinner at Carl's is worth the trip alone!
gb
If either of you are still in the CA area consider joining the Golfbums for the great field vs. factory tourney in Tahoe area each June. Jim Yasso is one of the team leaders.
gb
left on voice mail no less! first thing i heard that morning!
roflmao!
gb
we could use hank o'hara's old exhortation. not exactly p/c...
jim
IMO the best course for Intel is to set a plan, communicate it, execute to the plan and let the analysts eat crow...eventually.
Managing the stock price or PE ratio doesn't increase shareholder worth, just the perception thereof.
The "grind the bastards down with process technology' approach is a great one whether focusing on lower power or higher performance and is a key differentiator of Intel vs anyone else.
It takes time. Distractions and naysayers will occur in the meantime.
gb
Manage stock price = AMD
Manage company = INTC
I'll take the latter anytime.
gb
Koog I joined Intel in June '82. Retired in 2000.
gb
I don't pretend to know. SA mentioned outsourcing some of engineering. Seems rather dangerous to further fragment responsibility when facing a monolithic intel juggernaut.
Fab-lite? Eng-lite?
BOD has to be shopping this lipstick-smeared pig big time by now.
Who bought 84M shares today?
gb
gb
If SA is correct that a nearly 1/3 of engineering will be hit then there's obviously some serious product line rethinking underway. They'll need to cut some product lines.
gb
SA: AMD layoffs target engineering.
30% in engineering
10% total AMD
ATI/Markham major target.
http://semiaccurate.com/2012/10/12/amds-layoffs-target-engineering/
gb
Now 3x avg daily volume. -12%
gb
Possibly Claflin...he's got the ego for it. Not sure about his williness to do work at this point.
gb
The obvious solution is to hire more ex-IBM execs.
gb
I wonder if Mubadala is adding to their position?
gb
AMD: Falling knife? I wonder who is buying the 50m shares at -10%?
gb
Bigger, more expensive to make, not subsided by carriers, lower volume. All could be reasons.
gb
With the framentation in implementation in the ARMy phones it doesn't surprise me that updates are infrequent and uneven.
Intel's platform approach and likely more uniform implementation may result in a better customer experience through easier updates.
gb
cha-ching...
Supports my point that their business model is comprehensive not merely "vertical." Intel just building phones isn't going to compete with that. I think Intel should just keep doing what it does best and plow ahead with their incredible and increasing technology lead.
It will wear the others down...
gb
AMD management is starting to look like the old exec staff of IBM. Look how many execs and board members are from IBM and I think you'll see that they'd have to fire all of themselves to make a difference.
I have no idea where they're going.
The whole HSA thing is a big hail Mary destined to fail. I found it hilarious that TI is listed as a member given recent events.
They really lack enough resources to excel at more than one thing at this point and Intel's design and process synergy keeps putting AMD further and further in the rearview mirror.
I noticed in their latest warning they lowered their expenses again. I wonder how they did that?
gb
I'm sure we'll hear the word "execution" over and over...
gb
Look at the various Apple revenue streams on the iPhone.
First they get the price of the phone itself. The carriers subsidize the price to the user so Apple gets more than that.
Then they licence the damn connector!
Then they get a chunk of every app sold due to the app store.
Plus lots of Apple addons with the Apple logo on them.
I'm sure they don't lose money on the phone but it's the rest of the stuff that likely really makes the profits since the COGS is very low on a damn license!
gb
AMD Irrelevant:
http://blogs.barrons.com/techtraderdaily/2012/10/04/amd-mkm-ups-to-hold-still-close-to-irrelevant/?mod=yahoobarrons
Note the final conclusion.
gb
HSA silliness:
http://semiaccurate.com/2012/10/04/qualcomm-is-the-last-big-soc-vendor-to-join-the-hsa-foundation/
Note that TI (formerly of mobile fame) is on the "list".
gb
If the slowdown continues it will be interesting to see what Intel does with capacity and pricing. Obviously they can move some potentially idle capacity to the next node. But will they run the remainder well loaded and price the product to move and take what little share AMD has remaining?
AMDs only remaining niche is "cheap" which could be at risk.
gb
Speaking strictly of phones and tablets rather than embedded.
gb
I only now count three ARM guys left: Apple (captive), Nvidia and Samsung. Who else did I miss?
gb
If you have ever heard PSO or ASG in a company meeting their tone and manner is nearly identical to their manner when speaking before an external audience.
If Rory Read is anything like the person he appears to be in the quarterly investor calls I'm surprised there is anyone left at AMD.
gb
A special announcement in the springtime has been the venue for process magic lately.
gb
Is there some reason I would want touch on a laptop that isn't a convertible or tue tablet? I can't think of one.
gb
A lot of silliness in that article. How does AMD remain profitable while continuing to lose share of existing markets? Exactly how does AMD continue to cut costs? What magic is used to blend the internals of their APUs? Where are mobile products coming from?
Seems like "faith based investing"...
gb
More specifically I see nothing in their public biz plans other than "make cheap stuff" and a hail Mary hetero computing nonsense. As a result with nothing to counter IB celerons at the bottom and Haswell elsewhere in traditional areas and no credible mobile plans at all I think they become nothing more than a cheap buyout target rather soon.
I wonder what RR and the BOD are really considering.
gb
Somehow I don't think $3.65 will be the "bottom."
I wouldn't be at all surprised by a number that begins with a 2 in the next six months.
gb
For every seller there's a buyer. I wonder who bought AMD when they were down 3.5% on 2x ADV yesterday?
gb