Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
wbmw - Agreed re: Sanders. His day has come and gone. He did manage to get AMD to a point where it could be a foundation for Hector's new endeavors, though; you do have to give him credit just for surviving against an incredibly tough opponent.
Paul
Keith - excellent analogy! Says CFO Bob Rivet, who worked with both men: "Jerry's style was home run or strikeout, with nothing in between. Either you had a great year or it was a flaming disaster. Hector's more process-driven. Now we worry more about getting men on base."
Sounds like Hector knows how to win games, not just innings.
Paul
Keith - Though in reality it's undeserved, Gateway probably still has a better image with the average American consumer than eMachines, so it may work out well for AMD.
Paul
Keith - except that perhaps Gateway might give AMD a better ASP than eMachines, since they will sell them for more than their eMachines? Since they're more and more in demand, AMD is in a stronger dealing position than they were when eMachines started making them.
Paul
mas - NIce! I wonder why the lowered Tcase(65C)?
HellraiserDK - 'bout time!! eom
smooth20 - No one sensible here thinks Intel is dead and gone. Goliath has fallen on his face, yes,and he will get up, but the killer stone is not yet embedded in his forehead, and probably won't be anytime soon.
Paul
DARBES - Yeah, the second it hits $100, I'm outta here!! ;)
Paul
yb - perhaps HP can use it to fund their Opteron infrastructure expansion. ;)
Paul
pfosse - Seems from what I've heard here and on SI that cache coherency traffic would be a major problem with such a system.
Paul
fpg - Yes, Ed's stand(contortions) should be interesting on this one! :D
Paul
yb - re: much better deal
for the user AND for AMD!
Not as good as the $800, but a huge improvement over past ASPs in that community, at least! Every little(or not so little) bit helps!
Paul
yb et al - This may be the watershed event to bring out the flow of enthusiasts waiting to get into Socket939/K8 systems. Criticize them as a stockholder all you want for being cheap and wanting to get something for nothing, but I think AMD will love to have all this "something for nothing" crowd they can get at 84mm^2 and $190 a pop(end user price of OEM @ newegg)!! Beats the heck out of selling XP 2500+s @ $85-90 end user price. :)
Paul
Edit: And just in time for them to work up some excitement and "treat themselves" for Christmas!! :D
C'mon, folks, let's get off guidance already! We can for the most part agree that the guidance situation is not ideal, but we clearly cannot come to an all-around consensus re: what the ideal is, and there certainly is no empirical way to measure/prove what method/technique is best for the stock/company , so the discussion is basically pointless, isn't it?
Paul
rupert1 - You don't think the study's author might have some influence on the conclusion, do you? Isn't Wyse involved in that sort of stuff, thin clients, etc?
Paul
yb- who knows, until they determine whether it or the graphics are the bottleneck? Maybe someone will OC both separately and clarify the issue.
Paul
Golfbum has been around here long enough to know that sgolds is no dummy - he knows what he's looking for and the issues to consider. It's a straw man, nothing more.
Yuri - I wouldn't jump to too firm of a conclusion just yet. I recall that there are a number of software packages(don't recall how many or how few) which have(had?) issues with AMD's NX bit as well. Give it a little time, if it's not the software maker's issue, it'll be revealed soon enough. I'm not necessarily saying it's not an Intel issue, just that it may take some time for the transition issues to work through - for both Intel and AMD. The rubber will meet the road soon enough.
Paul
Tiger64 - Exactly. More folks not taking responsibility for their actions/failures and trying to get out with what they don't deserve. They blew it as CEOs and ought to have owned up to it.
Paul
Yuri - because we live in an age of weasely, inventive lawyers and litigious, greedy people who refuse to take responsibility for their decisions(financial or otherwise), which makes a company vulnerable if they don't do everything that could be considered "reasonable" to inform people so they can make "safe" decisions with their money. A company has to do what it can to protect itself.
It may not be right(I don't care about the guidance either way personally), but it's reality.
Better guidance would qualify as doing everything reasonable.
Paul
Yuri, agreed, they may be better off not guiding if they can't do it better. But you well know that folks will always be clamoring for info, so they'd better get better at it, at least until they can consistently start beating consensus, or if they see what they know to be totally unreasonable consensus bandied about.
Paul
They knew enough 3-4 weeks ago re: flash to know that it'd be remarkable if they made up the shortfall. 20% ain't small potatoes.
Paul
rupert - I'd have to agree with you that AMD leaves a lot of room for improvement in the area of guidance. Granted, I don't expect theirs to be as precise and accurate as Intel's because of their different positions in the market, but I'd at least expect them to have a better handle on flash than they let on.
Paul
How much time, if any, is saved by a conversion(assuming the fab is suitable for conversion), rather than full new construction?
Paul
chipguy - re: "Without an I2 workstation chipset of
its own there was nothing Intel could do to encourage
competition to HP."
Funny, that sounds like an old AMD excuse!
Paul
jjayxxxx- I'll give it some thought.eom
DARBES - GOL ROFL!!
DARBES - You're pulling my leg! Anyone who finds as much good info online as you do can find the contest link( ;) ), though the contest site is still a work in progress.
paul
Now that the entries have been revealed, I realize I never went back to re-balance after the press release. Oi vey! :(
Never figured I'd win anyhow! ;)
Paul
It would also be nice if folks would do their own work entering the contest at epscontest.com instead of posting and expecting jjayxxxx to do the work for them. He's had enough work to do on the contest website - why can't people take the 5 minutes to do it themselves?!
:::::gets down off soapbox::::::::
;)
Paul
Edit: Oops, I just got to the post where jjayxxxx already dealt with the subject. BTW, your efforts are much appreciated, jjayxxxx!!
marcotte2000 - "SUNNYVALE, CA -- October 4, 2004 --AMD (NYSE: AMD) today announced that net income for the third quarter ended September 26, 2004 is anticipated to increase from the $32 million reported in the second quarter of 2004 despite slightly lower sales. The company’s prior guidance for the third quarter was for sales to be up moderately from second quarter sales of $1.262 billion."
http://www.amd.com/us-en/Corporate/VirtualPressRoom/0,,51_104_543~90883,00.html
If sales and revenues aren't the same thing, forgive me, you could be right.
Yuri - re: "No, he said revenue would be less than Q2."
Revenue less - yes, profits less - no.
DDB- re: Yahoo daytrading - LOL!
Taiwan notebook makers have their China plants running overtime
David Tzeng, Taipei; Steve Shen, DigiTimes.com [Tuesday 5 October 2004]
A number of China-based notebook PC plants belonging to Taiwan makers are currently operating 24 hours per day, in order to cope with a surge of orders from leading vendors, including Hewlett-Packard (HP), Dell and Acer, according to sources at the makers.
An additional factor in meeting demand is a national holiday in China, which this year will see many factories closed between October 1-7. However, Taiwan notebook makers are paying workers triple-time wages to continue working, the sources said.
According to China’s labor regulations, workers are eligible for double pay when working on Saturdays, Sundays and national holidays.
Some makers said they have had to ask employees to work overtime because fourth quarter orders have increased 10-20% sequentially.
A number of uncertainties, including the delay of Intel’s new chips for notebooks, inventory issues, LCD-panel prices, escalating oil prices and rising interest rates had dampened demand for notebooks in the third quarter, the sources stated.
However, demand started to surge recently amid declining LCD-panel prices, planned October price cuts for Intel Pentium M CPUs and an increasing supply of Advanced Micro Devices (AMD) 64-bit CPUs, the sources stated.
http://www.digitimes.com/NewsShow/MailHome.asp?datePublish=2004/10/5&pages=A1&seq=1
dual core stuff
http://www.eet.com/semi/news/showArticle.jhtml?articleId=49400814
The processor design also consists of hardware pre-fetch enhancements. It also has 10 new SSE3 instructions. It also includes four write combing buffers and power savings features in the C1/C2/C3 states.
"The dual-core part is in our labs and will be sampling soon ," McGrath said. The company expects to introduce dual-core chips for the one- to eight-socket server and workstation market in mid-2005. Dual-core processors for the client market are expected to follow beginning in the second half of 2005, according to a presentation by the company.
fpg - re: "I missed the memo stating it was open-season with the name-calling.
I see this a lot from the Intel crowd lately."
Often it is a useful indicator. "Dog the 'droids when AMD's doing well" and all.
Paul
Tiger64 - And sales do not equal profits. Profits are up. I can think of worse problems to have.
Paul
Jerry R - Perhaps in your reality.
If they put out a press release saying such at this point in the cycle, they've got a reason for it, and it's not because they're looking to get sued.
I'm not saying things are perfect or anything, I'm saying the profit increased, which is what it's all about, isn't it?
Paul
DARBES - Amen to that!
Goodness! Does anybody actually read what they wrote?
(bold emphasis mine)
SUNNYVALE, CA -- October 4, 2004 --AMD (NYSE: AMD) today announced that net income for the third quarter ended September 26, 2004 is anticipated to increase from the $32 million reported in the second quarter of 2004 despite slightly lower sales.
Paul