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wbmw, to get back to the point: Attractive pricing for X2 compared to C2D could lead to increased X2 share and better margins. Besides, costcutting is not as effective in a capitalintensive sector.
I'll bet you anything that Sempron is still >50% of AMD's processor output. It's not a question of best price/performance. Sometimes, it's just a question of price, and both Celeron and Sempron are high volume sellers for markets that do not require a lot of computing power. For anyone interested in simple email and web-browsing, a Celeron 420 (1.6GHz, 35W TDP, street price of $38) or Sempron LE-1100 (1.9GHz, 45W TDP, street price $35) would offer adequate performance. Pentium 4, on the other hand, is an EOL product, and irrelevant to any current comparison.
I don't know what percentage sempron is but I can buy an X2 3800 for 55 euro's after tax (at my regular shop, not some vague internet seller). That would make it dumb to buy a sempron or comparable.
While writing this reply I checked the website of my shop and discovered they're not even offering Semprons anymore!! The cheapest cpu is an Athlon64 for 39 euro's and even that is probably just a service article because it's S939. Apart from that, the X2 3800 is the cheapest amd cpu they've got.
The Celeron 420 is 35 euros and it matters quite a bit if you've got Intel IGP or ATI/AMD and Nvidia IGP.
The cheapest Core2Duo (2.2) is 113 euro's so I'd say entry levels X2's are a steal. If you look at current pc use everybody needs a multicore. You need a virus scanner, a firewall, some adware protection and whatnot to run in the background.
Try running full system scans with a singlecore, once you've gathered a bunch of files, couple a hundred gigabytes these scans run for several hours.
A smart shopper would thus turn to AMD for every cpu below 100 euros.
That's not the right question. The right question is how much AMD will have to lower costs to be profitable given the amount of market share they can command with their current parts?
That's not true. Right now an informed buyer would buy CoreDuo or X2 or better. Buying a sempron or celeron or P4 would be dumb. The high performance market is not really attainable right now but in the mainstream X2 is a pretty competitive cpu. That means that CoreDuo and X2 are interchangeable depending on price. Intel mobo's are still more expensive and at the same time they have crappy IGP.
Cray up 13% AH.
So revenue and GM are higher but if the total loss has to be made up for in extra revenue then they're not there yet. That would take 226 divide by 41 % GM which is 551 million.
I,m still missing 50 million between operating loss 226 + charges 120 = 346, not 396.
Still, the stock is up for the day and in AH too. That guy should have bought after all, crazy stock!
Financial Earnings Release for Third Quarter 2007
AMD announces its Q3-07 earnings after market close on Thursday, October 18, 2007.
Anyone care to voice their expectations? And don't tell me they made a loss, that should be pretty clear.
You Intel guys seem to be extrordinarily vitriolic, why do you spend such an amount of scarce (or is it, for you?) time on the board of an insignificant foe?
Maybe the margin fight wasn't such a good idea after all?
Get a life
AMD launches the Radeon HD 2000 series of GPUs
By Jon Stokes | Published: May 14, 2007 - 01:36PM CT
Today, AMD launched its much-delayed HD 2000 series of GPU products, all of which are based on the same unified shader architecture that powers the Xbox 360.
....
The HD 2000 series also carries the dual burden of being a GPU and a platform for AMD's "stream computing" ambitions, a fact that makes the software side of the HD 2000 quite interesting and worth spending some time on.
more...
http://arstechnica.com/news.ars/post/20070514-amd-launches-the-hd-2000-series.html
It's an interesting view, basically he says the GPU needs specialized code to shine.
The 90 nm is a mature process and the 65 nm is not so there will be further improvements.
Perhaps you should switch to decaf before posting. It messes up the congenial approach to discussion that we're used to here.
Yeah, and then he won't have to wipe the spit off his screen every ten minutes
jhalada,
you'd expect they'd have learned by now, it seems to me that that is nothing outrageous to expect from THE big OS company.
there is no upgrade path to vista x64; not from xp 32 and not from xp 64.
Nice, msft.
Tenchu, the value (and appreciation)of the property people posess influences their general outlook.
Joey Smith,
Did you puts expire yet?
wbmw,
You used to be pretty objective at times but the longer intc shareprice stays immobile, the more actively you bash amd (not just you btw, if the shoe fits...). Maybe you should find other investment opportunities.
Joey Smith,
Ahhh. AMD is the perfect momentum stock to play
So play it, and don't forget to notify the board about your transactions.
plyngso, maybe amd can do better than TSMC.
Comb,
Looks nice, for those interested:
http://www.sun.com/sunray/sunray170/
I think sony has a pc built in a widescreen TFT but it's pretty expensive like most sony pc's.
CombJelly, I saw a pretty small HP business pc at office centre, it was about a third the volume of a regular tower/desktop and I think it had a turion cpu.
plyngso, was that possible? Many posters here have migrated from Raging Bull but I think that was because of crappy servers.
Investor Village signs up AMD Yahoo refugees
http://www.theinquirer.net/default.aspx?article=34329
There's no stopping AMD, AMD man claims
Sheesh and kebab
By INQUIRER staff: Tuesday 12 September 2006, 09:48
TOM FOREMSKI has been exposed to Henri Richard in Sunnyvale and is showing all the signs of still reeling from the encounter.
more...
http://www.theinquirer.net/default.aspx?article=34305
AMD offers a virtual IT experience
Bring it on Henri
By Adamson Rust: Tuesday 12 September 2006, 10:34
CHIP FIRM AMD is offering a web site where you can figure out what server virtualisation or power is all about, it reckons.
http://www.theinquirer.net/default.aspx?article=34306
EU rolls German complaint into Intel antitrust case
Media Markt furore
By INQUIRER staff: Monday 11 September 2006, 18:28
INTEL CONFIRMED THE European Commission extended its antitrust case to include a case involving Media Markt which first emerged in July in the Financial Times.
more...
http://www.theinquirer.net/default.aspx?article=34298
And mediamarkt is huge, not just germany:
http://www.mediamarkt.com/
Europas größter Elektrofachmarkt für Consumer Electronics mit über 200 Megastores in 9 Ländern. Europe's largest retailer for consumer electronics, ...
alan81,
All of the product we are seeing in the channel right now was RISK output... wafers started before Intel knew the resulting product would be sellable. It appears to me they were willing to take a pretty big risk, that seems to have paid off.
Intel was desperately looking for a way out of the hole they were in, do you think they wouldn't risk a bunch of wafers? Keep producing P4's or nothing until they were sure the process was good? I don't think so.
mas, sounds good but I'd still like to see some product/samples.
Hi Bruce,
The new socket is AM2, there's an article here:
http://arstechnica.com/news.ars/post/20060411-6581.html
If you consider quadcore that socket might be better since intels bus won't be able to keep up.
Yes, it is sorta difficult to grasp since
- people are used to seeing 300-400 dollar pc's
- most people already have more cpu cycles than they can eat
- most people interested in dualcore probably already bought one
Don't expect salvation from the top of the line category, that's not where the volume is.
wbmw, I see no reason why there would be a larger percentage of buyers willing to buy expensive parts now compared to before. It's not like they were starved for cpu power.
wbmw, obviously you like to think the conroes are selling like mad in large volumes. I've read most posts but it's getting a bit stale now. I'm content to wait and see.
wbmw, don't forget w.r.t. the 4mb cache versions that the group of customers willing to pay 300+ dollars for just the cpu is rather limited. That was true for AMD and is also true for Intel.
wbmw, it's clear by now what conclusion you like
Reseller Mike, thanks for your snapshots, people are free to draw whatever conclusion they like from it.
wbmw, 49K a week comes to 2.5 million a year, that's a respectable amount.
Sales of Intel's Core 2 Duo chip seem slow take off
Price, availability are hurting Intel in the pocket
By Mario Rodrigues: Tuesday 29 August 2006, 13:13
....
What was clear from both events was that Intel had hit gold with its Core 2 Duo processor. Unfortunately, more than a month has passed since the official reviews, and for some, Core 2 Duo chips are still very thin on the ground.
....
http://uk.theinquirer.net/?article=34015
avatar, interesting article, the guy might have a point looking at the cost of modern fabs. There are foundries but they're not really cutting edge.
Most of the information was already available for quite some time, funny how suddenly the quarter drops and the stock starts to move.
For the AMD investor it's been a nice week no matter what they say, up 20 %, not too shabby. Any thoughts on the reason for the jump?