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wbmw,
but IMO what they (AMD) are proposing would take a breakthrough to enable, and it doesn't sound to me like they have found one today.
At this point in time if you are an AMD investor, your only hope is that they are holding back something or have some sort of breakthrough in the works. That and the affect of Dell on earnings are the only catalysts keeping this stock up. If they are all talk and there is in fact no "breakthrough" or no "sandbaging", then I don't think even a positive Dell influence will help their stock.
I find it ominous that 75% of AMD is owned by insitutions, of which 19% is held by AXA and 10% by Openheimer. Hope no one yells "fire" in that crowded theater. Even worse, AMD has been diluting its stock at a tremendous rate recently. At AMD's dilution rate, Intel would be over 10 billion shares outstanding. Clearly the most important driver for AMD is its stock price. It is the driving force that keeps AMD in the game. When Sanders said we like to use other peoples money he was evidently talking about AMD stockholders.
IMHO
herb will,
We were unable to confirm whether these are 65nm or 90nm CPUs at press time, but you could bet that they are top-of-the-line 90nm SOI. The second generation of 65nm will come in Q1'07 and then all the wonders of AMD's latest transistor generation will become standard in 65nm production as well.
Wow is right. For AMD a generation is a span of one month! Damn (or is DAAMIT?) that company inovates.
IMHO
Reseller Mike,
Playing the devils advocate...
Couldn't the processor info added in v1.36 include "Brisnane"?
If true, then the overclockability to 3.5G is certainly
good news.
Actually, what I find "false" about the image is that it says that Brisbane is a Rev F part. My understanding is that AMD 65nm parts are Rev G.
http://img377.imageshack.us/img377/8012/bris01vt5.jpg
Unless I am mistaken, or something else we do not know about.
IMHO
GordonH,
Seems a little strange for amd to be getting a 2006 award for a chip that isn't going to be launched until 2007.
Right on cue,
http://www.investorshub.com/boards/read_msg.asp?message_id=15312488
Looks like I am not the only one wondering what gives?
IMHO
while at the same time spinning
Speaking of "spinning", check this out (thanks to KeithDust2000):
"Get that story pulled", AMD spinner demands
http://uk.theinquirer.net/?article=36169
Gotta hand it to AMD, they realize the critical importance of the media and public relations plays in their success. Given its current product offerings they need "spinners" more than ever.
Q. Do these firms pay "pundits/media" to gain the positive praise their clients desire in a press release? I find it interesting the list of companies who put their reputations on the line to shower praise on AMD's recent Quad FX, for example.
http://biz.yahoo.com/bw/061130/20061129006088.html?.v=1
As it turned out, a consensus "disaster" of a product.
IMHO
chipguy,
it reminds me how movie studios with a turkey
on its hand will now simply not let critics review it
before hand.
Well, as you no doubt know, Jerry Sanders is no stranger to Hollywood.
IMHO
KiethDust2000,
I said buying ATI was all about gaining critical mass, and this is part of it.
Is that mass all muscle or body fat? ;)
BTW, did you notice the footnote? The 90% increase is mainly due to the addition of ATI revenues. And even those revs are projected to be higher than what will be reported. Not nearly as impressive as they make it sound, if you ask me. You think Wall St is so gullible?
From your linked article: However, the addition of ATI’s revenue was a more significant factor behind AMD’s near-doubling in sales for the year.
IMHO
Intel Core Architecture Pushed Out to Comms Apps
Chip giant Intel Corp. today detailed a number of communication server building blocks aimed at improving performance, value and choice for telecommunications equipment manufacturers as well as allowing computing tasks such as call control, mobile location services and subscriber billing.
Intel’s NetStructure MPCBL0050 Single Board Computer is the company’s first AdvancedTCA (ATCA) blade server based on its Core microarchitecture.
http://www.edn.com/index.asp?layout=article&articleid=CA6396976&ref=nbednnenews&industry...
Good sign that Intel's latest and greatest chips are now in position to conquer new territory.
IMHO
KeithDust2000
Fleck spent more than $550K to purchase AMD stock in the market above $22 per share last month. My interpretation of that is that he thinks it´s worth it.
Fine. That is not my interpretation. The way I see it, there is nothing special about a director maintaining a certain amount of stock in the company he represents. He had the same amount in ATI. If he increased his holdings with respect to what he had at ATI, it would be a different story.
As for Topfler, now that is noteworthy. However, most investors realize the Dell deal is a positive for AMD and have invested accordingly, independent of what Topfler is/was doing.
IMHO
KeithDust2000,
IMHO, I already commented on all of the transactions in question and more, on this board.
Yes, I do recall you making cautious comments about Hectors recent activity. My comments where targetted more to the general investor and not specifically to you and I wanted to make a more balanced interpretation of the insider transaction.
IMHO
KeithDust2000,
Yet another insider buying
The insider is a former ATI director, now an AMD director. Before the aqcuisition, he owned 25,000 shares of ATI and 0 shares of AMD. Now, he owns 25,000 of AMD and 0 shares of ATI.
I can think of more bullish purchases, but then again, I am biased. I do'nt know about the other insiders you said made purchases in November, but I suspect something similar.
More significantly, this time last year(10/27/2005), Hector excersized a fraction of his options in building up a position in AMD. This year(11/16/2006), Hector has liquidated his entire option position.
http://holdings.nasdaq.com/asp/Insider.asp?FormType=Insider&HolderName=RUIZ+HECTOR&strFilter...
IMHO
drjohn,
Justice Department subpoenas AMD over graphics
Did'nt our resident AMD investing guru's suggest Intel maintain artificially high prices on Core2, thereby maximizing profits for Intel (and lining AMD's pockets in the process, as well?) wink, wink Perhaps now they will understand that such bad, illegal behavior is not advocated by Intel. Oh yeah, there is the possibility they are totally innocent. Tsk, tsk.
Let's see ATI has been full of surprizes since beeing aquired. They immediately announce ~130 million rev shortfall, and now they have the Fed's breathing down their necks. What's next? We may find out Dec 14.
DAAMIT == RAAMIT ;))
IMHO
KeithDust2000,
I´m not going to post anything on the "quad fx" as it is quite simply a non-event.
AMD investors wish it was a non-event. Apparently, for what you term a non-event, a handful of internet sites wasted quite a bit of time testing it out, not to mention AMD itself issued a press release. Yeah, you're certainly free to close your eyes and hope it all goes away...
The reality is AMD entered the ring and was decked. I think "mindshare", "perception" and "reputation" have all taken a turn for the worse for AMD, based in this "non-event." On the bright side, they are not dead. They can lift themselves up and continue fighting.
IMHO
AMD being sued by OPTI
What goes around comes around. I was going to post on the AMD thread, but MAS says the only time I show up there is to spread FUD. He would be right. For the AMD faithful, ignoring "facts" sure hides "uncertainty" and "doubt".
http://biz.yahoo.com/ap/061116/opti_amd_lawsuit.html?.v=1
The pattents in question concern "predictive snooping technology". Is this of any concern to Intel investors?
IMHO
chipguy,
Kind of ironic symbolism, AMD's graphics division targets
Apple PowerPC legacy users
Funny, no one representing Apple is quoted in the press release? I wonder why that is? Must be because Apple is so proud to partner with the likes of AMD-ATI-NOT!
IMHO
Sarmad,
We're getting a downgrade or two every week. Today there's another one. I think this one is from Bernstein.
You are correct. The same Sanford C. Bernstein that is owned by the AXA Financial Group, the largest by far owner of AMD stock.
http://www.nasdaq.com/asp/holdings.asp?mode=&kind=&timeframe=&intraday=&charttype=&a...
http://www.axa-financial.com/pressroom/2000/062000.html
Not that it matters any...
IMHO
mas,
I never saw it on the homepage in the first place and homepages change all the time anyway. You provide nothing on this board but misleading anti-AMD FUD as befits the Intel fan/investor/employee you are.
Tisk, tisk. Mas, you are not going spastic on me, are you? I even went out of my way to put smilies. Well, it is your opinion what I provide to this board. Someone like you who boasts technical savvy could easily verify what was on their homepage. I will show you:
before http://72.14.209.104/search?q=cache:vxIxy9uG7_UJ:www.ati.com/+ati+amd+crossfire+best+gaming+PC&h...
now http://ati.amd.com/
See I do more than provide FUD. You just ignore things mas. Let me recap. AMD says one thing, which you believe. AMD does another thing, which you ignore. I point this out. I am a FUD-ster and you; you are never wrong.
IMHO
mas,
AMD is welcoming ATI's Intel business unlike Intel.
That is your opinion, in the face of evidence I showed that suggested AMD is doing otherwise. It is easy to say things, like "I am fair, I am good, they are not". That is what AMD is saying. That is what you are believing. But I showed you what they did. They removed an endorsement of Intel on the ATI homepage, effectively denying consumers with a better Intel product.
I provide links, you provide opinions. Opinions that have not and will not change, no matter what evidence is presented to you. That is OK mas. We all know what you don't ;)
IMHO
mas,
Nope that is just AMD sticking by its word and not denying ATI users the Intel option. It's called integrity
Now, now, mas. There are better words for it than that.
From the Inq link, Someone just removed the direct link at www.ati.com where AMD endorsed the "Best Gaming PC" 2006 powered with Core 2 Duo, an Intel CPU.
Tisk, tisk. A front page endorsement relegated to the lower layers of ATI's web site, all because AMD has something called "integrity". LOL ;)
IMHO
mas,
Bully up to his normal tricks
http://www.siliconinvestor.com/readmsg.aspx?msgid=22941485
From the article,
Ruiz - "Intel is keeping customers from buying Ati products"
Hmmm? According to this appropriately titled article:
AMD recommends Core 2 Duo
http://www.theinquirer.net/default.aspx?article=35329
Ouch!
Sounds like what Ruiz is complaining about is that they now realize they own a "lemon" and the left hand knows not what the right hand is doing. Translation: "we're screwed, start blaming Intel." Expect more good news on Dec 14.
IMHO
sgolds,
Of course, there is also Opteron. 'Nuff said
Is that the same Opteron that went from double digit Q/Q growth to "single" digits in the recent quarter? Maybe because it was up against bleeding edge technology like the "Netburst" mArchitecture? ;)
IMHO
CombJelly,
I have a very good grip on reality
Fair enough.
BTW, AMD, yesterday, filed an 8-K with the SEC concerning its loan agreements with German banks, etc. I have not seen anyone comment. Any ideas on if this is a good thing, bad thing or don't care for AMD? Is the stock perfomance today in any way related to this?
http://www.sec.gov/Archives/edgar/data/2488/000119312506211032/d8k.htm
IMHO
CombJelly,
But the interesting thing is that your compadres were crowing how AMD is dead in the notebook market.
Maybe you should stop looking at what "my compadres" are crowing about and start coming to grips with reallity ;)
IMHO
ChipGeek,
and maybe even after a Q4 warning in mid-late December
If I had put options I would hold until after Dec 14. That is when the ATI crap will hit the fan. It will be a great opportunity for AMD to do all sorts of financial wiggling on that day, but I think Wall Street will not be taken in. We will see.
IMHO
TeleCom,
Any guesses as to whether we've finally bottomed?
Do you believe in technical analysis? If so, then the most basic of TA criteria has been breached and is negative for AMD. That is, they broke the 50 day moving average with huge volume. Not good. But hey, that is all "voodoo" to a lot of people. Also the stock seemed to have strong support at $21, but that looks like it is under heavy attack today.
IMHO
CombJelly,
Did you see where AMD increased their shipment of mobile processors by 50%? What's up with that?
Hmmm! Very Good! Did you see that desktop, notebook, and server share all increased! Wow! Did you see that ASP for the ALL LUCRATIVE notebook and server, all increased! WOW!
Did you see that desktop ASP's went down, causing ASP's across the board to be down??? Oooops!
"But the lion's share of the issue was the price pressure drop in desktop, which manifested across the whole portfolio on the average ASP of AMD" - Bob Rivet, Q3 CC.
What's up with that???
IMHO
wbmw,
AMD now <$21. INTC now at $21. EOM
Get the popcorn!
Looks like AMD support around $21, again.
IMHO
Some thoughts on AMD.
1) AMD is AGAIN vague when it comes to its outlook. While the CC comments suggest seasonal increase in revs is expected, the all important press release filed with the SEC says,
AMD expects demand for its products to be seasonally strong in the fourth quarter and sales to increase sequentially.
Seasonally strong being about 10%. There is a lot of room for error and interpretation.
2) AMD gave us only HALF the outlook for the next quarter. AMD conveniently left out ATI, which will close next week and should have a very negative affect on AMD's financials. Remember the ATI $160 million rev shortfall happened after AMD bid for them, at which time AMD said ATI will be accretive to earnings.
3) Declining AMD desktop ASP's can more than offset positive ASP increases in mobile and server, combined.
4) As smooth2o pointed out, large AMD % share gains must be scrutinized when comparing to Intel and total market share.
5) I wonder how the Apple sales figured into Intel and AMD's estimate of share.
6) Both Intel and AMD were asked how they would balance gaining share with managing ASP's. AMD's answer was not clear to me. But Intel made it clear of the importance of keeping a certain market share.
IMHO
Tenchu,
INTC/AMD crossover may happen soon
Speaking of crossovers, Intel 50 day moving average is on the verge of crossing positively over its 200 day MA with the stock price above both. This is very bullish in technical terms (assuming one believes in TA).
Also, AMD after hours volume, I am guessing, is about 14+ million shares, with strong volume (i.e. support) at 21.
IMHO
Confirmed from Andy Bryant that Intel gained market share from AMD.
How did you do that?
It is a headline on the Dow Jones News Service. Specifically,
DJ Intel CFO: Gaining back market share from Advanced Micro
Confirmed from Andy Bryant that Intel gained market share from AMD.
IMHO
Elmer,
Any comments on Market Share?
No comments, but CPU revs are up, ASP down, shipments up. Translation??? My guess is they gained share.
IMHO
.27 ex items
.22 C
KeithDust2000,
They have demand from their customers for their products.
I agree this is an important point. However, you should keep in mind that the minority is almost always much louder than the actual numbers they represent. In other words the roar you hear from a 50,000 seat stadium maybe from only 5,000 AMD fans.
IMHO
RGood,
AMD is down a 1.00 or so and INTC is holding steady with a penny or 2 up. but since last Friday AMD has dropped 2 bucks?? I cant find any really significant news ???
The interesting part of it was that the stock was on steady decline to around $23, when in the last 45 minutes of trading, 9 million shares traded. There were some buyers at this level trying to put a floor on the slide. Naturally there were sellers as well, but the stock remained around $23. I cant help but figure it has to do with arbitrage concerning the ATI deal. Can't work out the specifics. Otherwise it may have been technical related, as AMD's moving averages are being crossed to the downside. Today the 50 day MA was the focus. Less likely, a very late warning or other bad news.
IMHO
wbmw, elmer
He still owns 82.7k shares, and most of the sales came from exercised options. He exercised 37.5k options and then sold 80% of the shares
I do not think too highly of the guy, either, but his insider activity with AMD stock, is if anything, bullish. He has been accumulating AMD stock by holding on to 20% of the options. This looks like a program of excersize/sell that he has locked himself into (probably for legal reasons?) Going forward, I would look for a break in this pattern to signal that something is up. Especially in combination with others. If anything, his trading pattern, for now, is a don't care.
IMHO
Intel's Viiv Tries To Define Role
Viiv had a launch worthy of any big name Hollywood star at the start of the year, but it has yet to become a household name. That might start to shift in the next few months as more products come out utilizing Viiv, the Intel Corp. (INTC) brand that enables different devices to share digital content.
http://www.easybourse.com/Website/dynamic/News.php?NewsID=66400&lang=fra&NewsRubrique=2
IMHO
tecate,
I am so tired of AMD and their constant harrassment.
That's all they have. Do not worry, this can backfire. People have already started to realize that indeed it is AMD doing the bullying,
http://www.investorshub.com/boards/read_msg.asp?message_id=13747978
In his Sept. 23 Rule of Law column "Tigers by the Tail," Ron Cass asserts that Advanced Micro Devices is attempting to "restrain a dominant competitor through the courts than beat it in the market."
AMD is the one harrassing the OEM's and getting design wins inspite of their competitive shortcomings versus the Core NGMA.
With quotes like the following from the link below, AMD will become the laughing stock of Wall Street if it can't deliver the goods.
http://www.marketwatch.com/News/Story/Story.aspx?guid=%7B74A5ACA1%2D7BC9%2D4ED6%2DA4D4%2DB57380540B4...
"The EC's investigation into Intel's business practices continues," Silverman said. "AMD supports these ongoing investigations into Intel's abuse of its super dominant monopoly position in Europe."
LOL. Yeah that's it, except not enough emphasis. Should of said "super duper dominant monopoly", to really get the point accross. In the end, the more they shout the more they will be tuned out.
IMHO
Sarmad,
Hello everyone, I'm a refugee from SI AMD thread. Having been banned because of a little joke.
Welcome. I skim the SI thread every now and then, and saw the persecution you, Elmer and others have to endure. How can you guys take it? The hypocrosy is intolerable.
Anyway, an informative first post. Keep it up.
IMHO