Thursday, June 26, 2003 8:39:55 PM
In fact, I'm here to tell you that I don't see a single consumer-/small-business-level binary architecture that will have a longer longevity than AMD64.
Does the IA32 binary architecture that has been around since 1985 count as "at least a decade" ?
The life of AMD and its AMD64 may be very short lived.
AMD has reported negative cash flows totaling $1.1 billion in the past four quarters. It will add to that dismal performance in Q2. AMD can not continue for long to loose cash at that rate before it will enter bankruptcy.
AMD's Q1 2003 earnings report shows about $800,000,000 in cash and $1,790,000,000 in debt. Now, AMD has claimed they were on their way to cutting their costs so that they could break even at $800,000,000 in quarterly revenue.
If AMD only has $615,000,000 in revenue this quarter, and 800 million is break even - then AMD will have a net cash loss of about $185,000,000 !!
That should bring AMD's CASH position down to $615,000,000 - and their debt will still be $1.79 Billion. That's a 3 to 1 debt to cash ratio, and the cash is dropping at about $150 million to $200 million per quarter.
My guess is that AMD's creditors are going to panic when AMD's cash drops below $500,000,000 - and that should occur in Q3 of this year - just a few weeks/months away.
Does the IA32 binary architecture that has been around since 1985 count as "at least a decade" ?
The life of AMD and its AMD64 may be very short lived.
AMD has reported negative cash flows totaling $1.1 billion in the past four quarters. It will add to that dismal performance in Q2. AMD can not continue for long to loose cash at that rate before it will enter bankruptcy.
AMD's Q1 2003 earnings report shows about $800,000,000 in cash and $1,790,000,000 in debt. Now, AMD has claimed they were on their way to cutting their costs so that they could break even at $800,000,000 in quarterly revenue.
If AMD only has $615,000,000 in revenue this quarter, and 800 million is break even - then AMD will have a net cash loss of about $185,000,000 !!
That should bring AMD's CASH position down to $615,000,000 - and their debt will still be $1.79 Billion. That's a 3 to 1 debt to cash ratio, and the cash is dropping at about $150 million to $200 million per quarter.
My guess is that AMD's creditors are going to panic when AMD's cash drops below $500,000,000 - and that should occur in Q3 of this year - just a few weeks/months away.
Recent AMD News
- AMD to Report Fiscal First Quarter 2026 Financial Results • GlobeNewswire Inc. • 04/08/2026 08:15:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/08/2026 08:12:07 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/06/2026 08:14:57 PM
- Form ARS - Annual Report to Security Holders • Edgar (US Regulatory) • 03/27/2026 08:18:49 PM
- Form DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material • Edgar (US Regulatory) • 03/27/2026 08:16:34 PM
- Form DEF 14A - Other definitive proxy statements • Edgar (US Regulatory) • 03/27/2026 08:14:59 PM
- Intel shares rise after report of planned CPU price increases • IH Market News • 03/25/2026 03:24:25 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/18/2026 08:16:11 PM
- Advances in Domestic Heavy Rare Earth Minerals Production Essential for North American Defense Stockpiles • GlobeNewswire Inc. • 03/18/2026 01:00:00 PM
- Advances in Domestic Heavy Rare Earth Minerals Production Essential for North American Defense Stockpiles • InvestorsHub NewsWire • 03/18/2026 01:00:00 PM
- China Controls the Metal Underlying America's Trillion-Dollar Tech Economy - OilPrice.com Market Commentary • PR Newswire (US) • 03/17/2026 12:00:00 PM
- China Controls the Metal Underlying America's Trillion-Dollar Tech Economy - OilPrice.com Market Commentary • PR Newswire (Canada) • 03/17/2026 12:00:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/16/2026 08:48:06 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/13/2026 08:07:18 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/12/2026 08:23:15 PM
- The Drone Revolution's Dependence on Chinese Rare Earth Processing - OilPrice.com Market Commentary • PR Newswire (Canada) • 03/11/2026 02:45:00 PM
- The Drone Revolution's Dependence on Chinese Rare Earth Processing - OilPrice.com Market Commentary • PR Newswire (US) • 03/11/2026 02:45:00 PM
- Adeia shares gain after signing semiconductor licensing deal with AMD • IH Market News • 03/09/2026 03:42:24 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/06/2026 09:13:28 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/04/2026 09:27:23 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/03/2026 09:15:06 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/03/2026 09:13:03 PM
- AMD unveils Ryzen AI 400 processors at MWC 2026, expanding push into AI-powered PCs • IH Market News • 03/02/2026 03:15:12 PM
- AMD Gives Consumers and Businesses More AI PC Options with Expanded Ryzen™ AI 400 Series Portfolio • GlobeNewswire Inc. • 03/02/2026 08:00:00 AM
