Thursday, June 26, 2003 11:56:35 PM
Windsock - The life of AMD and its AMD64 may be very short lived.
One thing that's clear to me is that discussions of AMD's finances on a board like this tend to be ignored and disregarded by AMD fans. No matter how dire the situation is regarding AMD's balance sheet, the belief is that there will always be some other, more deep pocketed company who will take them over and carry on the fight to topple bag, bad Intel.
Does AMD management really have a viable business model that will sustain not only self-sufficiency but long-term growth? Will they generate enough profits to fund their R&D for K9 and beyond, as well as the development of deeper sub-micron processes? Or do they just assume that some other company (as IBM has done now) will take pity on them and bail them out at just the right moment? How do you plan for a miracle?
One thing that's clear to me is that discussions of AMD's finances on a board like this tend to be ignored and disregarded by AMD fans. No matter how dire the situation is regarding AMD's balance sheet, the belief is that there will always be some other, more deep pocketed company who will take them over and carry on the fight to topple bag, bad Intel.
Does AMD management really have a viable business model that will sustain not only self-sufficiency but long-term growth? Will they generate enough profits to fund their R&D for K9 and beyond, as well as the development of deeper sub-micron processes? Or do they just assume that some other company (as IBM has done now) will take pity on them and bail them out at just the right moment? How do you plan for a miracle?
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
