Sunday, July 03, 2005 3:00:55 PM
I'm not so sure the move to DC will be as fast as INTC thinks. Perhaps INTC is still thinking it can move the market where ever it wants? And who knows, perhaps it can, but I think single core for the middle and low-end will still be the dominant processer by the end of next year. As I mentioned the other day the k6-2 running W2000-pro that my wife uses seems able to do everthing I need. However, the next Multi-media machine I buy will probably be dual core, but that's going to be a high-end product with a limited market.
Do you really think AMD is going to stop using fab30 for processors? What I see happening is AMD continuing to push X86 everywhere with a whole new emphasis on Geodes. Given my experiences with the K6-2 I see no reason why updated x86-32 bit chips using 90nm processing couldn't find their way into what I expect will be an explosion of portable "univerisal communicator" type products.
As far as capex expenses go I doubt if they will increase that much. A lot of the fab30 depreciation costs will soon be ending as fab36 costs start up. Cash flow seems much more important, and I expect AMD to become or nearly achieve profitability in q2. But certainly, one of my goals for AMD is to get it off financial life support, for good, next year.
Recent AMD News
- Intel and AMD Form x86 Ecosystem Advisory Group to Accelerate Innovation for Developers and Customers • Business Wire • 10/15/2024 05:00:00 PM
- AMD Expands Alveo Portfolio with Launch of World's Fastest Electronic Trading Accelerator in Slim Form Factor for Broad, Cost-Effective Server Deployments • GlobeNewswire Inc. • 10/14/2024 01:00:00 PM
- BP Signals Rising Net Debt; Tesla Slumps; Stellantis CEO Announces Retirement; Berkshire Trims BofA Stake, and More • IH Market News • 10/11/2024 10:31:49 AM
- AMD Launches New Ryzen™ AI PRO 300 Series Processors to Power Next Generation of Commercial PCs • GlobeNewswire Inc. • 10/10/2024 06:01:00 PM
- AMD Delivers Leadership AI Performance with AMD Instinct MI325X Accelerators • GlobeNewswire Inc. • 10/10/2024 06:00:00 PM
- AMD Launches 5th Gen AMD EPYC CPUs, Maintaining Leadership Performance and Features for the Modern Data Center • GlobeNewswire Inc. • 10/10/2024 05:59:00 PM
- AMD Unveils Leadership AI Solutions at Advancing AI 2024 • GlobeNewswire Inc. • 10/10/2024 05:58:00 PM
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- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 09/17/2024 08:21:52 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 09/13/2024 08:15:04 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 09/11/2024 08:19:11 PM
- AMD Advancing AI 2024 Event to Highlight Next-gen Instinct and EPYC Processors and Expanding Solutions Ecosystem • GlobeNewswire Inc. • 09/10/2024 01:00:00 PM
- AMD to Present at the Goldman Sachs Communacopia and Technology Conference • GlobeNewswire Inc. • 09/04/2024 01:00:00 PM
- AMD Appoints AI Industry Veteran Keith Strier to Expand Global AI Capabilities and Engagements • GlobeNewswire Inc. • 09/03/2024 08:15:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/22/2024 08:13:14 PM
- AMD 2023-24 Corporate Responsibility Report: Advancing Sustainability, Collaboration and Inclusion • GlobeNewswire Inc. • 08/21/2024 01:00:00 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 08/20/2024 08:26:54 PM
- AMD to Present at the Deutsche Bank Technology Conference • GlobeNewswire Inc. • 08/20/2024 08:15:00 PM
- Berkshire Reduces Stake in BofA, Hawaiian Airlines Soars 10%, Paramount Receives $4.3B Offer, and More • IH Market News • 08/20/2024 09:56:02 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/19/2024 08:26:24 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/19/2024 08:24:17 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/19/2024 08:22:02 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/19/2024 08:19:38 PM
- Futures Pointing To Roughly Flat Open On Wall Street • IH Market News • 08/19/2024 01:13:22 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 08/19/2024 10:22:30 AM
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