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Windsock

06/26/03 8:39 PM

#7554 RE: UpNDown #7552

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.




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chipguy

06/26/03 9:29 PM

#7555 RE: UpNDown #7552

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.


I have yet to see an ISA execute a single instruction. Microprocessors execute instructions.
And microprocessors are ICs that are expensive to design and ever increasingly expensive
to fabricate. If AMD doesn't get much healthier soon AMD64 might be history in far less than
a decade. Or at least that which executes AMD64 instructions. The ISA manuals may live on
indefinitely. Like the PDP-11 and Transputer manuals on my bookshelf.

Now you know why the Linux leaders are so enamoured of it. A capable achitecture for the next decade.

Who are these leaders? IBM? It is grooming Linux for its high margin iron like z series and
POWER. Sun? It builds Xeon boxes to run Linux. HP or SGI? They are going IPF. Dell? We
just got their answer to the 64 bit question. Or do you mean the rank and file buyers and
users that go to Linux trade shows? Here's what they think:

http://www.sgi.com/newsroom/press_releases/2003/january/best_of_show.html