Replies to post #78448 on Advanced Micro Devices Inc (AMD)

[Tenchu]

Mas, > just like Intel's share price ;-). Way to go Paul on wasting wealth and cpu leadership, Craig would be so proud !! AMD's marketshare is static or increasing by the way courtesy of Intel's price war ;-).

The only way to deal with delusion like yours is with the facts:

a) Intel's share price is higher than back when you made that comment. AMD's share price is lower over the same time period.

b) Intel now has the undisputed leadership in CPUs.

c) AMD is paying an extremely heavy price just to maintain whatever unit share they can brag about. Now they're back in the red.

Tenchu

[wbmw]

Re: Way to go Paul on wasting wealth and cpu leadership, Craig would be so proud !!

LOL, let's compare Intel and AMD management, shall we?

Cost Cutting Management:
- Intel projects $2.0B in savings this year
- AMD spends $5.4B and takes $930M in charges for a company who loses more money than it makes

Product Management:
- Intel pulls in NGMA by three months, gets Tulsa out on time and beats AMD in MP benchmarks, launches quad core on time and with volumes
- AMD is late with AM2, late with socket-F, late with Quad FX, still MIA with 65nm, and still MIA with >5200+ in the retail channel.

Process Management:
- Intel ships ~70M 65nm units in 2006, and boots 4 OSs with their first 45nm silicon
- AMD ships ~0M 65nm units in 2006, and is still MIA on 65nm parts.

Financial Management:
- Intel announces quarterly improvements in ASP and record unit sales, grows 11% from Q3
- Intel announces record mobile and server revenues
- Intel beats analyst revenue estimates and consensus for earnings
- AMD warns in the 11th hour, guides towards 3% growth from Q3
- AMD announces substantial drop in ASPs

Roadmap Management:
- Intel announces Nehalem micro-architecture is on target
- AMD announces Fusion micro-architecture will slip to late 2009

Wow. For every area of management where Intel excels (due to leadership from Paul Otellini), AMD is just sucking wind. AMD is terrible, dishonest, presents a rosy picture in December, and then warns right before earnings. They are incompetent liars, and their management model is falling to pieces all around them. What an amazing contrast to Intel, who has been hitting on all cylinders since mid-2006. No wonder you are trying to compare them against their peak in 2005....