Thursday, October 18, 2007

AMD revenue up 18% Q/Q, mobile up 41% Q/Q

Intel BK time may be pulled ahead. AMD 45nm ramp starts in 1H08.

Hector's strategy is brilliant: take market share at all costs, once Intel is pushed down to 70%, it will not have sufficient volume to support its weight. Judging from Intel's announcement of more layoffs, AMD's strategy is working. Those $69 Athlon X2s are just too attractive. Interestingly, AMD's desktop and mobile ASP even went up a bit. The reason is simple: AMD can arbitrarily rate their chips at 2GHZ or 2.6GHZ, and since AMD priced the chips so close, people buy the higher priced ones. Right now, a 3GHZ Athlon X2 is only $159. Are you going to spend $99 buy a 2.5GHZ part or just $60 for a Core 2 Duo killer? The answer is clear for most. 3GHZ is enough to frag most Intel CPUs, and it costs only $159, much less than a good graphics card -- and you got the bragging rights--3GHZ true AMD64 technology with Direct Connect Architecture -- something Intel won't have until 2009. The future is now with AMD64. Intel CPUs are just half-baked clones.

I noticed that Hector is always trying to justify his ATI purchase -- if you look at AMD's results, ATI generated very little revenue --about $300 million -- or 20% of AMD's revenue. Yet ATI has about 5000 workers, half the size of AMD. So the natural question is whether ATI purchase was a good move.

We need not argue on this based on temporary losses incurred due to ATI. Look at the business ATI will bring to AMD -- mobile, desktop, graphics, chipset. With ATI and AMD, the world does not need anyone else as far as x86 computing is concerned.

37 Comments:

Blogger anonymoose said...

Still, AMD posted yet another loss of $396 million, or well over $1B YTD. Whereas Intel's net profit exceeded AMD's gross revenue...

4:36 PM, October 18, 2007  
Blogger anonymoose said...

Also, Intel's 45nm ramp will start in November, not 1H08. If you are referring to AMD's node rump (er, ramp), last I heard it was pushed back to 2009, if not later...

4:40 PM, October 18, 2007  
Blogger anonymoose said...

Finally, and I'll leave it at that, your title should also include 'AMD POSTS NEARLY 400% DROP IN NET PROFITS YOY' considering AMD made a +136 million in Q306 and a -396 million in Q307.

4:50 PM, October 18, 2007  
Blogger lex said...

AMD going BK

Can you tell the difference between AMD losing hundreds of millions when demand is booming and INTEL is making billions of dollars. Did you see their margin numbers, horrible low 40s.

AMD hasn't even seen the impact of 45nm ramp with faster Penrym Nehalem coming where they have to drop prices of their products due to inferior 65nm.

They ramped 65nm and still can't make money and they didn't even have to compete against INTEL 45nm YET. In 2008 they will face the onslught of 45nm ramp, C2D in celeron space. Superior and faster 45nm kicking Phenom into consumer space. AMD will lose as die is twice as big as INTEL on 45nm.

AMD BK in 2009 for sure!!

5:23 PM, October 18, 2007  
Blogger Chuckula said...

Hey Racist Boy:
Quarter on Quarter results are bullshit, they just reflect the fact that Q3 is almost always better than Q2 because Q2 is in the Summer doldrums and Q3 has the back to school market. This means that even a drooling skinhead like you should have more revenue Sharidouche.

The REAL story is year on year revenue growth, let's see what AMD coughed up:
Q3 2007: $1.632 Billion in revenue
Q3 2006: $ 1.328 Billion in revenue

Hey all the AMD fanboys are jumping up and down, because even though AMD is losing money like a sieve, at least you got more revenue right? WRONG

Read this little note at the bottom of the page:
1As a result of the acquisition of ATI, 2006 financial results only include the results of the former ATI operations from October 25 through December 31, 2006. Therefore, financial results for the third quarter 2007 do not correlate directly to those for the third quarter 2006.

Hrmm... remember that asshatted ATI deal that AMD foolishly dumped 5.4 Billion into when it could have gotten 100% of the benefits wit 0 risk at 10% of the cost?
Well, since ATI was in independent company a year ago, let's look at their revenue from Calendar Q3 2005 (fiscal Q4 2005... the 2006 results are gone because even though ATI had not merged yet, AMD conveniently failed to put up their final results):
Short answer: Quarterly revenues were $470 million. (check it out here)

So basically, AMD + ATI last year SHOULD have made: $1.328 + 0.47 = $1.798 Billion (and that is using old ATI numbers that reflect 0 revenue growth... I'm doing AMD a FAVOR by using these numbers).

So after all is said & done the "new" AMD managed to make over $160 million LESS in overall revenue than it did last year. This is at a time when the market is very good and everyone else is booming! The hot market is the only reason AMD only managed to lose $400 million this quarter.

I can't wait for some tool like Thom or Abinstein to come on and tell us how losing boatloads of money and having total revenues DECLINE while everyone else is having a banner year means that AMD is #1 or some idiotic bullshit like that.

6:46 PM, October 18, 2007  
Blogger Evil_Merlin said...

Leave it to the fuckhead to try to spin AMD's nearly 400 million dollar loss as a good thing.

AMD is out 400 million bucks but hey revenue is up 18% Q/Q.

You fucking moron. You really are dumb. As dumb as can be.

As it was already said AMD has pissed away nearly a BILLION dollars this year and according to the news today, its not looking like its going to improve any time soon.

7:15 PM, October 18, 2007  
Blogger enumae said...

Chuckula
So after all is said & done the "new" AMD managed to make over $160 million LESS in overall revenue than it did last year...


Here is a link to ATI Archived Quarterly Results.

7:28 PM, October 18, 2007  
Blogger GutterRat said...

anonymoose,

I was scratching my head trying to come up with the appropriate headline for my blog entry on AMD's lacklustre Q3 results.

'AMD POSTS NEARLY 400% DROP IN NET PROFITS YOY' fits the bill nicely.

I may use it.

LOL.

P.S. Sharikou, you are a lamer

7:34 PM, October 18, 2007  
Blogger Spaztic Pizza said...

The mention of 45nm in 1H08 from AMD was nothing more than them yanking their investors chain. Period. If the had functioning 45nm CPU's they'd have showed them by now, and don't give me this "playing our cards tight" bullshit. It's smoke to soothe weary investors. Yes their results are good, but they still have lost over $1 Billion this year.

Intel made TWICE what they've lost this year in ONE QUARTER, yet you insist they're going to bankrupt

Go ahead sharifuck, pull your already postponed BK crap back in, that way when it doesn't happen, you'll look like an even bigger fool.

Tell me shit for brains, why do you want them to bankrupt? Do you really think AMD wouldn't raise prices thru the roof if Intel did? Is that what you want? If you do you're even more of a dumbshit than everyone already thinks you are.

Go back to your mop, fucktard.

7:41 PM, October 18, 2007  
Blogger Evil_Merlin said...

Sharidouche isn't allowed to touch a mop anymore.

The last time they gave him one he ate it.

They tried letting him use a broom but he ended up trying to fuck that.

Now they just give him a bucket of water and a hand towel and let him clean tables.

8:42 PM, October 18, 2007  
Blogger Scott said...

I think I found out what his PHD is in.... He's a SPIN DOCTOR!


This guy makes Baron look like an Intel sales person.

9:43 PM, October 18, 2007  
Blogger Evil_Merlin said...

More fucking stupidity is spouted forth from this fucking moron.

Yeah " market share at all costs" would be great, but for a few things:

1.) AMD isn't gaining marketshare, its LOSING it.
2.) AMD is having technology issues with its 65um process. Why else would they still be stuck at sub 3.0 GHz? News flash for Sharidouche, the liar, the Ph(ake)d, the barcelona cannot compete with Intel unless they are running the same frequency. Intel has the ability to put out 3.6 GHz C2D and Xeons which run circles around the best and fastest Barcelona. Intel is already transitioning to the 45um process and its next generations CPUs. AMD isn't.

3.) AMD hasn't made money in a LONG time. Its digging deeper and deeper into those loans which some day need to be repaid.

4.)Intel can rate processors from 1.7 GHz to 3.8 Ghz with NO issues.

5.) You get bragging rights when you are running the fastest processor with the fastest graphics card. AMD offers neither.



Now we all can see why you were FIRED from Intel.

1.) You lie
2.) You lie
3.) You lie
4.) You lie
and lets not forget
5.) You are fucking stupid

10:17 PM, October 18, 2007  
Blogger oneexpert said...

SHRINKING....&.... TECHNICALLY BANKRUPT


intel is shrinking and technically bankrupt.

AMDs and VIAs market share keep growing while intel market share is shrinking.

Otellini says intel cant compete in the low end market anymore another sign of very deep troubles.

intel shrinking in size every year by thousands and thousands of fired employees.

intels entire profits based on employee firings.

NO MATTER what the intel fanboys try to buffalo you with, intel is shrinking year over year and quarter over quarter.

Finally intels only future design is just a copy of AMDs BARCELONA.

AMD and VIA have designed and launched new semiconductors, intel pentium 3 relics.

Based on sales and marketing figures customers are running from intel faster than ever before.

BUY AMD hi performance, energy saving, low cost, future proof technology, cpus, platforms and video solutions.

BUY from a GROWTH company AMD.

12:15 AM, October 19, 2007  
Blogger Giant said...

TECHNICALLY BANKRUPT

Wow. Intel is "TECHNICALLY BANKRUPT" whilst at the same time they've got a nice little warchest of $12bn stashed away. That cash would be enough to buy AMD and pay off all their debts.

Oh, and oneexpert, since Intel created the world's first single chip micro-processor and the x86 architecture, who is it that was copying who again?

1:53 AM, October 19, 2007  
Blogger anonymoose said...

From the conference call:

Tim Luke - Lehman Brothers

Nice job on the execution. I was wondering if you could just remind us of the 45 nanometer road map and the movement there? I think you talked about the first half of '08.

Dirk Meyer

First, we are on track relative to having basic yields in place in our factories on material that we're running today. We're building 45 nanometer microprocessors as we speak and those two facts give us increasing confidence in the public statements we've been making for some time around our intent to be starting our production ramp of 45 nanometer processors in the first half of next year.

So there you have it - AMD gives out BS to the public and shareholders when in fact they have little or no confidence in their own statements - otherwise why the "increasing confidence"?

LOL

6:14 AM, October 19, 2007  
Blogger Evil_Merlin said...

Just when I think oneexpert cannot get any dumber, he goes and does it.

While Intel the company may be getting smaller (which in itself is NOT a bad thing). Get that thru that soft fucking head of yours.

You REALLY need to learn a bit more about how layoffs work you ignorant tool. Yeah Intel is making billions because they laid off 2000 employees. You fucking ignorant little troll. Just die. Kill yourself. End your pain, you are useless.

Intel's overall MARKETSHARE is indeed growing. Its taking marketshare away from AMD.


Intel's CURRENT line of processors are already faster than Barcelona, and in some instances faster by a large margin. Those processors which you call Pentium III relics are beating AMD's top of the line CPU's.


Oneexpert proving every time he posts that he is so far removed from reality its not even funny.


Oneexpert is a fucking retard with NO fucking clue.

6:53 AM, October 19, 2007  
Blogger Evil_Merlin said...

PS:

Did anyone notice the comments on how many Barcelona chips shipped?

And Meyer downplayed the significance of the quad core AMD Opteron " Barcelona" processor to the firm's sales. He said that tens of thousands of quad core CPUs shipped in the quarter, many more will ship in Q4

Intel in the same timeframe shipped TWO MILLION+ quad core CPU's.

6:55 AM, October 19, 2007  
Blogger Rodney said...

So Evil Merlin... you're saying that 10,000 < 2,000,000?

That's an interesting theory that I will have to look into.

7:06 AM, October 19, 2007  
Blogger doorknob_dan said...

This comment has been removed by the author.

7:06 AM, October 19, 2007  
Blogger Evil_Merlin said...

Rodney, I recommend you go read some of oneexperts former posts where he claimed AMD was selling millions of Barcelonas.

7:17 AM, October 19, 2007  
Blogger Rodney said...

Merlin, I was just being a smart-ass. For AMD to say "tens of thousands" clearly indicates they're not making/selling a volume sufficient to turn around an ailing company. I'd love to know AMD's cash on hand... at some point the piggy bank is going to be empty.

And for the record... I've seen plenty of posts spewing plenty of BS... and mostly from the AMD camp lately.

7:47 AM, October 19, 2007  
Blogger Tonus said...

I think Rodney was making a joke.

7:50 AM, October 19, 2007  
Blogger Tonus said...

And yeah, I'm slow on the draw with the "submit" button. =p

7:50 AM, October 19, 2007  
Blogger Evil_Merlin said...

My most humble appologies Rodney

8:06 AM, October 19, 2007  
Blogger Spaztic Pizza said...

OneExpert - like Sharikook - is irrelevant - especially since he's proven on the front page of his blog that they are one and the same person.

He can attempt to spin it however he wants - the fact is that YoY AMD is sucking hard - Intel is up YoY.

When you lay off 2000 employees out of 100000 that's called streamlining operations. If it were 20000 then that would be different.

It just proves that Sharifuck, OneRunnyTurd, and the rest of the asswipes that slobber this lunatics knob have no clue as to economics, technology, how corporations work, or pretty much anything.

Like I said, sharidink, please, make a complete ass of yourself and pull your BK prediction back in. I already have fun laughing at you and your mindless zealot followers, that would just make your failure (not only on your blog but in life) complete.

9:23 AM, October 19, 2007  
Blogger Rodney said...

No need for apologies.

Someone's gotta keep oneexpert and sharikou in touch with reality.

9:43 AM, October 19, 2007  
Blogger doorknob_dan said...

OneExpert - like Sharikook - is irrelevant - especially since he's proven on the front page of his blog that they are one and the same person.

Hah, "Sharikook". That's the label in my little mind that I use to think of him automatically.

10:30 AM, October 19, 2007  
Blogger GutterRat said...

All,

No worries? Intel's 45nm Penryn "Yorkfield" is going to smoke anything AMD has to offer if this is any indication.


ROFLMAO

10:33 AM, October 19, 2007  
Blogger Giant said...


No worries? Intel's 45nm Penryn "Yorkfield" is going to smoke anything AMD has to offer if this is any indication.


ROFLMAO


Nice! 4.6Ghz on air. AMD is fucked.

10:40 AM, October 19, 2007  
Blogger Chuckula said...

ShariKKKou: I don't even know why I'm bothering to respond to your idiotic post BUT:
AMD can arbitrarily rate their chips at 2GHZ or 2.6GHZ, and since AMD priced the chips so close, people buy the higher priced ones.

Even assuming that bullshit you spew about how ANY K8 can "frag" an Intel CPU (if they were actually faster they'd cost MORE you inbred fucktard), when you say that everyone chooses the more expensive option here's what you forget: If NOBODY is buying AMD's cheap CPU's because the higher-priced ones are 'better', then AMD IS LOSING SHITLOADS OF MONEY!!!

Since neither you nor Abinstein have any clue about how CPUs are made let me tell you one interesting fact: It costs AMD exactly as much to make a cheap piece of shit CPU as it does to make a faster one of the same design. If the cheap ones never sell AMD takes a huge bath! You know, like losing $400 million in a quarter where every other semi company is raking in huge profits.

12:44 PM, October 19, 2007  
Blogger Spaztic Pizza said...

Now I know who Ozzy meant when he wrote "Diary of a Madman"

1:19 PM, October 19, 2007  
Blogger Spaztic Pizza said...

Sharidumbshit babbled...We need not argue on this based on temporary losses incurred due to ATI. Look at the business ATI will bring to AMD -- mobile, desktop, graphics, chipset. With ATI and AMD, the world does not need anyone else as far as x86 computing is concerned.

And in your world you will be paying $500 for a midrange CPU and another $500 for a graphics card...

Seeing as how you probably can't even hold a job at McDonald's you dumbfuck, you wouldn't be able to afford a PC and that would mean you wouldn't have access to the Internet anymore and you would stop posting this dribble...

...while you not making a total ass of yourself daily would be a good thing for all, I'll pass on your "world"...your world probably also include having sex with your mother and sisters and even your little brother, so I think that you best keep your world to yourself you fucking inbred retard...

2:34 PM, October 19, 2007  
Blogger Evil_Merlin said...

Hell even Ozzy makes more sense than Sharidouche

3:48 PM, October 19, 2007  
Blogger Evil_Merlin said...

We need not argue on this based on temporary losses incurred due to ATI. Look at the business ATI will bring to AMD -- mobile, desktop, graphics, chipset. With ATI and AMD, the world does not need anyone else as far as x86 computing is concerned.

Unless you want a company that is actually making money, able to deliver product in the quantities it needs to most of the time, and unlike AMD can actually produce products that perform well under all situations.

3:50 PM, October 19, 2007  
Blogger Louis said...

Sharidouche, you said this before. Brilliant strategy... lose money and overleverage the company until you can no longer build sufficient capacity to meet demand and then wind back up where you were 7 years ago, namely a low cost, second fiddle to Intel. Brilliant!

4:23 PM, October 19, 2007  
Blogger Louis said...

Chukula, this is an excellent observation that almost none of the financial press seems to be reporting correctly. They say AMD had YoY revenue growth but are comparing AMD+ATI in 2007 to AMD alone in 2006. They did this last quarter too and I noticed AMD had a nice big bump in after hours trading after the Q2'07 announcement and then fell huge the following day. Same thing happened today (though almost everyone got hammered today).

I think some financial investors are pumping up AMD on the earnings report and then selling their stakes the next day. The old "pump and dump" strategy that Sharikou always accuses analysts of who cover Intel.

4:29 PM, October 19, 2007  
Blogger Scott said...

Chuck, your hatred of stupid fanboys combined with spewing of FACTS is making me feel all warm inside.

6:47 PM, October 19, 2007  

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