Friday, July 22, 2011

AMD : Unlimited Growth

There is one small detail people may have missed during AMD's earnings call. AMD will say bye to SOI. According to interim CEO Thomas Seifert: "At the 28-nanometer node, all of our products will be based on bulk process technology, providing increased flexibility to work across these 2 committed and valued partner."

What does it mean? It seems TSMC will be able to FAB more of AMD's CPU parts which traditionally use SOI technology.

AMD stock seem have only one way to go: UP!

Technology: Fusion for server, desktop, notebook, media center, tablet and game console -- one chip low power solution

Competition : years behind, poses no foreseeable challenge

FAB capacity: unlimited, with GlobalFoundries and TSMC bulk process

UP potential: New CEO, Bulldozer desktop, Bulldozer server, Trinity, Tablet, ARM license, Apple...

Price Target: $$$

The writing is on the wall. Even perpetual naysayer
Hans Mosesmann upgraded AMD to "outperform", saying “[APU] is an important segment of the market in which AMD can expand into areas such as tablets and even smartphones over time."



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11 Comments:

Anonymous Anonymous said...

HAHAHAHAHAH. Wow. Just Wow. I don't even know how to comment to this retarded jibberish, incomplete sentences, and the best engrish in the world.

Yep. This is quality material written by a ph. d.

/sarcasm.

9:18 AM, July 22, 2011  
Anonymous Anonymous said...

AMD:

AMD today announced revenue for the second quarter of 2011 of $1.57 billion, net income of $61 million, or $0.08 per share, and operating income of $105 million. The company reported non-GAAP net income of $70 million, or $0.09 per share, and non-GAAP operating income of $114 million.

Intel:

On a Non-GAAP basis, revenue was $13.1 billion, operating income was $4.2 billion, net income was $3.2 billion, and EPS was 59 cents. On a GAAP basis, the company reported second-quarter revenue of $13.0 billion, operating income of $3.9 billion, net income of $3.0 billion, and EPS of 54 cents.

So - who's more profitable?

AMD is exactly where Intel wants them. In the basement.

9:21 AM, July 22, 2011  
OpenID PENIX said...

AMD stock up 19.23% in a single day. Unbelievable. This rocket ship is going to the moon.

9:14 PM, July 22, 2011  
Anonymous Anonymous said...

yeah to the dark side of the moon. PENIX where have you been man I started to miss you LOL
Moron.

10:44 PM, July 22, 2011  
Anonymous Anonymous said...

Intel stock into the $23s while AMD is again stuck at $7s down from $9s. You also forgot to mention that sales of AMD desktop and servers are down as well. sharipoop must be getting more lonely as exodus to Intel continues.

2:29 AM, July 25, 2011  
Anonymous Anonymous said...

AMD's server sales will continue to flatline - even with Bulldozer (emphasis on the "doze" part) - There is simply no demand in the midrange server market for AMD's underperforming CPU's - even at their bargain bin pricing...

The APU's will not help desktop sales either...relegated to netbook and low-end laptops only...

Sharidouche is a pathetic basement dwelling loser who's technical ability is about on par with my 1st grader - actually my 1st grader knows more than this loser. His followers, Penix, and the anonymous posting BaronFucktard (yes we know its you you halfwitted loser), and, of course hisself are just whiny little bitch fanbois who backed the loser - but then losers oft flock together....

7:59 AM, July 25, 2011  
Blogger Evil_Merlin said...

Its not all that hard for AMD stock to go up big percentage points consdiering how low it currently is.

Try again Penix.

9:17 AM, July 25, 2011  
Anonymous Anonymous said...

AMD shares? On 17 August 2011, $6.14.

That's less than a Fatburger, fries, and drink.

I'd rather have the Fatburger though. AMD share = no different than what I leave behind in the commode after eating the burger and fries.

Douchebag.

12:45 AM, August 18, 2011  
Anonymous Anonymous said...

AMD. Unlimited Fail.

8:11 AM, October 12, 2011  
Anonymous Anonymous said...

AMD stock is at ~$4.95 as of 3:50PM on October 12, 2011. It's up from the previous week, though, so I guess that's good news, LOL.

Bulldozer is a huge disappointment. Intel won't have to change their pricing or their development schedule. AMD is forced to price themselves below Intel and promise that the next CPU will be the REAL DEAL. In other words, welcome to the world since Intel released Conroe.

12:53 PM, October 12, 2011  
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