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Will AMD get back in the black soon?

Last response: in CPUs
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April 13, 2007 9:07:43 AM

well i do see that things seem to be getting better for amd, the share price has been improving over the last few days $13.66 up from $12.60
Dell is also putting in a few orders for amd products first as many r600 cards as they can get : Or now being called ATI Radeon HD 2000 series.
http://www.theinquirer.net/default.aspx?article=38836 and now dual-core Opteron chips which will be designed to work with AMD's "Barcelona" line of quad-core processors.
http://www.itnews.com.au/newsstory.aspx?CIaNID=49712&sr...

AMD explores Barcelona quad-core in more detail
http://www.pcpro.co.uk/news/109984/amd-explores-barcelo...

hopefully there will not be any delays, opps spoke to soon :( 
http://www.fudzilla.com/index.php?option=com_content&ta...

i guess we have to sit back and wait and see, and see what intel does.
what say you ?

More about : amd back black

April 13, 2007 10:08:27 AM

Q2 is a seasonally quiet quarter so I doubt they will be back in the black in the near future, though their fortures should improve once they get K10 in some decent volume.
April 13, 2007 1:56:19 PM

Hector himself admitted that Barcelona would not have a major impact on AMD's finances till 08. As for AMD's current financial situation, it's fairly dire. A good assessment is here:

http://www.beyond3d.com/content/articles/32/
Related resources
April 14, 2007 5:47:22 AM

Quote:
well i do see that things seem to be getting better for amd, the share price has been improving over the last few days $13.66 up from $12.60
Dell is also putting in a few orders for amd products first as many r600 cards as they can get : Or now being called ATI Radeon HD 2000 series.
http://www.theinquirer.net/default.aspx?article=38836 and now dual-core Opteron chips which will be designed to work with AMD's "Barcelona" line of quad-core processors.
http://www.itnews.com.au/newsstory.aspx?CIaNID=49712&sr...

AMD explores Barcelona quad-core in more detail
http://www.pcpro.co.uk/news/109984/amd-explores-barcelo...

hopefully there will not be any delays, opps spoke to soon :( 
http://www.fudzilla.com/index.php?option=com_content&ta...

i guess we have to sit back and wait and see, and see what intel does.
what say you ?
Yes, AMD will be in the "black" very soon........when the power company shuts off their lights. :wink: :D  :D  :D 
April 14, 2007 5:49:33 AM

for the short term, NO! and then it blurs to maybe and we will see... but that takes time... or balls of crystal...
April 14, 2007 6:15:03 AM

If AMD executes on their roadmap, they are going to sell a vast quantity of Silicon. R600 variants, Barcelona variants, mobile and ultra mobile, DTX systems, OEM bundles to Dell, HP etc. AMD is in a very, very strong position to storm back.

BUT it all depends on how well they execute. If there continue to be excessive delays and supply problems, having in theory a great product line up is useless.
April 14, 2007 6:58:52 AM

AMD is in a real tight spot.. both financially and technologically speaking. Intel has definitely raised the bar, technically speaking, while at the same time attacking AMD's other main strategy, with low prices.

However, AMD's biggest problems aren't strictly from the competion. AMD saddled it's self with ATI. While this may help them in the long run, the timing is some of the worse in the industry. The slide, started by the Conroe line and pricing, was further exasperated by their late and somewhat deficient implementation to 65nm. The R600 is now, what, 6-7 months behind when it was originally supposed to be released? Furthermore, apparently AMD is having a little more trouble than they originally anticipated in finalizing and implementing the 'K10' micro-architecture. And just recently, they've been 'forced' to lower their prices (and therefore, their profits) in attempt to stop the slide of marketshares that are now gravitating to Intel.

AMD HAS to make good with both Barcelona and the R600 series, in the very near future. And they definitely need to revamp their business and manufacturing models. If they don't start stepping up pretty quickly..
:?: :?: :?: :cry: 
April 14, 2007 8:03:43 AM

Quote:

R600 does not look to be a slam dunk either:
http://www.bilgiustam.com/?p=125

Have not wandered over to the graphics card forum yet, but some benches are leaking out. It would appear about equal performance to the 8800 GTX, perhaps a smidgon faster in DX10 -- maybe a battle for driver optimizations.

Keep in mind we dont know if these benchies are true, also even if its not a hoax, tested card wasnt the flagship one, but slower 512MB version. Top end 2900 XT with 1Gb is rumoured to be 15-20% faster.
April 14, 2007 8:21:20 AM

Quote:
more memory doesnt increase 3D render performance. more memory lets u load more textures though.
its sad that these guys are trying to figure out R600 performance with another part and amd cant release real numbers. the R600 is already 6-9 months late. 3 more months and its cancle time

More memory doesnt mean faster, it may actualy be slower, but its another topic. I'm speaking about 2900XT 512MB DDR3 vs 2900XT 1GB DDR4 with faster clock speeds. Its rumoured 512MB gets 10k in 3Dmark06 (shown in link above too), and 1Gb gets ~12k 3Dmark06.
April 14, 2007 10:29:25 AM

Quote:
yes that sounds about right with faster clock speeds things are generally faster
which clocks are faster?
please fill out my form

render clock= ??
display clock= ??
DPLL = ??

thanks
beer


whats that program that you can change your gfx mem timings with? I had it once but never used it.
gfx mem is high bandwidth high latencey ,take any ddr3 up to 2ghz speeds and your latency gets nutty high.
but i am thinking you knew that. :wink:RivaTuner? Powerstrip?
April 14, 2007 10:35:09 AM

doesnt matter, it is not for us to worry about, dont want to buy though sympathy. if intel cip are better buy intel, when amd cpus are better buy amd. if there chips arnt good enough that their problem not ours
April 14, 2007 10:45:55 AM

Quote:
If AMD executes on their roadmap, they are going to sell a vast quantity of Silicon. R600 variants, Barcelona variants, mobile and ultra mobile, DTX systems, OEM bundles to Dell, HP etc. AMD is in a very, very strong position to storm back.
BUT it all depends.

exactly

JumpingJack : so your a optimist. :lol: 
but its what they will do in the coming quarters, thats what wall st. cares about mostly. Ive seen so many stocks that have been in the red only to bounce back in a big way, amd should be no exception.

Rripperr
i think amd knows that they have to pull there finger out and they will revamp their business asap, or else.
I think r600+ plus the Barcelona will help a lot.

On a Positive Note, quote from investopedia
:According to data provided by Thomson Financial, insiders have bought more than 141,000 shares over the last six months. In my mind the fact that senior executives are laying out their own hard earned money on the stock during such a period of uncertainty is a sign that they think that perhaps a bottom is near.:
April 14, 2007 11:27:52 AM

Quote:
On a Positive Note, quote from investopedia
:According to data provided by Thomson Financial, insiders have bought more than 141,000 shares over the last six months. In my mind the fact that senior executives are laying out their own hard earned money on the stock during such a period of uncertainty is a sign that they think that perhaps a bottom is near.:
That or they're trying to bolster the stock...trying to save their own necks/jobs. :?
April 14, 2007 11:37:04 AM

I dont mind, cause if i go down holding AMD stock i want to take as man ceo's\insiders as possible with me. :p 
there adverage price is $20-22 mines $15.50 at least i have more off a chance to make some green than them. but its always good to know someone out there will buy my shares. :D 
April 14, 2007 12:48:43 PM

K8L will ramp in mid '08 or early '08, cant remember what Hector said.
April 14, 2007 2:35:44 PM

Quote:
Wholly crap....

While that would be a 5 percent fall in profit from a year earlier, analysts are bracing for AMD to report on Thursday a net loss of almost $342 million, a dramatic about-face from the $184.5 million profit it posted a year earlier.

http://yahoo.reuters.com/news/articlehybrid.aspx?type=c...

Did I read this correctly ... 342 million loss?

@ Anyone, do you think it will be this bad... I was expecting 200-250 million in the red.

This would mean that Q4 06 + Q1 07 would amount to roughly 900 million in the red, this is almost 1 billion lost in 6 months, if the consensus is correct.

I'm expecting it to be at least 400M.
April 14, 2007 3:24:45 PM

I feel its gonna work out like this.... AMD is bleeding at the moment, from the continuous assault from Intel. It ain't pretty, but that's the cold hard fact. However, AMD knows its gonna have to bleed for a little while longer in order to recover, as long as they take the necessary measures so that they ensure that they can recover from all the haemorrhaging of funds and market share. It won't be easy, and they will have to make compromises with investors, but I'm sure they will be to scrape through. Who knows, perhaps they'll come out stronger after this whole mess. I definitely agree that AMD needs some serious restructuring, because at the moment they are playing a very dangerous game which could easily land them in chap. 11 if they mess it up. Overall, who knows... its gonna be a tense few quarters for AMD, but I hope they pull through... for the sake of my wallet!
April 14, 2007 6:17:33 PM

Everybody should also keep in mind that the rest of this year, in great likelyhood, will also be a loss for AMD. The associated costs for production for just the RD 2x00 and Barcelona alone, pretty much kills the hope that AMD will be able to get back in the black this year. Also, AMD in the last 2-3 years has demonstrated a lot of slow, late, and unsteady roll-outs of new products.

Even if everthing goes smoothly, the market (as it stands) pretty much caps how much ATi will be able to charge for their new products. Remember, the first one to market usually sets the price and performance bar. And AMD/ATi is late in both. Nvidia has had the first DX 10/ UA-shaders for over 7 months, and Intel the first quad-core for longer (and don't start up with the 'true-quad' whine, because most non-tech buyers don't-know/don't-care about the difference). I wouldn't be surprised if both Intel and Nvidia both have new product lines waiting to come out after AMD/ATi roll-out theirs, stealing their thunder and further boxing them in, price/performance-wise.

Anyhow.. that's how I see it.
!