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AMD reports 2nd quarter 2007 results

Last response: in CPUs
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July 19, 2007 11:02:13 PM

Hopefully I got it right this time and Bixplus wont have to clean up after me.

From:
http://www.legitreviews.com/news/3728/

Well, they're not even remotely good, but not nearly as grim as they could have been. $1.378 Billion in revenue, at a net loss of $600 milllion.

We'll have to wait for the mercury report to see the market share spreads for Q2, but based on this, it looks like AMD probably gave up some more share to Intel
July 19, 2007 11:54:16 PM

hahahahahaha owned
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July 20, 2007 12:16:59 AM

turpit said:
We'll have to wait for the mercury report to see the market share spreads for Q2, but based on this, it looks like AMD probably gave up some more share to Intel

Actually, AMD marketshare rose about .5% - Haven't seen a breakdown yet, but it's probably from the bottom end where the ASPs are way too low. Hopefully, they are able to get Barcelona out at a price they can make money on.
July 20, 2007 12:33:49 AM

thats good news...where'dya see it?
July 20, 2007 12:36:19 AM

Yup, the lower ASPs is what really matters.

It's better to sell a dozen 8xxx Opterons than it is to schlock out 1000 x2-3800 give-aways via Dell.

At the crrent pricing structure no AMD CPU over $140 or so makes any sort of sense to buy.

Barcelona had better be pretty darn good :) 

Graspiing for good news... Margin did grow from 31 to 34%, and excluding the write off of inventory it would have been +/- 36%

36% is a long way from dancing in the streets, but its, well, better than 31%

Also, based on sales volume, it looks like AMD more or less held unit share. It's all really low end, they are getting klled in the server and mid and up market, but they seem to be holding their own in the emerging markets at least.
July 20, 2007 12:43:36 AM

exit2dos said:
Actually, AMD marketshare rose about .5% - Haven't seen a breakdown yet, but it's probably from the bottom end where the ASPs are way too low. Hopefully, they are able to get Barcelona out at a price they can make money on.


!Revenue share. Unit share is likely to be much bigger.
July 20, 2007 12:49:20 AM

turpit said:
thats good news...where'dya see it?






Now, however, it seems that AMD is keeping Intel at bay. AMD grabbed 11.4% of the worldwide microprocessor market during the second quarter, according to data released Thursday by market researcher iSuppli, up half a percentage point from the prior quarter and halting Intel's market-share surge.
said:


Now, however, it seems that AMD is keeping Intel at bay. AMD grabbed 11.4% of the worldwide microprocessor market during the second quarter, according to data released Thursday by market researcher iSuppli, up half a percentage point from the prior quarter and halting Intel's market-share surge.


http://www.forbes.com/2007/07/19/amd-2q-earnings-market... x_bc_0719markets29.html?partner=msn
July 20, 2007 1:13:44 AM

turpit said:
Wait a sec, the way that artical reads, it sounds like AMDs total market share is now @ 11.4 %. If thats true, it means they lost almost another 10% since quarter 1.

Your link didnt work...this was the story... yes?
http://www.forbes.com/markets/2007/07/19/amd-2q-earning... bc_0719markets29.html


Yeah, that's the article. They're talking total microprocessors, not just CPUs. However, the state of Motorola right now is hurting AMD in the embedded sector, and ATI is relatively flat - so the gains are probably from CPUs. Will have to wait for an official breakdown to be sure, however.
July 20, 2007 2:30:35 AM

stock market sucks!
intel makes a nice profit and goes down!

amd loses a $1 a share but net revernue is up - so it rallys - lol
July 20, 2007 2:31:03 PM

i think u mean gross revenue is up.
July 20, 2007 3:51:10 PM

dragonsprayer said:
stock market sucks!
intel makes a nice profit and goes down!

amd loses a $1 a share but net revernue is up - so it rallys - lol


Yeah, the market doesn't make sense.

Maybe we'll see Henri on a street corner with a tin cup calling out "A dime, a dime, anybody got a dime?". Following that, some market analyst will talk about AMD's new revenue enhancement and the stock will soar to new heights.
July 20, 2007 6:56:19 PM

dragonsprayer said:
stock market sucks!
intel makes a nice profit and goes down!

amd loses a $1 a share but net revernue is up - so it rallys - lol


No kidding!!! What is it that the analysts/institutions hate so much about Intel? They certainly don't use the same performance measurment for AMD as they do for Intel. It seems that they look for any potential negative message by Intel (gross margins), whereas they look for any potential positive message by AMD (increased sales)...and blow both to the extreme. :fou: 
July 21, 2007 4:42:42 AM

bixplus said:
No kidding!!! What is it that the analysts/institutions hate so much about Intel? They certainly don't use the same performance measurment for AMD as they do for Intel. It seems that they look for any potential negative message by Intel (gross margins), whereas they look for any potential positive message by AMD (increased sales)...and blow both to the extreme. :fou: 



You're right. They don't use the same performance measurement for AMD as they do for Intel.

In answer to your question, the thing that analysts/institutions hate about Intel is its size. Intel is a giant corporate entity. 93,000 employees, or something like that. Huge operating expenses. Keep in mind that Intel was a de facto monopoly for many years, and that it is designed and built for world domination. AMD is actually a much smaller and leaner company, even after the ATI acquistion.

It comes down to a question of sustainability. Can Intel sustain profitability at this size with an alive-and-kicking AMD nipping at its heels? Some investors aren't ever going to be comfortable with Intel until they are presented with clear evidence that they have AMD on death's door. I don't suppose any one here really wants Intel to be able to name its own price like in the old days, but that's exactly what investors want to see from the company.
!