I do love thunderman.
As for the speculation that it was ATI that drove up AMDs quartely earnings, allow me to put a damper on that. I was correct in TCs thread, AMD did sell its 200mm equipment. I was wrong in that it was not a chinese comapany. It was in fact a russian company, Angstrem, the same company that bought AMDs 130mm equipment.
The links:
http://www.tcmagazine.info/comments.php?shownews=21330
Angstrem, a Russian manufacturer who has previously bought AMD's 130nm equipment has again made business with the Sunnyvale Phenom maker and breaker and got the 200mm building machines in a deal worth about 132 million Euro.
For those who dont know, right now 132 mill Euro is equivelent to about $178 million USD.
http://www.dvhardware.net/article29189.html
http://www.sz-online.de/nachrichten/artikel.asp?id=1912570
the translation:
Dresden / Moscow. The U.S. chip manufacturer Advanced Micro Devices (AMD) has machinery and technology of its older factory in Dresden Fab30 at the Russian electronics group Angstrem sold. This company is currently in Zelenograd near Moscow a chip factory, the end of 2009 its production to absorb.
Angstrem chief Anatoly Soukhaparov said his company has a 815-million-euro credit received. "The money is mainly for the purchase of equipment and AMD in Dresden developed copper technology (CMOS) used," he said. According to AMD vice president in Russia, Pierre Brunswick, have the U.S. State Department and the EU agreed to the transfer of technology. The Russians received machines that produce chips on 200 millimeter wafers allow large. AMD is currently the Fab30 to Fab38 in order to 300 millimeter production.
AMD spokeswoman Karin Magistrate said only that there were several machines to semiconductor manufacturers have been sold, including Angstrem. "With the customers has been agreed." The proceeds from the sale puts the hochdefizitäre U.S. companies for the second quarter converted to 132 million euros.
AMD denied claims by Angstrem spokesman Dmitri Snameski under which the Americans Athlon and Opteron processors can produce in Russia. "This can not be said," it said. For months, there are rumors, AMD would outsource its manufacturing. For the construction of Fab38 competent manager Elke Eckstein left the company. AMD in Dresden has 2 800 employees
At todays exchange, the USD is 1.34 to 1 Euro, putting todays value of 132 million Euros equal to $178 miilion USD, as I noted above. At the actual time of the sale however, the euro was much stronger against the dollar, at 1.55 dollars to 1 Euro, meaning that todays 132 mil euro value of $178mil USD was actually $205 million USD at the time of the sale. Subtract that from AMDs reported loss of $67 mill USD and you suddenly get a $272 million loss for Q3.
So much for ATI bolstering AMD, and with the exception of a few died in the wool fanboys, I think we can all agree it certainly wasnt phenom B3 that helped AMD this quarter either.
But then, anyone who paid the least little attention already knew that AMDs 3Q report would be better than expected due to the sale.
Oh, just as a BTW, you gotta love AMDs latest spin on selling its fabs:
"AMD & ATI to form new Leading Edge Foundry"
as if they are in fact not selling their fabs but creating something totally new and unique.
Opps, almost forgot to feed my favorite troll.
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