With AMD Riding Waves of Volatility

Apr 30 2007 @ 12:29AM by jimmy

Thanks to John Chludzinski for this link to the New York Times talking about AMD stock. A.M.D. finds it hard to beat its nemesis because it keeps beating itself, analysts and fund managers who follow the chip industry say. The company is known for accomplishing the critical aspects of semiconductor production flawlessly ? but seldom all at the same time.

?A.M.D. is a company that has really struggled to execute on all cylinders,? said Telis D. Bertsekas, manager of the MFS Technology fund. ?Historically, it would have windows of technology leadership, then it would flub the manufacturing and distribution. Customers could never really trust them.?

In the latest episode of the rise and fall of A.M.D., the company seemed on the verge of slashing into Intel?s leadership late in 2004, when it developed a microprocessor that produced less heat than others available at the time, a feature that made it ideal for use in industrial servers.

 

AMD Updates First Quarter Outlook

Apr 10 2007 @ 11:37AM by jimmy

AMD Updates First Quarter Outlook

SUNNYVALE, Calif. - April 9, 2007 -AMD (NYSE: AMD) today announced it expects to report revenue of approximately $1.225 billion in the quarter ending March 31, 2007. Revenues declined sharply quarter-over-quarter for the Computing Solutions segment, primarily due to lower overall average selling prices and significantly lower unit sales, especially in the resale channel. AMD plans to restructure its business model to increase operational efficiencies and lower its operating cost structure. AMD will reduce 2007 capital expenditures by approximately $500 million, which the company believes will not materially impact capacity plans for the year. AMD will also significantly reduce discretionary expenses and limit hiring to critical positions. The company will provide more details during its conference call to report first quarter 2007 financial results on April 19. AMD will report first quarter 2007 financial results after market close on April 19, 2007. AMD will hold a conference call for the financial community at 2:00 p.m. PT to discuss first quarter results. A real-time audio broadcast of the teleconference will be provided at www.amd.com and www.streetevents.com. The webcast will be available for ten days after the conference call.

 

Chip Price War Staggers AMD

Apr 03 2007 @ 11:52AM by jimmy

Stock Off 60% In Past Year As Company Grapples With A Resurgent Intel. AMD stocks are hovering above $12 a share.....

Bad news for existing share holders, while on the other hand, people looking to invest to make a good buck in a year or two giving that AMD refinances, thier stock will most probably bounce right back up again.

"Its shares have plunged more than 60 percent during the past year on fears about the company's ability to continue gaining share without hurting profit margins. Meanwhile, Intel's stock has dropped far less.

Investors are concerned that AMD is spending too heavily to keep up with Intel's aggressive transition to next-generation manufacturing technology.

AMD's fall has wiped out about $10 billion in shareholder wealth. Analysts say the exodus will likely continue until the company resolves fears about its dwindling cash reserves and high capital expenditures."

More details

 

AMD Strengthens Embedded Offerings with Graphics Chipset, Development Board for Embedded Designers

Apr 03 2007 @ 11:41AM by jimmy

AMD Strengthens Embedded Offerings with Graphics Chipset, Development Board for Embedded Designers

AMD M690 Chipset for Embedded Designs and AMD Socket S1 and AMD M690 Chipset Development Board Enable Faster Time-to-Market for Embedded Designers Embedded Systems Conference

SAN JOSE, Calif.--At the Embedded Systems Conference this week, AMD (NYSE: AMD) announced the continued expansion of its embedded product offerings with the release of the AMD M690 Chipset for Embedded Designs, which provides a stable and reliable commercial embedded computing platform that includes cutting-edge graphics and performance features along with outstanding connectivity options. Supporting the availability of the AMD M690 Chipset for Embedded Designs, the company also announced the AMD Socket S1 and AMD M690 chipset development board, for high-performance capabilities with a low power envelope.

The AMD M690 chipset gives embedded system designers a choice when using the leading-edge capabilities of AMD64 technology. The AMD solution boasts graphics and enhanced video performance and numerous display and connectivity options ? key capabilities for next-generation thin client, point of sale, gaming and single board computing systems, among others.

 

Fastest CPU For End of 2007?

Apr 03 2007 @ 11:37AM by jimmy

Tech Report has a poll up asking who will make the fastest CPU. Intel is ahead 52% to 48% at present with 3483 votes total in.

 

Could AMD Be The First To Ship 8-Core CPUs?

Apr 03 2007 @ 11:33AM by jimmy

While it's a short news post, it does contain an interesting tidbit of information. It seems that AMD is planning to follow the strategy of rival Intel by sticking two of their upcoming quad-core CPUs on one die and calling it an 8-core CPU. Intel is using the same strategy at the moment with their quad-core designs, which are really two dual-core CPUs on the same die.

So the question is, can AMD double up their native-quad core CPUs before Intel can either figure out a way to put 4 dual-core CPUs on a single die, or develop a native quad-core?

"HOW DO YOU get from Montreal to Shanghai? If you are AMD, you put two Shanghais on an MCM and get to eight cores. How? HT3."