No matter how many supercomputer deals amd gets, it will have no impact. There is a little something called profits that are needed in this case.
Re: AMD SUPERCOMPUTER BIZ MEANINGLESS
Long-Term Sentiment: Strong Buy 07/28/03 03:03 pm
Msg: 829346 of 829481
"WE WILL NOT SEE TEN DURING 2003"
I bet we see 10 during August, 12 in Sept, and 15 by December
And: mid 20s after earnings 1st Q 04...Raven
Even if sales of Opterons for supercomputers aren't large enough to impact the bottom line significantly(that might not even be true), the free publicity that AMD is receiving from that has tremendous value, and might help significantly increase AMDs processor sales.
Well, let's analyze the situation realisticly. An AMD opteron 800 series sells for with a hefty production margin which means they make more money than it cost to produce the processor each time they sell one. Look at the financials. They have revenue and then cost of revenue. If a company has a higher revenue than cost of revenue, they need only scale up their operations to become more than profitable, to become a company with earnings. The only reason that AMD has had negative earnings in this latest quarter is because the R&D wiped out the profit, and administrative selling (advertising and schmoozing)put them in a big loss. AMD is doing a fine job on keeping the production cost low enough to turn a profit. They just haven't turned enough of a profit to cover the other expenses that occur outside the fabs. So, no need for excessive capitalization and flaming on your part. The most important point is that if AMD sells enough processors, they will have positive earnings. /*ericsuckscock2001 is a moron. this is why we need the ability to give negative recommendations to messages*/