Today a truck load of IT journalists are invited by AMD in Dresden.
They don’t have to pay for the flight, so we can expect some important news.
AMD most likely will explain the Asset Light strategy. I don’t think, AMD is showing how nice the fabs are looking.
Shorts will have a bad weekend!
Not bad till now, more to come!
"It's pretty clear that the EU stung the FT by denying the claims of a decision"
The article is a sham but it sets up an expectation for taxpaying Europeans that Intel’s fine will be in billions based upon FTD’s “extensive proof”. Frankly I think that the article taints the whole of the EU investigation. FTD just told Neelie Kroes that Intel owes billions. So what is she suppose to do? Fine Intel something significantly less? No fine? Who is the investigator Neelie Kroes or the FTD? Maybe Neelie Kroes should send a team of raiders over to FTD and interrogate the sources of the extensive proof. Certainly she has an interest to determine if there are any leaks from her own investigation. To mildly put it, all if this is not fair to Intel and even though Bagholders never will understand it certainly the Europeans should.
It's pretty clear that the EU stung the FT by denying the claims of a decision, and the FT is trying to prove the case themselves to distract from their hurt.
You see it here all the time. Some pumper posts nonsense, someone else disproves every word of it, then the pumper changes the subject to a weaker claim that was debunked long ago.
The FT is not a court, nor even a kangaroo commission in a jumped-up oligarchy, and their "proof" is just repetition of the allegations.
For all their history and pretense at sophistication, Germans seem to act like children their entire lives.
Oh, and what exactly did Hector say over the weekend in Dresden?
These journalists should come to an end now with their party in Dresden and should show us the news. Maybe they need some time for insider trading but this week we should hear something!
This better be more than a new marketting team or I'll be flying to dresden to torch the factories so they can make insurance claims. (Just kidding for anyone taking my comments to seriously). Either way it has to be big and adequate to make them profitable when they don't have a product to dominate their competition in server or mobile. (desktop is crap, just volume)
“Today a truck load of IT journalists are invited by AMD in Dresden.”
Would that be a dump truck? If it is such a big event why no mention of it on AMD Investors Relations website, or anywhere else for that matter? If you, or any other Bagholder, live in Dresden how about hot footing it over there and give the world an eyeball report. So far the pertinent facts about asset light still reside in Hectors cranium, maybe something will leak out today at the thing there, whatever the thing is, in Dresden.
Do not be surprised that Asset smart is only AMD coming up with with a fancy marketing term for better efficiency in the running of the Dresden plant. Perhaps this was hinted at with the naming of two new Execs one from Freescale and the Other from IBM. AMD has been meeting with these companies on a unified course of action to get to the goal of further efficiency when it comes to 300 MM wafers and the production of chips. Perhaps both IBM and Freescale demanded that AMD use their guys going into the future if IBM and Freescale where going to fund the research that went into this Asset smart efficiency project.
For myself if this is true it only goes to show how very far Intel is ahead of the others when it comes to working with larger wafers but smaller chips, if competitors would unite to take on Intel. Make no mistake AMD is IBM's competitor and as long as AMD sells into IBM's space they will remain so. the deficiencies of IBM's SOI may make it seem that IBM has sold AMD a can of worms but other then that the only thing keeping IBM from trying to trounce AMD to defend IBM's server share is IBM receives a small fortune every year from AMD for doing AMD's R&D for them. This Asset Smart is more of the same.
Actually Asset Smart may be old since IBM late last year already reorganized its microchip division most likely under this same Asset smart umbrella.