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Advanced Micro Devices, Inc. Message Board

  • keeperoftheq keeperoftheq Jan 16, 2013 4:19 PM Flag

    AMD Earning Preview


    In an effort to strengthen its competitiveness and reduce its expense base, AMD announced a restructuring plan last quarter. In addition to its restructuring effort, increase in Trinity notebook shipments and introduction of Opteron chips in the server market towards the end of the quarter could have a positive impact on AMD’s earnings outcome in Q4 2012.

    The restructuring plan announced in Q3 2012 was an effort to strengthen AMD’s competitiveness and reduce its expense base by 25%, in light of the broader macroeconomic issues.

    ((((AMD’s Trinity notebook shipments marked a 70% sequential increase in unit shipments.)))

    Trinity notebooks accounted for one third of the total notebook shipments in Q3 2012. Though the Trinity APUs are targeted at the mainstream price points, AMD claims that it is witnessing continued consumer adoption at higher system price points as well and scored significant design wins last quarter. Thus, we expect to witness an increase in Trinity shipments in Q4 2012 as well.

    As you can see, AMD is getting healthier. Look for AMD to jump higher through 2013 and well into 2014.

    Sentiment: Strong Buy

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    • Cutting wafer order is not always a good sign EXCEPT when you already have and excess inventory of wafers. The excess wafer inventory was from a slower than expects PC sales. We already know about the slowdown in PC sales. We do know that chip sales are expected to increase according to the IDC. This will give AMD the advantage to shed some inventory.

      We will see sevrence pay in the 4th quarter, but the savings will be greater than the sevrence pay. After that, AMD will save $190 million in 2013.

      Add up the savings from cutting the wafer order and 15% employee discount, it add up to a ton of money.

      I to am looking forward to a better than expected report. The longs will be rewarded and the shorts will get burned.

      Sentiment: Strong Buy

      • 1 Reply to blu_is_cool
      • the massive cut in the workforce and revenues tells the tale of a shrinking company not a company of growth i bought this stock because it was oversold and undervalued but with the recent runup alot of short covering has already been done and the valuation is more in line..i do belive there will be more short covering and mabey 3.25 is reachable but as soon as the short position unwinds it will probually retrace quite a bit of the gains..i dont know why you are so bullish on earnings? what are your estimates either you or the qs can answer because its obvious you are one inn the

    • your title says earnings preview. do you have any idea on what sales rev will be ? how much are the losses gonna be? how much cash will they burn threw with the restucturing charges,payments to global foundries and losses from operation. the apu article that you cut and pasted only accounts for a small part of sales ...make no mistake there will be no earnings the question is about how big the losses will be

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