1.2 Billion cash in hand
Q2 would be flat or maybe better then expected
GPU business is growing 7%
Solid lineup for 2013 and return profitable during second half
During 2013 40 million console would sold and we would be happy if we get 50% of it.
20 million x 40= 800 revenue and 30% for profit would be 240 million. Thats a low ball from gaming console. I expected to see PS4 and Xbox720 to be sold out once it is launch worldwide. 10 million PS4 and 10 million xbox720 with more sales coming from Wii, Wii U(Big sale with game coming out like Zelda, Mario Kart, Mario Galaxy), Xbox 360, GPU 9000 series.
Server business that Intel is increasing and so it AMD
Going to Mobile with a APU better graphic and CPU for tablet and smartphone gaming while not using up all their battery
Overall, we see AMD upside and a downside in the short but overall we see AMD to be in the 10's later on this year or the next
Not a basher or a pumper just trying to help people out that this company is not going to BK but has a year before thinks get allot better
Everyone "believes" they are objective. You are NOT OBJECTIVE. Therein lies the ENTIRE problem. You busted your butt to construct nothing more than pure optimism. Every line item in your list has a NEGATIVE flip side, which you ignored as even possible. That sir, makes you a pumper, like it or not. You are having a brain aneurism, like it or not.
For example, just one example of many: You pretend that intel doesn't even EXIST in your thesis. Fatal flaw number one. Do you even KNOW the parallel intel lineup arriving simultaneously, if not BEFORE Amd lauches? Why is that? Could it be your aneurism?
Do yo even know how few times Amd meets delivery dates? It's a rarity, BTW. Amd very frequently announces "delivery for revenue dates" but NEVER mentions their volumes, which are frequently shoe box volumes. Amd's OEMs are extremely often royally #$%$ off when Amd stiffs them. Ask DELL. Ask CRAY. Ask anyone. You have an aneurism.
You go on & on with optimistic game chip profit projections which have never been achieved by AMD for at least 13 years. Why now? Aneurism?
But let me part with my STRONGEST advice. Look at the competition!!! There are MANY Amd competitors with serious superior alternatives to everything Amd has. Not one of the 6-10 competitors is laying down and dying. They are coming after Amd with a vengance. That's NO ANEURISM.
I think im smarter then you in everyway you could think of. What is the term of Long term and short terms? Keep telling us Long that we are losing and losing our butts off. I just had this stock for a month and that is still short term for me.
Everything is coming out of your mouth is Intel this and Intel that. Did they hire you to say it Intel the best. Im positive if i have time and I could search that you will almost the same thing on ARM board, IBM, samsung and anything that is a rival from Intel.