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Advanced Micro Devices, Inc. Message Board

  • madeit50 madeit50 Jul 19, 2013 10:15 AM Flag

    Most longs have lost nothing

    With our restructuring complete, our focus in the second half of the year is on continuing to accelerate our business. We expect a return to profitability in the third quarter based on the midpoint of our revenue guidance

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    • no - actually most of you might still sit on some profits but they will be gone within the next few weeks - as evidenced by the company's guidance the business model centered around the console graphics business is significantly flawed and leaves the company with little earnings power while facing huge risks

    • desperate attempt to pump this stock? LOL!

      Sentiment: Strong Sell

    • With our mobility APU launches last quarter we now offer the broadest range of mobile processors in our AMD history. Our new elite mobility APUs scale down below 4 watts, well more than doubling the performance per watt compared to our previous generation. We’re seeing strong adoption of these new APUs. This is particularly true of our high volume Kabini which is powering a number of thin and light touch notebooks that will hit the $400 price point

    • These tailored products are great examples of the opportunities we have to quickly diversify our product portfolio and enter into new markets where our IP and design capabilities provide us with a competitive advantage. Looking more closely at our progress and the PC market, our strategy to gain share by introducing a new set of APUs and winning high volume notebook designs across key customers by region, price point and form factor help drive strong double-digit sequential increases in mobile processor unit shipments.

    • Our traditional PC business is heading into the typically stronger second half of the year with a competitive portfolio of new products and strong mobile design wins, particularly persistent in the $300 to $600 sweet spot of the market. Many of these systems will be the first to bring touch capabilities down into the mainstream price points, where AMD has traditionally been the most successful. We remain on track to deliver more than 20% of our revenue from our semi-custom and embedded businesses in the fourth quarter. With growth in the second half of the year primarily coming from our semicustom SoC products for both the Sony and Microsoft next generation game consoles.

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