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Apple Inc. Message Board

andi8546 28 posts  |  Last Activity: 16 hours ago Member since: Oct 27, 2011
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  • andi8546 by andi8546 16 hours ago Flag

    Get paid $72M to be the CFO of the company and a year later get to keep bashing it. Why did they hire this dude in the first place.. 100% of his pay should be based on stock options from a year ago and you'll see him change his tune.

  • Bad earnings, worse outlook, negative cash flow.. Market Cap is $1.3B.. I wonder if this is a setup for Mudbala corporation to buy the whole company without paying any significant premium. Heck for the money AMD pays to Global Foundries thru the Wafer Supply Agreement, every year ($1.2B/yr), Mudabala could just buy AMD outright(minus the 20% they own) and then continue getting paid $1.2B/yr thru the Global Foundry agreement.

  • CEO has been talking about how great the roadmap is.. The only problem with the roadmap is that it is a roadmap and there is no revenue associated with it, all the while expenses keep piling up!! Q1 2015, the roadmap was how great Q3 and Q4 will be because of Windows 10. In Q2, there is no mention of Windows 10, because there is no significant impact, but the roadmap for 2016 looks great!! Talk about selling futures and running the company to the ground

  • Reply to

    AMD re-profiling wafer purchase commitment

    by bashingforfun Jul 16, 2015 11:45 PM
    andi8546 andi8546 Jul 23, 2015 3:30 PM Flag

    I've said this for sometime that the AMD execs do not know what they are doing. The actual WSA is for $1.2B not a little over $1B(devinder is lying). They have been forecasting lower revenue, but the WSA drop was not in line with the lower forecast back in December. This is because there is a huge conflict of interest in the Board..aka Mudbala. They own GF and they want to see a large WSA agreement, which is exactly what the AMD execs promised thru the WSA so they can continue their jobs. Dr Su doesn't understand finance or how this huge commitment and spending has created a negative book value for AMD.. Rory didn't do that.. Lisa Su did that over the last 3-4 quarters. Talk about fleecing of the shareholders!!

  • Reply to

    AEA wrote 800c AAPL Aug 21 2015 120 call at 17.10

    by aea_dl8 Jul 9, 2015 12:40 PM
    andi8546 andi8546 Jul 22, 2015 10:19 AM Flag

    Only Jul 9th Apple traded at $123-$124 and the 120 call never traded at 17.10 :).. Maybe more like $5, but never $17.10.. Nice try.. Jan 2017 120 calls are trading for $17.

  • Will have to wait until atleast a quarter to see if the +6% revenue gains are realistic and what the following quarter predictions are.. until then its dead money. Worse could be more shorts piling on which could sink the shares further or some big investors bailing out of AMD. CEO is incompetent and clueless and has run the company to the ground. Bigger question is if the board is as clueless and bought into the story.

  • andi8546 by andi8546 Jul 16, 2015 3:31 PM Flag

    AMD has some many leaks its not even funny and it looks like the earnings have already leaked out, so its dropping like a rock. I wonder how the board can keep appointing incompetent or crooked CEO's year after year. The new CEO is even worse then the previous one. Lowered expectation 3 quarters in a row and still missing the lowered earnings and revenue guidance. How incompetent do you have to be to do that?

  • Reply to

    AMD = ALL MOST DONE

    by badvibescoming Jul 10, 2015 11:37 AM
    andi8546 andi8546 Jul 10, 2015 12:04 PM Flag

    That is a good one!!

  • andi8546 andi8546 Jul 9, 2015 11:21 AM Flag

    Dismal performance is an understatement. Its been a disaster and a shorts dream!! Its lost over 50% of its value in 6-9 months all at the helm on the new CEO. In October 2014 Lisa took over as the new CEO from SVP role and guided down for Q4-2014, then in January she guided down again, followed by a guide down in March and now another guide down and miss in July. Its sheer incompetence at the helm. If you need to guide down once and do a reset, it is understandable, heck you can even do it twice, but if you keep doing it again and again (now the 4th time), that shows that you have no idea what to expect in sales and revenue and can't really lead a company. And not only did she guide down 4 times, AMD missed the lowered guidance.. How bad is that!! Also its not like she was brought from the outside. She has been a SVP at AMD for several years, so this should be very clear. As I mentioned that a few lawsuits will clear up things and if there was any other motivation or if this is sheer incompetence. Also I don't trust the cash balance numbers. Some tandoori chicken is being cooked along with the AMD books. I think it is closer to $650million since Devinder purposely dropped that hint in the last conf call. All along they were talking about $800-900Mil in cash, but listen to the last call and he seemed to indicate they were comfortable with $650 million in cash. The $830Mil is including some other things and I suspect the actual cash is closer to $650 million. Most probably that bomb will drop on the earnings call. These jokers should not be SVP or even VP, much less a CEO of a company.

  • There is definite attempt at manipulation going on by the executives of this company and a few lawsuits should clear that up. Mudbala or somebody wants this company cheap and hence the revenue miss pre-announcement. There was no reason to be doing a press release now.. You could have just waited until earnings.. In Q1, they had indicated flat to -3% on revenue with an error or +/-3%.. So revenue could have been -6%.. Instead they are at -8%. So it would have been a miss of -2% from what they had predicted, which they could have done in the earnings call. Companies miss or beat earnings and -2% miss would not be huge, but a per-annoucement made it worse for shareholders. They per-announced so they dropped the shares and will drop further on the earnings date, so somebody can come in and swoop this company at a much much lower price. I think it is Mudbala, who already owns 20% and can pretty much get the company now for less than $1.5B. A lawsuit needs to happen to see if the CEO and executives are involved in an pending acquisition offer and if that is influencing them to do such per-announcements.

  • Analysts needs to ask the CEO & CFO a simple question. Why was the Wafer Supply Agreement signed for $1B for 2015, when the last year 2014 WSA was for $1.2B? 2014 revenues were over $5.5B, while the 2015 revenues are expected to be below $4B now? Clearly the executives have no idea what they are doing. If you really need $1B in wafer supply agreement with revenues of only $4B, it implies that you are shipping products at a lower margin and deep discounts. Incompetent CEO, CFO and Board.

  • andi8546 andi8546 Jul 6, 2015 5:22 PM Flag

    Well we got a negative jump in AMD PPS :). I've been saying this for a longtime, the CEO is not competent and does understand margins. Except the same things next quarter.. Can't even predict the sales quarter to quarter yet somehow can predict that second half of the year will be better.. Fool me once shame on you, fool me twice shame on me.

  • Reply to

    CEO is incompetent

    by andi8546 Jul 6, 2015 4:26 PM
    andi8546 andi8546 Jul 6, 2015 4:33 PM Flag

    Also, pretty much the top 3 executives were fired from their previous jobs.. Su was pretty much fired from Freescale, Forrest Norrod was fired from Dell and Papermaster from Apple(remember antennagate?). No surprise they cannot even figure out their forward revenue guidance. They guided down in October last year, then again in January, followed by April and now July.. Get the picture?

  • I posted several articles over the last 2-3 quarters and like clockwork the revenue estimate have been lowered AGAIN. . This CEO knows 2 things.. One is to consistently miss the guidance and keep lowering the revenue, Two is to keep using the word "color" in the conference call.. You could replace the CEO with a monkey and pretty sure you could do better. While you are it, replace the BOD with orangutans and you'll have this stock fly thru the roof.

  • andi8546 andi8546 Jul 2, 2015 12:52 PM Flag

    Definitely reporting this to SEC. Inside information is being leaked out and shorts with inside information are starting to cover. This is going to be a big red flag for SEC.

  • AMD has more holes then a sinking boat.. Confidential inside information leaks out big time at AMD and I suspect people got a hold of the Q2 numbers which is why this stock is dropping like a rock. We knew it was going to be a loss, since the CEO can't predict for #$#$, but I guess it was worse then the lowered expectations. Not surprising since the only thing the CEO knows is to lower expectation every quarter and reset the numbers.. Talk about an incompetent CEO and BOD

  • Reply to

    Short Interest

    by yourbestfriendintheworld Jun 26, 2015 12:48 PM
    andi8546 andi8546 Jun 26, 2015 1:25 PM Flag

    And the people loaning the shares to shorts is Mudbala. That tells you a everything you need to know

  • Reply to

    Mudbala scam

    by andi8546 Jun 23, 2015 9:27 AM
    andi8546 andi8546 Jun 23, 2015 9:47 AM Flag

    There is no issue with Intel licensing. In fact Intel would be in much worse shape and the government will never let the Altera acquistion go thru if Intel is declared as a monopoly. Pretty sure Intel will allow licenses access, otherwise their deal with Altera gets scuttled.

  • andi8546 by andi8546 Jun 23, 2015 9:27 AM Flag

    Mudbala will keep this stock pretty much at this price since they will not benefit from a buyout. They own the 20% of the company and if they pay another $1.8B they pretty much own AMD. If you get to secure $1B+ a year agreement for GF and keep that going for years to come, why would you not pay $1.8B and own this company. The biggest threat to them is somebody else coming in and buying AMD, and since they own 20% of the company and are on the board, they will never let this happen. The CEO is beholden to the 20% shareholder and everybody else is screwed.

  • Reply to

    What about ORACLE buying AMD ?

    by mounadher Jun 22, 2015 1:31 PM
    andi8546 andi8546 Jun 22, 2015 4:08 PM Flag

    They could buy the x86 server business and sell the other business to somebody. Oracle is under "new management" and they might be looking to grow thru acquisition(kind of like the new Intel CEO)

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