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Advanced Micro Devices, Inc. Message Board

donttrustanalyst 110 posts  |  Last Activity: 2 hours 51 minutes ago Member since: Apr 9, 2005
  • donttrustanalyst donttrustanalyst 2 hours 51 minutes ago Flag

    In 2000 AMD did buy these x86 instruction sets for a few $. There was no license. Now x86 is expired ! That's all I did read here and there.
    AMD still needs the intel patents around SSE and the AMD/intel contract is full of top secret clauses we don't know about. Top secret because this contract is illegal? Would like to know what kind of secrets "friends" like AMD and intel could have !

    Sentiment: Strong Buy

  • at digitimes
    "With better-than-expected performance in the third quarter of 2014, some market watchers have speculated that Intel will stop providing subsidies for its mobile device solutions to eliminate losses from the business; however, sources from PC players believe Intel is likely to continue offering subsidies to some of its larger clients, such as Asustek Computer, through different methods in order to maintain orders.

    Asustek responded by stating it does not comment on market speculation, while Intel said that the company's has not announced specific timing for the discontinuation of contra revenues for the mobile segment, but is now focused on cost reduction for both the platform and the overall platform BOM. Intel is adding SoCs (SoFIA) that are designed specifically for the segment to its roadmap and expects related product- and bill of materials-costs to decline meaningfully as new, more cost-competitive products are introduced.

    The sources pointed out that Intel has been aggressively providing subsidies and assistance on technology and marketing to first-tier brand vendors as well as white-box players in China, looking to expand its share in the mobile device market. Asustek is currently the largest client of Intel's handset and tablet platforms.

    In 2014, Asustek placed orders for over 7.5 million Atom processors with Intel for its ZenFone- series smartphones. Including orders for its MeMO Pad 7/8, Transformer Pad, Fonepad, Windows 8-based tablets, T100 2-in-1 and PadFone X mini, Intel received at least 15 million CPU orders from the Taiwan-based vendor in the year.

    The sources believe that Intel is mainly stopping its subsidies to China's white-box players as its cooperation with Tsinghua Unigroup should no longer require the CPU giant to promote its products in China.

    Spreadtrum Communications, a CPU subsidiary of Tsinghua, will develop x86-based SoCs jointly with Intel and will also be responsible for selling the CPUs in China......"

    Sentiment: Strong Buy

  • donttrustanalyst donttrustanalyst Oct 21, 2014 4:41 PM Flag

    Around ten posts in a row without basher disruption that's record breaking !
    besides, intel is bleeding money for a last effort !!!
    intel will fail again !!!

    Sentiment: Strong Buy

  • donttrustanalyst donttrustanalyst Oct 21, 2014 11:09 AM Flag

    I hope so too! Intel doesn't compete, intel donates as usual money for not to buy competing products and calls it "contra revenue" or "advertising funds".

    Sentiment: Strong Buy

  • donttrustanalyst donttrustanalyst Oct 21, 2014 8:39 AM Flag

    This intel jingle in a Smartphone TV-spot sounds very strange!

    Sentiment: Strong Buy

  • donttrustanalyst donttrustanalyst Oct 21, 2014 8:33 AM Flag

    Apple, Samsung and others can't beat this price. There will be no Happy Christmas.
    Most of IT world now will learn about intel: "Buy our products or loose money" ( But so does intel ! LOL !)

    Sentiment: Strong Buy

  • Very cheap ASUS/intel Smartphones thanks to intel subsidies!
    asus. c o m /de/Tablets_Mobile/

    Sentiment: Strong Buy

  • Reply to

    IBM buying AMD for $6

    by brassballs4ever Oct 20, 2014 12:20 AM
    donttrustanalyst donttrustanalyst Oct 20, 2014 11:06 AM Flag

    AMD did beat IBM !
    "At this point, IBM is practically the only company using its own Power chips. In the past, it was able to sell them to game console manufacturers like Sony , Nintendo , and Microsoft MSFT -0.28%, but in
    the last round lost that business to Advanced Micro Devices AMD -3.31% (AMD)."
    To save IBM's reputation and to be further recognized as an important global player IBM has to buy AMD !

    Sentiment: Strong Buy

  • Looks like another year with this basher pandemic !
    It's a lot of inhuman work to scroll this MB to the very few sane posters !

    Sentiment: Strong Buy

  • donttrustanalyst donttrustanalyst Oct 18, 2014 8:42 PM Flag

    There is no way that hundreds of millions intel cpu license fees are worth as much as AMD is selling.
    There is again no way that intel is hurting AMD to do business with AMD customers with billions of intel "contra revenue" and "subsidies" former called bribery e.g of one billion payments to dell.
    intel will loose the right to use AMD IP or will have to pay the same amount for every cpu sold as AMD will have to pay!

    Sentiment: Strong Buy

  • Lisa, don't let intel earn billions with AMD patents !!!

    Sentiment: Strong Buy

  • at benzinga
    "Advanced Micro Devices, Inc. (NYSE: AMD [FREE Stock Trend Analysis]) reported its third quarter earnings. Shares of the company are up 4 percent.

    Below are some key highlights from its conference call.

    • While our Enterprise, Embedded and Semi-Custom segment had a strong quarter.
    • We did face some challenges in our Computing and Graphics business due to ongoing weakness in the consumer PC market.
    • We know what we need to do to improve performance going forward and are taking the appropriate actions

    Segments:

    • Our Enterprise, Embedded and Semi-Custom segment delivered sequential and year-over-year revenue and operating profit improvement.
    • We had strong embedded processor revenue growth and secured multiple new design wins across our priority markets.
    • For instance Arista, a leader in software-driven cloud networking, began ramping production of new switches powered by our Embedded G-Series SoC.
    • Our customers also began ramping a number of new retail and educational digital signage wins in the third quarter.
    • Our work to lead the industry's transition to 64-bit ARM servers also gained momentum in the quarter.
    • Design work for these opportunities has started and we anticipate first silicon revenue in 2016.
    • We met our goal to double our commercial client design wins from last year and are pleased with the initial progress we are making to build a richer mix in our PC business.
    • New commercial client offerings from Dell, HP and Lenovo have started ramping resulting in approximately a 50% increase in our commercial APU shipments from the second quarter.
    • And in the professional graphics market, we believe this remains an area where we see the opportunity for ongoing growth.
    • In the third quarter, channel sales increased sequentially and we secured several new design wins with Dell and HP that will reach market early next year.
    • Although we increased overall desktop processor unit shipments from the previous quarter, our ..."

    Sentiment: Strong Buy

  • donttrustanalyst donttrustanalyst Oct 16, 2014 2:45 PM Flag

    Who is the graphics king ? A M D !!!

    Sentiment: Strong Buy

  • and Cramer did say "sell AMD"
    any lesson learned ?

    Sentiment: Strong Buy

  • Rory Reed transition was planned

    Ever since we learned Rory Read was stepping down and Lisa Su was taking over as AMD CEO, we were on a mission to find out what was behind the company's decision and timing.

    After some research and inquiries with multiple sources we can confirm that the transition was not rushed and forced. It was a planned transition and it was in the works for a while. Rory was brought in to restructure AMD and prepare the company for the future, as the long-term strategy set by Dirk Meyer was not working as expected. AMD has fallen behind Intel and the company's prospects were affected by delays and execution issues.

    Rory's key job was to stop the slide and get AMD back to profitability and that is exactly what he did. Many of his decisions were not popular but they worked. A source has told us that Lisa Su was groomed to become the new CEO of AMD.

    Lisa understands products and this is something that company like AMD needs. This brings back memories of Microsoft's CEO search and the time it was trying to get Ford CEO Alan Mulally. Bill Gates insisted with the board that they choose an in-house, tech savvy candidate. The press felt more confident about AMD with Dirk Meyer at the helm than Rory Reed, but Read is an operations exec rather than a techie.

    Lisa has a better understanding of technology as she has an engineering background. She knows that time to market and better execution are crucial for the future of AMD. She was groomed for the CEO position from the day she joined the company and it was obvious that this will take place in case she did well. Guess what, she did well and as a result Su is now taking over. We also hear that there will be some more radical changes at AMD over the next few months.

    We still don’t know why AMD chose to announce Lisa Su's promotion a week before its financial conference call, but since the call takes place on the 16th, or tomorrow, we should know soon enough.

    Sentiment: Strong Buy

  • Taking over more business over from Nvidia

    Since last month we have been hearing that AMD has nested quite well in Apple, which used Nvidia GPUs in recent years.

    AMD started the infiltration with last year's Mac Pro that currently ships solely with AMD professional GPUs and on the 16th of October Apple is expected to introduce a iMac 27 with a 5120x2880 panel powered by an AMD GPU.

    This is a significant win for AMD, but the real winner is Intel since most Apple notebooks will continue using integrated Intel HD or Iris graphics. Only a few iMac and Macbooks are using Nvidia Geforce 700 generation GPUs, but this might change as well. The iMac 27 with its 5120x2880 panel will be the highest resolution All-in-One on the market and having GPUs in two unique machines, the iMac 27 5K and Mac Pro, is a huge technological and psychological win for AMD. Intel Iris Pro is enough to run most Macbook computers, but for anything serious, a proper discrete GPU is still the king.

    We are not sure what Nvidia did to upset Apple, but this round of devices will be powered either by Intel integrated graphics or AMD discrete graphics. The only thing that comes to mind is that Nvidia might have approached to Apple about royalties for their GPU IP and Apple didn’t like it, but this is just speculation.

    Sentiment: Strong Buy

  • donttrustanalyst donttrustanalyst Oct 14, 2014 6:33 PM Flag

    AMD's desktop APU has the best performance despite the fierce competition from Intel's Haswell CPUs. This might mega.hurt you!

    Sentiment: Strong Buy

  • at digitimes: "Asustek, AMD said to strengthen partnership"
    "AMD's partnership with Asustek Computer is growing tighter and the CPU maker reportedly will use Zen to name its next-generation desktop APU platform for 2016 and their expanding cooperation is also expected to influence the desktop market, according to sources from the upstream supply chain......"

    Sentiment: Strong Buy

  • donttrustanalyst donttrustanalyst Oct 14, 2014 10:41 AM Flag

    Whatever direction MMs could do $52 also !

    Sentiment: Strong Buy

  • Today at tickerreport, but $52 ???
    "Advanced Micro Devices (NYSE:AMD)‘s stock had its “buy” rating restated by analysts at Citigroup Inc. in a research report
    issued to clients and investors on Tuesday. They currently have a
    $52.00 price target on the stock, down from their previous price target of $56.00.

    A number of other firms have also recently commented on AMD. Analysts at Imperial Capital cut their price target on shares of Advanced Micro Devices from $4.60 to $4.00 in a research note on Thursday, October 9th. They now have an “outperform” rating on the stock. Separately, analysts at Wedbush downgraded shares of Advanced Micro Devices from an “outperform” rating to a “neutral” rating in a research note on Thursday, October 9th. They now have a $3.00 price target on the stock, down previously from $6.00. Finally, analysts at Zacks ...."

    Sentiment: Strong Buy

AMD
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