Gee, I wonder why it is that Apple won't use *any* AMD CPUs or APUs?
Come to think of it, I also wonder why Apple, who used to use AMD discrete GPUs in the MacBook Pro, iMac and Mac Pro lines, kicked AMD out of the high volume MacBook Pro and iMac lines, and kept them only in the slow-selling, low volume Mac Pro line?
Oh wait, I know! It's because AMD chips are GARBAGE!
Great. 12-core AMD APUs ought to be half as fast as a bottom end Bay Trail and consume at least 32x more energy.
AMD can't give away it's out of date CPUs. They are junk. Deadmeat.
Sure they did. nVidia is within pennies of a 52 week high. How does that compare to AMD's current share price?
NVDA followed the nervous market. AMD was punished well beyond market decline, for failure and likely bankruptcy later this year.
Debt went way up.
Discrete graphics sales tumbled.
Despite promises by the CFO to the contrary, margins were low and flat - no improvement.
AMD lost money again, and failed to deliver promised EPS increase.
AMD's low margin semi-custom strategy is killing it. Stupidest move in tech history.
I cannot wait to see how much cash AMD burned in the quarter. They omitted that key data point, but the analysts will surely pick at it in the CC.
AMD could open more than 30% down tomorrow morning after the full details of the train wreck are revealed tonight.
Excellent analysis. Even AMD fantard Justin Jaynes agrees with you - he's expecting AMD to miss and its goose to get cooked badly.
Got your attention, eh, bagholders?
Not long now before you get bled like a stuck pig.
INTC v. AMD is like Germany v. Brasil; an arsepounding every time.
Trying to replace moron CEO.
No interest in ARM microserver chips.
Console chips hit high water mark and are in retreat.
No new semi-custom wins of any size.
That's amazing data, really.
AMD grosses just $120 per unit and nets just $15 per unit. That means that AMD's revenue and income on PS4 for the current quarter will be less than half on both counts of its revenue for the initial quarter of console availability.
That's a huge deficit. With AMD's falling market share in CPUs and GPUs, it's very clear that AMD has no way of covering the shortfall in console revenues in will suffer this quarter.
B- is not "stable". B- is "sub-prime, speculative."
Was AMD even there? No one can recall.
AMD has zero top tier tablet wins for the new chip, just like it had zero top tier tablet wins for over-hyped Tehmash last year.
Mullins will sell worse than Tehmash since it's up against even tougher competition.
Well, he kinda has to say that. If AMD's ARM server chips don't take off, Feldman will be out of a job and SeaMicro will fold. 99% of everything SeaMicro has sold and is selling today, ships with an Intel CPU inside. Opteron is a joke, with less than 4% server market share (down from 30% just a few short years ago).
It is humiliating for SeaMicro to be forced to sell Intel chips because the AMD chips are such #$%$.
But the writing is on the wall for ARM in servers. It's a stillborn effort. Caldexa folded in the face of the new Atoms. AMCC is on death's door as well. The extremely high switching costs of changing ar#$%$ectures in the data center combined with the fact that the 100% compatible with existing software Intel low power designs are higher performance and more efficient, ensures that AMD's ARM gambit will be DOA.
This sell-off should snowball into the close now.
Nintendo won't be changing chip architectures for its new third world cheapy console. It can't afford $100 per CPU or even $30 per CPU, and still succeed in a market where the per capita GDP is just $6k, and everyone's number one luxury expenditure aspiration is an iPhone.
By sticking with current cheap architecture, Nintendo increases its CPU volume and reduces per-CPU cost, and avoids the costly, cumbersome issue of splitting developers among different platforms and/or porting key Nintendo exclusive content.
Something tells me you'd have to learn to read first, before becoming a judge I mean.
Say, have you seen AMD's 10 year chart? Seems to me a company that pays substantial dividends and is solidly profitable, quarter after quarter, year after year, is preferable to a company that has lost money in thrice (means "three times", Neanderthal) as many quarters as it has turned a profit and delivered a loss of 71% of its value over the last 10 years.
But what do I know. I'm only a genius. I could learn a lot from a knuckle-dragger like you I bet.
Boom! Intel guarantees massive volume availability of Broadwell well in advance of the holiday season.
Why should you care?
First, tablet sales are slowing. Morgan Stanley lowered the tablet growth forecast for 2014 from 26% to just 12%.
Second, Broadwell is Haswell with a third longer battery life (15 hours instead of 10), or Broadwell is Haswell with 30% better performance at the same battery life.
"Broadwell will be a significant jump forward for PCs because it's built on 14-nanometer tech, allowing the processors to use up to 30% less power than the current Intel Haswell chips while maintaining the same processing power."
Any way you slice it, AMD comes up SCROOOOOOED!
Assume the position, fantards. Again.
Lisa Su apparently doesn't know that ARM is just as proprietary a processor architecture as x86, PA-RISC, Sparc. etc.
She's the flippin' GM and doesn't know this fundamental fact about the technology. While she's not quite as dumb as Rory, who the BoD muzzled a year or so ago, she is definitely even dumber than pluscard, and that says quite a lot.
...as Rory, Lisa Su is just as clueless.
At the JP Morgan conference today, she suggested that x86 is proprietary and ARM isn't.
Holy transgender morons Batman! Lisa, the reason you needed a LICENSE from ARM is because ARM owns that proprietary architecture, and without a license AMD would be an INFRINGER! You needed a LICENSE from Intel for x86 architecture for exactly the same reason. Both are proprietary to a third party, and in both instances, rather than AMD innovating, it instead left the heavy intellectual lifting and market making to a licensor/owner of the borrowed technology.
But what does one expect? A company like AMD that hasn't seen a 52-week high above its last 6-year low in the last 2 years can't really hire anything but cast-offs.