Lisa Su: "We're no longer going to stand in Intel's shadow."
Translation out of #$%$ into English: "We're probably going to lose our x86 license and no longer be permitted to make x86 chips."
Well given that semi-custom business has the wort margins of all for AMD ("low double digits") around 15%, this was clearly stupid business to chase unless, of course, you have no other, better business to chase.
The two semi-custom wins are worth 10% of what improving AMD's server CPU market share by 1.5% would be worth. If it wasn't for bad business, AMD would have no business at all.
If AMD didn't count its chickens before they hatched, it would have no chickens to count. ruckpral the sodomy pervert buggered all of AMD's chickens to death.
That would be similar to AMD giving Apple GPUs below cost just to reduce unwanted inventory, right?
In the wake of Intel's blow out earnings, revenues and positive guidance, followed by a sell off in the shares, DB opined that AMD wouldn't do as well as INTC, scarcely meeting already weak Q3 guidance when it reports. This speculation has triggered a massive sell-off of AMD shares that threatens to take the shares below the $2.50 low target.
If AMD drops below $2.50, the next support is in the $1s.
You said it. What a nutjob! Imagine stealing Intel proprietary designs for AMD then getting your pecker cut off so you'd look better in a dress. Crazy!
Says a lot about AMD though, don't you think?
"Even Intel was forced to sell their CPU's for Tablets below cost..."
False. Even with the subsidies Intel makes more on each tablet CPU than AMD makes on each console chip; $15 in income. Intel's cost per chip is extremely small, unlike AMD's cost per chip.
Also known as a "voluntary liquidation".
AMD, you LOSE!
Game over. Good riddance!
Bankruptcy coming, fantards. Bend over and wait for it!
HA HA HA HA HA HA!
Liquidation of sluggish business lines to be announced on earnings call?
Go to Apple Store. All iMacs are either Intel or nVidia graphics. Check it for yourself.
Same for Apple's bread and butter, the MacBook laptops; all Intel or nVidia graphics.
The only time Apple uses AMD graphics is when it wants cheap. Which is the only reason anyone else uses AMD graphics. It had to do so in the Mac Pro because the systems are very costly to make and the margins thin. Apple is using AMD to preserve some margin on these systems. The iMac line, if it does go back to AMD GPUs, is a slow selling, declining line so again it is under extreme margin pressure.
Just like in the console market, AMD is willing to give chips away near cost (i.e., $10 to $15 in income per chip) to avoid inventory write downs. No customer actually wants an AMD GPU. They will tolerate them, though, if the price is very low.
What a mental midget.
How come he didn't mention presiding over the lowest market share in company history, being part of the team that caused the lowest share price ever, burning up half the company's cash and almost doubling its debt, cutting its margins by 40%, laying off 40% of its workforce, suffering an inventory write down, and paying of 3/4 of a billion dollars to GF because his sales team couldn't sell products AMD had committed to purchase?
And all of Samsung's products are flimsy polycarbonate and have always been prone to bending. So?
Apple sold 10 million units in 3 days. Samsung will take 3 months or more to sell that many units of its new Note 4, if ever.
Meanwhile HTC and LG are selling comparable flimsy phones for less, leaving more for the carrier, and carriers are now pushing those phones over Samsung's. We've seen this play out before with AMD. Apple blocked and then eroded the bread and butter segments for the company, and now other competitors are gobbling the wounded company from the edges. Intel and nVidia in AMD's case and Chinese handset makers and LG in Samsung's case.
I suspect that AMD will miss on the 16th of October, and set guidance so far below expectations that we will see a 25% to 35% haircut the next trading day.
Samsung is dependent on mobile hand sets for more than 50% of its revenues. Samsung's hand set margins, though, have been declining with each generation. As the cheaper, lesser alternative to high end dominator, Apple, Samsung's phone business is being destroyed from below by cheaper competition from HTC, LG and others.
I bring this up because this is the second time in recent history that Apple has destroyed an industry "number two" due to its unstoppable product footprint and expansion in top end segments. Just as Apple owns the top of the handset market it also owns the top of the tablet market. In the case of AMD it was the Apple iPad that completely crushed AMD's consumer laptop business from below.
Apple is vicious. blocking and killing competitors like Samsung and adjacent suppliers like AMD without pause or remorse.
Both Samsung and AMD have been Appleholed hard.
Disown you son. Write him out of the will. Heck, he's probably not even really yours.
He steered you badly wrong. Gaming is all about CPU performance. Intel CPUs outgun AMD CPUs my many orders of magnitude in gaming. No professional PC gamers who are successful use AMD CPUs. Your son can't really be "into gaming" if he's recommending an AMD CPU.