Sun, Dec 28, 2014, 6:16 AM EST - U.S. Markets closed

Recent

% | $
Quotes you view appear here for quick access.

Advanced Micro Devices, Inc. Message Board

stockdeflate 7 posts  |  Last Activity: Dec 11, 2014 11:17 PM Member since: Feb 25, 2005
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • stockdeflate by stockdeflate Dec 11, 2014 11:17 PM Flag

    Per the CFO at the analyst conference a couple of weeks ago, AMD has no revenue growth prospects until 2019.

    This is the end of the line fanboys. AMD is over. Fini. Kaput. Roadkill.

    Sentiment: Strong Sell

  • Reply to

    Flashback - remembering sunw

    by arroz_33 Dec 2, 2014 8:30 AM
    stockdeflate stockdeflate Dec 2, 2014 1:35 PM Flag

    Don't forget that Sun had less debt than AMD and $3 billion (not $900 million) in cash. The actual price Oracle paid out of pocket was $4.5 billion. Ironically what Taco the Clown (Hector) paid for lowly, money losing ATI.

    Sentiment: Strong Sell

  • Reply to

    Who is the next AMD "executive" to leave?

    by amdripsoon Oct 21, 2014 5:47 PM
    stockdeflate stockdeflate Oct 22, 2014 1:12 PM Flag

    Papermaster and Keller will leave together, shortly.

    Sentiment: Strong Sell

  • Reply to

    Buyout ain't ever gonna happen.

    by stockdeflate Oct 21, 2014 12:36 PM
    stockdeflate stockdeflate Oct 21, 2014 1:55 PM Flag

    And I am equally sure that the same bunch of monkeys that brought us Bulldozer and Llano have about the same chance of ending x86 dominance as a single flea has of draining a blue whale dry. AMD obviously isn't working - at all. We all saw the numbers. No one wants any AMD product for any reason unless it's cheaper than AMD's cost to produce it. Despite the hype and pumping, the company is in dire straits, losing money, losing market share, losing margins, adding debt ($2.2 billion at last tally, up another $100 million in a single quarter).

    Viability is highly speculative at this stage. Soon AMD will be a sub-$1 stock, befitting its likely implosion.

    Sentiment: Strong Sell

  • stockdeflate by stockdeflate Oct 21, 2014 12:36 PM Flag

    60% of AMD's revenue depend on the Intel x86 license. The terms of that license are contained in the 2009 FTC consent decree which is available for review on the DOJ website. Under the license, if AMD undergoes a change in control, Intel may elect to terminate the x86 license. Intel's only obligation is to discuss whether or not Intel will grant the new owner an x86 license, and if so, how much Intel will require the new owner to pay for that license.

    The possibility of being excluded from the x86 market all together, alone, is enough to kill any potential deal. But now LG is defending against AMD's patent infringement suit by claiming that several key graphics patents are invalid. LG is much better funded than AMD. If LG succeeds in knocking out a few ATI graphics patents, that could make AMD's graphics portfolio unsaleable too.

    It's getting worse and worse for AMD. The end is at long last nigh. It's days are numbered. Enjoy the demise of the crappiest company in the history of high tech.

    Sentiment: Strong Sell

  • stockdeflate by stockdeflate Oct 9, 2014 11:23 AM Flag

    The Board has been trying to replace Read for almost two years. In the infamous "open mic" incident a many moons ago, at a conference dummy Rory read was caught with his mic on talking to an analysts seated next to him, complaining bitterly about being muzzled by the Board at speaking events.

    Just as it took ages to find even a "D" grade CEO candidate like Read, the Board had no luck attracting any qualified candidates to replace him. In desperation they settled on a complete nobody, Lisa Su. You wouldn't even hire Lisa to run a 12 person start-up, much less a public company. AMD's utter inability to attract anyone with big company C-level experience tells it all.

    The Board has given up. They expect Su to preside over the wind down of AMD. The coming quarters are going to be AMD's last. Enjoy the swansong. I know I will.

    Sentiment: Strong Sell

  • stockdeflate stockdeflate Oct 3, 2014 6:19 PM Flag

    Intel will be fully ramped for the holidays. AMD has no new products, neither CPU/APU or GPU, for the holidays. What poor business planning. Both NVDA and INTC will have almost a full year during which to beat AMD's market share to nearly irrelevant levels. Some one needs to be fired for this miscue.

    Sentiment: Strong Sell

AMD
2.650.00(0.00%)Dec 26 4:00 PMEST

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.
TherapeuticsMD, Inc.
AMEXFri, Dec 26, 2014 4:01 PM EST
Virgin America Inc.
NASDAQFri, Dec 26, 2014 4:00 PM EST