Su is clearly making some changes. But so did Rory. And Rory brought in some sexy business. But Su doesn't have that kind of huckster talent, and it's too late for AMD to pretend it can be a leader again.
AMD is carrying $2 billion in debt that paid for things that AMD no longer owns.
How would you like to be paying for the mortgage on a mansion you bought when you were a successful ballplayer, when you're now living in a rented window van and selling beanie babies at swap meets?
Your fastball isn't coming back, and AMD is done as well.
Declare BK, send the creditors away, and then come back to make only those products that can get the greatest margins and lead to future excellence in technology.
But what segment should that be? Being the king of console gaming? What a joke. Getting destroyed by titanic competitors in PC and server and mobile? Not survivable. Graphics? Slipping farther behind every day.
In reality, there may be nothing AMD can lead in; no moat at all. The fake barrier put up by owning ATI isn't doing the job, and there's nowhere to dig another.
Don't forget, Intel was so far ahead it built a whole fab and fallowed it for a couple of years, and the competitors still couldn't catch up.
And now the competitors think they can skip two years of hands-on experience and jump up a class?
This will be a disaster for all who rely on those dopes. They will crater their potential yields and volumes and profits.
It may even lead to a global semiconductor shortage. Which Intel will step in to fill, as it now is open to contact work.
I'm continuing to short AMD, but it's time to start accumulating INTC.
Long gone. Below 15% now. All the high margin console chips were sold last year. Margins and volumes decline with time. Consoles are making AMD the lowest margin semiconductor company.
You know what else fills a niche? Sea cucumbers.
Not outselling Big Macs any time soon.
AMD is a declining piece of corporate trailer trash.
Consoles? Console chip volumes and margins are shrinking.
ARM chips, as I've told you a hundred times, are walking into a firestorm of ARM chips. And since every AMD ARM chip will be crippled by having a whole x86 chip integrated with it, you can expect those to sell like sporks at a wedding supply store.
I see you continuing to beg for pain for years.
The Saudi royal family is a corporation. The king wasn't running the show on his own. The strategy is in place and won't change.
But if I'm wrong and the strategy does change, it's only good for us.
So it's a choice between a slow recovery, and a long one. Good choice to have.
Intel will always have a process lead over AMD.
The rest of your nonsense says you want to invest in GF, not AMD.
AMD going from being 3 generations behind to 2 (not 1) will mean that AMD is losing ground at a slightly slower rate. Not significantly slower, just slightly. Losing in sales is logarithmic. You get your head handed to you the instant you fall behind, and then it just grows annoyingly as you get farther behind. And, as I said, AMD isn't going to gain on Intel, it's going to keep falling behind. Because development generations aren't sales.
It's like someone who was walking is getting on a bicycle, when they started the morning in an auto race.
AMD is cooked. Skipping 20 nm is just being overcome by events. AMD won't have anything worth making on 20 nm. None of AMD's designs will become industry leaders, and AMD won't be avoiding the chopping block.
You're right. I should. Tarriffs should be higher and outsourced salary should be taxed heavier than goods made in America or salaries paid to people in America.
And I don't have a boss, cupcake.
Perfect time to do it. No more significant bad news coming from Macau, constant increase in asset value from construction in Macau and Boston, and accelerating interest as the openings approach.
Go ahead, bashers. Oversell minor issues like failing junket operators and irrational mayors. I'm here to refute your spittle.
Who are you talking about? Because if you mean Gold Moon, they closed their room at Sands but not at Wynn.
Please, all bashers, go short this stock, hard, and tell us how short you go.
I have always pointed out the criteria, that prices between now and the opening of the doors of Wynn Palace are not relevant.
I'm not at all delusional, but you have graduated from clueless to troll.
You have no filter at all for your gibberish. Any pejorative sounding nonsense your verbal lobe hands you, you blurt out.
Why do you immediately believe that the AG has any authority to set the rules on this?
You may be paranoid about government in general. I recommend not listening to that radio station or watching that television channel any more. They are diminishing your capacity to conduct democracy.