AMD 2013 Q1 Earnings on Thursday - lets see how the numbers are going to be...

[krumme]

I'm holding some shares of this POS. My hope is that people cream themselves about the consoles + Kabini, the shares double, and I make a decent chunk of $$.

It's funny...even the non-AMD shareholder fanboys are much more optimistic about AMD than I am. Guess it's a lot easier to be fans and believe hype when you don't have money on the line

Well how many shares do you hold?

 

[Hitman928]

A lot of these clients are under water. It would be a CLM to sell and then see it double.

Sure, I get that, I'm just surprised it wasn't changed to sell a long time ago. About 1 year ago the stock was at 8 dollars, about 3.5 times what it's at right now and had been falling for a while with no clear plan to turn things around. Just seems like that was an easy one to call if you were paying attention to the company/industry. Ah well, just glad I'm not an analyst, it can't be an easy job.

 

[Arachnotronic]

Well how many shares do you hold?

Few thousand. Would be nice to see it tick up a buck or two.

 

[Hitman928]

Few thousand. Would be nice to see it tick up a buck or two.

Ouch, hope you didn't get in too high. I picked up a measly 100, but it was several months ago right after it bottomed out, so I'm actually decently happy with where they are but even if they go belly up, I'm not in too much hurt.

 

[krumme]

Few thousand. Would be nice to see it tick up a buck or two.

Good. Then you havnt lost to much - and have more than nothing. For a moment it sounded like you lost your pension savings - on the other hand, if you gain a lot, you can waste it on some new tech. Its always nice, - no matter your budget.

 

[Phynaz]

I'm holding some shares of this POS. My hope is that people cream themselves about the consoles + Kabini, the shares double, and I make a decent chunk of $$.

Me too .

Although even at doubling I think I still lose. I think my cost basis is somewhere around $5.

 

[Abwx]

Although even at doubling I think I still lose. I think my cost basis is somewhere around $5.

Never try to stop a falling knife...

Funnily , a fast CPU is of no help if one is slow at clicking
on the "sell" button once the things is 5% out of the money.

 

[pablo87]

Sure, I get that, I'm just surprised it wasn't changed to sell a long time ago. About 1 year ago the stock was at 8 dollars, about 3.5 times what it's at right now and had been falling for a while with no clear plan to turn things around. Just seems like that was an easy one to call if you were paying attention to the company/industry. Ah well, just glad I'm not an analyst, it can't be an easy job.

That would have been a good call. You'd be shocked how many held thru that share price collapse, psychology of stock market I guess.

 

[Centauri]

Never try to stop a falling knife...

Don't tell that to Warren Buffet.

 

[Subyman]

I made a nice chunk off of AMD a few years ago. I'm glad I sold that way back.

 

[Abwx]

Don't tell that to Warren Buffet.

Not the same business , WB generaly buys the whole of a corporate
while as a tiny shareholder you have no control over the society.

I never owned a position more than a day since the London bombings
that allowed me to miraculously close a (winning!!) trade after being
stuck a couple months or so with a massive uncautious short....

Besides , with day trading you can calmly throw 50 000$
in a trade , try doing the same in a mid/long term position
and still sleep unconcerned...

 

[pablo87]

Intel just released minutes ago. Not bad, units only down single digit. Brace yourself for some bad numbers from AMD.

 

[mrmt]

Intel just released minutes ago. Not bad, units only down single digit. Brace yourself for some bad numbers from AMD.

May not be *that* bad, as they didn't correct guidance before earning results.

 

[Olikan]

Intel just released minutes ago. Not bad, units only down single digit. Brace yourself for some bad numbers from AMD.

wow, amd seems to going to have a single digit marketshare

 

[mrmt]

Intel Guidance:

http://www.intc.com/financials.cfm

Q2 2013
Revenue: $12.9 billion, plus or minus $500 million.
Gross margin percentage: 58 percent, plus or minus a couple percentage points.
R&D plus MG&A spending: approximately $4.7 billion.
Amortization of acquisition-related intangibles: approximately $70 million.
Impact of equity investments and interest and other: approximately zero.
Depreciation: approximately $1.7 billion.
Full-Year 2013
Revenue: low single-digit percentage increase, unchanged from prior expectations.
Gross margin percentage: 60 percent, plus or minus a few percentage points, unchanged from prior expectations.
R&D plus MG&A spending: $18.9 billion, plus or minus $200 million, unchanged from prior expectations.
Amortization of acquisition-related intangibles: approximately $300 million, unchanged from prior expectations.
Depreciation: $6.8 billion, plus or minus $100 million, unchanged from prior expectations.
Tax Rate: approximately 27 percent for each of the remaining quarters of the year.
Full-year capital spending: $12.0 billion, plus or minus $500 million, down $1.0 billion from prior expectations.

================

They are forecasting acceleration around Q3 and Q4. CAPEX should start to shrink on Q4. Yes, it will be a tough year, but not as bad as some were forecasting.

 

[AtenRa]

Intel Q1 2013 down 7% in revenue and 17% down in income Quarter to Quarter

 

[monstercameron]

a little off-topic but I remember threads comparing business ethics of intel compared amd but it seems amd is quite good
http://news.softpedia.com/news/AMD-...orporate-Responsibility-Magazine-345850.shtml

 

[MisterMac]

a little off-topic but I remember threads comparing business ethics of intel compared amd but it seems amd is quite good
http://news.softpedia.com/news/AMD-...orporate-Responsibility-Magazine-345850.shtml

So you felt an abrupt need to post it in a thread that's talking about AMDs impending bad earnings calls to...?

Couldn't be to deflect the attention of anyone.
Definately not.

I geuss your just so random.

Back to Topic:

I expected intel's to be alot worse - maybe AMD hasn't been hit as hard as expected from the YoY PC sales either?

 

[Idontcare]

a little off-topic but I remember threads comparing business ethics of intel compared amd but it seems amd is quite good
http://news.softpedia.com/news/AMD-...orporate-Responsibility-Magazine-345850.shtml

You should read the list :whiste:

AMD is ranked 79th...whereas Intel is ranked 5th (on the same list).

What does that imply?

 

[pablo87]

May not be *that* bad, as they didn't correct guidance before earning results.

Right...Intel is down 7% units, IDC says market down 14%, AMD has at most 20% share, therefore AMD should be down 42% units?

 

[AnandThenMan]

What does that imply?

That this thread has gone completely off course?

 

[monstercameron]

You should read the list :whiste:

AMD is ranked 79th...whereas Intel is ranked 5th (on the same list).

What does that imply?

implies I didnt read to full list to make a biased point, thanks to pointing that out.

 

[Qianglong]

You should read the list :whiste:

AMD is ranked 79th...whereas Intel is ranked 5th (on the same list).

What does that imply?

OUCH>>>>>>>> I just sat on a cactus bed....AAAOOOWWWW

 

[SiliconWars]

You should read the list :whiste:

AMD is ranked 79th...whereas Intel is ranked 5th (on the same list).

What does that imply?

It implies that you shouldn't believe anything you read on the internet.

 

[SiliconWars]

Intel Q1 2013 down 7% in revenue and 17% down in income Quarter to Quarter

Operating income down 50% yoy should be sending shivers down spines.

Intel has many revenue outlets and datacenter was good this quarter, but PC is terribly weak and will stay that way.