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AMD Q3 Results

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Interesting, thanks for your opinions. How do you think the AMD stock will develop this year? Will it go further down, stay at $2.00 to $2.20 or will it go up at least a little?
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Who knows, and you probably shouldn't take stock tips from random people on AT who are just giving them away 😛
 
Abwx said:
http://en.wikipedia.org/wiki/HyperTransport

http://en.wikipedia.org/wiki/Intel_QuickPath_Interconnect
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Like I said, QPI is a ring bus. Hypertransport . . . isn't. Different topographies, different throughputs, yada yada ya.

ElFenix said:
everything is just old DEC designs!
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I kno, rite? DEC Alpha designers are or have been responsible for EV6+, Hypertransport (I think?), and QPI. It's a conspiracy! Alpha will return to claim the desktop throne by taking over all our DEC-designed computers!

. . . okay now I'm just being silly.
 
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Is there even anything that used 32bit links? AMD only used 16bit.

And being P2P is about all they got in common.

AMD ended up with a unidirectional linkspeed of 12.8GB/sec in its Opterons as the maximum speed.
 
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Phynaz said:
AMD hit a new lifetime low today.
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Where did you get that idea? I remember AMD being $1.60 something a few years back, could have been lower at some point not sure. Anyway I expect earning to be down quite a bit over last year same time, and going forward things are going to get even worse. This very well could be the last year we see AMD as know them.
 
The situation with the stock price is getting silly, however meek the actual performance of the company; the fact of the matter is that AMD is jumping into embedded/custom quickly enough and fully enough to actually offset the losses from their collapsing PC market share and are actually managing to remain at a relative break even financially as they continue working toward 2016 internally.

This is still a company with over $5bn/yr in revenue.
 
Centauri said:
The situation with the stock price is getting silly, however meek the actual performance of the company; the fact of the matter is that AMD is jumping into embedded/custom quickly enough and fully enough to actually offset the losses from their collapsing PC market share and are actually managing to remain at a relative break even financially as they continue working toward 2016 internally.
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Nope. AMD was able to sustain 600MM for R&D + SG&A three years ago, now they can sustain less than 400MM. So the company has less R&D capacity and less distribution capacity than three years ago and it seems that the cuts won't stop here. This company is imploding, and the stock price is just following the trend.
 
AnandThenMan said:
Where did you get that idea? I remember AMD being $1.60 something a few years back, could have been lower at some point not sure. Anyway I expect earning to be down quite a bit over last year same time, and going forward things are going to get even worse. This very well could be the last year we see AMD as know them.
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I looked at yahoo finance and did a max time on the stock price chart. But when changing the chart from linear to logarithmic it looks like there was a lower dip in 1990.
 
Unoid said:
Very insightful, that business knowledge of yours.

However, contracts for their consoles are done quarters in advance based on forecasts. It also depends on whether sony/microsoft care about cycles for production this early into the next gen console game (little over a year). For all we know MS/Sony are warehousing 3 months worth of inventory.

Point is. no one can really know what the impact of Q1 2015 will be based on sales cycles unless they're leaking private information from amd/sony/ms.
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Forcast for Q1 2015 is 15% down. the console business will always be soft in Q1 and Q2.
 
AtenRa said:
Q1 2013
Revenue = 1.088B
Income (Loss)= (98M)

Q1 2014
Revenue = 1.397B
income = 49M

---------

Q2 2013
Revenue = 1.161B
Income (Loss) = (29M)

Q2 2014
Revenue = 1.441B
income = 63M

-----------

Q3 2013
Revenue = 1.461B
Income = 95M

Q3 2014
Revenue = 1.429B
income = 63M

-------------

Q1+Q2+Q3 2013
Revenue = 3.71B
Income (Loss)= (32M)

Q1+Q2+Q3 2014
Revenue = 4.267B
Income = 175M

Your doom and gloom in everything AMD is pathetic.

Edit : Lets estimate Q4 2014 and entire year

Q4 2013
Revenue = 1.589B
Income = 135M

Q4 2014 (estimation with -13% Revenue from Q3)
Revenue = 1.243B
Income (Loss) = (10M) ?? (estimation)


-----------

2013
Revenue = 5.299B
Income = 103M

2014
Revenue = 5.51B
Income = 165M
Click to expand...

2014 operating income $(155)M

There was no way the numbers worked for them to be profitable.
 
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