Who steps up to the plate if AMD tanks?

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Viditor

Diamond Member
Oct 25, 1999
3,290
0
0
Originally posted by: Nemesis 1
Originally posted by: Viditor
So anyway, back to the topic at hand...

Some of the reasons I was saying that AMD couldn't go under (baring a catatrophe) are:

1. The terms of their refinanced loan (acquired this quarter to cover the expensive short term loan they had for ATI) reduces their payments drastically.

2. The major buildout portion of Fab 36 is now paid for, as is a good chunk of the Fab 38 conversion

3. Their COGS (Cost Of Goods Sold) on dual core chips is drastically reduced as 80%+ are now 65nm.

4. They have an extra $700-900 Million of unearned income arriving (from the 130nm equipment sale to the Russians, and the subsidy from the German government) as well as the beginning of the income from the 90nm equipment sales.

While it's true that they still have to spend Cap-Ex money on the 45nm buildout, they are nowhere near the financial dire straights people imagine...not to mention that they have quite competitive products starting in the channel now.


Come on Viditor your always doing this . On the Russian deal

Industry experts believe that the equipment will cost Angstrem about $250 - $300 million and sources close to the deal believe that the budget ?of the whole project? may increase up to $700 million in the following years.

$250-300 million . Maybe 700 million following years . MAYBE the whole deal be worth 700 million . See the differance in the real world numbers than the ones you produced.

Mate, you're just not paying attention...you completely skipped over the "and the subsidy from the German government" which is also worth ~$370 Million.
 

Nemesis 1

Lifer
Dec 30, 2006
11,366
2
0
Sorry Viditor but I read it as this


(They have an extra $700-900 Million of unearned income arriving (from the 130nm equipment sale to the Russians, and the subsidy from the German government)

I seen the and as + or an addition to. If you would have said along with . Than in the same sentance structure you added as well as the beginning of the income from the 90nm equipment sales.

Again I read the As well as + or in addition to.

my grammer sucks . But is your sentance structure correct?
 

Viditor

Diamond Member
Oct 25, 1999
3,290
0
0
Originally posted by: Nemesis 1
Sorry Viditor but I read it as this


(They have an extra $700-900 Million of unearned income arriving (from the 130nm equipment sale to the Russians, and the subsidy from the German government)

I seen the and as + or an addition to. If you would have said along with . Than in the same sentance structure you added as well as the beginning of the income from the 90nm equipment sales.

Again I read the As well as + or in addition to.

my grammer sucks . But is your sentance structure correct?

Yes...you added an extra parentheses. This made it part of the statement instead of an explanation for the statement.
 

Keysplayr

Elite Member
Jan 16, 2003
21,219
56
91
Sentence structure?!?! .......... Parenthesis added?!?!

Ok, I get what's going on here.

Nemesis would like to believe that if Intel pulled AMD's x86 license, that Intel would suffer zero repercussions. That all
of Intels lawyers were perfection at the inception of the contracts, and AMD's lawyers were incompetent.
I ask you, why on earth would you believe this to be true?

Viditor would like to believe that if Intel pulled AMD's x86 license, that Intel would suffer many repercussions. That may or may not be true. See below.

I say "like to believe" on both counts, because only one of you can be correct. Would you like to know who "is" correct?

I can tell you how to find out, instead of all this guessing, which is what both of you are doing. Guessing and not really knowing.

You need to get copies of all licensing contracts from both AMD and Intel. Take yourselves a couple of days, maybe even a week to read through it all and have a lawyer sitting beside you to explain everything to you. I would recommend doing all of this in a Starbucks for the nice relaxing environment. THEN, you can both come back here armed with REAL knowledge on this particular subject and won't have to argue for 7400 posts.

You might think this post is sarcastic, but sadly it is chock full of fact. Until you read, and understand every aspect and nuance of those contracts, this argument is vapor. Even if either of you claim to be an attorney, that alone doesn't mean much if you haven't read all those contracts. And this is something you cannot take "little quotes" from. A line here, a clause there, won't cut it.

My point is, both of you please chill out on this subject. Please.
 

her34

Senior member
Dec 4, 2004
581
1
81
amd tanks, ati goes down with them, nvidia steps up

intel vs nvidia happens regardless but amd tanking makes it happen sooner
 

bryanW1995

Lifer
May 22, 2007
11,144
32
91
Originally posted by: Viditor
Originally posted by: cyborgtrader
Very interesting topic! As a financial trader who uses politics as well as financial market tools, do not see any foreign government buying AMD. The US Govt simply would not allow a transfer of such an important technology.

I disagree...as a trader myself (as well as a developer in technology) who now lives overseas and deals with these scenarios on a regular basis, I have seen tech at this level ceded to foriegn companies quite often of late.
This is especially true as the vast majority of the manufacturing and technology for AMD already occurs outside the US (the Fabs are in Dresden, and most of the development, packaging, and testing is done in Asia).
AMD isn't big enough for the US govt to block a potential sale to foreign govt/company, even china. AMD gets quite a bit of their technology from a company that used to be canandian and antoher company that used to make something called "5150". I don't think that van halen helped them with that, however.

 

Nemesis 1

Lifer
Dec 30, 2006
11,366
2
0
Originally posted by: keysplayr2003
Sentence structure?!?! .......... Parenthesis added?!?!

Ok, I get what's going on here.

Nemesis would like to believe that if Intel pulled AMD's x86 license, that Intel would suffer zero repercussions. That all
of Intels lawyers were perfection at the inception of the contracts, and AMD's lawyers were incompetent.
I ask you, why on earth would you believe this to be true?

Viditor would like to believe that if Intel pulled AMD's x86 license, that Intel would suffer many repercussions. That may or may not be true. See below.

I say "like to believe" on both counts, because only one of you can be correct. Would you like to know who "is" correct?

I can tell you how to find out, instead of all this guessing, which is what both of you are doing. Guessing and not really knowing.

You need to get copies of all licensing contracts from both AMD and Intel. Take yourselves a couple of days, maybe even a week to read through it all and have a lawyer sitting beside you to explain everything to you. I would recommend doing all of this in a Starbucks for the nice relaxing environment. THEN, you can both come back here armed with REAL knowledge on this particular subject and won't have to argue for 7400 posts.

You might think this post is sarcastic, but sadly it is chock full of fact. Until you read, and understand every aspect and nuance of those contracts, this argument is vapor. Even if either of you claim to be an attorney, that alone doesn't mean much if you haven't read all those contracts. And this is something you cannot take "little quotes" from. A line here, a clause there, won't cut it.

My point is, both of you please chill out on this subject. Please.

No thats not what I want to believe at all Keys. One must recall what this lawsuite was about. Intel had the Hammer here or the leverage if you preferr. Intels lawyers were confident as I am sure were AMDs . But Intel was in the right here. So Intel had the leverage and I am sure they used it . AMD had no choice but to agree to Intels terms.

 

ayabe

Diamond Member
Aug 10, 2005
7,449
0
0
I believe China is going to get into the processor business, they already have some homegrown chips and have mastered the art of patent infringement.

Chintel?
 

Keysplayr

Elite Member
Jan 16, 2003
21,219
56
91
Originally posted by: Nemesis 1
Originally posted by: keysplayr2003
Sentence structure?!?! .......... Parenthesis added?!?!

Ok, I get what's going on here.

Nemesis would like to believe that if Intel pulled AMD's x86 license, that Intel would suffer zero repercussions. That all
of Intels lawyers were perfection at the inception of the contracts, and AMD's lawyers were incompetent.
I ask you, why on earth would you believe this to be true?

Viditor would like to believe that if Intel pulled AMD's x86 license, that Intel would suffer many repercussions. That may or may not be true. See below.

I say "like to believe" on both counts, because only one of you can be correct. Would you like to know who "is" correct?

I can tell you how to find out, instead of all this guessing, which is what both of you are doing. Guessing and not really knowing.

You need to get copies of all licensing contracts from both AMD and Intel. Take yourselves a couple of days, maybe even a week to read through it all and have a lawyer sitting beside you to explain everything to you. I would recommend doing all of this in a Starbucks for the nice relaxing environment. THEN, you can both come back here armed with REAL knowledge on this particular subject and won't have to argue for 7400 posts.

You might think this post is sarcastic, but sadly it is chock full of fact. Until you read, and understand every aspect and nuance of those contracts, this argument is vapor. Even if either of you claim to be an attorney, that alone doesn't mean much if you haven't read all those contracts. And this is something you cannot take "little quotes" from. A line here, a clause there, won't cut it.

My point is, both of you please chill out on this subject. Please.

No thats not what I want to believe at all Keys. One must recall what this lawsuite was about. Intel had the Hammer here or the leverage if you preferr. Intels lawyers were confident as I am sure were AMDs . But Intel was in the right here. So Intel had the leverage and I am sure they used it . AMD had no choice but to agree to Intels terms.

But this is not about the current lawsuit. This is about Intel first licensing x86 to AMD way back when, and all cross-licensing agreements/contract between them since.
Intel was in the right where? And "HOW"? What are you talking about? What "were" Intels terms? This is what I'm talking about. What happens if Intel pulls x86 licensing from AMD if AMD outsources more than 20%? What will Intel lose by doing so? If you say Intel will lose nothing, I would need evidence to back this up. Actual evidence. Not hear-say or guessing.

The truth is, we don't know. And I would appreciate it if you would stop stating things as if you do know. Unless you have unquestionable proof of what you are stating.

Why am I asking you to provide this? Because it is becoming increasingly frustrating to read somebody's posts without having any basis for those posts. Without any facts.

Just take a look at this one little sliver.
Intel AMD agreement

"Intel will probably face questions about its anticipated plans to create chips that function like the Opteron processor from Advanced Micro Devices, but it is fairly likely that the company won't face a lawsuit from AMD."

And please continue to read the whole article. Intel incorporated technology that the Opteron uses. Again, this is just one little tiny sliver in an ocean of contracts between the two companies. Your brain would bleed if you were made to go through it all.

So, Intel depends on AMD to a certain extent no matter how you look at it. And AMD of course depends on Intel no matter how you look at it.

There is no total commander of intellectual property. If one goes down, the other will have problems. no questions there.
 

Nemesis 1

Lifer
Dec 30, 2006
11,366
2
0
You should have posted the link to that sliver wouldn't be hyper transport would it? Doesn't that article continue and say that both amd and intel are coping dec? Intel didn't copy AMD . Amd just used it first. If you research a little more you'll find that Quick path is faster than HT3. So Intel copied AMD how. Quick path also from intel has features that HT from AMD doesn't have. Doesn't that article mention also how dec was ambushed by a certain self interest company(IBM) that ambushed merger talks. I thought you were talking about HT from another article. AMD 64 is so old news wise I didn't think you were discussing that. Ya intel can copy and use anything AMD comes up with for a x86 . Same goes for AMD they can use anything Intel does as long as it has to do with X86 core. I just read your link .

It pretty hard to get proof when most of the agreement is not available to the public as a whole. 1 thing I always wanted to know and it to is covered up is how much AMD pays intel for the x86 license.

But your right if the info were discussing is closed to the general public than ya its useless to discuss. I really wasn't discussing what happens if AMD outsources more than 20% of its cpu business.

Intel will not allow Samsung to get an X86 license. Or anyone else whom they don't want to have it . If AMD sells out . It will be to someone INTEL approves.

But AMD isn't going anywere. They will continue on as they have .

The sliver threw me off as it was mentioned in the other article.
 

Viditor

Diamond Member
Oct 25, 1999
3,290
0
0
Originally posted by: Nemesis 1
You should have posted the link to that sliver wouldn't be hyper transport would it? Doesn't that article continue and say that both amd and intel are coping dec? Intel didn't copy AMD . Amd just used it first. If you research a little more you'll find that Quick path is faster than HT3. So Intel copied AMD how. Quick path also from intel has features that HT from AMD doesn't have. Doesn't that article mention also how dec was ambushed by a certain self interest company(IBM) that ambushed merger talks.

Welcome to MY world, keys...:roll: