If that happened, in your opinion, what does that mean for AMD (short-term and long-term)?
Thanks
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Here we Go!
- Thread starter trashcanman
- Start date
If that happened, in your opinion, what does that mean for AMD (short-term and long-term)?
Thanks
- Joined
- Oct 4, 2007
- Messages
- 13,080
I have to wonder, if AMD were to go under, what would happen to the X64 license that they own and intel and to license from them. Anyone who bought them would own that as well and Intel would have to deal with them I would think. All my computer hardware from my tablet to my laptop to my desktop computer is AMD based. (Video, chipset/mainboard and CPU.) Therefore, this does concern me greatly which means I will have to wait and see.
I'd imagine that won't happen unless it's a last resort, and companies would rather see AMD file bankruptcy and pick at whatever scraps they find to be the most delectable.
Oddly enough, Intel pitching in cash to save AMD might make the most sense here. A dead and gone AMD means lower prospects for x86 as a whole and that's not something Intel wants. Intel's best position is having AMD on life support but still attached to a respirator. As soon as AMD kicks the bucket, Intel is in a worse position themselves.
If you're asking whether to buy AMD stock? No way. Not unless you see a big investment from an outside source.
Lots and lots of lawsuits
Intel and AMD have a cross-licensing agreement and they use each other's IP/patents/licenses in (nearly) all of their modern CPU designs. A dead AMD is a horrible situation for Intel.It has begun one console announced the other two to come this should help out the stock price and silence the AMD IS DEAD CROWD
AMD Powers Brilliant HD Game and Video Performance for Nintendo's Wii U
http://finance.yahoo.com/news/amd-powers-brilliant-hd-game-140000956.html
AMD Powers Brilliant HD Game and Video Performance for Nintendo's Wii U
http://finance.yahoo.com/news/amd-powers-brilliant-hd-game-140000956.html
maxius and others who are under the assumption that everything is rosy in AMDland... are you watching the stock chart? Those aren't "opinions" about the future of a company. It's hard and fast reality. $1.84 and dropping. How much longer until there is nothing left of the market cap?
Implosion in 3, 2, 1,...
Implosion in 3, 2, 1,...
But isn't an investment from an outside source the only real choice (most likely option)? And one that has happened a few ago if I'm not mistaken?
But isn't an investment from an outside source the only real choice (most likely option)? And one that has happened a few ago if I'm not mistaken?
That Abu Dhabi money was mostly all burned up and is written off by now. The mighty AMD torch burned brightly as it cremated their petrodollars.
Of course we are which is why we know it was also at this price in 2008. I'm not saying it's not bad but I am saying it doesn't mean they'll be gone soon either. It got a cash injection in 2008 and rose to $9 a share within 2009. Problem is they stagnate. So implosion off that information is in t-minus - not today.
Also, opinions are exactly what is driving the stock down, opinions on its current state...lol.
However now they need another cash injection and to actually restructure, get into some emerging markets, and start being a little smarter (something like that anyway...lol.).
That's obvious and wasn't even the point of that post.
But isn't an investment from an outside source the only real choice (most likely option)? And one that has happened a few ago if I'm not mistaken?
That was for GloFo which was later spun off completely.
And that money is gone.
As for GloFo, they don't expect to become profitable until 2014-2015.
I think the two most likely options are AMD selling off a big chunk of itself (maybe ATi) or getting a boost from another tech company with cash to spare in return for whatever they want or feel like they need.
AMD has postponed or cancelled 2 major releases for the 2013 calendar year, with only the Kabini/Temash products as their only "new" release (Richland is just Trinity with GCN). If they can survive another two quarters to see Kabini and Temash come to market isn't looking very likely. Furthermore, they need to stick those chips within attractive products, something OEMs are obviously reluctant to do given AMD's track record of failing to live up to expectations and consistent delays.
Kabini can be amazing in a hybrid device, but if nobody's buying the devices does it really matter?
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Had AMD kept to its original roadmap and been consistent in its releases, I'd have a hopeful outlook for the company. But it's difficult to see any upside here when they cancelled/delayed Steamroller altogether and put forth a 28nm bulk Richland in its place (that will show no benefits in CPU performance but maybe substantial increase in GPU) going up against a 22nm Haswell with FinFETs. Thus, AMD hasn't addressed either issue with its Piledriver architecture, that being power consumption and CPU performance. Their margins are going to remain slim due to the size of the chips (GCN is pretty big and that doesn't help here) and they haven't mentioned any followup to the Richland APU nor any desktop/server derivatives at all.
AMD has also made the same move that Intel has with respect to their dependence on Microsoft and Win8 in particular. Given the poor adoption rate and the OEMs predicting that to continue until Q3 2013, AMD has hedged its bets on hybrid devices that just won't make them any money for another year -- and that's with the assumption that OEMs will actually use AMD's chips in the first place.
I just don't see a future for them unless there's an absolutely radical change within the next month. They need:
- loads of cash with no strings attached
- foundries to offer high power processes that can match Intel's, which we haven't seen
- an alternative to Win8 hybrid devices, like embracing Android with a very low power SoC, that will see a much greater adoption rate than Win8
- OEMs regain their trust in AMD
- restructure and cut costs significantly
They wouldn't need all of these, but some of those are absolutely mandatory; like an influx of cash and the foundry options and restructuring to cut costs. Read stated the latter would happen and come to fruition in Q3 2013, but that's a long ways away and assumes that things won't get significantly worse for them in the short term.
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the money situation is ok for amd they still have cash on hand 28nm Kabani/Temash chips hit q1 next year for the mobile sector intel has nothing but a 32nm atom to compete with then intel will loose think bout it windows 8 pro tablets at or below the windows rt tablets and offer full x86 backward compatibility. itel will have a 22nm atom in late 2013 early 2014. as for amd selling off ati not happening let me phrase it to you hard headed people THIS IS FROM AMD ITS THEIR OFFICIAL STATEMENT
"Drew Prairie, AMD's longtime press contact, I was told in no uncertain terms that there's no deal on the table: "AMD's board and management believe that the strategy the company is currently pursuing to drive long-term growth by leveraging AMD's highly differentiated technology assets is the right approach to enhance shareholder value. AMD is not actively pursuing a sale of the company or significant assets at this time." In other words, AMD believes in its strategy and isn't interested in any major strategy shifts. Thanks for asking.
Cynics might ask whether AMD really means it, or just wants to cover its tracks. But the SEC wouldn't look kindly on unambiguous denials of game-changing deals that turn out to be in progress after all. Misleading investors might even qualify as fraud, and nobody in AMD's offices wants any of that action. A simple "no comment" might keep the buyout rumor alive, but this statement kills it."
http://www.fool.com/investing/genera...-a-buyout.aspx
did people miss this
It has begun one console announced the other two to come this should help out the stock price and silence the AMD IS DEAD CROWD
AMD Powers Brilliant HD Game and Video Performance for Nintendo's Wii U
http://finance.yahoo.com/news/amd-po...140000956.html
amd is not going anywhere period.
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No, and neither have the investors. We've known for over a year now that AMD has locked in all 3 consoles yet it hasn't helped their position, and nor will it.
Consoles don't sell in high quantities at release but rather over the length of the console. Console margins are slim, so whatever money AMD is making on a royalty-based system (assuming that's the way the agreement was structured) means they make very little money from the get-go. AMD only made a substantial amount of cash on last gen consoles with the Nintendo Wii and only because it was based on royalties (per unit sold) and only after a period of years. Their problem isn't how much money they'll make over a 5-6 year period but rather if they'll have enough cash to survive 2013 without selling off parts of the company.
Consoles don't make AMD big money. The only console AMD made money off of was the Wii and only after a period of years.
And again you're pulling shit from your ass instead of looking at what AMD has said you inject your own opinion based on absolutely nothing:
Semi-custom embedded should be read as consoles (along with other embedded systems). That's what their goals are by the end of 2013, meaning in the short term consoles and embedded markets won't provide AMD with any substantial amount of cash and certainly not enough to keep itself afloat.
rest of the article:
http://www.paramuspost.com/article.php/2012111415191734
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LAiN_OfTheWired
Gawd
- Joined
- Nov 6, 2008
- Messages
- 825
Overall, it closed at 1.86, down 0.01. I wouldn't really call that 'walking'.
No, given that a few years ago it was over $40, I'd call it plummeting down a cliff.
I mean, come on... I have been a very happy AMD CPU user for many years when they had the upper hand but to expect that roses are going to come out of Rory's butt when he's inherited a vast stinking sewer of a company in its death throes really takes delusion to new levels.
IMHO IMHO IMHO:
It's over. There's no gas left in the tank and Rory doesn't even have any fumes left over to smell. I give it a year tops.
No, given that a few years ago it was over $40, I'd call it plummeting down a cliff.
I mean, come on... I have been a very happy AMD CPU user for many years when they had the upper hand but to expect that roses are going to come out of Rory's butt when he's inherited a vast stinking sewer of a company in its death throes really takes delusion to new levels.
IMHO IMHO IMHO:
It's over. There's no gas left in the tank and Rory doesn't even have any fumes left over to smell. I give it a year tops.
Well if they last a year I think they may be ok and working back to profit or atleast even. I just dont see them lasting a year.
edit.....I sure hope they can pull this off as I really like the cpu's and graphics cards. Those that don't think Intel will raise prices may or may not be correct but the cpu releases will be slower and less of an upgrade. Think of the last sandy/ivy as the norm.
Yeah, a year may be optimistic. I once loved their CPUs and currently run their video cards in every PC I own, but that doesn't translate into any hard and fast market reality. Intel's high end CPU release schedule has run into molasses and although many may claim that it's because of the tech difficulties of fabs with 22nm and lower, I'm convinced that the primary culprit is total lack of competition on the high end. Monopolies suck!