Month: July 2008

We look at some of the positives of the AMD CEO switch.

We summarize Hector Ruiz’s career, and point out that he still has one big card left to play.

Hector Ruiz Quits As CEO of AMD Effective Immediately! He just announced it on the conference call. Dirk Meyer now CEO. Hector will hang around to fight Intel and do “Asset Light.”

We’ll have the “obituary” up early tomorrow.

AMD Results Almost exactly what we said on Wednesday. CPU sales dropped a bit more than seasonality. Only mild surprise is that the ATI graphics division did a bit worse this quarter than last. After stripping out all the one-time events, results were slightly worse than analysts expected.

Here’s a PR move that comes right out of Romeo and Juliet.

Intel ducked a bullet last night, but the fear of recession will plague all tech companies for the foreseeable future, some more than others.

Nehalem Bloomfields will rule the roost when they come out, but they aren’t going to be any bargain.

As promised, we look into the Green dog’s new set of (accounting) tricks.

AMD writes-off another big chunk of ATI.