AMD's Grim Loss This Quarter

[AngelfireUk83]

http://www.theinquirer.net/gb/inquirer/news/2008/04/17/amd-details-grim-quarter

"AMD ANNOUNCED a pretty horrible quarter with a net loss of $358m, or $.59 a share at 42 per cent margins. The operating loss of $264m included $50m for the ATI acquisition."

Problems with Barcelona didn't help but with the B3 chips the next quarter maybe better including the new 770 chipsets.

 

[Shiggity]

I hope they can break even for next quarter after laying off 10% of the workforce.

 

[CGR]

I hope they can break even for next quarter after laying off 10% of the workforce.

Not likely. I think they have a few more quarters of losses before they could possibly break even.

 

[masakabassist]

The really need to review their business plan. It doesn't look good at all for them at the moment. That being said if they can break even and start turning a proift, this maybe the kick up the arse AMD need to begin pushing more products and start a bigger, better founded campaign against Intel.

 

[Shiggity]

The really need to review their business plan. It doesn't look good at all for them at the moment. That being said if they can break even and start turning a proift, this maybe the kick up the arse AMD need to begin pushing more products and start a bigger, better founded campaign against Intel.

easier said than done when Intel is your competitor

AMD really needs to get more FAB access imo.

 

[Albuquerque]

Unforunately, high-end processor development is a chicken-and-egg thing nowadays. Nobody has the capital to come into the CPU market and "compete" against AMD or Intel; they're just too big.

And for AMD? If you aren't selling chips, then you aren't going to have the money for R&D -- which then puts your chips even further behind the competition, which then results in less chips sold, which then... Well, you get the idea.

It's starting to look like a death spiral; I'm not entirely sure how they're gonna get out of this.

 

[wingless]

The really need to review their business plan. It doesn't look good at all for them at the moment. That being said if they can break even and start turning a proift, this maybe the kick up the arse AMD need to begin pushing more products and start a bigger, better founded campaign against Intel.

Their business plan is actually on track and making very good sense. They have B3 out. They are ramping up 45nm production to get Shanghai to us in the Q3/Q4 time frame. They have R7XX based GPUs on the way next month. For their situation they are doing AMAZINGLY well! They may even spin off their foundries into a separate business. We will see losses for the next couple of quarters but nothing like Q1. B3 came out so late that those sales had little effect on Q1. Q2 and Q3 will get progressively better. AMD's current business plan has brought them back from the brink and will allow them to be competitive in late '08 and '09.

 

[Audioaficionado]

AMD Disearnings Bottom line, this company is going to have to be bailed out.

 

[Nebulous]

A real shame *Plays taps*

 

[Sarsbaby]

AMD Disearnings Bottom line, this company is going to have to be bailed out.

Maybe Richard Branson? How about Donald Trump?

I'm sure they could buy AMD 10x over.

 

[benbaked]

Maybe Richard Branson? How about Donald Trump?

Three words: Advanced Microsoft Devices.

 

[Audioaficionado]

Maybe Richard Branson? How about Donald Trump?

I'm sure they could buy AMD 10x over.

Why would they want to buy a gigabuck eating black hole of a company? I'm sure the UAE wishes they could go back in time for a do over. So far they've lost half of their initial investment. $12.70 per share then > $6.18 per share now.

http://www.fool.com/investing/value/2007/11/16/amd-acquires-arabic-affluence.aspx

http://moneycentral.msn.com/investor/charts/chartdl.aspx?Symbol=AMD

 

[Kuroimaho]

Save another half a billion a quarter to break even sounds like a daunting task considering they are doing this asset lite strategy for like half a year.

They are ramping up 45nm production to get Shanghai to us in the Q3/Q4 time frame.

They did not even start production, that will happen this summer volumes only in Q4 not Q3 so that's another half a year selling mostly old stuff aka brisbane for cheap.

Dirk Meyer second in command at AMD as President and Chief Operating Officer has confirmed that dispite summer start of 45nm production that we should see the volume product in Q4.

Source

The 12 core news sounds pretty good, 2 hexacore which means of course quadchannel rams, a pity socket F only, >.< I wouldn't care much about 300$ mobos if it could last till 12 cores.
Give us some new 2 way mobos with cool ati chipset AMD. Dodecacores from AMD