Andandtech is not AMD.
And Two year in semi-conducteur is very wide.
Andandtech is not AMD.
And Two year in semi-conducteur is very wide.
SourceQuote:
Originally Posted by AMD.COM
;)
I agree 2 years late in this business is incredible.
Read more at eWeek.comQuote:
In the graphics space, AMD has sold more than 6 million graphics units supporting Microsoft's DirectX 11 technology, and began selling its first notebooks with DirectX 11 graphics support.
How did the graphics division do separately? I cant seem to figure it out
what is projected for next Q? Without one time things are they doing better or worse?
http://www.xtremesystems.org/forums/...d.php?t=249249
Next quarter will be more interesting to see but AMD made great improvements. Congrats to them :up:
http://finance.yahoo.com/news/AMD-Re....html?x=0&.v=1Quote:
Originally Posted by LightSpeed
Look for "Segment and Category Information".
Graphics net revenue was $409M (vs. 421 in Q4) and operating income was $47M (vs. $50M).
1) What does "design" mean to you? Would a different socket mean a new design?Quote:
Originally Posted by terrace215
2) If you look at following slide, would you assume a round-cornered box do be a design, or could such a box being spread over two market segments thought to be two designs?
http://data6.blog.de/media/347/45623...5242174_m.jpeg
If not, I see only two Fusion designs there.
Nice increase YoY :DQuote:
Graphics segment revenue decreased 3% sequentially and increased 88% year-over-year. The sequential decrease was driven primarily by a seasonal decline in royalties received in connection with the sale of game console systems, largely offset by an increase in graphics processor unit (GPU) revenue. The year-over-year increase was driven primarily by an increase in GPU shipments.
Why is the income so low? I thought the 5xxx would boost revenue considerably. IIRC ATI had generally higher incomes when they were a separate company?Quote:
Originally Posted by Dresdenboy
terrace, how are you seeing amd making a net win after so long as a bad thing? :confused:
they are on tight asps, but so what? if it works, it works... and it obviously does work as they are making money...
with those low asps they managed to grow market share, and thats what they need as they dont have a competitive product right now...
gaining market share at a cost of low asps is a good move for an underdog competing with an 80% market share monster, wouldnt you say?
really? when?Quote:
Originally Posted by LightSpeed
i remember that they always operated at very small profits for some reason... some years they only had profits of 5million or something like that i think?
Maybe if you attack and threaten enough you can get him to stop posting.Quote:
Originally Posted by terrace215
Quote:
Originally Posted by LightSpeed
http://seekingalpha.com/article/1990...script?page=-1Quote:
Hans Mosesman – Raymond James
Can you give us the mix of 40 nanometer shipments in the GPU space for the quarter?
Derrick Meyer
I don’t want to be precise but it was over 30%.
Hans Mosesman – Raymond James
What were they in Q4 just as a reference?
Derrick Meyer
Much less. As I said, we shipped about six million units in total of DX 11 40-nanometer CPU’s through the end of Q1.
And there still are TSMC, the 40nm problems and Nvidia allotting a lot of the available 40nm capacity to be used for their previous generation GPUs.
MC also does another thing: propagate BD upgradable systems. That's what could be called customer binding.Quote:
Originally Posted by saaya
In a sense, it's yet another accounting gimmick, the "profit" this quarter vs last.Quote:
Originally Posted by saaya
By changing the method by which they account for GloFo, their share of its ongoing quarterly losses went away (about $100M worth). This is separate from the 1-time $325M non-cash credit.
If you look at their "by segment" results, you can see the change.
Someone on the CC asked the CFO to characterize the Q1 results under the old accounting method, so he could better see what happened Q/Q. The CFO declined, something about not wanting to re-engineer the financials, which translates as: it wouldn't be very pretty if I did that.
The market seems to agree today.
Said in a more positive way: Had AMD NOT made an accounting change this Q, and posted $.09 (or $.06, unclear about those "intangibles"), I think the market would've been very pleased. That would've implied some significant strengthening in the core business.
----------------------------
Time for someone to ask AMD IR about one point on the call: When Dirk said they had internal samples of both their initial fusion designs, did he mean:
A: Llano desktop + LLano mobile
B: Llano + Ontario(bobcat)
to put it in perspective, the ENTIRE market is down about 1-2%, and AMD being small is use to larger fluctuations.Quote:
Originally Posted by terrace215
the simple question, is AMD actually in the realm of making profits again? but thats not so simple to answer for a chip company, as they spend massive amounts on R&D, and use 2-4 years to pay it all back very slowly. even if they didnt actually make it to the black yet, this year should show a steady increase to that, and hopefully next year it continues. 1 quarter might be nice, but id rather see a clear average that shows good long term potential.
Provided you grow the market, the net aggregate ASP for the whole server business can go up.Quote:
Originally Posted by Russian
If you believe that 4P is going to continue to shrink at the rate that is has, not changing the dynamics would mean in a few years nobody is buying 4P products anyway.
Look at the record companies. They all freaked out about apple selling individual tracks instead of complete albums from the store.
A few billion dollars later, the market has determined how it wants to purchase music. And the first guy, with the most aggressive plan, gets first mover rights and gets to establish the market.
We are like itunes. A $3692 Xeon 7500 is a packaged CD. Where are you going to place your bet?
Basically, disruption?Quote:
Originally Posted by JF-AMD
......but itunes sucks.........;p.Quote:
Originally Posted by JF-AMD
This must be the fastest 1Q report I have ever heard of from a big corporation.
Nope, it is on the regular schedule.
the chipset part of former ati is merged into "computing products" in amd's accountingQuote:
Originally Posted by saaya
Hm, looks like the actual CPUs sold pretty well!
I think the next quarter will be more interesting, though, with Thuban and MC affecting the sales.
hmmmm yeah i get what you mean...Quote:
Originally Posted by terrace215
but doesnt every big company do this?
they always spin their numbers, and while i agree with you and hate it, thats how the market works in the end, doesnt it? you get away better if you spin results and make them sound good, even if people know its not the real deal, than telling them the truth and its not what they want to hear...
and see it this way, that way smart analysts and investors actually get a chance to use their skills and outdo all the ret4rded wannabe analysts that have no clue of the industry and mostly just believe whatever the cfo and ceo tells them :)
thats why i dont like investment banking and trading... you get punished for telling the truth and rewarded for making stuff up every single time...
so overall what, amd still actually lost money?
but they did improve their financial situation, right?
Classic "ATI" revenue would have also included chipset and consumer (DTV / mobile phone) revenues.Quote:
Originally Posted by LightSpeed