AMD hires bank to explore options - sources

[tajoh111]

stock price and market cap have nothing to do with how stable a company is (or how much they make). they are just measurements of popularity (for all intents and purposes). all they reflect are the markets sentiments towards the company. do you really believe apple will make 600bln in revenue (or profit) anytime soon...if you do; then i have a bridge i want you to look at.

quote me, end of next quarter they will be back to 3.00 or above.

Do you work for AMD or have a lot of money invested with them. By your post history it seems you cling to anything remotely positive and often post it in the new section(atleast half the AMD news related posts are posted by you, no matter how small the news). If something bad is about to happen to AMD, you deny it is happening in some way(e.g AMD laying off workers is false, AMD stock price doesn't reflect anything negative and they are simply unpopular, Kavari isn't delayed, charlie has been inaccurate). Strangely enough, you exaggerate anything bad happening at intel(qualcomm is worth more than Intel now) or similarly you exaggerate anything positive at AMD(all of Qualcomms good fortune should have been AMDs).

I see someones whose reality is so distorted that I have a hard time believing that they don't have something invested in AMD. Or else your just trolling the forums.

[Olivon]

Some numberz :





http://www.3dcenter.org/news/genauer...narchitekturen

http://www.investorvillage.com/mbthr...3936&showall=1

During 2012, AMD has sold way less FX processors during Q1, Q2 and Q3 than Athlon X2 processors during Q1.

[god_43]

Do you work for AMD or have a lot of money invested with them. By your post history it seems you cling to anything remotely positive and often post it in the new section(atleast half the AMD news related posts are posted by you, no matter how small the news). If something bad is about to happen to AMD, you deny it is happening in some way(e.g AMD laying off workers is false, AMD stock price doesn't reflect anything negative and they are simply unpopular, Kavari isn't delayed, charlie has been inaccurate). Strangely enough, you exaggerate anything bad happening at intel(qualcomm is worth more than Intel now) or similarly you exaggerate anything positive at AMD(all of Qualcomms good fortune should have been AMDs).

I see someones whose reality is so distorted that I have a hard time believing that they don't have something invested in AMD. Or else your just trolling the forums.

first of all i dont exaggerate , the article said that and at the time (and i think still now) it was true. i didnt troll that article, i made a joke at the beginning (lol which was taken seriously, i even said it later on in the thread.). i am a positive person, so i tend to think positive. i never said they are not going to lay ppl off, i said the 30% number was bs....and i was right.

show me how the stock price affects the companies revenue or its financial stability, you do understand that a company only makes money from the initial ipo, after that it does not affect the company (in-terms of finance anyways). i still dont think kavari is delayed, the rumors are based on a road map that looks like and does not follow any of the previous roadmap design conventions, if i am wrong then i will have egg on my face.

in terms of bias against intel....i never claimed i had none. i do have issues with intel and their practices, but i dont think i troll intel (not for the last two three years anyways). i dont think i have ever said they make crappy products, intels techno achievements are impressive and their workers should be proud of it.

you sir are a far more interesting subject than i am. from bashing amd fans, calling them the worst, i remember buckeye (the mod) had your quote in his sig (i think he changed it though)....etc, to bashing amd/ati as being the worst brand, to praising nvidia any chance you get. dont throw stones at a glass house.

[Rollo]

It looks like the fear of no future drivers is starting to take it's toll on AMD's market share:

http://blogs.barrons.com/techtraderd...cuts-consoles/

Losing 5% in desktops and 10% in notebooks is pretty surprising given the bang per buck for the parts and the stellar games bundle. AMD GPUs is not AMD CPUs- they compete very well and to lose 15% in marketshare tells me the word is out and people are backing off the brand.

Put it this way- that games bundle had my finger above the "buy" button several times for a 7970, and the only thing that stopped me is it would have been a lateral move just to get the games.

[Greg83]

or the stocks value (estimated future value) is the only driving force of investments today
and people have reached the point of diminshing gains and that with more recessions occuring like in europe.

[LordEC911]

SNIP

Weren't you banned for some of your posts in the news section? Why are you still posting here....

[god_43]

Some numberz :





http://www.3dcenter.org/news/genauer...narchitekturen

http://www.investorvillage.com/mbthr...3936&showall=1

During 2012, AMD has sold way less FX processors during Q1, Q2 and Q3 than Athlon X2 processors during Q1.

ok didnt we already know q3 numbers? thanks though for the interesting graphs (if you can find the original mercury research article that would be better.) but the last four ppl where predicting q4 numbers (products launched in this quarter), thats what i had a problem with because we dont know those numbers yet.


also i never did say amd would sell well the new fx cpus or not, i said we dont know the numbers yet tajoh111.

[god_43]

It looks like the fear of no future drivers is starting to take it's toll on AMD's market share:

http://blogs.barrons.com/techtraderd...cuts-consoles/

Losing 5% in desktops and 10% in notebooks is pretty surprising given the bang per buck for the parts and the stellar games bundle. AMD GPUs is not AMD CPUs- they compete very well and to lose 15% in marketshare tells me the word is out and people are backing off the brand.

Put it this way- that games bundle had my finger above the "buy" button several times for a 7970, and the only thing that stopped me is it would have been a lateral move just to get the games.

that is weird during the earnings call and idc both state that amd gained share verses lost? i am sure the year end numbers will clear up the conflicting reports.

[Olivon]

(if you can find the original mercury research article that would be better.)

Those numbers are private and divulgated via Investor Village forum FYI.

[god_43]

Those numbers are private and divulged via Investor Village forum FYI.

...but the forum is public? or do you mean someone posted private info to IV forum? thanks anyways, i think rollo might have a point, much like ppl flock to apple, all of the recent rumors and bad stock performance; may be causing ppl to look elsewhere (well its a reasonable connection anyways).

[JumpingJack]

...but the forum is public? or do you mean someone posted private info to IV forum? thanks anyways, i think rollo might have a point, much like ppl flock to apple, all of the recent rumors and bad stock performance; may be causing ppl to look elsewhere (well its a reasonable connection anyways).

http://www.investorvillage.com/mbthr...0217&showall=1

Someone who has access to the numbers every so often post them on investor village. It can be googled. Mercury research is a market research firm, their reports have an annual subscription fee of several thousands of dollars, that is what he means when he says they are 'private'. Mercury Research sells market data like AMD or Intel sell CPUs it is how their company makes money.

[god_43]

http://www.investorvillage.com/mbthr...0217&showall=1

Someone who has access to the numbers every so often post them on investor village. It can be googled. Mercury research is a market research firm, their reports have an annual subscription fee of several thousands of dollars, that is what he means when he says they are 'private'. Mercury Research sells market data like AMD or Intel sell CPUs it is how their company makes money.

oh ok thanks, thats what i thought he meant; but i just was not sure.

[Olivon]

AMD Prepares for January Reorganization, Including More Job Cuts - AllThingsD

Multiple sources confirm to AllThingsD that senior managers are girding their teams for yet another shakeup, though they are saying that the number of jobs that will be eliminated this time around will be much smaller. Some employees are being quietly told by managers that they will lose their jobs in January, but are being kept around for the moment as insurance against the possibility of other key people quitting before then, one source told me.

Vijay Rakesh, an analyst with Sterne Agee, speculated that AMD could make $150 million on a sell/leaseback deal on its corporate real estate in Sunnyvale. Patent sales, he wrote, could net as much as $2.2 billion.

As one source put it: All the old AMD street-fighters are gone, and a lot of them feel that Rory has made a big mistake in getting rid of them. Without them, people feel like theyre in a losing battle.

[Rollo]

...but the forum is public? or do you mean someone posted private info to IV forum? thanks anyways, i think rollo might have a point, much like ppl flock to apple, all of the recent rumors and bad stock performance; may be causing ppl to look elsewhere (well its a reasonable connection anyways).

It's the only thing that makes sense. AMD graphics is very comopetitive, the only possible reason they could lose this much in a quarter is buyers smell blood in the water and are avoiding AMD due to fears of no new drivers and being left in a lurch like 3DFX guys with only bathtub drivers.

They really shouldn't have sold Snapdragon, and they really should have focused on mobile far sooner.

[onewingedangel]

Intel would have paid the whole value of AMD, as it stands, for just the ATi assets a few years ago - and if it weren't for competition law they would probably look to buy AMD largely for those assets now.

With ATi having been integrated into AMD and Nvidia fiercely independent, it leaves AMD as the only one able of competing in both the x86 CPU and graphics markets, and offering a complete APU - but not executing all that well, and Intel and Nvidia having areas they need to develop/adapt that a simple takeover would not solve - Intel would not need to transfer VIA's x86 licence in the event of a Nvidia takeover if AMD is competing.

It would have been better for all parties had it been an Nvidia/AMD merger and Intel takeover of ATi a few years ago. As things stands Intel has to play catch up (at considerable expense) on graphics - but are still far behind the curve, Nvidia have to forge their own path with CUDA/ARM and AMD/ATi are floundering.

[Ket]

I wouldn't say AMD are doing all that bad, sure, the CPU side of things isn't exactly lighting any fires but look at the GPU side. New drivers are starting to really unleash the power of the 7 series cards and truth be told with the new drivers coming out lately its killing nvidias GTX670/680 in the performance stakes. Couple that with the great prices on HD7950s especially, its only a matter of time I would think before AMD start to see the benefits of their (currently) superb driver work on the GPU front. I've seen plenty of people over the last few weeks who own GTX670s wanting to jump ship and get 7950s just because of the excellent driver work of late. Piledriver also isn't all that bad - it competes on the level of a 2500k or a 3570k, the problem, as ever with AMD, is their marketing. I hate to say it as I don't like in-your-face marketing like Apple, intel and others do, but AMD need to at least do a little of this.

[tajoh111]

I wouldn't say AMD are doing all that bad, sure, the CPU side of things isn't exactly lighting any fires but look at the GPU side. New drivers are starting to really unleash the power of the 7 series cards and truth be told with the new drivers coming out lately its killing nvidias GTX670/680 in the performance stakes. Couple that with the great prices on HD7950s especially, its only a matter of time I would think before AMD start to see the benefits of their (currently) superb driver work on the GPU front. I've seen plenty of people over the last few weeks who own GTX670s wanting to jump ship and get 7950s just because of the excellent driver work of late. Piledriver also isn't all that bad - it competes on the level of a 2500k or a 3570k, the problem, as ever with AMD, is their marketing. I hate to say it as I don't like in-your-face marketing like Apple, intel and others do, but AMD need to at least do a little of this.

AMD marketing is honestly more in your face than Intels or Nvidia's at this point. Look at some of their viral videos(either company doesn't do it) and they are really trying to do a smear campaign.

What AMD is doing correctly this generation when it comes to marketing is getting alot more gaming evolved titles.

Nonetheless, with these price cuts, gaming evolved infusion and throwing in games, I see a company that is desperately trying to fight an uphill battle.

These moves might buy them market share but I could see AMD selling these card at a loss currently. AMD only made 18 million dollars from its graphic division last quarter. And with the 20% price drops and 100 dollars + of software tossed in with the top model, AMD margins must be gone at this point. Hardly enough to propel the R and D budget and generate the company real money. 28nm is a lot more expensive than 40nm and I have seen 7970 for as low as 300 dollars new, 7950's under 250. When you consider that they include 100+ of software, its a kamikaze move honestly. AMD must be desperate for marketshare. Selling cards at a loss doesn't reveal a healthy situation and shows a struggling company.

In addition, you have to remember, Nvidia could easily outprice AMD's card if they want to because they are smaller chips with less memory. They don't however because people are willing to pay a bit more for the nvidia brand. I think Nvidia better get a bit more aggressive soon because AMD cards are currently a steal at the moment and any rational person looking for pure performance(not performance per watt), would have to get an AMD card at the prices they are at(not the ghz edition 7970 though).

[Rollo]

AMD marketing is honestly more in your face than Intels or Nvidia's at this point. Look at some of their viral videos(either company doesn't do it) and they are really trying to do a smear campaign.

What AMD is doing correctly this generation when it comes to marketing is getting alot more gaming evolved titles.

Nonetheless, with these price cuts, gaming evolved infusion and throwing in games, I see a company that is desperately trying to fight an uphill battle.

These moves might buy them market share but I could see AMD selling these card at a loss currently. AMD only made 18 million dollars from its graphic division last quarter. And with the 20% price drops and 100 dollars + of software tossed in with the top model, AMD margins must be gone at this point. Hardly enough to propel the R and D budget and generate the company real money. 28nm is a lot more expensive than 40nm and I have seen 7970 for as low as 300 dollars new, 7950's under 250. When you consider that they include 100+ of software, its a kamikaze move honestly. AMD must be desperate for marketshare. Selling cards at a loss doesn't reveal a healthy situation and shows a struggling company.

In addition, you have to remember, Nvidia could easily outprice AMD's card if they want to because they are smaller chips with less memory. They don't however because people are willing to pay a bit more for the nvidia brand. I think Nvidia better get a bit more aggressive soon because AMD cards are currently a steal at the moment and any rational person looking for pure performance(not performance per watt), would have to get an AMD card at the prices they are at(not the ghz edition 7970 though).

AMD lost 5% desktop and 10% laptop market share to NV in Q3 2012 as well. When you add that to your points about margins and giveaways, and the fact that even in good times AMDs GPU revenues are nowhere near enough to float their much larger CPU parent company, the picture gets fairly clear. People on forums like this see some other forum guys bought AMD cards and that they have great bang per buck and say things like "AMD is doing pretty well!" (@Ket) but the reality is far different. The "enthusiast on hardware forums market" is very very small. AMD needs some CPU wins.

[Jethro]

Rollo your opinions do not take the overall economy into account. There are many companies going through similar struggles right now.

Get off your AMD bashing high horse and try expanding your vision. <<<pun intended.

Theres a much broader scope of things going on economically then your narrow minded brush is covering.

[Rollo]

Rollo your opinions do not take the overall economy into account. There are many companies going through similar struggles right now.

Get off your AMD bashing high horse and try expanding your vision. <<<pun intended.

Theres a much broader scope of things going on economically then your narrow minded brush is covering.

Errr...yeah....I'm bashing AMD...

I sent them $370 this week. I hope others take to "bashing" AMD like me so they survive the recession.

You seem to confuse "giving credit where credit is due, and criticism where criticism is due" with "bashing".

Sorry, I'm not going to post "Every decision AMD makes is a wise move and every part they make is a quality product that people should just go buy" like some others here seem to be up to.

I replaced my GTX670 with a 7970 because it's a better buy now and gave me the games bundle as incentive to do it.

If AMD throws in a different games bundle of shooters for 8350s, I'd consider replacing my 2500K just to support AMD and have a project at my hobby.

I'd call my approach "sensible" not "bashing". What are YOU doing to support AMD beyond criticising me, one of their high end customers?

[Jethro]

Maybe bashing is harsh but you are certainly overly critical of a company that has enticed you to buy there products. You also seem to attack anyone that has a positive view of AMD.

Nobody is saying every decision they have made is wise just some of them.

Again, the net result are shelves loaded with cool hardware at a great price.

Ive been supporting AMD since my first pc @ 75mhz. Getting ready to get a FX6300 for my main rig and build a Trinity HTPC as well. FYI I build Intel rigs and have no beef with them other then to me the I3 absolutely sucks.

Trinity is amazing in comparison! Exciting to recommend it to budget pc peeps. May try to mac osx mine (hackentosh). I know bad jethro!

Cant really justify a new card because the 7770 is proving more then enough for the games i play. We'll see what GW2 does to it

Glad you go your hands on a 7970, enjoy.