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They Must Suck . . . (K10?)

@ 2007/07/30

Let's get this straight: You're a company hemorrhaging red on the financial pages like a victim in a slasher movie.

You call a financial meeting of analysts to try to convince them that this is going to stop someday soon.

To impress them, you find the sweetest, most-blessed engineering sample you can find and get it to run stably at 3GHz. You then cobble together a beast box with plenty of video cards.

You bring it to the meeting where you desperately need to impress people, and what do you do with your 'killer' box?

Comment from Sidney @ 2007/07/30

Executives do that all the time; stock option plans and conditions govern some of the selling and offers.

If you don't like AMD value you can always buy TSMC. Or assuming the AMD/ATI acquisition never happened, and ATI is now at half of the $18 value before the acquisition. AMD+ATI now = $13.60+$9 = $24.60, not much worst than what Intel is trading today.

Comment from Rutar @ 2007/07/30

I think it doesn't comfort investors when even the executives are selling their stocks (100000 from Morton). Also the delay in the Dresden fab isn't good either, because it was about lowering the costs (bigger wafers)

Comment from Sidney @ 2007/07/30

Quote:

Originally Posted by Kougar

They also have the furthest head start on cpu/gpu combination design.

You are correct, I forgot about this.

Comment from Kougar @ 2007/07/30

Aye. What is important is AMD does have an eye on the bigger picture. They have developed a completely new, much improved 45nm fab process with IBM, that incidentally is extremely similar to what Intel will be using. They have found a foundry to produce said 45nm chips, and have already developed native 4-core-in-one designs at 65nm, which they can further improve/tweak for 45nm use by this time next year.

They also have the furthest head start on cpu/gpu combination designs. Even their sales are still doing well, they are simply not making much of anything from them.

Comment from Sidney @ 2007/07/30

Perhaps, K10 sucks big time, and no, AMD is not going to lead for the next two years. What they are doing now is to survive by selling fix assets, successfully entered China market, a foot into the OEM mass market, a slight gain in power consumption, attempting to work with TSM to produce 45nm next gen processor and hopefully AMD might get to break even by Q4.

If WallStreet buys into this, I don't see anything wrong. There is bad and good day in everything we do. Take a chill bill, Ed. Enjoy the current CPU pricings

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