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[AMD] AMD Reports Second Quarter 2011 Results – CFO Commentary - Page 2

post #11 of 28
Quote:
Originally Posted by JCPUser View Post
You have... AMD said August at Computex and now they have said August again during the call.

Unlike what people try to portray on this site, the 32nm bulldozer (read: this is not about 2009) has only suffered one delay as it failed to launch in Q2.
JCP-Was'nt this due to AMD wanting to get the APUs out first?


Edit: WHOA, read this: "GLOBALFOUNDRIES will be unable to manufacture the company’s products on a timely basis in sufficient quantities and using competitive technologies; the company will be unable to obtain sufficient manufacturing capacity or components to meet demand for its products or will under-utilize its commitment with respect to GLOBALFOUNDRIES' microprocessor manufacturing facilities."

Pg 7, cautionary statement. WTH is up with Glofo?
Edited by Obakemono - 7/21/11 at 4:18pm
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post #12 of 28
Llano is also taking off. next Evaluation of AMD will be much more promising I'm sure.

Sony, HP, and more have picked up A8 for a new standard of laptop preformance.

Goodnight i3 its A8's turn.

I'm thinking that this ATI/AMD, APU thing is going to pay off in the
battery life-to-performance area.
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post #13 of 28
Well the calls should be able to be heard at AMD's site, as they usually are.

Here

http://ir.amd.com/phoenix.zhtml?p=ir...ventID=3983409
Edited by andos - 7/21/11 at 4:24pm
>dat smooth feel
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>dat smooth feel
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post #14 of 28
Quote:
Originally Posted by Obakemono View Post
JCP-Was'nt this due to AMD wanting to get the APUs out first?


Edit: WHOA, read this: "GLOBALFOUNDRIES will be unable to manufacture the company’s products on a timely basis in sufficient quantities and using competitive technologies; the company will be unable to obtain sufficient manufacturing capacity or components to meet demand for its products or will under-utilize its commitment with respect to GLOBALFOUNDRIES' microprocessor manufacturing facilities."

Pg 7, cautionary statement. WTH is up with Glofo?
Maybe, but by the letter of the law there was a delay. I am not really getting on AMD's case or anything, but more fed up with people who make it seem like BD is perpetually delayed. It was canceled on 45nm (not really relevant) and suffered a total of one delay (maybe strategic) in June.

As for glofo.... I am guessing very low quantities at launch.

EDIT:


Quote:
Originally Posted by andos View Post
Well the calls should be able to be heard at AMD's site, as they usually are.

Here

http://ir.amd.com/phoenix.zhtml?p=ir...ventID=3983409
That link work yet? I am at work and can't test it. Last I checked there was a message saying "come back later -- file not yet archived" or something like that.
Edited by JCPUser - 7/21/11 at 5:03pm
post #15 of 28
Yeah, the BD drama here has gotten way old.

I wonder about the glofo statement, how long has AMD known about this issue?
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post #16 of 28
Quote:
Originally Posted by noak View Post
I feel as if I've heard this before...
Exactly my thoughts.

His statement means jack all because they STILL cannot give people a solid release date after all these years.

Somehow I get the feeling these things will not be widely available till mid-late september.
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post #17 of 28
Moved to new thread
Edited by JCPUser - 7/21/11 at 11:06pm
post #18 of 28
Quote:
Originally Posted by Obakemono;14299639 
JCP-Was'nt this due to AMD wanting to get the APUs out first?


Edit: WHOA, read this: "GLOBALFOUNDRIES will be unable to manufacture the company’s products on a timely basis in sufficient quantities and using competitive technologies; the company will be unable to obtain sufficient manufacturing capacity or components to meet demand for its products or will under-utilize its commitment with respect to GLOBALFOUNDRIES' microprocessor manufacturing facilities."

Pg 7, cautionary statement. WTH is up with Glofo?

A Cautionary statement isnt something that will happen or has happened, its just there as a cautionary so shareholders dont get overly peeved at lack of information if that happens, thats been in AMDs quarterly reports for ages, doesnt mean they are happening or there are problems at GloFo, think its a legal requirement as its a different company (in theory) which could have an effect on AMDs business without AMD being able to control it.
We have ones in our shareholders reports which involve satellites falling out of the sky and the whole DTH network going down, doesn't mean it has or will happen, it just needs to be in there as its a different company that is in control of that network but could severely hamper the business.
Edited by davieg - 7/21/11 at 5:54pm
    
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post #19 of 28
Quote:
Originally Posted by davieg View Post
A Cautionary statement isnt something that will happen or has happened, its just there as a cautionary so shareholders dont get overly peeved at lack of information if that happens, thats been in AMDs quarterly reports for ages, doesnt mean they are happening or there are problems at GloFo, think its a legal requirement as its a different company (in theory) which could have an effect on AMDs business without AMD being able to control it.
We have ones in our shareholders reports which involve satellites falling out of the sky and the whole DTH network going down, doesn't mean it has or will happen, it just needs to be in there as its a different company that is in control of that network but could severely hamper the business.
Thanks for the clarification. +1
post #20 of 28
Anyone else buy in on Monday @ ~$6.10?
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