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[ARS] Analyst calls AMD "un-investable," downgrades rating - Page 4

post #31 of 105
Quote:
Originally Posted by Edge Of Pain View Post

Remember that producing the fastest chip is almost meaningless when it comes to one company being "un-investable" or successful. It's more about OEM deals and being able to fall back on funds if things get sticky.
Besides, wasn't AMD's loss last year over $300 million? Isn't this an improvement?
Anyway, I see their APUs being successful in laptops and aren't the next consoles going to have AMD chips too? It just sounds like famine before a feast to me.

So true
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post #32 of 105
So, I have been reading for a while now about AMD, and stuff that is supposedly going on the inside.

I would equate what is going on now as a bumpy road in restructuring. AMD is moving away from the CPU market in general. They even made a release to this point.
They will be focusing on consoles, which are based off the APU's, which are used to power the laptop and mobile market. There is even talk about them working towards niche markets that are too small for Intel such as medical equipment and processing for automobiles.

I don't believe that it will be easy, nor that it will happen in the next month, but with all the success the graphics division is having and the CEO that is there now, I think that brighter days are ahead for AMD.
As a long term investment, yes, at this time, I think it is worth looking at AMD. Once the new consoles hit and they start shipping all of those chips along with the new HD8xxx cards this next few months, I think you will see a profit for AMD in the next year to 15mos.

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post #33 of 105
I think many of the tech stocks are getting hit these days, , Apple, google, intel all of them seem to be down. That partially explains why AMD is doing badly. But people shouldn't kid themselves AMD CPUs are all but done. Thier GPUs are the way out of the mess
post #34 of 105
Quote:
Originally Posted by Redwoodz View Post

Quote:
Originally Posted by Poisoner View Post

ARS Technica is irrelevant. Probably worse than fudzilla.

I'm afraid this has nothing to do with Ars.


Sad times indeed.I'm really worried.Makes me extremely mad at all the Intel fanboy trolls who bash every AMD thread,every AMD recommendation.They know not what they do.They will pay the price like everyone else.mad.gif

This.

Will continue to buy AMD until the last. DO NOT WANT $1k+ Intel chips to become the norm mad.gif
     
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post #35 of 105
We need AMD to recover and compete against Intel,this is no good for consumers
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post #36 of 105
Well they're always behind the manufacturing process and always keeps on delaying their products and don't price their products competitively.

I used to prefer their products over intel because it's the bang for their buck. But Bulldozer is not even close, performance-wise, price-wise and efficiency-wise. Never even considered them this time around.

Their GPU division should be fine though albeit their high-end cards weren't energy efficient compared to the competition.
   
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post #37 of 105
Quote:
Originally Posted by Eduardv View Post

We need AMD to recover and compete against Intel,this is no good for consumers

I think people have forgotten, AMD has said they no longer are trying to compete with Intel. The have said they are not concentrating on the desktop CPU anymore. That doesn't mean they wont make them, but they are not focusing their resources and engineering on this area. Even Intel said this is a diclining market. The money is in mobile applications and servers. The APU is the product they will be focusing on more now.

You will see more and more of the APU from AMD and less of the CPU.
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Edit: Spelling
Edited by shlunky - 10/20/12 at 11:37am
    
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post #38 of 105
I get put in the dumps everyday by AMD news......
post #39 of 105
Quote:
Originally Posted by DireLeon2010 View Post

This.
Will continue to buy AMD until the last. DO NOT WANT $1k+ Intel chips to become the norm mad.gif

I hate when people say this, if Intel charged that much more for CPU's then nobody would buy them because there's little incentive for the majority of the market to upgrade for better facebook performance. They would just get a prebuilt arm based slate that was cheaper and call it a day, in fact all desktop based computer companies will probably be hurting real bad because of people's infatuation with tablets and smart phones anyway, the industry is changing. Bad economy + market shift = dark days for my favorite toys.
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post #40 of 105
Quote:
Originally Posted by prava View Post

No, we aren't talking about how good they are as a manufacturer... its only that some OCZ inverstors have started class action lawsuits against the board of OCZ because... well, lets just look at the stock quote:
http://www.google.com/finance?cid=15927159
The company has lost like 75% of its value in the last months. A rumour stated that Seagate wanted to buy OCZ and such rumour spiked the price... but, something happened in between and the company is on the floor and I'm not sure it will come back :S

what caused OCZ to go bad?
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