Originally Posted by Durquavian
And you need to do more research bud. APU constituted 70%+ of AMD Processor sales at the end of last year. Easy search " AMD APU SALES FIGURES". SO before spouting more ignorance and fear because you can never prove Intel has anything that can touch the APUs of AMD get down off your high horse and actually question first before you show your true colors.
I am actually very well aware of the argument you're making and it is basically that APU's will save AMD. You're completely short sighted. I also doubt you have any degree in economics or else you wouldn't say that "amd found new momentum" Here is a website talking about your precious APU sales figures: http://beta.fool.com/markhibben/2013/04/18/can-game-consoles-save-amd/31785/
Suffice it to say that just about everything went south for AMD in 2012. Annual revenue declined 17% to $5.422 billion compared to 2011, while the company racked up a huge operating loss of $1.056 billion. Meanwhile, AMD's long term debt increased 33% to $2.037 billion, while its cash reserves decreased 43% to $1.002 billion. AMD's PC processor market share, once as high as about 50%, is thought to have declined to about 17%.
So essentially AMD lost in 2012 - the same year their APU's exploded on the scene. The same year you say they got momentum is the year they have had some of the hardest hitting loses.
With an average APU selling price of $40, this could contribute about $800 million a year in revenue.
Ooooo a heavy hitting 800 million dollars while simultaneously losing profits in other areas like the desktop and server markets where chips are not $40. That sure is momentum!
There are still many unknowns, not the least of which is whether or not AMD's overall PC chipset sales will continue to deteriorate and how fast. But the console wins are big and could make the difference for AMD in 2013 and beyond. If you're looking for a high risk/high return turnaround investment, AMD might be the one.
Yeah that is called doing your research.