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[seekingalpha] The Turnaround Accelerates For AMD

post #1 of 12
Thread Starter 
Quote:
Advanced Micro Devices (AMD) reported earnings on Thursday which were slightly better than the company's guidance. Top line revenue beat estimates at $1.09 billion and bottom line losses were better as well at $-0.13 per share. Most importantly, AMD's cash position is healthier than the best projections which buy it the time it needs to return to a positive free cash flow position while it waits for revenue from its new products to begin coming in.

http://seekingalpha.com/article/1355781-the-turnaround-accelerates-for-amd?source=yahoo

It seems AMD is slowly killing the competition... thumb.gif
post #2 of 12
finally amd getting back into the game
post #3 of 12
The new CEO is hauling ass.
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post #4 of 12
Quote:
Originally Posted by Rayleyne View Post

The new CEO is hauling ass.

Scoring two wins in the console landscape has been one of his largest accomplishments.

APUs are steadily gaining momentum, and mark my words, in two years now at most, AMD will have regained a large chunk of marketshare. Perhaps not half, or even a 30%, but a good 20% of the desktop/laptop market will be theirs.
   
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post #5 of 12
I just want them to return with something to compare to the i5. I don't want eight cores, or even six. I want a good quad core which will give me similar performance to a 3570k, overclocks decently, and supports PCIe 3.0. Maybe I'm asking too much... I don't know.
post #6 of 12
Thread Starter 
Quote:
Originally Posted by Caples View Post

I just want them to return with something to compare to the i5. I don't want eight cores, or even six. I want a good quad core which will give me similar performance to a 3570k, overclocks decently, and supports PCIe 3.0. Maybe I'm asking too much... I don't know.

Well my fellow OCN guy, by some information's we can expect 20-30% improvements over Piledriver it seems, according to xbit labs.
post #7 of 12
You asking too much. This wont happen any time soon. Maybe if AMD continues its growth maybe in the future we will see something like that. We will see I suppose.
post #8 of 12
Quote:
Originally Posted by vampirr View Post

http://seekingalpha.com/article/1355781-the-turnaround-accelerates-for-amd?source=yahoo

It seems AMD is slowly killing the competition... thumb.gif

For those who are interested in the financials, here is an excerpt: graduated.gif

Kxrtqjo.png

Note:
- Computing Solutions segment includes microprocessors, as standalone devices or as incorporated as an Accelerated Processing Unit, chipsets, and embedded
- Graphics segment includes graphics, video and multimedia products developed for use in desktop and notebook computers, including home media PCs, professional workstations and servers as well as revenue received in connection with the development and sale of game console systems that incorporate the Company’s graphics technology.

You can see from the number of headcount from one quarter to the next quarter. They're currently restructuring their HR, downsizing their staff number from 11,265 (in March 2012 last year) to 9,844 (in March 2013 this year). That's a reduction of 1,421 staff since last year.

Also, it's worth to note how AMD's revenue is contributing to the income of the business. The Computing Solutions revenue has been at lost for the past two quarters. The Graphics revenue line has always been in the green zone.
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post #9 of 12
AMD's game console wins will reduce its dependency on the PC market. With Temash AMD will able to go after the tablet market. But AMD seems to have missed a trick by not going for Android tablets. They seem to be only interested in Windows 8 tablets. thats not a sensible strategy. But AMD's true turnaround and long term profitability / sustainability depends on the CPU division coming out with an architecture which will allow them to compete with Intel in the server market. Until then its only a job half done. With Jim Keller back at AMD and leading the CPU design I am optimistic for their post excavator designs.
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post #10 of 12
Thread Starter 
@raghu78

AMD will release products with ARM processors so they may aim for Android while I am not sure if android would work properly on x86 or x86-64bit processor except if it was emulated, I saw that AMD has an emulator to "fix" that issue. I am sure they could make an APU that contains ARM based CPU and Radeon HD series GPU, that would destroy nVidia's Tegra lineup. C50/Z60 already destroy Tegra 3 and will be ahead Tegra 4...

[edit]
Why is tranfered here? It does not belongs here, it seems that moderator is not doing his job properly. mad.gif
Edited by vampirr - 4/21/13 at 4:42am
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