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[VC] AMD: No 20nm GPUs this year - Page 8

post #71 of 146
Quote:
Originally Posted by Alatar View Post

The transcript is from the Q1 conference call. Happened earlier this week.

>not recent
>this week

Also they said all products. And even if they didn't graphics client = discrete GPU.
going by the noted statements it was the same as the one I heard 3 months ago when they brought out that they would pay 200m of penalties. I'm stubborn but clearly you are equally stubborn. The Glofo statement by Rory is bigger.
post #72 of 146
I don't expect the next GPU bump until 2015: http://en.wikipedia.org/wiki/DirectX
post #73 of 146
Quote:
Originally Posted by maarten12100 View Post

going by the noted statements it was the same as the one I heard 3 months ago when they brought out that they would pay 200m of penalties. I'm stubborn but clearly you are equally stubborn. The Glofo statement by Rory is bigger.

Pointing out the facts is not being stubborn....
Quote:
AMD hosted their quarterly earnings conference call this afternoon to announce their financial results for the quarter ending March 2014.
Quote:
April 17, 2014 8:45 PM EST

http://www.anandtech.com/show/7944/amd-q1-2014-quarterly-earnings-20m-loss-on-140b-in-revenue

It's brand new info.
 
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post #74 of 146
Quote:
Originally Posted by Alatar View Post

Pointing out the facts is not being stubborn....
Listen to the old one I was talking about then come back to me.
Didn't you claim that a 512 bit bus was unthinkable equally unthinkable to AMD going pretty big die again? Both happened didn't they?
post #75 of 146
Quote:
Originally Posted by maarten12100 View Post

Listen to the old one I was talking about then come back to me.
Didn't you claim that a 512 bit bus was unthinkable equally unthinkable to AMD going pretty big die again? Both happened didn't they?

ummm... My previous speculation has absolutely nothing to do with what Lisa Su said earlier this week. I'm not saying that AMD wont have 20nm products in 2014. Lisa Su is. AMD senior VP if my memory serves. So it's not me you're arguing against here, it's Lisa Su.

Besides,

the 3 month old Q4 2013 earnings call: http://seekingalpha.com/article/1958381-advanced-micro-devices-ceo-discusses-q4-2013-results-earnings-call-transcript

The brand new Q1 2014 earnings call from couple of days ago: http://seekingalpha.com/article/2149183-advanced-micro-devices-ceo-discusses-q1-2014-results-earnings-call-transcript

They're completely different.
 
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post #76 of 146
Quote:
Originally Posted by Alatar View Post

ummm... My previous speculation has absolutely nothing to do with what Lisa Su said earlier this week. I'm not saying that AMD wont have 20nm products in 2014. Lisa Su is. AMD senior VP if my memory serves. So it's not me you're arguing against here, it's Lisa Su.

Besides,

the 3 month old Q4 2013 earnings call: http://seekingalpha.com/article/1958381-advanced-micro-devices-ceo-discusses-q4-2013-results-earnings-call-transcript

The brand new Q1 2014 earnings call from couple of days ago: http://seekingalpha.com/article/2149183-advanced-micro-devices-ceo-discusses-q1-2014-results-earnings-call-transcript

They're completely different.
So Instead of AMD's own IR page you link to Seeking Alpha a site know for having some of the worst most biased writers on the net. Just re-read the Q4 QA couldn't find it but I'm quite sure I saw it somewhere.

However Rory Read is the ceo also even if they were to wait for tsmc it is booked by gpu makers for Q3 so a launch this year is still possible. Time will tell.
post #77 of 146
For crying out loud....

Maarten SeekingAlpha writers didn't write anything. I'm linking you to word for word transcripts of the calls. All you will find in those links are 100% direct quotes of everything that was said in during the calls. Those links are just pure transcripts of the AMD earnings calls, there's absolutely no analysis being made by any journalist.

And Rory Read is also participating in the same call.

E: Read even gives a follow-up to Su's comments about 20/28nm.
Edited by Alatar - 4/19/14 at 7:50am
 
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post #78 of 146
Quote:
Originally Posted by maarten12100 View Post

So Instead of AMD's own IR page you link to Seeking Alpha a site know for having some of the worst most biased writers on the net. Just re-read the Q4 QA couldn't find it but I'm quite sure I saw it somewhere.

However Rory Read is the ceo also even if they were to wait for tsmc it is booked by gpu makers for Q3 so a launch this year is still possible. Time will tell.

Dude, you seriously need better reading comprehension. AMD's corporate senior VP stated no 20nm products this year. Period end of story.
post #79 of 146
Quote:
Originally Posted by xoleras View Post

Dude, you seriously need better reading comprehension. AMD's corporate senior VP stated no 20nm products this year. Period end of story.

During a shareholder call.

Marketing spin is one thing. Lying to shareholders during an earnings call is another thing entirely. One leads to maybe some bad press. The other leads to lawsuits.
post #80 of 146
Who cares? 20nm is already a bust.Both Nv and AMD have stated diminishing returns,and even Intel can't make 14nm viable.Refining 28nm is the better option for both,until FinFet is finished. I don't give a hoot what the specs are,just the actual performance.
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