Overclock.net › Forums › Industry News › Rumors and Unconfirmed Articles › [valuewalk] Advanced Micro Devices, Inc. (AMD) Bankrupt By 2020?
New Posts  All Forums:Forum Nav:

[valuewalk] Advanced Micro Devices, Inc. (AMD) Bankrupt By 2020? - Page 5

post #41 of 138
Quote:
Originally Posted by RiverOfIce View Post

The article is pointing at the elephant in the room. Click bait or not, they are telling the truth.

AMD can not surive, if they burn the building down and everything in it, they will get to 2020. But as it currently stands they will not get out of this year.


The money coffers are completely empty, they barely turned profit this year, after selling off most of the assets and then renting them back.

They can not survive. Period.

They are looking for a buyer. My gut tells me it will be Samsung or maybe Apple. But Apple will have to play nice, which means it will not touch it.


AMD use to be a great company, now it is just shooting out the last valuable things it has so it does not lose them in the divorce.


Your opinion. They have made several moves than can pay off. Will they do so remains to be seen. They have actually reduced debt and have become more versatile being able to adjust to market changes. All we are seeing now is the fruit of the Bulldozer fiasco,nothing else has changed.GPU's will be on track after next month.Remember TSMC has yet to provide a working 16nm process,while GF is in full 14nm production along with Samsung. Now AMD has help shouldering the R&D costs with Samsung and GF(IBMchip div.).They also acquired STMicro's IP.
Amelia
(13 items)
 
Professional
(13 items)
 
RCPC#1
(17 items)
 
CPUMotherboardGraphicsRAM
Phenom II X6 1100t MSI 890FX GD65 MSI Radeon HD5670 GSkill RipjawsX DDR3 PC3 12800 2x4GB CL8 
Hard DriveOptical DriveCoolingOS
WD Black 1TB SATA III Samsung BD Zalman 9900MAX Windows 7 64 Professional 
MonitorKeyboardPowerCase
AOC 22" LED Logitech Kingwin Lazer Platinum 500w Fractal Design R3 
Other
Samsung 470 SSD 128GB 
CPUMotherboardGraphicsRAM
AMD Phenom II X6 960T Asus M4A88T-VEVO Asus Strix R7 370 SuperTalent Perfomance 
RAMHard DriveHard DriveOptical Drive
GSkill Snipers Monster Daytona Seagate Barracuda 500GB 7,200 RPM 16Mb cache Memorex DVD/RW 
CoolingOSMonitorKeyboard
Corsair H60 Windows 8N IBM 9494 19" LCD IBM 
PowerCaseMouseMouse Pad
Corsair GS500 In Win H-Frame Wolfking OCZ Behemoth 
Audio
JBL Creature 
  hide details  
Reply
Amelia
(13 items)
 
Professional
(13 items)
 
RCPC#1
(17 items)
 
CPUMotherboardGraphicsRAM
Phenom II X6 1100t MSI 890FX GD65 MSI Radeon HD5670 GSkill RipjawsX DDR3 PC3 12800 2x4GB CL8 
Hard DriveOptical DriveCoolingOS
WD Black 1TB SATA III Samsung BD Zalman 9900MAX Windows 7 64 Professional 
MonitorKeyboardPowerCase
AOC 22" LED Logitech Kingwin Lazer Platinum 500w Fractal Design R3 
Other
Samsung 470 SSD 128GB 
CPUMotherboardGraphicsRAM
AMD Phenom II X6 960T Asus M4A88T-VEVO Asus Strix R7 370 SuperTalent Perfomance 
RAMHard DriveHard DriveOptical Drive
GSkill Snipers Monster Daytona Seagate Barracuda 500GB 7,200 RPM 16Mb cache Memorex DVD/RW 
CoolingOSMonitorKeyboard
Corsair H60 Windows 8N IBM 9494 19" LCD IBM 
PowerCaseMouseMouse Pad
Corsair GS500 In Win H-Frame Wolfking OCZ Behemoth 
Audio
JBL Creature 
  hide details  
Reply
post #42 of 138
I wish I could destroy all of these clickbait articles.

Some people just want to see the world burn. This is possibly an article to instill stock manipulation much like what the Motley Fool does.
Edited by SpeedyVT - 5/21/15 at 4:14pm
Power Tower
(22 items)
 
SteamBox
(9 items)
 
Doge Miner
(7 items)
 
CPUMotherboardGraphicsRAM
Ryzen 1700X AX370-Gaming 5 AMD Radeon R9 200 Series G.Skill DDR4-2400 
RAMRAMRAMHard Drive
G.Skill DDR4-2400 G.Skill DDR4-2400 G.Skill DDR4-2400 Samsung 840 Pro 
Hard DriveHard DriveHard DriveHard Drive
CX300 Crucial 480GB Toshiba 4TB Toshbia 4TB Western Digital Black 1TB 
CoolingOSMonitorMonitor
h110i Windows 10 42" LG TV 20" Digitizer ASUS 
KeyboardPowerCaseMouse
Corsair Vengeance Mechanical Keyboard  850watt Vampire Gold Rated NZXT S340 Elite Corsair RGB FPS Mouse 
Mouse PadAudio
Borderlands Mousepad Realtek HD 
  hide details  
Reply
Power Tower
(22 items)
 
SteamBox
(9 items)
 
Doge Miner
(7 items)
 
CPUMotherboardGraphicsRAM
Ryzen 1700X AX370-Gaming 5 AMD Radeon R9 200 Series G.Skill DDR4-2400 
RAMRAMRAMHard Drive
G.Skill DDR4-2400 G.Skill DDR4-2400 G.Skill DDR4-2400 Samsung 840 Pro 
Hard DriveHard DriveHard DriveHard Drive
CX300 Crucial 480GB Toshiba 4TB Toshbia 4TB Western Digital Black 1TB 
CoolingOSMonitorMonitor
h110i Windows 10 42" LG TV 20" Digitizer ASUS 
KeyboardPowerCaseMouse
Corsair Vengeance Mechanical Keyboard  850watt Vampire Gold Rated NZXT S340 Elite Corsair RGB FPS Mouse 
Mouse PadAudio
Borderlands Mousepad Realtek HD 
  hide details  
Reply
post #43 of 138
Lol,a lot of "economists" on this forum.rolleyes.gif
post #44 of 138
AMDFAD2015-DevinderKumar-FinancialPerformanceUpdate.pdf 1765k .pdf file
People posting this writing this fud clearly can't read of watch a presentation. No long term debt, stable cash and more R&D budget due to semi custom collaboration.

Additionally the huge upside once Zen fixes their singlethreaded deficit and HBM fixes their apu memory bandwidth bottleneck.
post #45 of 138
It's like those nintendoom articles, hehe wink.gif
Main
(17 items)
 
Nintendo DS
(8 items)
 
 
CPUMotherboardGraphicsRAM
6700K Gigabyte Z170X-Gaming 3 MSI GTX 1080 Gaming X G.Skill Ripjaws V 16GB 3000 
Hard DriveHard DriveCoolingCooling
Samsung 850 Evo 500GB WD Blue WD30EZRZ 3TB Noctua NH-D15S Nanoxia Deep Silence 140mm, 1100 RPM, 68.5 CFM 
CoolingOSMonitorKeyboard
Nanoxia Deep Silence 120mm, 1300 RPM, 60.1 CFM Windows 10 Enterprise Zalcom ZM27Q1 27" 1440p Glossy IPS Leopold FC750 (MX Brown) 
PowerCaseMouseAudio
EVGA 650 G2 Corsair 400Q Logitech Performance Mouse MX Mayflower Objective2 + ODAC Rev. B Combo 
Audio
Audio-Technica ATH-A990Z 
CPUCPURAMHard Drive
ARM946E-S 67.028 MHz  ARM7TDMI 33.514 MHz  4 MB 256 kB 
OSMonitorMonitorPower
DS OS 3" 256×192 18-bit 3" 256×192 18-bit 850 mAh 
  hide details  
Reply
Main
(17 items)
 
Nintendo DS
(8 items)
 
 
CPUMotherboardGraphicsRAM
6700K Gigabyte Z170X-Gaming 3 MSI GTX 1080 Gaming X G.Skill Ripjaws V 16GB 3000 
Hard DriveHard DriveCoolingCooling
Samsung 850 Evo 500GB WD Blue WD30EZRZ 3TB Noctua NH-D15S Nanoxia Deep Silence 140mm, 1100 RPM, 68.5 CFM 
CoolingOSMonitorKeyboard
Nanoxia Deep Silence 120mm, 1300 RPM, 60.1 CFM Windows 10 Enterprise Zalcom ZM27Q1 27" 1440p Glossy IPS Leopold FC750 (MX Brown) 
PowerCaseMouseAudio
EVGA 650 G2 Corsair 400Q Logitech Performance Mouse MX Mayflower Objective2 + ODAC Rev. B Combo 
Audio
Audio-Technica ATH-A990Z 
CPUCPURAMHard Drive
ARM946E-S 67.028 MHz  ARM7TDMI 33.514 MHz  4 MB 256 kB 
OSMonitorMonitorPower
DS OS 3" 256×192 18-bit 3" 256×192 18-bit 850 mAh 
  hide details  
Reply
post #46 of 138
last I check Apple almost die too many many years ago..... look what happen now lol
Gaming Rig
(10 items)
 
Work/Web Rig
(11 items)
 
Web Rig
(8 items)
 
CPUMotherboardGraphicsRAM
i5-2500K @4GHz stock volt OC Asus P8Z77-V LK Palit GTX 750Ti StormX Dual Corsair Vengence 1600MHz_CL8 4GBx4 
Hard DriveHard DriveCoolingOS
Seagate 80GB 7200rpm Maxtor 250GB 7200rpm Cooler Master Hyper 212+ Windows 10 Pro 
MonitorCase
BenQ XL2720z @ 1920x1080 144Hz Silverstone Ps06 
CPUMotherboardGraphicsRAM
Core 2 Quad Q9650 Gigabyte EP41-UD3L Asus 1GB Radeon 7790 DirectCU OC Corsair Gaming Ram 2GBx2 DDR2-800 
Hard DriveHard DriveCoolingOS
Samsung 80GB 7200rpm Western Digital 200GB 7200rpm Cooler Master Hyper TX3 Windows 7 pro 
MonitorPowerCase
Samsung 226bw 1680x1050 Acbel iPower 510w (450w PSU) LianLi PS05 
CPUMotherboardGraphicsRAM
AMD E350 MSI E350IA-E45 AMD Radeon 6310 4GB Kingston DDR3 1333 
Hard DriveOSMonitorPower
Western Digital 80GB Linux Slackware 14.1 Samsung 22" 1680x1050 LCD Acbel 300w PSU 
  hide details  
Reply
Gaming Rig
(10 items)
 
Work/Web Rig
(11 items)
 
Web Rig
(8 items)
 
CPUMotherboardGraphicsRAM
i5-2500K @4GHz stock volt OC Asus P8Z77-V LK Palit GTX 750Ti StormX Dual Corsair Vengence 1600MHz_CL8 4GBx4 
Hard DriveHard DriveCoolingOS
Seagate 80GB 7200rpm Maxtor 250GB 7200rpm Cooler Master Hyper 212+ Windows 10 Pro 
MonitorCase
BenQ XL2720z @ 1920x1080 144Hz Silverstone Ps06 
CPUMotherboardGraphicsRAM
Core 2 Quad Q9650 Gigabyte EP41-UD3L Asus 1GB Radeon 7790 DirectCU OC Corsair Gaming Ram 2GBx2 DDR2-800 
Hard DriveHard DriveCoolingOS
Samsung 80GB 7200rpm Western Digital 200GB 7200rpm Cooler Master Hyper TX3 Windows 7 pro 
MonitorPowerCase
Samsung 226bw 1680x1050 Acbel iPower 510w (450w PSU) LianLi PS05 
CPUMotherboardGraphicsRAM
AMD E350 MSI E350IA-E45 AMD Radeon 6310 4GB Kingston DDR3 1333 
Hard DriveOSMonitorPower
Western Digital 80GB Linux Slackware 14.1 Samsung 22" 1680x1050 LCD Acbel 300w PSU 
  hide details  
Reply
post #47 of 138
Quote:
Originally Posted by Clocknut View Post

last I check Apple almost die too many many years ago..... look what happen now lol

That's no excuse they sold out to Hydra.
Power Tower
(22 items)
 
SteamBox
(9 items)
 
Doge Miner
(7 items)
 
CPUMotherboardGraphicsRAM
Ryzen 1700X AX370-Gaming 5 AMD Radeon R9 200 Series G.Skill DDR4-2400 
RAMRAMRAMHard Drive
G.Skill DDR4-2400 G.Skill DDR4-2400 G.Skill DDR4-2400 Samsung 840 Pro 
Hard DriveHard DriveHard DriveHard Drive
CX300 Crucial 480GB Toshiba 4TB Toshbia 4TB Western Digital Black 1TB 
CoolingOSMonitorMonitor
h110i Windows 10 42" LG TV 20" Digitizer ASUS 
KeyboardPowerCaseMouse
Corsair Vengeance Mechanical Keyboard  850watt Vampire Gold Rated NZXT S340 Elite Corsair RGB FPS Mouse 
Mouse PadAudio
Borderlands Mousepad Realtek HD 
  hide details  
Reply
Power Tower
(22 items)
 
SteamBox
(9 items)
 
Doge Miner
(7 items)
 
CPUMotherboardGraphicsRAM
Ryzen 1700X AX370-Gaming 5 AMD Radeon R9 200 Series G.Skill DDR4-2400 
RAMRAMRAMHard Drive
G.Skill DDR4-2400 G.Skill DDR4-2400 G.Skill DDR4-2400 Samsung 840 Pro 
Hard DriveHard DriveHard DriveHard Drive
CX300 Crucial 480GB Toshiba 4TB Toshbia 4TB Western Digital Black 1TB 
CoolingOSMonitorMonitor
h110i Windows 10 42" LG TV 20" Digitizer ASUS 
KeyboardPowerCaseMouse
Corsair Vengeance Mechanical Keyboard  850watt Vampire Gold Rated NZXT S340 Elite Corsair RGB FPS Mouse 
Mouse PadAudio
Borderlands Mousepad Realtek HD 
  hide details  
Reply
post #48 of 138
I hope not. and i hope they do.. if samsung buys AMD. imagine the R&D money that will be involved.
BEAST
(26 items)
 
The Wifey's Rig
(14 items)
 
The Black Pearl
(25 items)
 
CPUMotherboardGraphicsGraphics
intel i7 3770K Gigabyte Z77 UD3R Sapphire Radeon r9 290x Sapphire Radeon r9 290x 
RAMHard DriveHard DriveHard Drive
Corsair Vengeance 8GB seagate barracuda 7200 RPM 1 TB PNY 120GB SSD PNY 240GB SSD 
CoolingCoolingCoolingCooling
ek supermacy full nickel Mayhem Pastel white  Mayhem blue non stain dye ek FC r9 290x 
CoolingCoolingCoolingCooling
ek fc r9 290x  swiftech mcp655 Koolance COV-RP450  EK-CoolStream RAD XT 240mm 
CoolingCoolingCoolingMonitor
Swiftech MCR320 360MM  Primochil ghost rigid compression fittings Primochill PETG Tubes X-star 
KeyboardPowerCaseMouse
Nixeus moda v2 EVGA SuperNova GS850 NZXT H440 Logitech G400 
Mouse PadAudio
Razer Goliathus Asus Xonar DGX 
CPUMotherboardGraphicsRAM
intel i5 4430 Asrock z78 pro 4 Sapphire 7870 XT G.Skill Aries 8GB 
Hard DriveCoolingOSMonitor
A LOT OF THEM Corsair H80 Windows 7 ultimate Samsung 
KeyboardPowerCaseMouse
Cooler Master Quickfire TK Corsair 650XT Thermale take armor revo 4 Cooler master storm xornet 
Mouse PadAudio
Steelseries CKQ Steelseries Flux luxury edition 
CPUMotherboardGraphicsRAM
Intel i7 3770k GigaByte GA-Z77x-UD3H sapphire R9 290X Corsair Vengeance 8GB  
Hard DriveOptical DriveCoolingCooling
western digital caviar blue Samsung HF-132B Corsair Sp120 Corsair AF AF120 LED 
CoolingCoolingCoolingCooling
Alphacool ST30 AlphaCool XT45 EK supremacy Clean CSQ Full Nickel PrimoChill Advanced LTR tubing 
CoolingCoolingCoolingOS
Swiftech MCP50X Alphacool Cape Corp 100ml Koolance VID-290X Windows 7 Ultimate 
MonitorMonitorKeyboardPower
X-Star Dp2710 @ 92HZ BenQ E2400HD Cooler Master Quickfire Ultimate seasonic M12II 750W 
CaseMouseMouse PadAudio
Corsair Carbide 500R logitech G400 Cooler Master SteelSeries Syberia V2 
Other
NZXT LED strip 
  hide details  
Reply
BEAST
(26 items)
 
The Wifey's Rig
(14 items)
 
The Black Pearl
(25 items)
 
CPUMotherboardGraphicsGraphics
intel i7 3770K Gigabyte Z77 UD3R Sapphire Radeon r9 290x Sapphire Radeon r9 290x 
RAMHard DriveHard DriveHard Drive
Corsair Vengeance 8GB seagate barracuda 7200 RPM 1 TB PNY 120GB SSD PNY 240GB SSD 
CoolingCoolingCoolingCooling
ek supermacy full nickel Mayhem Pastel white  Mayhem blue non stain dye ek FC r9 290x 
CoolingCoolingCoolingCooling
ek fc r9 290x  swiftech mcp655 Koolance COV-RP450  EK-CoolStream RAD XT 240mm 
CoolingCoolingCoolingMonitor
Swiftech MCR320 360MM  Primochil ghost rigid compression fittings Primochill PETG Tubes X-star 
KeyboardPowerCaseMouse
Nixeus moda v2 EVGA SuperNova GS850 NZXT H440 Logitech G400 
Mouse PadAudio
Razer Goliathus Asus Xonar DGX 
CPUMotherboardGraphicsRAM
intel i5 4430 Asrock z78 pro 4 Sapphire 7870 XT G.Skill Aries 8GB 
Hard DriveCoolingOSMonitor
A LOT OF THEM Corsair H80 Windows 7 ultimate Samsung 
KeyboardPowerCaseMouse
Cooler Master Quickfire TK Corsair 650XT Thermale take armor revo 4 Cooler master storm xornet 
Mouse PadAudio
Steelseries CKQ Steelseries Flux luxury edition 
CPUMotherboardGraphicsRAM
Intel i7 3770k GigaByte GA-Z77x-UD3H sapphire R9 290X Corsair Vengeance 8GB  
Hard DriveOptical DriveCoolingCooling
western digital caviar blue Samsung HF-132B Corsair Sp120 Corsair AF AF120 LED 
CoolingCoolingCoolingCooling
Alphacool ST30 AlphaCool XT45 EK supremacy Clean CSQ Full Nickel PrimoChill Advanced LTR tubing 
CoolingCoolingCoolingOS
Swiftech MCP50X Alphacool Cape Corp 100ml Koolance VID-290X Windows 7 Ultimate 
MonitorMonitorKeyboardPower
X-Star Dp2710 @ 92HZ BenQ E2400HD Cooler Master Quickfire Ultimate seasonic M12II 750W 
CaseMouseMouse PadAudio
Corsair Carbide 500R logitech G400 Cooler Master SteelSeries Syberia V2 
Other
NZXT LED strip 
  hide details  
Reply
post #49 of 138
Did people just miss this post? Warning: Spoiler! (Click to show)
Quote:
Originally Posted by Wishmaker View Post

As someone who dabbles with models, yeah I am an Economist, PhD, I will be blunt : if i were to write something like this, my academic colleagues would slap me silly. Having said that, lets get into a high level analysis of that paper as this is not an economics forum.

First and foremost, the literature review is so poor that you cringe when you browse the pages. I read it a few times and it looks rushed. A review of random information put there to build a highly topical case. What irks me is the lack of valid referencing to previous parametrization on the topic itself. If you want credibility, you need to show that you at least know the current literature on forecasting and the statistical inference other studies have reported.

The methodology itself. DCF, discounted cash flow, is indeed used for revenue forecasting and given their work, I would go back to the drawing board and think again of what my paper is trying to say. I have done a quick review of the literature now while I am writing this post and my suspicions are confirmed : you are using proper statistical models for estimation and not a far fetched accounting method to 'estimate bankruptcy' of a company. The most common model is the Hazard one and you can be assured that any respected author will show you the maths behind his work and will test his model for breaks to give you the confidence that his work applies, however, there may be scenarios where variables may break the model.

The conclusion. For such a hardcore subject, this looks like it was written by a 5 year old. We do this we estimate that, AMD is dead, bang. Who in the right mind, even the most hardcore AMD haters would even bother with that small paragraph?



I will end my post with a wise quote from a friend of mine :' thank you for the work, I can go print it off and use it to wipe my a** when I go to the toilet' thumb.gif

As far as mining goes, yeah it was terrible for AMD. To be fair it was pretty much a damned if you do, damned if you don't situation. I have a long post about it here, but the punchline is AMD recognized gamers, not opportunistic miners were the ones driving long term demand, and the increased shipments were to try to stabilize the 290X's price instead of capitalizing on the mining craze.
post #50 of 138
The truth of this is that AMD was supposed to have Fusion working by now. They were supposed to have done away with the need for discrete graphics cards with cpu/gpu chips, even for the enthusiast market, which is something that neither Intel nor Nvidia could compete with. Short of that I don't see them ever taking the market by storm again. They may go under or limp on, but without that tech they will never take the performance crown again. And no, their x86 license will insure that they are bought out before bankruptcy, probably by Nvidia, which will them use their much larger stack of resources to get Fusion working.
New Posts  All Forums:Forum Nav:
  Return Home
  Back to Forum: Rumors and Unconfirmed Articles
Overclock.net › Forums › Industry News › Rumors and Unconfirmed Articles › [valuewalk] Advanced Micro Devices, Inc. (AMD) Bankrupt By 2020?