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[Senecaglobe] (NASDAQ:AMD) Gets Warning of Bankruptcy - Page 10

post #91 of 173
Quote:
Originally Posted by variant View Post

The point would be that Samsung has zero interest in making any x86 CPUs since their focus is ARM and the mobile sector. They would simply shelve the whole operation and with it cut off Intel from AMD's x86 licenses.

Intel owns the x86 license, not AMD.
    
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post #92 of 173
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Originally Posted by PostalTwinkie View Post

Intel owns the x86 license, not AMD.

AMD owns a number of x86 patents, the key one being x86-64.
post #93 of 173
Quote:
Originally Posted by variant View Post

AMD owns a number of x86 patents, the key one being x86-64.

Yea, we know. That doesn't change the fact that Intel owns the majority of them, and in today's world the more important ones. If you look at the breakdown of it, basically Intel's x86 is on some 80%-90% of systems. It would be nearly impossible to put out a new processor that doesn't use their IP and it survive.

Anyone that would buy AMD would most certainly be looking to license with Intel. If not, there really isn't much point into picking up AMD. They would just let it go to auction/liquidation and get it for pennies on the dollar.
    
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post #94 of 173
Quote:
Originally Posted by variant View Post

AMD owns a number of x86 patents, the key one being x86-64.

The fed's intervention goes both ways, the new owner of x86-64 has to license it to Intel in "good faith" too.
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post #95 of 173
Quote:
Originally Posted by Cakewalk_S View Post


AMD is gonna surprise alot of people I think this year and next year. If they can get their new process right with 14/16nm we might see a pretty decent comeback. There's a ton of weight on their R&D department and engineers to meet the expectation that they can compete with Intel and Nvidia... The only AMD product I've ever had was an APG X1300 pro graphics card back in like 199* but I would like to see AMD get their game back, just to make things interesting again. thumb.gif

You had an X1300 pro ~5 years before it launched? Must have been a beast, since it was competing with the Voodoo3, ATI Rage and the Riva TNT2 (assuming 1999 here), and it probably outperforms them all by a factor of five.
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post #96 of 173
"private investment manager Kerrisdale Capital cautioned that AMD would go bankrupt by 2020 "

Be warry guys, AMD will go bankrupt by 2020, the end is coming!
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post #97 of 173
Quote:
Originally Posted by pengs View Post

AMD isn't Cyrix, they are ingrained in the industry, cross licensed and will be bought if or when the time is right. AMD holds too many assets to simply be snubbed off by investors or other companies, like a x86 license for instance and the preexisting technology.

Cyrix was a casualty by being involved in the wrong buy out with whom the company had no faith in Cryix's abilities - it was an anomaly and had much less impact than it would if AMD just up and face planted. Companies also don't just bite the dust if they are one of the few players within any given industry, they are often reformed and reformed again.

The thing is AMD is a bad buy as a whole. Remember when IBM literally paid GF 1 billion dollars to take over their foundry business. That's what AMD is like right now, AMD is essentially worth nothing as a company right now. 1.6 billion, the market capitalization is nothing for anyone who would buy AMD. The IP alone would be worth more than that. However, the debt, the AMD brand vs the competition and the constant losses even when AMD is running barebone, makes the actual business of AMD worthless. The problem is buying AMD means accepting all their debt and turning around the business which could cost them 10+ billion dollars. AMD is a money pit. Anyone that wants to turn around the business will have to spend billions. If samsung or GF wanted to buy AMD, they would have done it already. AMD has an incredibly low value right now.

Most companies interested in buying AMD would rather have AMD go bankrupt, and buy IP in the Bankruptsy sale. This way, they don't bring the cancerous business. It's the same with companies like blackberry. Good IP, but no one wants the central business. It's to expensive to turn around and the chance of a successful turn around is too low.
post #98 of 173
Quote:
Originally Posted by p4inkill3r View Post

FUD.

Explain why?
post #99 of 173
Quote:
Originally Posted by tajoh111 View Post

Explain why?
You've asserted that a company selling millions of units of product in various channels, that owns valuable IP and patents, that has a brain trust and engineering team that innovates, and a reasonable, rational approach to debt servicing is worthless; this doesn't sound like a worthless company to me.
Edited by p4inkill3r - 1/28/16 at 6:34pm
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post #100 of 173
Quote:
Originally Posted by p4inkill3r View Post

You've asserted that a company selling millions of units of product in various channels, that owns valuable IP and patents, that has a brain trust and engineering team that innovates, and a reasonable, rational approach to debt servicing; this doesn't sound like a worthless company to me.

As I mentioned the IP is worth quite a bit, more than the 1.6 billion in market capitalization, but AMD's business has been losing hundreds of millions to billions of dollars. They don't make money. That is the core goal of any business.

This is with the company being run on fumes and costs run as low as they can go. The selling of millions of unit of products is nothing when this is more than offset by the cost of production and R and D expediture and overhead. Plus sales are continuing to decrease far more than the rest of the industry. Intel and Nvidia are having record revenues while AMD overall sales have dropped to historically low levels.

The console revenue isn't enough to keep them from losing money because the margins are too low.

The x86 market is the reddest bloodiest ocean there is right now and it is their core business. It's very difficult to make money in because competition is fierce and the overall revenue in this market isn't growing. It costs billions to develop products for it and for AMD, it doesn't make enough money to sustain itself.

AMD has talented engineers for sure, but they need billions to make the products they want in the time frame they need to make money to cover their losses. And there's still a high chance that they won't make money because of market conditions, the AMD brand vs Intel brand and the strength of the competition.

AMD is a failing business and turning it around will be incredibly difficult and risky for the buyer.
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