The AMD Execution Thread [2007 - 2017]

http://www.youtube.com/watch?v=buXJlBd3Mf8

 

IDC estimates AMD's CPU market share at 22.3%

http://techreport.com/discussions.x/16903

 

Not a good sign when your revenues drop despite a gain in market share and you still don't break a profit. If AMD weathers this economic storm, we'll have seen one hell of a miracle (in addition to the already lucky loans and fortuitous investments). If it doesn't, I'd be willing to bet someone else steps in before it's allowed to go belly up.

2011 is shaping up to be an interesting year since hopefully, AMD will have a level field of competition, (after their successes on multiple fronts in antitrust litigation,) armed with a strong new product lineup. Here's hoping the survive 2010 :-/

 

I wonder how the AMD/Intel cross-license dispute resolution process is working out.

I think the time has run out for the arbitration period.

 

Actually. Nothing has been heard from either the Nvidia/Intel or AMD/Intel lawsuits recently.

 

Dirk Meyer very positive about the rest of this year and forward.
http://www.reuters.com/article/ousiv/idUSTRE54H65P20090518

 

http://www.brightsideofnews.com/new...t-blast-amd-for-their-gpu-product-policy.aspx

Palit/AMD dispute. Rumor website.

 

Link broken.

 

Should be fixed now.

 

It's old news as it is and been debunked as well. AMD disqualified palit o/c boards because of poor build quality. not "we don't want your o/c" more "we don't want your crappy cards"

 

neliz: Do you have some link to a source of this information (reason: crappy cards, not OC models)? Thanks

 

Charlie seems to be the main source of that interpretation, from what I can tell.

 

They botched up cards, most obvious public showing:

http://benchmarkreviews.com/index.p...k=view&id=264&Itemid=72&limit=1&limitstart=12

they tried to position a RV770 in RV790 price bracket and failed. only thing I have to go on is reports of high failure rates on the palit cards. There are other manufacturers that work with the cost-down cards that have bad power consumption (MSI) but these are used for local (read asian) markets as OEM boards. The cooler (though impressive looking) has a very bad fan, the cards always runs at full power and in tropical climates they drop like mad.

I can imagine AMD getting ticked off seeing those boards ending up in worldwide markets.

 

Q2 results - http://phx.corporate-ir.net/phoenix.zhtml?c=74093&p=irol-newsArticle&ID=1309675&highlight=

 

From Seeking Alpha AMD Conference Call Transcript:

 

What advantages will HKMG give to AMD & has anybody heard how it is coming along?

It was supposed to be this year.

 

Interesting.

Graphics revenue is up despite ASP being down. So basically they are selling quite a few more graphics cards to offset the lower ASP.

Not so good, CPU revenue continues to go down, but not as much. Units holding steady is good, but ASP down means continued losses.

And at least it's promising that despite the global recession, they've lowered their losses Quarter over Quarter and Year over Year.

Appears that the GPU division is still the only bright spot and is proping up the company numbers. But the CPU division is showing some progress, which is good.

Regards,
SB

 

AMD won't have high-k and metal gates till 32nm. They were never going to do it at 45nm.

David

 

http://www.eetimes.eu/semi/212002481;jsessionid=CIDUEKPGIYKQMQSNDLRSKH0CJUNN2JVN?pgno=2

I was unable to find anything newer. The article is dated november 2008.

The statement from IBM about bringing it in at 32nm was from April 2008.

If somebody could provide a link to anything (substantial) containing more recent info' .....

Just curious so don't bust a gut looking.

 

I thought we were supposed to be seeing HKMG 45nm Phenom IIs this year?
I've sort of been hanging out for that