The AMD Execution Thread [2007 - 2017]

Status
Not open for further replies.
How is it possible for a firm to "recognize a non-cash, one-time gain"?
Could be something like TSMC giving ATI a discount due to 40nm issues that were provably TSMC side fault?
 
Nah,

That sounds like an accounting thing... how GlobalFoundries were treated in books is different after all the reduction in ownership. The assets I suspect were increased by that amount based on the changed relationship. They don't carry the liabilties of the fabs on their books but probably their value based on what small amount AMD still owns.

That's my reading and why its a non-cash and one time.
 
Hmm, anyone noticed how red the AMD website has become lately?

For a while it looked like ATI red was headed the way of the dodo, they even managed to have the URL redirect from ati.com broken for a while :neutral: so this is a welcome change for me.

Maybe if Thuban (launched today with higher clocks/lower TDP than expected a couple of months back) sells well the green will sneak back in?
Hardly any info on Thuban on the website though, just some basic specs in the Phenom II section.

PS: for the record since it hasn't been mentioned yet here, Magny-cours (8 & 12 core MCM) got launched last month too.
 
Last edited by a moderator:
The red vision-logo looks better, the green one evoked nvidia's logos (it almost forced the customer to read "nvision")
 
Hardly any info on Thuban on the website though, just some basic specs in the Phenom II section.

PS: for the record since it hasn't been mentioned yet here, Magny-cours (8 & 12 core MCM) got launched last month too.


Ever since last year, information on the site has been sub-par.

If you want to check the specs on a 4890 or 4770, you can go straight into graphics, and select them. If you want specs on a 5770, you'd go into graphics, than find all the Evergreen products cluttered in one single line as 5900,5800,5700,5600 etc. before you can select your model and after that specs.
Same goes, as you've said fro Thuban.. if you had ONE OUNCE of marketing in you, it'd be pumping off of your front page, now this information i nowhere to be found for the layman.
 
I won't trust these numbers. They are nearly the opposite of the jon peddi numbers and even the financial quarters from nVidia and AMD show a large difference.
But i don't know how credible mercury research is.
 
Neither Mercury or Jon Peddie are 100% accurate, but Jon Peddie usually is better, IIRC in the estimatives for the last quarter Mercury give more market share to nVidia than Jon Peddie, so maybe the problem with Mercury is theirs last quartes numbers.
 
That may sound silly, but do they count quarters the same way? Does Q1 start on Jan, 1 and end on March, 31 for both Mercury and Jon Peddie?
 
Last edited by a moderator:
Yep, sorry. The point is I'm not sure they consider Q1 to be the same thing, just as AMD and NVIDIA's financial Q1 differ by about a month (and a year, or rather a year minus a month. Whatever).
 
Actually, I think that Dean McCarron's numbers are generally more reliable than Jon Peddie's. Dean follows both CPUs and GPUs and probably has wider contacts and greater visibility. Plus when he issues numbers and press releases, they are fact checked ahead of time...

I bet Rick Bergman is quite happy these days. FWIH, he really likes market share.

DK
 
I bet Rick Bergman is quite happy these days. FWIH, he really likes market share.

DK

Does he like cake? :p He does look a little thin for an AMD executive though... :( I hope hes putting on the pounds now with cake in case the leaner years come back where cake is scarce.
 
Actually, I think that Dean McCarron's numbers are generally more reliable than Jon Peddie's. Dean follows both CPUs and GPUs and probably has wider contacts and greater visibility. Plus when he issues numbers and press releases, they are fact checked ahead of time...
Yeah... Mercury CPU's numbers are a bit off too...

Not that I really believe Jon's numbers but in the graphics sector he is the specialist.
 
I found this: http://www.investorvillage.com/mbthread.asp?mb=476&tid=8899717&showall=1#8899773

They compare Q1 2009 with 2010. Because the Q4 and Q1 numbers are a match with peddi's numbers.

q1gpums.gif
 
Status
Not open for further replies.
Back
Top