R700 delayed till 2009

[evilchris]

AMD is no where close to "fine" and their survival these days is somewhat of a crapshoot.

Their stock has plummeted, they're heavily in debt, and everything they make someone else makes better.

This is not the scenario you hope to be in as a business.

This sounds a lot like Sony.

[Tygerwoody]

This sounds a lot like Sony.
:rofl

While funny, I don't think Sony will ever get as bad as AMD is now. Just like Intel, Sony has the luxury of pushing out loads and loads of crappy products and the consumer will still buy it. AMD has never had that luxury.

[Tygerwoody]

Can AMD just sell ATI to NVIDIA before they fully destroy what's left of ATI?

I'd hate to see Intel buy AMD and ATI and then face off with NVIDIA.
ATI was destroyed before AMD bought them.

[Tr1cK]

AMD needs to do what Intel did during the P4 days.

Marketing. They never have done much of it and most people have no clue who AMD is or what they do.

Sony has a legacy to sell them so they don't need to market as much to still sell. People are brainwashed into thinking computers = Intel and audio/video equipment = Sony. Nobody is brainwashed into thinking AMD is more than an acronym.

[DinoThunder]

Have you seen AMD stock? It tanked all time low at $7.93 on Monday as result of the roadmap revealed products delays and never seened before cautionary statement showed at analyst meeting last Thursday.

Correction, AMD stock hit a new 52-week low today, maintaining the negative jitter since last Thursday when the investor's meeting take place.

Now AMD's value is US$ 4.26B, or US$ 7.68 by share.

Also, AMD ends 2007 as one of the worst performers in the S&P 500 list.

[AthlonXP1800]

AMD needs to do what Intel did during the P4 days.

I seen many people asked the same thing "AMD needs to do what Intel did during the P4 days". Well AMD did not have the money to do it, I looked through all AMD and Intel's financial results during P4 days from 2001 to 2004 so there the results:

AMD/Intel Net income

2001 $28.9m profit/$1.29bn profit
2002 $1.3bn losses/$3.1bn profit
2003 $274.4m losses/$5.6bn profit
2004 $91.1m profit/$7.5bn profit

During P4 days, AMD only barely made a profit of $120m in 4 years, that really unbelievable compared to Intel $17.49bn profit in 4 years so Intel would had no trouble made a profit of over $120m in a quarter. AMD had 10 bad quarters in Q3 & Q4 2001, Q1 & Q2 & Q3 & Q4 2002, Q1 & Q2 & Q3 2003 and Q4 2004. What really astounding me is that Intel never had a single bad quarter during P4 lifetime. :eek:

AMD/Intel R&D budget

2001 $650.93m/$3.796bn
2002 $816.114m/$4.03bn
2003 $852m/$4.36bn
2004 $934.5m/$4.778bn

AMD/Intel Gross Margin

2001 $1.308bn/$13.052bn
2002 $591.368m/$13.318bn
2003 $1.192bn/$17.094bn
2004 $1.968bn/$19.746bn

Intel had much bigger R&D budget and gross margin to pool years of profits into developed chipsets, Hyper-Threading technology, EM64T, Core, Core 2 Duo, Nehalem and improve manufacturing process technology etc. K10 in 2005 like P4 in 1998 was nearly 2 years late into R&D but Intel now learnt the lesson from P4 mistakes and they got plenty of money that can accelerate advanced R&D that AMD cant do it anymore.

[Treason]

When AMD goes bankrupt, what happens to all of their CPU inventory? Is it held in a trust?

I don't have any experience in ebay trends, but when a company goes bankrupt, do their products on ebay sell for exponential amounts? (i.e. socket 939 dual cores/Opteron 17x, 18x, socket AM2)

[Rollo]

When AMD goes bankrupt, what happens to all of their CPU inventory? Is it held in a trust?

I don't have any experience in ebay trends, but when a company goes bankrupt, do their products on ebay sell for exponential amounts? (i.e. socket 939 dual cores/Opteron 17x, 18x, socket AM2)

Dude- I'd think they would become worthless, not collectable.

[AthlonXP1800]

When AMD goes bankrupt, what happens to all of their CPU inventory? Is it held in a trust?

Yes like Commodore for example when it went bankrupted, the board of directors authorised the transfer control of the company to appointed trustee. Then they worked out how much assets, stock inventory, office goods and furnitures worth before put all of them into auctions.

But meanwhile at OEMs and retailers, all Commodore inventory became worthless and they dumped the inventory for a knocked down price like A1200 sold for £25, it was worth £399 I paid a year before Commodore went under, I was absolutely dismayed when I saw stores put £25 on A1200 in May 1994.

Same thing happened with 3dfx, I bought Voodoo 5 5500 AGP for around £250 back in June 2000 and bought another one in October 2000 for my friend. When 3dfx went under in December 2000, all 3dfx products became worthless, I was sicked at retailers dumped 3dfx inventory, the Voodoo 5 5500 AGP price went down to £100, I lost £300 in 6 months. :thumbdwn:

Now I learnt my lesson, I wont buy AMD products when the company is closer to bankruptcy. Intel is the way to go.

[Siskods9]

This could be bad for progress in the industry (and the enthusiast)... Perhaps like Intel; Nvidia may also choose to withold or delay the release of new products due to lack of any competition???

[evilchris]

This could be bad for progress in the industry (and the enthusiast)... Perhaps like Intel; Nvidia may also choose to withold or delay the release of new products due to lack of any competition???

I prefer this. I'm sick of rushed bull**** products that don't work properly.

[noko]

Good time for Microsoft to buy out AMD/ATI. Who will make the next X-Box GPU? Nvidia?

[Feyy]

Good time for Microsoft to buy out AMD/ATI. Who will make the next X-Box GPU? Nvidia?

Eh what? If ms bought AMD/ATI then why the hell would nvidia make the next GPU for the xbox?