Tuesday, November 17, 2009
The Intel-AMD Settlement: A Play-by-Play
It took a mediator–and a trip to Maui–to break the biggest logjam in landmark settlement talks between Intel and Advanced Micro Devices.
Monday, November 16, 2009
From Taiwan, Via Eyes China’s Tech Sector
President Barack Obama has been spending considerable time on East-West trade agreements while in Asia, but for one chip maker, the negotiations between China and Taiwan are even more important.
Friday, October 16, 2009
Did PC Makers Overbuild in Anticipation of Windows 7?
Comments by Advanced Micro Devices yesterday apparently have triggered worries on the Street that the PC manufacturers, in their zealous optimism about the prospects for Microsoft Windows 7, may have built too many PCs.
As I noted last night, AMD said on its post-earnings conference call with the Street that it expects a less-than-seasonal sequential increase in Q4 revenues, due in part to the “the big build we’ve seen of PCs in anticipation of the Win 7 launch.”
Intel, After Email Miscues, Accuses AMD of the Same
Intel has admitted to some major gaffes in handling documents in an antitrust suit filed by Advanced Micro Devices, which is moving toward a trial next March. Now the chip giant says the shoe is on AMD’s foot.
Intel this week filed a motion seeking sanctions against AMD, alleging that its smaller rival failed to adequately retain and produce documents in the case and tried to hide its lapses.
Thursday, September 10, 2009
AMD: Time to Play Down Chip Speed in Marketing PCs
There was a time when people cared a lot about the microprocessors in their PCs–a bit like teenagers once bragged that their Impala had a 450-horsepower V8 engine under the hood. Advanced Micro Devices seems to be betting those days are over.
Tuesday, June 16, 2009
AMD: Lobbying for a New Battery-Life Metric for Laptops
Patrick Moorhead, vice president of advanced marketing at Advanced Micro Devices, is a prolific blogger and tweeter about issues of concern to the chip maker. One of his biggest pet peeves is how battery life is measured in laptops, a topic that he thinks is going to become very hot.
Monday, August 25, 2008
AMD: S&P Downgrades to Sell on Valuation
Standard & Poor’s analyst Clyde Montevirgen today cut his rating on Advanced Micro Devices to Sell from Hold on a valuation basis. He notes that the stock has moved higher today on its agreement to sell its digital TV business to Broadcom. The analyst notes that the deal will “provide needed cash and reduce operating expenses.” And he expects increasing sales of new chips to help margins. But Montevirgen nonetheless thinks “losses will continue to weigh on the stock,” and maintains a $5.50 price target.
Tuesday, June 17, 2008
AMD Says New Graphics Chip Makes Games Seem Real
We’ve come a long way since Pong and Space Invaders. But video and computer games are still striving to be both interactive and realistic. Have you seen the “Saturday Night Live” skit of the interview with Grand Theft Auto IV’s main characters, Niko and Vlad?
Thursday, June 12, 2008
AMD: Avian Securities Repeats “Hate” Rating
Well, here’s a pretty unambiguous stock opinion for you.
Avian Securities analyst Avi Cohen issued a note today headlined “We Still Hate AMD.”
Cohen notes that Advanced Micro Devices (AMD) shares have been up in recent weeks on positive news flow about better performance and more competitive product offerings from its ATI division as well as some analyst comments suggesting possible share gains in servers and notebooks due to product delays at Intel.
Friday, June 6, 2008
AMD Shares Spike: Asset Light Strategy Coming Soon?
Is a turnaround on the horizon at Advanced Micro Devices (AMD)?
Certainly, something is going on with the stock today. One factor: a research note this morning from Lehman’s Tim Luke and his colleagues at the firm’s convertible bond research group musing on the company’s eagerly anticipated adoption of an “asset light” scenario.
Tuesday, January 15, 2008
AMD: Management Change? Takeout? LBO?
Will someone ride to Advanced Micro Devices’ (AMD) rescue?
Caris & Co.’s Daniel Berenbaum raised that question today. In a research note, he raised several scenarios for what happens to the struggling chip maker from here.
Thursday, January 10, 2008
AMD’s Rivas Says North American Demand Soft
Mario Rivas is irritated. Rivas is executive VP of the computing solutions group of Advanced Micro Devices; he runs the company’s processor business. So you can imagine why he might be a little cranky: AMD shares have dropped by more than 50% since mid-November. There are a host of reasons for the huge slide. For one, several analysts have turned a bit more cautious on the outlook for PC unit demand in 2008 after a robust 2007. For another, investors have worries about the company’s capital structure–they think AMD is going to have sell more debt in the not-too-distance future. The company seems to be losing mind share, and maybe market share, to Intel. And not least, the company’s Barcelona server processor was buggy and late.
Monday, April 23, 2007
The IT Industry’s North Star
One of the universal truths of being a leader in the semiconductor industry is that you will be asked some variant of the question, “What do you think about the future of Moore’s Law?”
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