AMD appoints new CEO as losses continue

1) Dirk Meyer was and is in charge of production, AMD is where it is
mostly because of Meyer's multiple manufacturing decisions, now he is
the CEO,no more excuses.

2) Meyer is an ex-Intel guy,and his buddies in Israel, where Intel
manufactures Centrino and others with special
circuits ,gates,instructions, etc., always had the idea to put all
CPU's world production over there ONLY, they are fanatics,they don't
believe in competition like we do in the USA, I DON'T TRUST MEYER AND
HIS FRIENDS IN ISRAEL, I SMELL A RAT AS BIG AS THE BROOKLYN BRIDGE.

3) AMD must be under christian control or we will lose the Internet
as we know it, because with only Intel,we are all gone....

> Well if desktops get as integrated as laptops, that won't be all bad. It
> might lead to some really powerful PCs, cheap.

It just occurred to me, we have that now, integrated systems, to a certain
degree with a MAC.

My dad got a MAC, one piece unit except for the keyboard and mouse. I've
worked on integrated systems as well, like HP Unix boxes.

If the PC industry switched to that then it would drive them out of business
for home users pretty much.

--g

On Wed, 23 Jul 2008 00:36:48 GMT
"geoff" <> wrote:

> > Well if desktops get as integrated as laptops, that won't be all
> > bad. It might lead to some really powerful PCs, cheap.
>
> I doubt it, the price/performance ratio of laptops is abysmal.

You can't compare the two. More than half the cost of a typical laptop
is the display. Plus, many components are restricted to save on heat
generation and power use. So of course the price/performance ratio of
laptops is abysmal compared to desktops, and that wil likely never
change.

> If
> desktops become like laptops, companies will create marketing levels,
> want more, pay more.
>

Like video cards today? Like I said before, that's not bad. -Dave

On Jul 22, 3:47 am, "geoff" <nos...@nospam.com> wrote:
>
> It isn't that simple. A programming language used by many customers had the
> same issues, to the point where the company put in its 10-Q how bad the
> market was and no one wants the product and there is no future for it.
>
> What really happened is they were bought by another company and the language
> is being happily used by many.
>
> The suggestion that there will be a big hole, once called AMD, is not
> reality either.

Are you old enough to remember when there were at least five different
companies making x86 CPUs? What happened to them all? They were
going under, unable to compete with Intel (and AMD to some extent) and
were bought by other companies who wanted the licenses to manufacture
x86 CPUs with the Intel microcode. I remember that National bought
one and after a few years of not knowing what to do with it sold it
off again. I believe that was the unit that is now part of ASUS
marketed as VIA chips. Another ended up with ST Micro which now makes
very low end x86 CPUs for embedded work.

None of these companies are making any product that is sold into the
desktop/laptop market place in any significant manner.

If (or should I say When) AMD is taken to the auction block it will
likely be split up. Many of its assets are worth something in
themselves, for example the foundries. ATI is another significant
asset if AMD doesn't run it into the ground trying to stay alive. The
CPU portion of its business may or may not fit well into anyone else's
business model. If you ran a billion dollar company, would you want
to pay even $0.10 on the dollar to get into competition with Intel???

I have been watching AMD as a stock for almost 20 years. I was able
to pick three times in its history when it was down for the count and
I was certain that it would be back on its feet in a year. I made
significant money on this as did a few of my believing friends. But
like others have said, they don't have any rabbits up their sleeve
this time. There is nothing in the works that will let them compete
again with Intel. They are a full process node behind assuring that
Intel can undercut them and still make money.

Every year AMD is losing money equivalent to the entire market cap of
the company. They are going to start selling off assets to try to
stay afloat. But they won't be able to borrow any more money and
their days are numbered. Even if the economy turns around big time,
they likely won't be able to pull up their average selling prices
enough to make a profit.

This can't continue long. Someone posted about the "long term"
outlook for AMD... well we are all dead in the long run and AMD is
likely dead in the short run.

Oddly enough, the only feasible bailout for AMD is Intel! They won't
want to be alone in the marketplace because of all the anti-trust
issues. So they may find a way to funnel some cash into AMD, enough
to keep them afloat. But I'm just speculating there.

Rick