Read more.Cut in cryptocurrency mining related activity using GPUs has had a negative effect.
Read more.Cut in cryptocurrency mining related activity using GPUs has had a negative effect.
Gah, it's terrifying to see AMD posting losses reliably. I do not want to see AMD fold as a company as what little competition they offer against Intel and Nvidia will disappear. I imagine someone will eventually purchase there IP but in the gap between production re-starting with a new company it would look like a very poor market. That's also considering Nvidia and Intel don't pick it apart just to ensure the competition has to build from scratch.
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Non-GAAP profitability eh?"Our transformation strategy is on track and we expect to deliver full year non-GAAP profitability and year-over-year revenue growth"
I'm certainly no accountant, but if you can't manage to show a profit using generally accepted accounting practices, then I'm somewhat sceptical that it's really a profit.
It'll probably be regarding how exceptional items are accounted for. Such as write down of stocks and other such large one off items. So instead of taking a hit to the P&L in the period of occurrence ( which is probably what the current US GAAP states, it's what UK GAAP states ) they could be forced to write it off over several periods .
It could also be how they account for large contracts. This is can be a very complex area of accounting as to when you actually recognise the sale. Perhaps the new standard they will adopt will bring forward the point you recognise the sale in your accounts, therefore including more revenue, and hopefully turning a profit.
I think...
Interesting to see professional graphics has greater sales now.
While I too wouldn't want to see AMD disappear*, it might be interesting to speculate on how the market would develop if NVidia and Intel "vultures" pounced on the AMD carrion and took away complimentary parts. So Intel grabbed the ex-ATi parts and NVidia got the "mainline AMD" (desktop/server processor lines).
Although I would have thought that with both Sony and Microsoft picking up AMD parts for their next-gen consoles AMD would be in good state. Strange.
(* Current gaming rig runs AMD CPU and GPU)
Intel would want the lot just to stop anyone else getting it, and have very deep pockets. CPU merger would be blocked by anti monopoly, but could be dragged out in the courts long enough to destroy the CPU business which is all Intel would want anyway. Any AMD graphics could be developed and sold at contra-revenue to the point that Nvidia were wreaked. No point in integrating the ATI tech into Intel CPUs, there isn't anything in that for Intel and it isn't like Nvidia would be around for long to keep making them look bad.
Then just let the ATI discrete cards stagnate so that you might as well just stick to integrated graphics.
So I think the 10 year view would be Intel as last man standing, and an evolution of the current Intel integrated graphics will be the best available so you had better like it. The only possible good thing would be that the Nvidia device driver writers might end up at Intel so their drivers might actually work.
This would lead to Intel doubling their prices in real terms, because like VIA who were the last lot to cross them are in any shape to step in, so they could do what they want. If you want to game, it will probably have to be on an Android/iOS platform as they are outside the PC ecosystem and immune to all this.
Another voice to hoping AMD stick around. I've had good times with their CPU's especially when AMD Athlon first came out and was ahead of Intel for a while, including breaking the 1GHz barrier easily while Intel couldn't do it etc.
I'm getting a new PC - which...um...will have an Intel i7 - there's nothing AMD have that can compete against that, but later on down the line, I do plan to have a cheaper 2nd SteamOS dedicated PC which I've planned on using an AMD APU with - the speedup Mantle give for those make it more interesting - plus it would only need to game at HD resolution.
not necessarily greater sales, although bang per buck firepro's are pretty good unless you need cuda support so it's a possibility. The main reason is that the markup is huge compared with gaming cards.
AMD does however really need to get it's behind in gear when it comes to cpu's, it's all very well pushing the APU (which is the way to go) but 90% of programs still don't make use of it so you generally rely on cpu performance and they're being totally killed by Intel in this regards.
They have some of the best value 'combined' chips and they'd be ideal for laptops but they just don't seem to realise that people want to use their laptops for more than a couple of hours, Intel have noticed that users want 'all day' battery life and spent time focusing on this.
Buying PS4 or Xbone could save them but then again you need to buy a lot of them in order to gain Operating Income.
Nothing strange about this, they have huge debt that ought to be paid some day or another that's why you see positive margin and positive growth but no profit. And the idiots on wallst are just nuts. The company has a 25% growth after the litecoin craze stopped in a traditionally low quarter and they dump the stock?? This is so much bull**** I don't even know how those guys can keep it together over at AMD.
AMD is in good state, it has loads of cash equiv on it's hand afaik ~1bn that is 20% of anual revenue for crying out loud. Now the ship is moving, they just need to shed the 2.2Bn debt they have and they're in the clear but that will take till probably 2017 to do so.
@crossy I remind you that IF AMD fails Intel and NVIDIA will get dismantled as the 2 would effectively have monopoly each in its own market, they will have so many problems on their hands feeding off of AMDs carrion would be the least of their problems. Also if AMD leaves the PC space altogether and the market would still exist Intel would be in big trouble as it would need to decide how to reorganize into 2 distinct companies. Better pray AMD keeps it together for another few years to get out of the slum it's in. And BTW I expect AMD to post a profitable 2014, the increase in revenue will eventually topple the debt and increase was steady there.
Sorry AMD - I brought my 280x second hand from probably a person who used it for mining. Was half the price of new :-(
Yea because monopoly's have been handled so well in the past ain't they, the monopolies commission or who ever preceded over the decision would just claim there is competition in the market from the likes of VIA and ARM, or claim Intel and AMD are competing against each other.
Nothing was ever done when Microsoft had a monopoly and they had a %90+ share of all personal computing devices at one point in time.
I kind of agree with you on this - I honestly can't see how AMD can, short of major screwup, make a loss given the console revenue.
As to the splitting of Intel and NVidia - maybe it'd be a good thing for the market if Intel was split up.
Talking to someone at the weekend and they were pointing out that the Russians are eager to get some chip tech, and the People's Republic (China) is also on a tech-grab and has deep pockets. The comment about AMD being broken up was purely a "thought experiment", I can't see it happening for a variety of reasons.
Not the way I see it. Plenty of people making CPUs at the moment (in fact it seems like everyone and their dog are at it!), which means I find it hard to see how Intel would be effected.
GPUs.....well, nVidia could point at Intels HDxxxx iGPUs, SIS, Qualcomm, ARM and Matrox.
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Seems to me that however AMD move forward Intel, nVidia and probably Microsoft will still have to think carefully about their strategy and prices. A stagnant PC market with inflated prices might just lead to a rapid development of desktop/laptop ARM based machines, possibly with a few Linux distros replacing the Windows monopoly. It would probably be the bottom end of the market at first but with a lot of people's basic computer needs being browser based and Valve trying to shake off the Wintel-only gaming situation I see fewer obstacles to such a shift these days. I can dream at any rate.
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