Featured Articles

AMD Never Settle Forever bundle hits 200-series cards

AMD Never Settle Forever bundle hits 200-series cards

AMD’s Never Settle bundles have been around for a while and the community response has been extremely positive. When AMD launched…

More...
AMD shipping Beema APUs

AMD shipping Beema APUs

According to Lisa Su, SVP & GM, Global Business Units at AMD, Beema notebook parts have started shipping to manufacturers last…

More...
IHS teardown reveals Galaxy S5 BOM

IHS teardown reveals Galaxy S5 BOM

Research firm IHS got hold of Samsung’s new flagship smartphone and took it apart to the last bolt to figure out…

More...
Galaxy S5, HTC One M8 available selling well

Galaxy S5, HTC One M8 available selling well

Samsung’s Galaxy S5 has finally gone on sale and it can be yours for €699, which is quite a lot of…

More...
KFA2 GTX 780 Ti Hall Of Fame reviewed

KFA2 GTX 780 Ti Hall Of Fame reviewed

KFA2 gained a lot of overclocking experience with the GTX 780 Hall of Fame (HOF), which we had a chance to…

More...
Frontpage Slideshow | Copyright © 2006-2010 orks, a business unit of Nuevvo Webware Ltd.
Tuesday, 11 October 2011 10:14

AMD shares tanking

Written by Nick Farell

 

amd

28nm technology is not enough

AMD’s shares are tanking as the company lowered its Q3 2011 revenue and gross margin guidance and mentioned some production related issues.

It is not clear why AMD is doing so badly. Last week AMD introduced its next generation 28nm GPU at Fusion 2011. Technology wise it should have been an ace card but shareholders were not impressed.

Additionally several sites revealed details around AMD’s 8-core processors based on Bulldozer architecture. But again the new developments did not have much impact on the stock. Analyst outfit Sanford C Bernstein Research yawned and downgraded the stock to market perform.

Forbes thinks that the medium to long term view of AMD is solid but the outfit has to get over its supply problems first. While shareholders don't believe in the new technology, it is fairly obvious that Fusion APUs should help gain market share. Bulldozer is promising introduction and AMD is likely to grab some share of server market from its rival Intel, Forbes said.

What might be troubling investors is the fact that Nvidia might come back from the dead and push itself into the mobile market and AMD does not have a cunning plan to stop it.


Nick Farell

E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it
blog comments powered by Disqus

Comments  

 
+1 #1 thematrix606 2011-10-11 11:13
Can someone explain why AMD is so far behind Intel? In short, is it that their engineers are not bright enough? Their factories? Not enough budget? What's going on? I want REAL competition back!
 
 
+13 #2 fuadzilla 2011-10-11 11:44
amd was crippled by intel's antitrust foul play a decade ago. they have been in the financial shortage ever since.
even so, the engineers they employed are top-notched and innovative. that's how they keep on breathing and stay afloat. just lack of finance for deeper r&d and broader marketing. support them and see them climb faster.
 
 
-7 #3 The_Wolf88 2011-10-11 12:06
This is all because of long delays to launch the Bulldozer ! most people got tired of waiting and they bought Core i CPUs !

Let's see what will happen after 2 more days..
 
 
+5 #4 DaRAGE 2011-10-11 12:23
While I have one feeling that Bulldozer will be nice and at a good price point. I also feel that bulldozer wont be that great due to AMD continually showing whats next after bulldozer and expectant speeds of next gen chips after bulldozer etc, whilst not giving us any bulldozer leaks, etc. I want to see bulldozer and i want to see it now. I dont care about chips after bulldozer. Give bulldozer now.
 
 
+6 #5 nt300 2011-10-11 12:37
Sorry but this is a crazy statement. How can they release a product if it's not ready for release?

AMD is keeping Bulldozer VERY TIGHT LIPPED - WHY? 2 Reasons come to mind, it's either a Killer CPU or just a little better than current Phenom II's. We shall see in a day or two....
Quoting The_Wolf88:
This is all because of long delays to launch the Bulldozer ! most people got tired of waiting and they bought Core i CPUs !

Let's see what will happen after 2 more days..
 
 
-4 #6 DarkPhoenix 2011-10-11 13:29
Why would shareholders be impressed with a demo of a GPU that won't be out for quite some time ? Shareholders certainly know the problems in 28 nm manufacturing, so AMD showing them _one_ working GPU in house means absolutely nothing.

AMD constantly praises itself as the leader of innovation, yet AMD has not done a thing to innovate in the last few years. It just follows what others are already doing. This debacle over entering the handheld market (which already cost AMD their CEO Dirk Meyer and Rick Bergman) surely shows investors how much AMD lacks proper vision into the future. No one wants to invest in a company that doesn't even know how to follow trends into extremely profitable markets.
 
 
-2 #7 dicobalt 2011-10-11 14:04
Quoting fuadzilla:
amd was crippled by intel's antitrust foul play a decade ago. they have been in the financial shortage ever since.
lack of finance for deeper r&d and broader marketing. support them and see them climb faster.


Blaming Intel is the lazy answer. AMD is crippled because they got ahead with the Athlon 64, then they got comfortable and took way too long to release Bulldozer which was supposed to come out years ago. AMD never expected Core2, they expected Intel to follow its 10 year Netburst roadmap. AMD never lacked funding, they managed to pull off the purchase of ATI didn't they? They had access to plenty of bankrolls, they failed to put it to use if they needed more money for R&D.
 
 
-2 #8 SlickR 2011-10-11 14:46
Well of course they are not impressed. You'd have to be a complete moron to be impressed by a still unreleased Bulldozer chip that at best is going to be neck and neck with the I7 2600K.

They just took too long with Bulldozer and are way back, with Intel already readying its new refresh for Q2 2012.
 
 
-4 #9 milkod2001 2011-10-11 16:07
we probably won't see a killer CPU from AMD this year, AMD does very good in low end with their APUs though and that's where money comes the most from
 
 
+6 #10 statikregimen 2011-10-11 17:19
Whaa?? It's not tanking....It's just sideways: http://www.google.com/finance?client=ob&q=NYSE:AMD

It tanked LAST month, hit a bottom (probably from all the bad news last month), bounced a bit and then been sideways all this month (likely due to share holders' anticipation of bulldozer launch). If BD a flop.....THEN it will tank ;)
 

To be able to post comments please log-in with Disqus

 

Facebook activity

Latest Commented Articles

Recent Comments