AMD Conference Call CFO Prepared Remarks
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  • TheJian - Sunday, February 2, 2020 - link

    Spoken like someone who doesn't own stocks or know how to read a balance sheet/Q report. No argument with the data...Sounds like a democrat...ROFL.

    If you are rich, you BUY the foot in the door. Ask Intel. 3B slide of what they will blow to hurt AMD who as the slide noted only made 300mil (.3B in the slide...LOL). Reviews prove you're a competitor, no need to discount your crap unless it is, well, crap. No point in getting a foot in the door if you make nothing doing it.

    Finance posts bring a few people who actually get it (because we trade this stuff! Or want company X to succeed), and a ton of people like you with NOTHING to add to the conversation. I know the value of nothing, it's equal to your post :) I know the cost of fools like you. Bankruptcy. AMD had to sell everything they owned to get here. There is nothing left to sell. At some point you have to realize you are doing it wrong. Sad they keep thinking like losers, largely because they listen to losers ;) See NVDA/INTC Q reports for how to get this right.

    You must be a bernie fan right? How much will your plans cost bernie asked the reporter? "Nobody knows"...WTF? He said that on right on TV in an interview.
    https://www.bizpacreview.com/2020/01/25/sanders-le...

    SJW BS. blah blah...NO, business is about money (you have to make some to stay in business). AMD is wasting valuable time making people like YOU happy instead of shareholders. No point in being in until they make bank that is rational for their share price. IF they don't start doing that, you will see another plummet. I'm out for quite a while now. Extra silicon not coming until later this year, so dead money until we find out if it's going to crap (console type junk at no margin), or higher margin stuff like HEDT/server/big gpu.
  • Spunjji - Monday, February 3, 2020 - link

    Solid assessment. Looks like you triggered "The Jian" though...
  • TheJian - Sunday, February 2, 2020 - link

    paul graham's hierarchy of disagreement. Google that then come back :)

    Need a safe zone? Wake me when you make a point about data. I'm here for the financial report, don't see anyone attacking the data. That is exactly what I set out to do. See if anyone can argue with my points. NOPE.

    Don't agree with your idea of an insult. It is not one IMHO, a retard should not be running your company...LOL. That is just reality. Whatever SJW. Keep on being pointless.
  • Spunjji - Monday, February 3, 2020 - link

    "I'm not mad, I'm laughing, HA HA HA HA"
  • m53 - Wednesday, January 29, 2020 - link

    Ian just casually forgot to mention the lackluster guidance in the title although the guidance is the main reason the stock is getting butchered now (7.22% down already).
  • tetse88319 - Thursday, January 30, 2020 - link

    still gotta remember q1 2019 was 1.27 billion, q1 2020 - projected at 1.8 billion. Yes it came below the analysts but it's still a win!
  • tetse88319 - Thursday, January 30, 2020 - link

    As Lisa said, amd is on a journey, a multi-year journey. The stock just simply got ahead of itself. If we were trading at $40, stock would've jumped.
  • tetse88319 - Thursday, January 30, 2020 - link

    q1 2018 was 1.65 billlion, but that was the cyrptorush. All gpus were sold out oft he channel. Gross margin in q1 2018 was 36%, gross margin in 2019 was 41%. Gross margin in 2020 is going to be 45%.
  • Spunjji - Friday, January 31, 2020 - link

    And now it's going back up, because the majority of investors DGAF and are looking at their long-term viability.

    A title's a title, it contains the most important bits. Temporary fluctuations based on guidance aren't that important.
  • m53 - Monday, February 3, 2020 - link

    @Spunjji O yeah, "guidance aren't that important" for a company with a massive P/E. Then what's their valuation is based on?... Oh wait... Your name sounds familiar. Aren't you the self proclaimed "pro-troll" from the other article? Where's your alts?

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