contrary to public perception and the audience here, who think data center will save Hard drives, client computing is, has always been, and will continue to be the primary market for semi with data center somewhere invisible in its shadows.
its easy to be impressed with MSRP of flagship xeon's but total transistor volume has always been several orders of mag less than client computing and thus insignificant in a competitive market (especially if the monopoly and price gouging is taken away).
this will become clear when renoir numbers come out in Q2 2020. I also expect intel to lose a lot more than AMD will gain, especially with ARM on Mac and AWS
Paying down debt is critical for AMD at this point. The company has to get into a good financial position where it isn't held back by loans and payments while it has a solid set of products that are attracting business. No one can really predict how the competition will respond and a safety margin of cash along with little debt will help AMD survive if business hits another long rough patch.
Pal, they are 500 Millions in debts, it is less than 1Q revenue at this point. It is like they have a car loan at this point. They never had that much cash since 2006 and nothing seems to indicate this will change anytime soon. They are doing incredibly well for a company that was going under.
Yeah, I know right. I have a few coworkers that have car loans and I feel for them not being able to save up enough to buy outright, but not everyone has a clue how to manage their money so they take on debt like auto and home loans. AMD's case is different though. The company legitimately has had years of hard times in the recent past so the fact that it still carries debt is entirely excusable.
Weird drive-by on people who can't afford to buy stuff outright. Some people are silly with money, sure, but for many of us the choice between getting a car or home loan and not getting one is the choice between having a job and a home or not having them.
some... also dont have the money to buythings like a car or a house outright.. for here.. a single family home starts at 1 million... to say people dont have a clue how to manage money.. is kind of close minded, with out knowing why or the persons situation...
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BZD - Tuesday, January 28, 2020 - link
That was Corona. Almost everything took a hit due to that. AMD is up 2.58% now.Dragonstongue - Wednesday, January 29, 2020 - link
yeh was hitting $52 prior to earnings report, then slid to $50 now $46 and change.ANALysts are morons. I suppose they want everyone to spend next to nothing and make hundreds of billions before they give them a fair valuation....
FOOLS IMO
mrvco - Thursday, January 30, 2020 - link
'Buy the rumor, sell the news'HammerOn1024 - Friday, January 31, 2020 - link
Just an adjustment. they're reacting more to the Q1 projections than anything else.azfacea - Tuesday, January 28, 2020 - link
contrary to public perception and the audience here, who think data center will save Hard drives, client computing is, has always been, and will continue to be the primary market for semi with data center somewhere invisible in its shadows.its easy to be impressed with MSRP of flagship xeon's but total transistor volume has always been several orders of mag less than client computing and thus insignificant in a competitive market (especially if the monopoly and price gouging is taken away).
this will become clear when renoir numbers come out in Q2 2020. I also expect intel to lose a lot more than AMD will gain, especially with ARM on Mac and AWS
PeachNCream - Tuesday, January 28, 2020 - link
Paying down debt is critical for AMD at this point. The company has to get into a good financial position where it isn't held back by loans and payments while it has a solid set of products that are attracting business. No one can really predict how the competition will respond and a safety margin of cash along with little debt will help AMD survive if business hits another long rough patch.eva02langley - Tuesday, January 28, 2020 - link
Pal, they are 500 Millions in debts, it is less than 1Q revenue at this point. It is like they have a car loan at this point. They never had that much cash since 2006 and nothing seems to indicate this will change anytime soon. They are doing incredibly well for a company that was going under.PeachNCream - Wednesday, January 29, 2020 - link
Yeah, I know right. I have a few coworkers that have car loans and I feel for them not being able to save up enough to buy outright, but not everyone has a clue how to manage their money so they take on debt like auto and home loans. AMD's case is different though. The company legitimately has had years of hard times in the recent past so the fact that it still carries debt is entirely excusable.Spunjji - Friday, January 31, 2020 - link
Weird drive-by on people who can't afford to buy stuff outright. Some people are silly with money, sure, but for many of us the choice between getting a car or home loan and not getting one is the choice between having a job and a home or not having them.Korguz - Friday, January 31, 2020 - link
some... also dont have the money to buythings like a car or a house outright.. for here.. a single family home starts at 1 million... to say people dont have a clue how to manage money.. is kind of close minded, with out knowing why or the persons situation...