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Friday, 19 November 2010 11:04

AMD stock ratings cut by JPM securities

Written by Fuad Abazovic
amd

Server, graphics and lack of notebook design concerns
AMD had quite a nice financial analyst persentaton and many people got a good impression on the company's future. Intel still has to talk about Ivy Bridge and Cedar Trail Atom, something that competes with Bulldozer and future 28nm Fusion chips, but AMD has already announced its future plans, at least the rough ones, without much in the way of specifics.

The chaps from JPM Securities, Me Alex Gauna in particular has come up with a new report that doesn't loook that shiny for AMD. He said „industry checks pointing toward end-market weakness as well as disadvantaged product positioning relative to Intel (INTC) and ARM-based (ARMH) competition.“

And here is why:

He has tree primary concerns, first being that Server market weakened with the company losing share and customer visibility diminishing.

The second is that AMD will likely lose discrete GPU market share to Nvidia in coming quarters and the last is that “The company seems unable to convert consumer notebook design wins into revenue share gains.”

We just hope that Ontario and Zacate 100 design wins will become more viable and sell in higher quantities then previous attempts.

AMD closed last night at $7.35, still much better than $5.61 the lowest that the stock traded in the last few months, on August 31st. Things are not that shiny but AMD has been trough worse, if only they could make a bit higher ASPs, all would be better again.

More here.
Last modified on Friday, 19 November 2010 12:36
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Comments  

 
+57 #1 AndreiD 2010-11-19 11:50
To what is AMD going to lose discrete market share? The "what Fermi was supposed to be" card which is competing with a 1 year old AMD 5970? In discrete AMD has better performance/watt than nVidia so only the raving mass of nVidia fanboys are keeping nV sales strong.
The CPU segment isn't that strong, but you can get quad cores for under 100$ and six cores for under 180$.
We need a strong AMD or else Intel will go back to it's Netburst days, and the consumers won't benefit from that, so let's hope Bulldozer will be an architectural win for AMD.
 
 
-155 #2 Warrior24_7 2010-11-19 12:06
"Tree" primary concerns?!! :D Well, AMD makes $h!tty chips, so I can see them losing to Intel here. I can also see them losing to Nvidia in the discrete graphics market too. They make $h!tty cards that lack features. They can't even get their newest card off the drawing board! AMD is just pure cheap, quanity over quality, nothing more. This is no surprise.
 
 
+22 #3 Dribble 2010-11-19 12:13
The biggest worry for AMD is they seem to have such trouble making money. For some companies you hear they are doing badly but they still turn a small profit. When they are doing well they make a fortune.

For AMD even when it's doing well it only seems able to make a small profit, and when it's doing badly it looses a fortune.
 
 
+26 #4 AndreiD 2010-11-19 12:17
@Dribble, If I recall right, AMD is still paying for it's ATI acquisition, so they are doing quite okay for being that much in debt.
 
 
+41 #5 adv 2010-11-19 12:50
Don't make me laugh.

AMD is doing better than ever in graphics.
Its just hilarious to see otherwise.

ATI uses less die space to achieve the same performance at lower memory bus, and lower power consumtion.
meaning less cost for the products, they sell at almost the same price, meaning higher profits for ati and they still have the better marketshare over nvidia.
and nothing seems to change.
a 460 and 580 wont change when there are 9 more price points that has to be filled with good products nvidia!
Kudos to nvidia going routes like tesla and tegra since they cant join APU(fusion/sandy bridge) / chipset party.
 
 
+27 #6 Bl0bb3r 2010-11-19 14:31
Some people shouldn't talk... at all if possible.
 
 
+17 #7 63jax 2010-11-19 14:56
Quoting Warrior24_7:
"Tree" primary concerns?!! :D Well, AMD makes $h!tty chips, so I can see them losing to Intel here. I can also see them losing to Nvidia in the discrete graphics market too. They make $h!tty cards that lack features. They can't even get their newest card off the drawing board! AMD is just pure cheap, quanity over quality, nothing more. This is no surprise.

are you retarded or something... and you just escaped from a mental institution? otherwise we can't explain your mental meltdown, or your frustration comes from the size of your dick.
 
 
-9 #8 guideX 2010-11-19 15:10
Quoting adv:
Don't make me laugh.
AMD is doing better than ever in graphics.




AMDs graphics although better than Nvidia's in pure performance are lacking in the marketing and penetration. Sure Radeon is doing great but what about FirePro? Even whilst kicking ass ATi has just over half the quarterly revenue totals of Nvidia.
AMD's decision to sell the entire IGP division to Qualcomm was the worst move they made since the overpriced merger in 2006, Adreno 205's and shortly their 220's. Qualcomm has sold more Snapdragon SoC's than AMD has sold DX11 graphics cards this year. Adreno and even competing PowerVR sales are skyrocketing.
 
 
+15 #9 Bl0bb3r 2010-11-19 15:29
Quoting guideX:
AMD's decision to sell the entire IGP division to Qualcomm was the worst move they made snip



AMD won't need an IGP division once the APUs kick off... and that's the main goal of it all. Right now we'll continue to have CPU's along side APU's but in the future there will be only APU's, the whole package will feature at least one GPU core that will be used just as IGP's are used today and if discreet graphics are present will be switchable as they are on the Notebook segment.

As for Qualcomm making a profit out of purchased IP, well good for them, they have smart management and even smarter engineers. Do they have an evil inside competitor?
 
 
+16 #10 Regenweald 2010-11-19 16:50
These kinds of reports make me think that these 'analysts' actually write paid essays.
 

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