AMD Shares Hit Three-Year Low After Issuing Q3 Sales Warning

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Jox

It's a little-known fact that "Silencer" is actually Gordon Mah Ung on a caffeine bender. Every so often, the execs at Future US will get him strung out on espresso and set him loose on the forums; the logic being that if he can ruin the website experience, more people will opt to subscribe to the magazine.

-Jox

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Andrew.Hodge

Nice conspiracy theory, man. Where do the illuminati come in?

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4twenty

Wow, was there a sale on keyboards? Someone was busy wearing out keys posting on this topic. Didn't make much sense but it did take up a lot of room.

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limitbreaker

Please... Someone do something about silencer, his spamming is specially bad on my galaxy note screen.

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4twenty

LOL!

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Andrew.Hodge

Ha ha. I'm having the same issue. His smiley faces forced my note to render the comments column only about a quarter inch wide using opera.

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Andrew.Hodge

Uh oh. Silencer commented on an article. Prepare for encyclopedia volumes of comments.

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chrisv815

No one was waiting for win 8. Its junk. Certainly bussiness will not be moving to this tablet centric monstrocity. Neither AMD or intel is offering us a compelling reason to upgrade what we have on our highend machines. There is really very little reason to upgrade a video card in the high end range. I havent upgraded my rig in over a year but I have bought two tablets and five galaxy phones in that time. That's where all the growth will be. Glad I dumped my stock at $8.

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Hilarity

What are tablets good for? Porn on the go? Smartphones? Waste of time and money. As if anyone needs a phone that is more than $50. #firstworldproblems

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wumpus

The scary thing is that tablets are quite good for surfing and reading. I haven't booted my notebook (ancient reasonably sized notebook = my idea of a netbook) since I got my nook over a year ago. It makes more sense to buy a (ARM based) tablet than to upgrade your PC to play games limited to 2006 console hardware. As more and more people fall off the "have to updgrade my PC after MS releases a new windows" bandwagon, expect PC sales to collapse.

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Andrew.Hodge

Uhhhhh... I'm sending this comment from my playbook because I don't my desktop next to my toilet...

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Xenite

I've never really understand why AMD shares trade so low. Not only are they popular among pc builders but they dominate the console cpu market for the most part.

Radeon cards have been the dominate price to performance cards for several years now. They are also more gamer friendly because they don't lock features behind brand specific cards, physX for example.

They are also a more consumer friendly brand, Intel has a horrible track record for price fixing and pressuring companies to not use competitor products.

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wumpus

AMD stock prices are down because nobody thinks they will ever make money holding AMD stock. While reports of the death of the desktop are greatly exaggerated*, don't expect it to ever grow again. Indeed, with desktop performance stalled, expect desktops to only be replaced when they die. As essentially a "me to" company to Intel, expect AMD to take most of the brunt of falling PC sales (hint, Microsoft failed to make a profit last quarter, don't expect much this one either).

* to get some sort of idea what it is like to use a "dead as a doornail" desktop, try installing Linux. Works even better (outside of games), plus even more dead.

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Peanut Fox

It could be that AMD isn't showing large financial gains year over year.

Looking at their profits for the last few years, they posted their highest gains in 2009. The same year Intel settled a court case with AMD for 1.25 Billion. From there they've been in a steady decline through 2011 and while they've shown some improvement in 2012, it's nothing to write home about, and there's nothing to indicate that we'll continue to see them trending upwards.

If you look at AMD's focus, it's all in markets that aren't growing but shrinking. Desktop and notebook sales are down, and likely won't see a return for another year or two. If Windows 8 tablets start flying off shelves they could see some gains with Trinity, but that's unlikely, and even if it does it'll be on the x86 platform, and that's where Intel reigns king.

I disagree with your argument that AMD is consumer friendly, or that nVida is wrong for locking Physx. Why would nVida invest the money in buying Aegia and developing support and marketing for Physx or CUDA to freely give it out to competitors? By keeping it an nVida exclusive it adds value to their product. It's not like AMD was handing out support for Eyefinity to legacy or current nVida cards. The same can be said for Intel (save for their anti-competitive nonsense).

I guarantee if AMD had the opportunity they'd make similar marketing decisions as their competitors. Before nVida had DX11 parts AMD held the prices of 5000 series parts above MSRP for almost a year after release, or launching the 7000 series on the high end of the price spectrum shows they're at the very least capable.

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philipa25

Wow, I bought up a little AMD stock back when they first bought ATI at around $4 a share and managed to sell it almost at it's exact high since then at $9.36 when the rumors were going around they they were going to be bought out. Apparently I did get our at the right time, I would have lost nearly $700 if I held onto it until now.

It's a shame that AMD is having such a hard time keeping up. I hope they figure out a way to get out of this and back on track, but I'm nowhere near as confident on them picking things up as I was when I bought in before.

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RUSENSITIVESWEETNESS

I suspect Intel pays their board members to keep their products non-competitive.

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vistageek

I bought an AMD chip for my last build, but with the way AMD is looking, I can't see myself doing that next time. This fx-8150 is faster than my buddies 2500k, but it can't say too much more for itself.

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Jeffredo

AMD = a day late and a dollar short. Should have been working on tablet hardware years ago.

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Peanut Fox

They were. They just made some bad calls and sold it off.

Way back ATI did graphics acceleration for mobile devices under the ATI Imageon brand. AMD changed the name after they bought ATI and then later sold off that portion of the company. So that portion of what was once AMD's company is doing quite fine in the mobile graphics deviation selling to both tablets and smart phone makers.

Care to guess who they are?

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Peanut Fox

It's Adreno and if you rearrange the letters in Adreno, you get Radeon. A call out to the company's legacy.

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MyWayNYC

When I decided to upgrade my Graphics (and saved $$$$ of course) I waited/saved a few more weeks and purchased the GPU i truly needed instead of rushing into another frustrating AMD GPU ordeal> Hence AMD's demise.Dwindling desktop GPU Market share will keep NVidia and crew afloat for years to come!....DAMN you AMD and your crapy drivers!

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Andrew.Hodge

Funny, I have had two 5770s in my gaming rig for over two years now. I have run XP, seven, Open SUSE, and Linux Mint on that computer. Yesterday, I bought a pair of 7770s. Absolutely no problems whatsoever.

Know what rig I have had graphics problems with, though? My server. Guess what card it has in it... Yup. It's an nvidia. That single geforce has caused me so much heartache in my linux server.

My point is, don't go around spreading FUD and repeating shit that you read somewhere else that was exaggerated in the first place. Not everybody has had your experiences and to say "damn you AMD" shows your ignorance.

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MyWayNYC

Anyone who would Purchase not 1 but 2 7770's should never, ever, ever comment on a GPU!

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Andrew.Hodge

I don't exactly have tons of money to throw around all the time. I save a little money at a time in the form of cash and go to a local store if at all possible to support the local economy as opposed to buying from somewhere like newegg. The fastest AMD cards they had were 7770s. I bought two and crossfired them. I fail to see how this disqualifies me from commenting on GPUs.

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DU00

Well AMD's drivers are good when it comes to single GPU configurations. When you get to xfire is where the issues start. I'm surprised you haven't had any. I'm sure there are issues with nvidia's SLI, but I can't speak for those as I've only ever used single nvidia cards. I'm now on 2 HD5850's and I've had my fair share of issues with them. As of the latest update to the drivers though everything seems to be working really well.

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kevaskous

as a HD5850 owner myself, the entire series had problems, it's not so much software as it was the hardware was buggy. their software is quite fine on generations newer or older than 5xxx. Powerplay was allllllllllll fucked up, for starters.

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Benjo

Time to buy AMD stock? :)

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Happy

Almost as good as buying a thriving stock is shorting a dying stock. The easy money here is to short AMD. If I had disposable income to do so I'd definitely be doing it right now.

I've been saying for a while now that AMD is dying, that Intel's advantage in moving to 22 nanometers and having mastered FINFET technology is serious trouble for AMD. I said that with AMD only making something like 36 million a quarter or so ago (in profit) they wouldn't have the necessary money to invest in research and development for trying to catch up with Intel. It is now becoming clear that AMD is all but dead and the best they can hope for is to be bought out by a more competent company that also has deep pockets and can afford to fund the R&D necessary to bring them back to relevance.

Lately AMD has just been tweaking their chips and trying to survive on 32 nanometers while Intel has been pushing forward. Sad to say it because I'm no big fan of Intel but AMD is basically over. Sad day for all of us and an even sadder day for capitalism because when there's only Intel in x86 chips, guess what's going to happen to prices? I don't think I really should need to tell everyone that they're going to start their ascent skyward as soon as AMD is dead and in the ground.

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wolfing

unless they have some tablet CPUs contracts coming, don't think so. The trend is clear for desktop CPUs to go downward for a while.
Also, "PC sales will inevitably jump once Windows 8 ships later this month" is really not that true. Corporate buyers are weary of the OS since it feels like it's moving away towards tablet users, most will remain with Windows 7. And for household usage, desktop PCs in general are in decline, as people are just using tablets. Less and less you see a 'computer room' that's been ubiquitous for the last 20 years or so. Now each person has his/her own tablet or phone to fulfill their requirements.

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Andrew.Hodge

I don't know about any actual contracts, but their current tablet procs are better pound for pound than any atom out there, so I don't expect to see them missing out on getting them in any products anytime soon...

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don2041

I tend to agree with you. I made my living for while refurbishing older computers for people who only surfed the net or social netting. A lot of the gadgets that are available today were'nt available a few years ago are now main stream. So it stands to reason that desktop and laptop sales will drop, as now you can do your surfing on much more mobile devices. However desk tops for gamers and companies will still be required.

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Andrew.Hodge

Preparing for flame wars and fanboy BS in three... Two... One...

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don2041

Trying to stir the coals eh

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Andrew.Hodge

Absolutely. Nothing is more fun than listing to nerds yelling at each other (and joining in) about why company X is evil and why company Y is going to die and how everyone who doesn't agree with them is a moron. Now, if you'll excuse me, I have some FUD to correct...

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don2041

Yes but both company X & Y are evil

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Andrew.Hodge

This is true, although I would rather x and y keep each other in check than Y kill x and rape the customer.

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