quote: 1). Octal-core desktop systems.
quote: 2). HT 3.0 and HTX slots. This could make a huge difference depending on how much end-users benefit from buying and using HTX devices.
quote: K10 offerings will hit speeds as high as 2.9 ghz at launch fo what it's worth.
quote: If it's slower than Intel's top offering the price war will continue with AMD having to undercut Intel's prices and they won't be able to keep that up without doing some cost-cutting.
quote: The problem isn't the performance, it's the volume. Intel will price it's E6700 at $183 in Q3, this chip will be faster than any K8-based CPU, including hypotethical 3.2GHz model. Even if Barcelona is clearly faster to Intel's CPUs, it won't help much in Q3 or Q4 2007 if >90% of AMD's dekstop shipments will be K8 based and thus sold below $180....
quote: AMD could be bought in its entirety by private equity firms .
quote: Still, the rock-bottom interest rates available in today's debt market could still make that a good option for AMD
quote: Maybe from now on AMD will specialize in financial engineering, rather than electrical engineering.
quote: back in 2003 AMD could break even on $500M CPU sales
quote: It could break even at a much lower level of sales, it can do it it now.
quote: Interest in 1Q is just $80M - not a major cost item.
quote: You need to take into account that chips have become much more complex in these 3.5 years, requiring more development money. The same applies to process, developing 45nm process will cost much more money than developing 90nm one.
quote: "After more than three years of successfully executing our customer expansion strategy and significantly growing our unit and revenue base, our first quarter performance is disappointing and unacceptable," said AMD CFO Robert J. Rivet. "We are aggressively addressing the issues that led to our significant revenue decline. We are aligning our business model, capital expenditures and cost structure with the goal of accelerating our return to profitability. Lastly, our customer relationships remain solid, reflecting their confidence in our strategic direction, current and new products, and technology roadmaps."
quote: The ATI purchase is not the problem. It comprised only about $130M in charges and it performed well.
quote: Looks like a pretty bad situation