| Message | Subject | Recs | Date/Time (ET) |
| mas, I refer you to the Q2 CC transcript:
<i>Srini Pajjuri - Merrill Lynch
| Advanced Micro Devices - Moderated (AMD) | | 10/16/2008 08:34:54 PM |
| Thanks for replying-- I have him on ignore. But you are right, they admitted it | Advanced Micro Devices - Moderated (AMD) | | 10/16/2008 08:31:06 PM |
| <i>What long term margins and competitiveness have been lost ?</i>
As AMD its | Advanced Micro Devices - Moderated (AMD) | | 10/16/2008 08:26:37 PM |
| Um, this was part of the 200mm sale to the Russians from Q2. AMD held the recogn | Advanced Micro Devices - Moderated (AMD) | | 10/16/2008 08:24:48 PM |
| If you can provide a link, that would be nice. If they did, that was wrong, imo. | Advanced Micro Devices - Moderated (AMD) | | 10/16/2008 08:22:18 PM |
| Are you saying Intel classified Intel Capital revenue & income under continuing | Advanced Micro Devices - Moderated (AMD) | | 10/16/2008 07:30:49 PM |
| I'm saying this was *clearly* from a "one-time event", and including it under "c | Advanced Micro Devices - Moderated (AMD) | | 10/16/2008 07:23:32 PM |
| Of course not, but I mean, this is rather... blata | Advanced Micro Devices - Moderated (AMD) | | 10/16/2008 06:52:37 PM |
| They've pushed it out, with Abu $$$, but not witho | Advanced Micro Devices - Moderated (AMD) | | 10/16/2008 06:50:43 PM |
| Well, AMD did manage to fool the headline writers at AP & Reuters... at least un | Advanced Micro Devices - Moderated (AMD) | | 10/16/2008 06:27:07 PM |
| <i>Pete's right, Intel shareholder value is evaporating.</i>
mas, if you want | Advanced Micro Devices - Moderated (AMD) | | 10/16/2008 06:21:46 PM |
| The *first* caller hit them on this, noting that profitability is DOWN backing t | Advanced Micro Devices - Moderated (AMD) | | 10/16/2008 06:19:44 PM |
| AMD getting called out for their book-cooking on the CC by analysts.
The $191 | Advanced Micro Devices - Moderated (AMD) | | 10/16/2008 05:58:03 PM |
| <i>You bought 2009 (Jan) Intel leap options a good while ago?? So that's surely | Advanced Micro Devices - Moderated (AMD) | | 10/16/2008 05:46:56 PM |
| Moved the 09 leaps to stock around first week of S | Advanced Micro Devices - Moderated (AMD) | | 10/16/2008 04:32:54 PM |
| Um, not really. AMD is playing games again:
<i>In the third quarter of 2008, | Advanced Micro Devices - Moderated (AMD) | | 10/16/2008 04:30:39 PM |
| CJ, please check your PMs.
| Advanced Micro Devices - Moderated (AMD) | | 09/28/2008 10:04:00 PM |
| <i>At this point, it looks like NVidia's and AMD's GPGPUs are a bigger potential | Advanced Micro Devices - Moderated (AMD) | | 09/24/2008 01:47:49 AM |
| Well, I guess the bright side is that they are launching *something* in October, | Advanced Micro Devices - Moderated (AMD) | | 09/23/2008 02:19:34 PM |
| Here is the hkepc source. Note that they use the b | Advanced Micro Devices - Moderated (AMD) | | 09/23/2008 02:14:36 PM |
| Shanghai clockspeeds: epic fail
http://www.hardware-infos.com/news.php?news=2 | Advanced Micro Devices - Moderated (AMD) | | 09/23/2008 01:58:35 PM |
| Dunnington has TDPs of 130W (2.66) 95W (2.4) and 65W (2.13). | Advanced Micro Devices - Moderated (AMD) | | 09/08/2008 08:44:10 PM |
| Yes, AMD's lack of 6-core parts is too bad for them, as will be the lack of hyp | Advanced Micro Devices - Moderated (AMD) | | 09/08/2008 08:40:58 PM |
| 8-socket Dunnington box (2.66) blows away 8-socket Barcelona box (2.5) by 76% on | Advanced Micro Devices - Moderated (AMD) | | 09/08/2008 02:52:37 PM |
| Some other possibly new information for you:
Did you catch the IDF session wh | Advanced Micro Devices - Moderated (AMD) | | 09/08/2008 02:26:44 PM |
| <i>Try applying this criteria to AMD.</i>
You mean instead of the current, "I | Advanced Micro Devices - Moderated (AMD) | | 09/08/2008 02:13:04 PM |
| mas, that was with a different architecture (Penryn) with a different cache stru | Advanced Micro Devices - Moderated (AMD) | | 09/08/2008 12:46:49 PM |
| New Xeon speedgrades released.
http://biz.yahoo.com/bw/080908/20080907005032. | Advanced Micro Devices - Moderated (AMD) | | 09/08/2008 02:52:28 AM |
| mas, he's identified by the xs owners as being an | Advanced Micro Devices - Moderated (AMD) | | 09/08/2008 12:51:23 AM |
| mas is going to say, "that's desktop", wait for Shanghai.
Of course, with Sha | Advanced Micro Devices - Moderated (AMD) | | 09/07/2008 09:51:05 PM |
| Deneb has slipped ~5 months in the past 9 months.
| Advanced Micro Devices - Moderated (AMD) | | 09/07/2008 07:23:23 PM |
| <i>Your first sentence is based on your hope and I | Advanced Micro Devices - Moderated (AMD) | | 09/07/2008 07:12:53 PM |
| Intel optimized the L2 for latency vs size, and thanks to their L3-to-L2 prefetc | Advanced Micro Devices - Moderated (AMD) | | 09/07/2008 02:09:16 PM |
| mas, you are completely confused. You'll just have | Advanced Micro Devices - Moderated (AMD) | | 09/07/2008 02:17:35 AM |
| Hey mas, remember when I was telling you that you | Advanced Micro Devices - Moderated (AMD) | | 09/06/2008 02:20:45 AM |
| Yeah, that's it Jim. Seems to me their problems happened since they started ship | Advanced Micro Devices - Moderated (AMD) | | 08/28/2008 09:38:59 PM |
| Deneb slips into Q1. To be "announced" in January. Sources claim a 2.8 and a 3GH | Advanced Micro Devices - Moderated (AMD) | | 08/28/2008 01:34:42 PM |
| maybe 45nm desktop has slipped... mas' favorite source, fuad, reports that key o | Advanced Micro Devices - Moderated (AMD) | | 08/27/2008 08:57:42 PM |
| Boy, that's impressive. :)
| Advanced Micro Devices - Moderated (AMD) | | 08/27/2008 08:11:03 PM |
| Yes, I've been bearish from the mid-30s down, while Anders has been bullish from | Advanced Micro Devices - Moderated (AMD) | | 08/27/2008 05:18:00 PM |
| http://investorshub.advfn.com/boards/read_msg.aspx?message_id=31707044
<i>Mor | Advanced Micro Devices - Moderated (AMD) | | 08/27/2008 03:03:52 PM |
| A pinch? More like a pound. That guy is just confused. I see the website has exi | Advanced Micro Devices - Moderated (AMD) | | 08/27/2008 12:15:26 PM |
| Steve, Anders Bylund has been pumping AMD *all the way down* from $40. Not unlik | Advanced Micro Devices - Moderated (AMD) | | 08/27/2008 12:10:09 PM |
| Please, AMD has "moved" zero steps since they got the deal that expires in mid-2 | Advanced Micro Devices - Moderated (AMD) | | 08/26/2008 11:46:31 PM |
| more shameless pumping from anders:
http://www.fool.com/investing/general/200 | Advanced Micro Devices - Moderated (AMD) | | 08/26/2008 04:04:10 PM |
| <i>synchronous cpu/memory voltage</i>
WTH does that even mean? The CPU cores | Advanced Micro Devices - Moderated (AMD) | | 08/25/2008 04:23:10 PM |
| Perhaps these analysts seeing bright spots are merely suffering from head injuri | Advanced Micro Devices - Moderated (AMD) | | 08/25/2008 12:55:53 PM |
| Dan is simply factually incorrect.
Bloomfield is the extreme/performance desk | Advanced Micro Devices - Moderated (AMD) | | 08/24/2008 04:41:39 PM |
| <i>Why is "real" Nehalem still a year away?</i>
It isn't.
<i>What's being | Advanced Micro Devices - Moderated (AMD) | | 08/24/2008 11:48:30 AM |
| <i>Shanghai will still outrun Nehalem when the software pushes very hard.</i>
| Advanced Micro Devices - Moderated (AMD) | | 08/24/2008 11:33:28 AM |
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