Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Petz who wrote (226621)	2/22/2007 1:44:50 AM
From: dougSF30	Respond to of 275872

because in two and four socket systems, Barcelona will be king of the hill. Nah, not by the time it gets here. Check Intel's parts coming mid-year. Hector sees no impact other than "design wins" from Barcelona in the entire YEAR of 2007. And, boy, what a shocker that Barcelona would get some design wins, being AMD's upgrade from the K8. Pathetic.

To: Petz who wrote (226621)	2/22/2007 1:56:21 AM
From: gzubeck	Respond to of 275872

I think you nailed it on the head... (1) AMD is gaining more possible contacts and business with ATI (2) AMD is gaining a chipset/video compliment very quickly (3) AMD will be breakeven soon with the combined complimentary products....

To: Petz who wrote (226621)	2/22/2007 10:04:13 AM
From: TGPTNDR	Respond to of 275872

Petz, Re:I'm sure Buffet suffered huge losses because of Katrina. Did Berkshire Hathaway cease doing reinsurance for companies with a lot of Gulf business? No, I suspect he...> From BH Annual Report 2005. berkshirehathaway.com Our gain in net worth during 2005 was $5.6 billion, which increased the per-share book value of both our Class A and Class B stock by 6.4%. Over the last 41 years (that is, since present management took over) book value has grown from $19 to $59,377, a rate of 21.5% compounded annually.* . . .Berkshire had a decent year in 2005. We initiated five acquisitions (two of which have yet to close) and most of our operating subsidiaries prospered. Even our insurance business in its entirety did well, though Hurricane Katrina inflicted record losses on both Berkshire and the industry. We estimate our loss from Katrina at $2.5 billion – and her ugly sisters, Rita and Wilma, cost us an additional $.9 billion. . . . We are quite willing to accept huge risks. Indeed, more than any other insurer, we write high-limit policies that are tied to single catastrophic events. We also own a large investment portfolio whose market value could fall dramatically and quickly under certain conditions (as happened on October 19, 1987). Whatever occurs, though, Berkshire will have the net worth, the earnings streams and the liquidity to handle the problem with ease. These annual reports are excellent reading. -tgp

To: Petz who wrote (226621)	2/22/2007 2:56:54 PM
From: rzborusa	Read Replies (1) \| Respond to of 275872

Petz, Great perspective. re:If you're confident about your future products, it's better to lose a little money for a short time, than to lose a lot of customers forever. If you are not so confident, it's better to target niche markets. Those who argue otherwise don't understand fixed costs. It might have been possible for AMD do be a fabless design house, except Intel boxed them in. The agreements between AMD and Intel regarding foundry usage is only one of the ploys intel used to stifle competition. When AMD leadership in design was apparent, success was thwarted by lack of capacity, not to mention the legal issues of (un) Fair Trade practices. AMD has taken the only option, expansion (no, I don't mean selling Spansion). I have to laugh when I hear the sales spiel, "We did this to help people..." Why is AMD selling all the 90nm it can make while Intel builds inventory while producing 90, 65, 45nm?