Vies voci rastu zsiku medzirocne o 305% sa neda protesovat
change
Q1-06 Q4-05 Q1-05 Q1-06 vs Q4-05 Q1-06 vs Q1-05
Net sales (billions) $1.33 $1.35 $0.78 (1.5)% 70.5%
Operating Income (millions) $259 $268 $64 (3.4)% 304.7%
Gross Margin (percent) 58.5% 57.3% 52.7% 1.2 % points 5.8 % points
http://www.amd.com/us-en/Corporate/VirtualPressRoom/0,,51_104_543~106886,00.html
co dosiahli rastom primernej ceny, za ktoru predavaju CPU a dosiahli rekordnu marzu(ziadne zasobny-Intel ju okolo 70%)
AMD’s gross margin hit a record level of 58.6%, while the average sales prices rose to $98, from $91 in the fourth quarter of 2005.
http://www.forbes.com/markets/2006/04/13/advanced-micro-devices-0413markets08.html
to samozrejme pri cenach Opteron-ov (to su odporucane distributorske ceny- z nich su zlavy okolo 10%, pre Dell su od intel-u az 60%)
http://www.amd.com/pricing
ci Xeon-ov a Itanii
http://www.intel.com/intel/finance/pricelist/
nie je zidane prekvapenie...
ak navyse
AMD targets 50% of 4P server share
AMD has set its own goals in the enterprise market. The company is targeting 50% of the 4P server market in 2006, which is a relatively achievable thing to do. You see, the company currently enjoys 40% market share in that segment. Globally, the goal is to break 20% of overall server market.
http://www.theinquirer.net/?article=30182
a kedze prve cislo v model number Opteron-u je max. pocet CPU v server-i, tak pre 4CPU server-e su to vsetko 8xx Opteron-y.
Pre Intel je to neprijemne v tom, ze server CPU u neho predstavuju 5% predanych CPU v kusoch ale 45-50% trzieb za CPU a v tom je Opteron totalny killer : AMD malo prvy Server CPU Athlon MP v roku 2001(max. do dvojprocesorovych server-ov) a v den uvedenie Opteron-u 23.4.2003 malo podiel na trhu server CPU 0.2%. S tohto pohladu je Intel taktika preferovania Desktop a mobile CPU az do Q4 2007 scestna. Hlavne ak Intel na 4P server-och ma 37%, zvysok su SPARC, ALPHA,POWER.....
To,ze AMD nema main stream, netreba pochybovat...
ale ked nestihaju vyrabat
AMD's Fab 30 "works at 150%" capacity
http://www.theinquirer.net/?article=30182
http://www.theinquirer.net/?article=30831
a objednavky na Opteron-y stupaju -len od jedneho odberatela stupli na Q2 2006 zo 700 000 na 1.2 mil
DURING AN AMD BASH in Prague earlier this week, an interesting slide appeared. The slide mentioned a particular customer ordering 700,000 CPUs for a particular quarter last year. As it happened, the demand exceeded the original deal and in the end, AMD was only able to supply 1.2 million of CPUs just for that one customer.
http://www.theinquirer.net/?article=30815
a to podotykam, ze kremik pre Opteron, Athlon 64, Athlon X2, Sempron aj Turion 64 je ten isty, len sa do neho napali mikrokod optimalizovany na server, desktop, hry, ci spotrebu a urobia sa inak prisne testy spolahlivosti, a teda ak AMD moze predat CPU ako Opteron nebude s tym vahat (ved ma 9930 zamestancov- z toho 3900 v Drazdanoch a tan budu dalsie 2000 do roku 2008/2009, oproti 99 950 v Intel-i) a to este najvacsi vlastnik AMD je Francuzsky fond
AXA is now the largest single investor in AMD
The French insurance company AXA has upped its stake in Intel's competitor Advanced Micro Devices (AMD). AXA Financial, a daughter company of the group, has increased its holding from 6.1 to 10.8 percent, AMD declares in a report to the US Securities and Exchange Commission (SEC).
After increasing its portfolio AXA now holds 52.2 million AMD shares. This purchase has made AXA the largest single investor in AMD.
http://www.heise.de/english/newsticker/news/71906
Takze uz nie su daleko casy, ked AMD bude europska firma
Europe clears $280 million grant to AMD, Infineon
Peter Clarke
EE Times
(04/11/2006 12:12 PM EDT)
LONDON — Public funding of 232.5 million euro (about $280 million) for nanoelectronic research collaboration between Advanced Micro Devices Inc., Infineon Technologies AG, and the German Fraunhofer-Gesellschaft is legal state aid rather than illegal state subsidy, according to the European Commission, the executive branch of the 25-nation European Union.
The nanoelectronics center, based in Dresden, Germany, was opened in June 2005. At the time it was revealed that besides 232.5 million euros from the German government the German Federal Ministry of Education and Research (BMBF) had supported the center with 133.5 million euros (about $160 million
http://www.eetimes.com/news/latest/showArticle.jhtml?articleID=185300214