AMD Preliminary Third Quarter Results released - worrying
AMD today announced their Third Quarter Results, revenue for the third quarter ended September 29, 2012 and is expected to decrease approximately 10 percent compared to Q2. The company previously forecasted third quarter 2012 revenue to decrease 1 percent, plus or minus 3 percent, sequentially.
The fall in revenue is directly related towards a number of issues but primarily a “challenging macroeconomic environment,” as the company states in his report.
The challenging macroeconomic environment that AMD denoted obviously are product demand, low average selling prices for Trinity APUs which have been launched cheaper than expected (again due to demand). Next to all that there has been an inventory write-down of roughly $100 million, due to lower anticipated future demand for certain products.
Simply put, it is not going well with AMD, the pending Microsoft Windows 8 OS release has a negative effect on demand for PCs and related products as well. Very simply put, lots of you guys are waiting and thus delaying the purchase of a new PC until Microsoft Windows 8 debuts. We can only hope that things will pick up for them and with the pending releases within the A-Series, the FX series update and Hondo APUs with hopefully a big hit for them on the Sea Islands GPU release in early 2013.
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Maybe, just MAYBE their low sales have something to do with their technology being half a decade behind.
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The 7000 series peaked in the 2nd Q, then nvidia released all it's mid-range & 660 ti's in 3rd Q, AMD know how to make GPUs no doubt about it.
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I'm talking about CPUs obviously. They could make the greatest GPUs in the multiverse and it won't matter since they're aiming to rival Adobe when it comes to program instability.
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They know how to make CPUs too. It's not like they are #79.
You don't lose what... almost 2/3 of the company in 6 months for being 2nd best IN THE WORLD
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So we're to blame for AMD's declining profit margin because 'Windows 8' is selling like crap.
Microsoft needs to stop trying to keep up with the latest trends and start listening to their customers more.
I hope things shape up for AMD. What we really need is another competitor to challenge both AMD and Nvidia.