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Intel is 32 times bigger than AMD

Valuation gulf after black week in Sunnyvale

HACKS CAN safely dust off those old David and Goliath
clichés when describing Chipzilla and Chimpzilla.
After a miserable week in Sunnyvale, Intel is now more
than 32 times bigger than AMD, judging by market
capitalisation.

AMD owned up to bugs in Barcelona and Phenom on
Wednesday and disclosed that general availability of
the former won’t be available until next year, with
most early chips designated for high-volume
deployments.

The bleak news has sent AMD’s stock down to hovering
around a 52-week low and the company now has a
valuation of just $5 billion. Rubbing salt into the
proverbial, Intel is touching a 52-week high and packs
a might valuation of over $162 billion.

Recent troubles also seem to have put a spanner in
AMD’s PR works. After issuing 11 press releases
between 1 and 22 August, the company has not posted a
single one since, if the firm’s website is to be
believed. µ

Comments

Cheap

5 billion eh. Sounds like a good deal. Now they just need a buyer.
posted by : Pete, 07 December 2007

A nice round binary number

Well how about that a nice round binary number, 32 (i.e. 2^5). These computeristas like doing everything in binary don't they? AMD just needs to double 5 times and it's there.
posted by : bbbl67, 07 December 2007

I know who I'd vote for buying AMD

Samsung!

Now that would give some competition to the might of Intel. Maybe then we could all get access to the top of the range CPU's rather than Intel charging what they like.
posted by : Jon, 07 December 2007

cough

With debts bigger than their valuation, AMD look about as healthy as a one lunged chain smoker.
posted by : storm_cloud, 07 December 2007

AMD better "Get Small" fast

AMD better get to 45nm in a hurry with their new Phenom and Barcelona chips. It's all about benchmark scores and how much you gotta pay to get those scores. Fix them erraters too!

Chimpzilla is sure getting a beat down from Chipzilla these days. It's hard to watch ... like watching wild animals on the Discovery Channel or something ... gruesome.

Sanders once said that "real men have fabs". He needs to keep reminding Ruiz and the engineers that "size matters".

In order for Chimpzilla to getter bigger and take on Chipzilla they need to GET SMALL.

http://ecx.images-amazon.com/images/I/41SAZGGRH3L._AA240_.jpg

posted by : Steve Martin, 07 December 2007

As much as I'm sure they want to...

Making one of their fabrication plants 45nm would cost them around $2... That's almost half of their estimated value. I don't think that's something for them to consider right now. :P
posted by : Lightnix, 07 December 2007

Sad comment on ATI merger

AMD's valuation is now less than the price they paid for ATI. Why isn't there more radical changes going on at AMD? Hector and Dirk have to consider some serious changes, or maybe it's an issue for AMD's Board of Directors should be taking up.
posted by : chipAnalyst, 07 December 2007

Thirty-two times...

... is going to be the price difference in Intel vs. AMD CPUs if this keeps up...
posted by : Axion, 07 December 2007

zzz

Competition had better heat up again real quick because this place is running out of things to print
posted by : pixie, 07 December 2007

Build ULTIMATE Chipset & THEY Will BUY IT.

If AMD/ATI Announced ULTIMATE Chipset that is 100% GOOD, then it would give EM BIG LEAD On Sales. I think thats how they sell processors you know, game cards too.
JUST PRESS OUT ULTIMATE STUFF & SWIM.
thomas s. von drashek
posted by : ULTIE_TOM, 07 December 2007

Re: Steve martin

Nonsense. 99% of the PC-buying public have never even heard of the benchmarks. AMD needs to be competitive on _price_ in order to regain market share. Unfortunately they seem to have called off the price war with Intel, so it could be curtains for them.
posted by : dan, 07 December 2007

I can feel a takeover coming

I wish I had a dollar for every merger thats failed to deliver lately. I wonder who the sharks are this time around. Amazing how AMD has gone from hero to zero in such a short period of time.
posted by : Gav, 07 December 2007

ATI was over $3 billion

When AMD bought ATI, ATI's market cap was like $3.8 billion, and AMD's was $12.

That means, in an ideal world, their combined should be $15 billion plus growth.

Except they are $5.

Whoops!
posted by : Glen, 08 December 2007

How times change

If I remember right, 1 year ago or so, people on this site were being oh so snooty pointing to the fact that the cost of an AMD share had surpased the price of and Intel share... Oh how times change....
posted by : ken, 08 December 2007

Samsung to buy AMD

Mark my words. Samsung will buy AMD within the next year.
posted by : Jim, 08 December 2007

zen and chips

You cannot leap if you have no legs.

AMD have got into the habit of looking around the corner for a saviour technology and not focussing on the present as their startpoint. They lost their brief lead over Intel and the best thing they can do is face up to reality.

Instead we have seen a run of exaggerated future-product claims that totally misrepresent the reality that AMD finds itself in. Shareholders & end users alike are not fooled more than once by that kind of thing. One cannot help wondering if AMD people are trying so hard to fool everyone else they are fooling themselves and losing their way in the process.

That is why I say in all honesty, I dont think a die shrink will help much.

But despite their small size they do have some very marketable products which (when fixed) can compete in the PC & other markets in mid and low range (which is where the volume is) on a bang for buck basis. They have no choice but to surrender the crown, go for volume and forget the bravado. If they do this properly, as opposed to fantasy roleplay, there is a good living that can be made there IMHO.

I think a takeover would be troubled for two reasons. One it would provide cash and excuses to allow them to perpetuate their escapist narcissistic fantasies and secondly it would (should) disturb the internal organisation all over again. But the latter might be a good thing if a sufficiently determined and down to earth company came along. With AMD management defeated, deflated and delusional, my hunch is that takeover is not unthinkable now, as it would have been say 3 years ago.
posted by : Richard, 08 December 2007

Type ULTIMATE bull***

Type ULTIMATE bull**** & INQ Will PRINT IT.

[There here follows a diatribe which we've cut. Just to show we won't print everything, despite what some of you lot think. {Can't we stop these people from reading the INQ?} [No. Ed.]


JUST POOP OUT ULTIMATE S*** & FLOAT.

Toasty s von Toasty
posted by : Toasty, 09 December 2007

Weird....

Does Intel have a good VGA card? Nope....
AMD does, it's called ATI....
But they only look the CPU and Chips....
Does AMD have a chipset? No...just IO/chips...
Intel needs chipsets, can't even run a single CPU without.

AMD is on the right track, even when others don't see it.

4 cores, I run 4 cores for more then a year now, nothing special.
Run them in a single chip is stupid, but hey, most people are stupid as they believe 4 core in 1 chip is the best solution *NOT*
posted by : Bas, 09 December 2007

well obviously...

If they brought out the ultimate chip(set/gfx card/etc) people would buy it. That's their problem at the moment...they can't bring one out. Or one that works at least
posted by : George, 09 December 2007

Buy em

I don't know much about how businesses are run, but couldn't Intel just buy AMD? There would probable be laws preventing Intel from monopolizing the CPU market but I am sure they could figurer some thing out.
posted by : Foe Hammer, 10 December 2007
IThound
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