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AMD's happy day spoilt by analyst gloom

Doom, doom, thrice doom
Friday, 24 July 2009, 11:56

AMD WAS CELEBRATING a chip milestone with the news that it had shipped 500 million x86 processors since its founding in 1969.

To celebrate it gave away four Hewlett-Packard dv2 ultra-thin notebooks based on its low-power Athlon Neo X2 chip.

But the analysts approached by CNET said that the laptop giveaway underscores one of AMD's biggest problems.

Doug Freedman, analyst at Broadpoint Amtech, pointed out that the dv2 had not sold very well.

JP Morgan analyst Christopher Danely said that AMD is losing market share to Intel due to inferior products and is being hurt by its lack of a netbook processor.

Intel's processor sales outgrew AMD's by 13 per cent during the second quarter this year and are expected to outpace it by another 3 per cent during in the third quarter, he wrote.

JMP Securities Alex Gauna said that AMD's recent results added up to another disappointing quarter from the perennial CPU also-ran.

It is getting pretty bad, Gauna said, when ARM technology might make AMD even less competitive down the road as future devices adopt the smaller RISC chips.

All doom and gloom on a day when Intel's scrappy x86 competitor should have been enjoying a few rounds of champers. AMD's PR must be miffed. µ

 

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Comments
You are too pesimistic Nick

AMD's always happy doing and collaborating with their partners with fusion motto. Don't forget Nick, AMD is one of the micros (Advanced MICRO Devices and MICROsoft).

AMD althought had been years bullied by Intel, they will come up with the most innovative products supported by other semiconductor company. They will have the most innovative southbridges products for server and portable platforms. The product will integrates with Broadcom dual 10 gigabit pci express in single chip within AMD southbridges that integrated with iSCSI. Also for portables AMD will come up with wireless southbridges chip that unite Qualcomm GOBI wireless products that includes 3GPP Long Term Evolution.

posted by : Happy AMD's product owner, 24 July 2009 Complain about this comment
dv2 quite nice

I have a dv2, and compared to most other laptops in it's segment, it's a steal. It's small, thin, relatively light weight. Oh, and it has a video adapter with some power behind it, unlike a good portion of the others that simply use Intel integrated graphics. Games on the weekend, and work during the week. You get the Neo X2 L625, and it does quite well.

Via missed their chance with poor drivers, and the Atom + chipset is quite anemic. People need to take a small step up and get something that will actually be useful for more than a handful of tasks.

posted by : bob, 24 July 2009 Complain about this comment
MIKE- RoSoft, eeey?

Are Dunnington Write For Action or BullDozer? is it really two bars with controller, now still two?connie/X2/PHEBES&i7 PS3 one controler 7 or 8 cores,12,16,32pARSE' OF 80,000. no matter far ones are less.updating.stable. still TOP number generator. am.dphone
BIG Numbers are Breaking WIND Everyday. Istanbul seems to hop into pairs. Gluon of Worm, Possible BLACK Hole Potential.

aMIKERoSoftDevice. UnLockerGate aHead....$69

vondrashek

posted by : MYCall...., 24 July 2009 Complain about this comment
Solutions Manager

If that's AMD's version of PR - one more thing to outsource. At this rate AMD will achieve another milestone - becoming the first company worth as much as a cloud instead of a company that uses the cloud.

posted by : Frodo Jones, 24 July 2009 Complain about this comment
Why?

I can't help but wonder why analysts, a group of people who were complicit in the worst worldwide financial meltdown since the big one, haven't all been arrested, jailed and hopefully executed?

Even worse, why is anyone still listening to these idiots?

posted by : MarcD, 24 July 2009 Complain about this comment
AMD doesn't learn from intel

Yea AMD really does not deliver CPU's that can compete with intel. Over the next year or two the upcoming intel CULV 5.5W,10W, and 17W series cpu's intel will push are going make real laptops go down to netbook prices and give you a real laptop to work with instead of some Atomized molasses. The Atom doesn't even make intel much money anyway the profit margin is so tiny. AMD needs to focus on process and IPC, it's the same thing intel failed to do with pentium4. Difference is that intel had money to spend and was already huge. AMD has a real problem if they don't deliver a product that most *everyone* agrees is impressive. Intel won back repect with core2 and now it's intel's turn. AMD can't continue to loose hundreds of millions of dollars every quarter, eventually all the banks will give up on them. I hope AMD does make a comeback, they really need to get 32nm and 22nm processes on the fast track to production.

posted by : jason, 24 July 2009 Complain about this comment
So said the analcyst

At least the dv2 doesn't need a new motherboard every third month. *cough*lolvidia*cough*

posted by : egil, 24 July 2009 Complain about this comment
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