qcmadness

Breakdown of the report
AMD Reports Fourth Quarter and Annual Results: Financial News - Yahoo! Finance

CPU / Chipset: $1.4B ($21M Op. Income)
- strong sales (9% increase, in line with 10.5% increase by Intel)
- improved gross margin (finally makes an income)

Graphics: $259M ($12M Op. Loss)
- weak sales (3% increase only)
- weak profit margin (unbelievable too, as RV6x0 should have a cost advantage)

Consumer Product (including xbox and Wii chips): $102M ($12M Op. Income)
- strong sales (12% increase, probably because of good Wii sales)

Other highlights:
- Cash only increased by about $350M. But the cash from Middle-Ease consisted of about $600M. Where did the $250M go?
- Improved profit margin again (44% from 41%), a healthy sign especially for CPU market. Probably due to the complete transition of fabs into 65nm process.
- Excluding the ATi and Spansion impairment, the loss is around $95M, beating analysts estimation.

HEAVEN‧傑

引用:

Graphics: $259M ($12M Op. Loss)
- weak sales (3% increase only)
- weak profit margin (unbelievable too, as RV6x0 should have a cost advantage)

收購ati丫拿

Tommi_Vercetti

引用:

Originally posted by HEAVEN‧傑 at 2008-1-18 13:19:

收購ati丫拿

但唔收購就真係無優勢

HEAVEN‧傑

引用:

Originally posted by Tommi_Vercetti at 2008-1-18 13:22:


但唔收購就真係無優勢

依家AA既市值同當初買ATI既價錢差唔多

Tommi_Vercetti

引用:

Originally posted by HEAVEN‧傑 at 2008-1-18 13:24:

依家AA既市值同當初買ATI既價錢差唔多

好在K10 B3有sample了

HEAVEN‧傑

引用:

Originally posted by Tommi_Vercetti at 2008-1-18 13:28:


好在K10 B3有sample了

佢再唔快D真係等死

qcmadness

引用:

Originally posted by HEAVEN‧傑 at 2008-1-18 13:19:

收購ati丫拿

dom

引用:

Originally posted by qcmadness at 2008-1-18 06:48:
Breakdown of the report
AMD Reports Fourth Quarter and Annual Results: Financial News - Yahoo! Finance

CPU / Chipset: $1.4B ($ ...

I expect the "Graphic" will make more $$$ at 2008 Q1