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就在几天前，某位铁杆A Fan还在为AMD取得Dell这个客户而欢欣鼓舞，踌躇满志，对AMD的未来充满信心。结果Ruiz把Q1亏损的的责任一股脑全部扣在Dell的头上。不知道那位A Fan打算做何解释？我猜他会说：“在这里我就不多说了”，“我在别处写的帖子里说过了”，“你难道就不明白吗？”等等等等。
AMD：从零售到OEM 10:46:40 上方文Q
在今天的摩根斯坦利技术会议上，AMD CEO Hector Ruiz提出，AMD正在快速从渠道经营转向主攻OEM模式，并将为此再付出两个季度财报不利的代价。
在谈到为何季度财报持续低蘼时，Ruiz指出，这不仅是因为与Intel之间的价格战，也涉及处理器出货量变动带来的挑战和风险。几年前，AMD的处理器主要流向零售渠道，而在最近，OEM业务正变得越来越重要，尤其是结盟戴尔等曾经的Intel铁杆伙伴之后。
AMD也承认在这期间犯下了错误。Ruiz说：“我们应该能做得很好，但可惜没有做到。”在最近一个阶段，OEM需求量已经大大超出了AMD的产能，导致渠道出货量被大幅削减，零售市场上也是不断缺货，从而给了Intel收复失地的机会，而OEM厂商又未能在第四季度按计划出货足够多的系统，使得 AMD无法按预期迅速恢复。
尽管如此，Ruiz仍未表现出任何改变这种业务转移战略的迹象，并声称这种方案是“我们为自己良身打造的”。Ruiz同意AMD正在收入和盈利方面面临挑战，但未确认AMD是否会在今年上半年继续亏损。
从长远来看，Ruiz充满信心。他指出，AMD手中掌握着“诸多机遇”，即将在显卡产品、虚拟化技术、企业节能计算平台等方面进行革新。Ruiz说，“改变规矩”将让AMD重获“领先地位”。
渠道还是OEM？个人用户还是PC大厂？这是个问题。
http://www.dailytech.com/article.aspx?newsid=6351
AMD will not meet it previous revenue guidance of $1.6 to $1.7 billion USD
AMD's shares were down today on news that it would miss its previous revenue guidance of $1.6 to $1.7 billion USD for Q1 2007. Despite the admittance to the shortfall, AMD did not disclose exactly how much it expects to come up short for the quarter.
“If things are not going as planned, companies are obligated to adjust their guidance as they see fit. This way, investors are not blindsided after the fact,” said Nicholas Aberle, Senior Vice President of Equity Research, Caris Company.
AMD CEO Hector Ruiz tried explaining today at the Morgan Stanley Technology Conference why things went sour for AMD in Q1. "In a very short period of time, we went from being four years ago a significant player whose vast majority of products went to the channel distribution and not the OEM channel. In a very short period of time that has flipped to the point now where a vast majority of our products go to OEMs and less to distribution," said Ruiz. "That sort of transition frankly occurred in our view probably faster than we had planned."
Ruiz went on to explain that AMD expected for manufacturers to use a larger share of processors than the channel towards the end of 2006/beginning of 2007 and was prepared to serve them. In reality, that didn't happen and OEM were sitting on unused processors while the channel was asking for more.
"We made a strategic risk on how we shifted our capacity to serve our customers and unfortunately some of our customers were not able to meet those very aggressive growth areas that they had so when we shifted that, we were not able to recover as fast this quarter as we would have liked," Ruiz continued. “That issue should be quite alleviated this year because we have a lot more capability this year delivering products and should be able to serve both the fast-growing OEM portion of our business and also continue to serve the channel as we always have before.”
AMD has seen an increase in processor marketshare over the past few years at the expense of "significant lower" average selling prices (ASPs) – especially in Q4 2006. “ASP erosion is very intense right now, and number two, AMD is losing share. Add that up and you have a pretty bleak market outlook,” said Aberle. The company did, however, see its marketshare rise from roughly 15% in 2004 to 25% by the end of 2006.
Despite the road bump that that the company has experienced in Q1, AMD is confident that the rest of the year will go more smoothly. The company just recently released its 690G and 690V integrated motherboard chipset and is set to launch its native quad-core Barcelona processors in the second half of this year.
[ 本帖最后由 Prescott 于 2007-3-6 13:14 编辑 ] |
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发表于 2007-3-5 22:46
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