又有人唱衰AMD了，AMD需要额外10亿美元现金撑过2007年

Prescott

嘿嘿，去年12月份公开在财务问题上撒谎，这次要再借钱，怕是不那么容易了。
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AMD needs money to make it through the year

One billion dollars

By INQUIRER newsdesk: 星期四 05 四月 2007, 11:30
WALL STREET WATCHERS Merrill Lynch told customers yesterday that AMD needs another $1bn in equity funding to make it through 2007, given its incredibly tight cash situation.

The firm said that many analysts still don't quite understand the massive scale on which AMD is going to lose money in the first half of this year, as it works to sell off its range of 90nm products in a bid to clear the way for 65nm products to launch later on in the year. The losses are likely to amount to a cash burn of around $900m by the middle of the year, said Joe Osha, who covers DAAMIT for Lynch.

Whilst AMD will need to go and raise more money by September, it will be constrained by the fact it already raised $5bn last year to purchase ATI, and it's starting to run out of room to take on even more debt.

The good news for AMD is that Osha thinks that its 65nm Athlon X2s will be the bees knees, and could be just the thing that it needs to kick Intel back into touch in the performance sector. The bad news, product-wise, is that Lynch considers its quad-core server products to be 'beside the point', which can't be good news for the legions of benchmarketers out to prove that 'native' quad-core is the one true way.

The analysts also think that Hector Ruiz is on the right track with his comment that margins on products are likely to stabilise around 50 per cent, and that the company needs to focus on making money at this level, rather than trying to push margins up. It seems both Intel and AMD are going to feel the squeeze. µ

ITANIUM2

巴塞罗那早点放出来情况会不会好一些？

bk1018

10亿美元，不少数目啊。

三毛妮

[quote]原帖由 Bohr 于 2007-4-5 21:48 发表
资金链现金流万万断不得，AMD可以向微软借高利贷 [/quote向INTEL借才是王道

elisha

原帖由 三毛妮 于 2007-4-5 21:55 发表
[quote]原帖由 Bohr 于 2007-4-5 21:48 发表
资金链现金流万万断不得，AMD可以向微软借高利贷 [/quote向INTEL借才是王道

向Intel借FTC肯定不干的

elisha

原帖由 Bohr 于 2007-4-5 22:04 发表
It seems both Intel and AMD are going to feel the squeeze！！！！

艾，这又何必呢，鹬蚌相争，渔翁得利阿。

偶们就是那渔翁啊:lol: :lol:

pjpj520

蝌蚪文
看不真切

zaarath

虽然是Inq的报道，但消息来源是美林，现在就看AMD第一季度亏多少了。

Allko

AMD倒下对消费者没什么好处吧

红发IXFXI

-_- AMD不会到的。。。。搞笑。。。。。虽然intel更强

byby

驱家有中文版，E文不好，不知道是不是同一内容。

Prescott

原帖由 Bohr 于 2007-4-5 22:11 发表



要注意IT界I/A共同的对手

攘外必先安内。w00t)

Prescott

原帖由 byby 于 2007-4-5 23:04 发表
驱家有中文版，E文不好，不知道是不是同一内容。

mydrivers就是对INQ的翻译，不过他们需要找几个英文好些的翻译。

其中很重要的一句话：
The firm said that many analysts still don't quite understand the massive scale on which AMD is going to lose money in the first half of this year
美林的原文是：
The market may still not appreciate just how much money AMD is likely to lose in Q1 and Q2 as it struggles to work off 90nm product inventory.

意思明明是说"很多人都还没有意识到AMD在Q1和Q2的亏损将会有多么巨大。"mydrivers居然翻译成"证券行业许多分析师对AMD上半年大规模的亏损感到难以理解。“ :wacko:

zaarath

原帖由 Prescott 于 2007-4-5 23:52 发表

mydrivers就是对INQ的翻译，不过他们需要找几个英文好些的翻译。

其中很重要的一句话：
The firm said that many analysts still don't quite understand the massive scale on which AMD is going to lo ...

好像驱家翻译INQ的没错，倒是INQ添油加醋把原文意思歪曲了。

elisha

原帖由 zaarath 于 2007-4-6 00:32 发表


好像驱家翻译INQ的没错，倒是INQ添油加醋把原文意思歪曲了。

英国人的英语水平，再差也会比你好的
appreciate有正确评价，鉴别的意思