飞流直下三千尺，疑是银河落九天。——AMD（ATi）崩盘

eye2eye

第四财季累计亏损5.74亿美刀。而且与其2007财年第一财季依旧不会有好转。AMD，ATi的日子一个字——难！从2周前抛掉AMD股票到现在，AMD股价累计下跌超过30％。这两天接连收到Downgrade！股票市场上连想死的人都有了。。。。 :funk:
http://www.marketwatch.com/News/ ... 0%2DC47629728260%7D

AMD hurt by merger charges, lower chip prices

By Matt Andrejczak, MarketWatch
Last Update: 7:04 PM ET Jan 23, 2007

SAN FRANCISCO (MarketWatch) - Advanced Micro Devices Inc. said late Tuesday it swung to a fourth-quarter loss, hurt by charges related to its acquisition of ATI Technologies and a price war with larger rival Intel Corp. that crimped AMD's profit margins.
The company also offered a weak sales forecast for the current quarter and warned of a tough price environment, sending its shares down more than 4% in after-hours trading.
AMD reported a fourth-quarter net loss of $574 million, or $1.08 a share. That compares with net income of $96 million, or 21 cents a share, in last year's same period. The latest results include $550 million in acquisition-related charges.

The No. 2 maker of PC chips said sales for the three months ended Dec. 31 were $1.77 billion -- matching Wall Street's estimate. In the fourth quarter, it said microprocessor shipments rose 26% from a year ago, driven by laptop chip shipments.

Excluding the ATI Tech deal that closed Oct. 24, AMD said its operating income tumbled 77% to $63 million, hurt by much lower average selling prices for its chips used in corporate servers. Its gross margin - a key profitability metric - fell to 40% of sales, down from 57% a year ago.

Even though AMD stuck by its forecast for 2007 gross margins of 50%, some on Wall Street consider that an aggressive target.
"AMD had to make some adjustments in prices and that won't change all that quickly," said Cody Acree, analyst at Stifel Nicolaus, which rates AMD a hold and Intel a buy.

blah blah blah..........................

Still, AMD offered a soft sales forecast for the first quarter of $1.6 billion to $1.7 billion. Analysts polled by Thomson First Call had estimated $1.82 billion.
Ruiz, who has made AMD a much more formidable competitor to Intel, also admitted that "competition is going to be tougher, perhaps, than we had originally planned." End of Story

红发IXFXI

:blink: :blink: :blink: AMD日子不好过啊。。。。。。。。R600还没出来

eye2eye

今天美国开盘，AMD再度重挫7.5％ :funk:

为了偶喜爱的AMD U，号召全体 A Fan每人买一A卡。

[ 本帖最后由 eye2eye 于 2007-1-24 23:06 编辑 ]

ssking

:wub:

ATI的产品这么好，股民不识货

阿祥

:mad: 这个烂公司要不是狗日的老美护着 早被我们收购了

godied009

你说的我们是?
1

phk

泛A日子不好过啊

xreal

w00t) amd被nv收购， nv和intel 对打？

madcat2100

原帖由 xreal 于 2007-1-24 23:32 发表
w00t) amd被nv收购， nv和intel 对打？

我觉得在有足够的能力消化之前，这个状态的AMD还是不要接的好

eye2eye

原帖由 potomac 于 2007-1-24 23:59 发表
也没什么啦.个体行为.
如果intel的股票这样的话，全世界的人脸都绿了。:funk: :lol:

半年前败美国吃进1.25W亿前苏联外汇储备，全世界流通货币作空美刀的“恩赐”；以及intel市场不利；Intel股票的确跌倒过17美刀。半年以来也才涨到21－22的阶段。intel的日子也不好过，但是毕竟intel的基数大。

eye2eye

以往AMD财季欠佳只是下跌7％－15％。这次下跌30％，由于收购Ati后消化不良，以及和intel大打价格战，以及开发迟缓，导致投资者失去信心，或者说耐心。

fineday

都是ATi害得，AMD自己问题到不大。

kovaco

HP并购Compaq的头两年也是股票狂跌，挺过去了就好了，暂时的:p

大死人花

AMD最大优势就是美国政府保护

phk

原帖由 大死人花 于 2007-1-25 10:52 发表
AMD最大优势就是美国政府保护

AMD要靠拿救济过活么？w00t)

elisha

原帖由 phk 于 2007-1-25 10:58 发表


AMD要靠拿救济过活么？w00t)

amd拿的救济金可不少,纽约州,德国政府...

zzwjz

N年没有看到i2i出来跳了，哈哈，曾经也是战友呢，呵呵