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

红发IXFXI

原帖由 acqwer 于 2007-4-6 13:34 发表

ATI的崛起可是有ms的功劳的，现在呢？ms现在的主要对手是SONY和Google，压制intel这种吃力不讨好的事做一次就够了。

(_( 比尔大叔说。。。主要对手是IBM。。。。。。。。。。。。

红发IXFXI

原帖由 AMD-FANS 于 2007-4-6 13:28 发表

开玩笑,插手到硬件,MS拿什么去压制?等于自己给自己找事情.
现在就已经压制得死死的.大家都得给点脸色给MS吧?

(_( ms把X64给了AMD就是对INTEL的警告。。。。操作系统给谁先优化。。。嘿嘿。。。厉害着呢

CaptianGhostSSE

w00t)  我说咋大降价呢，原来快不行了。
:wacko: 不会是能抛多少就抛多少吧？？？

acqwer

原帖由 红发IXFXI 于 2007-4-6 12:13 发表


(_( MS如果有能力他要压制所有可能有威胁的对手。。。IBM。。INTEL ...nv都在内

ATI的崛起可是有ms的功劳的，现在呢？ms现在的主要对手是SONY和Google，压制intel这种吃力不讨好的事做一次就够了。

zaarath

原帖由 zacard 于 2007-4-6 12:44 发表
巴塞罗那在哪里

西班牙啊

红发IXFXI

原帖由 AMD-FANS 于 2007-4-6 11:24 发表

MS要 压制intel做什么?莫名其妙. 做软件就千万不要参和到硬件.再软件上我无所顾及,都得听我的. 一单插手硬件,万一被intel压制到.等于自己给自己带手铐.

(_( MS如果有能力他要压制所有可能有威胁的对手。。。IBM。。INTEL ...nv都在内

teddytao

银行应该可以借给他们的我认为

itany

按照某些人的说法，A用户不仅受到工业资本家的残酷剥削，还受到金融资本家的无情压榨 (_(

HardCoded

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

MS要么自己遏制对手，要么用另一家企业遏制对手。

MS基于自身利益，自然要让AMD和Intel相互压制，即使AMD不行了，找MS借钱是肯定行得通的。

zaarath

原帖由 elisha 于 2007-4-6 02:12 发表

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

莫名其妙，我什么时候怀疑过INQ的英语水平了？
我说的是INQ一贯的添油加醋，搅混水，尤以Charlie Demerjian为最，语言能力越好，造谣能力越高。

至于这个appreciate应该怎么理解本来就很模糊，到底是understand, 还是realize, 你自己看着办。我的理解就是美林认为人们（股市）仍然低估了AMD的亏损额，股票还会跌，所以把target从$12降到$10，我相信这个分析师说的。

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

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。