...copia scheda di Russian Hill (by Staff)




AMD - Advanced Micro Devices Inc. - Nyse

Founded in 1969 and based in Sunnyvale, California, AMD provides microprocessors, Flash memory devices, and silicon-based solutions for our customers in the communications and computer industries worldwide.

However, our focus goes beyond integrated circuits and transistors. AMD is committed to helping our customers — and their customers — take advantage of the phenomenal capacity of silicon to add value and help differentiate their offerings. To that end, AMD products are developed with customer needs always in mind and not for the sake of innovation alone. Stated more plainly, it means that AMD exists to provide real solutions for real customer problems that exist in the real world today.

We refer to this philosophy as “customer-centric innovation,” and it represents the guiding principle behind everything we do at AMD.

AMD has manufacturing facilities in the United States, Europe, Japan and Asia, and sales offices in major cities around the globe. Founded in 1969 and based in Sunnyvale, California, AMD had revenues of approximately $3.5 billion in 2003. A truly global company, AMD derives more than half of its revenues from international markets. Shares of the company trade on the New York Stock Exchange under the symbol AMD.

One AMD Place
P.O. Box 3453
Sunnyvale, California 94088-3453
(408) 749-4000
TWX:910-339-9280
TELEX:34-6306

Web Site

Profile (CBS.MarketWatch)

Company Financials (NasdaQ)

Stock Quote (Yahoo)

Message Board (Yahoo)

StockConsultant

AnalyzeCharts (Prophet.net)

Historical Time & Sales

ClearStation.Etrade

Earnings

Charts (PcQuote)


------------------------------------------------------------------------------------


SUNNYVALE, Calif.--(BUSINESS WIRE)--June 7, 2004--AMD (NYSE:AMD - News) today announced that it will introduce a new brand of PC processors to be named AMD Sempron™. The AMD Sempron processor family is expected to redefine everyday computing for today's value-conscious buyers of desktop and notebook PCs.
AMD Sempron processors are being developed to meet the evolving day-to-day needs of home and business PC users. Basic computing is no longer just about e-mail, Web browsing or word processing. Today it's also about downloading and playing music, or sending pictures to family and friends. This full-featured product line is designed to deliver best-in-class performance for the growing segment of PC users who want more from their PCs.

"AMD is changing the name of the game for everyday computing. We have responded to evolving customer needs with a compelling solution that delivers the performance needed for today's applications," said Marty Seyer, vice president and general manager, Microprocessor Business Unit, AMD. "The AMD Sempron brand is expected to carry on our tradition to always strive to provide our customers more value."

More details about AMD's new mobile and desktop processors will be forthcoming in the second half of 2004. Shipments of the AMD Sempron and Mobile AMD Sempron processors are scheduled to begin during the second half of 2004.

AMD Athlon™ 64 processors will continue to be offered for outstanding 32-bit performance, capability for tomorrow's 64-bit applications, and Enhanced Virus Protection in conjunction with the upcoming Windows® XP Service Pack 2. Likewise, AMD Athlon XP processors for desktop PCs and Mobile AMD Athlon XP-M processors will continue to be offered for those customers seeking advanced functionality and performance for mainstream home and office computing.

AMD - Advanced Micro Devices Inc. - Nyse

Founded in 1969 and based in Sunnyvale, California, AMD provides microprocessors, Flash memory devices, and silicon-based solutions for our customers in the communications and computer industries worldwide.

However, our focus goes beyond integrated circuits and transistors. AMD is committed to helping our customers — and their customers — take advantage of the phenomenal capacity of silicon to add value and help differentiate their offerings. To that end, AMD products are developed with customer needs always in mind and not for the sake of innovation alone. Stated more plainly, it means that AMD exists to provide real solutions for real customer problems that exist in the real world today.

We refer to this philosophy as “customer-centric innovation,” and it represents the guiding principle behind everything we do at AMD.

AMD has manufacturing facilities in the United States, Europe, Japan and Asia, and sales offices in major cities around the globe. Founded in 1969 and based in Sunnyvale, California, AMD had revenues of approximately $3.5 billion in 2003. A truly global company, AMD derives more than half of its revenues from international markets. Shares of the company trade on the New York Stock Exchange under the symbol AMD.

One AMD Place
P.O. Box 3453
Sunnyvale, California 94088-3453
(408) 749-4000
TWX:910-339-9280
TELEX:34-6306

Web Site

Profile (CBS.MarketWatch)

Company Financials (NasdaQ)

Stock Quote (Yahoo)

Message Board (Yahoo)

StockConsultant

AnalyzeCharts (Prophet.net)

Historical Time & Sales

ClearStation.Etrade

Earnings

Charts (PcQuote)

Inizio a tenerla sotto stretta osservazione:

AMD - Advanced Micro Devices Inc. - Nyse

mi segna un EPS -0.25
se dovesse andare in positivo nel breve, dove puo' andare? tr-is

rice:-.


Quota 15,27 $ seduta sulla 5... a meta' di ...
un Rettangolo compreso tra 18.50 $ e 13.60 $
Ha fatto Tre test per lato.
Ha aperto Un gap sotto area 8$ (7.69$ rif)

utili attesi futuri per AMD ? smjf-mjd..
e grafico comparativo di dragon, quanto vuole... r-w-a-z-az-

AMD in difficolta', sospesa sotto la media 20

Nel frattempo INTC supera il 100% della media volume (103%)
e recupera area 26$


07/06/04 21:36:41 26.05 26.04 26.05 51776702

MERCATI USA


--------------------------------------------------------------------------------

chip: intel delude, il titolo affonda nel dopo borsa insieme a tutto il comparto

14.07.2004

La trimestrale di Intel (US4581401001) ha deluso le attese. Il titolo ha perso ieri nel dopo borsa a New York il 4,7% a $24,92. Forti perdite anche per tutti gli altri principali titoli del comparto dei chip: AMD -2,9%, Applied Materials -2,1%, Micron Technology -1,3%, Texas Instruments -0,6%.
Mentre l'utile per azione di Intel ha corrisposto alle previsioni e raggiunto $0,27 per azione ($0,14 per azione nel secondo trimestre 2003) i ricavi nel secondo trimestre sono stati leggermente al di sotto delle stime. Il mercato aveva previsto in media $8,11 miliardi il colosso dei chip ha fatturato invece solo $8,05 miliardi ($6,82 miliardi nello stesso periodo dello scorso anno). Ma non è stata questa leggera differenza a deludere gli investitori. Il vero problema è stato il margine operativo lordo in calo, da sempre un fattore negativo per l'andamento del comparto dei semiconduttori in borsa. Le pessimistiche previsioni di alcuni analisti sembrano essere state in questo modo confermate. Lo scorso trimestre il margine operativo lordo di Intel è stato del 59,4%. Le stime dell'impresa erano del 60-61%. Il calo è stato causato dai problemi tecnici legati al lancio del nuovo prodotto Grantsdale . Ancora più grave è il fatto che Intel ha anche rivisto al ribasso le sue previsioni sul margine operativo lordo per l'intero esercizio. La riduzione sarebbe dovuta soprattutto al calo dei prezzi per i microprocessori. Se ciò non bastasse Intel ha anche annunciato che le scorte di magazzino dei microprocessori sono aumentate nel secondo trimestre del 15%. Anche questa circostanza rappresenta un altro classico campanello d'allarme per la crescita del settore. Bisognerà ora attendere le reazioni degli analisti. Per i titoli legati ai semiconduttori si annuncia una giornata molto negativa.

da borsainside

AMD ragazzi, che oggi dà i dati, si è già appoggiata a chiudere un gap, dell'ottobre 2003 .... era a 13,59 circa ... adesso a 13,90.
Veramente l'aveva già chiuso , ma come vedete più sotto non è andata da un anno a questa parte.

[quote=Rw1392,Tuesday, 6 Jul 2004, 21:38] [quote=Rw1392,Monday, 5 Jul 2004, 14:18] [quote]Inizio a tenerla sotto stretta osservazione:

AMD - Advanced Micro Devices Inc. - Nyse

mi segna un EPS -0.25
se dovesse andare in positivo nel breve, dove puo' andare?  tr-is

[quote]Scheda INTC          Scheda AMD          Scheda RFMD          Scheda TXN
[/quote][/quote]
rice:-.
Quota 15,27 $ seduta sulla 5... a meta' di ...
un Rettangolo compreso tra 18.50 $ e 13.60 $
Ha fatto Tre test per lato.
Ha aperto Un gap sotto area 8$ (7.69$ rif)

utili attesi futuri per AMD ? smjf-mjd..
e grafico comparativo di dragon, quanto vuole... r-w-a-z-az-

[/quote]

AMD in difficolta', sospesa sotto la media 20

[/quote]

AMD

07/14/04 22:18:53 13.25 13.25 13.40 33.098.500


Qua hanno gia iniziato a bastonare
in attesa dei dati

(AMD ADV MICRO DEVICE 16:52 $12.80 -6.84% )

da quando ho scritto di buttarci un occhio ha perso + di 2$ (quotava 15$ e rotti).... ottimo so-bs
rischio di diventare orbo a forza di buttarci occhiate ble-a---h

----------------------------------

AMD Reports Second Quarter Results; All-Time High Revenue Driven by Record Sales of Spansion Flash Memory and AMD Opteron Processors



SUNNYVALE, Calif.--(BUSINESS WIRE)--July 14, 2004--AMD (NYSE:AMD) today reported sales of $1.262 billion and net income of $32 million for the quarter ended June 27, 2004. Net income amounted to $0.09 per diluted share.

Second quarter sales increased by 96 percent from the second quarter of 2003 and increased by two percent from the first quarter of 2004. In the second quarter of 2003, AMD reported sales of $645 million and a net loss of $140 million, or $0.40 per share. In the first quarter of 2004, AMD reported sales of $1.236 billion and net income of $45 million, or $0.12 per diluted share.

"We are pleased to report a ninety-six percent year-over-year increase in sales and solid profitability based on record sales of our leading-edge products," said Robert J. Rivet, AMD's chief financial officer.

"We achieved record Spansion™ Flash memory sales in the second quarter and more than tripled operating income from $14 million to $45 million. Spansion maintained clear leadership in the NOR Flash memory market. In addition, accelerating AMD Opteron™ and Mobile AMD Athlon™ 64 processor sales contributed to a double-digit operating margin for our microprocessor business."

BUSINESS OVERVIEW

Operating income increased to $72 million in the second quarter of 2004 from $61 million in the prior quarter and an operating loss of $123 million in the second quarter of 2003. This result was due to higher sales, strong execution of the company's technology transitions and solid manufacturing performance. Gross margin was 38 percent, equal to the first quarter of 2004.

The Memory Group achieved record sales of $673 million in the second quarter, an increase of 220 percent from $211 million in the second quarter of 2003 and seven percent from $628 million in the first quarter of 2004. The consolidation of AMD's and Fujitsu's Flash memory businesses began at the start of the third quarter of 2003. The Memory Group generated operating income of $45 million, up from $14 million in the prior quarter, driven by the successful transition to 110nm technology and benefit recognized from the integration of the two businesses.

Flash memory sales grew in all major regions and across both the embedded and wireless segments driven by continued strong demand from tier-one customers.

The transition to 110nm process technology for both floating gate and MirrorBit™ Flash memory technologies is on schedule. Spansion is on track to double Flash memory bit capacity in 2004.

Computation Products Group (CPG) sales were $554 million in the second quarter of 2004. This is an increase of 36 percent from $406 million in the second quarter of 2003 and is a three percent decrease from $571 million in the first quarter of 2004. CPG generated operating income of $58 million in the second quarter, a decrease from $67 million in the first quarter of 2004.

Demand for AMD64 processors accelerated significantly during the quarter. Increased AMD Opteron processor sales were largely due to growing enterprise demand and increased shipments to tier-one customers. Additionally, consumer sales of notebook PCs powered by Mobile AMD Athlon 64 processors increased considerably.

The transition from 130nm to 90nm technology at Fab 30 is on track, yielding products with excellent power consumption characteristics. AMD began 90nm volume production in May and plans to ship 90nm microprocessors for revenue in the third quarter. Construction of AMD's new 300mm Fab 36 in Dresden is on schedule with production planned in the first half of 2006.

ADDITIONAL HIGHLIGHTS OF THE QUARTER

-- Spansion launched its second-generation MirrorBit technology,
a low voltage, high-speed Flash memory architecture optimized
for wireless applications.

-- AMD's momentum accelerated in China with Lenovo Group Ltd.
introducing new desktop systems based on the award-winning AMD
Athlon 64 and AMD Athlon XP processors.

-- AMD announced the completed design of its AMD64 dual-core
processor. AMD expects to deliver high-performance dual-core
products to the x86 server and workstation market in mid-2005
and introduce dual-core solutions for high-end client PCs
later that year.

-- AMD opened the AMD Japan Engineering Laboratory in Tokyo to
support AMD's mobile processor platform design activities.

-- Leading enterprise benchmarks, including TPC-C and several
SPEC® benchmarks, confirmed that the AMD Opteron processor
is the world's highest-performing processor for x86 2 and
4-way servers.

-- AMD launched the AMD Athlon 64 FX-53 processor and the AMD
Athlon 64 processors 3800+, 3700+ and 3500+, offering
customers the highest performing x86 processors for the
desktop market.

-- AMD64 processors powered every computer in PC World's "Power
PCs" list and won a host of other awards, including Windows
and SQL Server Magazine's "Best of TechEd," PC World's
"Product of the Year," Computer Reseller News' "Power Ultimate
PC," and Mobile PC Magazine's "Mobile Choice" award.

-- AMD reinforced its profile in the digital media entertainment
industry at Eric Clapton's Crossroads Guitar Festival, where
an AMD64 processor-based digital audio workstation was the
recording platform of choice.

-- AMD introduced a line of low-power, high-performance AMD
Geode™ embedded x86 processors designed for a wide range of
Microsoft® Windows® XP-based mobile devices.

CURRENT OUTLOOK

AMD's outlook statements are based on current expectations. The following statements are forward-looking, and actual results could differ materially. Economic and industry conditions remain uncertain and continue to make it difficult to forecast product demand. In the third quarter of 2004, AMD expects sales to increase in each of its two major businesses and total sales to increase moderately.

AMD TELECONFERENCE

AMD will hold a conference call for the financial community at 2:30 p.m. PT today to discuss second-quarter financial results. AMD will provide a real-time audio broadcast of the teleconference on the Investor Relations page of its web site at www.amd.com or www.streetevents.com. The webcast will be available for ten days after the conference call.

SOURCE: AMD



-................................................................................
.....


07/15/04 17:16:15 12.87 12.86 12.87 16.387.500


158%


Aggiornamento grafico delle 17.15

su yahoo finanza l'EPS e' diventato positivo 0.25 (P/E 54.96)
e' giusto?
sul nasdaq mi da $ -0.25

Earlier Wednesday, AMD, Sunnyvale, Calif., reported net income of $32.2 million, or 9 cents a share, for the second quarter, compared with a loss of $ 140.1 million, or 40 cents a share, in the year-earlier period


P.S. il quote e il grassetto non funzionano bene, sono diventati dei Prompt script.

Advanced Micro Devices upgraded to "strong buy"

Friday, July 16, 2004 1:41:45 AM ET
JMP Securities


NEW YORK, July 16 (New Ratings) - In a research note published yesterday, analysts at JMP Securities upgrade Advanced Micro Devices (AMD.NYS) from "market outperform" to "strong buy." The target price is set to $20.

Thursday, July 15, 2004 2:53:21 PM ET
Prudential Financial


NEW YORK, July 15 (New Ratings) – Analyst Mark Lipacis of Prudential Financial maintains his "underweight" rating on Advanced Micro Devices (AMD.NYS), while raising his estimates for the company. The target price has been reduced from $17 to $15.



In a research note published this morning, the analyst mentions that the target price has been reduced to reflect the expected decline in overall industry revenues. Advanced Micro Devices reported in-line June quarter results, with its memory revenues increasing 7% q/q, the analyst adds. The company’s MPU revenues declined 3% q/q, according to Prudential Financial

68510 Redazione Finanzaonline (www.finanzaonline.com)
. .
10:06 AMD: risultati trimestrali in linea con le attese del mercato
.. ..
AMD termina il secondo trimestre 2004 con un utile per azione pari a 0,09 dollari, dato che si raffronta alla perdita di 0,40 dollari ad azione dello scorso anno. Il fatturato sale a 1,26 mld di dollari. Le attese degli analisti erano per un eps pari a 0,09 dollari su un fatturato prossimo agli 1,24 mld dollari. Il management della società ha infine precisato di attendersi nel terzo trimestre una leggera crescita delle delle vendite.

------------------------------------------


I numeri di ieri:
(ma lo vedete il grafico di C ? ...Sono identici, cambiano solo i prezzi !


07/16/04 00:38:28 12.97 13.00 13.05 33.717.000


325% dei volumi

Max, sulla strategia e sulle prospettive siamo daccordo.
E' sul "tempo" che ti devi frenare.
hai lo stesso difetto mio. Capisci le cose troppo svelto.

"Vediamola" a 22$ ...e la prepariamoci allo swing
aspettando conferme dagli indici.

E' sotto scacco, ancora!

.................................................

La giornata di ieri in numeri:


07/16/04 00:30:00 23.11 23.08 23.15 95.340.102

167% dei volumi

AMD Ships 90 Nanometer AMD64 Products For Revenue



SUNNYVALE, CA -- August 17, 2004 --AMD (NYSE: AMD) announced today that it is achieving a smooth transition to 90 nanometer (nm) manufacturing and has shipped low-power 90nm Mobile AMD Athlon™ 64 processors for thin and light notebooks (previously codenamed “Oakville”) for revenue. Manufacturers are expected to launch systems based on the new 90nm Mobile AMD Athlon™ 64 processors in the coming months.

In addition to providing performance and power benefits to AMD64 products today, the transition keeps AMD on track with its plans to deliver 90nm dual-core products mid-next year and also provides operational benefits such as increased production capacities.

“We promised 90 nanometer revenue shipments in the third quarter, and today we’re delivering on that promise,” said Dirk Meyer, executive vice president of the Computation Products Group at AMD. “The added capacity resulting from our efficient transition to 90 nanometer manufacturing enables AMD to better serve the growing ranks of AMD64 customers.”

90nm AMD Athlon™ 64 processors for desktop systems are expected to ship later this quarter, followed by 90nm AMD Opteron™ processor shipments later this year. AMD will release further details of all products in conjunction with official product launches.

On Track for Dual Core
In addition to benefiting today’s products, AMD’s success at 90nm better positions the company to deliver dual-core processors mid-next year. Benefits to AMD’s dual-core manufacturing roadmap include:


90nm silicon-on-insulator (SOI) process enhancements provide higher performance, lower power transistors, which can be integrated into new dual-core designs. This will better enable AMD to deliver dual-core processors that meet AMD's aggressive performance targets.
90nm transistors are much smaller and more power efficient than their 130nm predecessors, which allows for greater transistor densities within chips. This will better enable AMD to integrate additional components, including a second core and other improvements, on the same chip without a dramatic increase to chip size.
AMD’s patented Automated Precision Manufacturing capabilities provide a proven, high-yield 90nm manufacturing capability required for the increased fabrication complexities of dual-core designs.
“AMD’s combined leadership in processor design, submicron technologies and fab automation will allow us to deliver dual core 64-bit processors that meet customer performance and power requirements throughout 2005 and beyond,” said Fred Weber, chief technology officer at AMD.

AMD64 processors were designed from the ground-up as multi-core products, and feature technologies such as Direct Connect Architecture that are ideally suited for multi-core implementation. AMD was the first to present an x86 dual-core strategy publicly in 1999 and was the first to announce the completion of an x86 dual-core processor design for 64-bit computing in June of this year.

Efficiencies gained from 90nm manufacturing are also expected to result in operational benefits for AMD. For example, reductions in chip sizes resulting from the 90nm transition allow AMD to produce more processors on the same sized wafer, resulting in increased production capacity.

UPDATE 2-Applied Materials revenue rises 104 percent

(Adds analyst comments, updates stock price)

SAN FRANCISCO (Reuters) - Applied Materials Inc. , the largest maker of chip-making tools, Tuesday said healthy spending on new semiconductor factories more than doubled its revenue and returned it to a quarterly profit.

The Santa Clara, California-based company said it earned $440.6 million, or 26 cents a share in its third fiscal quarter ended Aug. 1, compared to a year-earlier loss of $36.8 million, or 2 cents a share. Net sales rose to $2.24 billion from $1.09 billion in the same period last year.

Wall Street on average was expecting earnings of 25 cents a share on revenue of $2.15 billion, according to a poll of analysts by Reuters Estimates.

Shares of Applied Materials rose 43 cents, or 2.8 percent, to close at $16.07 on Nasdaq, before results were announced. In after-hours trading on INET, the shares rose to $16.14.

The company also said new orders, a measure of future revenue, rose 11 percent from the second quarter to $2.46 billion.

The results were largely in line with expectations, with orders just above the company's forecast range of 5 percent to 10 percent growth, said Mark FitzGerald, an analyst with Banc of America Securities.

He added that the key for Wall Street will be Applied's order forecast for the current quarter. He said Wall Street is expecting an order forecast of down 5 percent to up 5 percent, but he noted that some Asian made-to-order chip makers, known as foundries, have been easing off their purchasing plans.

"Some of these big Asian companies, particularly the foundries, are starting to pull back at this point, and that's been a big part of the mix," FitzGerald said.

Oggi, dopo la chiusura dei mercati dovrebbe esserci la trimestrale di AMD. Secondo me sarà significativa. La mia impressione è che AMD potrebbe anche stupire il mercato rispetto ai concorrenti. L'attesa è per un utile di 12 cents per azione, vedremo se batte le stime o, soprattutto, che outlook potrebbe dare.
D'altronde AMD è quella più conveniente come prezzi nel mercato dei microchip per computer ed in un mercato in crisi potrebbe essere lei la stella che risplende, a scapito di Intel.
L'azione, anche graficamente, mi sembra ben settata, allego un grafichetto che uso per scarabocchiare.
Insomma, potrebbe essere un consiglio per gli acquisti .....

SAN FRANCISCO (CBS.MW) -- Advanced Micro Devices posted a profit late Thursday and said its third-quarter sales increased 30 percent, results that met the chipmaker's lowered goals for the period.

Also, the Sunnyvale, Calif.-based company (AMD: news, chart, profile) forecast an unspecified increase in its fourth-quarter revenue with better-than-seasonal processor sales and flat-to-higher flash memory sales.

"We believe the market in the fourth quarter will be better than the third quarter, and it is our belief that in an environment like that, we will do better than the market," said Chief Executive Hector Ruiz during a conference call.

Shares wavered around closing levels in late trading after ending the regular session up 1 percent at $14.11.

AMD makes microchips used in computers, mobile phones and other communications products. Its business is divided almost equally between flash memory and computer microprocessors.

For the third quarter ending Sept. 26, AMD reported earnings of $44 million, or 12 cents a share, on sales of $1.239 billion. During the same quarter last year, AMD reported a loss of $31.2 million, or 9 cents a share, on sales of $953.8 million.

AMD warned investors Monday that its sales would decline slightly from the $1.262 billion it reported in the second quarter, and that earnings would increase from 9 cents a share in its second quarter.

Prior to AMD's warning on Monday, analysts had expected earnings of 12 cents a share and sales of $1.295 billion, on average, according to Thomson First Call.

Inside the numbers

The company increased sales of its computer processors 34 percent sequentially to $673 million. Operating profit for the segment expanded to $89 million from $58 million in the second quarter.

Computer chip average selling prices increased and unit shipments grew. AMD highlighted increased processor sales across all of its markets and a doubling of sales of its AMD64 chips, its most advanced products.

AMD64 processors now make up a third of AMD's computer chip sales and the company said it remains on track for that portion to grow to 50 percent by the end of the year.

Further, AMD said its sales of AMD64 products to corporations - as opposed to retail consumers -- are growing. This is an important and previously underserved segment of the buying public by AMD.

AMD said its 64-bit compatible chips are now being used in 25 Fortune 100 companies, including Merrill Lynch, Qualcomm, Philips, and Agere.

"There is continued acceptance of our AMD64 architecture. We intend to see this trend accelerate," said Henri Richard, AMD executive vice president of worldwide sales and marketing.

Overall, on the microprocessor side, Richard said AMD expects to win market share in the fourth quarter, just as it did in the third quarter.

The market share gains would have come at the expense of Intel (INTC: news, chart, profile), the world's largest chipmaker and AMD's main rival in the computer chip market.

Intel will report its financial results after Tuesday's closing bell. Intel also lowered its financial target midway through its quarter. See full story.

Memory sales fell 20 percent to $538 million, but the segment remained lucrative with an operating profit of $15 million. Operating profit during the previous quarter was $45 million.

AMD said flash sales to cell-phone manufacturers "declined significantly," and that this resulted in a lower average selling price for the unit.

Inventory at AMD grew 11 percent to $807.2 million. From the start of last year's third quarter to the start of last year's fourth quarter, inventory grew almost 50 percent. Executives said several times during a conference call that they weren't concerned about their inventory levels.

Cash grew 3.8 percent sequentially to $1.19 billion while long-term debt and capital obligations shrank 13 percent.

Chief Financial Officer Bob Rivet declined to comment on capital expenditures for next year, but he did say the company would discuss that at its analyst meeting in mid-November.

There were 15,451 employees at the end of the third quarter, up 5.1 percent from the second quarter.

During the fourth quarter, AMD said it would have "exciting things" to reveal about its low cost, low power semiconductors built on its AMD64 architecture. "We have high hopes that it will turn out to be another aspect of our strategy to grow well and fast," said Ruiz.


Chris Kraeuter is a reporter for CBS.MarketWatch.com in San Francisco.

Data: Fri, 12 Nov 2004 19:41:54 +0100
Oggetto: amd


...http://www.borsainside.com/mercati_usa/usa_novembre_04/20041111_amd_semiconduttori.shtm

http://www.borsainside.com/mercati_usa/usa...rill_lynch.shtm


AMD ha raggiunto INTC e la lotta anche qua e' serrata...(vedi NVDA e ATYT sulle schede di rete)

Il gap da chiudere sopra, ...potrebbe rimanere una chimera e lasciare tutti con il cerino in mano...
Non sono il solo a pensarlo ( e lo dico da tempo) ...

12/03/04 17:28:20 24.10 24.10 24.10 77961583

Il grafico per ora rimane positivo, molto positivo
ma la prudenza e' d'obbligo a mio avviso.

Data: Mon, 06 Dec 2004 19:58:22 +0100
Oggetto: amd: e' sorpasso su intc


...costava 14 $ ( quando e' uscito l'articolo sotto la lente su borsainside)


INTC dal famoso gap e' stata in trading range. Ora in questo momento :

12/06/04 20:00:14 24.14 24.13 24.14 44256795

Stando a quanto dice Morgan Stanley : " ..Morgan Stanley said Dell is farther from a relationship with Advanced Micro Devices (nyse: AMD - news - people ) than the market believes or hopes. Dell management "is unlikely to add an AMD dual-core processor offering if it believes Intel (nasdaq: INTC - news - people ) is within a quarter or two of a comparable product," Morgan Stanley said. "At this point, we believe management views Intel's dual-core roadmap, while behind AMD, to be within a reasonable timeframe (roughly a quarter lag)."

Il che potrebbe dare nuova spinta ad INTC

Lunedì 10 Gennaio 2005, 11:23
Ubs alza il giudizio su Amd


Gli analisti della svizzera Ubs (Virt-X: UBSN.VX - notizie) hanno alzato il giudizio sul titolo dell'americana Amd (NYSE: AMD - notizie) , leader del settore micro-chip. Il precedente giudizio di reduce è stato ritocatto a hold, annullando di fatto laa velenza negativa del precedente report sul titolo. Resta comunque invariata la preferenza espressa per la rivale Intel (NASDAQ: INTC - notizie) , attesa domani con i dati sull'ultimo trimestre del 2004.

Lunedì 10 Gennaio 2005, 12:01

(AMD.N) AMD inaugura il nuovo anno con prestazioni
mobili personificate; Lance Armstrong presenta la tecnologia mobile Turion 64 di
AMD alla CES; i PCBusiness Editors/Sports Editors/Technology Editors

2005 International CES
MULTIMEDIA AVAILABLE:
http://www.businesswire.com/cgi-bin/mmg.cgi®eid=4796097

SUNNYVALE, Calif.--(BUSINESS WIRE)--Jan. 10, 2005--AMD (NYSE:AMD )

ha annunciato oggi l'apertura di una nuova era nell'informatica mobile. La tecnologia mobile Turion™ 64 di AMD è stata presentata da Lance Armstrong, il sei volte vincitore del Tour de France, in occasione di un evento organizzato da AMD all'International CES 2005 di Las Vegas.

Lunedì 10 Gennaio 2005, 11:56


(AMD.N) AMD contribuisce al progetto di istruzione a distanza cinese nella provincia di Hebei; più di 26.000 sistemi basati sul processore AMD

Business Editors/High-Tech Writers

BEIJING--(BUSINESS WIRE)--Jan. 10, 2005--AMD (NYSE: AMD) ha annunciato oggi che Lenovo, Dawning e AMD si sono aggiudicati congiuntamente uno dei più ambiziosi progetti di istruzione a distanza in Cina - il progetto di istruzione a distanza della provincia di Hebei.

Chip, AMD vede ricavi 4trim sotto attese

SAN FRANCISCO, 11 gennaio (Reuters) - Advanced Micro Devices ha fatto sapere in nottata che i ricavi del quarto trimestre saranno inferiori alle stime degli analisti a causa del forte concorrenza sul mercato delle memorie flash.
Il produttore di semiconduttori scommette ormai su un giro di affari "in leggera crescita" rispetto agli 1,24 miliardi di dollari realizzati nel terzo trimestre e su un utile operativo "in significativo calo".
Il gruppo californiano aveva archiviato il terzo trimestre con un utile operativo di 68,4 milioni di dollari.

.

Mercati Usa

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Semiconduttori: AMD lancia warning su ricavi ed utili
11.01.2005

Notizie molto negative per il settore dei semiconduttori. AMD (US0079031078) ha lanciato ieri dopo la chiusura delle contrattazioni negli USA un warning sui ricavi e gli utili del quarto trimestre 2004. AMD ha comunicato di aver sofferto in particolare la forte concorrenza sul mercato delle memorie flash. Le vendite nell'ultimo trimestre dello scorso anno sarebbero cresciute per questo motivo solo leggermente rispetto al terzo trimestre mentre l'utile operativo avrebbe registrato un "sensibile calo". Nel terzo trimestre 2004 AMD aveva presentato ricavi di $1,24 miliardi ed un utile operativo di $68,4 milioni. Per il quarto trimestre gli analisti attendono in media ricavi di $1,35 miliardi ed un utile per azione di $0,19. AMD non ha fornito ieri alcuna indicazione sull'utile netto.
Nel dopo borsa il titolo di AMD è crollato di circa l'8% a $18,50.
Il warning di AMD è arrivato proprio alla vigilia della trimestrale di Intel (US4581401001). Il colosso dei chip comunicherà oggi i suoi dati di bilancio dopo la chiusura delle borse a New York. I problemi registrati da AMD potrebbero indicare che Intel possa aver riguadagnato quote di mercato a scapito della concorrente più velocemente del previsto. D'altra parte il warning di AMD sembra anche confermare in parte il pessimismo espresso ieri da Deutsche Bank sulla crescita del settore dei semiconduttori nel 2005, vedi: Chip: Deutsche Bank taglia le stime sulla crescita del settore.

Redazione (Francoforte) 10.00

http://www.borsainside.com/mercati_usa/usa...md_warning.shtm

Ad ora minimo a $15.80 . - 21% Last :

01/11/05 16:45:04 15.90 15.91 15.90 38.816.500


.

Io dico che non ce la raccontano giusta ... era un obbrobbrio finanziario il fatto che AMD quotasse quanto INTC ... e secondo me Intel da qualche parte ha una sorpresina ... è solo una sensazione, dettata dal ricordo delle notizie vecchie.

Nuovi minimi sotto $ 15 ( - 26%)


01/11/05 21:44:13 14.88 14.88 14.89 92.571.100

Data: Wed, 12 Jan 2005 15:34:55 +0100
Oggetto: amd

E' sotto resistenza.
Non escludiamo un passaggio a $ 12.80


01/12/05 15:36:41 15.05 15.04 15.05 2.689.300

Su AMD manca un post ( ) poi rimediamo.

Tenuta la soglia dei $15.10
un giro sui $16.50 e' d'obbligo a mio avviso

$15.50 adesso
e stasera trimestrale...

01/18/05 19:53:35 15.5185 15.51 15.52 12526200

(...)

Other companies reporting after the bell include Advanced Micro Devices (AMD), which is expected to post a fourth-quarter profit of 8 cents per share on sales of $1.26 billion. In the first-quarter, it is expected to earn a profit of 5 cents per share on sales of $1.22 billion.

(...) CBS MarketWatch.com

01/18/2005 - Updated 4:15 PM ET


AMD Reports Fourth Quarter and Annual Results; 2004 Sales up 42 Percent to All-Time High of $5.0 Billion; Microprocessor Sales Grew 29 Percent
Fourth Quarter Processor Sales Increased Nine Percent Sequentially, Driving Fifth Consecutive Quarter of Positive Operating Income

SUNNYVALE, Calif., Jan 18, 2005 (BUSINESS WIRE) -- AMD [AMD] today reported record sales of $1.26 billion and operating income of $20 million for the quarter ended December 26, 2004. The fourth quarter net loss of $30 million, or $0.08 per share, includes charges of $49 million, or $0.13 per share, largely associated with the conversion and retirement of debt.
Fourth quarter sales increased by five percent from the fourth quarter of 2003 and were up two percent from the third quarter of 2004. In the fourth quarter of 2003, AMD reported sales of $1.21 billion and net income of $43 million, or $0.12 per share. In the third quarter of 2004, AMD reported sales of $1.24 billion and net income of $44 million, or $0.12 per share.

For the full year ended December 26, 2004, AMD achieved record sales of $5 billion, a 42 percent increase from 2003. Fiscal year 2004 net income was $91 million, or $0.25 per share, including charges of $51.6 million, or $0.14 per share. AMD reported sales in 2003 of $3.52 billion and a net loss of $274 million, or $0.79 per share, including credits of $13.9 million, or $0.04 cents per share.

"In 2004 both the processor and Flash memory businesses were profitable," said Robert J. Rivet, AMD's chief financial officer. "Total sales increased by 42 percent compared with 2003, driven by 29 percent growth in our microprocessor business and 65 percent growth in our Flash memory business.

"Fourth quarter sales growth was largely due to a nine percent increase in Computation Products Group (CPG) sales, helping AMD report its tenth consecutive quarter of improved gross margin. Record fourth quarter microprocessor sales were driven by increased server and mobile dollar and unit sales. As anticipated, AMD64 processor sales increased to 50 percent of total PC processor sales for the quarter.

"Memory Group sales were weaker than expected due to an aggressive pricing environment, significantly lower sales in Japan, and a delay in qualifying a new product in the wireless segment. Products based on MirrorBit™ technology continued to earn customer acceptance and increased as an overall percentage of Flash memory sales.

"As planned, we took significant steps to improve our balance sheet and liquidity position during the quarter, which reduced our debt by $200 million. This was the result of converting $200 million of convertible debt to equity and refinancing the $600 million outstanding on our Fab 30 loan."

BUSINESS OVERVIEW

Fourth quarter operating income of $20 million declined from $46 million in the fourth quarter of 2003 and from $68 million in the third quarter of 2004. This was the fifth consecutive quarter of positive operating income for the company. Operating expenses of $498 million increased from $389 million in the fourth quarter of 2003 and from $433 million in the prior quarter. Fourth quarter research and development costs increased 9 percent as compared to the prior quarter largely due to Fab 36 start-up costs. Marketing, general and administrative costs increased 21 percent as compared to the third quarter of 2004 primarily due to seasonal merchandising activities, previously guided increased marketing investments and SOX certification costs.

Fourth quarter gross margin increased to 41 percent from 40 percent in the third quarter of 2004 due to processor sales growth. AMD ended the fourth quarter with a cash balance of $1.20 billion, up from $1.19 billion at the end of the third quarter of 2004.

Record CPG sales of $730 million were up 26 percent over the fourth quarter of 2003 and increased by nine percent from $673 million in the third quarter of 2004. CPG generated operating income of $89 million in the fourth quarter, flat compared with $89 million in the third quarter.

CPG's sales growth was driven by a double-digit percentage unit shipment increase across all segments in the fourth quarter with particularly strong sales in high-growth regions. Both server and mobile processor sales achieved new records.

Memory Group sales of $504 million decreased 11 percent from the fourth quarter of 2003 and were down six percent from $538 million in the prior quarter. The Memory Group incurred an operating loss of $39 million, down from operating income of $15 million in the third quarter of 2004. The average bit density in Spansion™ Flash memory products grew in the quarter and the Memory Group shipped a record number of bits, with MirrorBit technology increasing as a larger percentage of overall bits shipped.


...

Data: Wed, 19 Jan 2005 17:50:52 +0100
Oggetto: amd

01/19/05 17:53:13 15.70 15.70 15.70 8.713.600

Semiconduttori: Crolla Rambus, tiene AMD

19.01.2005

Seduta negativa per l'indice Philadelphia Semiconductor che perde al momento l'1,2% a 401,83 punti. Le trimestrali di Rambus (US7509171069) e AMD (US0079031078), pubblicate ieri, non hanno potuto dare impulsi positivi al settore.
Rambus ha deluso con il suo risultato relativo all'utile netto chiaramente le attese del mercato. Rispetto al quarto trimestre 2003 l'utile netto di Rambus ha registrato un calo del 24% a $0,06 per azione. Gli analisti avevano atteso in media $0,08 per azione. Sul bilancio dell'impresa leader nel settore delle tecnologie di interfacciamento chip-to-chip ad alta velocità hanno pesato le spese sostenute per le note dispute legali riguardo dei brevetti contro le concorrenti Infineon (DE0006231004) ed Hynix Semiconductor (KR7000660001). Il titolo crolla al momento dell'11,5% a $18,86. Dal punto di vista tecnico bisogna ora da tenere d'occhio l'importante supporto a $18,26-17,90.
Deludenti anche i dati di AMD. Nel quarto trimestre dello scorso anno i ricavi di AMD sono cresciuti del 6% rispetto allo stesso periodo del 2003 a $1,26 miliardi. AMD ha presentato però perdite di $0,08 per azione rispetto ai $0,12 per azione guadagnati nel quarto trimestre 2003. Il risultato di AMD è stato penalizzato da oneri straordinari per $49 milioni per il rimborso del debito. La divisione delle memorie flash di AMD ha inoltre sofferto la forte concorrenza e un ritardo nella consegna dei prodotti ed ha presentato perdite operative di $39 milioni. La notizia era però in gran parte scontata nel titolo in seguito al profit warning della scorsa settimana (vedi: Semiconduttori: AMD lancia warning su ricavi ed utili). Per questo motivo AMD si trova al momento in terreno positivo: +1% a $15,65. Il titolo beneficia anche di un upgrade da parte di Piper Jaffray da "Underperform" a "Market perform". Il broker ha indicato tra l'altro il soddisfacente andamento degli affari con i microprocessori. Dopo le forti perdite delle scorse sedute il potenziale ribassista sarebbe ora limitato.

Redazione (Francoforte) 19.30

http://www.borsainside.com/mercati_usa/usa...rambus_amd.shtm

.

Bravo RW, sa.ll.u

quasi 16.00$....

I termini sono scaduti...

e poi novita' sul "caso" PTSC ce ne sono ?

chiedo a chi sa qlc , ovviamente

Quasi diciassette per una nera

Interessante anche la BLU subito sopra,
sovrapposta ad ema 55.

...nera a $ 16.93, blu in tabella

Data: Fri, 04 Feb 2005 21:00:58 +0100
Oggetto: amd $ 17.40 + 4.50%


$ 17.47 di massimo.


02/04/05 21:03:04 17.44 17.43 17.44 10.216.500

Siamo di nuovo su una statica BLU
al massimo appena raggiunto, $ 24.65.
Un ostacolo importante.

02/04/05 21:05:50 24.63 24.61 24.63 16327900

Violata a 23.77 ema 55
ora l'obiettivo dinamico sale a $ 26.01 ( su scala mensile)
Da $ 24.65 a $ 26 potrebbe frenare per un po'
Sotto $ 23.75 torna "negativa".

E' inserito grafico sbagliato, da cambiare.
M

AMD aggiornamento in chiusura di settimana..

(chart by TXS staff)

Un settimanale.
Recupera la "nera",
il close sette tick sotto
Ema 10

La riperde e
di nuovo sotto
e' in difficolta'...

AMD ...



dor.me-

AMD: Già a fine aprile la presentazione del Dual-Core Opteron?
Secondo CNet AMD potrebbe lanciare il rivoluzionario chip sul mercato molto prima del previsto e battere chiaramente sul tempo Intel.



http://www.borsainside.com/mercati_usa/usa..._dual_core.shtm


Grafico orario a venti sedute by staff

Aggiornamento

Buca con acqua su AMD ... tanto è vero che in AH se non mi sbaglio è cresciuta ... mica sò normali ...

SAN JOSE, Calif. (AP) -- Chip maker Advanced Micro Devices Inc. posted a first-quarter loss Wednesday amid the oversupply and falling prices of flash memory chips used in cell phones. But microprocessor sales set a company record.

AMD also said its flash memory subsidiary, Spansion LLC, has filed paperwork for an initial public offering, though it did not specify the date or the price of the stock. The division is 60 percent owned by AMD, with the remainder held by Fujitsu.

In the second-quarter quarter, the company expects microprocessor sales to be flat or down slightly, in line with historical patterns. AMD declined to provide guidance for its flash memory business because of the pending IPO.

For the period ended March 27, AMD lost $17.4 million, or 4 cents per share, compared with a profit of $45.1 million, or 12 cents per share, in the same period last year. Sales fell less than 1 percent, to $1.23 billion from $1.24 billion.

Analysts were expecting the Sunnyvale, Calif.-based company to earn 2 cents per share on sales of $1.21 billion, according to a survey by Thomson Financial.

In extended trading Wednesday, AMD shares rose 29 cents to $17.35, following a 17-cent loss during the regular session on the New York Stock Exchange before the company released its results.

"The processor business is not just growing, it is accelerating," said Hector Ruiz, AMD's chief executive.

Though much smaller than Intel Corp., AMD was the first to market with a line of processors that are compatible with applications that ran on previous generations of processors and capable of handling much more memory than most of today's chips. AMD launched its 64-bit Opteron chips in 2003; Intel caught up earlier this year.

Today, Intel and AMD are in a tight race to formally launch the first microprocessors that feature two computing engines on a single chip instead of just one. AMD is expected to target servers at first while Intel is initially going after desktops and laptops.

The companies also compete in flash memory used to store information in cell phones. Both have described the market as weak, but AMD is taking a bigger hit because flash chips make up a much greater percentage of sales than they do at Intel.

In a statement Wednesday, Robert J. Rivet, AMD's chief financial officer, said the flash market continued "to experience industrywide oversupply and strong pricing pressure."

"We experienced a rise in unit shipments, but our average selling price declined significantly, resulting in weaker than expected sales," he said.

Spansion's IPO is a positive sign for the company as it will allow it to focus on processors and reduce its exposure to the uncertain flash market, said Rick Whittington, an analyst at Caris & Co.

"The aggravation is not worth the effort any longer," he said.

Intanto Prudential ( un nome una garanzia) alza il giudizio su AMD ad overweight.

" news " a parte ( e recupero temporaneo di area $ 17)
il trend discendente di AMD e' arrivato ad un punto atteso: il gap di area $ 14