up **** creek

Ranger, just to make the quotes clearer, could you bold them or else edge them with something like this ;

where of course the < and the > are really [ and ] .

Anywhoo interesting reads. I think charlie's a little over-pessimistic/optimistic about the mobile situation despite all the previous issues, as there's not much ATi mobility hardware flooding the market, and the HD38xx is still a ways off, leaving nothing but nV at the above HD3650 mark with 5 solutions without including mobile SLi.

I think you have pretty high hopes for AMD as a company. Q3 will tell whether they will survive.

You do realize that everything that AMD is selling right now is being sold at a loss purely for the sake of increasing market share. While this is a good short-term strategy it is not longterm viable and AMD's cpu department costs are dragging the company into the ground.

You keep forgetting that AMD is not just a GPU company - they also sell chipsets and CPUs that they have lost obscene amounts of money on over the last year.

I don't know if you realize this but Intel has a better notebook, a better processor, a better chipset for a wider range of computers, and assuming Larrabee is half of what we think it could be; it'll be the nail in AMD's graphics department as well.

I really see AMD as being a tool for Intel to use against Nvidia and nothing but. Without Nvidia to stand up against Intel; Intel will create a monopoly in a matter of a couple years - and then you can kiss affordable PCs goodbye.

That may be true of their CPU department, but their ATi department is actually making money and would've been a + on the balance sheet if not for other write-downs. since their purchase the GPU segment along with the TV segment were profitable, the only part of ATi to recently show weakness was their handset business, which had a small but still in the negative loss last quarter. However both are expected to be pluses again this quarter as Q1 is typically a down quarter following the Xmas spending sprees. Year over year they were up for Q1.

It doesn't just take better, AMD had better in the XP and early AMD64 era, yet intel still made a ton of money in both desktop and mobile segments. The main thing is for AMD to be making enough revenue to help spread out operating costs. Processors are very economies of scale dependant, and while you could be the best CPU or GPU maker of 1 million units a year, that does little to help your future, whereas spreading your costs out and minimizing your loses while establishing yourself as a 10+ million unit maker helps you stay competitive and spread out your R&D for the next revenue generator.

nVidia isn't doing any real standing up against nV, their future is a dead end without either a radical change in software or their ability to produce X86/64 solutions that make them more money than just a loos affiliation with VIA would. The reality is that even if you combine the revenues of AMD, nVidia, and VIA together you still end up with about 10% of that of intel. Like it or not intel is a monopoly with or without the apperance of opposition. The graphics segment is just a question mark until we find out whether Larrabee is a worthy candidate or another flop like the i740. Even if a success, if intel is Raytracing focused with it, right now AMD would have the edge in a reply since their HD4K solution is more adept currently than the nV GTX 2xx series.

Both nV and AMD are losing money due to the new price points, slashing temselves to hurt their competition; however it seems that nV is losing more (but had more to lose), while AMD are just scraping by pretty much paying for production, just losing money on overhead (11mil last quarter). Even the second quarter results won't be as interesting as the 3rd quarter similar to what you mention, because that's when the HD4K vs GTX battle will shape up, and that's truly the battle for the future, the second quarter results will be primarily about the change in the mobile segment and the end of the HD3K / GF8 battles, where yields may play a big role.

You're thinking you might wanna go up and clean that first post to make the quotes more readable, or at least that's what I was thinking.