AMD to miss Q1 sales target
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CEO faces Wall Street AMD today smacked investors with a sales warning.â¦
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The maker of analog microchips said Tuesday its  fourth-quarter revenue would miss earlier targets because of  weak demand from computing and communications equipment makers.
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By From news reports  Advanced Micro Devices warned Monday that it was unlikely to meet its first-quarter revenue target of $1.6 billion to $1.7 billion, the latest in a series of disappointments for the struggling chip maker.
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Advanced Micro Devices Inc. (AMD.N: Quote, Profile, Research) on Thursday reported a third-quarter profit compared with a loss a year-earlier, but sales fell from the second quarter
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SAN FRANCISCO - Advanced Micro Devices Inc. (AMD) expects to report slightly lower-than-expected sales for its third quarter when it announces earnings results on Thursday, the company said in a release Monday.
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Advanced Micro Devices (AMD) declined to comment Tuesday on a Taiwanese media report that more than 1 million re-marked AMD processors may have been shipped to Germany and China.
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Computer chip maker Advanced  Micro Devices Inc. AMD.N on Thursday posted a third-quarter  profit compared with a loss a year earlier and predicted a  fourth-quarter pickup in sales.
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One of these days AMD's going to take a bite out of Intel and not let go.
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U.S. stocks were headed for a lower  open on Tuesday, dragged down by a batch of disappointing  earnings news, including a sales warning from chip maker  Advanced Micro Devices Inc. AMD.N
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SEMICONDUCTOR maker Advanced Micro Devices has warned its quarterly revenue will be lower than forecast, citing softness in sales of its memory chips used in cell phones and other devices.
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AMD is pushing back the release of two Phenom processors just as it speeds up the release of what it's calling an energy-efficient quad-core chip.In November, AMD announced that its upcoming Phenom 9700 and 9900 processors would ship in the first quarter of this year. John Taylor, a spokesman for AMD, told Computerworld Friday that they're being pushed back to a second-quarter delivery.At the same time, Taylor said that the company is picking up the pace in delivering its 9100E processor. The 9100E, which reportedly uses a third less power than regular Phenom chips, had been slated on in-house road maps to ship in either Q2 or Q3, but is now on the docket to be released this quarter, he said.Not so long ago, AMD discovered an errata in the Transition Lookaside Buffer that delayed shipments of some of the highly anticipated Barcelona chips. The errata -- a bug -- also affects Phenom processors, which are based on the same architecture.With the delayed Barcelona chips weighing down AMD, which had its fair share of financial struggles last year, there was quick online chatter about what this new delay will mean for the company. Taylor was adamant, though, in saying that the delay is part of a rearranging of priorities rather than a major problem with the chips."No, no. It's much more a matter of prioritization and resources than any problems with the processors themselves," he added. "Our focus is on the energy-efficient products and triple-core products."Taylor said AMD's plan to ship a triple-core processor in the first quarter is still on track. "[Resellers] want triple-core as fast as they can because it gives them differentiation and it hits a sweet spot in the market," he added.That means AMD should be releasing the energy-efficient 9100E processor during this quarter, along with the triple-core and long-expected Barcelona chips."Yes, we're seeing [negative online buzz about delayed products], but our focus is on making sure we get products right when we introduce them and making sure the end-users get a good experience," said Taylor. "We are having to make tough choices about prioritizing. Just watch us over the next few months when we get triple-core on the market and this energy-efficient processor in the market."Earlier this week, AMD announced at the International Consumer Electronics Show that its new laptop processor, code-named Puma, will ship in the second quarter of this year. Trying to generate some positive buzz after months of taking it on the chin while rival Intel hit its stride, AMD said its new notebook system will optimize battery life while bearing up to hefty graphics demands.
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(InfoWorld) - Advanced Micro DevicesÂ (AMD) isÂ getting ready to launch Barcelona, its first quad-core server chip. A successful Barcelona launch, expected to happen during the third quarter, is critical for AMD, which has seen itsÂ share of the server market batteredÂ in recent quarters by Intel. Those market-share losses came with a heavy price, dragging AMD's finances into the red. In April, the company announcedÂ a $611 million loss, largely attributed to tougher competition and aÂ price war with Intel. To stem these losses, AMD has cut discretionary spending but executives are counting on Barcelona to restore its financial health and turn the tables on its archrival. Kevin Knox, the vice president of AMD's commercial business, recently sat down with IDG News Service to discuss preparations for Barcelona's upcoming launch. What follows is an edited transcript of that conversation. IDGNS: Where do things currently stand with Barcelona? Kevin Knox: We're still on target for a mid-year launch with Barcelona. We're actually pretty excited about the product, particularly with respect to some of the features that we're going to enable. When we started out with Barcelona it had a certain feature set. From the time we started out, from the design perspective, the aspects we're going to address, things like virtualization and power, have become more important to the industry. We think its going to have a bigger impact than we originally anticipated. IDGNS: Is Barcelona going to reverse AMD's recent losses in server market share? Knox: I firmly believe it will. A lot of that has to do with this not being just a speed upgrade. If it was just a speed upgrade, it's a lot more challenging at any point in time to get an advantage and maintain that advantage. Barcelona is not just a quad-core chip, it's more than quad core. We've made fundamental, significant changes to the architecture as part of the chip. We looked at the overall design, at the cache and the pipelines, so it's a lot more than just taking two dual-core chips and saying it's quad core. It's a true, native quad-core design with enhancements at the processor level. IDGNS: How do you view comparisons between Barcelona and Intel's quad-core server chips? Knox: If you look at the two products, they're very different products. If you go back many years, when we designed Opteron, Opteron was designed for multi-chip, multi-core environments. When we went from single core to dual core, it wasn't a big thing for us. When we went from dual core to quad core, the reason this has taken a little longer is we made some enhancements to the core, not because going to four cores was the major challenge. What we've focused on is doing enhancements to the core and doing virtualization. This is probably a larger and more important launch than you've seen in the past. There's a lot riding on the ecosystem, the ISVs, and hardware vendors, to make sure we have all the pieces in a line so when we do launch we can have pretty quick uptake. IDGNS: How much work has been done to seed the market for Barcelona? Has AMD shipped sample systems to major customers so they can test their applications? Knox: Yes, we're starting to get some samples to customers as seeds. You definitely need to have seed programs. They're critical. People want to kick the tires, especially with something as significant as the move from dual core to quad core, and the enhancements we've made. We're going to have a larger seed program than we've ever had before on the server side. Part of that's because there's some new stuff, and part of that's because it's a pretty competitive market right now. Frankly, there are some accounts you have to seed. Whenever new technology comes out, you've got to let the Wall Street guys try it out. And it's not just the end-user community. There's a whole ISV aspect to it, as well. They've got to get ready. You've got to get the hardware manufacturers in Taiwan ready. IDGNS: What does the launch of Barcelona mean? When the launch happens next quarter, will the chips be widely available in large quantities? Knox: That's what we're going through now. Our plan is not to have a paper launch. We want to do a launch with a product. IDGNS: With large numbers of Barcelona servers available for sale? Knox: Right. And given what's been going on in the market, it's extremely critical that people understand that. We have had a number of launches in the past, I'll point to Intel's Clovertown launch as an example. They launched Clovertown and I think it was less than 10 percent of their product mix two quarters later. That says to me it wasn't really a quick ramp, product wasn't readily available. Our goal here is to get Barcelona out, and get it into the market as quickly as possible.
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In the fourth calendar quarter of last year, Intel made the most headway against arch-rival AMD in the server CPU market in several years, surging ahead in shipments and reportedly taking back a few points of market share. Now, AMD is working to take those points back and then some.
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U.S. stocks fell on Tuesday, pressured  by a sales warning from chip maker Advanced Micro Devices Inc.  AMD.N and lower-than-expected earnings from aluminum producer  Alcoa Inc. AA.N
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The high-end computer maker says revenue for the first quarter of fiscal 2005 will be lower than previously projected.
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Customers that use the dual-core processors that Intel Corp. and Advanced Micro Devices Inc. (AMD) are expected to begin shipping next year will not need to buy extra licenses for Microsoft Corp. software, the software maker will announce Tuesday.
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Once more, with feeling: Why is AMD on the lam, and how can it get back up?