Editorial on AMD's Analyst Day

[Chierin]

I have written a quick and dirty editorial on AMD’s latest analyst day, which was held yesterday. While 2007 was a grim year for AMD, the company does not appear to be circling the drain. They have a lot of positives going into 2008, even though their “bread and butter” product has had some extreme birthing pains (Phenom). I take a look at what I consider some of the more interesting aspects of the company and their product portfolio, and we see that there is some hope for a profitable 2008 for the company. Here is a quote:

"Yesterday AMD hosted a meeting in New York for analysts and members of the press. This meeting was of great importance for AMD leading into 2008, as their record of 2007 was not exactly shiny. Some of the "lowlights" of 2007 were the continued loss of money due to the ATI acquisition, staying behind NVIDIA in the graphics performance race (as well as losing marketshare throughout the first half of the year), inability to scale their 65 nm process to where they needed it to go, and the big one being the inability to ship fully functional quad cores to market in both desktop and server. While that makes for a pretty negative bundle, not everything is looking down for AMD."

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