Dual-core Xeony jsou tu

Compared with Q2 of 2005 increased CPU sales by 26%, momentum for the first time over 38% over same period in prior year. 100% increase in mobile units, 144% in server units. Especially strong sales in Russia, India, Greater China, and continue to gain in enterprise market due to Opteron http://www.amdzone.com/modules.php?op=modload&name=Sections&file=index&req=viewarticle&artid=187&page=1 a vysledkom je : AMD (NYSE:AMD) today reported sales of $1.523 billion and net income of $76 million, amounting to $0.18 per diluted share, for the quarter ended September 25, 2005. http://www.forbes.com/businesswire/feeds/businesswire/2005/10/11/businesswire20051011006090r1.html

AMD Chronology UNIX to Linux Transition: AMD first used Linux to test AMD-K6® processor-based systems in 1996. We started the transition to Linux for microprocessor design and verification in 1997. The transition to Linux was rate-limited by the fact that the Linux operating system was an emerging but promising technology at that time, which resulted in the lack of available EDA software for Linux and the lack of industrystandard 64-bit hardware. AMD led the way with commercial Linux applications. AMD worked with Platform Computing to port their Platform LSF (Load Sharing Facility) cluster software to Linux long before the market moved to Linux. Currently, all AMD internal EDA (Engineering Design Automation) tool development is done on Linux for AMD64, eliminating the need for specialized UNIX hardware. The benefit to AMD is tremendous - the entire chip design process is on a homogeneous platform with the future processor design completely done and taped out on AMD CPUs. http://www.amd.com/us-en/assets/content_type/white_papers_and_tech_docs/AMD_on_AMD.pdf

Dovod toho padu je iny obchodne marze AMD boli v Q3 2004 39% , v Q2 2005 40% a Q3 2005 41% a to sa zda ekonomom akoaly rast..

Tak to je obrovsky omyl

predpovede analytikov boli zisk 6 centov/akcia skutocnost 12 centov/akcia

a obrat predpoved 1.27 az 1.38 mld. USD a skutocnost 1.52 mld. USD...

takze vysoko nad ocakania...

je tu ale dovod v spekulacii - zajtra sa oficialne otvori Fab36 v Drazdanoch, ktora zabezpeci v Q4 2006 vyrobu 25 mil. CPU/kvartal (dnes je kapacita AMD 7.5 mil CPU/kvartal-Fab30). Cize spekulanti umelo znizia cenu a potom zacnu skupovat akcie..

Dalsi dovod je mozno planovany znizenie obratu odpojenim Flash dvizie Spansion (za CPU 965 mil USD/05Q3 oproti 600 mil. za Flash)do konca roku..