qubit
Overclocked quantum bit
- Joined
- Dec 6, 2007
- Messages
- 17,866 (3.01/day)
- Location
- Quantum Well UK
System Name | Quantumville™ |
---|---|
Processor | Intel Core i7-2700K @ 4GHz |
Motherboard | Asus P8Z68-V PRO/GEN3 |
Cooling | Noctua NH-D14 |
Memory | 16GB (2 x 8GB Corsair Vengeance Black DDR3 PC3-12800 C9 1600MHz) |
Video Card(s) | MSI RTX 2080 SUPER Gaming X Trio |
Storage | Samsung 850 Pro 256GB | WD Black 4TB | WD Blue 6TB |
Display(s) | ASUS ROG Strix XG27UQR (4K, 144Hz, G-SYNC compatible) | Asus MG28UQ (4K, 60Hz, FreeSync compatible) |
Case | Cooler Master HAF 922 |
Audio Device(s) | Creative Sound Blaster X-Fi Fatal1ty PCIe |
Power Supply | Corsair AX1600i |
Mouse | Microsoft Intellimouse Pro - Black Shadow |
Keyboard | Yes |
Software | Windows 10 Pro 64-bit |
We contend that Advanced Micro Devices, Inc. (NYSE:AMD) one of Silicon Valley’s semiconductor success stories, will file for bankruptcy by 2020. Since 2008, this legacy company has survived by slashing operating expenses, spinning off its manufacturing business and transitioning away from its core PC business to “growth markets”. While it may be succeeding in marketing its turnaround narrative to the market, we see ADM at a point of no return. We identify a toxic combination comprising an uncompetitive product portfolio, technological leap forwards by competitors, several structural challenges, poor positioning due to an ineffective strategy and a worsening balance sheet. While it is bagging some wins, the clock is ticking and AMD will be unable to drive profitability in industries where product leadership, rather than merely pricing, determines success.
That's what analysts Kerrisdale Capital believe, anyway. Well, AMD certainly isn't doing great, but I don't know if they're heading for bust or not. What do you think?
The link below will show the abstract and also download the pdf with the full report.
www.valuewalk.com/2015/05/advanced-micro-devices-inc-amd-bankrupt-by-2020