Thursday, February 14th 2008

AMD Having Problems with its Puma Platform - Analyst Report

After experiencing some technical problems with its next-generation Phenom processors, AMD could now be facing some issues with its new Puma line of devices for notebook PCs, according to an analyst. Last year, AMD announced its Griffin CPU, the first processor it has designed from the ground up for notebooks. AMD is pairing its new CPU with the Puma platform that aims to take on Intel's Centrino chips in high-end notebooks. The Puma platform is slated to ship in the second quarter and AMD insists the product is on track. But one analyst has a slightly different viewpoint. "Our channel checks suggest AMD's Puma platform for notebooks may have a technical glitch. We have not been able to confirm this with AMD and if a problem exists, AMD could have a fix in the works that saves the launch," said analyst Doug Freedman of American Technology Research Inc., in a new report. On the other hand, AMD denied that there are any issues with Puma. "AMD is not aware of any technical glitches with its next-generation notebook platform, codenamed 'Puma.' Per our commitment at the AMD Financial Analyst Day in December 2007, the 'Puma' platform remains on track for Q2 2008," the spokeswoman said.
Source: EETimes
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6 Comments on AMD Having Problems with its Puma Platform - Analyst Report

#1
mandis
This "analyst" wouldn't be serving intel's interests now would he?
Posted on Reply
#2
pentastar111
That analyst just might be that, an ANALyst.:nutkick:..Sounds like his info consists of "spin-doctored" he said she said and they "might" be saying wanna-be sensationalism without the sensation...kinda like what you would read in the SUN or National Enquirer:laugh: EXAMPLE...("There's some kind of something going on 'round here. We're not quite sure what...It's probably too early to speculate...but one thing is for sure...IT IS probably happening and IT IS probably something and IT IS more than likely on-going. We'll let you know more as soon as we know more").....MORONS!!!!! Lol
Posted on Reply
#4
Yokozuna
He retracted his claim today:


An update: Yesterday, as you will may recall, American Technology Research analyst Doug Freedman issued a report asserting that Advanced Micro Devices (AMD) was having technical glitches with its Puma notebook platform. AMD immediately denied Freedman’s assertion, saying there are not any technical issues with Puma, and that it is on track for delivery in Q2.

This morning, Freedman wrote a follow-up piece which noted that AMD, in fact, “is not having technical issues with Puma.” But he says that his “thesis of cautious OEM behavior with respect to AMD’s road-map appears well founded.”

Freedman asserts that the laptop makers have contingency plans in place “in case they run into issues releasing new Puma-based products.” He says a successful Puma launch could create “a double-ordering scenario” as a result, and that demand could fall short of order rates. He is sticking with the estimate cuts he made yesterday, which he says are “still in line” with his expectations for “a slower Puma launch.”

He adds that “negative Puma data points are possible and are a near-term risk to the stock,” but nonetheless maintains his Buy rating and $10 price target.

AMD today is down a penny at $6.69.


blogs.barrons.com/techtraderdaily/2008/02/14/update-amtech-concedes-amd-not-seeing-puma-issues-but-contends-laptop-makers-remain-cautious/?mod=yahoobarrons
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#6
WarEagleAU
Bird of Prey
Again, all this speculation by idiots needs to stop.
Posted on Reply
Oct 31st, 2024 19:14 EDT change timezone

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