h*2
2 楼
lol
m*u
3 楼
april fools。
j*7
4 楼
15 more mins
j*7
6 楼
following the wafer news with global foundry, expected 2014 revenue will be
6.6bil that's 1 bil more than analysts' current projection of 5.7bil.
expected boom boom pow tomorrow!
AMD amends wafer supply agreement with GLOBALFOUNDRIES
AMD announced that it amended its wafer supply agreement with
GLOBALFOUNDRIES for 2014. Under the terms of the amendment, AMD and
GLOBALFOUNDRIES agreed on purchase commitments for 2014 and established
fixed pricing and other terms of the agreement which apply to products AMD
will purchase from GLOBALFOUNDRIES. Under this amendment AMD expects to pay
GLOBALFOUNDRIES approximately $1.2B in 2014. These purchases contemplate AMD
's current PC market expectations and the manufacturing of certain GPUs and
semi-custom game console products at GLOBALFOUNDRIES in 2014. The 2014
amendment does not impact AMD's 2014 financial goals including gross margin.
6.6bil that's 1 bil more than analysts' current projection of 5.7bil.
expected boom boom pow tomorrow!
AMD amends wafer supply agreement with GLOBALFOUNDRIES
AMD announced that it amended its wafer supply agreement with
GLOBALFOUNDRIES for 2014. Under the terms of the amendment, AMD and
GLOBALFOUNDRIES agreed on purchase commitments for 2014 and established
fixed pricing and other terms of the agreement which apply to products AMD
will purchase from GLOBALFOUNDRIES. Under this amendment AMD expects to pay
GLOBALFOUNDRIES approximately $1.2B in 2014. These purchases contemplate AMD
's current PC market expectations and the manufacturing of certain GPUs and
semi-custom game console products at GLOBALFOUNDRIES in 2014. The 2014
amendment does not impact AMD's 2014 financial goals including gross margin.
q*g
7 楼
谢谢。100伪币sent。
be
pay
AMD
【在 j****7 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: following the wafer news with global foundry, expected 2014 revenue will be
: 6.6bil that's 1 bil more than analysts' current projection of 5.7bil.
: expected boom boom pow tomorrow!
: AMD amends wafer supply agreement with GLOBALFOUNDRIES
: AMD announced that it amended its wafer supply agreement with
: GLOBALFOUNDRIES for 2014. Under the terms of the amendment, AMD and
: GLOBALFOUNDRIES agreed on purchase commitments for 2014 and established
: fixed pricing and other terms of the agreement which apply to products AMD
: will purchase from GLOBALFOUNDRIES. Under this amendment AMD expects to pay
: GLOBALFOUNDRIES approximately $1.2B in 2014. These purchases contemplate AMD
be
pay
AMD
【在 j****7 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: following the wafer news with global foundry, expected 2014 revenue will be
: 6.6bil that's 1 bil more than analysts' current projection of 5.7bil.
: expected boom boom pow tomorrow!
: AMD amends wafer supply agreement with GLOBALFOUNDRIES
: AMD announced that it amended its wafer supply agreement with
: GLOBALFOUNDRIES for 2014. Under the terms of the amendment, AMD and
: GLOBALFOUNDRIES agreed on purchase commitments for 2014 and established
: fixed pricing and other terms of the agreement which apply to products AMD
: will purchase from GLOBALFOUNDRIES. Under this amendment AMD expects to pay
: GLOBALFOUNDRIES approximately $1.2B in 2014. These purchases contemplate AMD
m*u
8 楼
盘后什么反应?
u*4
10 楼
尼玛 这是绝对insider啊 牛逼
be
pay
AMD
【在 j****7 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: following the wafer news with global foundry, expected 2014 revenue will be
: 6.6bil that's 1 bil more than analysts' current projection of 5.7bil.
: expected boom boom pow tomorrow!
: AMD amends wafer supply agreement with GLOBALFOUNDRIES
: AMD announced that it amended its wafer supply agreement with
: GLOBALFOUNDRIES for 2014. Under the terms of the amendment, AMD and
: GLOBALFOUNDRIES agreed on purchase commitments for 2014 and established
: fixed pricing and other terms of the agreement which apply to products AMD
: will purchase from GLOBALFOUNDRIES. Under this amendment AMD expects to pay
: GLOBALFOUNDRIES approximately $1.2B in 2014. These purchases contemplate AMD
be
pay
AMD
【在 j****7 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: following the wafer news with global foundry, expected 2014 revenue will be
: 6.6bil that's 1 bil more than analysts' current projection of 5.7bil.
: expected boom boom pow tomorrow!
: AMD amends wafer supply agreement with GLOBALFOUNDRIES
: AMD announced that it amended its wafer supply agreement with
: GLOBALFOUNDRIES for 2014. Under the terms of the amendment, AMD and
: GLOBALFOUNDRIES agreed on purchase commitments for 2014 and established
: fixed pricing and other terms of the agreement which apply to products AMD
: will purchase from GLOBALFOUNDRIES. Under this amendment AMD expects to pay
: GLOBALFOUNDRIES approximately $1.2B in 2014. These purchases contemplate AMD
q*g
11 楼
哈哈。。
j*7
12 楼
last year's 960mil glofo payment correspond to 5.3bil revenue;
this year's 1200mil glofo payment correspond to 6.6bil revenue;
However analysts still modeling this year's rev at 5.7bil.
Looking for boom boom pow tomorrow!
this year's 1200mil glofo payment correspond to 6.6bil revenue;
However analysts still modeling this year's rev at 5.7bil.
Looking for boom boom pow tomorrow!
q*g
13 楼
AMD expects to pay the chip producer $1.2 billion in 2014, according to the
agreement that fixes prices and purchase commitments.
agreement that fixes prices and purchase commitments.
c*7
15 楼
盘后没有反应?
j*7
16 楼
someone just bought 8888 shares HAHAHAH
http://www.nasdaq.com/symbol/amd/after-hours
boom boom pow!
http://www.nasdaq.com/symbol/amd/after-hours
boom boom pow!
j*7
21 楼
boom boom pow!!
c*7
23 楼
原来是4/1
j*i
24 楼
这个协议对双方应该是有好处的,否则双方也不会签此协议。但好处不大,因为价格固定
之后,双方的预算和成本也都减少了不确定性。当然可能的负面影响是,如果原材料晶圆
硅今年的价格依然是下降的话,这对于AMD是利空;当然对于GLOBALFOUNDRIES是利好
。但AMD如此做的原因,可能是相信晶圆硅的价格已经到了低谷,不太会有更低的空间里
,因此以固定价格换取其它协议的好处。我个人相信从技术和原材料上看,晶圆硅的价位
和利润已经跌无可跌了。
除非今年的硅晶圆的价格大幅度浮动,否则这个协议对AMD的股价的影响应该很小。
之后,双方的预算和成本也都减少了不确定性。当然可能的负面影响是,如果原材料晶圆
硅今年的价格依然是下降的话,这对于AMD是利空;当然对于GLOBALFOUNDRIES是利好
。但AMD如此做的原因,可能是相信晶圆硅的价格已经到了低谷,不太会有更低的空间里
,因此以固定价格换取其它协议的好处。我个人相信从技术和原材料上看,晶圆硅的价位
和利润已经跌无可跌了。
除非今年的硅晶圆的价格大幅度浮动,否则这个协议对AMD的股价的影响应该很小。
a*e
25 楼
Thanks for sharing. No share price changes yet.
固定
晶圆
间里
价位
【在 j****i 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: 这个协议对双方应该是有好处的,否则双方也不会签此协议。但好处不大,因为价格固定
: 之后,双方的预算和成本也都减少了不确定性。当然可能的负面影响是,如果原材料晶圆
: 硅今年的价格依然是下降的话,这对于AMD是利空;当然对于GLOBALFOUNDRIES是利好
: 。但AMD如此做的原因,可能是相信晶圆硅的价格已经到了低谷,不太会有更低的空间里
: ,因此以固定价格换取其它协议的好处。我个人相信从技术和原材料上看,晶圆硅的价位
: 和利润已经跌无可跌了。
: 除非今年的硅晶圆的价格大幅度浮动,否则这个协议对AMD的股价的影响应该很小。
固定
晶圆
间里
价位
【在 j****i 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: 这个协议对双方应该是有好处的,否则双方也不会签此协议。但好处不大,因为价格固定
: 之后,双方的预算和成本也都减少了不确定性。当然可能的负面影响是,如果原材料晶圆
: 硅今年的价格依然是下降的话,这对于AMD是利空;当然对于GLOBALFOUNDRIES是利好
: 。但AMD如此做的原因,可能是相信晶圆硅的价格已经到了低谷,不太会有更低的空间里
: ,因此以固定价格换取其它协议的好处。我个人相信从技术和原材料上看,晶圆硅的价位
: 和利润已经跌无可跌了。
: 除非今年的硅晶圆的价格大幅度浮动,否则这个协议对AMD的股价的影响应该很小。
j*7
30 楼
华尔街有一个最牛的hedge fund,2014第一季度大局建仓amd,还有一两个月就会公布
holding
holding
i*m
31 楼
boom boom pow!
i*m
34 楼
boom boom pow!!!
j*7
36 楼
http://video.cnbc.com/gallery/?video=3000263147&__source=yahoo%
cnbc pumping AMD just now!!
cnbc pumping AMD just now!!
s*d
37 楼
fuck 明天我出光
★ 发自iPhone App: ChineseWeb 7.8
【在 j****7 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: http://video.cnbc.com/gallery/?video=3000263147&__source=yahoo%
: cnbc pumping AMD just now!!
★ 发自iPhone App: ChineseWeb 7.8
【在 j****7 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: http://video.cnbc.com/gallery/?video=3000263147&__source=yahoo%
: cnbc pumping AMD just now!!
m*u
40 楼
他不是今天一天搞到这13万股的吧。
发信人: Noktard (小胖), 信区: Stock
标 题: Re: AMD breaking news tonight after market close
发信站: BBS 未名空间站 (Tue Apr 1 19:06:19 2014, 美东)
俺没有。AMD要被股版搞残了,图都有点变形了。
那个大仙搞了13万股,AMD的流通股才是NOK的20%, 13万股amd相当与65万股nok的比例
今天的日成交量才13M,1%!庄家不发觉怪了.
发信人: Noktard (小胖), 信区: Stock
标 题: Re: AMD breaking news tonight after market close
发信站: BBS 未名空间站 (Tue Apr 1 19:06:19 2014, 美东)
俺没有。AMD要被股版搞残了,图都有点变形了。
那个大仙搞了13万股,AMD的流通股才是NOK的20%, 13万股amd相当与65万股nok的比例
今天的日成交量才13M,1%!庄家不发觉怪了.
e*e
43 楼
Look like PS, font does not match.
j*7
44 楼
我五岁时候,一个小朋友跟我说他有2块钱,我跟他说,你丫吹牛逼
n*e
46 楼
这个可能是把一些SOC转到GF, 不一定说revinue 一定增加吧?
另外今年Read预计PC下降10%, 那么非PC 到50%不是很大的增加吧。
另外今年Read预计PC下降10%, 那么非PC 到50%不是很大的增加吧。
h*9
47 楼
This is possible. Another news today is that TSMC will delay NVDA's 20nm
maxwell GPU, probably making room for Apple's A8. So it's not impossible
that AMD also reduce some TSMC production because the capacity will be eaten
up by Apple. Anyway the delay for NVDA is indirect good news for AMD though.
【在 n********e 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: 这个可能是把一些SOC转到GF, 不一定说revinue 一定增加吧?
: 另外今年Read预计PC下降10%, 那么非PC 到50%不是很大的增加吧。
h*9
48 楼
固定
晶圆
间里
价位
Material price is one thing and capacity reservation is probably more
important.
【在 j****i 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: 这个协议对双方应该是有好处的,否则双方也不会签此协议。但好处不大,因为价格固定
: 之后,双方的预算和成本也都减少了不确定性。当然可能的负面影响是,如果原材料晶圆
: 硅今年的价格依然是下降的话,这对于AMD是利空;当然对于GLOBALFOUNDRIES是利好
: 。但AMD如此做的原因,可能是相信晶圆硅的价格已经到了低谷,不太会有更低的空间里
: ,因此以固定价格换取其它协议的好处。我个人相信从技术和原材料上看,晶圆硅的价位
: 和利润已经跌无可跌了。
: 除非今年的硅晶圆的价格大幅度浮动,否则这个协议对AMD的股价的影响应该很小。
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