大丈夫? AMD

AMDの減損について報じられたばかりですが、AMDの新チップバルセロナの開発の遅れが心配されているようですな。

Mercury News

来期第１Qには広く販売できるとAMDは説明しているようですが、

The products have been held up by design glitches and a bug, which AMD says it has now repaired. Analysts said the delay means AMD's revenue for the time being will largely come from its less-expensive older chips, instead of its premium-priced new products.

遅れは低単価製品の売り上げが続くことを意味すると。


To recover may take longer than AMD projects. "Intel really has the edge in performance," said Martin Reynolds, vice president at research firm Gartner. "It isn't clear they can fix that in the next six to nine months."


AMDが言うよりもっと長い時間かかる可能性もある、なぬ、９ヶ月?

Chief Executive Hector Ruiz projected the company would exit the second quarter at break-even on an operating basis and would be profitable in the third quarter.

第２Qには黒字転換するとCEOは強気なんですけどね・・・。

ホンマかいな、というお話でした。