據AMD公司主席兼首席執行官Hector Ruiz透露,如果沒有清楚的跡象顯示公司“走上領導地位以及具有可盈利能力”,那么,將考慮退出非核心業務。

此舉是公司恢復其可盈利能力所采取的若干步驟當中的一個。AMD以前曾經表示,它將削減10%的人力,現在正在考慮更為寬廣的組織再造選項,從而可能導致進一步的裁員以及可能的業務單位裁減。

“我們正在著手對公司進行重大重組,”Ruiz在于分析師進行的電話會議(4月17日)期間表示,“我們需要熱情地仔細審查我們的非核心業務并再次制定適合于我們實現增長和可盈利能力的計劃和發展路線。如果沒有這些辦法,我們將退出那些業務。”

在公司1年以前發布的計劃中,AMD采取了它所描述的資產智能制造計劃,Ruiz拒絕提供改變戰略重心的細節,承諾不久將解決這個問題。

“我們已經在資產智能戰略上取得了重大進展,我非常希望我們能夠就未來這個相當復雜的努力展開詳細的溝通,”Ruiz在電話采訪中談及第一季度情況時說道。

“在那個時候,我們認為我們也將有機會為所加強的重點和業已增加的靈活性而進一步重組公司,與此同時,讓我們處于更有利的位置以提供可持續、可盈利的增長,”Ruiz表示。

哪些業務對于AMD來說是戰略性的？

AMD公司有三個運營單位,包括計算解決方案、圖形以及消費電子。在公司第一季度的營業收入中,計算部門占幾乎80%且錄得營運損失為1.6億美元。

該季度圖形部門錄得2.3億美元的營業收入和1100萬美元的營業損失,而消費電子部門的營業收入為8100萬美元且營業損失為800萬美元。

因為AMD考慮MPU和圖形IC核心業務,可以假設公司計劃保留這兩個業務,而退出其它的單位。公司也可能調整產品組合,甚至在微處理器和圖形半導體單位內部。

即使AMD推出消費電子業務,這不足以恢復公司的可盈利能力。

這家身陷困境的半導體公司正在與其競爭對手英特爾公司為了微處理器市場份額而展開斗爭。

根據這家位于加州太陽谷的公司首席財務官Robert Rivet的說法,公司最近一個季度財務狀況的特點就是“最糟糕的。”

公司第一季度的凈損失減少至億美元,或每股59美分,而去年同一季度的凈損失為億美元或每股美元。

較之于2007年第一季度12.3億美元的營業收入,今年同期的營業收入上升了22%,達到1.5億美元,但是,比2007年12月預期的15%下降要更多。

翻頁查看英文原文:

AMD ponders future

Advanced Micro Devices Inc. said it will consider exiting non-core businesses if these don't show clear signs they "are on a healthy path to leadership and profitability," according to chairman and CEO Hector Ruiz.

The move is part of steps being taken by the company to restore its operations to profitability. AMD has previously said it will cut 10 percent of its workforce and is now considering a wider range of reorganization options that could result in deeper cuts and possible business unit disposal.

"We are embarking on a significant restructuring of our company," Ruiz said during a conference call with analysts on Thursday (April 17.) "We need to intensely scrutinize our non-core businesses and revisit their strategic fit into our plans and their path to growth and profitability. Absent these, we will exit those businesses."

As with a previous plan announced by the company one year ago to adopt what AMD has described as asset-smart manufacturing, Ruiz declined to provide details of the changing strategic focus, promising instead to address the issue soon.

"We have made significant progress in our asset-smart strategy and I am very hopeful that we will be able to communicate details of this rather complex effort in the near future," Ruiz said during a conference call on the company's first quarter results.

"At that time, we believe we will also have an opportunity to further restructure the company for increased focus and added flexibility while placing us in a better position to deliver sustainable, profitable growth," Ruiz said.

Which businesses are strategic for AMD?

AMD has three operating units, including computing solutions, graphics and consumer electronics. The computing division accounted for almost 80 percent of the company's first quarter revenue and recorded an operating loss of $160 million.

The graphics segment reported revenue of $230 million for the quarter and operating loss of $11 million, while the consumer electronics division with $81 million in revenue posted operating loss of $8 million.

Since AMD considers MPU and graphics IC core businesses, it can be assumed the company plans to keep the two while dumping any other units. It's also possible the company could trim product portfolio even within the microprocessor and graphics semiconductor units.

Even if AMD exits the consumer electronics business, this would not be enough to restore the company to profitability.

The embattled semiconductor company is struggling in its battle with rival Intel Corp. for market share in the microprocessor sector.

Its latest quarterly results were "characterized by poor top line performance," according to Robert Rivet, chief financial officer at the Sunnyvale, Calif., company.

The company's first quarter net loss narrowed to $358 million, or 59 cents per share, from $611 million, or $ per share, in the year-ago quarter.

Revenue rose 22 percent during the same period to $1.5 billion, from $ billion in the first quarter of 2007 but dropped a wider than expected 15 percent from the December 2007 quarter.