Seeking Alpha
View as an RSS Feed

Charles Cooper  

View Charles Cooper's Comments BY TICKER:
Latest comments  |  Highest rated
  • AMD: So What Now? Part 1 - GVS Revenues [View article]
    Justin,
    Thanks for doing a great job following AMD so closely.
    Dec 30, 2013. 02:05 PM | 9 Likes Like |Link to Comment
  • The Latest Push On AMD Seems Invalid [View article]
    It actually went up because of John Byrne's comments at Raymond James conference ...
    Dec 10, 2013. 11:08 PM | 5 Likes Like |Link to Comment
  • AMD: Geeks Gone Wild [View article]
    You're speaking to another developer! Did you see the HSAIL (HSA Intermediate Language) spec? http://bit.ly/18PECQ0. Very nice stuff. There is work for even the Java runtime to target HSAIL, cf. http://bit.ly/18PEEal, so the developer masses will be able to accelerate their code with very little work.
    Nov 20, 2013. 10:21 AM | 5 Likes Like |Link to Comment
  • AMD: Geeks Gone Wild [View article]
    AMD Pulls In $100 For Every PS4 Sold http://zd.net/1hXg1Cg
    Nov 20, 2013. 12:28 PM | 4 Likes Like |Link to Comment
  • AMD: Geeks Gone Wild [View article]
    Thanks for all the positive feedback! Please let me know if there are any specific areas you would want me to write about in a follow up article.
    Nov 20, 2013. 10:26 AM | 3 Likes Like |Link to Comment
  • AMD: Geeks Gone Wild [View article]
    "Already 2/3 of all chips/SOCs sold in the world are made by the members of the HSA Foundation, so my bet is on them."

    Paranoid BearBullMan, where did you get that number? Thanks for the information.
    Nov 20, 2013. 10:24 AM | 3 Likes Like |Link to Comment
  • At $50 Billion, Facebook Is Deeply Undervalued [View article]
    @DD Sage:
    First of all, it's not proven that bots are actually running around clicking Facebook ads, it was a claim put forth by a small company. Not saying that they're lying, but if you go look at some of the comments at tcrn.ch/Mf742f, you can see some comments by real, large advertisers who say they don't really believe the claim.
    As to there being a lot of fake accounts -- not surprising, at all. Still, that doesn't hurt the bottom line for Daily Active Users, and in fact, it means that Facebook's revenue per user is actually higher than what people currently think it is.

    @borisb
    Good point. There is a style of investing called long-term investing, which involves trying to evaluate the potential value of companies several years out from now, not next week or next month. It is true that today's actual numbers are not that good, but Facebook is still squarely a growth company and should be evaluated as such.

    @mn1988
    Thanks for the feedback. I wasn't around back then, and I am aware that I have made many assumptions. However, I made a point of trying to be very conservative, and this is how the numbers turned out.
    Aug 2, 2012. 01:14 PM | 3 Likes Like |Link to Comment
  • Study finds Facebook "basically dead" to U.K. teens [View news story]
    I don't understand. A year ago everybody was talking about how Facebook would never be able to monetize its users because they are all teens. Now it turns out that the main users of Facebook are older, and with deeper pockets. What is the problem?
    Dec 27, 2013. 12:09 AM | 2 Likes Like |Link to Comment
  • Advanced Micro Devices' Management Presents at Raymond James Systems, Semiconductors, Software & Supply Chain Conference (Transcript) [View article]
    Looks like 'repeatable mythology' should be 'repeatable methodology' ;)
    Dec 10, 2013. 04:57 PM | 2 Likes Like |Link to Comment
  • Using Statistics To Detect Deleveraging In Apple Stock [View article]
    Thanks for the compliment. I haven't used the common definition here, but actually my definition is fully equivalent. Normally people just talk about beta between a security and an index, but I use it more generally to measure the relationships between arbitrary securities. You can read more about alpha and beta here: http://bit.ly/YXFxxI), and here: http://bit.ly/r6Mb0E).
    Feb 7, 2013. 07:41 PM | 2 Likes Like |Link to Comment
  • At $50 Billion, Facebook Is Deeply Undervalued [View article]
    You don't have to go to Facebook. It's real life. People talk about purchasing decisions all the time. Facebook is just another medium for doing so. With Google, you *cannot* have a conversation about something and have that influence your purchasing decision.

    Besides, why does it matter if the purchasing decision was already made? If Facebook posted a link to http://bit.ly/JRwzdH every time that somebody posted 'got a new iPad <3', I bet that they would get at least half as many clicks on the link as likes on the comment (see below), and they would be rolling in dough. I don't understand why this would take until 2015, and I think that this in fact gives Facebook a huge edge over Google Maps, Yelp, etc., because they have access to users while they are in "BROWSE mode" rather than "SEEK mode".

    ----------------
    Friend A
    iPad 3 ♥
    <Picture>
    Like · · Share · 9 hours ago ·
    X, Y, Z and 39 others like this.

    View all 26 comments
    Friend B <comment in Japanese>
    See Translation
    3 hours ago · Like

    Friend A <comment in Japanese>
    See Translation
    3 hours ago · Like
    Aug 2, 2012. 02:19 PM | 2 Likes Like |Link to Comment
  • At $50 Billion, Facebook Is Deeply Undervalued [View article]
    @versity
    Yes, you are right, the model does not work for attorneys. However, as you pointed out, it does work for dinner. What percentage of your annual income is spent on attorneys, and what percentage of your annual income is spent on dinner? More to the point, what percentage of the average Facebook user's income is spent on dinner? And, do people go to eat dinner where their friends eat dinner? Nobody thinks that Facebook is going to get lots of revenue from sticking ads for attorneys in your face like MySpace does.
    Aug 2, 2012. 01:36 PM | 2 Likes Like |Link to Comment
  • AMD: So What Now? Part 1 - GVS Revenues [View article]
    I second that. Shorter articles would be easier to digest. There is no shame in being prolific!
    Dec 30, 2013. 07:08 PM | 1 Like Like |Link to Comment
  • AMD Catches A Break [View article]
    What the success of bitcoin demonstrates is that having the network verify information democratically is a very powerful concept.

    The application of cryptographically verifying information flow transactions extends to basically anything. It is easy to imagine, for example, a network which verifies that messages have only been read by their intended recipient (keeping away those pesky NSA!). Such a network could be monetized by charging a fee per verification for example.

    Among other things, this implies that there will be a very large market in the future for cryptographic hardware. Not that this has any impact on the subject at hand -- AMD's stock price tomorrow -- but interesting to think about anyways.
    Dec 7, 2013. 03:15 AM | 1 Like Like |Link to Comment
  • AMD: Geeks Gone Wild [View article]
    Good point. I would like AMD to market more aggressively.
    Nov 26, 2013. 02:47 AM | 1 Like Like |Link to Comment
COMMENTS STATS
45 Comments
51 Likes