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AMD Fell Short Of Expectations, So What Now?
- AMD came in just under expectations on earnings, but in my opinion it was the Q3 guide that caused the stock to tumble.
- Analyst revisions could trigger further downside.
- Competition could stifle growth in the near term, leaving AMD rangebound until spurred on by an extrinsic catalyst.
What Intel's Numbers Mean For AMD
- Intel reported a strong quarter.
- Intel's numbers will likely set the bar high for AMD.
- This could add some uncertainty and volatility surrounding AMD's earnings.
- The short interest in AMD makes it a likely target in the event of an earnings miss.
Nvidia And AMD: Higher Resolutions Could Trigger Higher Revenues
- Greater than HD resolutions are becoming more common.
- Even at Full HD resolutions, modern games are eating away more GPU resources.
- More processing power, and especially higher amounts of memory, could expedite upgrade cycles among gamers.
AMD: Competitive Concerns With Intel And Nvidia
- Although I'm overall bullish on AMD, I often like to share my concerns regarding the company.
- Nvidia has introduced a very efficient next generation architecture.
- Intel is rumored to be increasing memory bandwidth and performance for their integrated graphics, which could close the lead AMD holds over Intel.
AMD: Digesting And Adding To Digitimes' GPU Article
- Digitimes put out a note concerning a sharp drop in GPU shipments due to inventory concerns.
- I do believe the concerns are valid for the specific portion of the GPU market in question.
- As far as I'm aware, the Digitimes article only addresses the AIB (Add-in Board) portion of the GPU market.
- There are other areas that I feel should also be considered to obtain a more accurate picture.
AMD: Mobile Kaveri And Semi-Custom Better Explained
- AMD recently launched the mobile Kaveri platform targeted at higher performance notebook PCs.
- These new notebook chips, at initial glance, look like they will improve AMD's standing in the notebook space.
- Recent tidbits revealed by AMD have given some additional clarity into the semi-custom business.
What More Frequent Console Releases Could Mean For AMD
- AMD has recently suggested we could see faster console releases from the major players.
- Faster console releases would prevent the hardware gap between PC gaming and consoles that appears late in product lifecycle.
- The move away from proprietary hardware benefits consumers, AMD, and device makers.
AMD's Ambidextrous Approach Grows ARMs
- Offering both x86 and ARM chips will drastically expand AMD's TAM (total addressable market).
- Growth from these chips will likely not be a catalyst until 2015 or 2016.
- New x86 cores could rejuvenate AMD's PC business, but again this is a story for 2016.
Nintendo Should Partner With AMD To Dominate The Chinese Console Market
- Despite my bullishness on AMD regarding next generation consoles, I have seen next generation console efforts in China as dubious.
- Nintendo announced the company is planning to address this market with specifically targeted hardware.
- Cheap consoles and cheap games made by a company with its DNA in gaming could help Nintendo succeed in China.
AMD Looses Puma At Mobile Computing
- I believe AMD's "little" cores will be some of the bigger catalysts for the company in 2014.
- AMD just launched the new low powered chips designed for the mobile space.
- Initial reviews show AMD competing with Intel's top of the line Bay Trail in CPU performance and trouncing it in GPU performance.
AMD Should Strategically Target Chinese Gamers
- Barriers to entry will impede the progress of next-generation consoles in China.
- China has a multi-billion dollar game market that is largely dominated by genres well-suited for AMD's strengths.
- A major catalyst like this could very easily drive the next leg higher for AMD's shareholders.
The Scariest Graph I Can Show AMD Shorts
- Seasonally, game consoles peak in the back half of the year.
- Historically, game consoles peak in the third year.
- Although AMD still faces challenges, many of the "straw men" created to attack it are no longer feasible.
Thursday Will Likely Center Around PCs For AMD
- The PC market will likely be one of the deciding factors Thursday afternoon when AMD reports.
- AMD has taken steps to mitigate many concerns.
- The lack of information surrounding AMD's upcoming mobile APUs make Computing Solutions revenues difficult to predict.
AMD: The New Puma Chip As A Catalyst In Mobile
- AMD's has advertised big performance per watt gains for the upcoming Puma chips.
- Examining the Jaguar design makes the performance gains highly plausible.
- Looking at information published following MWC (mobile world congress), combined with Geekbench 3 data and AMD's press data, we will explore Mullins performance potential.
Advanced Micro Devices' Biggest Catalyst For 2014 Is The 'Little' Chip
- AMD's "Jaguar" architecture is, in my opinion, one of the company's most competitive products.
- The TAM (Total Addressable Market) for the Jaguar chip, based on number of units, is larger for Jaguar than most other products.
- As Jaguar derivatives roll out for the desktop, AMD will also be refreshing the mobile versions of the chip.
- AMD: A Review Of Kaveri
- AMD: Looks Like More Of The Same On Earnings
- A Look At HEVC And How It Pertains To Advanced Micro Devices
- My Thoughts On AMD Leading Into Earnings
- AMD: A Preview Of The Kaveri Release
- AMD: So What Now? Part 1 - GVS Revenues
- AMD: Leaks Reveal A Dose Of Reality About The Low End Of The PC Space
- AMD: So How Much Does The Interest In Litecoins Matter For AMD?
- AMD: Q4 Could Show Further Lack Of Dependence On PCs
- Advanced Micro Devices: Consoles And Semi-Custom More Profitable Than Expected
- AMD: Consoles, Kaveris, And Wafers
- Advanced Micro Devices: Cutting Through The 'Noise' And FUD
- Advanced Micro Devices: An In-Depth Look At Steamroller And The Upcoming Kaveri APU
- Advanced Micro Devices: Quantifying The Impact Of The R9-290X And Mac Pro
- Advanced Micro Devices: A Look At The Recent Share Price Decline
- Advanced Micro Devices: Dispelling Misconceptions About AMD PC Market Share
- Advanced Micro Devices: A Look At Q3 Earnings