Seeking Alpha

Justin Jaynes

 
View as an RSS Feed
View Justin Jaynes' Articles BY TICKER:
  • AMD Fell Short Of Expectations, So What Now?
    Fri, Jul. 18 AMD 99 Comments

    Summary

    • 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
    Wed, Jul. 16 INTC, AMD 166 Comments

    Summary

    • 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
    Thu, Jul. 10 AMD, NVDA 28 Comments

    Summary

    • 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
    Tue, Jul. 1 INTC, NVDA, AMD 77 Comments

    Summary

    • 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
    Thu, Jun. 19 NVDA, AMD 52 Comments

    Summary

    • 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
    Wed, Jun. 18 AMD 27 Comments

    Summary

    • 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
    Tue, Jun. 10 MSFT, NTDOY, SNE 75 Comments

    Summary

    • 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
    Tue, May. 13 ARMH, INTC, AMD 90 Comments

    Summary

    • 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
    Thu, May. 8 MSFT, SNE, NTDOY 65 Comments

    Summary

    • 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
    Wed, Apr. 30 INTC, AMD 145 Comments

    Summary

    • 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
    Thu, Apr. 24 AMD 42 Comments

    Summary

    • 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
    Thu, Apr. 17 INTC, AMD 131 Comments

    Summary

    • 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
    Tue, Apr. 15 INTC, NVDA, AMD 204 Comments

    Summary

    • 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
    Wed, Apr. 9 INTC, SOXL, USD 125 Comments

    Summary

    • 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
    Mon, Apr. 7 INTC, AMD 90 Comments

    Summary

    • 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
    Sat, Jan. 25 AMD 173 Comments
  • AMD: Looks Like More Of The Same On Earnings
    Wed, Jan. 22 INTC, AMD 149 Comments
  • A Look At HEVC And How It Pertains To Advanced Micro Devices
    Wed, Jan. 15 INTC, AMD 43 Comments
  • My Thoughts On AMD Leading Into Earnings
    Wed, Jan. 8 AMD 170 Comments
  • AMD: A Preview Of The Kaveri Release
    Tue, Jan. 7 INTC, AMD 114 Comments
  • AMD: So What Now? Part 1 - GVS Revenues
    Dec. 30, 2013 AAPL, INTC, MSFT 111 Comments
  • AMD: Leaks Reveal A Dose Of Reality About The Low End Of The PC Space
    Dec. 20, 2013 INTC, AMD 84 Comments
  • AMD: So How Much Does The Interest In Litecoins Matter For AMD?
    Dec. 11, 2013 COIN, AMD 169 Comments
  • AMD: Q4 Could Show Further Lack Of Dependence On PCs
    Dec. 10, 2013 INTC, MSFT, NVDA 52 Comments
  • Advanced Micro Devices: Consoles And Semi-Custom More Profitable Than Expected
    Nov. 25, 2013 INTC, MSFT, SNE 149 Comments
  • AMD: Consoles, Kaveris, And Wafers
    Nov. 22, 2013 AMD 133 Comments
  • Advanced Micro Devices: Cutting Through The 'Noise' And FUD
    Nov. 8, 2013 AMD 381 Comments
  • Advanced Micro Devices: An In-Depth Look At Steamroller And The Upcoming Kaveri APU
    Oct. 28, 2013 INTC, NVDA, AMD 113 Comments
  • Advanced Micro Devices: Quantifying The Impact Of The R9-290X And Mac Pro
    Oct. 25, 2013 NVDA, AMD 46 Comments
  • Advanced Micro Devices: A Look At The Recent Share Price Decline
    Oct. 23, 2013 NVDA, AMD 85 Comments
  • Advanced Micro Devices: Dispelling Misconceptions About AMD PC Market Share
    Oct. 21, 2013 INTC, AMD 60 Comments
  • Advanced Micro Devices: A Look At Q3 Earnings
    Oct. 18, 2013 AMD 67 Comments
More on AMD by Justin Jaynes