Seeking Alpha
  • Justin Jaynes
    $INTC - Looks like $AMD may get a little breathing room with Kaveri http://bit.ly/19iqaUv
    12/11/13
    Reply (23)
    • Justin Jaynes: 22nm desktop Haswell refresh = lower power and some clock bumps is what it looks like, all leaks so may change
      12/11/13
    • Ashraf Eassa: Doubt it. High end APUs don't sell on GPU performance, and Broadwell will make life hard in ultra-thins/notebooks.
      12/11/13
    • Justin Jaynes: @AE - then how do you reconcile the fact that AMD has been gaining market share in desktops as of late?
      12/11/13
    • Justin Jaynes: "So we have actually gained 2.5 points of share over the past two quarters in the desktop market." - http://seekingalpha.com/a/14i99
      12/11/13
    • 392334: Here's a link that's not from AMD: http://bit.ly/19zA8NH
      12/11/13
    • jibje2: Exactly, more discrete customers means more custom chips.
      12/11/13
    • Ashraf Eassa: if $AMD is gaining share in desktops, then holy $#!% are they getting railed in the notebook market.
      12/11/13
    • Justin Jaynes: This is known, and was answered during the Q3 conference call: Look at Romit Shah's question http://seekingalpha.com/a/11kge
      12/11/13
    • Justin Jaynes: around 10% decline in notebook revs during Q3 according to Nomura analyst
      12/11/13
    • Ashari: @Asharf, AMD's notebooks are doing very well in Europe, 10% up in a shrinking market http://bit.ly/J99ogv
      12/12/13
    • Ashari: don't know about the rest of the world, can you tel us where you get the idea that AMD is "getting railed in the notebook market"
      12/12/13
    • Ashraf Eassa: @ Ashari - Do you know how to read financial statements?
      12/12/13
    • Market DJ: AE? Do you know how to READ BETWEEN THE LINES???
      12/12/13
    • Ashari: @Asharf that refers to Q3, I'm talking about Q4, look up the link in my post once more, it's not me who fails in basic reading skills
      12/12/13
    • Market DJ: I agree with you Ashari.... AE... Do you know how to read?
      12/12/13
    • Ashari: my question is still valid though ,AMD is doing fine in Europe but that doesn't necessarily translate to the rest of the world
      12/12/13
    • Market DJ: Money is money... I don't care what part of the world you are in :)
      12/12/13
    • Justin Jaynes: personally I'm holding off on trusting some of these reports - I've never heard of CONTEXT - guys who did the european study
      12/12/13
    • Justin Jaynes: regarding laptop market share - it may be legit - but I want to research the source more
      12/12/13
    • Justin Jaynes: http://bit.ly/IHxa3e http://bit.ly/IHx8IG claiming AMD was grabbing 70% market share instead of 30
      12/12/13
    • Justin Jaynes: as much as I want to believe this one, doesn't seem realistic
      12/12/13
    • Ashari: that tweet refers to current GPU sales, likely high-end cards only, considering the Litecoin craze it doesn't seem unrealistic
      12/12/13
    • Ashari: link to Context's report: http://bit.ly/1e7YsOm and their website: http://bit.ly/1e7YsOo
      12/12/13