Seeking Alpha
  • Justin Jaynes
    $AMD - Good job bloomberg and Wedbush - I've been saying this for weeks: http://bloom.bg/1cMoK5V
    1/3/14
    Reply (17)
    • Sean Chandler: Yep. Nice call. I remember reading your AMD article on Litecoin
      1/3/14
    • pemoj: They talk about Bitcoin, what about Litecoin for the next year? Hope AMD manufactures Bitcoin/Litecoin miners soon...
      1/3/14
    • Andreas Hopf: Short-lived fad in my view, a few thousand nerds buying AMD cards for "mining" bogus "currency" does no sustainable business growth make.
      1/3/14
    • Andreas Hopf: I want to see Rory Read's envisioned transition away from the traditional PC market take hold for good.
      1/3/14
    • pemoj: I know Andreas but the key point is hype: Radeon sales, 65% market share in 6-12-24 months, sold out.
      1/3/14
    • Mauro Alt: Absolutely agree with Andreas, maybe it will affect a quarter or two but that's it.
      1/3/14
    • Brandon68: Not a bad way to clear out old 7xxx series inventory to make room for R7 and R9 cards though!
      1/3/14
    • Andreas Hopf: Sure, hype is ok. Sustainable growth is preferable. I got into $AMD at around €1 and am in it for the long term. Hype is good if you trade.
      1/3/14
    • Andreas Hopf: The latest AMD FirePro driver update BSOD'ed all simulation PCs in my company in December, wasting much time, so it should be a sell : )
      1/3/14
    • Andreas Hopf: What I'm saying is that high end graphics card sales are surely good; but AMD has to do as Mr. Reid explained during the last call.
      1/3/14
    • Mike Wasilewski: And rebrand from "HD" to "R9" helped, 2 months ago i got a HD7950, $200+3 free games. Closest equivalent is R280x sitting at $400 = HD7970
      1/3/14
    • Mike Wasilewski: http://bit.ly/1diG5zZ R270 at 200 which has 1GB less vram correction the R280x is $420 on newegg. what great timing :)
      1/3/14
    • Mike Wasilewski: If i remember correctly the 7970 was around 250ish B4 the hype started, so i hope theyre charging the OEMs higher with the equivalent R9s
      1/3/14
    • pemoj: Asking for professional help a vendor will say that, or "Radeon cards are sold out". "Is AMD that good?", you´ll think. That´s a HUGE hype.
      1/4/14
    • pemoj: I call "hype" to this: for the next 6-12-24 months Radeon 70% - Nvidia 30% market share thanks to Litecoin miners. (more to follow)
      1/4/14
    • Mauro Alt: Hopefuly on the 6th we won't see an AMD version of NVDA shield, that would make me sell everything 1.5 seconds later ahaha
      1/5/14
    • Andreas Hopf: That gaming tablet that just leaked looks quite much better. Last game I played was PONG in 1976, so I might be wrong.
      1/5/14