• Justin Jaynes
    $AMD - for the readers - more Kaveri SKUs coming I think - I just found this digging through $HPQ website
    6/4/14
    Reply (31)
    • Justin Jaynes: http://bit.ly/1tIA3Rr
      6/4/14
    • Neosephiroth86: justin read carefully this:http://bit.ly/1tIA5ci
      6/4/14
    • Justin Jaynes: email me on SA with the link with a space in it - I can't click URLs at work.
      6/4/14
    • Justin Jaynes: or give me a couple quotes from the article so I can use google magic to find it.
      6/4/14
    • 3D Investing: You mean HP's Elite 700 line up? it's all AMD http://bit.ly/1tIBIXa
      6/4/14
    • Justin Jaynes: yes and no Tri - I mean specifically the A10 pro desktop line that hasn't been announced yet
      6/4/14
    • Justin Jaynes: the elite mini desktop PC looks to be ~1.5-2x the size of an external usb dvd connector
      6/4/14
    • Justin Jaynes: and uses what looks to be a fully enabled Kaveri with 4 CPU cores @ 3.5 GHz and the full R7 iGPU, and fits in something just bigger
      6/4/14
    • Justin Jaynes: than a dvd drive
      6/4/14
    • 3D Investing: Maybe this PC market/economic decline is good for AMD after all. It's forcing Intel and every other business to watch their budget.
      6/4/14
    • Neosephiroth86: well justin it's davinder kumar saying at BOFAML conference " one or two semi custom design wins before the end of the year"
      6/4/14
    • Neosephiroth86: and one or two going forward, but basically it seems that at least the ones for this year are already inked,very confident on the ones next
      6/4/14
    • 3D Investing: I'm more interested in Lenovo and Dell's response. Getting a full line up from Lenovo will be the biggest news for Kaveri
      6/4/14
    • 3D Investing: What I want to know is the 200-500M per contract. Is that annual or total for each contract. Chances are, it's each. I'll take it still :)
      6/4/14
    • Justin Jaynes: I believe it's total for each over the lifetime of their products - AMD has mentioned these several times - you have to piece together what
      6/4/14
    • Justin Jaynes: has been said by both John Byrne and Devinder at various conferences.
      6/4/14
    • 3D Investing: Don't care what it is at this point. I only care about accretive revenue and when it will happen. They need the cash boost to launch servers
      6/4/14
    • 3D Investing: Once again, their CFO is hammering server as the main driver for 2015 and the 50% goal. I think we might see $10 shares in 2015
      6/4/14
    • Justin Jaynes: my guess would be a nintendo console, and probably some sort of set top box solution
      6/4/14
    • 3D Investing: Steambox, Nintendo, maybe custom server chip for a supercomputer. It makes sense using an APU instead of CPU + Tesla
      6/4/14
    • Justin Jaynes: if it turns out to be a nintendo console, my guess is that even $500M over the life of the product would be heavily sandbagged
      6/4/14
    • 3D Investing: They're saying 1-2 this year and 1-2 next year. So It's at least 3 contracts. $600-1500M rev in the next 2-3 years. Not a lot but not bad
      6/4/14
    • 3D Investing: I would say the semi custom business contracts would increase YoY since they're gaining attention.
      6/4/14
    • Justin Jaynes: semi-custom revs + server traction by 2016 would make me a happy man. I've quit playing in AMD leaps at this price and just buying stock
      6/4/14
    • 3D Investing: I've got plenty of common shares. Also loaded up over 500 contracts just in case I want more shares down the road.
      6/4/14
    • Justin Jaynes: when is your expiry? are you buying 2015s or 2016s? (I've still got quite a few 2015s from before, just not buying anymore)
      6/4/14
    • muishin: Probably the nintendo console/device for emerging markets. Kumar mentioned he was excited about consoles in China, proly not the 100k xboxs
      6/4/14
    • muishin: Nintendo is holding an event on june 10, maybe we get more clues, but probably no hardware announcements.
      6/4/14
    • kjurden: @JustinJaynes. Have any insite to the following article. http://onforb.es/ScrSAV
      6/5/14
    • Justin Jaynes: what's the article title? can't open the link
      6/5/14
    • kjurden: Apple's WWDC Preview Of OSX Yosemite Code Points To New 4K Retina iMacs By Ewan Spence
      6/5/14