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Sal Marvasti  

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  • The Greatest Threat To Intel In Data Centers Comes From IBM, Not ARM [View article]
    Interesting. Having just bought a Dell R630, I don't see Intel's dominance of servers for price performance and power ending anytime soon.

    Eventually ARM will get there, just as Intel used to be only in desktops. Remember the 1980's ?
    Nov 9, 2015. 05:03 PM | 1 Like Like |Link to Comment
  • Gulf Keystone Petroleum Valuation In Line With Regional Competitors [View article]
    Thanks for your article. Always felt Gkp was overvalued. Went short,at £1.87 based on similar analysis and went long hoil at 1.55. The issue with Iraq is government unstable and kurdistan operates in legal vacuum since the contracts are not with central government.
    80p is not guaranteed, civil war or a new wave of disputes and or lower oil prices combined with failing to meet productiom targets all can mean that we see 60p before the company stabilises.

    I didnt know SA publishes analysis on such stock
    Apr 26, 2014. 03:03 AM | Likes Like |Link to Comment
  • Thursday Will Likely Center Around PCs For AMD [View article]
    Excellent companion to my trading update. You explain in detail everything I glossed over.
    Apr 16, 2014. 11:02 AM | Likes Like |Link to Comment
  • Advanced Micro Devices - Should You Sell? [View article]
    Ps4 it was typo :)
    Apr 15, 2014. 10:27 PM | Likes Like |Link to Comment
  • Intel Earnings: What Goes Up Usually Comes Down [View article]
    It will be interesting to see impact on amd
    Apr 15, 2014. 06:58 PM | Likes Like |Link to Comment
  • More on Intel: Server CPU sales are healthy, mobile sales aren't [View news story]
    Ashraf was too bullish about Intel in mobile
    Apr 15, 2014. 06:33 PM | 1 Like Like |Link to Comment
  • Advanced Micro Devices - Should You Sell? [View article]
    I like simple models. Made me buy msft at $29 and sell at $37. Otherwise how do you know at what price it is worth selling your stock?
    Apr 15, 2014. 10:05 AM | Likes Like |Link to Comment
  • Advanced Micro Devices - Should You Sell? [View article]
    The upside is $4 in the short term... That's what the discount growth model is showing.
    Apr 15, 2014. 10:03 AM | Likes Like |Link to Comment
  • Advanced Micro Devices - Should You Sell? [View article]
    The best time to buy was when 140m shares were shorted.
    Apr 15, 2014. 10:01 AM | Likes Like |Link to Comment
  • Economic Outlook For Rest Of 2014: Acceleration [View article]
    One comment, pent up demand lots of unused cash in corporate accounts.
    that's where I completely agree.
    However, James ever heard of lots pent up demand causing inflation?

    I am buying gold and commodity stocks.
    Your conclusion is incorrect, we will have growth but mostly inflation.
    Apr 5, 2014. 03:18 AM | Likes Like |Link to Comment
  • A New AMD Is Emerging [View article]
    AMD 9/10 has disappointed on earnings
    Mar 29, 2014. 03:02 AM | 1 Like Like |Link to Comment
  • Why Does Buffett Like Tesco? [View article]
    Tesco is a good buy simply because of its property portfolio.

    It owns a lof of real estate in London too.
    Mar 25, 2014. 01:57 PM | 1 Like Like |Link to Comment
  • AMD: Geeks Gone Wild [View article]
    I am log time AMD fan but no longer shareholder. I really believe in the current OpenCL solutions on AMD GPU hardware, simply because since Tahiti it is excellent GPGPU for the money, running circles around Nvidia. Never again do we need to buy Nvidia for desktop GPU acceleration. However as a shareholder I agree with Ashraff. AMD is great at making good tech, but they are bad at making money. Selling Tahiti and OpenCl acceleration cheap is good for the enthusiast but bad for the shareholders... There is nothing in AMD roadmap that proves to me they will be making big money.... It proves they wont go bankrupt and are worth say $4
    Nov 22, 2013. 02:30 PM | Likes Like |Link to Comment
  • Talks over Iran's nuclear program stall [View news story]
    No other country has been under so much pressure just for enrichment. Obama is doing the correct approach of inspect and verify as enrichment is not illegal. There is only one hypocritical country in the MidEast which has not signed the NPT who doesnt want the people under its rule. It wants to ethnic cleanse the natives. And it is currently too powerful to be sanctioned, but things will soon be changing.
    Nov 11, 2013. 04:27 AM | Likes Like |Link to Comment
  • The IP Value At RealD Is The Real Deal [View article]
    Technically rld is a falling knife.

    one more bad quarter it will trade at $3. It has a relatively high amount of liabilities.

    interesting idea but i am staying away until a technical bottom.
    Sep 19, 2013. 11:04 AM | Likes Like |Link to Comment