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Sal Marvasti

 
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  • It looks like AMD (AMD +1.9%) is made of teflon this week. A day after skyrocketing due to (very questionable) Intel buyout rumors, shares are up in spite of a downgrade to Neutral from Macquarie's Shawn Webster. While upbeat about AMD's PS4/Xbox 720 wins and considering forecasts for its core CPU/GPU business too bearish, he thinks shares are fully valued. given they trade "above the mid-point" of AMD's historical earnings and book value multiple ranges. The downgrade comes as archrival Intel names COO Brian Krzanich its next CEO[View news story]
    AMD gpu tech plus the focus to fight ARM in tables.
    The rumor started in a law firm working for Intel, they argued apparently that FTC concerns can be dismissed if Intel had such an inclinication. With quarterly declines of 10% or more in PC sales, lawyers can argue AMD is no longer the major competitor to Intel.

    Also AMD making ARM servers is a bigger threat to Intel than all the other firms with no experience in servers making ARM server chips.
    May 2 03:10 PM | Likes Like |Link to Comment
  • Intel: Something Big Is Coming On May 6 [View article]
    umm i.e. haswell does not sell well... If the fast enough is true for Ipad, what if Intel ends up eating its own lunch. It was the prime reason previous CEO ignored Atom for years!
    May 2 11:01 AM | 1 Like Like |Link to Comment
  • Intel: Something Big Is Coming On May 6 [View article]
    umm. no the problem is, what if silvermount eats intels lunch ?
    May 2 09:47 AM | 1 Like Like |Link to Comment
  • What's going on with AMD (AMD +14.4%)? The chipmaker's shares have taken off on volume that's 5x its daily average, even though no major news has hit the wires. Wells Fargo (Outperform) wrote this morning AMD has launched two new chips for its high-end FX desktop CPU line, and that its CPU pricing seems to be stabilizing, but it seems unlikely that's responsible for today's huge move. 16.9% of AMD's float was shorted as of April 15. Update: As SA commenters note, Intel buyout rumors appear to have played a role. Considering the antitrust issues, this rumor is even harder to swallow than the ones about Samsung and Qualcomm[View news story]
    The real jump may have bin the Intel bid rumour. There is implicit a knowledge that anti trust no longer relevant for Intel bid.
    It would be win win according to wall street journal
    May 1 08:12 PM | 2 Likes Like |Link to Comment
  • Why Microsoft Stock Is Going Up Despite Windows 8 Going Down [View article]
    I took most of profits off table once msft reached lower end of my projection {see my last article}. I bought earlier at $26 though.

    if u understand tech, u would know msft is not about windows.
    May 1 12:23 PM | 1 Like Like |Link to Comment
  • Microsoft: The Bears Are Wrong [View article]
    For Surface??? The rumor was about Surface in particular. Here MSFT is talking about PC market in general. Read this again:

    "
    As well, Intel’s fourth generation core processor will help enable new devices that combine performance benefits with power savings. Later in the year, we expect to see devices based on Intel’s upcoming Bay Trail Atom processor, which promises to deliver tablets and hybrid PCs with extended battery life at competitive prices.
    "
    Apr 19 10:27 AM | 2 Likes Like |Link to Comment
  • Nokia Results: The Good, The Bad And The Ugly [View article]
    Msft has a point. i just discovered the free office and Onenote on my el cheapo Lumia 620. Now I edit my thoughts on the fly and I cannot switch back to android. One note is awesome and free.
    A comparable Android costs about $25 less but that is well worth it when you consider you get Pocket Office + Nokia (Navteq) International GPS maps with no online connection required. Great when travelling.
    (the 620is replacement for lost 920)
    Apr 19 07:31 AM | 2 Likes Like |Link to Comment
  • Microsoft: The Bears Are Wrong [View article]
    Ashraaf knows about that rumor but deliberately ignored it.
    The leaks say temash is in and intel out at least in the new mid range surface pro. I have a link in one of my older articles.

    rumors can be wrong but they were right about xbox and ps4.
    Also Surface is high margin. Even 1-2 million surface rts is making msft money.
    Apr 19 07:20 AM | 2 Likes Like |Link to Comment
  • Google: Undervalued Or Overvalued? [View article]
    Major flaw in argument Google is spending money on Android with very little return. Market share is meaningless when companies like Amazon and Samsung are ripping the OS apart and installing their own application stores.
    Apr 14 02:12 PM | 3 Likes Like |Link to Comment
  • Intel, Microsoft, And AMD: It Gets Worse Before It Gets Better [View article]
    if intel doesnt make a dent in mobile, if TMSC Samsung catchup in manufacturing process, and if ARM takes off in Server world.
    Yes, there is a chance Intel will not exist in 20 years.
    Apr 13 09:11 AM | 1 Like Like |Link to Comment
  • Intel, Microsoft, And AMD: It Gets Worse Before It Gets Better [View article]
    Personally I think the reverse is true. AMD has already taken a large enough hit and they are big in non PCs from PS4 Xbox 720 onwards.
    They will continue to trade in the channel. They are already 20% shorted and headroom for more shorting is not too much.

    Microsoft will be fine as it is not a OS company. It operates in the DataCenter and in consumer space Xbox and Bing being notable upcoming cash cows.
    My worry is for NVDA, as it stagnates in tablets and returns cash, thus declaring that NVDA has no better ideas to spend the cash on .
    Same with Intel as it has not taken a proportional hit.
    Apr 12 01:58 AM | 1 Like Like |Link to Comment
  • Global PC shipments fell 13.9% Y/Y in Q1 to 76.9M units, per IDC. That surpasses Q4's 6.4% drop and Q3's 8.6% decline, and is steep even in light of IDC's recent commentary. IDC: "It seems clear that the Windows 8 (MSFT) launch not only didn’t provide a positive boost to the PC market, but appears to have slowed the market." H-P (HPQ) was the market's leader, but its share fell 200 bps Y/Y to 15.7%. #2 Lenovo (LNVGY.PK) saw its share rise 210 bps to 15.3%, and #3 Dell's rose 40 bps to 11.8%. Apple's (AAPL) U.S. share rose 60 bps to 10%, though U.S. Mac shipments fell 7.5% to 1.4M. [View news story]
    lol, microsoft is cloud tools and mobile. read the citi research
    Apr 10 05:17 PM | 3 Likes Like |Link to Comment
  • Microsoft (MSFT +3.6%) roundup: 1) Windows Phone 8 will be updated by year's end to support 1080p displays, The Verge reports. Given 1080p Android phones are already out, Microsoft needs this to happen quickly. 2) Microsoft's shift to a per-CPU-core licensing model from a standard per-CPU model for its SQL Server database and BizTalk middleware reportedly has enterprises worried about broader pricing changes. VMware can sympathize. 3) Microsoft has stepped up its "Scroogled" ad campaign, which assails Google's commitment to user privacy and search result objectivity. [View news story]
    possible depending on model. Past 300dpi I no longer care. So I was not impressed with Sony's new android or anything else. The Nokia 920 and Nexus 4 have more than enough clarity for me. In fact, having more pixels when u cannot see them, only makes the device slower.
    Apr 10 07:08 AM | Likes Like |Link to Comment
  • Advanced Micro Devices' Battlefield 4 Bundle Could Pay Off Big [View article]
    Nvidia is spending the resources on Tegra ? My explanation. Because they are more cash rich.
    Apr 10 04:22 AM | 1 Like Like |Link to Comment
  • Silicon Motion Could More Than Double In 2013 [View article]
    Ashraf, any ideas why it is so badly underperforming? its performing worst than AMD and Nvidia if bought at the same time.

    Is it a buy now?
    Apr 1 03:34 AM | Likes Like |Link to Comment
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