x86 64 patents. Server patents Server maintenance (crays and many active servers still running opterons) Graphics patents. GPU +CPU Uma patents. HSA standard patents. AMD ventures which is venture capital fund that also buys stakes in small software companies
attribute $1.5 to gpu $2 to cpu + apu $.3 to patents and .5 to venture capital fund
Going private is not acquisition. Just a change in the way accounting works and shareholders work. It will eliminate the "shorters" and give company more leeway to negotiate with the creditor banks if there ever is a need to. Anyone who wanted AMD at $1.80 would have had to consider 30% shorted shares. An offer would have caused a short squeeze resulting in min 2x share price. Going private is usually done if the shareprice lags "real" value for extended periods of time. Just my 2 cents, though I don't have the talent to make this in an article without spending a whole weekend trying to do it.
again your are doing this undeserved confidence in your views. That is probably what gets on the nerve of some of your readers occasionally. But I admit it is good for page views.
Ok sorry, I did not mean everything you write. You write about so many stocks, but PC stocks particularly :) I hope you learn just like I learned a lot by following seeking alpha. No one's perfect but some of your articles are incredibly sure either positive or negative; they tend to be proven wrong. I guess your article would be more complete if you had considered such "non" standard options. The fact that Mubadala made a loss on the original purchase is non issue. AMD made a loss on buying ATI too. While I am not sure of a takeout offer pending, I do not dismiss the possibility .
Did thq have unique tech ? I will tend to take opposite positions to a lot of your advice. Not bragging but when you tipped nvda at 13.50 guess who was shorting nvda ?
Though Intel's (INTC) superb credit rating has allowed it to issue dirt-cheap debt to finance buybacks, "leverage works best when a company is growing," cautions Bernstein's Stacy Rasgon. The chip giant's aggressive cash-return strategy has already led net cash to fall below $5B, its lowest level since '95. Now, with weak PC demand pressuring sales, capex about to surge, and a 4.2% dividend soaking up over half of free cash flow, Intel probably has little choice but to either slow its buyback activity or further weaken its net cash balance. [View news story]
Samir, correlation divergence calls for a correction. Take your pick: 1-Intel's debt rating will drop soon 2-Intel's stock price will rise soon.
I suspect the analyst is correct, 1 will happen before 2 starts to happen.
Ashraf, you forgot one major point. AMD can go private. Umm, I will leave the rest to your clever imagination. Your article is a rehash of knowns try to think outside the box, or at least help your readers. If you want to profit in investing see the lion that is hiding in the grass. Who bought Dell again? 3 $billion for 5 $billion in revenue is spare change for most private funds. Your arguments actually sound like a short thesis on Intel. With x86 Intel has to compete with zero margin chinese SoC's....
How Microsoft Is Breaking The Windows Siege [View article]
At some point microsoft will go after these companies policies probably forcing them to install Linux. Because a laptop with no OS clearly is a target market for piracy.
How Microsoft Is Breaking The Windows Siege [View article]
Shah normcf, they are not available in developed markets. Imaging going to a PC retailer, and asking for a Lenovo with no OS. The PC retailer would have no customers for such a laptop, as the average person does not want Linux and a Western company cannot install a pirate version of Windows. In India, the retailer will say, buy this lenovo, I will install a pirate version of windows. If you want the genuine one pay 10% more.
If any UK retailer stocks these laptops they would raise the eyebrows of Anti Piracy watchdogs. A laptop with no OS is useless, other than to a the 5% who are tech savvy and can install a Linux version and recompile the kernel if drivers are missing.
Skullcandy: Is There Hope For This Former High Flier? [View article]
Ashraf you are smart, Charles, read investment literature. Buffets loves the lemon juice comparison. It does mean simple business with low barrier to entry.
Skullcandy: Is There Hope For This Former High Flier? [View article]
Skullcandy is in a lemon juice stand business. Nothing to distinguish itself. It has not the research base or technical prowess of Bose and even Beats Audio, nor the depth of manufacturing capability of the likes of Sony. I would stay away.
Some Thoughts On Nvidia's Tegra Strategy [View article]
Until Kepler is in mobile and we have power consumption figures my advice as an investor is only to trade Nvidia in the sideways channel. From the specs Tegra 5 is their make or break product. 4 is not the revolution yet.
AMD Buyout? [View article]
Server patents
Server maintenance (crays and many active servers still running opterons)
Graphics patents. GPU +CPU Uma patents.
HSA standard patents.
AMD ventures which is venture capital fund that also buys stakes in small software companies
attribute $1.5 to gpu
$2 to cpu + apu
$.3 to patents
and .5 to venture capital fund
i would say 3.5- 4 min take private price.
How Microsoft Is Breaking The Windows Siege [View article]
AMD Buyout? [View article]
Anyone who wanted AMD at $1.80 would have had to consider 30% shorted shares. An offer would have caused a short squeeze resulting in min 2x share price. Going private is usually done if the shareprice lags "real" value for extended periods of time. Just my 2 cents, though I don't have the talent to make this in an article without spending a whole weekend trying to do it.
AMD Buyout? [View article]
AMD Buyout? [View article]
I hope you learn just like I learned a lot by following seeking alpha. No one's perfect but some of your articles are incredibly sure either positive or negative; they tend to be proven wrong. I guess your article would be more complete if you had considered such "non" standard options. The fact that Mubadala made a loss on the original purchase is non issue. AMD made a loss on buying ATI too. While I am not sure of a takeout offer pending, I do not dismiss the possibility .
AMD Buyout? [View article]
Though Intel's (INTC) superb credit rating has allowed it to issue dirt-cheap debt to finance buybacks, "leverage works best when a company is growing," cautions Bernstein's Stacy Rasgon. The chip giant's aggressive cash-return strategy has already led net cash to fall below $5B, its lowest level since '95. Now, with weak PC demand pressuring sales, capex about to surge, and a 4.2% dividend soaking up over half of free cash flow, Intel probably has little choice but to either slow its buyback activity or further weaken its net cash balance. [View news story]
Take your pick:
1-Intel's debt rating will drop soon
2-Intel's stock price will rise soon.
I suspect the analyst is correct, 1 will happen before 2 starts to happen.
AMD Buyout? [View article]
AMD Buyout? [View article]
3 $billion for 5 $billion in revenue is spare change for most private funds.
Your arguments actually sound like a short thesis on Intel. With x86 Intel has to compete with zero margin chinese SoC's....
How Microsoft Is Breaking The Windows Siege [View article]
How Microsoft Is Breaking The Windows Siege [View article]
How Microsoft Is Breaking The Windows Siege [View article]
The PC retailer would have no customers for such a laptop, as the average person does not want Linux and a Western company cannot install a pirate version of Windows. In India, the retailer will say, buy this lenovo, I will install a pirate version of windows. If you want the genuine one pay 10% more.
If any UK retailer stocks these laptops they would raise the eyebrows of Anti Piracy watchdogs. A laptop with no OS is useless, other than to a the 5% who are tech savvy and can install a Linux version and recompile the kernel if drivers are missing.
Skullcandy: Is There Hope For This Former High Flier? [View article]
Skullcandy: Is There Hope For This Former High Flier? [View article]
Nothing to distinguish itself. It has not the research base or technical prowess of Bose and even Beats Audio, nor the depth of manufacturing capability of the likes of Sony.
I would stay away.
Some Thoughts On Nvidia's Tegra Strategy [View article]
From the specs Tegra 5 is their make or break product. 4 is not the revolution yet.