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Sal Marvasti

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  • AMD Buyout? [View article]
    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 .
    Mar 22 01:22 PM | 1 Like Like |Link to Comment
  • AMD Buyout? [View article]
    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 ?
    Mar 22 12:43 PM | 2 Likes Like |Link to Comment
  • 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.
    Mar 22 12:40 AM | Likes Like |Link to Comment
  • AMD Buyout? [View article]
    Glad so many are sure AMD will not survive. It's called contrarian positioning, thats how I win.
    Mar 22 12:27 AM | 2 Likes Like |Link to Comment
  • AMD Buyout? [View article]
    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....
    Mar 21 11:42 PM | 1 Like Like |Link to Comment
  • How Microsoft Is Breaking The Windows Siege [View article]
    In India I bet my life they do! :) I have been there. Anti piracy does not make sense in a country where average wages are $500 per month or less.
    Mar 21 11:36 PM | 1 Like Like |Link to Comment
  • 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.
    Mar 21 11:35 PM | Likes Like |Link to Comment
  • 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.
    Mar 21 11:32 PM | 2 Likes Like |Link to Comment
  • 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.
    Mar 20 10:53 PM | Likes Like |Link to Comment
  • 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.
    Mar 20 08:44 PM | Likes Like |Link to Comment
  • 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.
    Mar 20 07:38 PM | 1 Like Like |Link to Comment
  • Some Thoughts On Nvidia's Tegra Strategy [View article]
    One thing I would like to add, Nvidia always works hard to eventually get it right. So in 1996 when they invented a test GPU with a RISC processor built into a video card, it was hardly the best.
    But it had unique features. It took them 3-4 years to reach the peak of the market and get a product that really shined.
    If they can repeat this Tegra 5 should really be a QCOM kiiller at the same power and price point. Otherwise, they will be just another ARM design house.
    Mar 20 05:17 PM | 1 Like Like |Link to Comment
  • Some Thoughts On Nvidia's Tegra Strategy [View article]
    if you look at electronic engineering mags, power management is less about technology but about a system of gating every aspect of your design so that it can be switched off. It is also very process dependent.
    Mar 20 05:12 PM | 1 Like Like |Link to Comment
  • Some Thoughts On Nvidia's Tegra Strategy [View article]
    In mobile it is important to note the priority:
    1- Power Consumption
    2- Performance.
    Nvidia's presentation had me worried they switched the Tegra line to
    1- Performance (4 or 8 x A15)
    2- Power Consumption.

    Would you not agree? That's why AMD had problems in tablets, they meet only the performance criteria.
    Mar 20 05:00 PM | 2 Likes Like |Link to Comment
  • Some Thoughts On Nvidia's Tegra Strategy [View article]
    Good article, though a little bit more down than I expected from a long time Nvidia bull. I like it that you made the technical connection. APU is AMD marketing jargon, but all SOC's with built in GPU (including QCOM) are really APU's albeit smartphone APU's.
    Your concerns are valid, but have you changed your position on Intel?
    Performance metrics (also of Atom in mobile) are not relevant as much as you made them seem last year. Timely execution and power consumption is what matters. If performance only mattered, AMD with jaguar or brazos would be the mobile winner.
    Mar 20 04:56 PM | 1 Like Like |Link to Comment
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