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Tom Luongo

 
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  • Gold And Euro Soar On Escalating Ukraine Moves [View article]
    @CoinsK Agreed. I bought some silver recently for that reason. There are a couple of good producers in the space as well that I really like.
    Mar 13 02:29 PM | 1 Like Like |Link to Comment
  • AMD's Dual Graphics: Power And Efficiency For Mobile Computing [View article]
    @binar Maxwell is an excellent mobile product. It should do well. The question is will it and mobile Kaveri/Beema offer enough of a value proposition for OEMs to create new designs for them and take a significant portion of Intel's 65% of the mobile GPU market share?

    I think there is a real possibility here given that Intel is going into the rest of 2014 without Broadwell and are essentially selling last year's chips. I can see both AMD and NVDA doing well in laptops this fall. I also expect to see sales stabilize as the tablet boom slows down. If truly excellent, all-around computing (including gaming) laptops are available at competitive prices I can see the markets shifting a bit.

    No OEM is going to pair an AMD APU with a Maxwell card. So, Maxwell's success is tied to Intel completely and has little to do with its own merits.
    Mar 13 01:01 PM | Likes Like |Link to Comment
  • Gold And Euro Soar On Escalating Ukraine Moves [View article]
    @IT The rally in gold is now structural, like I was tryingto tell @Eagle. The daily chart is simply beautiful and today's breakout was very strong, technically.
    Mar 12 08:15 PM | 1 Like Like |Link to Comment
  • Gold And Euro Soar On Escalating Ukraine Moves [View article]
    @xtian My favorite is Gold... AMD is a nice diversion and a fun story to write about. I would like to see a strong move above $4 here soon though.
    Mar 12 07:55 PM | 2 Likes Like |Link to Comment
  • Gold And Euro Soar On Escalating Ukraine Moves [View article]
    @Eagle But gold doesn't go higher for no apparent reason. No market does. Geopolitics forms the basis for gold demand. While I understand that some rallies aren't secular, in the case of the major policy changes and their attendant effects -- emerging market stress, etc. -- are the basis for a change in market direction in a macro-sense.

    The monthly chart confirms the geopolitics. The game has changed. But, if you want to be cautious, then a sustained weekly move above $1435 is your entry-point.
    Mar 12 07:31 PM | 4 Likes Like |Link to Comment
  • AMD Wins New Price War In Low-End Desktop Chips [View article]
    @Avatar AMD has made it clear that they made strides in desktop market share in Q3 and Q4. Richland was a hit on value here in the US an Europe. The Kabini parts will play very well in Emerging markets. Go back and read my article from last summer about AMD's India division. And no, Jaguar is not weak. It is strong in its market segment the same way that Bobcat was, which was the best selling part AMD ever sold -- more than 40 million of them.

    You say lowest common denominator, I say value-oriented consumer. As long as net margins are 15-20% does it matter if they are 1% or 20% of revenue?
    Mar 12 06:25 PM | Likes Like |Link to Comment
  • Gold And Euro Soar On Escalating Ukraine Moves [View article]
    @David I agree. People have no idea what to do. SPY is on the top 10 inflow list one week and the outflow list the next. That's why I think the Euro breakout is so important, as it will signal a shift in valuations for dollar assets across the board if it takes hold, which it looks like it will.
    Mar 12 05:33 PM | 1 Like Like |Link to Comment
  • AMD Wins New Price War In Low-End Desktop Chips [View article]
    @Paul The fundamental problem is that Bay Trail is a bad desktop chip in the first place. If you think Intel is making any money on them selling them in bulk at $20 per you are crazy. What then was the reason for the $1 billion write down in Q4? Gremlins?

    By the look of things Intel can't sell Bay Trail for less than $50-60 and have it be accretive to earnings. With it's abysmal graphics performance it is useful only for its hardware H.264 acceleration to play videos. Every other graphics task would be worse than an E2-1800 and I have one of those and Office 2013 is awful on it. So, Bay Trail is beyond awful.

    List price is indicative of what the chips cost to produce and where Intel needs to sell them to make a market for them. NUC's are the only place where Intel can recoup costs but that puts them in direct competition with their OEMs as you point out.

    Socketed Kabini with a total cost less than Bay Trail's cost is a pure advantage that is so great any wiggling around about list vs. actual price is really silly and only matters if one is being pedantic.
    Mar 11 12:39 PM | 2 Likes Like |Link to Comment
  • AMD's Dual Graphics: Power And Efficiency For Mobile Computing [View article]
    @Kj I have the same info you have. What I'll say is this. If the rumor is true than AMD has solved its supply problem for the Tahiti chips and the best of the new breed can be put into this 'price is no object' beasty.

    It's never bad for a company to sell 'in-demand' products no matter what the economically illiterate assert. So, if the card(s) happen it'll be because of demand and AMD can continue to blunt any good news coming out of NVDA.
    Mar 11 10:10 AM | Likes Like |Link to Comment
  • AMD Wins New Price War In Low-End Desktop Chips [View article]
    @asH9 the iGPU in AMD's APUs going forward will more and more become co-processors for dGPUs in dual graphics systems as developers realize what they have at their fingertips to access performance and segregate task scheduling.

    A year from now the I expect the drivers to support asymmetric dual graphics in a way that looks nothing like the infantile form we are seeing now.
    Mar 10 10:06 AM | Likes Like |Link to Comment
  • AMD Wins New Price War In Low-End Desktop Chips [View article]
    @Trader When all you have is a hammer, everything looks like a nail.
    Mar 9 08:11 PM | 1 Like Like |Link to Comment
  • AMD Wins New Price War In Low-End Desktop Chips [View article]
    @Paul For any argument you make about Intel selling chips in large lots at discount you can do the same for AMD. It's a non-starter of an argument. Bay Trails are being sold at below cost in tablets and Intel requires higher gross margins to operate their fabs so any units they move are not accretive to the stock price or net margins, which is all that really matters in the end.

    Intel will try and continue to fail competing on price in this area. It's never been their strong suit and Bay Trail is not competitive performance-wise to Jaguar as it is.

    Of course, Intel would like to sell NUCs instead of real computers and they haven't sold yet before this and likely won't now. The technical merits of Bay Trail vs. Jaguar have been in Jaguar's from the beginning... no news there... more addressable memory, 64 bit OS support, vastly superior graphics, good USB support, blah. That it's more expensive is even worse now that we know the pricing.
    Mar 9 07:14 PM | Likes Like |Link to Comment
  • AMD Wins New Price War In Low-End Desktop Chips [View article]
    @ta I agree completely. I think Puma will likely fix a couple of these issues which is the only way I can see them getting the kind of performance increases that AMD has teased.
    Mar 9 07:22 AM | 1 Like Like |Link to Comment
  • AMD Wins New Price War In Low-End Desktop Chips [View article]
    @Matt Keep the conversation civil. this is not the Fudzilla forums.

    Go read AMD's marketing material on this. They are specifically targeting the consumers I just mentioned. So, maybe they're insane. But I'm certainly not. One more comment like that and the report button gets pressed.
    Mar 9 07:18 AM | 12 Likes Like |Link to Comment
  • AMD Wins New Price War In Low-End Desktop Chips [View article]
    @Matt Yes they do. And if they don't then the internet cafes they use do and they are very price sensitive. Intel doesn't care about these markets and never has. Sell the biggest, fastest chips for the most margin in developed markets.

    So, people in emerging markets don't have cellphones? computers? Do tell.
    The value proposition for someone like that to have any kind of communication is immense. Everyone in Vietnam has a smartphone and some kind of service. I know this since, well, I kinda have a business partner there.

    You simply have no clue as to what you are talking about, where the growth markets are and what the computing landscape will look like in 3 years.

    AMD can and will sell millions of socketed Kabinis to cafes and users to run browsers and play LoL.

    BTW, $3000 per year is twice the average per capita income in a place like Vietnam and yet somehow cellphone and computer usage is high. How is that?
    Mar 9 07:16 AM | 2 Likes Like |Link to Comment
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