Seeking Alpha
View as an RSS Feed

Tom Luongo  

View Tom Luongo's Comments BY TICKER:
Latest  |  Highest rated
  • AMD's Dual Release Targets Intel's Weakness [View article]
    @paranoid Yup, I covered the India angle on AMD last month. Their head there really yeoman's work getting the OEMs on AMD's side and now it's paying off.

    Most U.S. commentators forget that there is a rest of the world.
    May 24, 2013. 10:00 AM | 2 Likes Like |Link to Comment
  • AMD's Dual Release Targets Intel's Weakness [View article]
    @Sofa and that's the problem. Past performance is not indicative of future results. AMD's management is completely different now than it was previously and you look at what has taken place since Read took over the company has actually exceeded expectations and improved its roadmap. THe key will be OEM relationships. The damage of the past has allowed Intel to get the market share they have but that does not have to last.

    As for being a fanboi. Sorry you'll have to do better than that. It's taken me months to get on board with their strategy and there are still a number of ways things could go wrong, but they have the right products shipping on time at the right price.

    The game-changer is on the table already you just can't see it. The PS/4 and Kaveri. HSA is the future of chip design.
    May 24, 2013. 09:59 AM | 1 Like Like |Link to Comment
  • AMD's Dual Release Targets Intel's Weakness [View article]
    @drintel B/c if Jaguar wasn't any good Sony and MSFT would not be banking their flagship living room products on them.
    May 24, 2013. 09:53 AM | 2 Likes Like |Link to Comment
  • Xbox? PS/4? The Big Winner Is AMD [View article]
    @Justin and how much market share do you think AMD has to gain to radically alter such a small income statement? It ain't tough to calculate. The early kabini/temash reviews and products are coming in at price points that are VERY attractive and where Intel can't/won't play for at least 6 months.

    Look at the gap between a core i3 and a Clover Trail ATOM. Then double the graphics performance of CT for Bay Trail. Then tell me intel has a solution to compete with AMD at these price points.

    http://bit.ly/13NF5yY
    May 23, 2013. 08:42 PM | Likes Like |Link to Comment
  • Xbox? PS/4? The Big Winner Is AMD [View article]
    @System NOK happened last summer into sept 5th Nokia world and the Lumia 920 unveiling at which point the stock was crushed.
    May 23, 2013. 07:31 PM | Likes Like |Link to Comment
  • Xbox? PS/4? The Big Winner Is AMD [View article]
    @Justin Jeffries cited $60-80 per SoC for these consoles as well. There's enough smoke there to believe the number is accurate.

    The numbers are not off, the stock was shorted to oblivion on cash-flow concerns getting the company through to this point. They are there now and the situation should only improve which is why the short-covering rally took place. Same thing happened with Nokia.

    That does not mean the stock won't sink again back down near $3. But as long as it puts in a higher low on the correction, I'd call that accumulation.
    May 23, 2013. 06:11 PM | Likes Like |Link to Comment
  • Microsoft Finally Gets How To Grow Windows Phone [View article]
    @sixpack You may be right, but I think this is more of a marathon than a sprint. Just to be clear here, in bygone days I was as big a MSFT hater as there was -- old OS/2 kinda guy, btw -- and yet, I see the some of the wisdom in MSFT's current strategy and the value of their product line.
    May 23, 2013. 06:06 PM | Likes Like |Link to Comment
  • Xbox? PS/4? The Big Winner Is AMD [View article]
    @Wow The SEC? Please. Half of them used to work for Goldman/JPM/etc the other half want to and don't want to jeopardize their chances. The two most operative words are "regulatory capture."
    May 23, 2013. 01:47 PM | Likes Like |Link to Comment
  • Xbox? PS/4? The Big Winner Is AMD [View article]
    @Justin Charlie covered the MSFT/Apple angle on HSA months ago.

    http://bit.ly/12Qhznl

    MSFT is using HSA in the Xbox SoC if you read between the lines. They know what's going on. The Xbox will only be able to come close to competing with the PS4 if they implement HSA with a wider instruction decode per clock (6 vs. 4). Read Anand's writeup on it, he has a good look at the two different approaches taken. MSFT went for a more general purpose product that would perform at lower overall power draw while Sony went for more brute GPU power.

    http://bit.ly/10nvKAD

    But, both are utilizing HSA and had to be involved intimately with the development of its implementation for these SoCs.
    May 23, 2013. 01:43 PM | Likes Like |Link to Comment
  • Xbox? PS/4? The Big Winner Is AMD [View article]
    @Stockpicker Goldman just went long AMD after selling into the short-covering rally. Do the opposite of what Goldman says publicly and you will benefit greatly.
    May 23, 2013. 10:59 AM | 1 Like Like |Link to Comment
  • Xbox? PS/4? The Big Winner Is AMD [View article]
    @Rav Broadwell will be BGA only and according to the reports by Charlie at S/A the PCIe channel width will be too small to support competitive discrete graphics.

    So, yes, Intel is going after the discrete graphics market, especially mobile, in a big way and I doubt they will have FTC issues with NVDA making its own SoC's and AMD in consoles etc.

    So, yes, I agree with you, completely. Thanks for showing up in this thread. :)
    May 23, 2013. 10:58 AM | Likes Like |Link to Comment
  • Xbox? PS/4? The Big Winner Is AMD [View article]
    @Justin The Anandtech/Tom's forums -- INTC/NVDA crowd -- are rife with people who thing S/A is like the Weekly World News of Tech. I don't see it personally. Charlie is controversial and opinionated but his info is usually really top notch without the hedging of the other sites that have ad revenue and access to protect.
    May 23, 2013. 10:54 AM | Likes Like |Link to Comment
  • Xbox? PS/4? The Big Winner Is AMD [View article]
    @azazel Agreed. On all counts. It was a simple article (to reference your earlier comment) focused on the importance to the revenue stream of AMD not the entire picture.

    If you put the pieces of the puzzle together I think we have more clues than you intimate, however. And this is why I'm bearish on NVDA and mildly bearish on Intel -- as a growth play, not a value play.

    The story is very strongly hinting that AMD and the HSA Foundation are where the future of computer graphics is and INTC and NVDA refusing to join/play is telling. The rumors are that Apple and Microsoft are silent partners in this at this point so as to not tick off INTC publicly.
    May 23, 2013. 10:47 AM | Likes Like |Link to Comment
  • Xbox? PS/4? The Big Winner Is AMD [View article]
    @Justin $3.66 is last week's low. Holding that means this is not reversal of trend action, but rather mild profit taking after a big short-covering rally.
    May 23, 2013. 10:43 AM | Likes Like |Link to Comment
  • Microsoft Finally Gets How To Grow Windows Phone [View article]
    @Six I've been saying that for 2 years now. well before I ever got a smartphone. Google's mismanagement of Android will create a fragmented market that will not be a real strategy in 5 years.
    May 22, 2013. 10:46 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
1,315 Comments
2,168 Likes