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Tom Luongo

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  • 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 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 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 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 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 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 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 10:47 AM | Likes Like |Link to Comment
  • Xbox? PS/4? The Big Winner Is AMD [View article]
    @Justin $3.66 is last week's low. Holding that means this is not reversal of trend action, but rather mild profit taking after a big short-covering rally.
    May 23 10:43 AM | Likes Like |Link to Comment
  • Microsoft Finally Gets How To Grow Windows Phone [View article]
    @Six I've been saying that for 2 years now. well before I ever got a smartphone. Google's mismanagement of Android will create a fragmented market that will not be a real strategy in 5 years.
    May 22 10:46 PM | 2 Likes Like |Link to Comment
  • Xbox? PS/4? The Big Winner Is AMD [View article]
    @JMR How? Low price does not equal low margins. Bobcat sold a lot at very good margins. The problem was the rest of the business was a mess making the overall business look weak. At this point AMD lives or dies by Jaguar and Kaveri. And the performance/watt/$ is excellent.

    You do realize how small these chips are right? size = margin at the wafer level. Kabini/Temash is 110mm2.

    Earlier in the thread we discussed marketing. It has been true for a while now, going back to Llano that AMD had the price/performance lead over Intel in the mass market i3 level space. No question. What they didn't have was operational excellence and the OEMs punished AMD for it. This is changing and Microsoft and Sony would not put their weight behind Jaguar if AMD couldn't deliver millions of chips.

    Richland A10-6700 at $125 is simply a bargain compared to a similar Haswell at $375. The problem has been marketing, resources... in short operations. That's mostly over. Jaguar is on schedule, Kaveri has pushed back into 2013 after it looked like it would slip into Q2 2014. The OEMs want a strong AMD to put Intel's bullying back in its place.

    Then you marry that to a very strong integrated CPU/GPU HSA roadmap and now you can drive margins for the OEMs and get pricing leverage you haven't had before.

    We'll see.
    May 22 05:56 PM | Likes Like |Link to Comment
  • Xbox? PS/4? The Big Winner Is AMD [View article]
    @Justin Graphics IP is likely worth more than that, but I haven't given it a thought really.
    May 22 05:46 PM | Likes Like |Link to Comment
  • Microsoft Finally Gets How To Grow Windows Phone [View article]
    @Moby I got my wife an 810 (the T-Mo 820) recently and when she actually played with City Lens she just shook her head and siad it was the coolest thing she'd seen in a long time and then told me we had to go somewhere we didn't know well just so we can find cool stuff to look at.

    Most tech savyy people simply do not understand that 99% of people have no idea how far technology has come and what their devices are capable of, so what looks ho-hum to a jaded observer immersed in this stuff everyday looks like Science-Fiction to most everyone else.

    We have to take these people into account when doing our product analysis.
    May 22 05:16 PM | 4 Likes Like |Link to Comment
  • Xbox? PS/4? The Big Winner Is AMD [View article]
    @dxcr Absolutely. And AMD didn't buy SeaMicro for the logo. I think at this point we have to look at AMD's server strategy from a 2014 and beyond perspective. 2013 is about Jaguar and getting Kaveri/HSA up and running and the company operationally profitable.

    Jim Keller's contributions will be felt at some point in the near future.
    May 22 05:03 PM | Likes Like |Link to Comment
  • Xbox? PS/4? The Big Winner Is AMD [View article]
    @Justin Thanks! Good to know. I would have been shocked to find out the thing was Bobcat. That would have been just bad.
    May 22 05:01 PM | Likes Like |Link to Comment
  • Xbox? PS/4? The Big Winner Is AMD [View article]
    @Justin Charlie Demerjian who runs SemiAccurate.com

    http://bit.ly/V3Bf05

    One of the most controversial tech sites on the web, frankly.
    May 22 04:59 PM | Likes Like |Link to Comment
COMMENTS STATS
1,309 Comments
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