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Tom Luongo  

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  • The Market Embraces AMD's Unifying Plan [View article]
    @Humble I've seen and linked in previous articles to independent jaguar samples that outperform i3's in CPU... which is all it needs to do. Haswell i3's are not going to be that much more powerful CPUs than IVB. This is well known.

    On the GPU side the bar isn't even close. Then you take into consideration price, die size, which equates directly to cooling, integrated SB (or are you going to say AMD is lying about that too) and there is a very compelling low-end argument.

    Haswell is not going to outcompete everything on the market at all price points, if you believe that then you are destined to lose money while you watch Intel continually underperform your expectations.
    May 3, 2013. 10:05 PM | 2 Likes Like |Link to Comment
  • Interesting Times For All Commodities And Investments!! Chapter 1.... [View instapost]
    @IT Note that the Brent/WTI Spread is now under $9 as of this week's close.... that's not all b/c of the Seaway pipeline. $95 WTI is a sign of incipient inflation in the U.S. A weekly or monthly close over $100 will be a signal, as will dropping 5 year tips yields, obviously.
    May 3, 2013. 09:36 PM | 1 Like Like |Link to Comment
  • The Market Embraces AMD's Unifying Plan [View article]
    @JuJu I've been bullish on AMD's plan for more than a year. It only became apparent with Kabini that they had a prayer of executing on it.

    The past 3 months have been very good at laying a strong foundation for a long-term revival of the company and a potential sea-change in computing. If I'm wrong, consumers will win as Intel finally produces parts that consumers want versus holding them hostage.
    May 3, 2013. 03:57 PM | 1 Like Like |Link to Comment
  • The Market Embraces AMD's Unifying Plan [View article]
    @Tommy Thanks. And yes, writing about this topic carries with it a good return on time invested. There are plenty of ways of extracting value from something that does not necessarily involve stock ownership.
    May 3, 2013. 03:33 PM | 2 Likes Like |Link to Comment
  • The Market Embraces AMD's Unifying Plan [View article]
    @Humble "Ivy i3s at 65W dramatically outperform Trinity top end desktop parts in CPU at 100W TDPs." And so what? Desktop parts are dying. Make the comparisons at 35W and under as they are the only ones that matter.. .and there the advantages of Trinity/Richland closer.. and certainly, overall, outperform i3's and even i5's for lower overall cost.

    This situation will only improve with Kabini at the sub 25w arena. No price competitive Haswell part will emerge this year to match Jaguar without Intel selling them at close to a loss.
    May 3, 2013. 02:42 PM | 6 Likes Like |Link to Comment
  • The Market Embraces AMD's Unifying Plan [View article]
    @US Thanks. I've been making the argument for a while that superior technology does not create a necessarily better product.

    Now that CPU power has greatly outpaced the usable/perceived benefit to the consumer, today's mid-end is the more than high enough and this is going to destroy Intel's gross margins which it needs most of to maintain overall profitability.

    The rise of ARM is part of this trend.
    May 3, 2013. 01:46 PM | 3 Likes Like |Link to Comment
  • Record Physical Demand Will Begin New Gold Investment Cycle [View article]
    @Rina Barrick has been on the wrong side of the trade in the past -- hedging into the early stages of the bull market. I'm sure that it is possible that it happens again. Barrick was the early supplier of gold to the GLD and the COMEX to create the paper overhead needed to run the paper suppression/rehypothec... scheme.

    I do not know if Barrick's management is still involved in this in any way anymore. Jim Willie has his biases. At this point we'll see how things shake out.
    May 3, 2013. 01:28 PM | Likes Like |Link to Comment
  • Record Physical Demand Will Begin New Gold Investment Cycle [View article]
    @Boris Look at this morning's action. Huge buying uncovered at $1455. Stair-stepping higher but capped at $1485 at this point.

    The question becomes which way will it break on the next reaction. The exchanges are desperate to keep the price in this range, but they do so at the expense of committing future production further out in time and making a tight physical market even tighter.
    May 3, 2013. 10:35 AM | Likes Like |Link to Comment
  • The Market Embraces AMD's Unifying Plan [View article]
    @toonies Charlie at Semiaccurate had an article recently on how tight the ship is at AMD right now that the marketing department literally does not have the capacity to properly promote their stuff. The 7990 launch was what he referenced.

    But, the story is a good one that is looking better everyday. I'm a reluctant long on AMD but when you look at the state of the competition versus where the market needs to go to satisfy consumers, I just think it all falls their way eventually.. if, and this is a big if, they make no major execution mistakes.

    Their margin for error is slim but it's non-zero and better than it was.
    May 3, 2013. 10:32 AM | 3 Likes Like |Link to Comment
  • Record Physical Demand Will Begin New Gold Investment Cycle [View article]
    @June Yes, the force majeure issue is certainly out there. Dave does do good work. And I have heard rumors of contracts being settled in cash that didn't want to be... but who knows if it's true or not.

    The draw down rate on the COMEX is fast enough at this point to make everyone at the exchanges very worried.
    May 3, 2013. 10:24 AM | Likes Like |Link to Comment
  • The Market Embraces AMD's Unifying Plan [View article]
    @dutchmoe This is why buying breakouts is so important and why finding/using a trading system that refines your timing gives you the security of knowing you are likely to grab a significant portion of the move.

    At this point if there is follow through today, I would put that as a massive weekly close that is the beginning of a trend change. What I like about the way Peter trades is that he simply assesses what the next bar is likely to do and reacts to that.

    At this point the stock has moved more in the past 2 days than it normally does in 2 months, so the likelihood of a lot more movement this month is low. There will be a reaction down off of this move and that would be a good point to enter. Buying now is chasing price, IMO.
    May 3, 2013. 09:23 AM | 3 Likes Like |Link to Comment
  • The Market Embraces AMD's Unifying Plan [View article]
    @toonies: I don't think it matters. If I had the funds to spare I would have taken a long position in AMD. I do not for other reasons and do not feel that should or should not affect your opinion of my argument.

    I do prefer to stay independent of the ownership effect as well.
    May 3, 2013. 09:16 AM | 1 Like Like |Link to Comment
  • Record Physical Demand Will Begin New Gold Investment Cycle [View article]
    @Coins Invoking Rothbard at SA will get you ostracized ... not by me, mind you.
    May 2, 2013. 09:00 PM | Likes Like |Link to Comment
  • Record Physical Demand Will Begin New Gold Investment Cycle [View article]
    @IT Check out Dave Kranzler's blog from the other day about what is going on behind the scenes with the big money people.

    http://bit.ly/ZZUSt2

    And yet there are people here continuing to talk their book and try to keep people from obtaining protection. There are evil, sadistic people in this world do not let them rob you of your reason.

    Paulson owns gold mines for pete's sake, being underwater a little on some GLD shares is meaningless. If he's really demanding his gold then it matters not what the off take numbers look like, they are simply yet more evidence of physical gold leaving the system and forcing the fractional reserve gold market to become even more leveraged.
    May 2, 2013. 08:19 PM | 3 Likes Like |Link to Comment
  • Record Physical Demand Will Begin New Gold Investment Cycle [View article]
    @Over If they can secure the financing (like Healthpicker noted above) then 12-18 months should be a reasonable estimate. Explorers/pre-producers are all about getting there before there is news and having faith in the guys running the show.
    May 2, 2013. 05:49 PM | Likes Like |Link to Comment
COMMENTS STATS
1,316 Comments
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