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Tom Luongo  

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  • Gold Breakout In Process, Thanks To Germany [View article]
    @Cannon: I see this the same way Jim Rickards does... the Euro was designed for Germany to take over Europe. Merkel's been playing this game to the Germans' advantage right down the line. They will wind up with all of the PIIGS gold pledged to the ECB and with Germany in de facto control of it, the Germans conquer Europe without firing a shot.

    We'll see who's right.
    Jan 17, 2013. 12:36 PM | 7 Likes Like |Link to Comment
  • Don't Believe The Hype In Gold [View article]
    You wanted an answer. It's not a good answer but I gave you what you wanted. You are playing games because you disagree. Have fun with that.

    During the 1980's gold traded more and more like a commodity until it reached it's commodity price. Today it is acting like a currency and hence is a good measure of inflation. The world in 1987 was different than it is today. If you want to understand what is happening go back and look at 1973-74... not 1988 or 1995. It's more complicated than you want to make it out to be... again have fun with the CPI its a bad statistic and the model that uses it to decide how to 'manage' the money supply is fundamentally flawed.

    People like you will make money up until the moment the model fails and then you will be in trouble because you won't have a model to fall back on.
    Jan 7, 2013. 12:01 AM | 7 Likes Like |Link to Comment
  • AMD - Building Foundations For Mantle And Shareholders [View article]
    @stock The chart tells us that you are correct. Sentiment has turned and I like the technical action of the stock since it bounced off the earnings wash-out. A move above $4.06 tomorrow will bring on another round of short covering, especially into op-ex.
    Mar 20, 2014. 06:52 PM | 6 Likes Like |Link to Comment
  • New Technology Proving Its Worth For Advanced Micro Devices [View article]
    @Digi "If AMD is ever acquired by another company its x86 license goes *poof*."

    This is true but only in a technical sense. Unless Intel wants to destroy around $100 billion in its market cap they will do no such thing. If Intel were to press this in that situation AMD would not re-up INTC's X86-64 license which expires in in 2015 and that would be that. What is Intel going to do, go back to selling 32 bit CPUs? They don't own the very instruction set the world runs on now.

    Come on. Stop the sand-bagging of the technology. Yes, we don't .know. what enhancements HSA will bring to these applications, but if everyone's working on some version of it then guess what? Everyone needs it.

    The smoke is there so, tip-toeing around the lead AMD has technically is silly. They have it, the experience of building not just 1 (Kaveri) but 2 (Jaguar APUs for consoles) HSA-compliant cores married to excellent GPGPU cores with both DDR3 and GDDR5 memory interfaces and are developing the relationships now to fully leverage.

    Moreover, they have built a similar system to that of Haswell's Crystalwell so they know what the cost/benefit is of that solution for potential semi-custom customers who come knocking.

    To say that the others are developing in this space but then downplaying the efficacy of it is simply disingenuous. Moreover, the lead is both physical and experiential.

    Developers have been frothing at the mouth for the kinds of things that AMD has recently released and the results of what we've seen so far are nothing short of excellent. The only thing holding back this market is Intel's agressiveness in the consumer space where they looking even more ridiculous wrapping Bay Trails in a ten and a twenty and shipping them out to Dell.

    Intel is no less than 3 years behind AMD in this. Period. They don't have a working prototype to even begin testing no less tape out, etc. Knight's Landing is what? 2018?
    Feb 18, 2014. 07:51 PM | 6 Likes Like |Link to Comment
  • AMD's Dual Graphics Will Disrupt Gaming Market [View article]
    @Rjlv Now we know why the stock was under accumulation since the Q3 earnings report in October.

    Thanks for pointing this out.
    Feb 11, 2014. 09:59 PM | 6 Likes Like |Link to Comment
  • AMD's Kaveri Creates Opportunities For New Gamers [View article]
    @Inside now add 3-d positional audio that uses nearly no CPU capable of producing and tracking dozens of sounds/voices as opposed to one or two.. oh, and let's do this in a package that retails at less than $600 for an All-in-one.

    Tell me there won't be new gamers made with this tech.

    Mantle is a variation on the API in the Playstation 4. To say there won't be titles coming that support it is tantamount to saying there's no market for the PS/4... and that is simply moronic.
    Jan 20, 2014. 10:57 PM | 6 Likes Like |Link to Comment
  • Gold Breakout Occurs As The Days Turn Long [View article]
    @Eric Agreed on both counts, but duck eggs are good eats.

    Actually ducks, like goats, are consistently amusing so their value proposition is pretty high.
    Jan 20, 2014. 09:06 AM | 6 Likes Like |Link to Comment
  • The Numbers Won't Tell The Real Story For AMD's Kaveri [View article]
    @Stephen I think the first breakout happened last week. Now we're looking for a weekly close above $4.65. But, the monthly chart gives us a reversal signal with a close above $4.13 this month. This is what I'm now focused on.

    Since the weekly chart continues to improve that improves the chances of that monthly close.

    And, yes, the double bottom is very well defined....just like the ones in gold and silver
    Jan 14, 2014. 09:47 AM | 6 Likes Like |Link to Comment
  • The Numbers Won't Tell The Real Story For AMD's Kaveri [View article]
    @Stock These reviews confirm a number of things that we expected... the A10 is memory bandwidth constrained and the 28nm process needs work. The 45w and 65w parts look like great value.

    But, until we can see the performance results from the wildcards -- trueaudio, mantle, HSA -- Kaveri will look unimpressive to those unwilling to be impressed.
    Jan 14, 2014. 09:22 AM | 6 Likes Like |Link to Comment
  • Miserable Housing Data Propels Gold Back To $1400 [View article]
    @palma Given the world they've created selling cars will be a real tough gig.
    Aug 23, 2013. 10:01 PM | 6 Likes Like |Link to Comment
  • Microsoft Finally Gets How To Grow Windows Phone [View article]
    @LowRisk The 521 comes with WiFi calling turned on to mitigate the dead spot issues. I live very rural and welcome that, frankly.
    May 21, 2013. 06:18 PM | 6 Likes Like |Link to Comment
  • Nokia Hits A Home Run With Asha And Facebook [View article]
    @System The 810 is the T-mo version of the 820. Not the 800. Full WP8 device. Excellent phone for $250.
    May 9, 2013. 08:47 PM | 6 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
  • Gold: Where Are We Now? [View article]
    @RJR actually denying the conspiracy at this point defies logic. All the incentive in the world exists to rig the gold price. Look if they have the power to rig the bond markets which are orders of magnitude bigger than the gold market then doesn't it stand to reason they have the power to rig the gold price?

    Moreover, if the value of the currency they issue and the wealth it generates for them is dependent on its value versus gold then don't they have an incentive to rig the gold price?

    Look no less than Larry Summers wrote the white paper on how to rig the gold price in the 90's. The Clinton administration ran the playbook until they ran out of gold at $250-350 per ounce. Since thne they have been running the same game at ever greater levels.

    The current smash was an attempt to finally break the spirit of gold investors. IT HAS FAILED. The physical demand tells you that. Denying THAT defies logic as well.

    I know many of you want to live in the solipsism of real markets, but they don't exist. Period. Install that bit into your thinking and recalibrate from there.
    Apr 23, 2013. 12:09 PM | 6 Likes Like |Link to Comment
  • Think Gold ETF Outflows Are Big? Look At The S&P [View article]
    @stephen Not quite. Though if there is another Lehman event (which I doubt since they are prepared for something like it now) there could be a liquidity crunch like in 2008 which takes gold down. But, at this point the CB's will simply flood the system again at a rate that will astonish both of us, frnakly. Bernanke will not let this happen without responding. He may not be able to stop it, but he will try and that's why gold is ultimately destined for ridiculous numbers.
    Mar 4, 2013. 09:46 AM | 6 Likes Like |Link to Comment
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