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Tri Duong

 
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  • Why HP's $199 Laptop Is Good For AMD [View article]
    "No the dominant O/S numerically speaking would likely fall to Android and it's variants of course Apples iOS is either tied for first or slighlty ahead or not depending upon who you source."

    Are you comparing a Mobile OS against a PC OS just to be right? They're not even in the same market. Of course people would have more mobile devices than PCs.
    Aug 20 11:42 AM | 3 Likes Like |Link to Comment
  • AMD Expands Gaming Portfolio With New Radeon(TM) R7 Series Solid State Drives [View article]
    Considering it's OCZ, probably not.
    Aug 19 09:49 AM | Likes Like |Link to Comment
  • Tesla settles Chinese trademark dispute [View news story]
    the pressure is probably from Tesla's plan to open manufacturing in China. Mr. Zhan probably got a free Model S which is a fortune in China.
    Aug 6 08:59 AM | Likes Like |Link to Comment
  • MannKind inks new insulin supply contract [View news story]
    obviously only one of them
    Aug 6 08:55 AM | 2 Likes Like |Link to Comment
  • MannKind inks new insulin supply contract [View news story]
    This is just one of many partners. Amphastar will only manufacture the insulin because MannKind's manufacturing capacity is limited. In fact, it's not even close to enough to serve the US market alone.
    Aug 6 08:54 AM | 3 Likes Like |Link to Comment
  • Update: Twitter Crushes Expectations [View article]
    they're probably going to spend more on acquisition and expansion. Top line growth is really the only thing keeping this stock afloat. We will continue to see dilution and negative GAAP earnings.

    nonGAAP EPS beat of 3 cents and the stock jumped $8? First time I've ever seen such unwarranted enthusiasm. This company will pull in roughly $1.4B this year and its valuation will probably be north of $30B. When it comes crashing down, I would hate to be a shareholder.
    Jul 30 09:41 AM | 1 Like Like |Link to Comment
  • MannKind: Let It Dip A Bit More, Then Cover/Buy [View article]
    Before anyone believe anything from Jason Karp, you should do a quick search on his scandal.
    Jul 28 01:51 PM | 21 Likes Like |Link to Comment
  • Why Investors Should Take Advantage Of AMD's Recent Dip [View article]
    Bruce,

    Do you realize what you're saying? You're trying to say AMD is not doing good because Intel is doing better. AMD market cap is only $3B. Intel's market cap is $170B and NVDA at $10B. You're trying to use big numbers to prove a point that's not there.

    Doing "good" is relative to their current valuation. Their APUs are not bleeding cash like the billions they've lost before. It's certainly doing better than the CPUs AMD was selling. APUs came out after AMD lost the performance lead and bleeding market share. APU sales have shown an up trend overall rather than down. The CPU market is stagnating and even Intel is trying to diversify from it. They are on track for profitability this year. As an investor, this is what matters.

    It baffles me to think how someone expect AMD to compete on par with Intel who is nearly 60X larger with a massive cash pile. Intel makes more profits than AMD take in revenue. We all get it, AMD is not a profit machine like Intel hence their $3B market cap. I don't expect AMD to make billions in net income. If they manage to pull off $250M, then the stock price would jump to $5 easily.
    Jul 28 01:38 PM | 4 Likes Like |Link to Comment
  • Why Investors Should Take Advantage Of AMD's Recent Dip [View article]
    Gotak,

    Most of what you say are not true.

    1. Overspent on ATI is subjective. ATI technologies is probably the single most important IP that's keeping AMD alive right now. Look at most of their products that's doing well. All ATI related.

    2. Lost the edge on process tech? AMD had always been behind. That hasn't changed and won't change for a long time.

    3. AMD did miss the boat but it was mostly because they had to decide years in advance what they want to spend their R&D budget on. They made the wrong bet.

    4. True and also a budget related problem.

    5. Future is fusion did pan out. APUs are selling very well. It's even in enterprise PCs now starting with Kaveri.

    6. Sold ATI's embedded to Qualcomm for good reasons. AMD needed to concentrate on things that they did well. Qualcom just took the tech and did what AMD couldn't do at the time. Qualcom's success wasn't just graphics, it's from making good SoCs.
    Jul 28 11:38 AM | 2 Likes Like |Link to Comment
  • Why Investors Should Take Advantage Of AMD's Recent Dip [View article]
    AMD has not been on par with Intel since the original Athlon X64 days. That was nearly a decade ago. Since Intel introduced its Core and Core 2 lines, they caught up and surpassed AMD in processors.

    What has changed? Nothing really. The massive R&D funding gap between AMD and Intel is still the same. The only thing you can say changed is Intel now use "collaborative marketing" instead of deliberately blocking OEMs from buying AMD chips.

    Now AMD is concentrating on APUs, semicustom, GPUs, and dense servers.
    Jul 28 11:11 AM | 2 Likes Like |Link to Comment
  • Why I Bought Amazon.com After It Dropped 10% [View article]
    "Wow is that a Newsflash? Guess what? In the meantime a lot of money can be made."

    Amazon never made any meaningful profits. PE have always been above the stratosphere even after a decade of growth. People pay a premium for growth stocks because it will one day make a ton of profits. That's true about stocks such as AAPL or MS.

    What are we paying a massive premium for Amazon for? They're barely breaking a 1% profit or loss every quarter. When will this premium of an investment actually pay off?

    What you're suggesting is pretty much gambling. That's what momentum stocks are based on. It has no stability because it has no foundation. You can only profit via other investors buying in rather than the business paying out. You can never guess when people take their money and bail. All it takes is one large holder to bail and send this stock plummeting.
    Jul 28 07:56 AM | Likes Like |Link to Comment
  • AMD's Conservative Guidance [View article]
    "Yes. However, last year, AMD actually saw a sequential increase in console APU shipments during Q4 relative to Q3, but this year Q3 is the peak. "

    That's because last year was launch year. Launch wasn't until late November. They AMD had to ramp and also running first wave of silicon. PS4s were sold out everywhere and supply was tight until about April. Even XB1 was in short supply in January. We all know launch shows a spike in demand even if it launches in May. Let's use some common sense.

    "AMD's semi-custom business is doing well, but its PC business is quite literally going down in flames. 20% year over year decline in sales"

    Yes PC is not doing well and we all know that. They transitioned into APUs and pushed out of performance segment. We all saw that and it's becoming less of an impact. However, their new line of APUs is finally rolling out and should see a comeback. Intel's savior was the enterprise sector upgrading. That's where AMD doesn't really even exist. But look at HP, CDW and other sites. You are starting to see AMD enterprise PCs.

    Regardless, the consoles and semicustom products will be more than offset PC consumer losses. It's apparent when they're going have a huge boost in revenue this year when they're down 20% in their PC business. They're actually profitable. So you do have a point but it seems their new business strategy is overshadowing their old problems.
    Jul 25 01:15 PM | 1 Like Like |Link to Comment
  • AMD's Conservative Guidance [View article]
    Ashraf,

    As a tech analyst, you should know that there's a huge difference between AMD selling their console APUs and when those turn into consoles on store shelves.

    Q3 is always the ramp and Q4 will always taper because it takes time to build, deliver and sell the consoles. By around mid November, every console maker will slash orders and decrease inventory. It's one of the most cyclical tech market and quite predictable every single year.

    I'm betting AMD will pass $5 this year because they will beat estimates for both Q3 and Q4 due to higher than expected console sales. Then you have semi custom contracts as well.

    I really don't understand how people can keep saying AMD is going nowhere when they clearly show significant improvement in nearly every aspect of their business. If you're long and you buy into these temporary volatility, then you should change your strategy.
    Jul 25 10:50 AM | 4 Likes Like |Link to Comment
  • Apple Might Not Use Sapphire, Short GT Advanced Technologies [View article]
    Matt also completely ignored obvious expenses and repayment of Apple loans for the new facilities. I read his article, it is a one sided view. He seems to think a rapid growth business will make billions as they rapidly expand at break neck speed. In reality, rapid expansion usually results in negative earnings or just around break even.

    Money for expansion has to come from somewhere, it's not free. If it's not taken from profits, then it's from dilution or debt. Most businesses choose to use their profits and reinvest so they can deduct taxes. Else, they have to borrow which comes with monthly/quarterly interest expense and payments. Their last resort is massive dilution which will set shareholders back. Whichever way, it makes $87 nearly impossible. They can't even produce their solar products in any meaningful amount to collect $billions a year.

    I can see $30 or even $40 if the market is enthusiastic but $87 is mostly a dream.
    Jul 21 02:02 PM | 3 Likes Like |Link to Comment
  • Growlife finance chief bids adieu [View news story]
    That's pocket change compared to what lenders got. You should check out who their lenders are and their relations. They pretty much won the Megamillions jackpot and still winning for a few more quarters.
    Jul 21 09:59 AM | Likes Like |Link to Comment
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