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  • Can AMD Sustain Its Terrific Run After Earnings? [View article]
    I think that the shorts are finally switching sides if they have any sense at all. My favorite recent development is HBM on the next-gen Carrizo APUs and future AMD GPUs logically which is a major innovation.
    Jul 16, 2014. 02:15 AM | 1 Like Like |Link to Comment
  • AMD Should Strategically Target Chinese Gamers [View article]
    100% agree, AMD = best bang for the buck gaming = huge volume potential in China
    No country has the volume potential that China has
    Apr 24, 2014. 01:39 PM | 2 Likes Like |Link to Comment
  • Modeling Share Prices: Advanced Micro Devices [View article]
    Every time AMD goes above $4, these FUD articles come out of the woodwork as if they're trying to do us a favor.
    Micro servers - high growth market segment
    Sold out Hawaii GPUs for 6 months straight now
    AMD APU design wins in laptops this year
    The current console generation is hugely successful (all AMD)
    AMD is not in any danger of bankruptcy now, but that is still priced in as it was 1 year ago. Profits each quarter instead of losses.
    The trouble is that AMD has been a vehicle for hedge funds who profit from wild swings going both ways, up and down.
    Just buy low and sell high, that's all you can do. If you believe in the company, then buy and hold for the longer term (2-5 years). Or sell half before earnings and ride it out with the other half. Profit is profit, so don't be greedy. :)
    Mar 21, 2014. 03:52 PM | 4 Likes Like |Link to Comment
  • AMD's Dual Graphics Will Disrupt Gaming Market [View article]
    ""Go big or go home" is how technology enthusiasts live in China."
    If that is the case, then they will likely be buying 2 r9 290x graphics cards to run in crossfire so that they can get 120FPS on Ultra settings in BF4. AMD has the top end discrete graphics covered as well. Although isn't BF4 banned in China now? lol
    Feb 12, 2014. 12:04 PM | Likes Like |Link to Comment
  • AMD's Dual Graphics Will Disrupt Gaming Market [View article]
    Thank you for your very insightful article. I also agree with your point when you say: "I can see strong Kaveri sales in emerging markets and China where consumers are very price conscious."
    AMD easily offers the best bang for the buck with Kaveri and future APUs. China/India will be a huge market for this, not even to mention the Console Ban being lifted in China a few months ago. An AMD APU has all the same functionality as an Intel CPU and in addition to that you have a much more intelligent and complete all-in-one chip design. Kaveri is 200% to 300% faster when it comes to games and graphics when compared to an Intel chip for the same price. By its very nature, the APU design will win. Intel cannot offer customers anything more functionality-wise than AMD. AMD has also come closer to Intel in terms of power consumption and efficiency, to the point where an AMD laptop can have just as great of battery life as an Intel laptop. All it takes now is for companies like Lenovo and HP and Dell to start releasing these laptops that are hundreds of dollars cheaper than Intel laptops, all while offering MORE functionality than Intel (huge improvements in games+graphics performance). When buying one of these laptops or home theater boxes, you are getting the most complete package of processing power ever created in one chip, all for a fraction of the cost of an Intel chip. Intel should be afraid of AMD's superior design and the rapidly shrinking lead that Intel has in manufacturing technology. TSMC and GF will be mass producing 20nm chips this year and lower. Intel is at the end of its game and has no further room for growth. ARM closing in on one side and AMD closing in on the other. Who really thinks today that Intel will have any significant growth this year? But who cares about Intel, that is a tired argument. Intel doesn't have to do poorly for AMD to succeed and grow. Just my $0.02
    Feb 12, 2014. 02:25 AM | 2 Likes Like |Link to Comment
  • AMD: A Review Of Kaveri [View article]
    "I would like to see Kaveri laptops more aggressively marketed by AMD and OEM partners at launch."

    Can't wait... I am buying a Kaveri laptop this year to upgrade my 2012 A10 Trinity laptop which allows me to play my 200+ games on Steam at Medium to High graphics. AMD will insure that the next decade worth of games is developed and optimized to run on their hardware. Having a Kaveri laptop or home theater box will give you a console that isn't constricted by the Xbox1 or PS4 ecosystem. Intel is still several generations behind when it comes to graphics and AMD can abuse their position in this respect. CPUs have reached a point of diminishing returns when it comes to performance. Performance in real world applications / productivity / browsing / multimedia is hardly improved by using an Intel i5 or i7, so why should you pay a premium for Intel? Is it worthwhile to pay a 50% or 100% higher price for an Intel chip that is 10% faster in some useless benchmarks and has less than half the capability of Kaveri when it comes to games and multimedia? I'd rather have a cheaper Kaveri laptop that has more functionality as a gaming / media hub as well as everything else "Intel has to offer".

    You are a good aggregator of information Justin, thanks for the article.
    Jan 25, 2014. 03:48 AM | 16 Likes Like |Link to Comment
  • AMD's Revolution In Computing: The APU [View article]
    I hope we can test out Mantle soon! I would also love to see Valve make all of their games run on Mantle also. With the way that Valve has been moving away from MS, that doesn't seem like much of a stretch at all. AMD is looking better than ever today and innovating for the next decade of computing via HSA/Mantle/APUs.
    Jan 21, 2014. 02:55 PM | 3 Likes Like |Link to Comment
  • AMD A Better Investment Than Intel In 2014 [View article]
    I agree completely... it is NOT a zero-sum game. Intel doesn't have to do poorly for AMD to succeed nor the opposite.
    AMD Market Cap = 3.00B
    Intel Market Cap = 126.65B
    just based off of that, who has more room for growth this year?
    Jan 13, 2014. 03:06 PM | 11 Likes Like |Link to Comment
  • AMD: A Preview Of The Kaveri Release [View article]
    Kaveri makes for the best bang-for-the-buck budget minded SteamBox-HTPC-Console for $300-$500
    I could play my entire Steam game library on that

    I can't wait to upgrade my laptop to a Kaveri APU also!
    Jan 7, 2014. 04:38 AM | 4 Likes Like |Link to Comment
  • Advanced Micro Devices' Management Presents at Raymond James Systems, Semiconductors, Software & Supply Chain Conference (Transcript) [View article]
    Once the massive number of shorts are forced into becoming longs (soon) they will turn around and "discover" the value of this stock.

    Last I saw the days to cover was at 8.58!
    Anyone have an update to that? :)
    Dec 11, 2013. 12:06 AM | Likes Like |Link to Comment
  • Advanced Micro Devices: Consoles And Semi-Custom More Profitable Than Expected [View article]
    Thanks Justin for a straightforward and easy to follow article.
    I very much agree with your statement saying "any design win for AMD is accretive to earnings".
    AMD current Market Cap is 2.45B
    Intel current Market Cap is 118.06B
    (Intel has a 48.19 times the Market Cap that AMD has)

    AMD does not need to succeed on the level of Intel in order to have significant growth. Any new markets and design wins for the underdog (AMD) are much more significant and can lead to a 100% upside in stock price within the next year even. There is no way in the world that would ever be possible with Intel within a year.
    Nov 25, 2013. 04:40 PM | 7 Likes Like |Link to Comment
  • Intel Turns The Screws On AMD [View article]
    I am not accusing you of FUD, I don't need to do that as plenty of others already have. I am simply explaining what the term means in order for others to make their own judgement. So since you deal in facts and not fantasy... let me ask you again for your 6 / 12 month price target for Intel as well as AMD. Also let me again ask you if you honestly think that Intel has more upside right now than AMD does. I'll be waiting.
    Nov 24, 2013. 07:25 PM | 3 Likes Like |Link to Comment
  • Intel Turns The Screws On AMD [View article]
    Ashraf, please make your prediction of where AMD's stock price will be 6 / 12 months from now as well as where Intel's stock price will be in 6 / 12 months, so that we can hold you to it.
    Do you honestly think that Intel has more upside?

    Fear, uncertainty and doubt (FUD) is a tactic used in sales, marketing, public relations, politics and propaganda.

    FUD is generally a strategic attempt to influence perception by disseminating negative and dubious or false information. An individual firm, for example, might use FUD to invite unfavorable opinions and speculation about a competitor's product; to increase the general estimation of switching costs among current customers; or to maintain leverage over a current business partner who could potentially become a rival.
    Nov 24, 2013. 07:00 PM | 1 Like Like |Link to Comment
  • Will AMD Thrive Or Just Survive? [View article]
    Inventory for what is called a console rollout.

    Have you heard of it?
    Nov 20, 2013. 06:55 PM | 6 Likes Like |Link to Comment
  • OCZ Implodes: Even At 75 Cents You Should Avoid It [View article]
    so why spend a paragraph talking about it?
    Nov 4, 2013. 07:55 PM | Likes Like |Link to Comment