Seeking Alpha

mKiwi

mKiwi
Send Message
View as an RSS Feed
View mKiwi's Comments BY TICKER:
Latest  |  Highest rated
  • AMD rises 3% on tech site's Microsoft buyout rumor [View news story]
    @Fib

    Thanks for your excellent contribution and expert analysis. As always your input is well considered and quite profound ;)
    Jul 3, 2015. 05:28 PM | Likes Like |Link to Comment
  • AMD rises 3% on tech site's Microsoft buyout rumor [View news story]
    Tech Industry Heavyweights Debate the Future of VR at AMD ‘VR Advisory Council’

    "However, the company’s boldest move by far was to gather a selection of consumer electronics retailers and manufacturers, throw them in a room with assorted VR developers and community members, and let them verbally duke it out over their vision of the VR industry’s evolution."

    "Heavyweights like Best Buy, BAFTA (British Academy of Film and Theatre Arts), DSG (Dixons Store Group), The Visual Effects Society, 20th Century Fox, HP, HTC, Alienware, Microsoft, Unity and Futuremark shared the floor with representatives from the VR development community including content creators Reload Studios, Ragnarok, Zypre (The Production Studio behind ‘First’ the Wright Bros short) and Unity Technologies (not to mention Road to VR)."

    http://bit.ly/1IWktsX
    Jul 3, 2015. 04:57 PM | Likes Like |Link to Comment
  • AMD rises 3% on tech site's Microsoft buyout rumor [View news story]
    Some people may consider AMD achieving placement in a new supercomputer cluster as noteworthy news.

    http://bit.ly/1JDpaL9

    “We’re committed to building our HPC leadership position in the industry as a foremost provider of computing applications, tools and technologies,” said Sean Burke, corporate vice-president and general manager, AMD Professional Graphics. “This installation reaffirms AMD’s leading role in HPC with the implementation of the AMD FirePro S9150 server GPUs in this 1.5 petaFLOPS supercomputer cluster. AMD and Dell are enabling OpenCL™ applications for critical science research usage for this cluster. AMD is proud to collaborate with Dell and NGSC to support such important life science and computer science research.”
    Jul 2, 2015. 06:02 PM | Likes Like |Link to Comment
  • AMD rises 3% on tech site's Microsoft buyout rumor [View news story]
    AMD and Dell Support Bioinformatics Studies at University of Warsaw in Poland

    "SUNNYVALE, CA, Jul 02, 2015 (Marketwired via COMTEX) -- AMD AMD, +4.55% today unveiled innovation in heterogeneous high performance computing (HPC) by delivering more than 1.5 petaFLOPS of AMD FirePro(TM) S9150 server GPU performance for the Next Generation Sequencing Centre (NGSC) at the Centre of New Technologies, University of Warsaw in support of bioinformatics research related to next generation sequencing (NGS) studies. The new ORION cluster features 150 Dell PowerEdge R730 servers with two AMD FirePro S9150 server GPUs, for a total GPU peak of 1.52 petaFLOPS single precision and 0.76 petaFLOPS double precision performance(1). The energy-efficient cluster enables high speed and efficient calculations for genomic data, applicable to a range of genomics and bioinformatics studies, using a fast and power efficient OpenCL(TM) implementation for research applications."

    http://on.mktw.net/1JD...
    Jul 2, 2015. 05:35 PM | 1 Like Like |Link to Comment
  • AMD rises 3% on tech site's Microsoft buyout rumor [View news story]
    This company is bringing VR to Hollywood by teaming up with the Creative Artists Agency

    "AMD AMD 2.99% has partnered with Creative Artists Agency (CAA) to equip many Hollywood creatives with Liquid VR, which is designed to allow everyone from game developers to universities to Hollywood directors the ability develop VR experiences."

    http://for.tn/1Ju6PzO
    Jul 1, 2015. 07:16 AM | Likes Like |Link to Comment
  • AMD rises 3% on tech site's Microsoft buyout rumor [View news story]
    I think the great thing Tommy is that AMD and nVidia really don't need to develop whole new products to participate in the VR revolution. VR represents an opportunity for both companies to utilize existing products (discrete GPU's) in an exciting new way.

    You think about that zSpace VR deployment. This could mean that some students who can't participate in class in the real world, could participate in VR.

    Imagine this technology from a disability view point. Students that may have limited mobility suddenly have the opportunity to participate in an education environment that formally was not accessible.

    Busy professionals who may want to up-skill but didn't have the time may be able to participate in a VR environment. If they are working when classes are in session, they could choose an education facility in a different time zone.

    This is the exciting thing about VR. It's a technology that doesn't just apply to gaming.
    Jun 30, 2015. 11:36 PM | Likes Like |Link to Comment
  • AMD rises 3% on tech site's Microsoft buyout rumor [View news story]
    Advanced Micro Devices : AMD FirePro(TM) Graphics Powers Virtual Reality Solution From zSpace

    "SUNNYVALE, CA--(Marketwired - Jun 30, 2015) - AMD (NASDAQ: AMD) today announced that zSpace has chosen AMD FirePro™ W5170M graphics to power the new zSpace for Education enabling real world virtual reality in the classroom. Unlike other VR solutions, AMD FirePro professional graphics-powered zSpace for Education delivers interaction and group collaboration through a VR precision 'stylus' to naturally access the virtual experience matched with a head-tracking computer display in an innovative, all-in-one design."

    http://bit.ly/1eZ14jX

    Here is a good article:

    AMD's chance to leapfrog Nvidia with more than just numbers

    http://bit.ly/1eZ21bR
    Jun 30, 2015. 08:21 PM | 2 Likes Like |Link to Comment
  • AMD rises 3% on tech site's Microsoft buyout rumor [View news story]
    AMD: Zen chips headed to desktops, servers in 2016

    "Also, the first Zen-based cores are just the beginning. Future "Zen+" variants of this architecture should improve per-clock performance even further."

    http://tinyurl.com/mo3...
    Jun 30, 2015. 07:30 PM | Likes Like |Link to Comment
  • AMD rises 3% on tech site's Microsoft buyout rumor [View news story]
    AMD Introduces Zen, Zen+ Architecture, Expects 40% IPC Performance Increase

    "Following the introduction of Zen, AMD has a Zen+ micro-architecture in the works as well which will further improve IPC performance, but no additional information on Zen+ has been provided."

    http://tinyurl.com/oqo...

    Whiteknave

    Search using:

    amd (ZEN+)

    on Bing

    xxavatarxx

    You haven't migrated to Yahoo forum yet?
    Jun 30, 2015. 06:50 PM | Likes Like |Link to Comment
  • AMD rises 3% on tech site's Microsoft buyout rumor [View news story]
    AMD: Technologies we are developing will make impact 3-5 years from now

    "Next year AMD plans to release microprocessors for high-end desktops and servers based on “Zen” micro-architecture. In 2017 the company will ramp production of such chips and will also introduce its first CPUs featuring ARMv8-compatible “K12” cores. Both “Zen” and “K12” are essentially ready; today AMD is working on “Zen+” and “K12+” micro-architectures that will make it to the market in 2018 – 2019."

    http://tinyurl.com/omx...

    That's an interesting bit of news.

    So ZEN's ready to roll ;)

    Yeah Baby!
    Jun 30, 2015. 05:48 AM | 2 Likes Like |Link to Comment
  • AMD rises 3% on tech site's Microsoft buyout rumor [View news story]
    Microsoft may be interested in buying struggling chip vendor AMD

    From Windows Central

    "Microsoft may be interested in buying AMD, according to a new report citing unnamed sources familiar with the matter. Microsoft has a lot to gain by acquiring AMD's APU business, given the Redmond giant's ambitions in the console gaming segment."

    http://tinyurl.com/qyo...
    Jun 30, 2015. 04:10 AM | 1 Like Like |Link to Comment
  • AMD rises 3% on tech site's Microsoft buyout rumor [View news story]
    Intel is spearheading a Wintel thrust into the mobile arena for which Intel supplies contra revenue and MSFT supply FREE versions of MS Windows. If AMD release competitive products (ZEN) that drain Intel's thrust, that is to say AMD release competitive products that reduce Intel's market share, where does that leave MSFT?

    MSFT Windows needs to gain ground against Android and possibley IOS and Intel are the 300 pound gorilla in the room.

    The interesting opportunity for AMD is that while AMD themselves can't spearhead a thrust into the mobile arena because of their situation, AMD can piggy back on Wintel's gains. If X86 gains a meaningful beachhead in the mobile arena, then AMD stands to benefit indirectly.

    People look for Windows products to buy and AMD will supply some of that product.

    AMD aren't ploughing the green fields, but they may reap some of the harvest.

    That's only my view anyway :)
    Jun 30, 2015. 02:53 AM | 4 Likes Like |Link to Comment
  • AMD rises 3% on tech site's Microsoft buyout rumor [View news story]
    I don't find this takeover bid surprising.

    In fact I recently made this comment to one of the other contributors on SA:

    "I seem to recall the shorts saying the same thing with Nokia the night before the Microsoft takeover of the D&S division was announced. The next day the shares skyrocketed in value. Don't be afraid to take some loot off the table."
    Jun 30, 2015. 02:39 AM | 2 Likes Like |Link to Comment
  • AMD -7%, NVDA -2.2% after Micron's earnings; Fury X reviews mixed [View news story]
    Fury 4gb is a very stable well engineered card.

    This is what it has going for it:

    The card has water cooling so it runs real cool. It was found to run at around half the temperature of the air cooled 980 ti. This should improve reliability. Apple and their ilk don't want cards that are unreliable because they cause warranty claims. Having cards that can be readily overclocked, makes the cards run outside manufactures specs. Companies such as Apple and HP pay the price for gamers running the cards beyond manufactures specs.

    The gamer gets a woopee and the manufacturer pays when the cards fail. Making the cards readily overclockable might win a few reviews, but the company pays in the long run when cards burn out and are returned under warranty.

    Fury 4gb has similar performance to 980 ti before the Fury drivers are optimized.

    Fury 4GB has a smaller footprint and this means it can be used in interesting new designs.

    I believe AMD made the correct decision to deploy the 4GB card with HBM1 because they will enjoy first mover advantage. They may get 6 months, perhaps 9 months, perhaps even one year lead time on nVidia before nVidia deploy Pascal.

    nVidia will later deploy Pascal with HBM2 at 16nm and AMD will answer that with HBM2 at 14nm.
    Jun 29, 2015. 05:14 PM | 1 Like Like |Link to Comment
  • AMD Fails Again: Keeping It In Perspective [View article]
    Fib

    AMD is a very volatile stock and the price goes up and down like crazy.

    When the price is down, it doesn't take a genius to say the price will likely rise.

    Likewise, when the price is up, it doesn't take a genius to say that the price will probably go down again.

    It's not rocket science.

    When your out on a fishing boat, it's not surprising when the boat rises at the peak of a wave. You also know that the boat will go down again in the trough. I think most people understand this.
    Jun 29, 2015. 04:57 PM | 1 Like Like |Link to Comment
COMMENTS STATS
865 Comments
910 Likes