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mKiwi

mKiwi
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  • AMD jumps above $2.50 on M&A rumor [View news story]
    Don't you watch CNBC.

    They really love big macs too and of course chicken McNuggets.
    Jan 26, 2015. 11:06 PM | Likes Like |Link to Comment
  • AMD jumps above $2.50 on M&A rumor [View news story]
    Well done Rav55
    Jan 26, 2015. 07:35 PM | 1 Like Like |Link to Comment
  • AMD jumps above $2.50 on M&A rumor [View news story]
    Intel would be very nervous because they love having a hamstrung AMD as a also ran competitor. Imagine for one moment that AMD were suddenly flush with cash (albeit Chinese cash).

    Suddenly Intel would have a bonafide well financed first rate competitor with quite possibly very competitive technology (ZEN, K12, 14nm FinFet, HSA, GCN, Skybridge, Mantle, stc).
    Jan 26, 2015. 07:31 PM | 2 Likes Like |Link to Comment
  • AMD jumps above $2.50 on M&A rumor [View news story]
    How about we leave Defense applications to one side for the moment.

    Let us consider the driver-less cars that are set to revolutionize the automotive industry. My understanding is that the vehicles use radar, gps, and also cameras to process images and graphical information. Using cameras to identify children or animals or any obstruction impeding the path of the vehicle.

    Having powerful graphical capabilities such as those offered by AMD and nVidea must make these two companies very attractive to a wide range of industries.

    AMD's is already doing very well in embedded applications for military, medical and industrial applications.
    Jan 26, 2015. 07:22 PM | 2 Likes Like |Link to Comment
  • AMD jumps above $2.50 on M&A rumor [View news story]
    This is a very interesting development.

    If the rumour proves to be correct I believe this could turn into an all out bidding war.

    If a Chinese company tenders a bid for AMD what do you think Mubadala or Samsung, or Microsoft or Sony et. al. will do?

    Do you think this Chinese company will be the sole bidder for AMD at this crazy low price?

    Would Microsoft or Sony be happy for AMD to fall into foreign ownership given that they rely upon AMD for their gaming console chips?

    If a bid materialises it could initiate an all out bidding war for beleaguered AMD.

    anubis44 (later in the comments) see's AMD's value northwards of $11 +. If this bid materialises and starts a bidding war we could see $10 in very short order.
    Jan 26, 2015. 03:55 PM | 1 Like Like |Link to Comment
  • AMD: Q4'14 To Be Weak But 2015 Looks Promising [View article]
    Trefis

    Keep up the good work. Try and ignore the boorish comments that a positive article about AMD will undoubtedly generate.

    Well done.
    Jan 15, 2015. 03:57 PM | 3 Likes Like |Link to Comment
  • Three senior AMD execs depart [View news story]
    Here is more info on the WSA:
    http://bit.ly/1hCVPiM
    Jan 15, 2015. 05:10 AM | Likes Like |Link to Comment
  • Three senior AMD execs depart [View news story]
    BlueStacks steps things up with AMD to bring full Android to Windows

    "Working in conjunction with AMD, BlueStacks is promising to bring the full Android experience to Windows users. Powered by fourth generation AMD APUs, the latest version of BlueStacks provides access to the complete Android interface rather than just individual apps.

    "We're working with AMD to build the next great PC and AMD's industry-leading hardware allows for a more flexible experience with Android apps on the PC for end-users," said Rosen Sharma, CEO, BlueStacks."

    http://bit.ly/1xXXcW4
    Jan 13, 2015. 06:30 PM | Likes Like |Link to Comment
  • Three senior AMD execs depart [View news story]
    AMD Embedded Radeon(TM) HD 7850 GPU Accelerates Medical Imaging

    "AMD (NASDAQ: AMD) today announced that the AMD Embedded Radeon™ HD 7850 GPU is enabling cutting-edge application performance for the BK Ultrasound, powered by Analogic, bk3000™ ultrasound system. Analogic is a leader in developing healthcare and security technology solutions to advance the practice of medicine to save lives."

    http://cnnmon.ie/1xXW8Bt
    Jan 13, 2015. 06:17 PM | Likes Like |Link to Comment
  • Three senior AMD execs depart [View news story]
    AMD doesn't need seat polishes. It needs competent engineers and some marketing talent.

    Let us hope that Mr Keller stay's the course and bring's ZEN and K12 Widowmaker to fruition.

    AMD is a company in transition. Having a women CEO and a very cleaver women may be disconcerting for these guy's. If that's the case then adieu, hasta la vista, cheerio and goodbye.

    A PHD works for me.

    I think AMD is also looking East and looking to ASIA and they are also adopting Android and ARM. These are major changes and perhaps it is time to usher out the old guard if they can't adapt to the new focus of AMD.
    Jan 12, 2015. 07:18 PM | 9 Likes Like |Link to Comment
  • Strong N1 Tablet Sales Confirm Nokia's Global Brand Appeal [View article]
    I think there will be many happy campers all around the world who appreciate the Nokia brand who wanted a fabulous Nokia Android phone. Those customers waited for many years for the changes that are taking place at the moment.

    I love my Nokia 1020 smartphone and if Nokia designed an equivalent running on Android, I would be very tempted to buy one to use in conjunction with my Nokia 1020.

    Nokia are a little late to the party but I suspect that there will be many Euro's overjoyed that their favourite home grown brand lives on.
    Jan 10, 2015. 03:08 PM | 5 Likes Like |Link to Comment
  • PlayStation 4 sales top 18.5M [View news story]
    AMD Fiji XT R9 390X Leaked For The Third Time On Zauba – 20nm Looks Promising

    "AMD’s elusive high-end GPU has been spotted for the third time in the Zauba shipping database. The flagship will allegedly power the R9 390X. This time however unlike the previous two leaks not one, not two and not even three but four PCB assemblies for the GPU have been shipped. And for the first time the listing included a very peculiar suffix “(FOC)” which we believe stands for Full Operational Capacity.

    Read more: http://bit.ly/1BJW7Ah
    Jan 7, 2015. 09:25 PM | 2 Likes Like |Link to Comment
  • The $250 Nokia N1 Tablet Is A Future Growth Catalyst [View article]
    I love my Nokia 1020 smartphone. I think you can almost sign me up for one of these devices right now. I hope the devices will perform on a par with the old Nokia devices.

    Here mapping is fabulous for navigation and I hope Nokia work with Google and or Microsoft to ensure Here mapping provides navigation based on the search engine results from both those corporations.

    I hope that Nokia make the Here suite of applications integral to the device as I believe they really compliment the user experience of Nokia devices.

    I hold some AMD shares so here's a plug for AMD. I hope that circa 2016, Nokia consider the new generation AMD tablet parts that will succeed the 2015 Nolan iteration. The 2016 iteration will be designed on Samsung's 14nm FinFet process and will have all new x86 architecture designed by Mr Jim Keller and his design team. You will get superior quality gaming performance thanks to the embedded Radeon graphics and the power efficient 14nm FinFet process.

    So 2016, Nokia can produce a full on x86 gaming tablet based on the very latest AMD tablet APU scheduled for production around 2016.
    Jan 3, 2015. 05:24 PM | 3 Likes Like |Link to Comment
  • Intel Isn't Such A Big Deal To AMD Anymore [View article]
    WOW. I really like your summary pohzzer.
    Jan 2, 2015. 02:46 PM | 2 Likes Like |Link to Comment
  • Intel Isn't Such A Big Deal To AMD Anymore [View article]
    Thanks for the article Sean.

    I believe it is a well balanced article that accurately portrays AMD's current position highlighting their strengths and weaknesses.

    Many people in SA criticize AMD's current APU's and CPU's on purely technical considerations however I believe this view is not shared by the mass market.

    I have personally used many AMD powered computer systems and I believe that they work perfectly fine for the average Joe consumer. I believe that consumers all over the world will appreciate AMD's value proposition. Consumers in China, in India, in South America, in Asia and in Europe too. When you come out of your ivy towers and boffin laboratories you might see that every day mum and dad consumers will appreciate AMD's value proposition. You get good quality graphics in an affordable balanced system.

    It is true that AMD's current crop of apu's and cpu's often find themselves in budget or entry level systems but these systems are well positioned to gain market share for AMD in developing and emerging markets.

    Bulldozer and Intel alone weren't the causes of AMD's market woes. AMD like Intel and NVidia face competition from a plethora of mobile computing devices.

    AMD's decision to divest it's chip fabrication plants to Global Foundries appears to be paying handsome dividends. The burden of playing leap frog with Intel developing chip fabrication plants has been removed from AMD's shoulders. AMD can now concentrate on designing computer and graphics chips based on it's forty years of industry experience and it's wealth of IP. Global Foundries strategic relationship with Samsung to provide leading edge fabrication process technology means that AMD will have best in industry technology going forward; perhaps for the first time in AMD's history.

    I think we must also consider and remember the total adressable market open to AMD.

    Many people suggest Bulldozer has been a blight that has plagued AMD. We know that Mr Keller and his design teams are redesigning new X86 and ARM architectures for 2016 that will coincide with the deployment of Samsung's FinFet process technology. These developments have the potential to thrust AMD back into a competitive position with regard to Intel thus transforming AMD's profitability with regard to AMD's total adressable market.

    AMD have a solid cornerstone shareholder in Mubadala. Mubadala currently hold approx. 18% of AMD shares. Some people may consider AMD ripe for the plucking because of their wealth of industry IP developed over 40 years. This wealth of industry IP combined with the low market capitalisation make AMD a sitting target for a well financed takeover offer.

    Consider for a moment Microsoft's takeover of Nokia's D&S division. Microsoft purchased Nokia's D&S division in what many may consider a very canny deal and since then, MSFT's share price has gone through the ceiling. AMD's IP would compliment many large Nasdaq companies so are they a takeover target?
    Jan 2, 2015. 02:21 PM | 5 Likes Like |Link to Comment
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