Seeking Alpha


Send Message
View as an RSS Feed
View mKiwi's Comments BY TICKER:
Latest  |  Highest rated
  • Report: Nokia plans to launch new phones, working on VR projects [View news story]
    Hi Seppo

    I think what these products also do is that they help Nokia to fully understand and remember the nuances of the mobile devices.

    Because Nokia will become one of the largest mobile network infrastructure companies with the Alcatel deal, producing these handsets helps Nokia keep in touch with the end user.

    It reminds Nokia that there is actually a person on the end of the line. This also applies to the mapping business.

    Some of the users of Here mapping have complained in this forum that the functionality of the Here mapping has changed. I have noticed this with my 1020.

    Selling handsets regardless of the profitability helps management to think-about the needs and requirements of the end-user rather than say thinking about network infrastructure and doing that can mean that Nokia can produce better mobile networks to better serve the requirements of the end user.
    Apr 21, 2015. 09:22 AM | 3 Likes Like |Link to Comment
  • AMD Versus Intel: Here's Why David Won't Slay Goliath In 2015 [View article]

    If anyone can do a gaming tablet, then it should be AMD.

    AMD produce the console chips for the leading gaming consoles and they also produce quality discrete gaming graphic cards.

    Lets face it, one tablet looks and works very much like another. So is it the external design of the tablet that will sell it or does AMD have anything unique to bake into a tablet, that might make it desirable.

    I believe it is fair to say that AMD have street credentials with the gaming community.

    We know AMD can't compete on the very low end. The question is one of how much could you sell an AMD branded tablet for and how much profit could you make?

    If AMD were to work a deal with Foxconn to produce an AMD tablet, could AMD somehow set the tablet apart (differentiate it) from lesser cheaper tablets?

    Someone mentioned a limited run. I can't remember the size of the production run. Might of been 100,000.

    I believe that with the Nokia Foxconn deal Foxconn essentially manufacture the products and take responsibility for marketing and distribution of the products.

    Why can't this work for AMD?
    Apr 21, 2015. 08:57 AM | Likes Like |Link to Comment
  • AMD Versus Intel: Here's Why David Won't Slay Goliath In 2015 [View article]

    Intel also has to compete with a flood of cheap products flooding in from certain (unnamed) countries. If they have to compete on merit against white box tablets, then perhaps Intel products would be uncompetitive and students in the West would have to pay a fortune for Apple iPads or use inferior products that they can afford (aforementioned white box tablets).

    On the flip side of this dubious business practice (contra payments) people get to buy perhaps better quality affordable tablets. Perhaps it gives Wintel a chance to be competitive in this demographic remembering that MSFT have made copies of Win8 free under a certain screen size. This puts Windows tablets in the hands of students where they should be verses becoming an essentially irrelevant ecosystem.

    AMD doesn't squeal too loudly at these contra payments and MSFT scratches AMD's back throwing them a bone with the XBox1 console chips.

    AMD can't afford to compete with these cheap whitebox products so Intel really isn't denying AMD acess to this market. I think Intel were however bitch slapped when they were paying OEM's not to use AMD products which is another matter entirely.

    I would like to see AMD emulate Nokia and do a deal with say foxconn (if you can't beat them, join them :) I think there could be good demand for a dedicated AMD branded gaming tablet with better than average graphics capabilities.

    Some would say that this competes directly with the large OEM's that use AMD products but none of them are producing AMD based tablets. Perhaps AMD could refrain from dumping unused Mullins parts and ship a few to Foxconn. I'd love to see at least one nice deployment of the Mullins part.
    Apr 21, 2015. 07:22 AM | 1 Like Like |Link to Comment
  • AMD Versus Intel: Here's Why David Won't Slay Goliath In 2015 [View article]

    I agree with much of what you are saying. AMD are moving computing forward and that is good for everyone. However it does appear that they need to put more effort into monetizing their advancements.

    They just can't afford to finance all of these projects if the fruits are not coming to market and yielding financial results.

    All the engineering is great but I think they need a hard ruthless business leader to sharpen the pencil so to speak. Warm and fuzzy is good but the time for that is nearing an end.

    AMD need time to deploy their new technology. If their finances aren't in order many investors will start to think about possible insolvency.
    Apr 20, 2015. 06:40 PM | 1 Like Like |Link to Comment
  • Report: Nokia plans to launch new phones, working on VR projects [View news story]
    My Nokia 1020 has never malfunctioned when typing.
    Apr 20, 2015. 06:00 PM | 3 Likes Like |Link to Comment
  • PC sales fall sharply in Q1 [View news story]
    Thanks for that Bruce. My PC's a wee bit older than 2010 :)
    Apr 10, 2015. 06:38 PM | Likes Like |Link to Comment
  • PC sales fall sharply in Q1 [View news story]
    We have a 55" Samsung smart TV. I enjoy streaming Youtube content to the TV and up until now I have been using a Windows laptop connected to the TV via HDMI Cable.

    Last night I was playing around with our Samsung Galaxy Tab4 tablet and I discovered Samsung's "Samsung Link" app.

    After playing around for awhile and downloading the latest versions of the software, I was able to stream content to the TV from the tablet using the WiFi connectivity. I was streaming Youtube music videos that I had saved on the tablet wirelessly to the TV. I believe this is the functionality that Windows must achieve to entice people to upgrade their PC's. The Samsung tablet communicated with the TV plus it communicated with our Denon amplifier. Microsoft must embrace the Internet of things and work with manufactures such as Samsung, Denon and all the others so that the PC's function and interact with all the modern devices found in a modern 21st century home. Microsoft engineers need to pull their fingers out and get with the Internet of things and with the mobile device revolution because Google are there and they are rapidly embracing mobility and ubiquitous computing.

    Microsoft engineers need to visit new housing subdivisions and work with the people installing communication networks, security, CCTV installations, electricity, telecommunications into a modern home.

    The PC should be at the centre of these new homes. Microsoft should make the PC part of the new home installation. Make people want and desire a new modern computer in their state of the art new homes.

    For example people may install a CCTV surveillance system in their new home. Microsoft should incorporate connectivity so that the CCTV system can be connected to the PC and possibly be controlled by the PC and or share images over the internet to a Microsoft phone or Tablet.

    The PC should interact with the entertainment equipment in the home such as the TV and stereo amplifier.

    Not in an add hoc manner as if it were an after thought. But it should be seamless integration of the PC as the central control device for the home.
    Apr 9, 2015. 09:37 PM | Likes Like |Link to Comment
  • AMD's Rapidly Declining R&D Myth [View article]
    The mobile space is so important to so many very large powerful corporations and AMD have interesting IP in terms of their graphics IP.

    For that reason Gofx, I can imagine a buyout happening.
    Apr 9, 2015. 06:49 PM | Likes Like |Link to Comment
  • AMD's Rapidly Declining R&D Myth [View article]
    Avatar Party Pooper

    Looking at the likes from my last refrain, it seems that others agree your negativity is boorish.
    Apr 7, 2015. 05:53 PM | 1 Like Like |Link to Comment
  • AMD's Rapidly Declining R&D Myth [View article]
    AMD Notches Embedded Win With Samsung

    "Samsung is using AMD's R-Series embedded APUs in its digital signage system, bolstering the chip maker's efforts to extend its reach beyond PCs."

    Does this deal foreshadow a closer relationship between AMD and Samsung or does it perhaps foreshadow the takeover of AMD by Samsung as recent rumour suggested?

    Samsung setzt auf Embedded-APUs von AMD

    "Just recently, AMD Embedded another deal with General Electric , which AMD products will use in their Industrial Internet Modules and Analogic which 7850 fit an embedded version of the Radeon HD in their medical.

    Back to Samsung : Samsung will fit an APU with x86 cores and a 4K -capable Radeon R6 graphics unit in the SBB B64DV4 Media Player. The built-in computing unit to HSA fully support and hence can distribute workload optimally and dynamically.

    It turns out that AMD's embedded ambitions begin gradually to bear fruit . Already with the console deals with Microsoft and Sony , the small California company is a huge step forward gone with his semi-custom segment. Nintendo also intended to set an IP supplier in"
    Apr 7, 2015. 03:37 PM | 1 Like Like |Link to Comment
  • AMD's Rapidly Declining R&D Myth [View article]
    The interesting thing with that "so called" benchmark comparison is that it foreshadows the release of the actual cards that will be released in the "VERY NEAR" future. And it reminds investors that AMD are not out of the game and they have some very interesting hardware in the pipeline for release very soon. I believe R9 395X2 is scheduled for release around Q4 15.

    Does anyone know when AMD Q215 results are released?
    Apr 6, 2015. 05:57 PM | Likes Like |Link to Comment
  • AMD's Rapidly Declining R&D Myth [View article]
    "AMD is dead money right now.
    AMD is basically useless right now."

    Quite the contrary Fib.

    You are the quintessential trader espousing the virtues of buying and selling at the opportune moment. AMD has been very volatile quarter over quarter and competent traders should have been making a fortune trading AMD shares. Much more than they would ever make trading Intel shares or even buying and holding Intel shares.
    Apr 6, 2015. 05:52 PM | 1 Like Like |Link to Comment
  • AMD's Rapidly Declining R&D Myth [View article]
    Apparently the new AMD R9 395X2 is available for benchmarking?

    I didn't realize that the R9 395X2 with HBM1 was released yet?

    Nvidia GTX 990 Ti 24GB And AMD R9 395X2 16GB Benchmarked and Reviewed

    "Moving on to the Red Team. This is the first time that we’ve ever got to see the R9 395X2. This is a dual GPU card just like the 990 Ti. Featuring two Fiji XT GPUs each rocking 4092 GCN cores for a total of 8184 GCN cores. Each GPU features a 4092bit wide IO memory interface feeding 8GB of stacked HBM1 for a total of 16GB of HBM running at 1.25Ghz. Resulting in a massive 640GB/s of bandwidth per GPU, twice that of the GTX 990 Ti. Each Fiji XT GPU is clocked at 1080Mhz which once again makes this the highest clocked graphics card ever produced by AMD. And easily the fastest, outperforming AMD’s previous R9 290X by nearly 300%."
    Apr 5, 2015. 03:39 PM | Likes Like |Link to Comment
  • AMD's Rapidly Declining R&D Myth [View article]

    Aren't you tired of being a moaning negative half empty glass kind of guy?
    Apr 4, 2015. 05:16 AM | 5 Likes Like |Link to Comment
  • AMD's Rapidly Declining R&D Myth [View article]
    MediaTek’s MT8163 Shows Up With Mysterious GPU? AMD Perhaps

    Read more:

    "On this occasion, Gizchina was able to get a hold of the specifications of Taiwanese semi-conductor manufacturing company and its upcoming SoC named MT8163. Thanks to the latest leak, it is expected that the upcoming mobile GPU is going to belong to AMD."
    Apr 3, 2015. 06:55 PM | 1 Like Like |Link to Comment