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mKiwi

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  • AMD Consecutively Sets 52-Week Lows - Should You Buy? [View article]
    Alienware 17: a Rare Breed of Unicorns

    "Alienware decided to replicate its dreadnaught, the Alienware 17, with an AMD-Powered counterpart. Equipped with an AMD Radeon HD R9 M290X and an 1920 x 1080 anti-glare screen, this option of the Alienware 17 comes at a cheaper price, roughly 300 euros cheaper than its NVIDIA brotherly-figure. Considering that this latest GPU from AMD doubles on the video RAM, 4GB opposed to the GeForce GTX 860M’s 2GB, this baby is a hell of deal."

    http://bit.ly/1zPcoEq
    Dec 22, 2014. 06:48 PM | Likes Like |Link to Comment
  • AMD Consecutively Sets 52-Week Lows - Should You Buy? [View article]
    Thanks for the comments RandSec

    Nintendo’s next console will likely use x86 AMD chip, just like the Xbox One and PS4

    "After securing both the Xbox One and PS4, it would appear that an AMD SoC will also be powering Nintendo’s next console. Nintendo has been hinting at new hardware for a while now, probably to appease any disgruntled gamers and shareholders over the Wii U’s lackluster impact in the eighth-generation console war — now, Shigeru Miyamoto has confirmed that Nintendo is working on a possible new gaming system, and AMD has confirmed that it’s got another major design win. Are they one and the same thing? Probably."

    http://bit.ly/1t3iTEa

    AMD and Intel preparing new tablet SoCs for 2015

    "Next year that should all change, Digitimes reports. AMD is planning to launch its x86-based Nolan and ARM-based Amur tablet processors. Nolan will be interface-compatible with ARM- and x86-based products making it suitable for Android and Windows tablets in a similar way to Intel's current Bay Trail. Amur will be based on the Cortex-A57 architecture with support for Android and other Linux-derivative operating systems."

    http://bit.ly/1t3jHsL
    Dec 22, 2014. 06:26 PM | Likes Like |Link to Comment
  • AMD Consecutively Sets 52-Week Lows - Should You Buy? [View article]
    If AMD rely on gaming console revenue and we know that MSFT and Sony finish their holiday season ramp in the 3rd quarter, surely logic dictates that revenue must decline in the fourth quarter as the ramp up for holiday season has been completed in the prior quarter. The greater the success of the gaming consoles and the greater the build up of gaming APU's in the third quarter, the greater the decline in the fourth quater.

    Do you seriously think AMD are on the brink of BK with 1 billion dollars of liquid assets and Mubadala as an 18% cornerstone shareholder?

    AMD Fiji XT R9 390X Spotted Again, Release Date Creeping In – Features HBM and Cutting Edge Manufacturing Process

    "Fiji XT is the GPU that’s allegedly going to power AMD’s first set of next generation graphics cards in 2015. The R9 390 series, rumored to be equipped with HBM 3D stacked memory and built on a new manufacturing process."

    "The fabled AMD Fiji XT GPU has cropped up again in the Zauba shipping database. This time however AMD has been a little more attentive to covering up the tracks."

    http://bit.ly/1zoib66

    "Leaked benchmarks that appeared recently on the Chip Hell forum here, claim to show that a yet unknown graphics card is over 15% faster than Nvidia’s GeForce GTX 980, yet consumes only 12W more power on average."

    "If true, AMD could well be launching a stunning graphics card early in 2015."

    http://onforb.es/1zNCeZb
    Dec 22, 2014. 07:22 AM | 1 Like Like |Link to Comment
  • AMD Consecutively Sets 52-Week Lows - Should You Buy? [View article]
    HP slows LatAm laptop sale decline with AMD processors

    "HP has managed to slow a sliding trend in laptop sales in key markets in Latin America using AMD processors that allow HP to sell its high-end Pavilion laptops for US$200 cheaper than last year but maintaining the same levels of performance and power."

    http://bit.ly/1yucZx5
    Dec 18, 2014. 05:58 AM | 2 Likes Like |Link to Comment
  • AMD Consecutively Sets 52-Week Lows - Should You Buy? [View article]
    There is a focus on 2016 and we all know that AMD will be migrating to Samsung's 14nm FinFet process around that time. We also know that Mr Keller and his team are working on Zen and K12.

    We know that 2015 is a transitional year because AMD will deploy key parts such as the new Caribbean Island GPU's at 20nm as a lead in to their 14/16 nm parts for 2016 and beyond.

    But it is easy to focus on these very important milestone events and miss the sea change at AMD. It can be difficult to see the wood for the trees :)

    The simple fact is that Rory Read ushered in a new error for AMD. He oversaw the integration of ATI and that integration is still proceeding. These articles that I have linked in the comments section illustrate that AMD are no longer solely dependant on the ailing PC market. They also illustrate that in actual fact AMD is still enjoying success in the PC market but they are also expanding their product portfolio and their income stream.

    $2 will work for me. I would like another top up.

    Better still, $1.
    Dec 15, 2014. 10:23 PM | 1 Like Like |Link to Comment
  • AMD Consecutively Sets 52-Week Lows - Should You Buy? [View article]
    AMD expanding into China Internet cafe market

    "AMD and Foxconn also announced a jointly developed Internet cafe PC using AMD's eight-core FX8300 processor and R9 270/R7 260X graphics card."

    http://bit.ly/1wBmiIf

    Kontron’s COM Express Steppes up to AMD’s G-Series SoC

    "Kontron offers many different computer-on-modules using processors from a variety of vendors, but when it comes to x86 system-on-chips (SoCs), the company has remained an Intel house. Now, Kontron has launched its first AMD G-Series SoC-based COM with the COMe-cSE6, which uses the COM Express Type 6 Compact (95 x 95mm) form factor. The company is diving into AMD G-Series SoCs with style, as three of the five supported G-Series SoCs used on this new COM have yet to be announced by AMD."

    http://bit.ly/1wAjZFt
    Dec 15, 2014. 03:41 PM | 1 Like Like |Link to Comment
  • AMD Consecutively Sets 52-Week Lows - Should You Buy? [View article]
    AMD May Engage in Nvidia – Samsung – Qualcomm Patent War

    "During the Raymond James’ Systems, Semiconductors, Software & Supply Chain Conference on December 8th. AMD’s Chief Financial Officer Devinder Kumar revealed that AMD has in fact considered legal action."

    "Hans Mosesmann – Raymond James
    I think investors are interested in seeing how this plays out with Nvidia as part of their lawsuit against the Samsung and Qualcomm regarding fundamental Graphics IP, now AMD obviously has as well a very deep portfolio of Graphics IP. Has management considered a strategy to monetize that like Nvidia is doing, and what would you need to do this and start that effort?

    Devinder Kumar – SVP and CFO
    Yes. We have considered that and we will explore possibilities in that area as we move forward."

    http://bit.ly/13rqwJ5
    Dec 15, 2014. 03:32 PM | Likes Like |Link to Comment
  • AMD Consecutively Sets 52-Week Lows - Should You Buy? [View article]
    AMD Getting Key Design Wins in Commercial And Enterprise Desktops, Thin Clients And Notebooks

    "There is no denying that while Advanced Micro Devices is making headway in the embedded and semi-custom markets, the PC CPU business has been a challenging one for them. They have struggled to maintain share in both the consumer and commercial PC space, but have recently been very quietly clawing back into the market and getting major design wins with all of the important commercial and enterprise players."

    "Right now, AMD has major design wins with Acer, HP, Dell and Lenovo in the commercial and enterprise notebook, thin client and desktop space, which is much better than where they were only a few years ago."

    "Partnering with Broadcom on connectivity also gives AMD an opportunity to provide quality wired and wireless communications, which they lack when you look at them compared to their major competitors that offer complete processing and connectivity solutions. Broadcom lacks major processing and graphics capabilities and AMD lacks connectivity, so the two are almost a match made in heaven. As a result, AMD’s partnership with Broadcom has enabled for a smarter and more enterprise-friendly solution that companies’ IT departments will find attractive"

    http://onforb.es/13rolFc
    Dec 15, 2014. 03:18 PM | 1 Like Like |Link to Comment
  • AMD Consecutively Sets 52-Week Lows - Should You Buy? [View article]
    AMD Hints at Powering a New Video Game Console – Would Feature Either ARM or x86 Architecture

    "This bit of news comes from a statement made by AMD’s chief financial officer, in which he hints towards a new gaming device that would be powered by either one of the two new semi-custom design wins that the company announced back in October. The high-ranking executive didn’t say much on the topic, but given the favorable revenue contingencies that were outlined with the deal by the company around a month ago, it could be a major device intended for high-end market."

    http://bit.ly/1wBgluS

    AMD to Power New Game Console with Semi-Custom APU

    "AMD recently hinted at a new video game console coming, one that will use a new accelerated processing unit."

    http://bit.ly/13rnSmH
    Dec 15, 2014. 03:11 PM | Likes Like |Link to Comment
  • AMD Consecutively Sets 52-Week Lows - Should You Buy? [View article]
    AMD Planning Graphics Refresh in 2015, 16nm FinFET In 2016

    "AMD’s Chief Technology Officer Mark Papermaster has just presented at the Barclays Global Technology Conference. The CTO talked about AMD’s current progress in the on-going transition as well as the importance of Lisa Su’s new role as President and CEO of AMD."

    Read more: http://bit.ly/12DG6QB
    Dec 12, 2014. 03:51 PM | Likes Like |Link to Comment
  • AMD Consecutively Sets 52-Week Lows - Should You Buy? [View article]
    Well I guess I have to wish you all a very Merry Christmas; Bears and Bulls alike.

    I hope that Sante Claus has some very special gifts from AMD in the toy studios at this very time. I suspect that if not for Christmas, then very early in the new year Santa may be delivering some very interesting Pirate Island GPU's at 20nm with HBM memory.

    Ho Ho Ho!

    For my forward looking suggestion, I suggest AMD re-engineer the Mullins part at 14nm for 2016 using either ZEN or K12 architecture then license out the AMD name / brand to a Taiwanese or Chinese manufacturer to make AMD branded tablets based on the reference design that they recently released. Instead of producing the tablets with a 28nm part, produce them at 14nm with the latest X86 or ARM architecture. Alternatively, perhaps strike a licensing deal with Samsung to license the Radeon IP for "select" Samsung tablets. This may also apply to Apple. Perhaps Apple could deploy a "FULL ON" gaming tablet codenamed "IPAD 7 Game" sporting Radeon graphics for example.
    Dec 11, 2014. 06:36 PM | Likes Like |Link to Comment
  • AMD Consecutively Sets 52-Week Lows - Should You Buy? [View article]
    I thought AMD's magic trick was to develop the best X86-64 solution. If you look back through their share price history you will see that the share price has spiked to $40+ on two occasions one of which was when they developed their 64 bit X86+ solution. You may correct me if my interpretation is incorrect.
    Dec 11, 2014. 06:24 PM | 2 Likes Like |Link to Comment
  • Do Leaked AMD Benchmarks Pose A Threat To Nvidia? [View article]
    xxavatarxx

    We will see who indeed ships the most bulls in the long haul. But I do not often comment on the agricultural sector and more importantly I tend to leave the transport of beef cattle to those industry experts more suitably qualified. Bull shipping is not my area of interest.

    I simply provided a link to a very interesting article that suggested that AMD would be a prime takeover target for Samsung.
    Dec 4, 2014. 06:47 PM | Likes Like |Link to Comment
  • Do Leaked AMD Benchmarks Pose A Threat To Nvidia? [View article]
    There is no doubt that AMD is a trading vehicle.

    But I reiterate that circa 2016 AMD should be able to engage Intel with competitive technology.

    Consider for a moment the TAM or total addressable market for AMD circa 2016. We are about to wave goodbye to 2014 and welcome in 2015 so 2016 is just 1 year away. AMD's TAM includes the server market, the PC cpu / gpu / apu market, custom and semi-custom soc's, the imbedded market, mobile laptops, smartphones, tablets, wearables etc, TV's and the internet of things.

    They will have a TAM of hundreds of billions of dollars and for the first time in their history they should be able to field competitive technology.

    If AMD isn't ripe for plucking, then I don't know what companies would be. The question is who is going to do the plucking? Will AMD be allowed to field competitive technology that can go head to head with Intel or will they be plucked from the vine prematurely?

    Boo ah ..........
    Dec 4, 2014. 03:40 PM | 1 Like Like |Link to Comment
  • Do Leaked AMD Benchmarks Pose A Threat To Nvidia? [View article]
    So I think the moral of the story is AMD will have access to 14nm technology circa 2016.

    At that time Intel's lead in process technology should evaporate.

    In the past, AMD could never compete directly with Intel because they could not afford to match Intel in terms of having the latest greatest process technology when AMD had their own foundries. Intel could leap frog ahead of AMD and AMD couldn't afford to advance their foundries at a competitive rate. Intel would always enjoy a dominant position.

    But that has all changed now.

    Now that AMD have gone fabless and now that TSMC and Global foundries are operating the wafer factories, now the shoe should be on the other foot.

    If TSMC and GF are providing wafers for many diverse companies such as AMD, nVidea, Apple, etc, how are Intel expected to maintain a lead in process node technology i.e having the most efficient process node.

    Even the mighty IBM have gone fabless if I am not mistaken.

    So now Intel are to be the odd man out so to speak.

    What advantage will Intel enjoy circa 2016?

    In 2016 AMD will have similar process node technology around 14nm.

    AMD are able to embed ATI Radion graphics capabilities directly into their APU's.

    In 2016 their APU's can be produced on 14nm wafers with Mr Jim Kellers new X86 / ARM architecture.
    Dec 4, 2014. 06:11 AM | Likes Like |Link to Comment
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