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  • Intel beats estimates, guides strong; shares jump (updated) [View news story]
    Why the huge decrease in tax rate? Also, will be interesting to see their channel inventory.
    Jul 15, 2015. 04:33 PM | 1 Like Like |Link to Comment
  • AMD: 2016 Will Mark Something Unique [View article]
    FYI - 7nm comes after 10 and no that will not happen DWD. Investments + time per process node is extremely high and is becoming far more complex with each iteration. 14nm was difficult for INTC and there is no reason to believe 10nm will be an easier. They will get the process technology down but I do expect delays.
    Jun 30, 2015. 11:49 AM | 2 Likes Like |Link to Comment
  • Intel Will Exceed $36 By Year End [View article]
    Look at weekly... Massive h&s. Good luck though.
    Jun 8, 2015. 08:56 PM | 3 Likes Like |Link to Comment
  • AMD's Rapidly Declining R&D Myth [View article]
    Glad you discussed this issue as many people conveniently forgot that AMD's partners were footing the bills for R&D. One other thing to remember is that AMD is also using this IP portfolio very efficiently. What they produce in one area (GPU technology) can be leveraged in other areas (APUs) for example.
    Apr 1, 2015. 10:37 AM | 11 Likes Like |Link to Comment
  • AMD's Carrizo: What's The Fuss About [View article]
    I think some of your assumptions are way off. First, you need to remember that AMD processors are really only selling right now in laptops, not desktops. This info was stated in multiple cc's as they stated that they are actually growin share in consumer laptops. So they produced a product specifically tailored for this segment. Therefore, that's why it doesn't seem like a good fit for desktops.

    Also the graphics comment (saying iris is better because of process technology) amd graphics on 28nm still greatly beat anything intel can produce on 14
    Feb 27, 2015. 07:39 PM | 2 Likes Like |Link to Comment
  • Intel off slightly as bulls trumpet servers, capex; AMD falls [View news story]
    that mess is short term. Wait until they move to CHV. no more contra revenue
    Jan 16, 2015. 09:49 PM | Likes Like |Link to Comment
  • Intel off slightly as bulls trumpet servers, capex; AMD falls [View news story]
    @Ashraf, of course adjusted for inflation CPUs are going to be cheaper. That's the nature of all silicon companies. What has remained constant (at least until the past 1.5 years) was that AMD was always selling CPUs cheaper which is why ppl knew them as the makers of budget PCs. However, with VLV (atom), they are able to sell them much cheaper and now you INTC ruling the low end market too.
    Jan 16, 2015. 09:48 PM | Likes Like |Link to Comment
  • Intel off slightly as bulls trumpet servers, capex; AMD falls [View news story]
    Your comment is off base.

    INTC is only using 22nm in their mobile products. No 14nm product for mobile has been sold yet. The reason why 22nm SLM had issues was modem was not as good as Qual (but INTC has fixed this or at least significantly bridged the gap) and 2) the PMIC issue that required contra revenue. This will all be fixed in 14nm CHV / BXT
    Jan 16, 2015. 09:42 PM | 1 Like Like |Link to Comment
  • Intel off slightly as bulls trumpet servers, capex; AMD falls [View news story]
    true 14nm may be out for TSMC / Samsung in 16 but AMD /NVidia will see same problems they are seeing now. Appl and Qual will take all the orders and i suspect their wont be enough fab capacity for others.

    However, remember GloFo and Samsung shared IP for 14nm too. That will be AMDs entry if GloFo can get it together.
    Jan 16, 2015. 09:40 PM | Likes Like |Link to Comment
  • Intel off slightly as bulls trumpet servers, capex; AMD falls [View news story]
    Agree, look at the number of process problems broadwell had. you think 10nm is going to be any easier?
    Jan 16, 2015. 09:37 PM | 1 Like Like |Link to Comment
  • Intel off slightly as bulls trumpet servers, capex; AMD falls [View news story]

    Agree INTC will continue moving down nodes but at the same time AMD is at 28nm and INTC is at 14nm right now. Thats multiple generations.. If AMD can hurry up and get that down to just one generation, then I suspect their processors will be quire competitive because 1) their graphics are better, 2) if you look at how Carrizo was able to bring enhanced performance while a significant reduction in power, this tell me that they have significiant improved their design. Only time will tell but hopefully INTC doesnt use their process node advantage as a crutch for better design otherwise AMD might be able to significantly bridge the gap.
    Jan 16, 2015. 09:35 PM | 2 Likes Like |Link to Comment
  • AMD's Nvidia Problem [View article]
    Oct 28, 2014. 04:59 PM | Likes Like |Link to Comment
  • AMD's Nvidia Problem [View article]
    Jeez who ever came up with the name "BungBungame" is surely a bonehead. I hear that and immediately think about one of those child tablets that only have educational software on it. (The type that teach you about the alphabet or colors.)
    Oct 28, 2014. 02:39 PM | 5 Likes Like |Link to Comment
  • AMD's Nvidia Problem [View article]
    "IDC has reported that sales of AMD based HP commercial notebooks in the UK have increased seven per cent year on year, with H1 2014 market share sitting at 31 per cent compared to 24 per cent in H1 2012".

    I can read 100 of these articles and it still won't matter because AMD already guided down 13% +-3% for Q4 14. I can promise you that everyone on StockTwits that thinks they purposely guided down is wrong.
    Oct 28, 2014. 02:37 PM | 4 Likes Like |Link to Comment
  • AMD Seasonality Does Not Imply Failure [View article]
    Hi thanks for article, I did have a couple of comments:

    1) "These are significant wins, but far smaller than the game console wins. Call it $2 billion over 3 years, or about $670 million per year".

    Actually, Lisa indicated that they were about $500 Million each lifetime revenue over 3 years. This indicates 83M/Qtr for the 3 years.

    2) "For AMD detractors the big negative was Q4 guidance of revenue being down 10% to 16% sequentially. For some it was a signal they are right to keep on shorting the stock. However, I think it reflects a change in seasonality"

    The seasonality is really only reflected in the game consoles as you correctly indicated that Q3 was the quarter would be highest. For the majority of AMD products though, they just do not have anything competitive right now. Their architecture stinks and they are a couple nodes behind INTC. As described in another article, 2015 is the year they just have to stay alive where 2016 is the finish line.

    3) "It would help investors and analysts if AMD would break out its revenue specific to gaming consoles."

    Gaming consoles is probably the easiest to track. You can use for this. The purpose of breaking it into 2 distinct areas is so they can say hey we met our goal to 50% revenue outside traditional markets by end of 15.

    4) "Intel gained overall market share, as evidenced by its PC Client group revenue being up 9% y/y. AMD, in contrast, saw its Computing and Graphics segment revenue down 16% y/y. "

    While there is no question that INTC gained market share in Q3, I do question the amount of market share. The fact is, INTC already had the vast majority of the enterprise market so if companies were just refreshing their computers still from the XP refresh, then this isnt really market share gain, but just keeping existing share. I do agree though, that AMD did probably lose some share though from consumer.

    Again, thanks for your article.
    Oct 21, 2014. 11:43 AM | 1 Like Like |Link to Comment