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pg4u

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  • What You Should Know Going Into Advanced Micro Devices' Q1 Earnings Report And Outlook For 2014 [View article]
    Justin,
    With list of Kaveri we are seeing... I think future guidance will be good..
    future guidance killed amd last time... hopefully investors don't find another reason to tank AMD.
    Apr 17 12:07 PM | Likes Like |Link to Comment
  • AMD Recapturing Market Share With Mantle And Consoles [View article]
    Just FYI - dell now have amd laptops...
    http://dell.to/QFFl4a
    dell inspiron coming with kaveri...
    http://bit.ly/1ieqTb8
    I am considering kaveri A8-7600 (TDP may be 25W) inspiron for daily use.. but hopefully more A8-7600 touch-screen will come by next couple months...
    Apr 2 11:18 AM | 1 Like Like |Link to Comment
  • AMD strikes $1.2B wafer supply deal with Globalfoundries [View news story]
    I am long $AMD. But I don't see this as good news. Last year they were making only CPU/APU (excluding game console APU) in global foundry and they bought about 1B chip. this year they are getting game console apu also from global foundry. So AMD should have been targeting somewhere 1.5-2 B worth of chips...
    Apr 1 05:55 PM | 3 Likes Like |Link to Comment
  • Defense And Offense: How Nvidia Is Taking On AMD And Qualcomm [View article]
    Please read their fine print on top ---
    "Amazon Hot New Releases
    Our best-selling new and future releases. Updated hourly."
    They are saying best-selling, not marketing person loved...
    Feb 4 03:59 PM | 1 Like Like |Link to Comment
  • Defense And Offense: How Nvidia Is Taking On AMD And Qualcomm [View article]
    you should have also check recent hot new releases on amazon, instead of checking only past performance. Lot of things got changed after AMD released R7/R9 series. Investor pay price for future performance of stock, not past.
    Check below link -
    In top 20 hot new releases, there are only 6 Nvidia GPU and 13 AMD GPU (one cable).
    http://amzn.to/1lyWo5l
    BTW, dell getting R9 M290X card in alienware laptop starting Feb 14th.
    Feb 4 02:50 PM | 2 Likes Like |Link to Comment
  • Solazyme says commercial production of renewable algal oils at Iowa plants [View news story]
    Long $SZYM.. $GEVO is next in line...
    We have to invest for 5 years and it will be either zero or 10x of investments for this short of company...
    Jan 30 10:48 PM | Likes Like |Link to Comment
  • Advanced Micro Devices: Did You Get Fooled Again? [View article]
    Rightly said. If AMD does good with ARM, that will capture good amount of market share in two years. Atleast they will make more than what they are making with CS today.
    Jan 24 01:48 PM | Likes Like |Link to Comment
  • A Look At HEVC And How It Pertains To Advanced Micro Devices [View article]
    Justin, First of all nice article...
    From what I am reading, VP9 also has parallel decodability. So I think AMD will get equal performance as H265 with HSA if they try to optimize on VP9 also. Hope google also gets success and with H265. Correct me if I am wrong...
    Here is RFC..
    http://bit.ly/1dRHFJm
    Long $AMD.
    Jan 15 06:40 PM | Likes Like |Link to Comment
  • PC shipment declines narrow further in Q4; Lenovo and Dell take share [View news story]
    @ JJ, agree with you, if amd CS segment post same sells as q3, than it will in $5+... I am more optimistic for next quarter. I think they will have guidance for +3-4 cents (that will be conservative for Rory).
    Agree with you that openCL looks good. Hope that OpenCL will help amd to get another apple win. I was only hoping that Kaveri CPU will beat i5, it is very close though.
    Jan 13 04:37 PM | Likes Like |Link to Comment
  • PC shipment declines narrow further in Q4; Lenovo and Dell take share [View news story]
    @kjurden, I really hope amd does well on PC side. We will see next week when Intel release earnings.
    I concern because I show what wall st did after q3. I know this time amd have very good sales in GPU side. I don't even fear if amd goes 20% down after ER. I am very long amd, I see hsa will get lot of attention in next two years. Hope HSA will get succes, not only as I have amd but because that will take PC indestry in new age.
    Long amd...
    Jan 12 11:33 PM | Likes Like |Link to Comment
  • PC shipment declines narrow further in Q4; Lenovo and Dell take share [View news story]
    Good for Intel, not and. Amd make very less in USA. Amd makes more than 50% in China, emerging markets... Feeling not good about amd... Only concern going into ER..
    Jan 9 07:59 PM | 1 Like Like |Link to Comment
  • Mac Pro Deal Can Raise AMD's Share In Professional Graphics [View article]
    BBcool, I am a long $AMD. I focused on long term more.
    I see as they will make roughly 7 B next year, counting as 35% margin and 450 M quarterly OpEx + 200M yearly interest expense + 100 M additional, there profit will be roughly 350 M (7B*35% - 2100 M = 350M). So EPS - 0.48 (350/725). 0.48*15 = 7.2. I foresee roughly $7 by Dec 2014.
    Note that this is all currently established rev. It may increase based on there several comments. If you have heard credit suisse and raymond james conference call, Devindrakumar and John, both have said same things, they have 2-4 new wins coming, rev will start 2015 with 250-500 M range deal (with no SGA).

    Estimate Rev 2014 - CPU - 3.0B, Mac Pro - 0.8 B, Console - 1.6 B (80*20M), Other GPU - 1.3 B (330 M *4 - 330 M 2nd quarter rev, 3q rev decrease (excluding console) due to new products are coming in q4, R9- all sold out).

    I am seeing this quarter, there rev will be around 1.6 B. if you look at history of last 4 quarter, they had positive surprise all quarters. This quarter they also got surprised by R9 290x/290/280x demand, all sold out. I am sure Rory didn't count that. He mentioned that he is only counting on 50 M additional console rev from q3 to q4.
    If there rev will be 1.6 B (EPS 0.8-10) and no more bad news for wall st, then they will gain around 10-20% in just few days.
    Long $AMD.
    Dec 29 11:02 AM | 4 Likes Like |Link to Comment
  • Mac Pro Deal Can Raise AMD's Share In Professional Graphics [View article]
    I don't get it how they are calculating next year revenue in trefis report. 2013 rev is 5.3B and 2014 rev will be 5.7 B (only 400 M increase). Please do the math correctly...
    Let say, Computing Solution segment rev decreased by 10% (per their estimate) which will be about 300 M (roughly making 3.2 B this year - I think rev will remain same or increase with release of kaveri and arm server). They will generate more rev from console and MAC pro GPU next year. Only counting MAC pro GPU, it will be roughly 1B in additional rev (based on 1.1 M estimated sales, per Bloomberg report, of MAC pro for roughly $1000 GPU).
    There rev should be atleast 6 B for next year.
    Dec 28 02:55 PM | 2 Likes Like |Link to Comment
  • Top 10 Technology Trends And Developments To Watch In 2014 [View article]
    I think Mac Pro will provide roughly 500-900M of rev based on they are projecting to sell 1.1M MacPro in 2014. It is already in back order. Mac Pro use 2 High end GPU. Compatible GPU W7000 (for D3000) sells for $700 (for one GPU) in new egg. So don't know for how much AMD will sells 2 GPU to Apple (but it has to be at-least $500 for 2 GPU). But I think that should be GM of 35-40%.
    Dec 25 04:59 PM | Likes Like |Link to Comment
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