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GAlan

GAlan
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  • Micron, Intel, Apple: A Tale Of 3 Companies [View article]
    Thanks for the article, just started reading your articles so maybe you have already commented on this , but why "Intel pretty hard for Jan. 2015".
    Apr 2 03:30 PM | 2 Likes Like |Link to Comment
  • AMD strikes $1.2B wafer supply deal with Globalfoundries [View news story]
    Trading as usual, this announcement did not move the sp
    Apr 2 02:58 PM | 1 Like Like |Link to Comment
  • A New AMD Is Emerging [View article]
    Ahh, so then maybe you can tell me how to download that presentation, will not load on my Mac, dont know what application to use to open, Thanks
    Apr 2 12:58 PM | Likes Like |Link to Comment
  • A New AMD Is Emerging [View article]
    A good article from PC Perspective about AMD's GCN architecture ,
    http://bit.ly/1ksItZW

    AMD's GCN architecture is actually quite interesting, especially dissected as it was in the presentation. It is simpler than its ancestors and much more CPU-like, with resources mapped to memory (and caches of said memory)

    This is not really reducing overhead; this is teaching people how to do more work with less, especially in situations (high resolutions with complex shaders) where the GPU is most relevant.
    Apr 2 11:48 AM | Likes Like |Link to Comment
  • A New AMD Is Emerging [View article]
    A very good article , read it last night, or should say skimmed most of it , very technical. AMD has a potential future success outside of consoles with jaguar with further development.
    In the above article the author says," However, AMD’s extensive graphics IP is incredibly valuable in nearly all client-facing systems and is a natural complement to the Jaguar processor. It is in this combination, that Jaguar has become the most successful, as it currently powers Sony’s Playstation 4 and Microsoft’s Xbox One, which are collectively selling over a million units per month."


    Apr 2 11:42 AM | Likes Like |Link to Comment
  • AMD strikes $1.2B wafer supply deal with Globalfoundries [View news story]
    Only quoting to point out that they asked AMD people who clarified that the production at GF of game and gpu chips will be new , and it is not justifying my amd holdings I purchased 6 mos ago , but will not hold thru the er like AH
    Apr 1 08:38 PM | Likes Like |Link to Comment
  • AMD strikes $1.2B wafer supply deal with Globalfoundries [View news story]
    From Barron's: AMD bought no gaming chips last year from Global, nor graphics processing units, or GPUs. Hence, both parts are new this year for the two companies’ arrangement, according to an AMD spokesperson.

    So it may be possible that the supply delays will be shortened and higher sales going forward.
    Apr 1 07:51 PM | Likes Like |Link to Comment
  • A New AMD Is Emerging [View article]
    @TA, Kaveri is not junk from all the reviews I've read, where do you come up with this idea you keep repeating over and over again!!!!!!
    Mar 29 03:33 PM | 2 Likes Like |Link to Comment
  • AMD's Expanding Gaming Business To Drive Growth [View article]
    Agree with most of your comment but am against a dividend. They need all the money they earn for debt repayment and r&d.
    Mar 21 03:35 PM | 1 Like Like |Link to Comment
  • Can AMD Come Out Of Its Slump In The Long Run? [View article]
    A ? - If it is re-branded Mantle wont msft have to pay fees, or will amd allow them a license or will msft basically steal it???
    Mar 21 01:12 PM | 1 Like Like |Link to Comment
  • Advanced Micro Devices: Analysis And 2014 Outlook [View article]
    Mubadala's web site said 19.4% b4 this warrant conversion.
    Mar 13 11:45 AM | Likes Like |Link to Comment
  • AMD's Dual Graphics: Power And Efficiency For Mobile Computing [View article]
    AMD and Mubadala thru West Coast Hitech just exercised 35 mil shs of warrants on Fri. to put them at 18.63% of AMD holdings. AMD says that the additional shs. wont affect financials because they are already accounted for.
    Mar 10 05:49 PM | 2 Likes Like |Link to Comment
  • AMD's Dual Graphics: Power And Efficiency For Mobile Computing [View article]
    Mkiwi, way too early to start counting your money. Any outcome will take years to finalize. Must be some other reason for AMD'S move today.
    Mar 7 10:54 AM | Likes Like |Link to Comment
  • Advanced Micro Devices Is Moving Away From 20nm, Rejoice Or Despair? [View article]
    Thanks for the article. As to debt levels, from the '13 10K pg. 90, after the end of the reporting period AMD purchased another 64 mil of the 6% notes which brings the the amount of the 6% notes to 41 mil. Does not say if they used the credit line or cash.
    Feb 26 01:40 PM | Likes Like |Link to Comment
  • AMD Shores Up Balance Sheet Amid Product Leaks [View article]
    Thanks for the info
    Feb 24 10:40 AM | Likes Like |Link to Comment
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191 Comments
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