Seeking Alpha


Send Message
View as an RSS Feed
View bas15066's Comments BY TICKER:
Latest  |  Highest rated
  • Kaveri Puts Paid AMD's Long Term Design Goals [View article]
    Good info Tom, you took the words right out of my mouth. I see this a break threw in comparison to Intel and there way of thinking, just go smaller and still have the same old bottle necks. Well with Kavari there no more and being a builder myself and getting just the right components so they all work well together efficiently always requires researching all of them to achieve top performance. As for the OEMs Kavari will be golden.
    Jan 8, 2014. 08:56 PM | 1 Like Like |Link to Comment
  • Advanced Micro Devices Launches A Price War On Intel [View article]
    What's you point anyways. We all know Intel well. But as big as intel is they can't thrive at the same margins AMD does and is more expensive to for PC and Tablet makers to buy. Qualcom has way more experiance then Intel with the SoC and AMD is earning it's new positon in the market. So where is intel going this year? It seems like your trying to convince yourself to stay with Intel. Look at last years returns and this years so far. Intel has a way to go.
    Jan 6, 2014. 12:54 PM | 2 Likes Like |Link to Comment
  • Advanced Micro Devices Launches A Price War On Intel [View article]
    Missing the point one again. Die size, benchmarks la de da.
    The real facts are as so.
    1st The average consumer, ""change that"", most people don't care about bench marks, die size or any of the facts you stated, true or not.
    2nd Any PC with a dedicated graphics card provides a better user experience even if your not gaming. Cost is high and don't even try to unplug from the power supply for long.
    3rd A PC with integrated graphics is overall a slower running PC. User experience isn't pleasant at all but the price is what the majority of consumers are looking for. The CPU shares the burden of weak graphics processing power and runs slower due to all the graphics content we encounter. What you have now is a balance that provides a better overall user experience since the Karvi boasts better graphics processing as well as hUMA that allows all the system memory to be used for both processing and graphics as needed as well as good battery life. This system will be priced at the level of the former poor performing PC with integrated graphics and now your comparing the price of the Kavari PC with better graphic performance and battery life to it's former same priced poor performing brother price wise, and that's what really counts.
    Jan 6, 2014. 09:00 AM | 3 Likes Like |Link to Comment
  • Advanced Micro Devices: A Perpetual Short [View article]
    Wow short AMD and haven't followed it under 5:00? Well Jason when looking back at the past has you have it is easy to come to the conclusion you have but that AMD is no longer. That little right up is just the tip of the iceberg. They have brought in some new talent to boot. I too sold at 9.50, shorted it,and when it got range bound a few times on the way to 2:**, day traded a .12 range. I have followed the turnaround closely along with many e-mails to inverstor relations if I had any questions. Played the ER pop twice and now have accullumated and looking to hold flollowing all news closely including there competitors. AMD is actually outperforming my expectations as far as the turnaround and the new product line sales. The old AMD still fresh in my mind as you mentioned with poor decision making that has kept them from performing and being profitable. No doubt they have competation and that is what needs monitored closley and could have negative impact on there growth going forward and my bullish sentiment could turn fast. I think 2014 is the turnaround year esp. since you have the perfect storm with the 2013 run up and AMD is just starting to show it can return to profitibilty and will be a prime canidate for entry when so many other stocks are at there prime and a correction may be looming. Also note, AMDs price has broken the upper trend line without revisiting the lower one this past week.
    Jan 4, 2014. 08:52 AM | Likes Like |Link to Comment
  • Advanced Micro Devices: A Perpetual Short [View article]
    Anybody that is still stuck on the old AMD, old Intel relationship or lack there of and how superior Intel was compared to AMD is missing the boat. Both companies have way less in the PC environment and have new product lines. AMD is more diversified then Intel. AMD was the only PC CPU chip maker that survived. Not all companies are created equal so why compare two different companies that are vastly parted by size and abilities. Every business has competition, so what AMD did as far as performance competing with Intel was to expected. No crystal ball needed and is common sense as for what to expect. So now you have dug up the past it's to bad none of the information you provided if worth anything. No mention of new management, new products, strong demand for 90% of everything they make that they can't even keep on the shelf. New power efficient servers with the unique fiber interface from SeaMicro. Wont go into everything, the list would be to long vers. the old AMD relying on CPU sales for entry level PCs.
    Neither AMD or Intel rely on the PC market like before and AMD even has less exposure than Intel. Don't forget AMD got hurt worse and first by the PC market or lack there of and acted moving to new higher growth markets while Intel just kept stating the slowing PC sales was temporary. Finally in Q2&3 Intel admits they where slow to realize the Impact of the mobile device trend and acted. Now just recently at an invertors meeting Intel stated they expect to be flat for 2014, UGH! Naturally Intel with all there money proceeded to dump lots of cash into R&D and went to a Soc design that still takes more money and longer to bring to market than the APU and ARM chips AMD is making. Now NVDA has competition, yes AMD is a real contender. Verizon went to AMD, SeaMicro for servers and yes the early ones has Intel CPUs inside but it was found they didn't work out all that well and changed over to AMDs chips. AMD is earning it's place in the ARM server market with power efficiency.
    Kaveri / hUMA interface that boats the power of a I5 with a dedicated video card all in one chip. Gaming performance in all one package being power efficient. Now Google and Facebook are looking to ARM and Intel and ARM don't go in the same sentence but AMD and ARM does. So why did Apple go to AMD for there graphics in there in there new Pro Macs that sold out in 48 hours just like the new consoles that still fly off the shelves a month after the launch. So Intel is going to focus on the entry level PC market that wont provide margins like the high end PC did and not to mention the PC market just isn't there. So now Intel is turning to tablets that have cannibalized the PC market. How many tablets are still in demand after all these years of sales? I'm sure now buying anymore, it's only a matter of time till the lack of flash support and real compute slows sales. The margins still wont be like they where before when the 2n1s start to come down in price and sales pick up.
    AMD- SM, Micro servers, Kaveri, hUMA, Trure Audio, Professional graphics that will run 5 4k monitors, Xbox1, PS4, Nintendo, cross platform gaming coming soon and more.
    Intel- just make those Soc do more and go smaller to compete with the likes of Qualcomm and Qualcomm isn't just setting on there hands and is real competition unlike AMD was.
    Some stock picker, LOL
    Dec 31, 2013. 10:30 PM | Likes Like |Link to Comment
  • Will AMD's Game Console Business Save The Day? [View article]
    ["What does everyone think?"] I agree and did just that. :)
    Dec 28, 2013. 09:03 AM | 1 Like Like |Link to Comment
  • What Is Intel Subsidizing In 2014? [View article]
    I see this as a ER play, happens quite often 4 weeks prior and sells off unless there is a surprise and upgraded forward outlook to support the increase in price.
    See Snaha Sheh's Intel Defies The 'ARMchair' Critics , esp.
    Risks for Intel.
    Dec 26, 2013. 09:11 PM | Likes Like |Link to Comment
  • What Is Intel Subsidizing In 2014? [View article]
    Tablets are a phase, we went threw it as will everyone. Bi weekly trips to observe shoppers habits in the electronics depts. show little interest compared to how is was 2 years ago. 2n1s and laptops with touch are gaining traction. The new Kavari boasts more combined power than ever B4. Why would AMD want to be in tablets that the average consumer will want the entry level product with low margins.
    Kavari, hUMA, Mantle, R9 Graphics, True Audio, 4K multi Display, SeaMicro Supercompute Fabric, Unified gaming no matter what platform coming. Apple Mac Book Pro Graphics, PS4, XBOX1, Nintendo and more. Early SeaMicro servers with Intel inside didn't do what Verizon needed and went to AMD. GOOG and FB both looking to ARM, Got a crystal ball. Like I tell my wife, if it sounds like you have to convince yourself to buy something, you probably shouldn't be. AMD might be considered an underdog to Intel but they where the first to react to the changing market and acted moveing into higher growth markets. Maybe having less money and having to react sooner was a good thing here and being a value play for 2014 will pay off in the same period Intel comes out and declares a flat year. Intel's ship isn't ready to sail yet. The whole picture needs to be looked at, not just about one line of product. The market is looking to increase margins and the first place is overhead and Intel is more $$$, again GOOG and FB sees it and is about ready to act. Will Intel be in there future? I've been a big Intel fan, but not right now.
    Dec 26, 2013. 05:02 PM | 2 Likes Like |Link to Comment
  • What Is Intel Subsidizing In 2014? [View article]
    805 Ultra HD has the components you mentioned as being missing in the 600 that Intels chip has and has better specs than the old 600. The 805 is current, the 600 is not. Apples to Apples, Oranges to Oranges as far as what's on the market now and Qcom's stock price isn't reflecting any threats from Intel. Will revisit Intel Post Q1 and reevaluate but still see bleeding from RD. YTD AMD 50% vers Intel 20%. Well 22NM vers 28 no biggie
    Dec 26, 2013. 01:13 PM | 2 Likes Like |Link to Comment
  • What Is Intel Subsidizing In 2014? [View article]
    Snapdragon 600? That's an antique your comparing Intel's chip to and Qcom's engineers aren't just setting thier twiddling their thumbs like Intel did for two years waiting for the Pc sales to recover.
    All Intel has right now is a long standing working relationship with the OEMs and their reputation. They can catch up but at the experience of lower margins. Will be following Intel closely the next 3 Qs to see how this plays out B4 reinvesting.
    Dec 26, 2013. 09:33 AM | 4 Likes Like |Link to Comment
  • Will AMD's Game Console Business Save The Day? [View article]
    Where's the rest of the product lines? No mention of supplying graphics for Apple or Sea Micro's Verizon deal with hinting of more product wins coming.
    Concoles and Pc are only a portion of the big picture.
    What about Nintendo?
    Dec 23, 2013. 12:23 PM | 2 Likes Like |Link to Comment
  • Why I Own Intel [View article]
    Cube Monkey, I personally don't see AMD as high risk but has been labeled due to high debt load. All I see is AMD being dead on track in foresight and looking to the future. Something Intel is still trying to learn how to do. Intel has monopolized the market so long the only thing they know how to do is go smaller and that takes way longer to bring to market and at higher cost. That's not what today's market is about. It's getting it to market faster, for less money, volume and performance. Scores of companies had lower earnings but have rallied all year. AMD YTD is up way more than Intel and IMO for good reason. As mentioned I owned both in 2013 but not Intel anymore. I look at Intel and think of the Titanic with massive bilge pumps big enough to keep it from sinking till they can fix the hole.
    Dec 22, 2013. 09:00 PM | Likes Like |Link to Comment
  • Why I Own Intel [View article]
    Then go AMD for 2014 if you can grab a dip and revisit Intel in 2015 and buy them with the profits for got from AMD :-D
    I follow both and always did.
    Dec 22, 2013. 08:35 PM | Likes Like |Link to Comment
  • Why I Own Intel [View article]
    Why do you own Intel. OK I owned equal $$ amounts of Intel and AMD at the beginning of 2013. AMD even being high risk isn't going anywhere. I make a few trades on both, AMD was gold all the way with 10X the profit over Intel. Look at the bigger picture, we buy stocks to make money so providing fundimentals don't change what stock do you think will bring more, AMD or Intel in 2014?
    Dec 22, 2013. 12:03 PM | 1 Like Like |Link to Comment
  • AMD: A Dose Of Reality [View article]
    Point out what your missing, list is to long and you seem to have missed what has been going on in all the product lines AMD has and the success. In a nut shell, ya AMD has had it's problems but your still focusing on the old AMD and not AMD as a whole and the growth potential it has. Streamlined vers. bloated Intel that was late to the party. Yes Intel has boat load of $$$ and they will have to spend it to as they say " We underestimated the potential of the portable devices and the how much the PC market would degrade " Intel will have to trim there margins from what there used to getting. They already stated 014 will be flat. There getting into devices that the total cost is almost as much as there used to make in profits. Bloated yes, and IMO they need to down size like AMD did so the lower margins can support them. You stated Intel has the upper hand over AMD. I guess you missed this You know how many Companies got wrote off and came back in the last 2 years? I'm sure you can think of quite a few. What makes you think AMD isn't one of those? There not even competing head to head with Intel anymore but have expanded into other high growth markets and they do have the experience to back them up and gain market share.
    Dec 22, 2013. 11:49 AM | 1 Like Like |Link to Comment