Seeking Alpha

ecstubblebine

ecstubblebine
Send Message
View as an RSS Feed
View ecstubblebine's Comments BY TICKER:
Latest  |  Highest rated
  • AMD -7%, NVDA -2.2% after Micron's earnings; Fury X reviews mixed [View news story]
    FYI, for the sake of accuracy: According to Yahoo Finance AMD closed down 4.23% NOT -7% (with an additional .81% AH, totaling 5.04%) . NVidia closed down 2.03 NOT 2.2% (remained unchanged AH). Just saying.
    Jun 27, 2015. 01:17 PM | Likes Like |Link to Comment
  • AMD -7%, NVDA -2.2% after Micron's earnings; Fury X reviews mixed [View news story]
    @Logic Man
    I too agree. I think AMD needs to collect the abundantly available evidence; like no OEMs selling Carrizo laptops in North America this year, (at least according to Tom's Hardware: http://tinyurl.com/ouu...) This is the REAL drag on AMD's stock price. If Zen is fantastic it will be meaningless if no OEMs ever make anything with it. AMD needs to sue (again) or buy their own OEM and sell their own products.
    Jun 27, 2015. 12:18 PM | 2 Likes Like |Link to Comment
  • Qualcomm May Acquire AMD: This Could Trigger Significant Upside For Both Stocks [View article]
    You said it beautifully. This is why I went LONG on AMD.
    Jun 23, 2015. 05:34 PM | 2 Likes Like |Link to Comment
  • Qualcomm May Acquire AMD: This Could Trigger Significant Upside For Both Stocks [View article]
    This whole article is rubbish.
    Jun 23, 2015. 05:03 PM | 2 Likes Like |Link to Comment
  • Qualcomm May Acquire AMD: This Could Trigger Significant Upside For Both Stocks [View article]
    Thank you.
    Jun 23, 2015. 05:01 PM | 1 Like Like |Link to Comment
  • AMD Spin-Off Of Server Chips Could Move The Stock Higher For 2015 [View article]
    With this author I don't even bother reading the articles any more, just the comments which, typically are far more intelligent. This Alex Cho's track record is so bad I'm actually quite surprised he still writes on this (or any other) subject. Does anyone at Seeking Alpha vet these submissions or edit them? Just curious.
    Jun 23, 2015. 12:18 AM | 2 Likes Like |Link to Comment
  • AMD Spin-Off Of Server Chips Could Move The Stock Higher For 2015 [View article]
    I agree completely! And what nasty giants they fight!
    Jun 23, 2015. 12:08 AM | 1 Like Like |Link to Comment
  • AMD Spin-Off Of Server Chips Could Move The Stock Higher For 2015 [View article]
    I have read a number of contradicting comments about the ownership of HBM, but I think your understanding of HMB - AMD/Hynix to be the truth. Thank you for setting everyone straight.
    Jun 23, 2015. 12:07 AM | Likes Like |Link to Comment
  • AMD Update: What's New, And What Is Not [View article]
    When I first invested in AMD I was aware of Intel's anti-trust behavior regarding AMD. I naively thought this was a thing of the past. The EU had just slammed Intel with a massive anti-trust fine; Japan had a few year prior as well (only the U.S. has avoided prosecution it would seem). Did everyone catch the article earlier in the week regarding the new AMD laptop lineup and the fact that it appears NONE will be sold in North America. (http://bit.ly/1IVUT9W). This, as an investor, troubles me. This, as a consumer infuriates me!

    This is the comment I posted on that site:

    "I find this situation almost inconceivable. That OEMs would make these computers yet deem the North American market, (what?), too sophisticated, not big enough(?)for an FX-8800P laptop. A laptop that can play GTA V @ 1080p on normal settings, chomp through 4K video, has H.S.A. (which Java9, et. al. will leverage), etc., etc.. I'm sure AMD would love to sell their chips in the U.$., but unfortunately only Germany, Asia, India, Europe, (actually everywhere else) but North America, will get them. I've asked my mother, who is currently in Berlin, to bring one back for me when she returns at the end of August. The 17" Acer Aspire checks most of the right boxes, (http://bit.ly/1I6DJI9). I've really liked my Gateway NV55S15 (A6-3400M) which is owned by Acer. My question is, who stands to profit or benefit from this situation, certainly not AMD, certainly not the OEMs, (why build them in the first place if not to sell them in as many different markets as possible). It appears that there will be a number of OEMs coming out with a number of different AMD-based laptops this year, just, I guess, don't expect to be able to buy one in the U.$.. Perhaps a few token, anemic Carrizo-L versions will be made available in America, just not one you'd want to buy. This is deplorable. Out of idle curiosity, how many would buy a well-specced one if made available - based on what we know about the FX-8800P, I would, Heck, I am. Too bad it will have a German keyboard and I'll need a voltage adapter. It was either that or crowd-source an outfit to make them and sell them at cost - everybody get together, pool their $600 - $700, agree to specs and off you go. If my mother wasn't in Berlin right now, and bringing a laptop back for me (I'm paying, of course) I'd probably start doing it myself. If someone does decide to make them I'm in for one computer - just tell me where to send my $600 or $700.00 check."
    Jun 20, 2015. 05:32 PM | 4 Likes Like |Link to Comment
  • Advanced Micro Devices' (AMD) CEO Lisa Su on Q1 2015 Results - Earnings Call Transcript [View article]
    I agree. AMD's not going to disappear. Consider the following. In a month or so AMD is releasing the world's first HBM (High Bandwidth Memory) graphics card. So far they have been incredibly successful in keeping specifics about the card, including, for the most part, rumor under wraps. Either the card is absolute rubbish or it's going to make all previous graphics cards obsolete (probably a good idea to clear the inventory channel prior to its release, hu?).
    Also, by the end of summer Carrizo laptops will be on the market (hopefully OEMs will actually make computers with them unlike the Kaveri FX-7600p - which i guess all wound up in a land-fill somewhere - heartbreaking) - a computer that should play GTA V at 1080p on high settings wtihout any problems, whereas a comparable Intel/Nvidia laptop would cost at least twice as much AND use more energy (based on everything we've heard about Carrizo - interframe powergating, etc. and the fact the the Intel/Nvidia machine will have to feed an AIB card. That will make for a compelling $600.00 purchase, add to that HSA (isn't Java 9 suppose to leverage HSA?) and 4K video decoding, etc. and you basically have an hardware agnostic XBone/PS4 that should age very well (with Win 10/DX11).
    Then you have Jim Keller and Zen. One would be a fool to bet against him based on his track record. Also Intel will lose their node advantage about the time Zen comes out, removing one of the biggest impediments to AMD's competitiveness.
    So, yeah, I agree with you that AMD isn't going anywhere soon. Dr. Su and Company sounded confident about the future on Thursday. Carrizo and the new HBM graphics cards will win back some market-share until the release of Zen and then... well that's for another time.
    Apr 18, 2015. 04:35 PM | 1 Like Like |Link to Comment
  • 10 Reasons Why AMD Will Be $10 By 2017 [View article]
    I have a suspicion that AMD's decision to "delay"* release of the 300 series GPUs, although unpopular with some gamers who, like me, are planning to update their hardware with the release of GTA V, is to give time to sell off the current channel inventory and to create an entire family of cards based on the new(er) GCN 1.2 plus HBM, instead of only releasing one high end card and rebranding the rest. I suspect that the engineers insisted on creating an entire family of cards knowing that they would instantly make every other card obsolete (including Nvidia's). Instead of only having one new card and a bunch of rebrands AMD will have a whole new family of cards.

    * I remember Dr. Su confidently saying something about having GPU products coming in 2H that would win market share. If the cut down Carrizo GPU scores 2700 on 3DMark just image what their "full fat" cards with HBM will be like. Also AMD has played the performance figures close to their chests, unbelievably so. I don't ever remember this late in the game knowing this little about an upcoming AMD/Intel/Nvidia product.
    I suspect AMD knows they have a winner.
    Mar 10, 2015. 08:48 PM | 2 Likes Like |Link to Comment
  • AMD's Carrizo: What's The Fuss About [View article]
    I completely agree with your assessment regarding HSA. Intel will either have to embrace the industry standard (along with ARM and AMD, et al.) with HSA - or go it alone with their own proprietary version. The gains with HSA, in certain workloads, are just too massive to ignore; orders of magnitude massive.

    BTW: I believe the newest version of Java - Java 9 - leverages HSA.
    Mar 1, 2015. 01:51 PM | 3 Likes Like |Link to Comment
  • AMD Expects To Gain Graphics Market Share In 2015 [View article]
    Absolutely. My fear as well.
    Jan 13, 2015. 12:43 AM | Likes Like |Link to Comment
  • AMD Expects To Gain Graphics Market Share In 2015 [View article]
    I didn't realize AMD has a Head of Marketing much less a Marketing Department. AMD has a massive perception problem, perhaps the new team can put to rest these nagging old fallacies about rotten drivers and how hot their chips run (FX besides), etc, etc. They should be hyping the hell out of H.S.A., HBM, Freesync, 1080p gaming on an APU, H.265 playback on the new Carrizo - HTPC anyone???
    Jan 13, 2015. 12:37 AM | Likes Like |Link to Comment
  • Advanced Micro Devices Remains A Good Long-Term Pick [View article]
    Do you think AMD would be willing to sell me one of those FX-7600P reference laptops that they were showing to journalists earlier this year? As is, no warranty, obviously. Since no OEM can be bothered to make one, and if AMD wont pick up the gauntlet, perhaps my only chance at owning one will be the aforementioned. Any suggestions?
    Jan 9, 2015. 08:02 PM | Likes Like |Link to Comment
COMMENTS STATS
58 Comments
94 Likes