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ecstubblebine

ecstubblebine
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  • Should You Ignore Selling Pressure For AMD's Stock? [View article]
    Only one thing to say: Two semi-custom wins this year both worth at least 1/2 billion.
    Sep 24 01:18 PM | 1 Like Like |Link to Comment
  • 3 Reasons To Avoid Getting Cut By The Falling Knife That Is Advanced Micro Devices [View article]
    hUMA, HSA, Mantle, the best GPU on the market, mobile Kaveri!! Drifting???!!! Really???!!!
    Sep 7 11:14 PM | 1 Like Like |Link to Comment
  • 3 Reasons To Avoid Getting Cut By The Falling Knife That Is Advanced Micro Devices [View article]
    I'm looking to replace my beloved A6-3400m APU laptop with an FX-7600P Kaveri laptop - should one be made - I keep looking and hoping - I will miss my (overclocked/undervolted) A6-3400M. I play Battlefield 4 on one screen and watch Netflix on another 1080p flat screen at the same time. You get A LOT of bang for your buck with AMD, far more than Intel/Nvidia. I can play just about every game on the market. Crysis 3, Bioshock Infinite, Skyrim, etc. all 30+ FPS easy - while watching Netflix at the same time on a 1080p flat screen t.v. (thanks UVD). Let's see an i5 do that (except Iris Pro, admittedly). Not too bad for a $400.00 Gateway laptop. Also, contrary to rumor it never overheats. (in fact the only laptop that I ever fried was a Pentium M).
    Sep 7 11:11 PM | 2 Likes Like |Link to Comment
  • 3 Reasons To Avoid Getting Cut By The Falling Knife That Is Advanced Micro Devices [View article]
    I too am optimistic regarding AMD's future. I have great faith in Jim Keller and Co. I certainly wouldn't want to bet against his success. The man has an almost preternatural instinct when it comes to the intricacies of the CPU/GPU/APU. The game console sales will keep the lights on until then and the two more semi-custom wins will increase the stock price a bit more making the debt load less onerous.

    LONG AMD.
    Contrary to what other's say about an investment in AMD, I'm an investor not a gambler THAT'S why I like AMD
    Sep 7 10:55 PM | 3 Likes Like |Link to Comment
  • AMD Won't Ever Catch Intel [View article]
    Something to consider. Starting about September there will be a number of games coming out that will utilize Mantle, including, rumor has it, Grand Theft Auto 5. If the benchmarks start coming in showing significant gains in FPS/Min. Frames/Ave. Frames with Mantle vs DX11, which I suspect is what will happen, I think this can only help sales of AMD products. If, by simply using AMD hardware you enjoy a 30% increase in frame rates, just by dint of hardware - less expensive hardware at that - then...
    Aug 1 05:53 PM | 1 Like Like |Link to Comment
  • AMD: The APU And High Bandwidth Memory - Maintaining Graphics And Total Compute Performance Leadership [View article]
    I completely agree; the cpu portion of my old laptop A6-3400M (overclocked to 2.0 GHz) is more than sufficient for even multiplayer Battlefield 4 (heck, so is the gpu (HD6520G) for that matter. My Passmark cpumark score is 3203: http://bit.ly/1kWIrbZ), right in the middle of the i3's and i5's. The new Kaveri, by comparison, is at least 2X better. I really don't understand why people trash it so much. For the price, for basically a free graphics card thrown in (comp. to a GT 750M). For this level of performance. I'm waiting to buy a Kaveri laptop. Basically an "hardware agnostic' PS4/XBox One on wheels. I can't wait. I'll be using some of my AMD stock profits to purchase it. I like the symmetry.
    Jul 14 04:55 PM | 1 Like Like |Link to Comment
  • AMD: The APU And High Bandwidth Memory - Maintaining Graphics And Total Compute Performance Leadership [View article]
    That's why I bought AMD: Downside Risk (nominal)/Upside Potential (enormous). I' also glad you make the distinction between trading and investing (buying and holding). I am an investor, not a gambler/trader.
    Jul 12 05:20 PM | Likes Like |Link to Comment
  • AMD: The APU And High Bandwidth Memory - Maintaining Graphics And Total Compute Performance Leadership [View article]
    That's been my feeling as well.
    Jul 10 06:59 PM | 1 Like Like |Link to Comment
  • AMD Transforms Into An Entrepreneurial Growth Company [View article]
    @mmiah
    Or, did you mean like Nvidia, paying games developers (or games publishers) to develop on Nvidia hardware? According to AMD gaming guru, Richard Huddy, Nvidia pays up to two million dollars to developers to "co-promote" their games. That's independent of GameWorks. AMD, to my knowledge, doesn't resort to this. Being in every gaming console, I don't think they need to.
    Jun 30 03:24 AM | Likes Like |Link to Comment
  • AMD Transforms Into An Entrepreneurial Growth Company [View article]
    I stumbled upon this this evening. I though you all might enjoy this: http://bit.ly/TvEzr2
    Be Invincible!
    AMD
    Jun 30 02:56 AM | Likes Like |Link to Comment
  • AMD Transforms Into An Entrepreneurial Growth Company [View article]
    I think the points you made regarding the gaming trifecta are incredibly important. Last October, between HSA and the console wins, I became excited about AMD as an investment. I'd long been an AMD customer (I love my $400.00 Gateway laptop with its A6-3400M/HD6520G. I routinely play 64 person multiplayer Battlefield 4, among many other AAA games.) Anyway, with the consoles' common HSA architecture ALL new games,for at least the next five years, will run just fine on an FX Kaveri laptop. It's my understanding that the performance increases with HSA were so great that Microsoft eventually followed Sony's lead and went with AMD's HSA architecture -(http://bit.ly/1kgHsqv), giving the developers a single, unified architecture-type to program for, for the first time ever, I think. Also porting it over to AMD computer hardware will be much, much, much easier (and cheaper) for the game's publishers. Alienware was right in going with AMD graphics hardware. They'd do even better with an AMD APU X-fired with an iGPU to take advantage of all that HSA performance and efficiency. That's why I plan on buying an FX Kaveri laptop (with the fasted DDR3 2133) to replace my very capable A6-3400M/HD6520G. Basically, it'll be a portable ("hardware agnostic") XBONE/PS4. Also, has anyone yet read about how sophisticated the heat/power management is on the mobile Kaveri? I'm sure this will also get better in the future (with a simple BIOS update perhaps? With the mobile Kaveri all the components and parts are already there). I also wonder what sorts of uses programmers are going to make with the TrueAudio hardware, other than audio. I feel like a little kid again waiting (impatiently) for those damned Kaveri laptops to get here! How cool!
    Jun 30 02:12 AM | Likes Like |Link to Comment
  • AMD Expands Its Professional Graphics Portfolio To Increase Its Footprint In The Market [View article]
    It's my understanding that AMD worked with Apple in customizing their GCN architecture so I think this is considered a semi-custom job which have smaller margins but also less R & D and no advertising, plus a multi-year contract, so, yeah, I'm sure AMD is getting less per GPU but once you take into consideration of the aforementioned then it looks like a great deal. I suspect AMD is avoiding any "prestige" gigs if it results in a negative financial impact. Neutral effect on the balance sheet? Perhaps, but I'm still happy being in Apple.
    "Apple has chosen to adopt a dual-GPU configuration as standard fitment to leverage the massive processing power in GPU architecture. The biggest performance gains in certain professional applications come through harnessing the processing power in GPUs, rather than the CPU. To this extent, Apple has worked closely with AMD to develop three custom GPU solutions for the Mac Pro, to help Mac users tap into the power of AMD's Graphics Core Next microarchitecture for parallel processing using the OpenCL framework."
    Elsewhere in the same article:
    "AMD customized the design of these cards according to Apple's requirements and although they are not available on the aftermarket, AMD sells some rough equivalents to each card, which makes for an interesting point of comparison from a pricing perspective. At a glance, the upgrade charges seem expensive, but in reality, they are extremely competitive."
    Read more: http://bit.ly/1m5GWxA
    Jun 27 04:16 PM | Likes Like |Link to Comment
  • AMD Transforms Into An Entrepreneurial Growth Company [View article]
    The VAX/VMS I played Hunt the Wumpus and DnD and Empire (Heck I still play Empire Deluxe) on was running a 2400 baud echo modem. From home, late at night I'd dial up the main-frame and have the time of my ten year old life! Just thought I'd share. I try to think of AMD as a new company, an incredibly undervalued company (compared to the Uber nonsense) nevertheless, but one with amazing technology like HSA. I think us LONGS have a bright and rewarding future indeed. Apropos of nothing I'd like to reprint something I posted elsewhere earlier in the week:

    " According to Richard Huddy, AMD's gaming wizard, Mantle's uptake has been greater than when Microsoft released DX11 (I think it's DX11. I know it's one of the DXs). Also, in the same interview Huddy said that beginning with version 2.0 Mantle will be fully HSA compliant. Which means those claims of a future 100% performance increase are no exaggeration. I don't think the Intel fanboys and shorts yet realize just how much performance and efficiency there is with HSA. If they don't know about this by now, or are just trying to dismiss them, then they are in for one very rude (and expensive) awakening. While not all applications will utilize HSA, those that do will gain orders or magnitude more performance, with a commensurate gain in efficiency - AMD is expecting 25X efficiency improvement by 2020), not just 20%, 30%, or even 100%, (as an example look no further than PhotoShop CC). These increases just can not be ignored. And thank god Microsoft and Sony didn't. Intel has no counter to this. Also, HSA is an open standard, any solution from Intel will probably have to be proprietary or, the alternative, two competing open standards which, by that time HSA will be years old. What happens when the Intel consumer realizes that his friend's AMD Kaveri laptop can do EVERYTHING (somethings slower, somethings much, much faster) that his Intel machine can do, but NOT the other way around. When the consumer realizes that with AMD they get a free graphics card thrown in (the equivalent of a GeForce GT 730M), for cheaper than an Intel equivalent which MUST be paired with a graphics card to even compete. Then throw in all that HSA and Mantle IP (along with TrueAudio, etc) that's exclusive to AMD and I think Intel is going to have serious troubles in the not too distant future. Add to that the parity in node size coming next year (at 14nm), and AMD's new architecture due 2016 (both x86 and ARM - another solution Intel won't have) courtesy of the legendary Jim Keller and I see a very bright future for AMD indeed."

    Ciao.
    Jun 26 11:20 PM | 1 Like Like |Link to Comment
  • AMD: Mobile Kaveri And Semi-Custom Better Explained [View article]
    Thanks. That's what I was trying to say regarding Cinebench in my post only you said it so much better.
    Jun 18 08:58 PM | Likes Like |Link to Comment
  • AMD: Mobile Kaveri And Semi-Custom Better Explained [View article]
    Thank you, a well researched and reasoned article. I only have several comments. It was always my understanding, from myriad posts, articles, etc. that Cinebench has a pronounced Intel bias. I have no way of knowing if this is, in fact, true or not, but there it is. Number two, It's my understanding that Kaveri will game just fine without an additional GPU, if my three year old Llano (A6-3400M/HD6520G) is any indication. Heck, I can even play 64 person multi-player Battlefield 4 (as well as Skyrim and Crysis 3 , etc., etc., etc.) without any problems, so I'm sure Kaveri's on-board GPU will have no problems playing any new games for years to come. Perhaps not all at 1080p but certainly at 720p, especially since all new console games will be optimized for this kind of HSA hardware. I can't wait to buy a new Kaveri FX laptop, but I'll forgo the additional GPU. It just doesn't seem necessary. It's what, two or three times more powerful that Intel's efforts? Kaveri's is equal in power to a year-old mid-class graphics card, that'll be fine for my needs. Thanks AMD for the free graphics card! I noticed that all the benchmark comparisons with Intel included a graphics card! That pretty much says it all.
    Jun 18 04:09 AM | 1 Like Like |Link to Comment
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