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Istii

Istii
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  • AMD: The Long-Term Opportunity Is Still Strong [View article]
    Wrong, AMD = Dead Man Awakening :-)
    Aug 27 01:25 PM | 13 Likes Like |Link to Comment
  • Why AMD Is A Good Short To $3.00 [View article]
    Yes. XBOX 360, XBOX ONE, Wii, Wii U, PS4, MAC PRO, APU, GCN, HSA, Kaveri, R7, R9, Siettle, hw accelerated JAVA, OpenCL, 4K, Mantle, hUMA, crypto minig, and the world's fastest graphics card worth nothing! Short it! :-)
    Apr 16 11:54 AM | 20 Likes Like |Link to Comment
  • AMD: Remember This Rumor? [View article]
    "Big" win for Intel! How many surface tablet sold? Market share ~2%?
    I think MS is sold more X1 than Surface.
    Jan 21 10:29 AM | 16 Likes Like |Link to Comment
  • AMD Is Set To Plummet [View article]
    "I suggested that the share price might rise by 50% to $5.50"
    $4.38+short queeze=$2.60 or $5.50 or $10+ :-)
    Jan 17 06:26 AM | Likes Like |Link to Comment
  • AMD Is Set To Plummet [View article]
    Nice trie to dump the shares to buy the dip before ER, but AMD is NOT a $2.60 company, the price target is $10+
    Jan 17 06:12 AM | 25 Likes Like |Link to Comment
  • The Numbers Won't Tell The Real Story For AMD's Kaveri [View article]
    "If you want to assemble an affordable PC without dedicated graphics card, then the Kaveri is indeed the best choice."

    http://bit.ly/1iNFCKT
    Jan 14 08:56 AM | 2 Likes Like |Link to Comment
  • AMD's Kaveri Looks Like A Dud [View article]
    The official numbers in Q4: PS4=4.2M, X1=3M
    4-5MU/Q is underestimated, 7.2MU confirmed.
    8-10MU/Q is more relevant:-)
    Jan 13 06:58 AM | Likes Like |Link to Comment
  • PC shipment declines narrow further in Q4; Lenovo and Dell take share [View news story]
    Andreas Hopf: Deutsche Bank has lowered its recommendation for chip designer ARM Holdings from ‘buy’ to ‘hold’, saying that consensus forecasts for 2014 look too high.
    Research analysts Johannes Schaller and Kai Korschelt still believe that ARM remains ‘one of the best secular growth stories in the sector’. However, after a strong finish to 2013 they said that the share price is now ignoring ‘several risks’.
    These include: downside risk to earnings due to an ongoing mobile semi-conductor inventory correction; US rival Intel increasing its market share in tablets and potential announcing further smartphone design wins in the first quarter; a price/earnings-to-growth multiple (PEG) less than two, which is ‘a level where it has historically peaked’.
    Following 10% outperformance against the sector over the last four month, the analysts said that now see only ‘limited upside’ to their new target price for ARM given that the risk-reward balance is ‘less favourable’.
    ‘With the stock trading on 39 times 2015 earnings per share and less than two times PEG, we believe negative consensus royalty revenue and earnings momentum is unlikely to drive share-price outperformance.
    ‘We retain our long-term positive view on the company but prefer to wait for better entry points.’
    Jan 10 06:21 AM | Likes Like |Link to Comment
  • PC shipment declines narrow further in Q4; Lenovo and Dell take share [View news story]
    AMD's CPU/APU/GPU market share growed in Q4. It's good for AMD.
    Jan 10 01:07 AM | 3 Likes Like |Link to Comment
  • PC shipment declines narrow further in Q4; Lenovo and Dell take share [View news story]
    ARM Holdings PLC (NASDAQ: ARMH) was downgraded to Hold from Buy at Deutsche Bank, yesterday was a red day.
    Jan 10 01:04 AM | Likes Like |Link to Comment
  • My Thoughts On AMD Leading Into Earnings [View article]
    Where is the Kaveri A10-7850K review?
    Jan 8 06:55 AM | Likes Like |Link to Comment
  • 2013 Xbox One sales topped 3M [View news story]
    Sony is at 4M! Ps4+X1+WiiU+X360+Wii(AMD GPU/APU inside) 12M unit sold 1in 2013 Q4.
    Jan 6 01:37 PM | Likes Like |Link to Comment
  • Advanced Micro Devices: All Set To Post Strong Results In 2014 [View article]
    We don't know too mutch about Maxwell, but I think the OpenCL and Mantle performace will not better than AMD R9 GPU's. Maybe Nvidia's GPU's better in his own closed GameWorks and CUDA and Physyx, but these are closed technologies, neither one in consoles, and nor one in Mac Pros.
    Jan 3 04:02 AM | 4 Likes Like |Link to Comment
  • Why AMD Is Set To Rebound In 2014 [View article]
    In Q4 (Oct-Nov-Dec 21) there is MORE than 10Million consoles sold!
    3,410,565 PS4 (12.21) confirmed.
    2,434,148 X1 (12.21) confirmed.
    1,387,943 WiiU (12.21) confirmed.
    2,221,188 X360 (12.21) confirmed.
    624044 Wii (12.21) confirmed.
    Source: vgchartz
    Jan 2 02:38 AM | 2 Likes Like |Link to Comment
  • Why AMD Is Set To Rebound In 2014 [View article]
    Ashraf's every articles dump AMD and pump INTC.
    Stop limit is a good thing, but this time the ER will drop the price to the moon.
    In Q4 almost all AMD products are sold out:
    - R9 GPU family sold out.
    - X1,PS4 sold out.
    - Mac Pro sold out.
    TSMC seeing pull-in orders from chip clients(AMD)
    Dec 31 08:36 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
29 Comments
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