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  • AMD jumps above $2.50 on M&A rumor [View news story]
    I know Taiwanese and Chinese, but the true is that they exchange a lot ! I've been working several times in Taiwan and they exchange much more than you imagine with China !!!!
    Cleaning balance sheet is putting the numbers in order, goodwill, real stock value and also enhance cash and equivalent !
    Jan 26, 2015. 08:08 PM | Likes Like |Link to Comment
  • AMD jumps above $2.50 on M&A rumor [View news story]
    If US government block so it recognize AMD is very strategic and thus can't worth 2B and also it means to support Intel Monopoly !
    Jan 26, 2015. 07:46 PM | Likes Like |Link to Comment
  • AMD jumps above $2.50 on M&A rumor [View news story]
    if its important and strategic it Worth more than 5 .....
    Jan 26, 2015. 07:23 PM | Likes Like |Link to Comment
  • AMD jumps above $2.50 on M&A rumor [View news story]
    make sense cleaning balance sheet, executive leaving (more than anounced, at least one more I know left), New developments matturing, Lisa has origins in Taiwan..... everything fits.....
    Jan 26, 2015. 06:44 PM | Likes Like |Link to Comment
  • AMD jumps above $2.50 on M&A rumor [View news story]
    US goverment Will have to find a solution. one of the bigest Intel customer is Lenovo and guess what, they are chinese.
    Jan 26, 2015. 06:38 PM | Likes Like |Link to Comment
  • AMD jumps above $2.50 on M&A rumor [View news story]
    Great Idea, and Sony and MSFT will be more than satisfied to be Intel's Customers for consoles !

    There will be more than one crying specially Nvidia , Aplied Micro, Cavium ......
    Jan 26, 2015. 04:28 PM | Likes Like |Link to Comment
  • AMD jumps above $2.50 on M&A rumor [View news story]
    Intel can be forced to transfer license, while they keep 65% market share !
    Jan 26, 2015. 03:46 PM | Likes Like |Link to Comment
  • AMD jumps above $2.50 on M&A rumor [View news story]
    Intel Will be force to transfer license
    Jan 26, 2015. 03:38 PM | Likes Like |Link to Comment
  • AMD jumps above $2.50 on M&A rumor [View news story]
    Amd can still be AMD:

    They sell ARM + GPU IP, with rights to continue use the GPU IP on x86 only.
    They continue with ZEN APU Carrizo APU and PS4 and XBOX which are all on x86.
    Until 2019 that when license of x86 expire and for that time may be ARM is allready flying in servers and.
    And they collaborate to make the x86 and ARM from the new chinese company PIN compatible....... and to who will buy LENOVO most of CPU.........

    Just ideas !!

    Jan 26, 2015. 03:30 PM | Likes Like |Link to Comment
  • Earnings Review: AMD Focuses On Reigniting Its PC Business And Continued Growth In New Markets [View article]
    Microsoft will pump AMD stock, and AMD new GPUs are coming on time......
    Jan 23, 2015. 03:29 PM | 1 Like Like |Link to Comment
  • Petrobras' Production Expands, Growth Trails Behind Company's Guidance [View article]
    Good Management thats all, and after all scandals they will do tight management, at least for a while. After Q4 report ( Jan 31 at latest) and Q1 and Q2 2015 report we will see impact of oil price, however, looking at previous earnings they still have plenty of margin to pay and/or renegotiate debt. With EC "QE" there will be a lot of money out there looking to get payed some interests and also purchasing OIL future, and the story starts again.......
    Jan 23, 2015. 03:05 PM | Likes Like |Link to Comment
  • Intel's Leadership In Notebook Processors Is Unchallenged [View article]
    tell how good is core M to those who paid 1300 for a yoga pro 3 with core M......
    Jan 22, 2015. 06:18 AM | Likes Like |Link to Comment
  • AMD: The Good, The Bad, And The Path Forward [View article]
    I see Seattle a fast way to put a device so partners can start development and than comes full featured K12, but you already have the platform ready !!!

    Also Carrizo I see it very important, one uniformed platform for all mobile devices, from Tablets to Laptops.
    If OEM can't see this huge advantage plus a powerful graphics on it, its because Intel is "making" them look to other place.
    Intel is doing well using 4.2B to make OEM looking the other way ;)
    Other Advantage of AMD is with windows 10.If Windows 10 is going to be in an XBOX, Windows 10 will be very optimized to AMD processors to run on the complete line of devices supported by Windows 10. Windows 10 to use the full potential of AMD processors in XBOX will use HSA, what else has to be said...........

    Jan 21, 2015. 05:58 PM | 1 Like Like |Link to Comment
  • AMD: The Good, The Bad, And The Path Forward [View article]
    Another small Addition, AMD can put more graphics power than Intel ever dream in K12 based SOC, and also K12 will be compatible PIN for PIN with ZEN (x86), so any one and also Apple is free to choose and change.....
    Jan 21, 2015. 05:43 PM | 1 Like Like |Link to Comment
  • AMD: Fourth Quarter Earnings Preview [View article]
    2014 is over and its not good, will be in line with what was reported in Q3 (12% down).
    Q1 2015 will not be so good, not better then Q4 2014,
    Q2 will be better but Q3 and Q4 2015 will start the change, drive by Carrizo and new graphics with HBM and Freesync monitors which will drive sales of more Freesync capable Graphics Cards. Freesync gives nothing to AMD, but while AMD is the only one to support it, if you want freesync you need an AMD Card.
    I see Carrizo driving better sales in mobile ( laptops) and new Graphics will change the MArket landscape. So Q2 will be a knee point where AMD will start to grow
    IMO !
    Jan 20, 2015. 11:44 AM | 4 Likes Like |Link to Comment
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