amdman

New York Adopts an Industrial Policy in Suing Intel

How much did Intel pay you to print this?
There are plentiful reports that Intels Market Development Funds to Dell amounted to 110% of Dells profits. The good news is that even this was not enough, Intels monopoly greed and waste still made the deal uneconomic, so Dell ended it and started selling AMD chips.
The only time Monopolies work is when they pass on part of their superior cost savings to their customers. And that never lasts, greed causes fools to kill the goose that lays the golden eggs.

Sharks Circling the Galleon Galleon

Looks like I blew it about Galleon not liquidating, and that likely explains why AMD is down.
I dont day trade, so this little move down is just noise to me.

Sharks Circling the Galleon Galleon

Galleon is guilty of insider trading, not losing money. The company will pay a fine and some execs will go to jail. There is no threat of any liquidation, and even if there was it would take years to go through the courts.
The alleged source of this rumor paul.kedrosk.com has removed the reference to AMD.
As I said this is just disinformation to scare AMD investors so some shorts can unwind their positions before AMD goes to $10.

Sharks Circling the Galleon Galleon

90% of the fund dollars listed are in AMD, a stock that was at $2 four months ago, and is now at $6.
That means Galleon has tripled its worth in just four months, how in the hell could a firm doing that fantastically good, have sharks trying to force a liquidation.
Disinformation, this whole article was probably cooked up by someone short AMD, that needs to cover, before AMD hits $10 on market share gains of AMDs ATI division.
Apple just announced its new iMacs line, largely powered by ATI, before it was all NVidea.

AMD Q3 Results Approach Breakeven

AMD blew away the Wall Street consensus by 10 cents, so why is Zacks Consensus Estimate another 10 cents higher than AMD hit, so high it was impossible to reach.
Why was Zacks last post a misleading article that led people to think AMD was cutting salaries again, when actually AMD restored pay due to AMD hitting break even again.
Oh, thats right, who ever owns Zacks is short AMD, time to buy back those shares at $6 while you still can, before AMD hits $10.

Cramer's Lightning Round - Nvidia's Chart is Bad? Oh, Please (10/14/09)

ATI is offering chips half the size of NVidia with four times as many vector pipes. ATI supports DirectX11, NVidia finally added DirectX 10.1. Look at how Intel is able to squeeze AMD with a 5% performance advantage, ATI has a 50% advantage and lower costs.

Galaxy GeForce 210 and GT 220 Review - NVIDIA 40nm GPUs hit consumers
www.pcper.com/article....

Nvidia kills GTX285, GTX275, GTX260, abandons the mid and high end market
www.semiaccurate.com/2.../

Nvidia halts future Intel chipset development
www.reghardware.co.uk/.../

Nvidia roadmaps turn up: Ugly and devoid of hope
www.semiaccurate.com/2.../

ATI Radeon HD5870
www.theinquirer.net/in...

The whole list of ATI Radeon HD 5870 reviews
www.theinquirer.net/in...

Qualcomm's Future Growth Should Come from Smart Books

Pump and dump.
The new 4G standard obsoletes Qualcomms proprietary 3G network.
Apple (and others) refuse to make phones that will work with QCOMs obsolete network, and QCOM makes all of its money off this dead end tech.
Is this the next $3 tech wreck? ($42 today)

NVIDIA: The More Volatility, the Better

Graphics is moving onto the CPU chip, in two years 80% of NVideas business goes away. AMD has ATI, Intel has its own graphics chips on the low end and Larrabee on the high end. Nvidea only hope is that Intel wants them, and is willing to buy them for 10 billion, when Intel was not interested last year when NVidea was at 5 billion. (I pointed this out, and obviously I missed a double when this dead cat bounced, but I was in AMD and got a triple.)
Some might bet on Vista/Windows7 minimum graphics requirements rising all boats, but its been two years, so you get twice better graphics for the same price anyway.
CPUs are faster than most people need, this is why Intel will always ship most of its CPUs with crappy graphics, so people have a reason to upgrade. This also moves most of the ASP/profit to Intels bottom line, as opposed to others.

Global Oil Supply: Learning from Lagos

Peak oil is a scam, if we were really running out of oil the US would allow drilling, and we would easily exceed the "peak" of the 1970's.

Retail Firms at Risk for Bankruptcy

AMD is on the list because Lack of Audit Integrity says AMD has 5 billion in debt, only they dont. AMD sold its fabs to the Arabs for a billion and assumption of 2 billion in debt.
The AMD roller coaster is going back to $35 for the third time.

400%+ YTD Gainers: Diedrich Coffee Leads the Pack

Wow, a all but bankrupt company like RAD bounces back from 22 cents to $2, thats a nice dead cat bounce.
Both Walgreens and CVS would like to have or shut down RADs stores, but even at 22 cents it did not make sense to buy this loser, because then you would be stuck with the unsustainable debt load RAD has.

AMD Reinstates Pay Cuts

This is the most misleading title and description of what really happened that I have ever read. Some Wall Street firms that are short AMD must really be hurting.

Read something that makes sense instead:
AMD Revokes Employee Pay Cuts
blogs.barrons.com/tech...

What's Wrong with Market Speculation?

If you watched 60 minutes you know that the Wall Street manipulators conned Congress into repealing Depression Era financial gambling laws. Laws that protected us against speculation bubbles, fed by financial gamblers, not investors.
When you let 500 billion in gambling money into a 100 billion market, the dollars drive the market, not the market fundamentals. Want to wipe out gamblers on the other side of a trade, drop or add another 100 billion from another market, make billions on both trades. Jump your billions around dozens of markets, wreaking each in turn, over and over.

Take a Closer Look at Q2 Earnings

After paying out its ~$1 billion dollar dividend a quarter Intel does not really make much.

AMD: Expenses Must Be Aggressively Reined In

The key for AMD is market share (without reduced ASPs) and they know it.
At 30% market share AMD becomes insanely profitable, and Intel becomes a break even company headed to $3. With those volumes Intel loses its monopoly leverage, and AMD becomes immune to Intel pricing actions.
Intel knows this as well, which is why they broke anti-trust laws to keep AMD below 20% market share.