amdman's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/224423/comments http://seekingalpha.com/article/176989-intel-stumbles-in-discrete-pc-graphics-market?source=feed#comment-796456 796456 Of course this graph is at least one quarter out of date, as it does not have ATIs new chips just introduced which have been crushing NVidia in sales and benchmarks for Desktop Discrete Graphics.
Apple was half of NVidias integrated graphics sales, but Apples new iMacs now also use ATI. Tech sales collapse.]]> Tue, 08 Dec 2009 13:27:38 -0500 Of course this graph is at least one quarter out of date, as it does not have ATIs new chips just introduced which have been crushing NVidia in sales and benchmarks for Desktop Discrete Graphics.
Apple was half of NVidias integrated graphics sales, but Apples new iMacs now also use ATI. Tech sales collapse.]]> http://seekingalpha.com/article/176379-is-oil-demand-increasing-or-shrinking?source=feed#comment-790669 790669 Like all bubbles it was peak demand, not peak supply, we have at least 200 years of oil, not including another 200 years oil shale and 1000 years coal that can also be converted to oil.]]> Fri, 04 Dec 2009 13:52:31 -0500 Like all bubbles it was peak demand, not peak supply, we have at least 200 years of oil, not including another 200 years oil shale and 1000 years coal that can also be converted to oil.]]> http://seekingalpha.com/article/174577-the-oil-casino-sec-heading-for-monte-carlo-part-iii?source=feed#comment-770603 770603 www.youtube.com/watch?...

Peak Oil is Hoax Here's Proof Only 11 % of Discovered Oil Has Been Produced
www.youtube.com/watch?...

"Peak vs Deep Oil" debate 3 - CNBC - Abiotic Oil in Nutshell
www.youtube.com/watch?...]]> Sat, 21 Nov 2009 14:00:07 -0500 www.youtube.com/watch?...

Peak Oil is Hoax Here's Proof Only 11 % of Discovered Oil Has Been Produced
www.youtube.com/watch?...

"Peak vs Deep Oil" debate 3 - CNBC - Abiotic Oil in Nutshell
www.youtube.com/watch?...]]> http://seekingalpha.com/article/172797-the-global-oil-scam-50-times-bigger-than-madoff?source=feed#comment-759061 759061 If the US opened up the north slope we would easily exceed the US peak from 40 years ago. That was caused by a change in US government policy to not drain the US first.
We have enough oil for 200 years, and anyone that thinks we will be powering our anti-gravity flying cars with oil is an idiot.]]> Fri, 13 Nov 2009 14:06:04 -0500 If the US opened up the north slope we would easily exceed the US peak from 40 years ago. That was caused by a change in US government policy to not drain the US first.
We have enough oil for 200 years, and anyone that thinks we will be powering our anti-gravity flying cars with oil is an idiot.]]> http://seekingalpha.com/article/173000-peak-oil-caused-by-geology-politics-or-infrastructure-issues?source=feed#comment-758968 758968 If the US opened up the north slope we would easily exceed the US peak from 40 years ago. That was caused by a change in US government policy to not drain the US first.
We have enough oil for 200 years, and anyone that thinks we will be powering our anti-gravity flying cars with oil is an idiot.]]> Fri, 13 Nov 2009 13:11:31 -0500 If the US opened up the north slope we would easily exceed the US peak from 40 years ago. That was caused by a change in US government policy to not drain the US first.
We have enough oil for 200 years, and anyone that thinks we will be powering our anti-gravity flying cars with oil is an idiot.]]> http://seekingalpha.com/article/172099-new-york-adopts-an-industrial-policy-in-suing-intel?source=feed#comment-750998 750998 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.]]> Sun, 08 Nov 2009 13:41:05 -0500 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.]]> http://seekingalpha.com/article/167502-sharks-circling-the-galleon-galleon?source=feed#comment-733203 733203 I dont day trade, so this little move down is just noise to me.]]> Tue, 27 Oct 2009 20:52:45 -0400 I dont day trade, so this little move down is just noise to me.]]> http://seekingalpha.com/article/167502-sharks-circling-the-galleon-galleon?source=feed#comment-722594 722594 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.]]> Tue, 20 Oct 2009 16:48:18 -0400 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.]]> http://seekingalpha.com/article/167502-sharks-circling-the-galleon-galleon?source=feed#comment-722351 722351 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.]]> Tue, 20 Oct 2009 13:43:45 -0400 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.]]> http://seekingalpha.com/article/167233-amd-q3-results-approach-breakeven?source=feed#comment-720547 720547 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.]]> Mon, 19 Oct 2009 11:23:47 -0400 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.]]> http://seekingalpha.com/article/166651-cramer-s-lightning-round-nvidia-s-chart-is-bad-oh-please-10-14-09?source=feed#comment-718231 718231
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...]]> Fri, 16 Oct 2009 21:10:55 -0400
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...]]> http://seekingalpha.com/article/166407-qualcomm-s-future-growth-should-come-from-smart-books?source=feed#comment-715169 715169 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)]]> Wed, 14 Oct 2009 13:22:14 -0400 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)]]> http://seekingalpha.com/article/164679-nvidia-the-more-volatility-the-better?source=feed#comment-702653 702653 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.]]> Sun, 04 Oct 2009 13:24:55 -0400 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.]]> http://seekingalpha.com/article/164475-global-oil-supply-learning-from-lagos?source=feed#comment-700063 700063 Fri, 02 Oct 2009 11:35:07 -0400 http://seekingalpha.com/article/163836-retail-firms-at-risk-for-bankruptcy?source=feed#comment-695688 695688 The AMD roller coaster is going back to $35 for the third time.]]> Tue, 29 Sep 2009 14:08:35 -0400 The AMD roller coaster is going back to $35 for the third time.]]> http://seekingalpha.com/article/162466-400-ytd-gainers-diedrich-coffee-leads-the-pack?source=feed#comment-686459 686459 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.]]> Tue, 22 Sep 2009 14:03:03 -0400 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.]]> http://seekingalpha.com/article/162331-amd-reinstates-pay-cuts?source=feed#comment-685146 685146
Read something that makes sense instead:
AMD Revokes Employee Pay Cuts
blogs.barrons.com/tech...]]> Mon, 21 Sep 2009 14:40:51 -0400
Read something that makes sense instead:
AMD Revokes Employee Pay Cuts
blogs.barrons.com/tech...]]> http://seekingalpha.com/article/159576-what-s-wrong-with-market-speculation?source=feed#comment-660377 660377 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.]]> Thu, 03 Sep 2009 11:39:25 -0400 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.]]> http://seekingalpha.com/article/153117-take-a-closer-look-at-q2-earnings?source=feed#comment-614061 614061 Tue, 04 Aug 2009 02:08:51 -0400 http://seekingalpha.com/article/150732-amd-expenses-must-be-aggressively-reined-in?source=feed#comment-600406 600406 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.]]> Thu, 23 Jul 2009 22:42:49 -0400 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.]]> http://seekingalpha.com/article/149972-nvidia-s-3d-glasses-amazing-new-gaming-accessory?source=feed#comment-600208 600208 Two years from now most LCD TV screens you buy will support polarized glasses 3D.
The only cost is a polarize film on the TV, LCDs are already 120 herts and progressive scan, the other two technologies you need. (A 60 hertz interlaced tube TV gives horrible 3D results.)]]> Thu, 23 Jul 2009 19:32:29 -0400 Two years from now most LCD TV screens you buy will support polarized glasses 3D.
The only cost is a polarize film on the TV, LCDs are already 120 herts and progressive scan, the other two technologies you need. (A 60 hertz interlaced tube TV gives horrible 3D results.)]]> http://seekingalpha.com/article/150513-amd-has-no-answers-for-intel-s-assault?source=feed#comment-598413 598413 The remainder of the year AMD is replacing all of its old slow 60nm Athlon offerings with faster lower power 45nm Phenom based offerings. This changes the economic landscape in AMDs competition with Intel.]]> Wed, 22 Jul 2009 15:14:33 -0400 The remainder of the year AMD is replacing all of its old slow 60nm Athlon offerings with faster lower power 45nm Phenom based offerings. This changes the economic landscape in AMDs competition with Intel.]]> http://seekingalpha.com/article/148727-intel-growth-has-been-formidable?source=feed#comment-589432 589432 Intel spent tens of billions buying back stock at $25, now we sit at $15. Squandered the money they made in the bubble years.
All of this is speculation is based off of dividend growth, but Intel is currently spending 100% of its cash flow to pay that dividend.
I do not doubt that the Wall Street crooks might run this stock up to $22, but its just as likely that Intel will be the next Tech Crash $3 company. Knowing Wall Street both these things will happen.]]> Wed, 15 Jul 2009 14:43:24 -0400 Intel spent tens of billions buying back stock at $25, now we sit at $15. Squandered the money they made in the bubble years.
All of this is speculation is based off of dividend growth, but Intel is currently spending 100% of its cash flow to pay that dividend.
I do not doubt that the Wall Street crooks might run this stock up to $22, but its just as likely that Intel will be the next Tech Crash $3 company. Knowing Wall Street both these things will happen.]]> http://seekingalpha.com/article/147786-more-government-market-manipulation-on-its-way?source=feed#comment-580701 580701 This lesson was learned in the 1920s and forgotten.
Limiting the dollars is hard, you create trading monopolies.
The only alternative is to remove the secrecy, then the dollars have a chance to fight fair for real value.
The current system will lead to more economy problems as prices continue going crazy. Business cost forecasting is impossible in this market, just try and get a long term plastic supply contract. (Plastic is made from oil, everything is made of plastic, etc.)]]> Thu, 09 Jul 2009 11:42:03 -0400 This lesson was learned in the 1920s and forgotten.
Limiting the dollars is hard, you create trading monopolies.
The only alternative is to remove the secrecy, then the dollars have a chance to fight fair for real value.
The current system will lead to more economy problems as prices continue going crazy. Business cost forecasting is impossible in this market, just try and get a long term plastic supply contract. (Plastic is made from oil, everything is made of plastic, etc.)]]> http://seekingalpha.com/article/147064-walgreen-and-rite-aid-poised-to-win-market-share?source=feed#comment-576495 576495 Mon, 06 Jul 2009 21:13:48 -0400 http://seekingalpha.com/article/145775-why-i-m-buying-micron-part-ii?source=feed#comment-565825 565825 In another ~2 years or so all the chip makers will switch to RRAM, which can be done as a top layer on existing chips.
DRAM is as dead as NVDA, a zombie on the chopping block once Intel moves graphics onto the CPU.]]> Sun, 28 Jun 2009 12:59:08 -0400 In another ~2 years or so all the chip makers will switch to RRAM, which can be done as a top layer on existing chips.
DRAM is as dead as NVDA, a zombie on the chopping block once Intel moves graphics onto the CPU.]]> http://seekingalpha.com/article/142357-surviving-semi-downturn-five-stocks-that-will-thrive-after-2009-part-ii?source=feed#comment-540547 540547 Intel is doing the same with its graphic chips.
NVidea has no future and is about to crater, which does not even count that ATI is crushing NVidea, and that NVidea will not have a competitive graphics chip for another year.]]> Wed, 10 Jun 2009 11:11:52 -0400 Intel is doing the same with its graphic chips.
NVidea has no future and is about to crater, which does not even count that ATI is crushing NVidea, and that NVidea will not have a competitive graphics chip for another year.]]> http://seekingalpha.com/article/139753-nvidia-and-the-big-chip-the-top-line-and-gross-margins?source=feed#comment-519550 519550 Nvidia is out at Dell
www.theinquirer.net/in...]]> Wed, 27 May 2009 11:10:17 -0400 Nvidia is out at Dell
www.theinquirer.net/in...]]> http://seekingalpha.com/article/138352-why-it-might-be-time-to-go-long-nvidia-corp?source=feed#comment-510012 510012 The most likely outcome is NVidea getting sold to Intel at fire sale prices (~$3/share) for its patent portfolio when the company craters in two years.
]]> Tue, 19 May 2009 13:55:55 -0400 The most likely outcome is NVidea getting sold to Intel at fire sale prices (~$3/share) for its patent portfolio when the company craters in two years.
]]> http://seekingalpha.com/article/130146-200-oil-is-coming-while-we-waste-a-perfectly-good-crisis-part-3?source=feed#comment-457935 457935 The per well decline is also a lie, as you rarely cap a well, so the average is always going to go down.
60 Minutes did a story on the two new oil fields that Saudi Arabia just built, each equal in capacity to the field that supplied oil from Saudi Arabia for the past 50 years. ~$14 a barrel cost, verses ~$3 for the old field.
Tar sands are economic at ~$60, which would give us another 200+ years supply of oil at current rates. We will NEVER see a $200 barrel of oil. (Inflation adjusted.)
Adjusting for inflation oil cost is basically the same as it was in 1940. If you then subtract out the oil taxes added since 1940 oil is actually CHEAPER today than in 1940.
In short, peak oil is a LIE.]]> Thu, 09 Apr 2009 15:57:00 -0400 The per well decline is also a lie, as you rarely cap a well, so the average is always going to go down.
60 Minutes did a story on the two new oil fields that Saudi Arabia just built, each equal in capacity to the field that supplied oil from Saudi Arabia for the past 50 years. ~$14 a barrel cost, verses ~$3 for the old field.
Tar sands are economic at ~$60, which would give us another 200+ years supply of oil at current rates. We will NEVER see a $200 barrel of oil. (Inflation adjusted.)
Adjusting for inflation oil cost is basically the same as it was in 1940. If you then subtract out the oil taxes added since 1940 oil is actually CHEAPER today than in 1940.
In short, peak oil is a LIE.]]>