amdman

Intel Stumbles in Discrete PC Graphics Market

The really funny part of this fantasy graph is when you click on it and get the graphs for all the other parts of NVidia, strait slope down for all of them but this one.
Of course this graph is at least one quarter out of date, as it does not have ATIs new chips just introduced which have been crushing NVidia in sales and benchmarks for Desktop Discrete Graphics.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.

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.

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)

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.

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...

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.

AMD Has No Answers for Intel's Assault

That last quote started off ridiculous and went absurd quickly.
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.

NVIDIA and the Big Chip, the Top Line and Gross Margins

NVidias chips are outdated and failure prone, they are losing market share.
Nvidia is out at Dell
www.theinquirer.net/in...

Seven Stocks Worth Avoiding

In the past month AMD has almost doubled from its low of $2, and AMD forecasts that they will be profitable this year on new product ramp.
AMD has run up twice before from $3 to $40 and back, high beta stock. Maybe this guy will like AMD at $40 when I sell. ;)

Anxious Advanced Micro Devices

AMD is at the start of a product cycle with Phenom2 and 45nm, by end of Q2 this should be half of sales/production, and that is when AMD expects to be profitable again.
I think you should wait until after a few quarters of profits to buy, when AMD is at $20 a share. ;)
The dire salary cuts are in case the fab sale and the billion dollars AMD gets for them falls through, so that AMD does not get hit with a cash crunch that endangers the companies existence. AMD has been screwed so many times my Intel and Wall Street interference that AMD will not count cash until its in the bank.

Intel, AMD: Still Room to Fall Further?

I did think this was one of the best financial reports on INTC and AMD I have ever read, most try to hide the truth that Intel is spending all its income supporting its stock price, and other white lies and misinformation.
Sorry to nit pick.
Also AMDs market cap is less than 3% of Intels, while having ~15% revenue share and ~24% unit share.