principle

Intel Stumbles in Discrete PC Graphics Market

What is that nonsense of a marketshare graph for Nvidia and AMD? If you havent noticed AMD is cleaning up in performance and value, and will likely be dominant for at least a few years with their close integration and preffered vendor for OpenCL and DX11.

I guess Dreamworks is kicking themselves now, or at least running AMD GPUs in their Intel workstations.

Intel Stumbles in Discrete PC Graphics Market

What is that nonsense of a marketshare graph for Nvidia and AMD? If you havent noticed AMD is cleaning up in performance and value, and will likely be dominant for at least a few years with their close integration and preffered vendor for OpenCL and DX11.

Overbought Stocks

None of the market weenie statistics can be applied right now. the only comparison you can use is Black Friday, comparing it to March 2009.

Is it overbuying or just people taking their profits on a market correction?

AMD is different from AIG, AMD is an honest company that produces something that someone saw value in and invested in to keep them alive and make them more competitive. AMD has better fundamentals than they did a year and even two ago. AIG had to bailed out and is only a service provider.

Nvidia's Fourth Quarter: As the Semiconductor Bellwether Turns

Intel doesnt have to make a great graphics card for it to be a success, thats the beauty of it. Intel can just make it and sell it cheaper to system builders for all of the baseline systems that want something more than an IGP, or additional display ports. Its beautiful for Intel to increase margins for each PC sold, while squeezing Nvidia out of the low end to mid market completely, since AMD isnt going to use Nvidia cards. Nvidia is also being completely squeezed out of the IGP market with Nvidia not allowing Nvidia to build chopsets for Nehalem, so no more Nvidia IGPs in Desktops or laptops, unless Nvidia starts making their own systems with better processors than their using in their netbooks now. Nvidia can have the performance crown for the ridiculous amount they charge for it, but they are going to need to come up with a really good strategy very soon or they are going to lose half of their business.

Rumors Cloud the Intel - Nvidia Turf War

This is the dumbest article I have ever read, rivals the ignorance on most Intel biased AMD articles.

High performance computing, not based on x86? The Ion cannot compete with the real high performance cpus, like C2Ds.

Are we talking about cpus or gpus or the new Nvidia ARM based combination? I like ARM, designed a few ASICs with an ARM processor, but they are not high performance.

Intel: Is AMD's Foundry a Subsidiary or Not?

You paid for them, you received the items? Did you design or develop them, did you negotiate the IP licenses, did you manage the foundry tape outs and testing and dicing, or just the easy production part? I have done a lot of work with more than one foundry from concept to production, from 300nm to 90nm feature sizes.

Intel: Is AMD's Foundry a Subsidiary or Not?

selling foundry time will make them more competitive. they run the foundry now. They have the services, their people deal with thier people, now they just have to deal with more people. How is building other people stuff far different, explain it. Technically its very the same, its just customer service wise different. Now their people will be more fully utilized. How many of anything have you ever designed and had fabricated at a foundry?

Its a capital investment cost, and a price war where they lost money, somewhat on purpose to try to gain marketshare, but it was a dumb management, not incompetent technicians and engineers. Look at the flash industry, none of them really do great either trying to be competitive.

Its not AMD either so no they havent lost $6.5B, its a "new" company, different venture. The best part of AMD, the pure fabrication side is in question, not thier dumb management.

Intel: Is AMD's Foundry a Subsidiary or Not?

Yes, demonstration, lets see, who is the only company in the world able to compete with Intel on x86 cpus? What are the fastest supercomputers built running on, lets see AMD. And do you not know of AMD's codevelopment of advanced libraries with IBM? AMD does impressive work, they make the most advanced computer chipsets and the faster graphics processors, as well as the most efficient cpus.

AMD is one of the most impressive semiconductor design and fabrication houses. Except for a couple blunders with Barcelona, they have been successful with first time silicon, which is impressive. They also manufacture at 65 and 45nm. Who else has mature 45nm libraries for hire? Who?????? Who can afford to pay anyone to develop masks and test and dice silicon and make anything at 45nm???? Intel can.

I was working on a project not long ago, and I wish we had mature 90nm libraries in the US, we do now but it was only like a year ago. Just because someone claims they have something its not always true, getting useful libraries with reliable things like basic resistors and capacitors and such can be difficult at the smaller sizes. AMD did it the first time with their 45nm cpus.

Intel: Is AMD's Foundry a Subsidiary or Not?

Smart1 you say words but not much of an argument.

The point of this article is even wrong. AMD's point in the matter is that intially they will be the only customer. And as customers grow they will not be the owners of the products being built so its not consolidated, but they will still have a share of the company, however diluted it gets and however big the company grows to. And the only products that are X86 will be theirs. So in effect they will own the part which is using the license from Intel.

AMD does not have to do all of the advertising and finding the customers. They have the backing of a nation in a way to do that who probably has a lot of clout in some arenas of business.

The foundry compnay with AMD's help can offer co-developed with IBM advanced intelectual property libraries that will be attractive.

And why would anyone doubt the completion of a fabrication plany in NY? As long as the foundry company is formed it is going to happen.

Nvidia Admits to Underestimating AMD

I thought it was so awesome that Nvidia itself released an article saying thay people put an APB on their PhysX and hyped it up themselves. Thats just dumb. NVDA is a good company, but its not going to be back above $20 stock price in the next several years, maybe the $17 area of reasonable price to earnings ratio of 18-20 for a semiconductor company with no foundries. But one more "glitch" and investors will dump it again which is so easy to happen when doing a die shrink to smaller manufactuing process and designing with immature fabrication libraries will lead to at the bleeding edge technology. That is why AMD/ATI has the advantage right now, because they own and operate and are integrated with the bleeding edge designers and processes for manufacturing. Intel won the cpu battle only by pushing the envelope of manufacturing processes, otherwise they wouldn't be able to fit enough L2 cache on their multi-core cpu die to make them compute quickly, or be low enough power consumption. I see AMD having an advantage in this for graphics. AMD owns more in foundries and equipment than what their stock is worth. NVDA has cash on hand, but doesnt even have enough to do the buyback they say they are going to do, and haven't completed the last buyback they announced.

AMD won't split the company, makes no sense, seeing as its partially the only reason they are competitive in PCs, and a major part of the future CPU features, the most compelling being their CPU/GPU for laptops called Fusion coming out next year. AMD only needs $1.5B to cover operating costs this quarter, and they didnt really lose all that money last quarter, just claimed ATI wasnt worth as much. AMD will post a profit this quarter, along with a good cash infusion from selling off non-core pieces of ATI and the stock price will go up, post profit for the 4th quarter and stock will go up, then they will get a large cash infusion from some foreign entity, like a big check from Arab Oil for Christmas, giving them another 7% stake in the company, to give them the down payment on their New York foundry.

Nvidia: Why I Refuse to Believe the Worst Is Over

Nvidia is in trouble because they are technologically behind AMD, who is on a comeback in a big way. Its a cycle, it will take Nvidia a few years to recover and to just be back to $18. AMD is lowering costs and pumping out better products in the price points. Nvidia is going to have to announce cost cutting plans that will drop the stock, and that stock buy back plan, well they havent finished the last buy back plan, and I dont see them running themselves into debt to buy their stock back.

Top 10 Semiconductor Stocks

Who really thinks Nvidia has some technological lead over AMD or INTEL? Thats just funny. Both AMD and INTEL have loads more technology than Nvidia, which is why NVDA is in trouble. Nvidias technology right now was to throw as many circuits on a die as possible which makes the die larger, fewer on a wafer, lower yields/reliability from the ones that survive. Nvidia has been lucky that software programmers favored their architecture and drivers. Nvidia is a good company but I wouldnt say they have any technology edge in the semiconductor business. The only reason they have grown this large is the absence of competition because they bought them all out in the 90s or they were competing with Intel or VIA who dont care about graphics, and then ATI showed up and gave the world better products and competition to Nvidia.

Nvidia Admits to Underestimating AMD

But what ratio of earnings to stock price is it? I wouldnt say the risk or negative is already priced into the stock now. I would say that there was too much speculation and optimism priced into it before. It just got a reality check. Fans of Nvidia would say they have always been the high performance choice, but you would have a short memory. ATI has always been competing to be and at times were the perfomance leaders.