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Lummox

Lummox
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  • Advanced Micro Devices - Should You Sell? [View article]
    Andreas
    Thank you for the laugh!! My take is:

    "AMD could have as much downside as it has upside."

    Translation= "The stock could go UP or it could go DOWN!!"

    A very informative and discerning comment!
    Apr 15 07:22 PM | 2 Likes Like |Link to Comment
  • Why Microsoft Is Becoming A Great Company Again [View article]
    anil92691
    Thank you for your comment. You said it better than I.

    Note: Market price is based upon Perception, Expectations and Fantasies. Value is based upon leadership.
    Nadella has not been in charge long enough to make any major decisions. He is still in the learning phase.
    Apr 6 02:38 PM | Likes Like |Link to Comment
  • Intel: Yes To Smartwatch [View article]
    Thank you;
    I enjoyed your article. I have not been following what has been happening in smart watches. However I don't understand how this will make a major financial impact on Intel.
    1: You mention Intel might subsidize the watches = low or minus margin.
    2: There is no mention of available market size, At todays sales, 1M X $200 x 35% = $70M profit. I might be over optimistic on margins, because this is going to be a highly competitive commodity market. Also there are many people (like myself) who only want a watch that is reliable, lasts a long time, and only uses the time and occasionally the alarm functions.

    P.S. I am not-anti tech, as I am a designer of both hardware and software. However I follow the maxim, if you don't need it don't get it.
    Apr 4 06:39 AM | 4 Likes Like |Link to Comment
  • Microsoft's Deal With Apple A Lucrative Move? [View article]
    You should note Ballmer was demoted because of his buying Nokia, against the wishes of Bill Gates et al. I hardly think this is the decision of some one opposed to entering the mobile market.
    Apr 2 01:02 PM | Likes Like |Link to Comment
  • AMD: Mantle Wins Even If It Loses [View article]
    AMD won't screw up again because Hector is gone. The present management has more technical smarts in a toe nail clipping than Hector. What AMD would be like as a company, if Hector licensed X86 to Intel, instead of selling it. How many billions would Intel have paid in licensing fees for X86 by now. Hector then put all the money into new fabs for AMD Global. Later AMD had to pay to get rid of Global Foundries. When GF could not make good chips, they had to buy chips from TSMC. They still had to pay GF, because they were not purchasing their quota from GF.
    Hector was not technical, but because he had a financial background, and thought it applied to everything. UUGGGHHH what an IDIOT!!
    Mar 17 04:02 AM | 2 Likes Like |Link to Comment
  • AMD: Mantle Wins Even If It Loses [View article]
    AMD going public with the software, means all software developers get access to Mantle, Hardware developers meaning Intel and NVIDIA will have to spend years on hardware development to incorporate Mantle, and they have to worry about AMD patents on hardware incorporating Mantle. Actually only NVIDIA has to worry, since Intel is licensing from NVIDIA and there own chipsets aren't worth the bother to incorporate Mantle.
    Mar 17 03:37 AM | Likes Like |Link to Comment
  • AMD: Mantle Wins Even If It Loses [View article]
    There are two primary uses for a server, storage and processing. For processing INTEL takes the lead, for storage AMD. INTEL CPU's crunch numbers faster than AMD. AMD utilizes each individual core better than INTEL. Intel's Hyper threading is a double edge sword. It works very well in a lightly tasked office environment. however when heavily utilized, the performance gains are lost to overhead, where the CPU runs faster with Hyper threading turned off. Also the AMD cores are real and each core controls it's hard drives. An Intel's Hyper threaded core is just shared CPU functionsm so it can't control hard drives.
    Remember only physical cores can control hard drives. AMD has more physical cores than Intel but not Hyper threading.
    Mar 17 03:27 AM | Likes Like |Link to Comment
  • Tech giants enjoy tax-free interest on offshore Treasury holdings [View news story]
    Please give list of major of 2% -5% tax rates iin major countries. i.e. England is 28%, for corporations.
    Mar 17 02:42 AM | Likes Like |Link to Comment
  • Microsoft And Sony: More Business Savvy With Consoles This Time Around? [View article]
    1. Upgrade A10: pin compatible -minor discrete component changes.
    2. Upgrade Memory: DDR4 replaces DDR3, minor changes, update timings.
    3. Update Resolution: Replacement GPU supports 4K.
    4. Update GDR: Replace with faster GDR, minor changes.

    Please note: minor layout changes to board, minor discrete component changes, timings changed in BIOS, may require BIOS update.

    The most important thing is NO changes to the game software, 100% compatibility to old and updated consoles.

    NOTE: Extra features, such as a second display, may be added, but should be designed so that older games will play, just not use the new features.
    Mar 14 10:09 PM | Likes Like |Link to Comment
  • Tech giants enjoy tax-free interest on offshore Treasury holdings [View news story]
    Another stupid Politician. He should say thank you for buying treasury notes. The way the government Is burning through money, increasing the national debt, is frightening. The USA needs all the purchasers of US debt, it can find.
    Mar 13 05:02 AM | 17 Likes Like |Link to Comment
  • 2 Secrets To Microsoft's Growth In 2014 [View article]
    Yes!! Because when you don't have the expertise, and don't have the time to develop it in house, YOU BUY IT!!!
    Mar 10 03:08 AM | Likes Like |Link to Comment
  • AMD Shores Up Balance Sheet Amid Product Leaks [View article]
    The easiest thing for Microsoft to do, would be to add all the extra instructions to Direct X, and the changes the gaming industry has been asking for. Then add a compiler or interpreter to convert DirectX to Mantle. It could also copy Sony and add an interpreter to the hardware instructions.
    Mar 9 03:24 PM | Likes Like |Link to Comment
  • AMD Shores Up Balance Sheet Amid Product Leaks [View article]
    What's so special about it being a RISC processor. Starting with the Pentium all of Intel's x86 CPU have a CISC interface and a RISC internal. The reasons for this is that compatibility to all X86 Software, and the ability to change or modify the internal hardware without requiring all software to be re-compiled.
    Mar 9 03:16 PM | 1 Like Like |Link to Comment
  • AMD: Mantle Wins Even If It Loses [View article]
    That's because Global foundries finally got their process sorted out, without having a high reject rate. Which is why AMD left them for TSMC. AMD is building the new A series chips at Global Foundries because GF final got it's act together to make the chips and forgave AMD the fin 300 mil+ last payment for not using Global Foundry and going to TSMC.
    Mar 6 02:14 AM | Likes Like |Link to Comment
  • AMD: Mantle Wins Even If It Loses [View article]
    They make about the same amount of money from each. So they don't care about who sells the most!
    Mar 6 02:06 AM | Likes Like |Link to Comment
COMMENTS STATS
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