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buddmann

buddmann
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  • AMD Update: Reasons 11 And 12 Why AMD Will Be $10 In 2017 [View article]
    Many, Many companies trade OVER 4x (intel trading today at almost 3x revenue) their annual revenue. AMD is trading at 0.4x its annual revenue, so any news or contract announcements can send it soaring. Owned JDSU back around 2004 or so when it went from $4 to $ 12 overnight just before the reverse split. For better or worse, psychological reactions play huge roles in the price of market capital valuations.
    Mar 13, 2015. 03:47 PM | 2 Likes Like |Link to Comment
  • MediaTek Could Be AMD's Ticket To Smartphones And Tablets [View article]
    The X86 was invented in the 1970's, while I know there are user end agreements between AND and Intel, doesn't the statutes of limitations on the design annul exclusivity some time?
    Mar 12, 2015. 03:10 PM | Likes Like |Link to Comment
  • MediaTek Could Be AMD's Ticket To Smartphones And Tablets [View article]
    Great article Alcaraz Research. Im long AMD without worries, (got in at the right price) for their intellectual property and annual revenue make them more valuable than their market capital suggests. Quite sure the Avatar got in around $10 or more and lost big, so its between him and wall street not you. He warned us about "plummeting revenue" 2014, but they were actually up 4% or $210 million in 2014. Trading less than .4 of their annual revenue is nutcase and when the stock moves beyond this manipulation phase, it will reach proper valuations again.
    Mar 12, 2015. 04:21 AM | 5 Likes Like |Link to Comment
  • 10 Reasons Why AMD Will Be $10 By 2017 [View article]
    Who knows something about Chris Donahue, who they hired to oversee their corporate relationship with Microsoft? http://linkd.in/1BWUP9G
    Mar 6, 2015. 06:12 PM | Likes Like |Link to Comment
  • AMD Finally Delivers Something Crucial [View article]
    Fib, the Samsung deal looks like a proprietary intellectual deal only as Samsung makes their own chips. Any idea how much they would receive on these kinda deals?
    Nov 21, 2014. 10:35 AM | Likes Like |Link to Comment
  • XBox One Sales Boost A Catalyst For AMD [View article]
    @ Fiberton- the share price doesn't represent much these days.
    Nov 17, 2014. 11:22 PM | 1 Like Like |Link to Comment
  • XBox One Sales Boost A Catalyst For AMD [View article]
    Yup, totally agree. Advanced Micro Devices Inc gives Q4 2014 revenue guidance below analysts' estimates. Expects Q4 2014 revenue to decrease 13 pct, plus or minus 3 pct, sequentially. They also stated 3rd quarter was their biggest quarter of the year for gaming console chips. Xbox & PS4 are flying off the shelf so fast I bet they're having a hard time keeping up with demand now AND till the end of the year, seeing something they didn't expect. Should impact 4th quarter earnings call.
    Nov 17, 2014. 10:16 PM | 1 Like Like |Link to Comment
  • Intel's Server Business Makes The Stock A Strong Buy [View article]
    XX it does look good, however you dont like today's new showcase with implementation of Mellanox FDR Connect-X3 InfiniBand? Holler back if Hierofalcon SoC ever gets on the market and we can see how they stack up.
    Nov 17, 2014. 02:04 PM | 1 Like Like |Link to Comment
  • Intel's Server Business Makes The Stock A Strong Buy [View article]
    "The one getting all the hype is applied micro's x-gene arm server." WEIRD the great x-gene debut in New Orleans today is making a horrible splash on their stock price. http://on.mktw.net/1qe...
    Nov 17, 2014. 01:40 PM | Likes Like |Link to Comment
  • Intel's Server Business Makes The Stock A Strong Buy [View article]
    Show us the revenue- not the hype
    Nov 17, 2014. 01:13 PM | 1 Like Like |Link to Comment
  • Intel's Server Business Makes The Stock A Strong Buy [View article]
    Thanks for looking onto it Ta
    Nov 17, 2014. 01:05 PM | Likes Like |Link to Comment
  • Intel's Server Business Makes The Stock A Strong Buy [View article]
    looks LIKE AMCC is having a little problem with CONFIRMED shrinking revenues. 30-Sep-2013-$55.39M / 31-Dec-2013-$54.84M / 31-Mar-2014-$51.77M 30-Jun-2014-$50.27M / 30-Sep-2014-$40.95M /// IS AMCC striking deals with Verizon or another mega server? “We reinvented the public
    cloud from the ground up to
    specifically address the needs
    of our enterprise clients. We
    wanted to give them back
    control of their infrastructure
    — providing the speed and
    flexibility of a generic public
    cloud with the performance
    and security they expect from
    an enterprise-grade cloud.
    Our collaboration with AMD
    enabled us to develop
    revolutionary technology, and
    it represents the backbone
    of our future plans.”
    John Considine
    CTO, Verizon
    Nov 17, 2014. 12:26 PM | Likes Like |Link to Comment
  • Intel's Server Business Makes The Stock A Strong Buy [View article]
    AMD has been working with ARM Holdings and Oracle (java9/JDK-JRE) for almost three years now, building an ARM/AMD Hierofalcon server system. If the ARM/AMD new server system is as big as the hype, they could take large market share quickly from Intel. AMD could also gain traction in desktop CPU's as well, where Intel pretty much has a monopoly, and where company's like Apple are looking for an alternative. http://bit.ly/1EQoTBG
    Nov 16, 2014. 12:27 AM | Likes Like |Link to Comment
  • Avoid The Hype: AMD's Decline Is Terminal [View article]
    They need to get their salesforce out there looking for new buyers instead of bugging the gov for grants. At-least they may profit from the R&D and hopefully the DOE will too.
    Nov 14, 2014. 04:07 PM | Likes Like |Link to Comment
  • Avoid The Hype: AMD's Decline Is Terminal [View article]
    True, Fib true! But earning calls get surprises, while the past calls are etched in stone, the immutable past except for a limited amendment time. How close have AMD historical guidance calls been over time? I have a feeling(just a hunch) they might be giving us the very worst scenario on this last call to protect themselves.
    Nov 14, 2014. 03:46 PM | 1 Like Like |Link to Comment
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