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buddmann

buddmann
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  • Reuters: Advanced Micro Devices considering breakup, spinoff [View news story]
    Thanks Rand, makes more sense than some of the other interpretations on this thread. Has to be a rumor, it can't be split up as you show. However, maybe they'll get a few bucks for Sea Micro, something they've already wrote off as a huge loss.
    Jun 21, 2015. 12:47 AM | Likes Like |Link to Comment
  • AMD: This Intel Ankle-Biter Is On Its Way To Substantial Profits [View article]
    The haters must really be hating all the news that came out this week.
    Jun 19, 2015. 01:16 AM | 1 Like Like |Link to Comment
  • AMD: This Intel Ankle-Biter Is On Its Way To Substantial Profits [View article]
    Looks like carrizo might be a huge hit first. These OEMs must know something we don't, as they're buying it. AMD announced that they would be shipping Carrizo in laptops from Acer , ASUS, Dell, Toshiba and Hewlett-Packard, in addition to Lenovo in the next month or two. http://onforb.es/1CgiAVs
    Jun 19, 2015. 01:11 AM | 1 Like Like |Link to Comment
  • AMD: This Intel Ankle-Biter Is On Its Way To Substantial Profits [View article]
    IF they were here to really help.........they'd be helping those who don't have a ¢ to invest. No saints here. Pretenders are easy to see through.
    May 29, 2015. 03:37 PM | 1 Like Like |Link to Comment
  • AMD: Bankruptcy By 2020 Unlikely, Further Downside Still A High Probability [View article]
    They just lit up the nations largest graphic display with their GPUs-probably a publicity stunt. http://on.mktw.net/1KB...
    May 28, 2015. 01:38 PM | Likes Like |Link to Comment
  • Advanced Micro Devices Will Live To Fight Another Battle [View article]
    Because no one wants them?
    May 27, 2015. 07:10 PM | 1 Like Like |Link to Comment
  • Advanced Micro Devices Will Live To Fight Another Battle [View article]
    A Hard rain going to fall..............
    May 27, 2015. 02:42 AM | Likes Like |Link to Comment
  • Advanced Micro Devices Will Live To Fight Another Battle [View article]
    Anyone know if AMD is the IP owner of HBM, stacking the DRAM on the logic die, alongside the GPU or CPU? http://bit.ly/1dwKx5Z
    May 27, 2015. 02:41 AM | Likes Like |Link to Comment
  • Advanced Micro Devices Will Live To Fight Another Battle [View article]
    @Fib. How true, seen it work like magic. Guess no one knows how or why it works, reminds me of the two disunited giants of physics. Relativity says the future's fixed as the past vs quantum mechanics that proves the uncertainty principle. Market psychology. Maybe we're in an AMerican equity supercycle?
    May 26, 2015. 01:41 PM | Likes Like |Link to Comment
  • Advanced Micro Devices Will Live To Fight Another Battle [View article]
    Saw that too, thinking of liquidating my blue chip fund for the time being.
    May 25, 2015. 01:10 PM | Likes Like |Link to Comment
  • Advanced Micro Devices Will Live To Fight Another Battle [View article]
    Read the sunday's papers ads. Best Buy, Office Depot, Fry's etc are advertising more products powered by AMD. Haven't seen them in Dell or Lenovo in years, but seeing them today.
    May 25, 2015. 12:57 PM | 3 Likes Like |Link to Comment
  • Advanced Micro Devices Will Live To Fight Another Battle [View article]
    Vlad betting big on their collapse in 2017
    May 25, 2015. 12:45 PM | Likes Like |Link to Comment
  • Advanced Micro Devices Will Live To Fight Another Battle [View article]
    Keeping in mind how important the cross-license agreement between Intel and AMD is, it is likely that any of AMD’s possible M&A actions will be discussed not only by the two companies, but also with the U.S. authorities, which prohibit imports of certain technologies to certain countries. In any case, it is noteworthy that the CFO of AMD does not reject the possible plan in general.
    Looks like AMD is sure that no matter what, Intel will sign a new cross-license agreement with it or its successor. At the end, AMD has a lot of patents, including graphics related, which could be used as a leverage to reach a new deal
    May 22, 2015. 07:06 PM | Likes Like |Link to Comment
  • Advanced Micro Devices Will Live To Fight Another Battle [View article]
    Correct Pablo, no major debt due till 2019. Carrizo started shipping to Lenovo (world's biggest PC maker) 1st quarter, HP too. Perhaps they'll start selling x86 in quantity again. New supply contracts revealed often. New talent coming onboard, the king returned a couple years back. http://bit.ly/URIc5a
    May 21, 2015. 07:31 PM | Likes Like |Link to Comment
  • Advanced Micro Devices Will Live To Fight Another Battle [View article]
    Doom and gloom naysayers are rarely correct. I accept your bet!
    May 21, 2015. 04:30 PM | 1 Like Like |Link to Comment
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