Seeking Alpha Portfolio App for iPad
Dividends & Income
View as an RSS Feed
View RobbinTheHood's Comments
), AMD (
), Dell (
), and H-P (
) underperform after Evercore's Rob Chira
slashes his estimates
on (what else?) concerns about PC demand. Chira now predicts 2012 PC unit sales will fall 4% Y/Y, worse than
, and expects flat sales next year. "We estimate Q3 units fall year-over-year across every major market: Consumer, corporate, desktop, notebook, U.S., Europe, and APAC," he writes. AMD is also getting hit by an estimate cut from JMP.
View news story
People can say what they want about AMD but the bottom line is the fact that they have a huge presence in the gaming segment, are already working on corporate ARM server projects, and also will continue to grow into the mobile segment. This downturn is based more on recession and consumer choice changes than any fundamental flaws with the company itself. AMD offers high quality, low priced, alternatives to Intel and Nvidia which to me seems to point to more consumer use than less as people trying to cut spending will opt for lower price. Intel and Microsoft are already facing gaming industry complaints about Windows 8 as game designers are trying to get away from closed platforms like iOS and potentially Windows 8.
Sep 24 01:33 PM
Link to Comment
On day 1 of the Intel Developer Forum (
), the company: 1) Unveiled the
Next Unit of Computing
, a 4" x 4" motherboard featuring everything needed for a miniature PC. 2) Announced it will deliver ultrabooks in Q4 that sport Nuance's (
) Dragon Assistant
. 3) Boasted its
CPUs, due next year, will feature
1/20 the idle power draw
of Sandy Bridge CPUs, as well as twice the graphics performance - the latter could be trouble for
's graphics businesses.
View news story
I think one of the most important aspects of this is the actual difference between the two chipsets. ARM will remain more popular as the average consumer is only using Android because of the easy access and portability of the platforms. But x86 will have a place for a long time to come. One will not replace the other because they serve different purposes. The coexistence of the mobile platforms will be a necessity for the near future. Ubuntu is going to, in my opinion, be the x86 killer in mobile computing though. Because of Linux ability to run on low resource platforms and Ubuntu's ability to run on Android smartphones we will eventually see the merging of the two. Linux and Android are the future. They are free and easy to use. They both work cross platform and can coexist on the same device. Ubuntu will be the answer to mobile computing as people will be able to hook their smartphone up to a keyboard, mouse, and TV to do office work, gaming, or whatever type of computing you want, on the go, anywhere in the world.
Sep 12 02:32 PM
Link to Comment
AMD: The Sinking Chip Finding Bottom
I think there is some misunderstanding about what the shift to mobile computing means. Trying to compare what ARM and Nvidia are doing with smartphones and tablets to Intel and AMD is not really possible. As people move towards tablets are they going to want to use only Android? No, x86 is still the standard. AMD and Intel make x86 APU's that are going to revolutionize mobile computing. People still want to use Linux and Windows to do work. They want their office software and safe connections to mainframes. Ubuntu is trying to bridge the gap between the two but for now the average user is still using windows. Besides, as a gamer I wouldn't count AMD out yet. I have the ASUS Sabertooth 990fx motherboard and it has won multiple cosumer choice awards. Also I noticed someone trying to say that because Dell and HP are suffering that it is proof the PC is dead. ASUS and Acer, both not US based, have the two most popular tablets in the x86 and Android segments. Dell and HP are not the entire computer market. The way people use computers is changing. I am using Ubuntu now because I can sync all of my devices using it. I can run the same OS on my tablet as my desktop and share all of my files this way. My desktop has become my own personal cloud server. I can use my desktop to keep most of my files and my tablet to access them from anywhere. Microsoft, Sony, and Nintendo are coming out with new consoles next year and they will be used for at least five years. Consoles and PC's use AMD, Intel, Nvidia, and many other manufacturers parts. Valve is creating Steam for Ubuntu, this will also create new interest in gaming PC's. When I go home I don't want to sit down in front of my tiny tablet. I fire up my big screen TV and my surround sound system and either my Xbox 360 or my desktop in order to play games or watch movies. We are seeing a shift in consumer choice coupled with the worst economic problem since the 1930's. These two things are effecting a lot of industries but AMD is certainly not out of the picture just yet. This is a slump due to change, heading not to an end, but a new beginning.
Sep 10 02:17 AM
Link to Comment
The Opinion Leaders
Xignite quote data
© 2013 Seeking Alpha