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joro_ianev

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  • Western Digital: The Good, The Bad, And The Ugly [View article]
    Dear Bond69,

    I see you long for your union card. Employees at WDC earn good wages and have built a good foundation of value both for themselves and for the shareholders. They don't need a bunch of leeches destroying productivity and killing off morale.
    Oct 19 08:30 AM | Likes Like |Link to Comment
  • Western Digital: The Good, The Bad, And The Ugly [View article]
    "However, what happens if areal density and storage ability grows faster than that?"

    Well, don't take my word for it, look at IHS and Gartner forecasts. They talk in units. And unit volume has gone up in double-digits every year.

    "However, the way in which information is being accessed through tablet, smart phones and cloud computing is going to increase the demand for SSD in my opinion."

    Well, yes, most of the mobile devices have SSDs in them. Yet, all those devices ultimately get backup up somewhere and that somewhere contains HDD. The 'cloud' is also choke full of HDDs.

    In summary, the SSD and HDD are different technologies that serve different markets/purposes. They are more 'complements' to each other than 'displacements'. So I am not sure it is as "inevitable" as you think that ASPs on HDDs will be coming down. All the while volumes continue to go up.
    Oct 11 09:29 AM | Likes Like |Link to Comment
  • Western Digital: The Good, The Bad, And The Ugly [View article]
    "However, a HDD producer is not well suited to take advantage of major storage trends." Really? So you think SSDs are taking over? Never mind that no SSD manufacturer, except Samsung, is adding capacity. So, if SSDs today account for 4% of the market, where is capacity coming to supply the remaining 96%, let alone when the total pie is growing 30% a year! Never mind that hybrid drives -- offered by both STX and WDC -- look really promising and provide the best of both worlds (namely, high read/write, much better reliability and at much lower cost). Also never mind that both STX and WDC got into SSDs through their latest acquisitions (long-term supply agreements).
    Oct 10 07:13 PM | Likes Like |Link to Comment
  • Sell Xyratex Ahead Of Q3 Earnings [View article]
    Well, you were proven right. A drop of ~20% in a day certainly is a profitable trade.
    Oct 2 04:51 PM | Likes Like |Link to Comment
  • Sell Xyratex Ahead Of Q3 Earnings [View article]
    You are positively mad, me thinks. The company projected to have $200M in cash by 12/31, has a market cap of $270M at the moment, pays a 3% dividend, and has a PE of 8. And lest we forget, the stock tends to move upwards rapidly on good news. Risky short in my book, but, hey, it's your money.
    Oct 1 06:58 PM | Likes Like |Link to Comment
  • AMD CFO Thomas Seifert is resigning to "pursue other opportunities." Corporate controller Devinder Kumar will serve as interim CFO until a full-time replacement is found. Seifert's departure is the latest in a series of executive losses for AMD this year. Shares -3.2% AH. (PR[View news story]
    The editor of the market news need to be a lot more accurate in his reporting! Seifert has been with AMD since Oct 2009 so there is no way for him to be a '28-year veteran.' But you know who is? The guys that is going to be the interim -- the current Corporate Controller Davinder Kumar.
    Sep 17 04:34 PM | Likes Like |Link to Comment
  • Is AMD Going Out Of Business? [View article]
    ephud,

    Clearly, to whom his own. :-)
    Sep 10 09:38 AM | Likes Like |Link to Comment
  • Giving himself two years to turn France's economy round, President Francois Hollande last night said he'll propose a budget this month that will comprise €10B in spending cuts and up to €20B in new taxes, including the controversial 75% tax on those earning over €1M/year. The plan is to cut the budget deficit to 3% of GDP from 4.5%. [View news story]
    "...comprise €10B in spending cuts and up to €20B in new taxes, including the controversial 75% tax on those earning over €1M/year."

    Let me venture a not-too-wild guess here that Hollande will be disappointed with the outcome. First, the spending cuts will reach half his goal. Second, France will become void of people making over EU1M and tax revenues will actually decline as companies continue to pull from high-tax France. French arrogance cost them the battle at Agincourt and it will cost them now their future as they slide into gradual poverty.
    Sep 10 08:50 AM | Likes Like |Link to Comment
  • Is AMD Going Out Of Business? [View article]
    ephud,

    See today's story at tomshardware:

    "AMD: The Value Company

    AMD has to battle more fiercely in that mainstream space, where 10 or 15% separating benchmark results doesn't mean much at the end of the day to someone using a PC casually. Really, any modern machine with a couple of cores is fast enough for office-oriented applications. By giving you four cores for the same price as Intel's two, AMD virtually assures victory in threaded applications, even as it's forced to concede to Intel in other less-optimized titles.

    Again, though, those x86-based victories almost seem inconsequential. The real action is happening in GPU-based acceleration. That's where we just saw the potential to double performance (or halve a task's time to complete)."

    http://bit.ly/U4rX3Q

    The point is that AMD can and is differentiating itself by incorporating more and more the graphics muscle into its APU offerings. The GPU is much better at cranking our parallel tasks than the CPU. As software starts getting optimized for the APU, you will see the balance shifting towards AMD not just in mobile and desktop, but in servers as well. The stock is cheap, the downside limited.
    Sep 10 08:20 AM | Likes Like |Link to Comment
  • Is AMD Going Out Of Business? [View article]
    ephud,

    I agree there are restrictions on the x86 license, but ask yourself the question: can Intel afford t be the ONLY x86 manufacturer? Think about the nightmare they will have with regulators.

    As for servers, don't throw out AMD yet! Sure, they have only 5% of the market at the moment, but if they get the Piledriver core right they will get back in the game fast enough.
    Sep 9 02:52 PM | Likes Like |Link to Comment
  • Is AMD Going Out Of Business? [View article]
    GPU business is dying? Oh, come on! Ok, low end GPU cards are certainly being impacted by APUs. But mid-range and up cards are doing rather well. It is silly to think gamers will just go away or that consles will take over PC gaming. As for firepro, you are still stuck in the past. Latest firepro series are eating Nvidia's lunch and AMD's pro drivers have improved to a point that they are now serious threat to Nvidia's quadro series.

    Ok, call me a fool, but I am accumulating AMD stock at this level. Cash on balance sheet is roughly equal to the debt. The IP alone is worth probably twice the market cap. The APU business is off to a good start in mobile. The GPU side is taking back market share lost to Nvidia, particularly in mobile where AMD had no response to Nvidia's Optimus (check reviews of latest beta drivers from AMD). All consoles use AMD gpu tech (licensing revenue stream). Expect to see a claw-back in server share. Finally, I expect AMD to become very aggressive in low-power chips for tablets and cellphones.

    But let's also not forget that at $2.5B of market cap this company is a worthy purchase for Qualcom, Samsung or Apple. Even if they discard the x86 license -- which Intel, with all their posturing will have to grant or they will be in serious water with regulators should they refuse -- it is still a very worthy acquisition.

    Just my 2 cents.
    Sep 9 12:08 PM | Likes Like |Link to Comment
  • Is AMD Going Out Of Business? [View article]
    shompa:

    Your statement: "Anyone can license ARM chip and build their own SoC for 15 dollar each. If I want the same thing on X86 it cost at least 200-300 dollars." It is absurdly ridiculous. Amd doesn't even have a CPU/APU in the $200-$300 price range. Their Fx CPU $175 offering is 50-times more powerful than the iPhone cpu.
    Sep 6 04:03 PM | 1 Like Like |Link to Comment
  • The days of economic prosperity may well be behind us, warns Northwestern University's Robert Gordon. The robust economic growth over the past 250 years may be a unique success tale for the history books, but it's not sustainable for the future. Productivity and innovation, Gordon says will eventually succumb to the headwinds of declining demographic trends, gaps in the education system, rising income inequality, globalization, declining energy/environment resources, and of course, debt. [View news story]
    Tom,

    History is choke full of dreamy eyed communists. The cold truth always is that (1) government is always inefficient (companies it runs will ultimately always fail), (2) 'capable' people working for the greater good always end up as tyrants who massacre millions or rob them of the fruits of their labor.

    There truly isn't anything scarier than the phrase: I am from the government and I am here to help!
    Sep 1 11:57 PM | 1 Like Like |Link to Comment
  • The days of economic prosperity may well be behind us, warns Northwestern University's Robert Gordon. The robust economic growth over the past 250 years may be a unique success tale for the history books, but it's not sustainable for the future. Productivity and innovation, Gordon says will eventually succumb to the headwinds of declining demographic trends, gaps in the education system, rising income inequality, globalization, declining energy/environment resources, and of course, debt. [View news story]
    CI:

    To solve what ails us we must remove the source - get the government down to basic services, get rid of the rest. There is a reason you see high corruption typically in countries with the largest (per capital) government sector. Roll back the Leviathan!
    Sep 1 11:51 PM | 1 Like Like |Link to Comment
  • The days of economic prosperity may well be behind us, warns Northwestern University's Robert Gordon. The robust economic growth over the past 250 years may be a unique success tale for the history books, but it's not sustainable for the future. Productivity and innovation, Gordon says will eventually succumb to the headwinds of declining demographic trends, gaps in the education system, rising income inequality, globalization, declining energy/environment resources, and of course, debt. [View news story]
    Terry330, you are wrong, again. Historically we are at the highest tax period the humanity has known. The 'wealthy' have not escaped any of it.
    Sep 1 11:41 PM | 2 Likes Like |Link to Comment
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