While Nvidia (NVDA) talks up its Tegra 4i baseband/app processor, SemiAccurate claims (in a sensationalistic piece) talks with mobile OEMs indicate Nvidia has alienated OEMs by over-promising with past Tegra chips. The site suggests the dearth of design wins announced with the Tegra 4's January intro (volume shipments start in July) serves as evidence. Following last week's FQ4 report, some analysts were concerned about Nvidia's guidance for a major Q/Q drop in Tegra revenue; Needham predicts Tegra sales will drop 12% this fiscal year. (previous) [View news story]
NVDA seems to be dead money that should not buy and hold.
Intel Overview: What's Driving Its $33 Valuation [View article]
Are you saying INTC has the $33/share valuation now or will reach $33/share after 6 years in 2019?
It's very difficult to predict the fast-changing Tech companies. Not sure if there is anyone predicted in 2007 that Apple will reach $700/share in 2012.
AMD (AMD +2.7%) may have plenty of problems, but bankruptcy risk isn't one of them, argues Williams Financial. Abu Dhabi-based Mubadala Development (previous) just raised its stake in the chipmaker to 19% from 15%, and Williams considers the odds of Mubadala refusing to provide AMD with needed liquidity to be very low. The firm thinks shares should return to the $3-$4 range if insolvency fears dissipate. [View news story]
AMD (AMD +10.7%) is ripping higher again today; shares are now up 30% since the hard-luck chipmaker announced it would sell and lease back its Austin campus for $150M-$200M. 27.9% of the float was shorted as of Nov. 15 - are diminishing insolvency fears fueling a short-covering rally? [View news story]
AMD (AMD +10.7%) is ripping higher again today; shares are now up 30% since the hard-luck chipmaker announced it would sell and lease back its Austin campus for $150M-$200M. 27.9% of the float was shorted as of Nov. 15 - are diminishing insolvency fears fueling a short-covering rally? [View news story]
Could be a short-covering rally.
How much percentage of the float is still shorted now?
AMD (AMD +2.7%) may have plenty of problems, but bankruptcy risk isn't one of them, argues Williams Financial. Abu Dhabi-based Mubadala Development (previous) just raised its stake in the chipmaker to 19% from 15%, and Williams considers the odds of Mubadala refusing to provide AMD with needed liquidity to be very low. The firm thinks shares should return to the $3-$4 range if insolvency fears dissipate. [View news story]
Instead of begging Mubadala Development, What if AMD prints another 700 million more common shares to raise cash for its survival, and devalue the current shareholders' money by 50%?
If that happens, AMD stock price could possibly drop from $1.88/share to 94 cents/share.
AMD recently hired JP Morgan for options, didn't they?
AMD Cannot Survive The Graphics War Like This [View article]
The signed 15 year wafer supply agreement ("WSA") with Global Foundries seems to be So bad. Things could be getting even worse at AMD if this kind of contract term is in place.
Not sure if AMD will possibly print another 700million more common shares to raise cash for its survival, and devalue the current shareholders' money by 50%.
While Nvidia (NVDA) talks up its Tegra 4i baseband/app processor, SemiAccurate claims (in a sensationalistic piece) talks with mobile OEMs indicate Nvidia has alienated OEMs by over-promising with past Tegra chips. The site suggests the dearth of design wins announced with the Tegra 4's January intro (volume shipments start in July) serves as evidence. Following last week's FQ4 report, some analysts were concerned about Nvidia's guidance for a major Q/Q drop in Tegra revenue; Needham predicts Tegra sales will drop 12% this fiscal year. (previous) [View news story]
Nvidia's Upcoming Earnings: What You Need To Know [View article]
Nvidia Earnings Preview: Tegra Sales And Kepler Architecture In Focus [View article]
It keeps beating earning's expectation, but it also keeps guiding lower.
Nvidia Earnings Preview: Tegra Sales And Kepler Architecture In Focus [View article]
Whatever record earning seems to be "doesn't-matter" ...
Report: Nvidia Looking To Build Tegra Reference Devices Itself To Flood The Market [View article]
Nvidia's Upcoming Earnings: What You Need To Know [View article]
Intel Overview: What's Driving Its $33 Valuation [View article]
It's very difficult to predict the fast-changing Tech companies. Not sure if there is anyone predicted in 2007 that Apple will reach $700/share in 2012.
AMD Has Bottomed Out [View article]
Why AMD's Stock Collapsed And How It Can Recover [View article]
AMD (AMD +2.7%) may have plenty of problems, but bankruptcy risk isn't one of them, argues Williams Financial. Abu Dhabi-based Mubadala Development (previous) just raised its stake in the chipmaker to 19% from 15%, and Williams considers the odds of Mubadala refusing to provide AMD with needed liquidity to be very low. The firm thinks shares should return to the $3-$4 range if insolvency fears dissipate. [View news story]
AMD (AMD +10.7%) is ripping higher again today; shares are now up 30% since the hard-luck chipmaker announced it would sell and lease back its Austin campus for $150M-$200M. 27.9% of the float was shorted as of Nov. 15 - are diminishing insolvency fears fueling a short-covering rally? [View news story]
AMD (AMD +10.7%) is ripping higher again today; shares are now up 30% since the hard-luck chipmaker announced it would sell and lease back its Austin campus for $150M-$200M. 27.9% of the float was shorted as of Nov. 15 - are diminishing insolvency fears fueling a short-covering rally? [View news story]
How much percentage of the float is still shorted now?
AMD (AMD +2.7%) may have plenty of problems, but bankruptcy risk isn't one of them, argues Williams Financial. Abu Dhabi-based Mubadala Development (previous) just raised its stake in the chipmaker to 19% from 15%, and Williams considers the odds of Mubadala refusing to provide AMD with needed liquidity to be very low. The firm thinks shares should return to the $3-$4 range if insolvency fears dissipate. [View news story]
If that happens, AMD stock price could possibly drop from $1.88/share to 94 cents/share.
AMD recently hired JP Morgan for options, didn't they?
AMD Cannot Survive The Graphics War Like This [View article]
AMD Cannot Survive The Graphics War Like This [View article]
Not sure if AMD will possibly print another 700million more common shares to raise cash for its survival, and devalue the current shareholders' money by 50%.