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Investor Llew

Investor Llew
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  • Advanced Micro Devices: Is There Light At The End Of The Tunnel? [View article]
    Why so negative Principle? Still shooting for nVidia to fall to $8?
    Jan 24, 2013. 02:34 AM | Likes Like |Link to Comment
  • Is There A Turnaround For AMD Ahead? [View article]
    I don't think the problem is with sales. The problem is with Profits.

    If you are selling your products too cheaply, you sacrifice your bottom line.

    I haven't done the analysis on it, but to argue that AMD has increasing sales numbers without looking at whether or not that translate to actual profits, is misleading at best.

    Their contracts to supply APUs or GPUs to the consoles may have cut into their margins and hopefully not so much that the increased volumes can still turn out good profits. But this needs to be investigated.
    Dec 25, 2012. 01:04 PM | Likes Like |Link to Comment
  • AMD Cannot Survive The Graphics War Like This [View article]
    Principle,

    Instead of trying to be a bully by name calling, at least say what you mean. The division that is in charge of the SoC has been losing money.

    So stop being an *ss and say what you mean.
    Dec 1, 2012. 01:57 AM | Likes Like |Link to Comment
  • AMD Cannot Survive The Graphics War Like This [View article]
    We expect Tegra to be light on contributing until its in its full swing development with an integrated radio to compete against QCOM.

    But what he said was "Nvidia is losing money EVERY QUARTER."

    He didn't say TEGRA's Operating Income was losing money specifically.

    Total Operating income
    Q3/13 - 252.22 Million
    Q2/13 - 139.62 Million
    Q1/13 - 72.83 Million

    etc.

    Now, if you break down the numbers for the Tegra only, we see that for the 9 months ending 10/28/12, they lost $233 Million for that time or $77 Million on average per quarter.

    This quarter was only $42 Million loss.

    The trend is up.

    So if he said Tegra only, yes, the numbers support that, but the trend is telling us that it will eventually beak even and make money.

    Just a matter of time as the seeds of the Tegra that they planted bears fruit.
    Nov 29, 2012. 08:41 PM | Likes Like |Link to Comment
  • AMD Cannot Survive The Graphics War Like This [View article]
    Principle, if you can post the last 4 quarter revenues, I'd like to see what you are seeing to state this:

    "The world of ARM where Nvidia is losing money every quarter. Nice. "

    Show it to us please or get your facts straight.
    Nov 29, 2012. 08:11 PM | Likes Like |Link to Comment
  • AMD Cannot Survive The Graphics War Like This [View article]
    haha! I had to laugh.

    The world used to be only x86. That's the old world.

    Welcome to the new world of ARM.
    Nov 24, 2012. 10:48 PM | Likes Like |Link to Comment
  • AMD Cannot Survive The Graphics War Like This [View article]
    itbj2, can you link your review sites? I'll answer afterward, but it would be good to see what you are talking about so we know you have some sources.
    Nov 23, 2012. 11:58 PM | Likes Like |Link to Comment
  • AMD Cannot Survive The Graphics War Like This [View article]
    I don't think he's even looking at the raw numbers. There's plenty of comparison websites which rank Nvidia GPUs above an equivalent AMD. AMD had to lower their prices to compete. Their new drivers was a must or they would have really had problems.

    Either case, even if itbj2 is looking at some numbers in terms of performance, the revenue numbers are more telling in Nvidia's favor.
    Nov 23, 2012. 11:56 PM | Likes Like |Link to Comment
  • AMD Cannot Survive The Graphics War Like This [View article]
    Unless, of course, Nvidia buys a chinese company with it's cash horde. That was the rumor.
    Nov 23, 2012. 06:27 AM | Likes Like |Link to Comment
  • AMD Cannot Survive The Graphics War Like This [View article]
    I am aware of the competition.

    In fact, if you read the Quarterly and Annual reports, it's all in there.

    The point is that Nvidia understands it too well, they were basically booted out of the IGP chipset because of Intel.

    What I want to see is the proof via Revenues and cashflows, not just talk.

    BUT, that being said, anyone buying into Nvidia and not taking seriously the Intel Threat as they read through their own reports, is just not reading, they are just looking at words.
    Nov 21, 2012. 03:26 PM | Likes Like |Link to Comment
  • AMD Cannot Survive The Graphics War Like This [View article]
    There's a real folly on these boards. Basically, just because someone knows technology really well, somehow they translate that into knowledge of business and financial discipline.

    It is probably due to arrogance or ego that somehow you can beat the market.

    As a former programmer from 1994 to 2003, when I quit working after successfully investing to the point of not having to work again, I have yet to meet personally any one of my colleagues that have achieved the same and they keep spewing out their tech knowledge.

    In fact, Newton was famous for this. He lost his shirt in his days investing: http://bit.ly/qOx4UF

    How many of the commentators here are making that same mistake?
    Nov 21, 2012. 03:21 PM | Likes Like |Link to Comment
  • AMD Cannot Survive The Graphics War Like This [View article]
    itbj2, mrtanner,

    Have you guys bother looking at the revenue numbers at all from Nvidia?

    You do realize that their GPU business is doing better than the quarter before and the year before? Here, let me help you out a bit:

    STRICTLY Nvidia GPU Revenue Info:
    Q3/13 - $739.6 Million
    Q2/13 - $668.3 Million
    Q3/12 - $644.8 Million

    I'm not a fanboy for Nvidia, but I like to do independent research which helps me form an unbiased opinion.

    Can you tell me why you would say "Their discreet GPU business has also suffered. If you look at steam you can see that their market share has dropped from around 55% to 46%." and still the revenue numbers are trending higher by a good amount? BTW, that quote may be true, but you better be thinking outside the box. Otherwise, you are going to fall into the trap of making a wrong implication based on one tidbit of truth. You are missing some part of this puzzle.

    There may be fanboys on this board, but since you don't address the facts of the financial numbers, I'm wondering if you do any other analysis that is independent of articles which may be biased?

    EXPLAIN it please.
    Nov 21, 2012. 02:08 PM | Likes Like |Link to Comment
  • AMD Cannot Survive The Graphics War Like This [View article]
    itbj2,

    The response from Nvidia was to update their drivers to the 310.54.

    http://bit.ly/QZ8WEk

    I'm not sure where your getting your information and making the claim " Most people there are trying to figure out how to return their NVIDIA cards.."

    Give us some sources otherwise, this is just fluff.
    Nov 21, 2012. 01:56 PM | Likes Like |Link to Comment
  • AMD Cannot Survive The Graphics War Like This [View article]
    I don't think I every came across an article that address why you may want to have a discrete GPU versus an APU.

    If you wanted to upgrade your Graphics, what's involved if you have an APU?!

    How costly?

    I think for gamers, this is one of the questions they would likely help them in choosing between a GPU and an APU.

    In my case, I like the fact I can upgrade my GTX 570 to a GTX 680 and play all the latest games at ultra.

    Do I have to upgrade my CPU as well? NO! it's an i7 980 extreme! Why would I?
    Nov 21, 2012. 04:43 AM | Likes Like |Link to Comment
  • AMD Cannot Survive The Graphics War Like This [View article]
    Didn't the Marketing guy who got AMD into the consoles wind up leaving AMD and getting hired by Nvidia? That was in July and his name was Bob Feldstein: http://onforb.es/XyXYbE

    If that's the case, it's possible that Nvidia may wind up in the Console wars either as a hardware provider or perhaps as a component?

    What is our boy Bob up to at Nvidia?
    Nov 20, 2012. 08:00 PM | Likes Like |Link to Comment
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