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Ashari

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  • AMD Rumors: Separating Fact From Fiction [View article]
    @Justin

    thanks for the link, I was wondering what happened to with $100M from their revolving credit facility but then remembered that they purchased some Senior Notes in Q4 and looked it up in CFO's Q4 commentary
    http://bit.ly/1Kv4T8C
    Feb 5, 2015. 11:47 AM | Likes Like |Link to Comment
  • AMD Rumors: Separating Fact From Fiction [View article]
    sorry Fib but you can't seriously suggest that having a $400M credit line is the same as having $400M debt, and if you're not making a distinction there then it's a lie by ommision. If you throw around numbers like that at least add a link or better yet don't omit crucial facts. Fitch at least clearly stated that the $2.6B include AMD's revolving credit facility, although I bet most headlines that will follow from this article will somehow omit that fact.
    Feb 5, 2015. 11:22 AM | 1 Like Like |Link to Comment
  • AMD +4.2%; Barron's talks turnaround efforts, GPU gains against NVDA [View news story]
    @Ace1NYC
    AMD is not in the business of selling ice to Eskimos and their profits don't equal revenue. They said in a conference call that their profit on console chips is in the mid teensand most analysts believe that Sony and MS pay around $100 for every SoC, so AMD's profit is actually less then $20. Have a look at their Enterprise, Embedded and Semi-Custom revenue and profits and you'll see that it looks about right.
    Feb 5, 2015. 11:08 AM | 1 Like Like |Link to Comment
  • AMD +4.2%; Barron's talks turnaround efforts, GPU gains against NVDA [View news story]
    @Fib

    no reason to go to 3.00, me thinks the market begs to differ :)
    Feb 5, 2015. 10:02 AM | Likes Like |Link to Comment
  • AMD Rumors: Separating Fact From Fiction [View article]
    @Fib
    that's not very nice of you Fib, to suggest that AMD's debt has suddenly increased by $400M, it's a lie by omission
    http://reut.rs/1LQ4UYg
    Nothing has changed, Fitche only affirmed AMD's rating but curiously added $400M of their recently secured revolving credit to their total debt.
    Well, surely it's not possible that someone with a vested interest in AMD commssioned and paid for that report, although I do seem to vaquely remember something about Enron, Fannie and Freddie, toxic sub-prime loans, junk AAA ratings and an unholy trio of US rating agencies... nah, I'm sure it's nothing, back to business, carry on.
    Feb 5, 2015. 09:58 AM | 1 Like Like |Link to Comment
  • AMD jumps above $2.50 on M&A rumor [View news story]
    @Fib

    Fake or not, the mere possibility is enough for bulls to jump in, add to that such a move would be quite sensible from China's point of view and AMD is up another 7%. Personally I don't believe it will happen but it sure makes it now less likely for AMD to dip below $2 in near future. Maybe $2.20 was the lowest point and R390 and Carrizo will see them through 2015 and above $2.50. Time will tell and for the time being I'm happy with NFLX :)
    Jan 27, 2015. 11:43 AM | Likes Like |Link to Comment
  • AMD jumps above $2.50 on M&A rumor [View news story]
    @Fib

    Intel is compelled by a court order to negotiate in good faith. They can't refuse licensing x86 without good reason and if they do find a good reason and decide not to share x86 then will most likely loose their x86-64 license.

    Of course the US government can always invoke national security concerns and do whatever they like.
    Jan 27, 2015. 04:35 AM | Likes Like |Link to Comment
  • PlayStation 4 sales top 18.5M [View news story]
    let's not forget that units sold in Q4 were paid for in Q3, Sony and MS might have or might not have bought more in Q4, if sales exceeded their expectations and Q1 projections remain unchanged then they would have bought more in Q4
    Jan 6, 2015. 04:28 AM | Likes Like |Link to Comment
  • AMD GPU Market Share Evaluations Missed A Significant Factor [View instapost]
    very interesting and quite convincing, except that one look at Steam's last monthly purely-for-gaming-only hardware survey will tell you that Nvidia (64%) and AMD (36%) is not so different from their actual GPU market share as reported by JPR some time ago. Can you explain why.

    Here is a link, can spot AMD's market share in non-gaming discreet graphics

    http://bit.ly/1BnGvT4
    Jan 2, 2015. 06:34 AM | Likes Like |Link to Comment
  • Advanced Micro Devices' (AMD) 2014 Raymond James' Systems, Semiconductors, Software & Supply Chain Conference. [View article]
    AMD is looking at reducing their debt, Finally!!!

    "We deployed about $70 million to go ahead and buyback public market debt at a discount"

    "any excess cash that I have call it over $1 billion or so, we will go ahead and deployed a buyback to that and bring down the interest burden on the P&L"
    Dec 9, 2014. 05:05 AM | 1 Like Like |Link to Comment
  • Avoid The Hype: AMD's Decline Is Terminal [View article]
    @Fib

    $2.65 seems to be a strong resistence point, there might be a bit more upside then the usual 5-10 cents pop before it breaks through that.
    Nov 14, 2014. 05:00 AM | 1 Like Like |Link to Comment
  • Oil & Gas Stocks: Does This Correction Have Logic To It? [View article]
    :) at least AMD bounces around enough to make a few cents here and there, 5-10 cents a pop or drop ain't that bad :)
    Nov 6, 2014. 10:44 AM | Likes Like |Link to Comment
  • AMD's Nvidia Problem [View article]
    I'm in no way an expert but could it be that AMD is simply making higher highs and higher lows and remains in an uptrend following the market recovering from the October correction.
    Nov 5, 2014. 03:57 PM | 1 Like Like |Link to Comment
  • AMD's Nvidia Problem [View article]
    @Fib
    Since we now have PS4 (13.5M) and Xbox One (est. 6.1M) sale numbers, I did some fuzzy math after I had a look at Q3 results and AMD's historical data on new segments, see here:
    http://bit.ly/1s3TIKj
    Looks like most analysts estimates were pretty close and AMD is getting a bit less then $100 for every console SoC.
    So assuming one of the new SoC wins is a Xbox One die shrink, either Microsoft plans to at least half sale numbers from 2016 onward or AMD intends to reduce the price by 50% or more. Otherwise "$1 billion over approximately three years" is just not possible. Don't know about you but I find both possibilities highly unlikely and I'd rather assume that the new SoC wins have nothing to do PS4 or Xbox One.
    Nov 5, 2014. 07:24 AM | Likes Like |Link to Comment
  • AMD's Nvidia Problem [View article]
    Glad you remebered the part about one of the SoCs being 64Bit ARM, hope you don't mind if I remind you about a few other things. Yes, second run is about lower cost and price but to the benefit of both sides. Rory Read is on record saying that gross margins for console SoCs will increase over time, this is going to be thanks to both, better yields and a die shrink later on. The amount sold won't be "way way less", consoles peak in 2nd and 3rd year, a lower price might negate some of it but there is now way the revenue is going drop down to "$1 billion over three years" even if it's only for Xbox One, the numbers just don't check out. A die shrink is going to happen for both, PS4 and Xbox One. It's all been planned, developed, tested and paid for even before the the concoles launched a year ago. All part of the service. The only thing Sony and MS is waiting for is the cost of 20nm to come down ,end of 2015, maybe.

    On a side note AMD just hit $2.88, time to short me thinks :), or get out and repurchase later, depending on where you are.
    Nov 3, 2014. 10:01 AM | 1 Like Like |Link to Comment
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