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Ashari

Ashari
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  • Ashari
    GlobalFoundries just announced 22nm FD-SOI. http://bit.ly/1O69i5c I wonder about $AMD's plans, apparently the cost is same as 28nm.
    Jul 13, 9:19 AM
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      • Ashari
        $AMD dGPU sales not much better then their disastrous CPU division. Q3 and Q4'14 market share says it all http://bit.ly/1DsWP45
        Apr 20, 8:16 AM
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          • Ashari
            $AMD stock drops in pre-market after Intel lowers Q1 revenue outlook by nearly $1 billion http://bit.ly/18DkOWb
            Mar 12, 9:21 AM
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              • Ashari
                BLX to make a strategic investment into $AMD. http://bit.ly/173qcSr This is far more likely than the tekeover rumour.
                Feb 9, 10:24 AM
                Reply (1)
                • mvaar: maybe they'll talk about that tomorrow.
                  Feb 9, 2:02 PM
                  • Ashari
                    iGPU performance of Intel's i7-5500U (14nm Broadwell-U) http://bit.ly/1xfGJvX $AMD's Carrizo will have to be a lot better then...
                    12/31/14
                    Reply (1)
                    • Ashari: Kaveri if AMD wants to continue boasting superior graphics performance after Intel's HD6000 iGPU with 48 EUs (vs HD5500 24 EUs) shows up
                      12/31/14
                      • Ashari
                        some more $AMD hype :) http://bit.ly/1xeRFLa looks like R9 390X will be on 20nm and have 3D Stacked HBM memory
                        11/11/14
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                          • Ashari
                            $AMD, leaked Carrizo benchmarks and specs, all nicely summed up on WCCFtech, http://bit.ly/1pcoqXb
                            11/3/14
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                              • Ashari
                                Maxwell reviews are out and it doesn't look good for $AMD's R9 series, no it doesn't look good at all http://bit.ly/ZtLwg2
                                9/19/14
                                Reply (4)
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                                • ah2012: Rumors: http://bit.ly/1u7pPz4 I also expect AMD price drops in the near future.
                                  9/19/14
                                • Sean Chandler: lol a water cooler just spells high tdp; i hope the performance is really good
                                  9/19/14
                                  • Ashari
                                    Intel Core M benchamarks. Fanless tablet cpu with i5-4300U performance. http://bit.ly/1wdNLla This is seriously worrying for $AMD
                                    9/11/14
                                    Reply (14)
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                                    • Ashari: will also happen in laptop space soon after. I do not see how AMD can expand more into mid-range and high-end...
                                      9/12/14
                                    • Ashari: especially if Intel's "U" and "H" series hits the market before Carrizo
                                      9/12/14
                                      • Ashari
                                        Xbox Ones to be sold in China from September, http://reut.rs/1nQFTAW $AMD
                                        7/28/14
                                        Reply (1)
                                        • Ashari: I wonder if this explaines AMD's +/-3% guidance for Q3
                                          7/28/14
                                          • Ashari
                                            some interesting thoughts on $AMD's Q2 ER courtesy of SemiWiki: http://bit.ly/WFeuIt
                                            7/24/14
                                            Reply (5)
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                                            • jibje2: At $2.1B of debt after 2015, it's not good. I don't see the management paying off debt after 2015.
                                              7/24/14
                                            • jibje2: AMD must improve profit from more win! It's the only way to increase value.
                                              7/24/14
                                              • Ashari
                                                $AMD, volume in pre-market is higher then in after hours, SP hovers just below $3.80, is this be the bottom or is it just wishful thinking
                                                7/18/14
                                                Reply (7)
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                                                • Market DJ: Agreed
                                                  7/18/14
                                                • Ashari: "Dead cat bounce", more like a dead cat twitch :)
                                                  7/18/14
                                                  • Ashari
                                                    $AMD wasn't there supposed to be stronge resistance at $4.65, am I missing something!?
                                                    7/15/14
                                                    Reply (4)
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                                                    • Justin Jaynes: lol
                                                      7/15/14
                                                    • Andreas Hopf: Resistance is futile. Retail investors are getting fleeced, as always. Good luck though!
                                                      7/15/14
                                                      • Ashari
                                                        $AMD's short interest is slightly up since mid June and stands now at 111,697,555 shares, a rise of 2.5%. http://on.barrons.com/1cAWmWL
                                                        7/11/14
                                                        Reply (3)
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                                                        • Michael06: New short positions were likely covered under $4 near the end of June. The way this stock reacted on Tuesday has me very bullish right now.
                                                          7/11/14
                                                        • Mathieu M J: more short position in open int. means more large amount of long position are placed
                                                          7/11/14
                                                          • Ashari
                                                            I'm wondering how $AMD's recent business units restructure (now CPU/GPU vs. semi-custom/embedded) will affect ER...
                                                            6/30/14
                                                            Reply (5)
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                                                            • Justin Jaynes: tech writers usually don't care about those kinds of details
                                                              6/30/14
                                                            • Ashari: thanks for the clarification Justin, that explaines why I couldn't find any info other then the official announcment
                                                              6/30/14
                                                              • Ashari
                                                                Jon Peddie's latest, $AMD's dGPU marketshare didn't budge an inch in Q1, remainng 35% vs Nvidia's 65%, http://bit.ly/1k4PLWz
                                                                5/21/14
                                                                Reply (8)
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                                                                • Sean Chandler: My bad I was referring to a different research by Peddie that included iGPU (yes intel was the leader)
                                                                  5/22/14
                                                                • Sean Chandler: I'm pretty sure this was because of AMD underestimating demand and not meeting supply. Even then though, still fairly surprising eh.
                                                                  5/22/14
                                                                  • Ashari
                                                                    I'm getting a headach trying to work out how $AMD R9 and Kaveri did in Q1 using Jon Peddies's latest report, http://bit.ly/1dRIWEF
                                                                    5/20/14
                                                                    Reply (8)
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                                                                    • Justin Jaynes: the issue with JPR is they track both AMD and Nvidia, and those companies report about 1 - 1.5 months apart from each other
                                                                      5/20/14
                                                                    • Justin Jaynes: so the data is about 2 months old by the time we see relevant info for AMD
                                                                      5/20/14
                                                                      • Ashari
                                                                        $AMD "Computing Solutions segment revenue decreased 8 percent sequentially and 12 percent year-over-year" http://bit.ly/1qQsys5
                                                                        4/17/14
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                                                                          • Ashari
                                                                            Project Denver "goes poof"... now I know Charlie is no fan of $NVDA, but it does make you wonder, http://bit.ly/1gpEfD2
                                                                            3/26/14
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                                                                              • Ashari
                                                                                no change to $AMD's short interest in the last two weeks http://bit.ly/W5zxvv
                                                                                3/26/14
                                                                                Reply (1)
                                                                                • Ashari: funny how the 6.1% fall in the privious two weeks coincided with the unusual $3.70 SP flatline and low volumes
                                                                                  3/26/14