Seeking Alpha


Send Message
View as an RSS Feed
View Momboos' Comments BY TICKER:
Latest  |  Highest rated
  • AMD: 4 Reasons Why Cash Is Much More Important Than Jim Keller's Departure [View article]
    In actual fact, oculus really did not mentioned AMD as their partner. Just mentioning amd as part of the spec requirement.
    Sep 25, 2015. 03:40 PM | 1 Like Like |Link to Comment
  • AMD chief CPU architect Keller leaves company [View news story]
    Ironically, R9 Fury was crowned the bank for bucks card.
    Sep 20, 2015. 12:34 PM | Likes Like |Link to Comment
  • AMD chief CPU architect Keller leaves company [View news story]
    This is overated.
    Sep 19, 2015. 02:29 AM | 2 Likes Like |Link to Comment
  • AMD Loses Discrete GPU Market Share, But It's Not That Important [View article]
    I'll be the skeptic then... My arguement will be coming from a financial standpoint. Ultimately this site focus on profiting from investment.

    1- DirectX12 helps Amd excel

    No doubt about that, it helps AMD excel and at the current moment its AMD's lead. But Nvidia however has the edge until the actually release of dx12 games to do their catching up. You're have to agree that their time-to-market is way better than AMD. e.g AMD is ahead due to their ACEs technology that is highly compatible with dx12, but the market took years before it catches up and during those period AMD bleeded.

    2- Fury line helps Amd take back market share

    3- Improved Gpu's across the board a
    on all levels of performance and price help Amd take back share

    I'm sure it does, but i would think its only marginal. A simple survey on newegg and numbers of user comment tells you how the market is swayed. To win back market share they will need to "wow" consumers. "Oh" is just not good enough. We'll see how this pent out. The vibes from consumers as you can sense from forums or from any articles seemed that AMD has gotten on the bad side of consumers and turning it won't be easy. They will have to keep up for years to come before the sentiment changes. But how long can they last financially? AMD needs to be real quick and precise on this.

    4- VR is another driver for Amd

    Agree on this one, the uptake is way better than nvidia's. However, same problem. How long for VR to gain significant traction to yield the benefits? AMD cannot hold out for too long.

    5- Freesync proves Amd right

    AMD wins, but does not directly translate to sale of GPU. I don't think any users out there will revolve their purchase around freesync.

    6- Carizzo will help take back share

    Seems like it has a little more presence in the market than its predecessor, however given the number of offerings comparing to Intel. Intel is like a 'trusted' brand name and it will take awhile for sentiment shift if Intel does badly. But for now, amd can only wait for ZEN

    7- New nodes for 16

    16mn, foresee it is mainly for GPU, and nvidia is also going through the die shrink. No much advantage on this area, unless AMD can prove their offerings are superior.

    8- Zen

    Not much can be said for this. Even with Jim Keller, there is still a possibility that it might flunk.

    9- Amd and Arm strategy coming

    Is there any demand for AMD's chip in that area?

    10- All major gaming systems using Amd

    This is what is keeping them alive for now. I do also understand that there are 3 other wins too. Does it help their revenue? I'm not sure.

    11- MS10 adoption rate great

    Yes, and again, how does she directly help the sale? More GPU?

    I hope i have shared enough for you to strike a balance.
    Aug 28, 2015. 04:37 PM | 1 Like Like |Link to Comment
  • AMD Loses Discrete GPU Market Share, But It's Not That Important [View article]
    @FV i own amd products too, but i think you are spamming way too much information here. Some matters while others doesn't make much of an impact.

    Lets be honest, and agree to disagree, the main argument here mainly revolves around a realist vs a idealist, and i definitely agrees that sometimes realist lacks the vision to see beyond current issues for a possible future. While idealist on the other hand fall flat before waking up.

    I hold amd shares, but its a small portion of my entire portfolio, because i too see possibility of a turnaround. Don't mind me, but you seem way too idealistic, without an acknowledgement of current situation at amd.
    Aug 28, 2015. 01:38 PM | 2 Likes Like |Link to Comment
  • AMD Loses Discrete GPU Market Share, But It's Not That Important [View article]
    While i am a radeon card user, nano pricing seems a little too steep and the targeted market is very niche. Interesting, but i'm not confident that it will sell that well. Whats your take?
    Aug 27, 2015. 11:17 PM | Likes Like |Link to Comment
  • Why The Decade Of Dominance For Cyclical Investments Is Just Beginning [View article]
    I cant believe it....
    Aug 31, 2012. 07:55 PM | 1 Like Like |Link to Comment
  • Bernanke Responds To Congressman's Tough QE Questions: Examining The Exchange [View article]
    Well said. Doing the same thing and hoping for a different result in itself in insanity.
    Aug 26, 2012. 04:53 AM | Likes Like |Link to Comment
  • Did somebody spot a real sell-off? After a rosy start to the day, stocks are at session lows a bit more than 30 minutes before the bell. DJIA -0.6%, Nasdaq -0.6%. Beleaguered VIX investors get a bounce, VXX +3.4%[View news story]
    I'm surprise how petty the comments are. My intention was to read comments for perspective but it turns out to be kids trying to show off how great they are.
    Aug 22, 2012. 03:42 AM | Likes Like |Link to Comment
  • The recent drop in the VIX to below 15 is about the 5th time at that level in the last 2 years, notes MarketTech, and the other instances have indeed coincided with market tops. The pullback in the S&P 500 on the other 4 occasions tended to last for about 2 months and range from 6-19%. [View news story]
    Dude, early 2003 was a market bottom...
    Aug 20, 2012. 02:37 PM | Likes Like |Link to Comment
  • Under Armour's EU Exposure Just Right [View article]
    Well, late as i am. Wouldn't people see the current the little sample size that is presented here in the comments column as a form of divergence for UA stock? Even the chart suggest so. So its either sideways or correction for now, and ready for next move up if earnings and economic condition permit so.
    Aug 13, 2012. 08:25 PM | Likes Like |Link to Comment
  • A Chink In Under Armour's Armor [View article]
    finally someone on the other end of the spectrum. its a reality check for us longs, and im hedging UA heavily. smell like trouble when everyone here is cheering.
    Aug 7, 2012. 07:45 PM | Likes Like |Link to Comment
  • 3 Reasons The Market Will Likely Struggle To Move Higher This Year [View article]
    The overall picture i can see here as a trader is divergence. With bulls and bears fighting to be "right". But i would say one thing, corporate america always holds the gov by their balls, be it which ever tom dick or harry takes office. whatever policy changes that is implemented it is what they wanted and the direction they want it to go.

    There's nothing wrong analyzing the market, but when you over analyze and it turns against u, you will end up in denial and kept asking "why" to never know the answer. I suggest going where the wind takes you.
    Aug 6, 2012. 06:21 AM | Likes Like |Link to Comment
  • The Bearish Case For Lululemon: Insiders Selling Hand Over Fist [View article]
    Even if i'm short LULU, i agree to the rest of ppl that commented. Your article is just too shallow basing only on insiders.
    Aug 2, 2012. 04:49 PM | Likes Like |Link to Comment
  • Abercrombie & Fitch Co. Is Seeing Increased Weakness In A Weak Economy [View article]
    No matter how you look at it, the revised down guidance is still too high in my own opinion, the possibility of further downward revision is high and im expecting another dollar reduction.
    Aug 1, 2012. 06:02 PM | Likes Like |Link to Comment