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  • Netflix: 3 Reasons Why It's Extremely Overvalued  [View article]
    In order to penetrate market, netflix is offering 6-12 months free in my country through a local telco. If that is the strategy, its a big no no. Educate me if i'm wrong, why bother with paying monthly for movies? Simply download and watch, internet speed is so much faster now that downloading a 3gb file will only take about 10 mins. Just my 2 cent.
    Feb 4, 2016. 09:56 AM | Likes Like |Link to Comment
  • Netflix: Don't Be The Last To Sell  [View article]
    I'm not here to take any side whatsoever and share some facts. Since Netflix's global outreach, here in SG they hooked up with local telcos and offered Netflix in their integrated service for free for 12 months of subscriptions. They will likely pay more than profit for the next few years.
    Jan 31, 2016. 12:52 AM | 1 Like Like |Link to Comment
  • Netflix: Don't Be The Last To Sell  [View article]
    Market is up by 2.5% and NFLX is down 2.8%.
    Jan 29, 2016. 04:03 PM | Likes Like |Link to Comment
  • Netflix: Don't Be The Last To Sell  [View article]
    As a trader, i see a shorter term head & shoulder pattern coupled with a longer term double top and has broke out of their respective support at 97 and 105. Selling pressure should bring it to the 70 price range. Sell volume is waning however, but i don't see anyone trying to push it higher.
    Jan 27, 2016. 02:25 PM | Likes Like |Link to Comment
  • Netflix: Don't Be The Last To Sell  [View article]
    Judging from the replies, the retail investors are bullish eh. Who else is gonna buy the share higher?
    Jan 25, 2016. 02:37 PM | 1 Like Like |Link to Comment
  • Intel's Entry-Level Apollo Lake Processors Can Spoil AMD's 14nm Debut In 2016  [View article]
    I'm a share holder, however, i do not like parabolic trend.

    Anyway most people here are way too lopsided, either you are too bearish or overly bullish. Can't see negatives being a bull or positives being a bear.
    Dec 24, 2015. 03:26 AM | Likes Like |Link to Comment
  • How AMD Inside Apple Can Beat Intel Inside  [View article]
    As stated many times, idealist vs realist; omitting all fanboys behavior. They can never see eye to eye.

    Idealist in me:
    If Zen proves to be competitive, there is a chance to sweep almost all gamers to AMD side, and that is Multi-GPU. Imagine being able to pair either Nvidia or AMD dGPU along with APU to increase performance?

    Realist in me:
    The JV deal might not be enough to last till Q416. Debt interest? Cash level? Revolving credit? Glofo wafer agreement? All this are a hindrance of the light at the end of the tunnel.
    Oct 20, 2015. 10:46 AM | Likes Like |Link to Comment
  • 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