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  • Perspectives On Friday's Sell Off [View article]
    My gut tells me this quarter will be down or flat, but more on the down side for the market. Earnings have been 'meh' so far, the December report wasn't real good, China is having issues, and most of all, the market had a huge run last year. A 10% or possibly 15% drop wouldn't suprise me.
    Jan 26 02:37 PM | 1 Like Like |Link to Comment
  • AMD's Kaveri Looks Like A Dud [View article]
    While you don't care what chip is inside, the companies who build the computers and then sell them to you do care. There is almost always a reason to pick one chip over another - you've just simply paid someone else to do it for you over the years. So, while you are not an enthusiast or DIYer, how many AMD chips OEMs choose directly effects you as an investor. And the reasons they choose certain chips directly correlates with price and performance - the two things all of these 'chipheads' are arguing about.
    Jan 5 04:41 PM | 11 Likes Like |Link to Comment
  • AMD's Kaveri Looks Like A Dud [View article]
    Maybe you could have waited until the end of this week, after all of the official announcements, and possible benchmarks, Mantle/HSA showcases? Seems kind of premature to be judging a chip that has no official benchmarks for its onboard standard cpu/gpu, let alone Mantle and HSA integration.

    Such a large part of Kaveri is its capability to utilize Mantle and HSA. There hasn't been benchmarks of these, so who are you to say they will be insignificant? Especially with Mantle in the graphics end? I think you jumped the gun on this one. Not saying you are wrong, because nobody really knows until official benchmarks come out for all features.
    Jan 5 03:43 PM | 39 Likes Like |Link to Comment
  • Will AMD's Game Console Business Save The Day? [View article]
    Understandable to do thorough research on individual topics, but it to me seems kind of silly to be talking about price targets and valuation based on one source of revenue - along with making statements like "AMD remains a trading stock, not an investment." without taking into account other possible future revenues for AMD. I'd be interesting in seeing your valuation prospects with increased GPU market share, Seamicro, and other revenue sources in mind.
    Dec 23 02:32 PM | 6 Likes Like |Link to Comment
  • AMD: A Dose Of Reality [View article]
    Also - 1 more thing - just because the i3 beats the FX8350 at frame rates, for $50 less, does not mean that it is the better value - given that for the extra $50 in the AMD, you get 40+ fps (higher on some games) and magnitudes greater processing power.

    You are cherry picking functionality and price/performance. How would an FX8350 + R280 compare to a $600 six core Intel chip? Do you not now get the best of both worlds - processing power and graphics for roughly the same value?

    Just something to chew on.....
    Dec 19 05:22 PM | 7 Likes Like |Link to Comment
  • AMD: A Dose Of Reality [View article]
    "For people who "need" more cores, time usually equals money. In this case, these people will go and buy a $600 six core Intel chip (which can, without any doubt, wildly outperform any AMD desktop chip today) and they will get that extra $400 back in terms of productivity fairly quickly"

    Numbers please... even if it were true, I'm not going to just take your word for it.
    Dec 19 05:13 PM | 5 Likes Like |Link to Comment
  • AMD: A Dose Of Reality [View article]
    Except the 8350 isn't marketed as a standalone gaming option - it's marketed for those who need serious CPU power, *which when combined with a GPU* (like the box says) gets you into a very powerful gaming rig.

    You are comparing two totally different products with two totally different functions. Maybe you should wait until Kaveri comes out (with Mantle support) to do a true comparison. Or at least, an APU comparison. Or, a comparison between two CPUs in the same price range.
    Dec 19 05:10 PM | 5 Likes Like |Link to Comment
  • Advanced Micro Devices Is A Speculative 'Buy' [View article]
    Isn't every stock technically a 'speculative' play? Isn't that what investing is about? Speculating?
    Dec 10 10:55 AM | 7 Likes Like |Link to Comment
  • Advanced Micro Devices: Caveat Emptor [View article]
    Consoles will be end up being a testament to AMD's abilities to ramp up semi-custom SOC - so in that sense, while margins are low, they will bring more interest - and thus needs to be looked at as an investment in 'proving grounds.'

    AMD is going to be 2014 story as more semi-custom projects are announced and Sea Micro gains new clients. Also, AMD is banking on HSA/Mantle/GCN architecture in their upcoming APUs for 2014, not to mention their ARM server chip.

    The stock price is going to be picked up slammed, picked up slammed, volatile, all over the place probably until some strong guidance comes through. Right now its a traders stock, unless you can stomach the next 3-5 months of volatility.
    Oct 31 04:40 PM | 2 Likes Like |Link to Comment
  • Angie's List - A Deferred Revenue Train Wreck [View article]
    I've always had a negative feeling about Angie's List since I first started seeing the commercials. It sort of just seemed lame. Of course, that's not very helpful in stock analysis.
    Oct 24 02:41 PM | Likes Like |Link to Comment
  • Intel: My Thoughts On Its Earnings [View article]
    I think it's too early to call a bottom on PC sales - we will need a couple of confirmation quarters.
    Oct 16 01:48 PM | 2 Likes Like |Link to Comment
  • Microsoft And The Complicated Gaming War That Is Unfolding [View article]

    But my point is that the upgrade to smart phone OS' - whether it'd be iOS or android - were such a major upgrade in terms of interfacing, GUI, gaming, texting, storage, and so on, that the benefits were so beyond previous phones that people were more than willing to close the learning gap - once benefits were realized. Steam OS has not shown to be any more beneficial from a utility standpoint, except from cost (free). And for those that find it more beneficial, it is either a rebellion against current status quo - or for those who are more interested in technical matters - rather than your average consumer just looking to have fun playing video games. My 2 cents...
    Oct 6 05:44 AM | Likes Like |Link to Comment
  • Microsoft And The Complicated Gaming War That Is Unfolding [View article]
    Sure, there will be people in that pool who utilize the new OS (at the very least out of curiosity). But are average gaming consumers going to dual boot their computers with it? When I say average gaming consumers, I mean those who generally buy PS/Xboxes and maybe have a couple games on their computer the sometimes play (minecraft, lol, etc). Maybe I'm ignorant of certain facts and have to see the OS myself, in the end, to make the judgement.

    But my point is not that the OS will not be 'good' or competitive in the near future, but that consumers (minus hardcore gamers or those with decent computer knowledge) will be skeptical. I'm always rooting for open software and wish the best of luck to valve.
    Sep 30 06:11 PM | Likes Like |Link to Comment
  • Microsoft And The Complicated Gaming War That Is Unfolding [View article]
    When cellphones moved to smartphones, the benefits of smartphones were so beyond previous phones that the learning gap was much more determined to be overcome by consumers. I don't see that same type level of benefit from Steam OS - so, I'm not sure I agree with your analogy.
    Sep 30 06:11 PM | Likes Like |Link to Comment
  • Microsoft And The Complicated Gaming War That Is Unfolding [View article]
    Maybe I'm not giving credit to the general gaming market, but I think the whole Steam OS concept will end up being too complicated for the average gamer. Sure, there will likely be a niche market for it - like there is for Linux already. But being some kind of industry changer? My gut says no (but who knows?)
    Sep 30 09:09 AM | 1 Like Like |Link to Comment