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  • Intel: Dreadful Mobile Group Losses Is Not Permanent [View article]
    Let's assume INTC convinces enough white box tablet makers to use those $5 chips because they are cheaper than $7 Allwinner chips.

    When can INTC start charging $50 for tablet chips(in meaningful volume that is)? The moment INTC starts raising prices say above $20, the cheapo tablet makers will start looking for alternatives. That is the whole problem for INTC that the high margins are just not there in tablet world.
    Apr 17 03:46 AM | 3 Likes Like |Link to Comment
  • Advanced Micro Devices' Radeon R9 295X2 Is Beastly Good For Gamers And Litecoin Miners [View article]
    I should mention that this card is not going to be attractive to pure miners, as they usually put their cards in open racks, for $300 saved by buying 2x 290x vs 1 295x2 you can afford to buy an extra motherboard, box fans etc etc.

    For those with mixed gaming/mining use, this is a nice card.

    Also, for about a month 2MH/s on scrypt coins would net you about 0.01BTC a day (in a good multipool) that is 0.3BTC a month, so thats what about $150 at the current prices? Not even close to $1000 a month even discounting electricity costs.

    In the last few days the rate has dipped below 0.005BTC per MH a day, so mining is not going to be too profitable on these monsters.

    Still, 295x2 is a step in the right direction for AMD, they are not playing catchup to Nvidia (as with say 6990) but making them respond.
    Apr 9 10:46 AM | 1 Like Like |Link to Comment
  • Very Strong Demand For Mac Pro Makes AMD A Buy [View article]
    Another analogy, a few years back there was an anomaly for a few months when the cheapest way to buy a 27 inch high quality IPS monitor was to buy a $2k 27 inch iMac.

    This did not mean that out of each $2k iMac Apple was paying $1500 to panel manufacturers!

    It was just that 27 inch IPS panels were considered niche products at the time only useful to professionals who could pay the high prices and Dell et al were pricing them accordingly unlike Apple who is famous for their buying commitment and the bargains that they drive.

    Now you can pick up nice Korean IPS panel (supposedly Apple rejected) for a few hundred bucks.
    Apr 7 09:43 AM | 1 Like Like |Link to Comment
  • Very Strong Demand For Mac Pro Makes AMD A Buy [View article]
    The site you base your analysis is oriented toward 3D, CAD and other professionals used to the high priced PRO graphic cards. And the CAD guys are certainly right that those D series cards are comparable to the professional Firepro cards carrying the high price tags.

    That does not mean that Apple is paying those high prices!

    Here's a view from the other side from the frugal side:
    There is a 10x multiplier on prices going from consumer to pro version but the marginal cost is small(changing memory to ECC adds a bit).

    The high prices for these cash cows(for both Nvidia and AMD) have been generally justified by the small and specific size of the market.

    However, Apple pretty much guaranteeing a specific volume in the millions, is different from a few thousand high end graphics sold in the retail market(through NewEgg, etc).

    Component buyers for Apple would be extremely stupid if they settled for paying 70% of the retail price when they should know that the true cost is about 10-15%.

    Again, I would be shocked(pleasantly shocked as an AMD stockholder) if Apple is paying $2k to AMD for each 4k Mac Pro sold but I suspect it is Apple that is keeping the premium not AMD.

    I believe that number is closer to $1k if not less. If Apple played hardball as did Sony and Microsoft (different volume true) then that number could be even less than $500, but I sure hope AMD was not that desperate.

    I would imagine this information on D300,D500,D700 margins could be asked by an analyst at the next quarterly.

    EDIT: I have 25 years experience as a hardware enthusiast and have masters in CS for what that is worth.
    Apr 7 09:32 AM | 1 Like Like |Link to Comment
  • Very Strong Demand For Mac Pro Makes AMD A Buy [View article]
    There is no way that AMD gets $2000 for a pair of D500 and similarly it gets much less for D300 and D700 unless folks at Apple component purchasing are complete morons.

    Let's take D500, it the same GPU as W8000, which so happens to be the same GPU die as R280(ex 7950) consumer version. The consumer versions have some pro features crippled and the clock speeds might differ a little as can the amount and type of memory.

    However, the marginal cost of making a consumer R280 into pro D500 is very small for AMD. R280 is a mid top consumer card and only costs $299 at retail even with the crypto mining craze.
    EDIT: Actually retail is $279

    Thus the biggest cost - GPU (made by TSMC for AMD) is the same for all three cards - D500, W8000 and R280.

    By all reports AMD was very aggressive in trying to get Apple business, so I do not see them getting more than $500 per D500. This still leaves them a healthy profit margin.

    Remember the pro cards carry extremely large margins for Nvidia and AMD as they are essentially rebranded consumer cards with some minor features tweaked.

    I am sure Apple and AMD negotiated on those margins.

    Disclaimer: I am long AMD but realistic
    Apr 7 05:24 AM | 10 Likes Like |Link to Comment
  • Short Google, Because Arrogant Behavior Has Its Limits [View article]
    Much needed voice of reason in this insanity.

    Again, this is not a problem, while Larry and Sergey make the right decisions. I actually think they will do okay for next 5-10 years with an occasional blunder.

    However, you as a shareholder will have no say, when (not if) they make some really foolish choices.

    Maybe they decide to build a new Googleplex(see new Apple Campus for inspiration) for 50Billion, maybe they decide to pursue underwater basketweaving on a massive scale and buy up all basketweaving startups on Kickstarter for 30Billion. You as a shareholder will have NO say.

    If you buy shares of GOOG your chances of dividends while Sergey and Larryare basically 0%. Where is the accountability here?

    If you own 20% of company you should be getting 20% of voting power, not 57%. If you want 57% voting power, go make arrangements for LBO.

    Apr 7 04:45 AM | Likes Like |Link to Comment
  • GLU Mobile Will Beat Guidance Based On App Store Data [View article]
    I am intrigued by GLUU, it seems to have a long track record which is rare for a mobile games company.

    However, what is the play here, is it a growth company, is it a play on acquisition? Will it actually start making money and become a value play?

    I am asking because the financials for GLUU seem rather bad. That is the company does not make enough from the games to cover developer salaries and administrative and selling costs. They have enough cash, but I do not see anything exciting happening.

    If your best game(and franchise) is Deer Hunter 2014 that seems almost laughable.

    The games it makes are not the big time hits (and that is fine) so I do not see the big growth potential here (unless they hit one out of the park ala Rovio did with AB)
    Apr 3 05:57 AM | Likes Like |Link to Comment
  • The Stock Market Is Rigged! The Stock Market Is Not Rigged! [View article]
    The stock market is absolutely rigged and as the author's friend points out in the linked article has been rigged for last 250 years. It is pay to play and often times you pay to different parties.

    You just have to be aware of it and factor it in your investment decisions.

    I despise HFT and what it stands for especially the brain drain, but for most small orders the HFT rent seeking is small potatoes, it should not really affect you, unless you try to day trade.
    Apr 2 07:58 AM | 16 Likes Like |Link to Comment
  • What Seeking Alpha Is Doing To Prevent Paid Stock Promotion [View article]
    Please tell me you are trolling.
    No one should be buying stock just on the basis of articles on SA without any further Due Diligence.

    SA should be just one part of your stock picking toolset.
    Mar 28 06:44 AM | 17 Likes Like |Link to Comment
  • What Seeking Alpha Is Doing To Prevent Paid Stock Promotion [View article]
    While in a perfect world it would be nice to see every article on SA be perfectly balanced with all the cons and pros, it should be also considered that there will always be some con or pro just you can not cover for simply lack of space.

    I would rather see strongly biased pro and con articles from longs and shorts with obvious biases than some middle of road wishy-washy article which for the lack of space does not cover anything in detail.
    Mar 28 06:42 AM | 5 Likes Like |Link to Comment
  • A Lot Has To Go Right For Facebook To Break Even On Oculus Rift [View article]
    Actually, buying Oculus generated massive amounts of negative goodwill among gamers, many actually cancelling preorders of 2nd gen units. I would say the ratio of comments in gaming forums is about 1:99 negative, with very few defenders of this purchase. NO ONE among potential customers is excited about this purchase, the best defense you can find is that FB will leave Oculus alone to do its thing with more resources.

    Gamers are a passionate lot, and this FB purchase has alienated a lot of early adopters (consider that some actually would have been willing to see Oculus bought by MSFT instead).

    So FB has to go mass market with this earlier than they thought, the goodwill that Oculus had accumulated in last 2 years just went up in the smoke.

    It should be noted, that if Oculus comes out with a polished consumer product that doesn't give one headaches and remains some resemblance of openess(does not require FB account) it can still win in the marketplace. Those gamers who cancelled will come back then.
    Mar 27 11:10 AM | 1 Like Like |Link to Comment
  • Underfollowed SaaS Provider GlobalScape Has Substantial Upside In Years Ahead [View article]
    Great article and idea. The company does seem undervalued, probably not considered sexy enough. One thing is clear CuteFTP does not really generate much in actual sales (it is a good product though).

    Just curious, when was this article posted to Pro subscribers?

    Quite a run up on $GSB in the last few days. With such a small cap and no immediate catalysts, would only be tempting to buy on dips.
    Mar 21 08:31 AM | 2 Likes Like |Link to Comment
  • AMD Looks Finished [View article]
    Honestly, I expected better from you Ashraf.

    You took some Glassdoor reviews of which some are obviously dated ("16 quarters of losses") and made some quick conclusions for some quick hits.

    I bought AMD because, I believe the upside is much larger than the downside. Obviously it is not a pure value play but buying AMD is buying a share in an ongoing enterprise. It is speculation, but informed speculation.
    The worst case scenario would be Mubadala cash injection with appropriate stock dilution. Reasonable scenario is return to $7-8 level, when AMD can show that it can make money in the new enviroment on a consistent basis. Best case scenario would be if AMD makes inroads vs Intel. Not expecting that but it is there.

    I have not bought Intel, because I believe the upside is rather miniscule while the downside is relatively small. Call it "dead money" or "dividend play" but buying Intel is for someone else.
    Mar 20 09:07 AM | 6 Likes Like |Link to Comment
  • Can AMD Come Out Of Its Slump In The Long Run? [View article]
    I am starting to think you are a very basic bot, programmed to post in any AMD related thread.

    Please, post constructive critique of author, or of AMD, but do not rehash something which is not related to issues at hand.

    I for one would love to see a reference to this $1.00 JP Morgan target. When was that given?

    Also, when did AMD test $1.00?

    LONG AMD from when it dropped to $2.
    Mar 17 07:56 AM | 8 Likes Like |Link to Comment
  • Intel: 14 Nanometer Production Looks Like A Go [View article]
    Nice find on Zauba!

    What is the "with encryption" bit after Broadwell on the description? Does that relate to some customs requirement?

    EDIT: just notice some have "w/o encryption", what would be the difference?
    Mar 17 07:36 AM | Likes Like |Link to Comment