Advanced Micro Devices: This Is Just Fun [View article]
I am in the same boat as Ashraf and Demaray, as I was anticipating a run up before Q3 but not this early.
I figured XBox news were already factored in, just like PS4 (both were pretty much known a year ago with 90%+ certainty, if you read about the makeup of dev kits).
All the other positive news AMD branded 3rd party computer parts, HSA, smaller design wins, etc, are all par on course for a normally functioning technology company not something that should move the markets.
At $2.06 basis, I find it hard to complain, but now I am faced with deciding whether to enjoy the run or to bail out early.
I am still thinking there is something else at play, some factor X.
Nvidia After The Earnings: The Good, The Bad And The Not So Ugly [View article]
The ugly will be if Tegra 4 fails to achieve meaningful design wins.
Certain websites (a certain SA which is not this SA in particular ) love to mock Nvidia's Tegra 3(which scored a big win with Nexus 7). They also point out that Tegra 4 is kind of late on the market and doesn't have any real wins yet (new nexus 7 will be Qualcomm).
Nocturnian rightly suspects the figures. We do not know how many developers sign up for a pro plan, but seeing that there are only three pricing options, free one - which seems enough for starting the pro $200 version and call to find out super expensive enterprise version, my guess is that most developers are on the free plan.
If you are a developer you are not going to be paying $200 a month until you actually start making money from your app.
I am not familiar enough with FB ecosystem, but I suspect the number of successful apps on it paying for Parse services is not that large. If they have 1% paying for the Pro plan that would be huge already.
Remember guys, on most ecosystems most apps do not make "meaningful" money (Android, FB, even Apple Appstore, let's not even mention Surface).
Those struggling to make gold will not be paying $200 for a shovel if they can get by with a free or cheap one.
My wild guess is that Parse is hoping or is already cashing in on those apps whose owners are willing for the apps to be money losers. Those are ones developed by deep pocket startups (for their sake I would hope there are not too many of them doing FB apps) and enterprises hoping to reach out on FB.
Why Analysts Are So Wrong When Evaluating High-Growth Stocks [View article]
I believe those are quarter numbers.
I did a quick search and this article from zdnet popped out: http://zd.net/13erkwg If after the plunge it is 76 million a quarter in 2013 , then 85 mill in one quarter of 2011 seems reasonable.
Ashraf, I hope that was tongue in cheek. Intel is seriously dragging its heels on its E line. Peformance geeks will be stuck with Sandy Bridge E for another 6 months at least.
That is just pathetic disregard of perfomance segment.
It seems Intel is so intent to focus on the low power tablet/phone space that the high end is completely left unattended.
Of course, one can always blame AMD for not being competitive in the high end anymore. :)
AMD makes the long-expected sale/lease-back of its Austin campus official. AMD, which is entering into a 12-year lease for the facility, expects to receive proceeds of $164M, and record a charge of $50M related to the difference between the sale price and the property's carrying value. (PR) [View news story]
Good job AMD. Painful but necessary.
Is there anything else left for AMD to sale/lease-back?
Nvidia And AMD Deal With A Disturbing Trend [View article]
x86 industry needs to move to larger/more dense screens ASAP both for desktops and laptops(cue Linus Torvalds rant a half a year ago)
Higher resolutions would push demand for more GPUs.
There was a INTEL roadmap from Q1 2012 that showed introduction of some higher resolutions this year up to 4k, but so far there have not been any signs of anyone following that roadmap. http://bit.ly/WqIeSp
I pray I can get normal workstatation class higher resolution laptop this summer along with Haswell introduction.
HP, Asus, Dell, Acer(they had a hi-res prototype at CES), Lenovo, please, do not make me buy MacBook Retina or even worse a Chromebook Pixel.
Ashraf, quality thought provoking article, as always!
Two questions : Why isn't market reacting to this and advancing ALTR and punishing XLNX?
I haven't followed FPGA space for a while(did my bachelors on a XLNX board, but have nothing against ALTR), so curious if the rumors of this INTC and ALTR deal had been known earlier.
Second question: With whom else could INTC conceivably partner up in this high-end, high margin space?
If all the ARM guys are out, not to mention AMD(that would be a funny one), and for FPGAs we now have ALTR, that leaves what, some very demanding ASIC customers? CSCO for one, but who else?
5 Things To Watch For During Sony's Playstation 4 Press Conference [View article]
If I had to make a wild guess, I would expect for AMD to dip slightly after it is confirmed that they are indeed the manufacturer.
Those who pay attention have known for some months that AMD will be the supplier and by itself the deal will not add much FCF, but just some marketing and mindshare opportunities.
Someone should do an article on what the embedded deals (Sony,Xbox and Wii) mean to AMDs relationship with GF. Do these deals help cover the wafer purchase agreements with GF?
Nvidia After The Earnings: The Good, The Bad And The Not So Ugly [View article]
Advanced Micro Devices: This Is Just Fun [View article]
I figured XBox news were already factored in, just like PS4 (both were pretty much known a year ago with 90%+ certainty, if you read about the makeup of dev kits).
All the other positive news AMD branded 3rd party computer parts, HSA, smaller design wins, etc, are all par on course for a normally functioning technology company not something that should move the markets.
At $2.06 basis, I find it hard to complain, but now I am faced with deciding whether to enjoy the run or to bail out early.
I am still thinking there is something else at play, some factor X.
Nvidia After The Earnings: The Good, The Bad And The Not So Ugly [View article]
Certain websites (a certain SA which is not this SA in particular ) love to mock Nvidia's Tegra 3(which scored a big win with Nexus 7). They also point out that Tegra 4 is kind of late on the market and doesn't have any real wins yet (new nexus 7 will be Qualcomm).
Facebook Acquires Cloud-Based Platform Parse [View article]
We do not know how many developers sign up for a pro plan, but seeing that there are only three pricing options, free one - which seems enough for starting the pro $200 version and call to find out super expensive enterprise version, my guess is that most developers are on the free plan.
If you are a developer you are not going to be paying $200 a month until you actually start making money from your app.
I am not familiar enough with FB ecosystem, but I suspect the number of successful apps on it paying for Parse services is not that large. If they have 1% paying for the Pro plan that would be huge already.
Remember guys, on most ecosystems most apps do not make "meaningful" money (Android, FB, even Apple Appstore, let's not even mention Surface).
Those struggling to make gold will not be paying $200 for a shovel if they can get by with a free or cheap one.
My wild guess is that Parse is hoping or is already cashing in on those apps whose owners are willing for the apps to be money losers. Those are ones developed by deep pocket startups (for their sake I would hope there are not too many of them doing FB apps) and enterprises hoping to reach out on FB.
Disclosure: I am a developer although not on FB.
Why Analysts Are So Wrong When Evaluating High-Growth Stocks [View article]
I did a quick search and this article from zdnet popped out: http://zd.net/13erkwg
If after the plunge it is 76 million a quarter in 2013 , then 85 mill in one quarter of 2011 seems reasonable.
AMD Announces Commencement of Exchange Offer for Its 7.50% Senior Notes Due 2022 for Registered Notes [View article]
Both public and private notes have the same interest (7.5% is pretty high)and expiration but the public ones have some additional rights.
Perhaps, someone who knows, can explain what those additional rights are?
AMD Reports 2013 First Quarter Results [View article]
Micron To Benefit From Memory Shortages, Part III [View article]
Sure, the shortages might have been one of the reasons for the spikes but most likely not the sole reason.
Lackluster Haswell Muddies Intel's Future [View article]
Intel is seriously dragging its heels on its E line. Peformance geeks will be stuck with Sandy Bridge E for another 6 months at least.
That is just pathetic disregard of perfomance segment.
It seems Intel is so intent to focus on the low power tablet/phone space that the high end is completely left unattended.
Of course, one can always blame AMD for not being competitive in the high end anymore. :)
AMD makes the long-expected sale/lease-back of its Austin campus official. AMD, which is entering into a 12-year lease for the facility, expects to receive proceeds of $164M, and record a charge of $50M related to the difference between the sale price and the property's carrying value. (PR) [View news story]
Is there anything else left for AMD to sale/lease-back?
Michael Dell's Buyout Drama: Possibly Scripted [View article]
Advanced Micro Devices' Latest Servers: Powered By Intel [View article]
Thus the chocolate brownie cake that AMD is making, has Intel chips as one of the ingredients.
There should be room for the baker to make the profit too.
Nvidia And AMD Deal With A Disturbing Trend [View article]
Higher resolutions would push demand for more GPUs.
There was a INTEL roadmap from Q1 2012 that showed introduction of some higher resolutions this year up to 4k, but so far there have not been any signs of anyone following that roadmap.
http://bit.ly/WqIeSp
I pray I can get normal workstatation class higher resolution laptop this summer along with Haswell introduction.
HP, Asus, Dell, Acer(they had a hi-res prototype at CES), Lenovo, please, do not make me buy MacBook Retina or even worse a Chromebook Pixel.
Intel's Altera Win Is A Big Deal [View article]
Two questions : Why isn't market reacting to this and advancing ALTR and punishing XLNX?
I haven't followed FPGA space for a while(did my bachelors on a XLNX board, but have nothing against ALTR), so curious if the rumors of this INTC and ALTR deal had been known earlier.
Second question: With whom else could INTC conceivably partner up in this high-end, high margin space?
If all the ARM guys are out, not to mention AMD(that would be a funny one), and for FPGAs we now have ALTR, that leaves what, some very demanding ASIC customers? CSCO for one, but who else?
5 Things To Watch For During Sony's Playstation 4 Press Conference [View article]
Those who pay attention have known for some months that AMD will be the supplier and by itself the deal will not add much FCF, but just some marketing and mindshare opportunities.
Someone should do an article on what the embedded deals (Sony,Xbox and Wii) mean to AMDs relationship with GF. Do these deals help cover the wafer purchase agreements with GF?
Disclaimer: Long AMD