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ashtarir

ashtarir
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  • Advanced Micro Devices Launches A Price War On Intel [View article]
    I have to agree with tdoung11 for the most part. This isn't oil we are talking about this is semiconductors. When AMD designs these chips the price is based on maximising yield and a meeting a target for quarterly sales.
    The only way demand would change the price is if they developed a product that blew the market away but can't ramp up production to meet demand (in this case the profits would most likely be made by distributers and not AMD). Or AMDs chip is a flop and they need to reduce the price to increase demand, maintian production volumes and reduce inventory. If either one of these were to occur it would be safe to say that the company failed to design and market their product properly.
    Its fair to say your typical supply and demand curves don't apply as much in the semiconductor industry. In fact you may see most semiconductors priced to make little to no profit on initial sales with the expectation of more profits to come as production ramps up, yeild improves and demand increases. But again this should all preplanned.
    Jan 6 12:20 PM | 2 Likes Like |Link to Comment
  • Advanced Micro Devices Launches A Price War On Intel [View article]
    I think AMD is doing a great job. They now own the game console market with the release of the PS4 and Xbox one which both run on AMD hardware. Their presence in the console market may help them significantly in the tablet, PC and notebook markets with respect to gaming and graphics performance. My assumption is that multiplatform game developers who also provide console games will optimise their software to run on AMD hardware. With this in mind I think AMD is in the process of building itself a nitch in the gaming market. I'm not so concerned about CPU performance because I don't see a lot demand for powerful CPUs as the PC continues to evolve. In my opinion consumers will soon rely on cloud computers to do most of their processing and their tablet/notebook will simply be a terminal to this processing power. The average consumer probably doesn't even use over 50% of their CPUs capabilities during the life of their device. AMDs focus on GPU vice CPU power is a good play and I don't think we should evaluate the value of AMD just on performance vs price comparason to Intel chipsets. I think we're seeing the start of a turnaround in AMD and a leap in the right direction.
    Jan 6 10:38 AM | 8 Likes Like |Link to Comment
  • Is Apple's 64-Bit A7 Processor A 'Gimmick'? No, But It's Not The Next 'Big Thing' Either [View article]
    Seriously the A7 news is something developers should be more excited about then the end user.
    Oct 28 12:17 PM | 2 Likes Like |Link to Comment
  • Is Apple's 64-Bit A7 Processor A 'Gimmick'? No, But It's Not The Next 'Big Thing' Either [View article]
    The statement apple statement is that they have produced a 64 bit processor that not only provides significant processing performance but also maintians the same battery life as previous iphone generations. The focus in CPU design these days in is trending not so much just towards performance but more specifically less power consumption. Apple has a huge advantage with developers and the A7 processor. By using the same processor in every product line up and because there are only apple devices using ios developers will have a much eaisier time developing software for the ios verses its competition. Not to mention apple users may even see better performance compared to other platforms. Additionally, I'm very happy with my apple products due to their reliability, quality, and most importantly their customer support. This is what still differentiates apple products from its competition. I have yet to find any device/manufacturer (mechanical or electrical) outside of some german products that share simillar characteristics.
    Oct 28 12:15 PM | 1 Like Like |Link to Comment
  • 5 Key Reasons Advanced Micro Devices Is Still A Buy [View article]
    I would much rather invest in SNE over AMD. SNE will regain its thrown in electronics after the release of the PS4. Not because of the console but the services it will offer through its console. Owning a entertainment production studio will play in its favor turning their console into an all in one entertainment center which will interface with smartphones and tablets. Their streaming services will focus on higher quality sound and video which will blow apple and everyone else away. I also believe that Sony plans to start charghing for Playstation Network access which will dramatically increase their reveneue with each console sale. Investing in AMD is too risky. They have been outguned by intel over and over again. Intel Archetecture has always blown away AMD and I don't think that AMD can dominate when they are already running on fumes. With the PC processor market declining and a slow entrance into the moble industry the best thing you might see happen is a buyout or merger.
    Apr 29 01:31 PM | Likes Like |Link to Comment
  • Apple (AAPL) apparently goes after enterprise users, announcing the release of the 128GB version of the 4th generation iPad with Retina display (available Feb. 5 for $799). Whither the MacBook Pro? Shares +1% premarket. (PR[View news story]
    I think apple has introduced the 128GB to maintain price margins. They will eventually drop the 16 and move the 128GB in to the 64 price spot. In my opinion apple would prefer people to buy the smaller memory packages so they can push cloud services like itunes match. In theory as cloud computing become more popular we should all need very little memory storage.
    Feb 4 02:30 PM | Likes Like |Link to Comment
  • Apple (AAPL) apparently goes after enterprise users, announcing the release of the 128GB version of the 4th generation iPad with Retina display (available Feb. 5 for $799). Whither the MacBook Pro? Shares +1% premarket. (PR[View news story]
    If apple wants to turn heads they should start offering lossless music on itunes/itunes match rather than this compressed garbage. I would be buying a lot more music from them if the product i received was the same quality as a CD.
    Jan 29 12:34 PM | Likes Like |Link to Comment
  • Apple (AAPL) apparently goes after enterprise users, announcing the release of the 128GB version of the 4th generation iPad with Retina display (available Feb. 5 for $799). Whither the MacBook Pro? Shares +1% premarket. (PR[View news story]
    Because you'll use your iPad more. As our data speeds improve your tablet will slowly become a portal to much faster and powerfull computers. This is the future of portable and home computing as we approach hardware limitations over the next 10-20years. Then its on to quantum and/or molecular computing should it someday become reality.
    Jan 29 12:30 PM | Likes Like |Link to Comment
  • Some Clearwire (CLWR) investors are pushing Sprint (S) to at least match the $3.30-a-share put out on the table by Dish Network (DISH), even if consummation of a CLWR-DISH deal is judged to be a long shot. Glenview Capital Management plans to reject Sprint’s current offer, while Taran Asset Management is already on record with a complaint to the FCC over the bid. [View news story]
    I take that back if CLWR goes broke Dish will be a winner.
    Jan 29 09:28 AM | Likes Like |Link to Comment
  • Some Clearwire (CLWR) investors are pushing Sprint (S) to at least match the $3.30-a-share put out on the table by Dish Network (DISH), even if consummation of a CLWR-DISH deal is judged to be a long shot. Glenview Capital Management plans to reject Sprint’s current offer, while Taran Asset Management is already on record with a complaint to the FCC over the bid. [View news story]
    ok so what are our options here 5 bucks or 0. Its obvious that Sprint will be paying more than 2.97 but your dreaming if you think the number is going to be 5. I would expect somewhere between 3.30 to 4.30 range and a final deal to occur within the next few months. This transaction will not be benificial for anyone if once CLWR spends its last dime. Sprint needs to start putting that spectrum to use, which is something that CLWR has failed to do year after year. Maybe Sprint will offer sprint shares instead of more cash as part of a final deal. That would be a resonable proposal too.
    Jan 29 09:27 AM | Likes Like |Link to Comment
  • Apple (AAPL) apparently goes after enterprise users, announcing the release of the 128GB version of the 4th generation iPad with Retina display (available Feb. 5 for $799). Whither the MacBook Pro? Shares +1% premarket. (PR[View news story]
    Makes sense but long overdue. I wish i didn't buy my new ipad last christmas.
    Jan 29 09:16 AM | Likes Like |Link to Comment
  • A Cheaper iPhone Would Confirm A Lack Of Innovation And Declining Margins At Apple [View article]
    Ipad mini is not innovation. It is simply an ipad 2 in a smaller shell and it was release to compete with tablets that were already on the market at simillar sizes. Apple was playing catchup on this product line.
    Jan 17 11:38 AM | Likes Like |Link to Comment
  • A Cheaper iPhone Would Confirm A Lack Of Innovation And Declining Margins At Apple [View article]
    I have to disagree with you on OLED. The technology has significant advantages compared to the Retina in respect to contrast. Infact I believe that OLED screens will dominate the TV maket over the next 10 years. The resolution is not a factor because OLED screen resolution can quickly become eqaul to that of the iphone as it only requires that more LEDs in smaller package size be built into the screen. In fact I think LG even displayed an OLED 4K TV at this years CES. The manufacturing technology is currently being perfected to meet the life expectancy for a TV or monitor and we should see significant strides in the near future. I believe that when future designs are finalized the performance benifits in terms of refresh rates, ghosting of images, contrast, colors, resolution, and power consumption will significantly out perform LCD (Retina) and plasma displays. In addition to this it will most likely be significantly cheaper to manufacture these screens compared to existing technology once mass production begins. I would not be surprised if apple moves into OLED technology in the near term if they can push sharp to do so. The main issue faced with this technology is the life expectancy of the blue LED. The technology is already in use in many products where the life expectancy is less than several years. If you would like to do a comparison I would head over to best buy and take a look at the Sony PS Vita portable game consol which is built with an OLED screen. Many of the characteristics i mentioned are very apparent and will blow your iphone/ipad retina display away considering that the display doesn't even support 1080P resolution.
    The probable reason apple has not used this technology is because all of their largest competitors in the the Computer, smart phone, tablet and gaming markets (i.e. LG, Samsung, and Sony) are the developers.
    Jan 17 11:32 AM | Likes Like |Link to Comment
  • Clearwire (CLWR) has resumed trading after disclosing Dish Network (DISH) has made a complex $3.30/share offer for the company. Shares +9.3% AH to $3.19. The fact Sprint (S) owns a majority of Clearwire shares and (given its rhetoric) might legally contest any agreement with Dish could be limiting Clearwire's gains. [View news story]
    I've been invested in CLWR for almost 2 years and have purchased shares between $2.00 and $1.19.
    Jan 15 04:10 PM | Likes Like |Link to Comment
  • The FCC Disses The Clearwire Auction [View article]
    I think thats the point people would rather have one provider for data that works on the move.
    Jan 10 03:26 PM | Likes Like |Link to Comment
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