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  • SandRidge Energy Expands Board Of Directors [View article]
    I bought some cheap April $7 calls yesterday on the off chance some good news came through. Thank you TPG-Axon!
    Mar 13 05:29 PM | Likes Like |Link to Comment
  • Bank of America (BAC) is engaged in "accounting arbitrage" says Manal Mehta, reserving far less for legal cases than it may have to pay out. If regulators forced the bank to properly account for the possible losses, it's likely they would disallow any capital returns and force BofA to continue socking away its profits. [View news story]
    A little short on BoA? I don't think the stress tests work that way.
    Mar 7 06:10 AM | Likes Like |Link to Comment
  • All 17 bank holding companies subject to Fed stress tests will pass the exam, says Credit Suisse's Moshe Orenbuch (results due Thursday). He thus sees payout ratios for the group rising to 64% of earnings this year from 36% in 2012, with BofA (BAC), Citigroup (C), and Regions Financial (RF) getting the biggest bump. Morgan Stanley (MS) and SunTrust (STI) should also see sizable increases. [View news story]
    I think I might hold onto those March 22 $12 calls I bought last week. Things are looking great!
    Mar 6 12:07 PM | Likes Like |Link to Comment
  • Advanced Micro Devices' Latest Servers: Powered By Intel [View article]

    Your links provide no insight to AMD's official SeaMicro offering. The press release mentions no processors, the second is no a brochure on the SeaMicro offering, but rather a write-up of what Red 5 did and what hardware they used. I don't read AMD as pushing the Xeon processors in this case, and why are you? I read AMD as pushing that their set up had enormously successful results, regardless of processor - which is news worthy when you're trying to change the direction of the company. All of AMD's competition, including Intel, has not been able to do what Red 5 did on their hardware. Perhaps you read all the article and determine what its objective is (sell SeaMicro servers or hype Xeon chips?) and using some reading comprehension.

    My complaint was the lack of actual research. I typed in "SeaMicro" in google, hit the homepage, and found that low and behold AMD supports their 8 core Opteron processors first in their list of available processor. Took 15 seconds to try verifying the story and prove it false.
    Mar 5 08:43 AM | 1 Like Like |Link to Comment
  • Advanced Micro Devices' Latest Servers: Powered By Intel [View article]
    The only console win will be in moving product and PR [getting the name out more], it will be nearly a net zero proposition as far as the balance sheet is concerned.
    The turnaround will be in the mobile market [where else?] as developers see that the AMD chips give them more versatility than their competitors. PCs are on the way out, nothing will be gained by further market share. People haven't stopped buying technology though. The new PC is held in your hand and requires more efficient chipsets. I would expect small margins of victory [if any] from every other market share, but most of the rebound will be mobile.
    Aside from that, no answer to why the OP here blatantly chose 1 fact to focus on to while blasting AMD for being "powered by Intel"? That's the only reason I posted in the first place, not to expose my position on AMD, which I feel is extremely undervalued and a great bargain value stock.
    Mar 4 05:32 PM | 1 Like Like |Link to Comment
  • Advanced Micro Devices' Latest Servers: Powered By Intel [View article]
    That server is actually set up with customer decision in mind. They [the customer] can select the server to use their desired processor. AMD Opterons or Intel Xeons. It's the customer's choice.
    Even though AMD is hurting for market share, they are at least still giving the consumer the option to select their own processors.

    This is exactly the misrepresentation that is hurting AMD most. They're on course to reverse the fall with their APUs and GPUs by 3rd Quarter this year, then you pick to focus on ONE point in their offering, the fact that they support Intel's chip though they have one of their own.

    "Highest density, most energy efficient data center platform combines compute, networking, and storage in a single 10 RU system. Based on AMD Opteron™, Intel® Xeon® (“Ivy Bridge” and “Sandy Bridge”) and Intel® Atom™ processors to best meet application demands. more>

    ½ the power, ½ the space
    64 Octal Core Servers with AMD Opteron processors, (2.3 GHz, eight “Piledriver” cores)
    64 Quad Core Servers with Intel Xeon, E3-1265Lv2 processors, (“Ivy Bridge”), (3.1 GHz, 4 cores/8 threads)
    64 Quad Core Servers with Intel Xeon, E3-1260L processors, (“Sandy Bridge”), (2.5 GHz, 4 cores/8 threads)
    256 Dual Core Servers with Intel Atom N570 processor, (1.66 GHz, 2 cores/4 threads)"

    Get it right before you post.
    Mar 4 02:26 PM | 3 Likes Like |Link to Comment