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basa7

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  • Upcoming Stock Moving Possibilities For AMD [View article]
    Sean,
    Over two decades I worked in Silicon Valley, including over 12 years in AMD and Intel combined), I saw many articles, declaring death of AMD, yet, AMD is still here.

    I worked with Jerry, a great guy but not a great CEO, focusing head to head with little vision. Team did a great job focusing on X86-X64 but got little support from big players like MS so it missed the momentum until Intel catch up. Though, the main problem was Hector and corruption culture he and his successor (Mayor) brought to AMD, putting their interest above company and shareholder. And of course, the main core engineering team defection afterward.
    When Rory took over, he has to deal with an inferior design (Because Jim left and the team depart from original architecture since they could not even fully understand it). He has to deal with a corrupt culture, and huge debt. He did great job but not enough to satisfy the short term investors and of course WS shorts who plan take over.
    I believe AMD has enough talents to rise from ashes and be a major player again but definitely it takes time.
    Nov 14, 2014. 07:37 PM | 11 Likes Like |Link to Comment
  • AMD: Su Hire Shows How The Game Has Changed [View article]
    Fib,
    It won't matter how many people knew about it or what was even the plan. You are always right because you think so. day or night, it is night!!
    Well, you have opinion, that is fine. You are on short, that is fine but when you try to distract the fact, ....
    Oct 12, 2014. 05:18 PM | Likes Like |Link to Comment
  • AMD: Su Hire Shows How The Game Has Changed [View article]
    PC magazine report on June 13th:

    "Su will continue to report to Read, but analyst Patrick Moorhead guessed that it may only be a matter of time before she takes over the CEO job."
    Oct 10, 2014. 07:51 PM | Likes Like |Link to Comment
  • AMD: Su Hire Shows How The Game Has Changed [View article]
    Forget about trolls, this move was expected for long time as part of transition. Only Sand, Vlad, and others could not see it. Wait for next phase.

    There has been several reports indicating AMD grooming Dr. Su for the post. Here is one on June 13th PC magazine.

    http://bit.ly/1sviRT0
    Oct 10, 2014. 07:47 PM | Likes Like |Link to Comment
  • Should You Ignore Selling Pressure For AMD's Stock? [View article]
    @toonie,
    I like your sense of humor. Very well stated. ah charity plan is exclusively for AMD holders due to his position certainly and to benefit self only.
    Sep 26, 2014. 10:09 PM | Likes Like |Link to Comment
  • Advanced Micro Devices: A Historic Turn-Around In The Making [View article]
    Soid,
    Thanks for good article. I agree.
    What these troll don't want to confess or don't know on design side is the fact that AMD topped Intel's speed on 486, they came up with X86-x64, first real dual core, first integrated Mem controller architecture, first Fusion controller, and first SoC but an incompetence leadership. Things seem getting in order with a superior leadership.
    Not to mention, this is not the first time the same trolls have been ruling out AMD out of maps several times and here we go again!
    Sep 16, 2014. 09:26 PM | 2 Likes Like |Link to Comment
  • AMD Will Retain An Important Business - Part 1 [View article]
    Vlad,
    It would be better to stick to the subject and discuss your points if any rather than focusing on the writer's personal experience. Judging by your comments, the same apply to you on opposite side.
    Sep 8, 2014. 08:55 PM | 2 Likes Like |Link to Comment
  • 3 Reasons To Avoid Getting Cut By The Falling Knife That Is Advanced Micro Devices [View article]
    Probably a bit more research before writing a report will help:

    "One thing is certain: AMD needs to spend more on R&D if it hopes to stay relevant."

    In AMD case, your argument is irrelevant when it comes to custom design considering the fact that R&D paid mostly by Sony and MS. This will answer your second argument. The margin is lower because the initial cost was shared so will the margin!

    "Some analysts are hoping AMD's revenue will surprise to the upside, but cash flow is headed south."

    Turning around a business model is not an easy task. Of course this stock is not for overnight gambler. This stock fits well for LONGs but I don't mind if the shorts give me another opportunity to add more load below $4.
    Sep 4, 2014. 11:27 PM | 2 Likes Like |Link to Comment
  • 40 Million More Reasons To Short AMD [View article]
    Nathan,

    I will be happy if it drop to 3.60 point. I tried to load another 10k at 3.60, did not go through and that will be a great opportunity.
    Aug 12, 2014. 06:43 PM | Likes Like |Link to Comment
  • AMD's Conservative Guidance [View article]
    Andreas,
    We heard you many times. What is the point repeating same thing over and over? AMD is not for short time investor! So why waste your time to comment unless?
    Jul 25, 2014. 12:41 AM | Likes Like |Link to Comment
  • Will Intel Take Down AMD? [View article]
    Let it be. 10K @3.60 hope to add this month.
    Jul 24, 2014. 07:20 PM | Likes Like |Link to Comment
  • AMD: A Great Value At $4 Per Share [View article]
    xx--xx,
    How did you defined ill-formed when most people judge you by your terminology with your ill-formed bullying opinion! Who else but a short or someone with grievance comment on the thing s/he claims doesn't even care?
    Jul 7, 2014. 11:12 PM | Likes Like |Link to Comment
  • An Analysis Of AMD's Restructuring Plan To Success [View article]
    Excellent article! Thanks Sean!
    Jun 20, 2014. 12:39 AM | 1 Like Like |Link to Comment
  • Advanced Micro Devices Is On The Right Path [View article]
    @wow&wow,
    Not to mention, Samsung, GF (inc Chartered) and IBM are funding members of Common Platform" allowing easier transfer of tech cross members.
    Jun 11, 2014. 07:04 PM | Likes Like |Link to Comment
  • Why Nvidia's Gameworks Will Backfire And Help AMD [View article]
    @Meir,
    Right on the point!
    Jun 6, 2014. 08:29 PM | Likes Like |Link to Comment
COMMENTS STATS
55 Comments
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