Send Message
View as an RSS Feed
  • Why Nvidia's Biggest Enemy Is Not Samsung But The Yuan  [View article]
    Nice try Damon.
    Dec 31, 2015. 12:31 PM | Likes Like |Link to Comment
  • AMD's Classic Death Spiral  [View article]
    The FTC will step in and compel Intel to do so.
    Oct 22, 2015. 08:46 AM | Likes Like |Link to Comment
  • AMD's Classic Death Spiral  [View article]
    Top performing GPU IP is what AMD has, and what Apple needs. Aside from Nvidia, AMD is the only other source for this. I'm not sure why all you AMD deniers don't think it's plausible for a company with over $220 billion in cash wouldn't spend a fraction of it for IP they need, and deney to competitors. Yes, common sense dictates that this is very much something that either Msft, or Apple will act upon in the next 6 months. With VR/AR, auto, super computing, & advanced gaming is on the horizon, does anybody with any common sense really think Apple is not going to take action like they did with PA Semi, to effectively position themselves with the needed technology?
    Oct 22, 2015. 08:45 AM | 1 Like Like |Link to Comment
  • AMD's Classic Death Spiral  [View article]
    The fact that Intel is way too expensive is precisely why Apple will do what Sony, & MSFT has done in having AMD design a semi-custom chips. Perhaps they will buy AMD so they get 100% exclusivity, as they did when they bought PA Semi Conductor.
    Oct 20, 2015. 07:20 PM | 2 Likes Like |Link to Comment
  • AMD's Classic Death Spiral  [View article]
    The many thousands of GPU related patents is what Apple would really want and need, and not necessarily the x86 related stuff. The FTC would simply rule in favor of AMD/buyer if after a year of negotiations stalled. Since Intel did many decades of despicable, & illegal activities, they certainly will not get any sympathy from anyone at the FTC.
    Oct 20, 2015. 07:16 PM | 3 Likes Like |Link to Comment
  • Notable earnings after Thursday’s close  [View news story]
    No big deal, the Government shuts down every weekend.

    This has been a global economy for some time now. Perhaps unions should be more cooperative, and more American's should pay a little more, and support domestic made products. The Apple crowd should demand that the products be made here! I'm sure it might cut-in to Apple's $220+ billion in cash, and take Apple down a notch from being the most profitable corporation in the world.

    AMD will probably be green on Friday due to earnings not being as bad as expected.
    Oct 14, 2015. 07:59 PM | 3 Likes Like |Link to Comment
  • Can A Compelling Case Be Made For AMD?  [View article]
    Nothing is for sure, but the best AMD play is to buy 2017 leaps for any potential rebound, and/or being bought out. AMD's management has messed-up bad in the past decades, but nobody can deny that they have a very deep, & valuable IP library that Apple or Msft would very much like to have if nothing else to keep it away from the other.

    I've done extremely well as of last week seeing my Nvidia 2016 leaps appreciate substantially. I'm not an AMD fanboy, just someone seeing how the tech sector is consolidating, and looking at AMD's IP as a way to make some good money. I still don't understand why you AMD haters thinking that Apple or Msft won't just buy AMD with some chump money?
    Oct 11, 2015. 05:15 PM | Likes Like |Link to Comment
  • Can A Compelling Case Be Made For AMD?  [View article]
    The FTC will still have a lot of influence as to any future antitrust issues that might arise, and to enforce the agreement that Intel must negotiate in good faith with any buyer of AMD as it relates to the the transfer of x86. Of course "negating in good faith" might be a bit subjective on both sides, but the FTC would most likely intervene, & prevail if talks come to an impass.
    Oct 11, 2015. 04:58 PM | Likes Like |Link to Comment
  • Can A Compelling Case Be Made For AMD?  [View article]
    <"Intel will most likely sign-up for another 5-6 years with Nvidia">

    Why not? If they want to effectively stay somewhat competitive they will be compelled to do so. Of course they could licence from AMD, but they are acclimated to Nvidia's IP, so they probably won't. Intel was behind the curve on Graphics, and low power chips and are now paying dearly for it.
    Oct 11, 2015. 02:41 PM | Likes Like |Link to Comment
  • Can A Compelling Case Be Made For AMD?  [View article]
    According to Jon Peddie Research, Intel has about 75% of the graphics market. So I think it's you living in the bunker of denial. Intel is still in the FTC's dog house, and are still watching Intel for any unscrupulous activities that had longtime detrimental affects on AMD. The FTC would surly not approve of Intel buying any part of AMD, or Nvidia.

    <INTC has been working hard on their GPU IP, and the leaps in performance are enormous, nothing to do with NVDA.>

    Intel has been working very hard on GPU IP ever since the miserable failure of the abruptly canceled Larrabee initiative. They will always be behind many years in GPU IP, and will always be regulated to just good enough graphics.

    <VR on the other hand is niche market, and will not take off for sometime>

    Advanced VR & AR is coming sooner than you think, and nobody knows to what extent the popularity will rise to? It all depends how well the developers execute.

    I own numerous AMD 2017 leaps and strongly believe they will pay-off well.

    Perhaps you should short as much as you can if you believe as strongly as you do that they will go belly up? Of course with your fish sized brains you will ignore that Apple with over 200 billion in cash, or Msft with over 65 billion in cash, will not decide to spend some change to buy AMD. Something significant will happen by the end of the year.
    Oct 11, 2015. 02:33 PM | Likes Like |Link to Comment
  • Can A Compelling Case Be Made For AMD?  [View article]
    You are dreaming if you think AMD will spin off the GPU side! In any case, Intel won't have any chance in buying any part of AMD due to anti-trust issues in which Intel considered when they contemplated buying AMD years ago.

    The trouble with anti-AMD people like you is that you dwell in the past, and not the future. They are now a much smaller company that doesn't have the past management that all the AMD haters continually use, and has valuable IP, and a positive future with VR & AR needing top performing GPU performance that only AMD & Nvidia can provide.

    BTW; Intel will most likely sign-up for another 5-6 years with Nvidia.
    Oct 11, 2015. 12:45 PM | Likes Like |Link to Comment
  • Can A Compelling Case Be Made For AMD?  [View article]
    Apple or Msft which has more cash than Intel will buy AMD for a nice premium. With AMD & Nvidia having the only high performance GPU IP, AMD's value, & importance will dramatically increase as VR & AR become more prominent.
    Oct 11, 2015. 08:51 AM | Likes Like |Link to Comment
  • It's Nvidia Tegra X1 Inside Google's Pixel C Laptop  [View article]
    Nice reply Glen. I guess it's hard for the Apple-heads to come to grips with the reality of not leading in performance. Question: How do you think Apple will counter in the future with performance? Will they need to licence from Nvidia, or AMD? I personally think they might be better of just taking some chump change out of the 200+ billion in cash and just buy AMD.
    Oct 4, 2015. 07:37 AM | Likes Like |Link to Comment
  • Can A Compelling Case Be Made For AMD?  [View article]
    <INTC has mostly used NVDA's GPU as an add-in..and have been successful with that. (But the future is just around the corner and it would appear that INTC is trying to build their own GPU and may cut NVDA out of their offerings)).>

    Intel failed miserably with Larrabee, and will always be relegated to good enough GPU performance unless they somehow can clear the massive anti-trust issues they would face in trying to acquire Nvidia or AMD. Unless Imagination somehow makes a significant big jump into high performance GPU's, AMD, & Nvidia will be the only options to license from. Apple does not have any anti-trust hurdles that Intel has, and has over 200 billion in cash to easily acquire AMD.
    Oct 2, 2015. 08:34 AM | Likes Like |Link to Comment
  • Can A Compelling Case Be Made For AMD?  [View article]
    Qaulcomm would be right behind Msft, & Apple who could really use AMD's IP, and pay for it without any meaningful change in their cash reserves of 55 billion for Msft, and over 215 billion for Apple. Only AMD, & Nvidia can deliver cutting edge performance. AMD is a bargain for any company that will want to secure high performance GPU IP to effectively compete in the future while eliminating an option for the competition. The smart money is on Msft with X Box being the most important reason. Nvidia would surly license any GPU IP, but does not have the desire, nor enough engineers to effectively work at implementing a console chip design in such a way that AMD does with Msft, Sony, & Nintendo.
    Sep 28, 2015. 04:22 PM | Likes Like |Link to Comment