Seeking Alpha

sharikou

sharikou
Send Message
View as an RSS Feed
View sharikou's Comments BY TICKER:
Latest  |  Highest rated
  • Advanced Micro Devices: Did You Get Fooled Again? [View article]
    AMD's APU shipment grew by at least 5 million units over 4Q02. You ask why? Count the 8-core Jaguar AMD64 APUs used in XB1 and PS4. Can any one deny that these APUs are full blown microprocessors with 8 x86-64 cores? No.

    Now the question is: why shouldn't one count them as microprocessors? You say because AMD put them into Visual Computing. But AMD did for a very good strategic reason.

    Your U of Vermont lowly education certainly does not help in improving your logical deficiencies to comprehend the importance of this strategy.
    Jan 24 12:03 PM | 3 Likes Like |Link to Comment
  • AMD: Looks Like More Of The Same On Earnings [View article]
    More Of The Same? AMD grew 9% from 3Q to 4Q03 ! That's a huge improvement in today's improvement. As for 1Q04 guidance of 1.36B, it represents a 25% increase over 1Q03.

    But the main news is this, AMD is no longer endangered by Intel's price wars and illegal marketing ploys. With 55% of its revenue from the non-computing solutions group, AMD has disengaged from Intel's claws. If you care to look deeper and count XB1 and PS4 as APUs, then you realize that AMD computing solutions actually grew 40%, as opposed to a decline of 9%.
    Jan 22 12:00 PM | 3 Likes Like |Link to Comment
  • AMD: Looks Like More Of The Same On Earnings [View article]
    Stacy Rasgon's questioning is embarrassing. I wonder what her doctoral degree is in, but she definitely need to take accounting classes. She asked about the 190M's effect on 4Q03 balance sheet, and AMD CFO told her that would not have an effect for 4Q03.
    Jan 22 11:54 AM | Likes Like |Link to Comment
  • AMD: Looks Like More Of The Same On Earnings [View article]
    AMD's marketing cap is 50% of its revenue. NVDA has less revenue than AMD, but its market cap is 3x of AMD. If AMD can distance itself from the declining PC market, its valuation should be at the same level of NVIDIA or more. The Shorts of AMD like you to treat AMD as a dying company. But AMD has stabilized on its own turf, and is thriving on its broad IP portfolio, which can't be matched by Intel.
    Jan 22 11:47 AM | 2 Likes Like |Link to Comment
  • AMD: Looks Like More Of The Same On Earnings [View article]
    You have to realize this: AMD deliberately put the 8-core Jaguar AMD64 APUs used in XB1 and PS4 into the Graphics category. If you count the XB1 and PS4 as CPUs, you see AMD CPU business increasing at a 40% rate. This is AMD's way of getting more business without alerting Intel, which is a one-trick-pony, but has the resources to acquire the necessary IP. PC business is in perpetual decline. AMD's strategy is to become an chip solutions provider, not a PC component maker.
    Jan 22 11:36 AM | 2 Likes Like |Link to Comment
  • Intel's Time Is Running Out [View article]
    Intel is one-trick-pony in a chip convergence world.
    Jan 17 04:06 PM | 4 Likes Like |Link to Comment
  • AMD's Kaveri Looks Like A Dud [View article]
    Both the Kaveri 7800 and the Richland 6800+ have four cores. The 42.99% lift in wPrime is a direct core-on-core comparison at the same clockspeed. It is a measure of increase of IPC, at least in wPrime.

    And you ought to agree that a 42.99% hike is very impressive.
    Jan 6 09:09 PM | 3 Likes Like |Link to Comment
  • AMD's Kaveri Looks Like A Dud [View article]
    Let me teach Mr. Eassa how to do the arithmetic. Using wPrime as example, the Kaveri 3.5GHz took 14.149 seconds, the Richland took 20.232 seconds. But note these are running time, not the speed, to get the speed, we need to take the inverse of the time.
    So for Kaveri the speed is 1/14.149, Richland speed is 1/20.232.

    Now the speed of Kaveri over Richland is (1/14.149) / (1/20.232) = 20.232 / 14.249 = 1.4299. In other words, the speed of Kaveri is 142.99% of Richland.

    Therefore, Kaveri is 42.99% faster than Richland at the same clockspeed as far as wPrime is concerned.
    Jan 6 05:23 PM | 7 Likes Like |Link to Comment
  • AMD's Kaveri Looks Like A Dud [View article]
    According to the first 3 graphs, the Steamroller core is 42.99% faster than its predecessor in wPrime, 34.5% faster in Sandra, and 11.7% faster in Cb 11.5. These are not the 10-33% as he claimed to have derived from the same figures.

    Seems that Mr. Eassa needs an arithmetic tutor.
    Jan 6 05:14 PM | 6 Likes Like |Link to Comment
  • AMD's Kaveri Looks Like A Dud [View article]
    Mr. Eassa,

    according to the 3 graphs, the Steamroller core is 42.99% faster than its predecessor in wPrime, 34.5% faster in Sandra, and 11.7% faster in Cb 11.5. These are not the 10-33% as you claimed to have derived from the same figures.

    How can you expect the reader to believe you when your arithmetic is so bad? You claim you have a BS degree from U o Vermont, but if you can't so simple arithmetic, you damage the reputation of that school's already not so impressive ranking.
    Jan 6 05:04 PM | 2 Likes Like |Link to Comment
  • AMD's Kaveri Looks Like A Dud [View article]
    Hi, Ashraf, why was my comments about your BS diploma from a 7th tier college deleted? Questioning your credential is a valid challenge to your analysis. Don't you agree?

    A SAT score of 2340 should have landed you in MIT or at least the University of Delaware, which is still more reputable than U o Vermont. So your claim of SAT 2340 is quite incredible.

    Moreover, even if you scored 2340, it only shows you had the potential. Your level and quality of education is still limited by a BS from Vermont.
    Jan 6 01:25 PM | 4 Likes Like |Link to Comment
  • Will AMD Repeat Tesla's Mammoth Short Squeeze? [View article]
    "The shorts are playing with fire." They totally misunderstood and underestimated AMD, which has the broadest and greatest IP assets in the WHOLE semiconductor industry. No other company on the planet can match AMD in terms of IP wealth and innovation. For years, Intel spent huge amounts of cash to suppress AMD, Intel paid billions of dollars to the vendors for not using AMD, while copycatting all the AMD innovations. But the genie is now out of the bottle.

    In the new chip-convergence era, the world finds that AMD and ONLY AMD has all the necessary IP blocks by itself. 64 bit server strength compute (AMD64, ccHT, IMC), GPGPU, Fabric and the architecture to link these together. Micorosoft and SONY chose AMD not because they love Intel+Nvidia less, but because ONLY AMD has the technologies. AMD's wins in the PS4 and XB1 are just the beginning.
    Dec 24 03:08 PM | 5 Likes Like |Link to Comment
  • Will AMD Repeat Tesla's Mammoth Short Squeeze? [View article]
    Second this. The shorts are playing with fire. They totally misunderstood AMD, which has the broadest and greatest IP assets in the whole semiconductor industry. For years, Intel spent huge amounts of cash to suppress AMD, but the genie is now out of the bottle.

    In the new chip-convergence era, the world finds that AMD and ONLY AMD has all the necessary IP blocks by itself. 64 but server compute (AMD64, ccHT, IMC), GPGPU, Fabric and the architecture to link these together. Micorosoft and SONY chose AMD not because they love Intel+Nvidia less, but because ONLY AMD has the technologies. AMD's wins in the PS4 and XB1 are just the beginning.
    Dec 24 03:06 PM | 6 Likes Like |Link to Comment
  • Will AMD's Game Console Business Save The Day? [View article]
    You missed the big picture completely. AMD's console wins were not accidents. Look at the Mac Pro win, and other wins to come. It is a paradigm shift. Intel and Nvidia have already missed the boat.

    Now try do some numbers of the Mac Pro win. Apple expects to sell 1.1 million Mac Pros in 2014, each equipped two FirePro GPGPUs costs $900 minimum. Do the math. That's 1 billion revenue.
    Dec 24 12:07 AM | 1 Like Like |Link to Comment
  • AMD: Leaks Reveal A Dose Of Reality About The Low End Of The PC Space [View article]
    http://bit.ly/1dsWfb4
    Dec 21 02:30 AM | Likes Like |Link to Comment
COMMENTS STATS
63 Comments
138 Likes