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Mike Wasilewski

Mike Wasilewski
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  • 40 Million More Reasons To Short AMD [View article]
    @Andreas Hopf, Flawed point of view, this was largely due to the aging PS3/Xbox360 hardware. The industry is currently re-surging since the new hardware hit the streets. And it couldn't have come at a better time.

    Also, much of the online revenues were not officially tracked [in app purchases], and in general, are harder to track than retail. The industry was simply forced to diversify the income stream out of necessity, briefly spawning the free to play model as a serious thing. Now however that pressure is off. And f2p will largely stay in the domain of low production games.
    Aug 13 09:32 PM | 1 Like Like |Link to Comment
  • AMD Is A Buy Going Into Earnings [View article]
    "AMD's beating top line and bottom line estimates is not very important. What is more important is how the stock market will treat AMD post-earnings."

    What? more like the exact opposite is the case.

    Its nice to see that in contrast to a year ago, people are wishing it would go down to buy more, rather than hoping it will shoot up 100% last year and being disappointed/crushed.


    M
    Jul 14 09:31 AM | 2 Likes Like |Link to Comment
  • AMD Looses Puma At Mobile Computing [View article]
    Question for you guys, is Intel's contra-revenue a new strategy or have they done this for past products, besides the anti-competitive lawsuit stuff? It seems to me Intel can keep plowing money into the space and gain market share. However if they cant reduce the costs to what ARM players are doing, it seems like a shaky business strategy. I suppose they think in the long run they can squeeze production costs so the economies of scale works after they stomp their way in.

    The next few years are going to be really interesting in this space.
    May 1 12:15 PM | Likes Like |Link to Comment
  • AMD Should Strategically Target Chinese Gamers [View article]
    Yeah, interesting points, it remains to be seen if MS can carve out a market. Content takes time to curate, i give them the benefit of the doubt. And to your last point, the Wii-U online service, though not that robust, is completely free. Another advantage to the Mario team. Cant do too much serious gaming on a $250 PC no matter who its from, but a Wii-U at similar price point is another story.

    And with regard to subscription for MS, its likely the price point wont be nearly the same as in the west, probably will be matched close to the same purchasing power of the average customer there as it is here. Im sure a big mac in China costs less than in USA.

    M
    Apr 24 11:38 PM | Likes Like |Link to Comment
  • AMD Should Strategically Target Chinese Gamers [View article]
    Thanks Justin for the write up.

    My take on the Chinese market:

    This is a very long term commitment for Microsoft. Not unlike when the initial Xbox came out in North America. So while their starting point may be modest, they will continue relentlessly to pile onto the platform and space.

    If you look at that market in the long term, 5-10 years lets say. Average wages will continue to rise. The government will continue to moderate slowly. The people will continue to hunger for new entertainment, with new found wealth, their wants will expand from micro-transactions to more western mainstream like titles. Not unlike the Hollywood business or car sales over there at the moment.

    Sadly, I feel like Nintendo actually has the best chance at capturing this 'other' mainstream market, ie: the wealthier Chinese families. Yet they seem to be completely oblivious of the opportunity that lies before them. Their titles and company culture should have much easier barrier to entry, as well as a naturally lower price point for the Wii-U.

    Either way, I'm really happy that Microsoft is not afraid to dip its toes in. Once they're in, they're in for good. And all that just makes me want to hold my AMD shares for quite some time.

    cheers

    M
    Apr 24 08:59 PM | Likes Like |Link to Comment
  • The Scariest Graph I Can Show AMD Shorts [View article]
    new high end cpu on 20nm, brought to you by jim keller ?
    Apr 22 04:50 PM | Likes Like |Link to Comment
  • The Scariest Graph I Can Show AMD Shorts [View article]
    What i think is happening is that the stock float is turning over from in and out trading to more long term buyers, which Im basing on the re-stabilization of the business, and therefore less volatile stock in general. No more 20% swings in 3 day type of moves. At least not until some new catalyst comes along.
    Apr 20 06:11 PM | Likes Like |Link to Comment
  • The Scariest Graph I Can Show AMD Shorts [View article]
    Still waiting for more detail on XB1 in China. Apparently 100K units to be sold initially there. Seems like a very tiny number to me, perhaps they are restricting supply on purpose, feeling out the market.

    Anyway, looks promising and would provide a much needed bump for AMD/M$.

    http://bit.ly/1tjG8X6

    Also,

    Sentiment is definitely grinding up over time, i can feel it. There is less and less stigma in various articles circulating when AMD is mentioned or written about.

    So with the last wafer payment made, seems like AMD will finally get a break out in Q2 with over 100M in net profits. There were also some minor legal expenses from those ridiculous law suits last quarter, minus that out and you got another few millions bump, lawyers need to eat too, right? :)

    The Finfet deal at GloFo with Samsung should not be underestimated. Still way behind Intel, but now that other foundries are sharing resources, its only a matter of time before they catch up.

    http://bit.ly/1qQ6wG0

    -M
    Apr 18 08:55 PM | 1 Like Like |Link to Comment
  • The Scariest Graph I Can Show AMD Shorts [View article]
    It all comes down to costs, if AMD's products are price and performance competitive, why spend all that money on a new process if you're a few % behind your competition, and now with gpu compute, they are catching up on more and more applications. If they want to win they should move to 20nm as quickly as possible before finfet. But i think that would only make sense if they develop a brand new architecture to rival intel's high end chips.

    It would be nice if a 'cheetah' core came out in 1-2 years on 20nm.

    M
    Apr 18 09:16 AM | Likes Like |Link to Comment
  • Advanced Micro Devices' Radeon R9 295X2 Is Beastly Good For Gamers And Litecoin Miners [View article]
    It just means Nvidia was doing some pretty epic price gouging because there was no competition in that space. AMD wants to win back market share too and actually move some units.
    Apr 9 10:35 PM | 1 Like Like |Link to Comment
  • Advanced Micro Devices' Radeon R9 295X2 Is Beastly Good For Gamers And Litecoin Miners [View article]
    does anyone know if Nvidia discloses their Titan black $3k card sales numbers?

    Curious to know how much this will add to the bottom line for AMD.
    Apr 9 01:01 PM | Likes Like |Link to Comment
  • A New AMD Is Emerging [View article]
    its a standard PDF as far as i know, dl the reader.
    Apr 2 08:45 PM | Likes Like |Link to Comment
  • A New AMD Is Emerging [View article]
    aha, thx for that article, i work at Avalanche ;))))
    Apr 2 12:34 PM | Likes Like |Link to Comment
  • Why AMD's Breakout Above $4 Is Significant [View article]

    Sony Japan sharpens its focus on China with new strategy division:


    http://ubm.io/1ihzWYj

    Further signs of movement on the Chinese console front.
    Apr 2 11:15 AM | 1 Like Like |Link to Comment
  • Why AMD's Breakout Above $4 Is Significant [View article]
    Because the server deals are a holistic approach to redesign the data centers by using micro-servers from sea-micro. They are not just slapping in new chips in the same hardware. It is custom in that, the chips, the components, are specifically designed for the customers needs, thereby optimizing their operation/power usage etc to cut costs. Facebook has different demands than Amazon, or Verizon, hence the semi-custom remarks. I think those lines can be easily blurred.
    Apr 1 06:56 PM | Likes Like |Link to Comment
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140 Comments
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