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Mike Wasilewski

Mike Wasilewski
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  • Mike Wasilewski
    new $AAPL iMac retina 5k fitted with an $AMD R9 M290X 2GB or R9 M295X 4GB
    10/16/14
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      • Mike Wasilewski
        Lisa Su just minted as the new president and CEO of $AMD, is this a turning point from cost cutting to innovation?
        10/8/14
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          • Mike Wasilewski
            $MSFT reportedly sells 100K Xbox units day 1. http://bit.ly/1rFhalg
            9/30/14
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              • Mike Wasilewski
                According to vgchartz, Sony sold 470,000 PS4's during the first week of Destiny Launch! http://www.vgchartz.com Wow. Serious bump for $AMD.
                9/20/14
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                  • Mike Wasilewski
                    wondering how big is Matrox' market in GPUs, http://bit.ly/1nPkFQW
                    9/11/14
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                      • Mike Wasilewski
                        small indication of $MSFT Xbox pre-orders in China: http://bit.ly/1nP8WlD 15,500 pre-orders from 1 retailer with 2% market share.
                        9/11/14
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                        • Justin Jaynes: Don't you get my hopes up Mike W! :D
                          9/11/14
                        • Mike Wasilewski: :)))) Everything is bigger in China, having said that, it will probably be a small bump, in relative terms to the population.
                          9/11/14
                          • Mike Wasilewski
                            $AMD strikes deal with Matrox to use their GPU technology - http://bit.ly/1t0ECas
                            9/6/14
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                              • Mike Wasilewski
                                dark clouds on the horizon for $INTC process technology lead? http://bit.ly/YWtanA
                                8/26/14
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                                  • Mike Wasilewski
                                    Could the new $AAPL server roll out be the secretive $AMD new semi-custom deal? Reading between the lines on the last earnings call:
                                    8/4/14
                                    Reply (9)
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                                    • Mike Wasilewski: http://bloom.bg/1v6sn1v
                                      8/5/14
                                    • Andreas Hopf: There is no server rollout - Apple built its own CDN. They exited the XServe business in 2011 and the Mac Pro Server business in 2013.
                                      8/6/14
                                      • Mike Wasilewski
                                        Some old news I've missed but could be very related to AMDs efforts: http://bit.ly/1qUIgXa
                                        8/4/14
                                        Reply (1)
                                        • Mike Wasilewski: Especially since they are teaming up with Global Foundries/$AMD, leaving the SoC business to the pros Samsung?
                                          8/4/14
                                          • Mike Wasilewski
                                            $MSFT details plans on Xbox release in China: http://ubm.io/1AA6oQX Also releasing the console in Japan on Sept 4th
                                            7/30/14
                                            Reply (5)
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                                            • Mike Wasilewski: How big a spike in China release, and Xmas 2014, is the real question.
                                              7/30/14
                                            • Mike Wasilewski: And Chinese new year, isnt that in spring? Potential secondary spike to offset Q1
                                              7/30/14
                                              • Mike Wasilewski
                                                EA adds online subscription to their business model: http://bit.ly/1to4pNy
                                                7/29/14
                                                Reply (11)
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                                                • Mike Wasilewski: $5/month, $30/year, FIFA 14, Madden NFL 25, Peggle 2, and Battlefield 4, "with more titles being added soon.", plus 10% off on future titles
                                                  7/29/14
                                                • Mike Wasilewski: and early access to future titles 1 week before release, pretty much 10% off to beta test right before ship
                                                  7/29/14
                                                  • Mike Wasilewski
                                                    It begins: http://on.wsj.com/1tUOKCF
                                                    7/28/14
                                                    Reply (3)
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                                                    • Mike Wasilewski: Sure, JD.com, Tencent Offer Early Preorders of Microsoft's Xbox in China, Wonder if $MSFT will release numbers on this, good news for $AMD
                                                      7/28/14
                                                    • Mike Wasilewski: non wsj article: http://bit.ly/1tURos8
                                                      7/28/14
                                                      • Mike Wasilewski
                                                        gamespot reports increased demand for xb1 follwing price drop: http://bit.ly/Rk5mFF
                                                        5/23/14
                                                        Reply (3)
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                                                        • Mike Wasilewski: great news for $AMD, $MSFT
                                                          5/23/14
                                                        • Justin Jaynes: lol - I bought mine about a week before they announced the price drop - had I only waited a week
                                                          5/23/14
                                                          • Mike Wasilewski
                                                            $AMD at JPMorgan Global Tech Conference. Only take away is that the 1-2 semi custom wins are indeed in the gaming market.
                                                            5/20/14
                                                            Reply (11)
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                                                            • Justin Jaynes: "I think it's -- again, I can't speak for the customer set, but I will say you should be hearing more over the next 12 months."
                                                              5/20/14
                                                            • jibje2: Can't wait for Computex!
                                                              5/21/14
                                                              • Mike Wasilewski
                                                                Remember x86-64bit ? $AMD is going to make a 64bit-ARM, what does that mean? all ARM native apps run on AMD chips along with all 64bit apps.
                                                                5/14/14
                                                                Reply (3)
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                                                                • Mike Wasilewski: With all your smart phone apps,....yes that means you can run your "flashlight" app on your desktop 42 inch TV desktop if you wanted to.
                                                                  5/14/14
                                                                • Mike Wasilewski: eyes open yet?
                                                                  5/14/14
                                                                  • Mike Wasilewski
                                                                    In a surprise move, $MSFT willl have a Xbox1 without kinect, to be priced at $399, released on June 9th. Should spur demand for $AMD APUs.
                                                                    5/13/14
                                                                    Reply (17)
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                                                                    • Justin Jaynes: than making money when they launched the XB1 - not so much gamers - XBL Gold = recurring revenue stream based on subscriptions
                                                                      5/14/14
                                                                    • Justin Jaynes: Inline with Office subscriptions and even potential for subscription windows for later.
                                                                      5/14/14
                                                                      • Mike Wasilewski
                                                                        $AMD is cookin up something new with their radeons: http://bit.ly/1iUcQHZ Dual GPU on one card? 8GB of vram? Cant wait to find out
                                                                        3/17/14
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                                                                          • Mike Wasilewski
                                                                            Xbox1 gets a significant sales bump from Titanfall. http://bit.ly/1fZ86Df Over 600,000 pre-orders were made globally for the game
                                                                            3/15/14
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                                                                              • Mike Wasilewski
                                                                                Hmm, $AMD has been trading in a real tight range in the last few weeks. Smells fishy and feels like there will be some news out of it soon.
                                                                                3/1/14
                                                                                Reply (7)
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                                                                                • Wahahaz: 3 weeks tight pattern?
                                                                                  3/2/14
                                                                                • stockalicious: folks - means nothing - the market will let it go when its ready - you can find the right stock and company but nobody finds the timing!
                                                                                  3/2/14