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CVS Health Corporation Message Board

  • mickeyjr.5150 mickeyjr.5150 Nov 21, 2013 2:19 PM Flag

    The next pick AMD$ 3.40 They provide the XBOX and Play station

    With there newest chip this should put AMD back on top. Just 500mil in float and 130 mill short If all goes will the shorts will cover and AMD will be over $ 5.50

    Sentiment: Strong Buy

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    • AMD micro server boss welcomes the age of ARM-based servers (interview)

      Google it.
      Andrew Feldman, corporate vice president and general manager of Advanced Micro Devices’ server chip business, showed off working 64-bit ARM-based processors for servers last week at the Open Compute Project summit last week in San Jose, Calif.

      AMD plans to disrupt the huge x86 (Intel-based) server chip market by using smaller and more power efficient ARM cores in AMD-designed server processors. Feldman is leading that charge, and he says the company will ship ARM-based server chips this year. He predicts that ARM server chips will be 25 percent of the data center market by 2019. If that happens, that’s a big blow against Intel.

      AMD isn’t going toe to toe with Intel in designing super-fast server chips anymore. And that may be its path to riches, according to Feldman. Its chips won’t need giant air conditioning systems.

      AMD’s shift is disruptive in another way. An x86 (Intel-based) processor takes three years and $300 million to develop. Creating an ARM processor can take as little as three months and $30 million. Intel, however, says that the chip that Feldman talked about has weaker performance and higher power consumption than Intel’s Atom C200 (code-named Avoton) processors that started shipping last September. Based on what AMD unveiled last week, Intel believes it has a 65 percent advantage in performance per watt of power consumed. Intel also notes that the ARM chips aren’t necessarily arriving on the schedule that was originally promised.

      Here’s an edited transcript of our interview with Feldman. We’re sure that his words will infuriate Intel.

      Sentiment: Strong Buy


      With AMD's GCN based integrated Graphics, AAA games can be more easily ported over to work on other platforms.....

      ONLY AMD and Nvidia have the powerful graphics that can support decent frame rate AAA gaming!!!

      BUT, ALL the NEW AAA games are being OPTIMIZED for AMD!!!!

      Now that AMD has created MANTLE for X86, there is NO reason they could NOT create a similar API for APPLE, AMAZON, SAMSUNG, etc

      Sentiment: Strong Buy

    • The turnaround story of AMD $ 3.79 continues with sold out products world wide. From the game consoles Xbox play Station to the Bit coin lite coin GPU part to the server VZ and Google are installing
      AMD 2014 Sales (revenue) Projection
      Consoles: 20M *$100 each = $2.0 B margin = 17%
      Ongoing desktops: = $1.3 B margin = 17%
      Ongoing laptops with APU support = $1.7 B margin = 35%
      SeaMicro vintage servers = $0.4 B margin = 45%
      ARM based servers = $0.6 B margin = 55%
      Radeon GPU systems = $1.0 B margin = 55%
      MacPro GPUs = $0.6 B margin = 55%
      Misc = $0.5 B margin = 35%
      Total = = $8.1 B total revenue. with $$550M profit or about $0.82/share
      AMD Dec 31 2013 $ 3.83, Jan 19 2014 $ 4.18, Earning call Jan 22 2014 $ 4.75. Feb 18 2014 $ 5.25, Dec 31 2014 $ 10.75 ( 300% gainer for 2014 )
      AMD will be strong over the next 3-4 years; will close 2014 at $ 10.75 share, will close 2015 at $20.00 /sh

      Sentiment: Strong Buy

    • hiltonhead1154 Nov 24, 2013 7:55 AM Flag

      Mickey thx
      i liked ALU at $ 3.35 an did well but NOK is not going to buy them should I hold ?
      I realy like AMD a $ 3.35 and the xbox and play station is selling like hot cake and the volume is much better with a a smaller float and larger short and better news. So what portion or which do I pick ? i see a big pop up in AMD and ALU will hold or slow sink or flounder til share are dispersed with the secondary.

      Sentiment: Strong Buy

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