"Even if 5% buy"... Do you have ANY REMOTE CLUE how stupid that is? Where did you pull that 5% number? Why not 50%? Why not 0.5%? Why not 0.0005%?? How about 0%?????
Same mornic mistake most prospective amateur businespeople make every day - before they go bankrupt. Now I see why you are long AMD. Another complete moron investor
Now that's a mouthful indeed!
"But even if Xbox makes its way into the Chinese market, that doesn’t mean it will be successful." How can it possibly be "successful" in China - the brightest on the planet?? American's a already dead from the neck up, but not yet so in China. Very few chinese have the time or the interest. China much prefers all Americans play game instead of gaining useful productivity. China will GLADLY fan the flames for US games
If China does allow games, it will likely be because Chinese have no interest in buying. China will not permit such vermin to take over their country.
Facebook, Tesla, Twtr, and AMD are all UP during a 1% down DOW day. How come this is so? My guess is that morons always turn to the moron stocks when they have no clue. AMD fanatics are cozy before the kill in just 2 more weeks to end AMD's miserable Q4. Then, the real AMD hype machine will fill Q1 when consoles start to calm down (or likely start disappointing).
Jimmy, I doubt that you are correct about anything, just like everyone else here. However, I do believe that when the real truth comes out, we will discover just like countless times before, that console sales will be nothing like the AMD hype machine. I would not be slightly shocked if AMD has a 3 month lead on console demand and I certainly believe that AMD is forced to give TSMC a 3 month advanced committment, which will be considerably lower than the first 3 mo TSMC committment.
Second, I certainly agree that GF is at least 6 mo to a year away from high 28nm yields. GF is famous for being 1-2 years late. If I were AMD, I would have struck another deal with GF that says, we'll pay you $400MM now but if you can't deliver what we paid for, you (GF) must repay us some of that $400MM. AMD knows that GF can't deliver and will likely get a big pay check sometime in the next 6 mo.
Here's da AMD problem. They are obviously speculating, exactly like a start up should. No problem with that. My problem is with you. You can't even compose one coherent sentence. That's asking too much speculation.
But aside from all that, AMD is looking years down the road to steal away some percentage of others' business who are already established mfgrs in that space. Unless AMD comes in as a far lower bidder, AMD will face a uphill battle all the way to just steal 5% of that $7 mkt YEARS FROM NOW. Amd can't wait years as the game chips mkts and cpu mkts dwindle and intel moves in more and more while AMD ceases to compete with intel (AMD's words, not mine).
Thus, don't be the only gullible fool looking too far out. Wall Street wont do that. Neither should you. There's a lot of time btw then and now for AMD to take a sharp dive. Hype like this is long range nonsense.
As I've said many times, it's good that AMD is trying to be a start up company with a new business model. But it's also one hell of a long term gamble for AMD to completely replace a $5B revenue today with a new $5B revenue of unknown profitability years from now. AMD could still be the lowest bidder, with horible profits, several years from now.
Nevertheless, AMD has no choice but to through in the intel towel. It's long over due.
Only a tiny fraction of stock street traders ever SHORT. Less than 10%. Thus, they bash shorters, believing that shorts drive down their long positions. They are also totally convinced that longs have unlimited potential gains, but shorts have unlimited potential losses. Such myths are rampant of this board.
Let me merely insert one or two big times corrections in your twisted simpletonian minds.
Firstly, no half witted short would ever go short without protecting himself immediately with a limit order, so that he would stand to lose more than (pick a number) 1% to typically 5% or 10% max. So, the simple notion that shorts have "unlimited" potential losses, could not be further from the truth - similar to longs placing limit orders to protect themselves against a drop of 1%, 5%, 10% etc. There's no difference whatsoever if you know ANYTHING about stock trading. It's the 90% traders who know nothing about trading who never employ this powerful short trading tool, who get their #$%$ wiped by smart money.
Shorting is simply another casino game - not one bit different than long casino games. Longs buy first and are obligated to sell later, whereas shorts do the exact same in reverse. They sell first and are obligated to buy later.
The entire idea about the shorting tool (that's all it is - a TOOL) is to see a downfall ahead, just like others see a windfall ahead. Thus, in the best of times, you may go and stay long. In the worst of the woast of times, you can go and stay short for a long time.
Some morons think that a short can only double his money if a stock goes to ZERO. Wrong again! As a stock drops, your account has a profit every time it drops. You can buy other stocks with the short profits. You can short more of the same stock all the way down. But unlike long positions, most brokers do not allow shorting below $5/share. Many do allow it.
You morons always have the luxury of knowning that shorts MUST buy and be squeezed to buy, just like long squeezes
"GOOD ENOUGH"! What super powerful words. I have said this very same thing a hundred time, but never so succinctly as a "good enough" corporate bussines model. That's precisely what intel does and does so very well to make the most money possible. They leave the tiny geek markets to small thinkers like AMD while they go for blood. That's it in a nut shell. iNTEL needs AMD only for that reason - to pickup the junk that intel can't afford to waste time on.
But here's the big problem. AMD doesn't have to bottom fish at extremely low profit margins, like it has for decades. It's an AMD management serious problem AMD has always targeted main stream chip markets, where intel supremely dominates. As a result, AMD is always bottom fishing and losing money. AMD could have resigned itself from the beginning to charge much more for the much smaller mkts where intel doesn't care to go. The big problem for AMD in doing so, would mean that AMD sales would have to dive to 1/10th of today to a few hundred million instead of $5B. AMD could not force itself to become highly profitable at such low sales of less than $1B. That's why AMD has historically been DOA on every turn. That's why AMD has always dreamed and failed to emulate intel.
Only very recently, AMD decided to throw in the towel as create their new business model where AMD said it would no longer compete in intel space. AMD FINALLY GOT THE POINT. AMD absolutely cannot compete in intel "good enough" for 90% of the mkt space. Bingo for AMD. But AMD can't leap there and lose literally billions in revenues. Wall Street will trash AMD to a penny stock in a heart beat.
Thus, you finally see AMD's logic to slowly give up and slowly find new "non intel" mkts - games being one option. But here we go all over again. AMD is soooo fixated on selling everything dirt cheap, AMD did it to itself again - game chips at the lowest possible profit margins. WHY??? Because AMD is desperate and everyone knows it
Dear "madeittogullible". That you merely pasted news is better than your normal boatload of unfounded opinions. Shows promise. So let's do the "good news/bad news" games:
1. The good news for AMD is that they'll have APUs for sale next year to avoid big red bottom lines in Q1.
2. The bad news is it wont help Q4 which is a slump b/c games alone are not profitable enough.
3. The good news is the K series APUs have high clocks (which sell) and they are dirt cheap ($189 to $57).
4. The bad news is that the ASP for K series ($110) is as usual, just barely profitable - not enough to float AMD long term. $57 will sell like hot cakes but at a loss on day one.
5. The good news is K's are faster by 20-30% (over previous AMD chips).
6. The bad news is that the comparison to AMD chips is not important. Let's see the intel comparison to see why AMD priced the K series so low.
7. There is no good news about power dissipation. 95 watts cannot be tolerated under ANY excuses. Frankly, the cheap 65W chips are also unacceptable power hogs that will cost people more in electricity that the entire price of computers. Such power hogs are relegated to only large desktops, which are a dying bread.
Bottom line? AMD still focuses on dying pasts of their industry, and far above everything else, they neve charge enough to avoid long term indebtedness. Given this business formula (low profit margin games and equally low profit APUs - both markets dying), we do not have a company with high prospects. We have a company with inferior technology and still in trouble.
I'll let ya know if AMD ever poses a winning potential. So far, nothing.
Yes, I have an "idea" that is based on factual AMD history. AMD always releases new products before they have more than a shoebox full. So, did it ever occur to you that AMD is hyping AGAIN? This is only a small part of why I am down on AMD "trust". Ya see, most gullible fools (who AMD routinely exploit) conclude that "sold out" means "tons of sales" and only later (sometimes months later) learn in Q reports or conference calls that there were little "problems" in manufacturing or some such shlt. Stkhlders always get burned by AMD.
All global prosperity hopes are shattered if it (all energy) keeps rising.
Without me having even one clue what intel might be doing to defeat ARM, there is no doubt in my mind that "thousands" of intel's (WINTELs) best are looking at all the options to bust ARM. Here's what I CAN SAY. ARM is absolutely NOT the end all in clever brainpower. ARM can indeed be busted for many reasons. History has shown that everything except one can be shattered. The one that CANNOT ever be shattered are those things based on a law of physics. Examples are the impossibility of beating 100% energy efficiency, bypassing electromagnetic brightness, and so forth. Those kinds of innovations can never be beat. ARM is just a pile of software from my point of view. They are beatable in a hundred ways. And as you implied, advanced fabbing holds a heavy hammer over all of them.
That's a BIG red flag b/c statistically 80% of highly schizophrenic option players lose. Thanks for the warning.
Excellent commentary. Excellent reasoning too. Not absolutely certain outcome yet. Never sell NVDA quite so short. They too have big brains. Neverheless, NVDA made a big and dangerous move by selling a huge chunk of its IP to intel. That potentially places intel in the GPU race against both NVDA and AMD, with intel having the upper hand in fabbing and vastly superior integrated cpus. iNTEL is equivalent to a world class oil tanker which takes 50 miles to make a right turn. But if intel is as smart that they have provem too many times before, you better be careful and keep a sharp eye on low powered and high clocked intel graphics. WINTEL still rules the roost. NVDA nad AMD are both bit players compared to WINTEL iNTEL hasn't made a right turn yet.
For the simple minds here, assume AMD is put out to X86-pasture, as even AMD admits. That leaves intel in total charge of X86, even if intel is forced to pay AMD a small royalty on X86-64 for a very short while until AMD patents expire (soon). Most of you believe that intel can ramp up prices with no competition. That would be a bi mistake. If intel were to double prices, AMD could slide right back in with much higher low-end prices and be profitable again. iNTEL can't significantly raise prices until AMD is long gone and has no talent left. iNTEL has to be patient and focus all its resources on fabing and keeping an eye on alternative technologies like ARM. MSFT and intel have to continue to reign supreme, even with AMD gone.
WINTEL must worry much more about others hellbent on overtaking WINTEL - like Google/AMR/others. One way of reigning supreme is to maintain vastly superior fabs where, for example, a factor of two higher X86 performance would trounce all other contract fabs [like TSMC], leaving even superior alternatives at a low end loss. AMD is not a large concern. It's a minor play. WINTEL must do what it has been doing so well, so long so that backward compatibility of a billion computers can remain talking with one another, and so that alternatives CANNOT dominate WINTEL. That, so far, seems inevitable. Alternative hardware and software must yield to the $10T installed global WINTEL base.
What does that mean? It means that they want, above all, UR MONEY. Nothing but that. One excellent way to your money is through your belief system - a delusional process not based of fact at all. You are easy pickens because you see things that are not there. You see stock prices which have not appeared. Proof of that is abundant here on this board every hour of every day. Are you morons the only schizophrenic targets? Of course not. Rich or poor, schizophrenia reigns supreme across all "opinions", throughout all religions, and across almost all "belief" systems - hardly ever based on objective facts. Look again at all the long and shorts here. Schizophrenia reigns absolutely supreme. And it is that which will empty your gullible wallets as fast as any casino.
Do you get lucky now and then? Absolutely so. It's called dumb luck, if you need a label. Dumb luck is dismissed ONLY if good luck is repeated for many years. Then, it is called "talent" - factual objective talent. Of course, that comment went in one ear and out the other. I know that for sure. You surely are the rare exception IN YOUR MIND. That's actually more schizophrenia.
You cannot be helped. It's a human disability that dates back to one of Mother Nature's basic flaws. She exhibits so many of them. Thus, there ya go again. You're convinced that you are normal. [More schizophrenia]. You are NOT normal or healthy. You are an easy target, gullible moron, who's money shall be gently removed from your wallets to smart wallets.
Look no further than the morons on this board for all the evidence of these truths..
YES, there is indeed a way to know if I am lying. Unfortunately, a brain is required. That leaves you out of the inside track. Looks are temporary but dumb is forever. Thus, being ugly at 50 totally eliminates you.
Watch their lips carefully. If they move, they are lying or exaggerating. If the print something, throw away your magnifier lenses and rent an electron microscope to read between their lines. That especially goes for the financial qtrly reporting, carefully designed by shifty execs for gullible morons.
Do any of you, even one of you, really think that smart money believes game chips demand, or for that matter, game chips production volume? If you do, then the smartest money oughta hire YOU. They are fools next to YOU.
And lastly, even IF global foundaries were to convert all those prepaid (by AMD) wafers, do you actually believe that, after all these years of trying, GF will all of a sudden start banging out millions of game chips for AMD after never once doing that for AMD before? Does that mean that AMD just #$%$ away $400MM to GF?
LOOK OUT!!! Amd lips just quivered!
You ACTUALLY believe that demand outstripping supply is a GOOD thing? Where on earth did you acquire such a mind? Frankenstein transplant?
Why did you REPOST the same hype AGAIN? Did you not read your replies the first time.? Can you even read? I just addressed the word "TRUST" below. The llack thereof at AMD is one of the tip top problems at AMD. Try a class on "Clear Thinking". You need it badly.