i think we will be hearing much more regarding alliances with amd,gf and samsung. samsung is probably the most aggressive company on the planet. if amd and samsung have something exclusive based on combined manufacturing technologies it will give samsung an apple like hold on certain technologies. with the ibm technology on board maybe there is a synergy there as well.
nintendo and set top wins. windows 10 is being tied to xbox, windows 10 may have some extra tricks with an apu inside. an android hypervisor? ps intro in china. stacked memory will be very big,
high speed memory, hsa, a protected security processor, 24 cores, 4096 gcn's cores is my guess. with this maybe amd can get a few % back from intel. imagine only on car company in the world and all of the business in the world that need cars can only deal with one company. hp, dell, asus, lenovo, acer or amazon, google, msft - whats the difference? nothing, they all have only one choice. whats the difference between the saudis and intel? nothing.
they built cash and big write down. sounds like carefully managed cash flow positive. ceo cleans house at the top, goes after china market, new low power 4096 cores coming. windows 10 with a full parallel safe security processor on the side (android?) much less infections? i'm thinking microsoft is excited.
the possibilities are endless. it will take a while for developers to start using this paradigm. hsa is a little tougher for developers to get their hands around but i see big opportunities in the medical field.
even at 5b - 2b cap, 2b debt, 1b shareholders. thats chicken feed for apple and if the new apu is what some are saying apple drives their own roll out cycle. has instant foot hold in set top, consoles. they own the world at that point.
apple is aligning with samsung for arm chips then apple starts making their own a9 a10. low end ios gets the "A" series. several recent articles say that apple is not happy with intel. apple has no viable graphics division. apple is moving to arm for i-mac, apple owning amd with its i.p. and relationship with gf,samsung seems like a logical no brainer - cut the cord completely with intel , amd has the goods to do it.
from an article today "If you remember a month ago we reported that Nvidia is listed under TSMC’s partners list for 16FF while AMD was suspiciously absent. On the GPU front this development means that AMD’s decision to make FinFET GPUs at Globalfoundries will soon pay dividends. As the delays faced by TSMC will not affect AMD’s schedule with Globalfoundries. We’ll continue to follow this closely as it’s interesting to see how this plays out and if it leads to any competitive advantage or disadvantage between AMD and Nvidia."
cory said last july they had the power spec solved and it was multi-year scalable. if they have the power solved, then they have heat and form factor solved - that means apple, google, amazon pile in with pancake boxes with high end features.
i think the new ceo has identified a few areas that amd will target hard and the current mngt wasnt aligned. what it tells me is that amd is about to change directions. they are likely on the pivot of several technologies that they have been working on. my guess is set top entertainment, arm, gaming and specialty imaging (standards based), dual 86/android, all-in-1's for china and windows 10 apu units. the current management was pc's and ati cards.
the whole gf alliance is something big in the making. samsung, ibm chips, apple, google amazon - something is going to break out.
the sdn purchase probably puts sons close to what mav is doing in the virt and sdn space. ray seems to be quick to purchase what they need to fill in the gaps, in fact he has done an excellent job seemingly making sons relevant. why he bought 2m shares only he knows.
sons needs a major score. when that happens there will be a whale that can parley the win. its indian poker at the moment.
google is probably close behind with a android device set top, maybe on bluestacks soc with full graphics. mantle could be the glue. the battle for the set top is on. i have a fire stick. it plays basic games. other than xbox for set top there is nothing that plays full frame deep pixel shader graphics. the ceo clean out at the top is likely due to a re-focus in this area,
mav is up 13% today, sons buys companies and they go down. mav address only next gen comms with diameter and virtual. sons address full suite telco paradigm. mav is roughly half the sales of sons with its narrow focus of diameter and ims. so therefore sons should have another 34m per quarter if they get to the place mav is for ims and diameter. seems to me sons has some sales ramping to do. with their total addresable market - where is the beef?
sons is being conservative on guidance. sons has most of the angles covered and is integrator agnostic. pt - diameter, sdn and virtual, webtrc, hd i believe 2015 is the year of the sbc ramp. my conviction does waiver when i see guidance like this and reverse splits - unnerving but it is risky to not be in sons and have the cap double on a few good upside surprises and customer wins. if ray is crazy enough to purchase 2m shares and not have the goods then i am crazy enough to follow him.
the fact that sons is giving guidance that has growth along with a 5 for 1 split is enough for mm's to take a position. share price, growth, cash, no debt and market position is what brings in smart money.