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Advanced Micro Devices, Inc. Message Board

monopolyrantbot 16 posts  |  Last Activity: Feb 14, 2014 11:15 AM Member since: Sep 2, 2011
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  • monopolyrantbot monopolyrantbot Feb 14, 2014 11:15 AM Flag

    Forza nVidia!

  • Reply to

    GS upgrades AMD to Outperform

    by nicoboy.boot Feb 12, 2014 7:32 PM
    monopolyrantbot monopolyrantbot Feb 12, 2014 8:06 PM Flag

    You're on a roll. I sent this one along too. They'll have all kinds of questions for you.

  • monopolyrantbot monopolyrantbot Feb 12, 2014 8:01 PM Flag

    I hope you don't mind. I just forwarded this post to the SEC. Let us know what they say when they contact you, m'kay?

  • monopolyrantbot monopolyrantbot Feb 12, 2014 7:34 PM Flag

    Makes no sense. Apple's new 64-bit A7 ARM SoC is much, much faster than any x86 AMD APU, and is 100% compatible with Apple's iOS content base, a prerequisite to leverage the App Store and iTunes content on the Apple console. Apple would never even consider using slower, incompatible AMD silicon when Apple's own native technology is far superior.

    However, Apple has agreed to sample the 14nm Intel mobile chip and compare it against Apple's next generation ARM designs. There's a slim chance Apple may go all Intel for its CPU and SoC needs next year, but absolutely no chance whatsoever that Apple will ever use any AMD CPU, APU or SoC. AMD is more than two technology generations behind both Apple and Intel in this context.

  • Reply to

    Samsung to AMD: "You're FIRED!"

    by amd_dying Feb 11, 2014 2:24 PM
    monopolyrantbot monopolyrantbot Feb 11, 2014 6:46 PM Flag

    Does Lenovo even sell AMD-based systems anymore? I don't think they do.

  • monopolyrantbot monopolyrantbot Feb 11, 2014 4:01 PM Flag

    When NVDA reports we'll see how much market share NVDA took away from AMD despite the R9 launch and fire-sale price cutting by AMD.

    Once it's clear that AMD is losing money and market share on both GPUs and CPUs, we'll see a major correction in the share price back to a fair value in the mid 1s.

  • monopolyrantbot by monopolyrantbot Feb 11, 2014 3:18 PM Flag

    Abu Dhabi's investment branch has been systematically looting AMD of everything that is not nailed down. They have done this by deliberately under-investing in GF's infrastructure to ensure that GF could not deliver competitive chips to AMD who, nonetheless, remained on the hook to buy from GF, then charging AMD extortionate penalties of $0.75 billion to allow AMD to source from other fab vendors.

    After having looted AMD of much of its free cash, to the detriment of other investors and creditors of AMD, the Arabs announced plans to invest $10 billion in 100% Arab-owned GF to bridge the gap between it's badly aging and inferior manufacturing and that of competitor TSMC, but not one single penny in ailing, cash-starved, R&D absent AMD.

    Why would the Arabs do such a thing? Because they are working with Apple to replace AMD as GF's principal fab services customer. Those came jocks will be laughing all the way to the bank after leaving the fan boys holding the bag.

  • monopolyrantbot by monopolyrantbot Feb 6, 2014 6:07 PM Flag

    Google and Intel are taking away AMD's low end laptop business. 3 out of the 5 best selling laptop models in the world are Google Chromebooks using a Haswell processor.

    Intel is taking away AMD's mid and high end laptop, PC and server business with Xeon and Core i5 and Core i7.

    AMD's latest and greatest top model Kaveri APU struggles in both CPU performance and integrated Graphics against Intel's low end Core i3.

    The independent SPEC server benchmarks for Intel's currently shipping Avoton, when compared with AMD's own internal SPEC server benchmarks for its ARM server chip which doesn't even sample until March, shows that 22nm Avoton already has a 65% performance per watt advantage over the AMD chip. When the AMD chip finally ships at year end, it will be up against a 14nm Atom that extends the performance per watt advantage. The number one metric used by data center IT buyers is performance per watt.

    NVDA already stole AMD's R9 thunder with a sneaky blindside release of the latest GeForce Ti before the ink was dry on AMD's R9 launch press releases, but life will get truly unlivable for AMD's GPUs in 2014 when the R9 will be beaten bloody by a brand new GeForce core.

    Sony's PS4 is the best selling console, but Sony looks to be ready to fold with massive losses. Console revenues are in decline and will remain so through Q4.

    With AMD seeing revenues in semi-custom, servers, laptops, CPUs and tablets all in contraction through the rest of the year, the share price will certainly rest to a much lower base. But how low? Could it trade below $2 soon?

  • monopolyrantbot monopolyrantbot Feb 6, 2014 2:41 PM Flag

    Hey look! There he goes talking to himself under different IDs again! What a crack up!

  • monopolyrantbot by monopolyrantbot Feb 5, 2014 5:06 PM Flag

    Clearly they have merit and are "easy win" cases. The way class action law firms work is to secure a percentage of the total judgement or settlement awarded to the class of plaintiffs. These cases are extremely costly to bring due to the cumbersome notice requirements, etc. The firms rarely take any but "slam dunk" cases as a result since the resources they extend before seeing a dime, or not, will be substantial.

    The fact that 9 different firms have joined the dog-pile tells you that legally AMD is scrooed. Rory couldn't keep his big mouth shut, and in Q2 told everyone about the HUGE demand the company was seeing for newly introduced APUs only to change his tune the very next quarter and tell investors that A{Us were stacking up in inventory and would be written down.

    Figure AMD will have to come up with hundreds of millions of dollars to end these lawsuits. That's hundreds of millions it won't have for R&D, repayment of debt and funding or payroll and operations.

  • monopolyrantbot monopolyrantbot Feb 5, 2014 1:59 PM Flag

    Well-researched and well-stated.

    No argument here. You call it dead right.

  • monopolyrantbot monopolyrantbot Feb 3, 2014 5:10 PM Flag

    That's just plain cold.

  • Reply to

    Longs have you noticed that.......

    by techtradeguy Feb 3, 2014 3:53 PM
    monopolyrantbot monopolyrantbot Feb 3, 2014 5:04 PM Flag

    Why did you quit posting under "ruckpral"? Is it true that Yahoo! banned your ID due to your repeated public outbursts about your love of sodomy and relations with animals?

    That's what I heard. Maybe you could confirm for us?

  • Reply to

    Longs have you noticed that.......

    by techtradeguy Feb 3, 2014 3:53 PM
    monopolyrantbot monopolyrantbot Feb 3, 2014 4:06 PM Flag

    Speaking of changing IDs, where'd ruckpral's original ID go and why is he now posting under multiple new IDs including ybfisafairy and inteldonptplayfair?

  • Reply to

    I looked at the AMD64 patent...

    by amd_is_a_techloser Jan 31, 2014 7:39 PM
    monopolyrantbot monopolyrantbot Jan 31, 2014 8:14 PM Flag

    Are you surprised?

    Look up "Shawn Hailey" and read about how AMD hired him (who later became her) and his (or is that her?) brother to steal Intel's 8080 microprocessor design so AMD could make cheap knock-offs.

    Ripping off their betters has been AMD's R&D strategy since the very beginning. AMD designing something that isn't particularly innovative and requires permission from Intel to duplicate is par for the course.

  • monopolyrantbot monopolyrantbot Jan 31, 2014 8:05 PM Flag

    I think it all depends on pricing. Intel, who right now has no competition for Avoton in the high density server space, charges an arm and a leg for the chips. The SRP on a high end Avoton is $270. That represents a margin of 1200% or something crazy like that. Avoton is a tiny 22nm Atom chip that costs very little to make, but in the absence of competition, Intel's prices are high and its margins obscene.

    How cheaply can AMD design and have made 28nm A1100 ARM chips? Certainly AMD's manufacturing costs will be substantial. It's a bigger chip on an outdated process and AMD has to pay a fab partner to do the manufacturing, so AMD's costs will me a lot higher, but maybe AMD can live on near zero margins. Intel can't. Intel has a profit machine to keep running. AMD has lost money in more quarters than it has turned a profit over the last 40 years and pays no dividends. Each Atom or A1100 sales is a Xeon or Opetron sale lost, after all.

    Pricing is the big mystery. Avoton and its successor have the advantage of being faster, more efficient, cheaper to produce and 100% compatible with existing data center applications. That gives Intel some pricing power; you can generally charge more for superior products as we've seen time and again (Xeon vs. Opteron, Sandy Bridge/Ivy Birdge and Haswell vs. AMD's Bulldozer line of APUs and CPUs etc.). AMD's ARM chip has some huge disadvantages beyond worse performance. It's incompatible architecturally with the existing datacenter software stack so swicthing costs will be high. AMD struggles to make decent chips using an architecture it has used for 30 years; ARM is new to AMD. AMD doesn't look to be long for this world financially.

    On the other hand, this market is all about cheap. The whole reason cloud purveyors want high density servers is to cut energy costs. It's a product that's all about saving money. Intel can undercut AMD, but will it make enough profit when it does?

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