AMD chips in both notebooks & all-in-one desktops is excellent headway AMD is making into Dell. That is due to Rory Read taking the COO position at Dell. Rory Read leaving AMD even brought some positive effects.
I agree the styling is not the best. Obviously it's not something from Giugiaro,
It is an engineering tour de force however. Aluminum and carbon fiber body, carbon ceramic brakes, perfect 50/50 weight distribution. 510 HP exceeds the 480 HP quoted earlier on various auto sites.
Still the Germans will be very difficult to beat.
That is the date the new Alfa Romeo will be unveiled in Milan.
"The sedan has been delayed a number of times, its debut pushed from 2011 to 2013 and later to 2015 as Sergio Marchionne, who headed Alfa Romeo at the time, took issue with the proposed car's styling."
In that case it better look sensational, as it definitely has to if FCA is going to mount a serious challenge to BMW. Can't wait to see it.
Incredibly, 7 or 8 new Alfa Romeo models are coming in the next few years.
Northland Capital Markets initiates coverage on AMD (NASDAQ: AMD) with a Outperform rating and a price target of $5.00.
Analyst Gus Richard commented, "Investors have decided that AMD has hit the iceberg and they are waiting for the ship to sink. However, we believe that AMD still has time to avoid the collision, and if all else fails investors will be bailed out by the lifeboat of M&A. While AMD is currently very far behind Intel, we believe that the company has put in place a plan to significantly narrow the gap over the next couple of years"
Richard highlighted the following key points:
1. A Closer #2 Would Be a Huge Win For AMD: We believe that AMD has a strong design team working on the new Zen process core due out next year. We believe that this will be a significant improvement over its current product offering, and may enable AMD to once again be a viable second source to INTC in the data center.
2. AMD’s Unrecognized Assets: We believe that shifting existing data center workloads from x86 to other CPU architecture would require a herculean effort to re-write the existing software. For this reason, we continue to believe that x86 will continue to dominate the server market and this also explains the lack of traction for ARM based servers.
3. New Management a Plus: Over the last couple of years AMD has reduced Opex by $500M and refocused its R&D efforts. While a very distant second, we think AMD has a sound strategy given its resources and its current market position. Moreover, we think the company has a very strong design team working on the Zen processor and the performance gap between AMD and Intel will be significantly reduced with the introduction of the Zen processor.
Toyota has 5 brands and FCA has 9. The combined company will have 14 brands. Too many - don't you think? I believe that is the primary reason Toyota doesn't want a merger.
Not even 400 this year. The new alfa won't show up in dealers till 2016. Got another year to wait for those who want one.
Unlike the MiTo, Giulietta, Brera, GT which all have FWD, this and future models will have rear wheel drive to better appeal to auto enthusiasts (4 wheel drive might be an option). It will be available with a Ferrari-designed V6 engine with twin turbochargers capable of 480 HP. Also available will be a 4 cylinder engine with twin turbochargers.
Marchionne says FCA is going to challenge BMW for automobile supremacy in the premium segment of the market with a series of new Alfas.
These sound like good ideas to get into the higher end market where the margins are higher.
According to the CFO, "Tegra Processor sales increased 29 percent due to automotive infotainment systems and development services." The 29% increase is a sequential increase, not year over year. That is not too bad.
For notebooks and tablets, no doubt Intel's subsidies for adoption of Atom hurt tegra sales.
Fiat has already bought back a ton of stock last year from the shareholders who voted against the Fiat-Chrysler merger and turned in their shares. I even wrote back then that the buyback was like a good stock buyback program. The buyback was required by Italian law. I am surprised they are thinking about buying more at these levels. Maybe if it pulls back substantially.