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Activision Blizzard, Inc. Message Board

some_one_speaking 6 posts  |  Last Activity: Jun 24, 2015 10:58 AM Member since: Jul 22, 2010
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  • Reply to

    QCOM take over of AMD

    by michael_valle2001 Jun 24, 2015 10:07 AM
    some_one_speaking some_one_speaking Jun 24, 2015 10:58 AM Flag

    While there are a lot of exciting things with tons of upside potential, I don't think anyone is buying out AMD anytime soon.

    QCOM is still flirting with a Chinese manufacturer. [Semiconductor Manufacturing International Corp], SMIC ticker SMI.

    http://www.wsj.com/articles/qualcomm-forms-venture-with-chinese-firm-1435113128
    https://en.wikipedia.org/wiki/Semiconductor_Manufacturing_International_Corporation

    Then there's yesterday's Seeking Alpha speculatron 9000 article
    http://seekingalpha.com/article/3278115-qualcomm-may-acquire-amd-this-could-trigger-significant-upside-for-both-stocks

    At the least it seems that QCOM might be ready to license some AMD tech, at the most a buyout.
    Middle of the road AMD and QCOM use SMI to produce stuff at a 28nm level.
    https://www.qualcomm.com/news/releases/2014/07/03/smic-and-qualcomm-collaborate-28nm-wafer-production-china

    Winner either case SMI, and I'm already kicking myself after looking at the charts for it.
    $4-$6 in the last few months, a %50 gain, yearly highs and clear green on the financials here on out.

    My reservations with SMI is 1) It's China. and 2) The company is incorporated in the Cayman islands.
    There's a certain level of trust and red flags that I need to overcome when it comes to the Chinese stock bubble and shady tax havens in the American market.

    Either way, if you are making a play like this spread the love around and make a diverse synergy portfolio out of it. AMD, QCOM, SMI. If you win - all your plays win. If not, well all your plays won't loose. QCOM is solid as it is, and it *looks* like SMI is pretty solid. AMD is the shaky grounds here, but they have a LOT of upside potential. You got in at $2.28 which is a great price. I don't think you are going to loose on that esp given everything else going on with AMD.

  • Reply to

    Still a Bull

    by iolanthealbertaebr Jun 23, 2015 1:10 PM
    some_one_speaking some_one_speaking Jun 23, 2015 1:33 PM Flag

    Sold off 15% after buying the dip.
    This recent run made me some $$. I think I should capture some of the profits.

    We are going to find a new floor and I'll dip back in. I doubt it will be $2.25 and with all the recent deals with major players I think we are going to see some surprise quarters coming up. Guestimating $2.35-2.50 The next quarter is anticipated a -$0.10 / share. A bit of an odds game, but I think AMD has a good shot at beating it, especially with windows 10, DX12, and their new line of GPUs.

    I'm also still a bull, but I had to play the odds and keep some money. Still in 85% and will re-dip when I see a new floor.

    Keep a close eye on things because it's going to be a wild ride this coming year. AMD has far more upside potential than downside at this point.

    Sentiment: Hold

  • some_one_speaking some_one_speaking Jun 22, 2015 12:56 PM Flag

    $49 at the events leading up to the crash of 2008. It never made it up past $10 in a large part due to the financial depression.

    Shortly after Windows 7 was released, was a flash of new hardware buys which gave it a run from $4-$9.60 in the last half of 2009. Really unless you have had a ton of shares from before the crash of 2008 you haven't really been impacted.

    AMD does not have a dividend so you would really be a fool to hold on to this stock for years on end just parking your money for 8 years in a single asset.

    Here we are on the brink of Windows 10, along with DX12 which Mantle helped to push, DDR4, and HBM that will again push for new hardware sales to replace aging Windows 7 machines. If DX12 allows AMD GPUs to be on par or better for the value with NVIDA, then people are going to choose AMD over NVIDA. Their PhysX shell game is over.

    AMD just got contracts with Apple, Samsung, possibly Qualcomm, and most likely renewing their contracts with the major gaming consoles Microsoft, Sony, and Nintendo as well. AMD powered Xbox One, and I have a good feeling Microsoft is going to want to play nice with AMD for the near future so their OS works seamlessly around their family of products. While there may be a small contraction from the recent spike, I don't think we are going to test that $2.25 floor again for a while.

  • some_one_speaking by some_one_speaking Jun 2, 2015 3:34 PM Flag

    I'm tired of going into retailers like Best Buy and seeing 90% Intel/Nvidia combos and the only AMD option being a single low-end AMD computer. There are much better AMD chips out there and they are never on display for the public to see. So the public only sees low end options for AMD and that's all they think of AMD.

    AMD should take Intel and NVIDIA's ability to limit market choices away from them and start selling their own laptops / tablets and PC's directly. They can continue to license and 3rd parties can continue to sell their own based off reference such as in the GPU arena. However I think it's past time to stop allowing Intel to use their market position to pay off retailers to limit AMD choices. AMD should start offering their own line directly to the consumer.

  • Reply to

    waited 40 years for AMD to "become" something

    by sebyannn Jun 1, 2015 2:55 PM
    some_one_speaking some_one_speaking Jun 1, 2015 6:02 PM Flag

    LOL right before the launch of a major OS and on the cusp of some major contracts?
    Ok thx4playing g8 b8 m8.

    Please drop the value of this stinker.

    Sentiment: Strong Sell

  • Reply to

    OK seriously...

    by cesmith_777 May 20, 2015 11:10 AM
    some_one_speaking some_one_speaking May 20, 2015 11:50 AM Flag

    Consequence of too much money in too few hands. All we can do is try to anticipate their little games and hang on for the ride.

    You would think a good earnings release like that would cause the price to go up, but there are some definite patterns here. Whoever is doing that massive dip is running out of space to do so. I did a little bet and put a buy limit order and it triggered around 11AM. (thank you whoever is manipulating this. cheap buys for me!)

    Look at 5/18 between 10:30 and 11:00AM and today (5/20) between 10:30 and 11:00AM.
    A bit orchestrated don't you think?

    So I would say exercise patience because these dips are irrational, and irrational moves make me money.

    Sentiment: Buy

ATVI
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