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Intel Corporation Message Board

wi11ie_mccoy 18 posts  |  Last Activity: 3 hours ago Member since: Jun 2, 2006
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  • Reply to

    Hynix Lists AMD HBM GPUs

    by virtualedge 10 hours ago
    wi11ie_mccoy wi11ie_mccoy 3 hours ago Flag

    AMD HBM GPUs
    Carrizo APUs
    20 nm console SoCs
    FreeSync monitors made by Samsung

    imo, these products mean 2015 will be very compelling for AMD, and
    the problem for shorts @ Q4 ER is that forward guidance will be
    much better.

    Sentiment: Buy

  • Reply to

    GEORGE SOROS BOUGHT 1M SHARES AMD...Read

    by pro_stock_picker Nov 14, 2014 6:09 PM
    wi11ie_mccoy wi11ie_mccoy Nov 24, 2014 2:01 PM Flag

    Soros has probably been buying more AMD stock
    on this Samsung FreeSync monitor news.

    Sentiment: Buy

  • Reply to

    Alex Cho Nails It in his AMD Analysis

    by bowjagger Nov 23, 2014 12:50 PM
    wi11ie_mccoy wi11ie_mccoy Nov 23, 2014 3:14 PM Flag

    No internship??? Very interesting.

  • Reply to

    The sub ject of amd maybe going BK

    by tpdave1 Nov 22, 2014 2:17 PM
    wi11ie_mccoy wi11ie_mccoy Nov 22, 2014 5:01 PM Flag

    I suggest you cover. The Samsung FreeSync monitor news is big.
    Apple, with all its cash had its hands full dealing with Samsung.
    NVida's legal bills for at least two ongoing lawsuits will suck the
    life out of its R&D budget. Samsung will make NVida pay both in
    legal fees and in market share. Samsung intends for its ITC action
    against NVida to directly help AMD, as a punishment.

    Sentiment: Buy

  • Reply to

    AMD Bankruptcy Risk Analysis...

    by jimkellerisblinderthanhelen Oct 21, 2014 3:18 PM
    wi11ie_mccoy wi11ie_mccoy Nov 21, 2014 6:58 PM Flag

    Soros' purchase of 1 Million shares of AMD stock.
    Samsung producing FreeSync monitors.
    Capcom the latest developer onboard with AMD's Mantle API.
    AMD is on time to release Carrizo family of APUs in H1 2015.
    AMD is on time to release 20 nm XBOX an PS chips in 2015.
    No AMD debt is due until 2019.

    Trying to sell an AMD BK analysis in this environment is
    really desperate.

  • wi11ie_mccoy wi11ie_mccoy Nov 20, 2014 11:36 AM Flag

    Qualcomm does not have AMD's expertise with server chips,
    but they have just validated AMD's ARM server CPU strategy.

  • After losing Apple's iPad business, Intel has bled $7 billion
    while heavily subsidizing cheap x86 Atom Android tablets

    Excerpts:
    Over the last two years, Intel's mobile chip division has lost
    $7 billion while heavily subsidizing the manufacturing costs
    of Android Atom tablet makers. It now plans to phase out those
    generous incentives, which will make it more expensive for
    iPad competitors to dump cheap tablets into the market.

    Rasgon wrote, "Our analysis suggests that Intel will likely not
    be selling tablet chips in 2014 for much above costs, with gross
    margins approaching zero, even before adding rebates into the
    mix." She calculated that Intel's rebates to manufacturers in
    2014 amounted to around $2 billion.

    Morgan Stanley analyst Joseph Moore recently estimated that
    Intel's Mobile and Communications Group will lose $4 billion
    in 2014. That's an astounding $7 billion lost across two years,
    three years after Intel announced its partnership with Google
    to support Android.

    Intel's Atom bombs the benchmarks

    It's also not clear why Intel seems to think Atom is competitive
    with ARM. "We don't take any competition lightly, but we're
    confident that our Intel Atom (Bay Trail) processors will
    continue to be the performance and performance per watt leader,"
    an Intel spokesman was cited as saying in a report by EETimes.

    However, Intel's Bay Trail Atom Z3745 used in Lenovo's Yoga Tablet 2
    Pro (a top scoring Android tablet) delivers CPU benchmarks closer
    to a two year old iPad 4, while its "Intel HD" graphics deliver
    the worst GPU benchmarks of any recent tablet we tested, and about
    one quarter the scores of iPad Air 2.

    Intel apparently thinks that Intel is a valuable brand that people
    will go out of their way to buy even if it doesn't work in the
    minimally utilitarian fashion that people expect from products
    bearing a Intel logo.

  • Reply to

    AMD 20nm GPUs On the Horizo

    by wi11ie_mccoy Nov 11, 2014 7:46 AM
    wi11ie_mccoy wi11ie_mccoy Nov 11, 2014 2:33 PM Flag

    My money is on AMD, and for more reasons than ramping on the 20 nem node.

  • Reply to

    AMD 20nm GPUs On the Horizo

    by wi11ie_mccoy Nov 11, 2014 7:46 AM
    wi11ie_mccoy wi11ie_mccoy Nov 11, 2014 2:19 PM Flag

    "Net-net? AMD will remain in the same lousy position it is in currently in GPUs,
    moving larger volumes but making less per chip in ASP."

    You don't know the outcome, nobody does. NVidia could have major problems
    and delays moving to 16 nm. What we do know is that Amd is ramping production
    now on the 20 nm node. AMD will be competing with nvda's 28 nm GPUs with
    20 nm chips in at least some of their products, the advantage goes to AMD in
    the short term.

  • Reply to

    AMD 20nm GPUs On the Horizo

    by wi11ie_mccoy Nov 11, 2014 7:46 AM
    wi11ie_mccoy wi11ie_mccoy Nov 11, 2014 1:59 PM Flag

    Yes, you did, but I felt he needed another trip to the woodshed.

  • Reply to

    AMD 20nm GPUs On the Horizo

    by wi11ie_mccoy Nov 11, 2014 7:46 AM
    wi11ie_mccoy wi11ie_mccoy Nov 11, 2014 12:47 PM Flag

    Just deal with it, twit. Nobody cares about your windbag opinionated
    spin of this news.

  • wi11ie_mccoy by wi11ie_mccoy Nov 11, 2014 7:46 AM Flag

    TSMC Ramping 20nm Volume.

    According to a Digitimes report TSMC has just hit a monthly
    revenue record, exceeding $2.62 billion for the first time ever.

    Revenues generated from 20nm production accounted for 10% in Q3.
    TSMC is ramping up 20nm volume and expects to double 20nm
    revenue by Q4 to exceed 20% of overall Q4 sales.

    AMD confirmed during its second quarter earnings call back in July
    of this year. That the company has plans to ship a myriad of 20nm
    products in 2015. Including 20nm professional graphics and client
    products.

    Sentiment: Buy

  • wi11ie_mccoy wi11ie_mccoy Sep 18, 2014 9:08 AM Flag

    PowerWaste has no more to do with any rise in ZGNX,
    than he did stopping the recent fall in stock price. He's
    just an egomaniac with delusions of controlling stock
    prices.

  • wi11ie_mccoy wi11ie_mccoy Sep 18, 2014 1:28 AM Flag

    "Put your money where your stuff is." Great!
    Now bite down real hard!

  • wi11ie_mccoy by wi11ie_mccoy Sep 10, 2014 6:16 PM Flag

    Two buy, or buy cover, trades occurred in AH
    totalling 306,600 shares (about $1,250,831).

    Sentiment: Buy

  • For anyone that missed the complete interview...

    Rory Read AMD’s Chief Executive Officer revealed in an
    interview with Bloomberg that AMD is targeting the first
    quarter of 2016 for product launches based on AMD’s
    latest technologies.

    AMD is currently working on multiple product designs that
    will utilize new technologies. Those include two custom
    high performance CPU cores both ARM & X86 based, 3D
    stacked High-Bandwidth Memory or HBM for short,
    Processor-in-Memory or PIM for short and advanced 14nm
    FinFET manufacturing process. Stating that AMD will have
    to endure some rough patches in the next 18 months before
    the new designs begin to bolster sales.

    Rory reaffirmed that the product roadmap & launch schedule
    is much more reliable than ever before. With AMD engineers
    proving they can deliver new designs on time.

    AMD still has several upcoming products before we see K12
    in the first quarter of 2016. Carrizo APUs are coming next
    year along with new 20nm pin compatible x86 & ARM SOCs.
    However we won’t see next generation high performance FX
    CPU products until 2016. This was previously confirmed by
    AMD’s CVP & GM of the client division Bernd Lienhard
    during a Q&A session in APU14.

    The new CPU core will very likely be accompanied by a new
    socket and an enthusiast chipset. It’s still unclear if
    AMD is going to introduce a unified socket for both APUs
    and high performance CPUs or if they’re going to maintain
    the current market segmentation.

    On the GPU side of the AMD equation we still see a lot of
    products coming from the red team both short and long term.

    News has been consistently trickling of AMD working on GPU
    designs that will incorporate 3D stacked High-Bandwidth
    Memory. Namely the 20nm Pirate Islands family of GPUs
    beginning with the flagship Fiji GPU coming next year.
    Even though we have to wait until 2016 to see AMD’s
    new CPU designs in action, 2015 remains to be a very
    exciting year for graphics.

    Sentiment: Buy

  • Reply to

    The CEO who does not care about investors

    by masterwallstreet Aug 29, 2014 10:14 PM
    wi11ie_mccoy wi11ie_mccoy Aug 29, 2014 11:57 PM Flag

    Geesh, you certainly like repeating yourself. You're like an old
    man that repeatedly tells everyone the same story over and over.

    Don't take my word for it. Just review your past posts.

    You really need some new material. If you own amd stock, sell it
    and you'll feel better. If you don't own amd stock, short it. For
    goodness sake quit whining.

    Sentiment: Buy

  • That's a decline of -13,274,902 shares from 153,192,755 shares
    short in the prior reporting period, or a decline of 8.7%.

    The new short interest, as of Tuesday August 28, represents
    22.7% of float and 5 days to cover, using an average volume
    of 28,957,312 shares.

    However, using an average daily volume for the last 5 days
    of 10.09 million shares, the days to cover jumps to about
    14 days. If this low volume trend continues, it's bad for shorts.

    Shorts seem to be jumping ship.

    Sentiment: Buy

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