Stupid masochist. Even if Windows 10 were going to drive revenue to AMD, which it isn't, the fact that its release date is so well known and has been for so long means that there's zero reason for the stock to react at all to that release on that date.
Just take Lisa Su's warning, heat it over the stove, and jab it in your eye.
But leave the message boards to the adults.
His increased activity the past month or so only makes today's news all that much more pleasant.
The WSA is how much AMD pays GF, minimum. How many wafers GF manufactures for AMD is a different story.
AMD will negotiate a $800M agreement for next year. Because it's dying.
I told you that even before they started hyping them.
Rule 1 of predicting AMD: It's impossible to underestimate them.
Did you predict any of this?
And did you tell anyone you did? Or did you just continue pretending AMD was going to improve?
The tech isn't there.
AMD's tech is behind Intel's and nVidia's, and there's really nobody else AMD is trying to compete with.
AMD makes last year's products and hypes them like they're next year's. A few dopes buy them and everyone else walks past to get the good stuff from other vendors.
AMD is incompetent from the transistors to the boardroom.
They're canning an ineffectual and redundant President, a sputtering Mobile chief, and the guy who came up with those ugly wristbands thinking Intel could be Apple.
The only one of significance is the Mobile guy, and it's of significance because the new person should be better at it.
What does this have to do with AMD? Nothing at all. Everyone at AMD needs to be fired, and not replaced.
Stupid trolling masochist.
Microsoft has no intention of buying AMD. They're more likely to just shift their gaming console business to nVidia, to have a source with a future.
But why would you be dumb enough to think you're that lucky, or that anyone should risk their money on your failure to do actual analysis?
Bernstein's shirt position makes them the only credible source on the subject of AMD.
Even Lisa Su said to expect nothing out of this company for five years.
It's anyone who is long or recommending this stock who needs to be investigated for fraud.
The only reason to buy AMD is to launder money while acquiring it and stuffing it into bankruptcy.
You're the one who just said a merger wouldn't work because of the company's stock price and you're trying to imply you have more M&A experience than a chimpanzee?
You think AMD can't merge because it's... stock price... is too low?
Just how hard did those nuns hit you in the head every morning?
From here the gain is always 100%, and there is no risk of losing a nickel.
This is the best short in the market. Has been since 2006. Nothing AMD has done has ever convinced me otherwise. Everything it is doing is only cementing its fate.
Barrons writes, according to professionals at Bernstein, that the hypothesis that Microsoft would save $1.26 billion makes a simple error in analysis, and the speculation that Microsoft would want a hardware company runs counter to its recent strategic decisions.
"Microsoft is paying AMD $100 / Xbox chip (more likely ~$70-$75 currently according to Mercury Research) ... what they would actually save in such an event is the gross profit they are paying to AMD on the chip purchases. In fact, AMD’s gross margins on their console chips are low ... Microsoft might save, AT MOST, $150M-$200M through such an action. And, we note that the current purchase agreement has cost-down already built in, suggesting that the price Microsoft is paying today will continue to go down in the future as the production costs of chips go down."
"Microsoft is moving more and more away from hardware products, and 'a direct purchase (with a current enterprise value of ~$4B) would involve Microsoft taking on a hugely loss-making, shrinking, cash-burning business in significant disarray.' Not to mention that as the supplier to Sony (SNE) for its PlayStation 4, AMD would drag Microsoft into supplying its own chief gaming competitor."
Let me repeat the important part of that: "HUGELY LOSS-MAKING, SHRINKING, CASH-BURNING BUSINESS IN SIGNIFICANT DISARRAY."
That's what the professional financial analysts say, anyway. So what were AMD and Microsoft discussing "months ago"? Any thing they wanted to discuss. They're in business together on a number of fronts. But not this. The rumor of a buyout is purely ridiculous.
My basis is in the teens.
AMD will never see that again. It will probably never see 3 again.
Keep buying, though. Your cash in my pocket and my old gum wrappers in your safe deposit box is how this works.