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1.  Um, GOOG is tanking A/H 
So, uh... yeah
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Advanced Micro Devices (AMD)
  longnetflix   21-Jan-10 05:16 pm
 
2.  Nope, it wasn&&39;t. 
The CFO is probably talking about operating income, or some other fudge. Or he's just lying.
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Advanced Micro Devices (AMD)
  longnetflix   21-Jan-10 05:15 pm
 
3.  No, two dozen or so 32nm CPUs are already selling 
A whole raft of new CPUs were launched at CES, and they've been shipping for revenue since last quarter. 32nm CPU + 45nm GPU/IMC on package. See here: htt p://digitaldaily.allthingsd.com/20100107...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Advanced Micro Devices (AMD)
  longnetflix   12-Jan-10 11:21 am
 
4.  Intel demos 48-core chip 
This is one of the advantages of having 10x the R&D budget of AMD. http://blogs.intel.com/research/2009/12/sccloudcomp.php http://techresearch.intel.com/articles/Tera-Scale/1826.htm http...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Advanced Micro Devices (AMD)
  longnetflix   2-Dec-09 01:45 pm
 
5.  The L3 will be shared among all modules 
There are many potential issues with BD, but AMD is not using per-module L3. Think of each BD core (half a module) as a normal core with the following cha nges...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Advanced Micro Devices (AMD)
  longnetflix   1-Dec-09 01:35 am
 
6.  And yet.... 
As I posted above, *Intel* has worked through/around these issues, so immersion technology does not NECESSARILY imply crappy yields. And of course, if not immers ion...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Advanced Micro Devices (AMD)
  longnetflix   30-Oct-09 02:57 pm
 
7.  Illustrates AMD&&39;s total lack of pricing power 
Combined with GPU production issues... Q4 will not be good for AMD.
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Advanced Micro Devices (AMD)
  longnetflix   30-Oct-09 02:38 pm
 
8.  And yet, Intel has no problems with immersion 
at 32nm. They qualified that process last quarter, and are currently shipping 32nm parts for revenue. Yields on pace to exceed 45nm (which was dry for them). So some...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Advanced Micro Devices (AMD)
  longnetflix   30-Oct-09 01:20 pm
 
9.  No, Rajaratnam is the Galleon Fund guy 
Hector still broke the law.
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Advanced Micro Devices (AMD)
  longnetflix   28-Oct-09 12:09 pm
 
10.  Weak Q4 Guidance, Uncompetitive 2010 CPU lineup 
Heading down.
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Advanced Micro Devices (AMD)
  longnetflix   27-Oct-09 01:24 pm
 
11.  AMD loses money, INTC makes huge profits 
Would you deposit money in a bank that CHARGED you interest instead of paying you interest? I don't think so.
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Advanced Micro Devices (AMD)
  longnetflix   15-Oct-09 05:09 pm
 
12.  AMD has nothing left to sell. 
GloFo spun out their hard assets. TXN is going to buy AMD for their CPU design skills? Yeah right!
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Advanced Micro Devices (AMD)
  longnetflix   15-Oct-09 05:00 pm
 
13.  WEAK Q4 Guidance, Stock falling A/H 
AMD CPU division is in TERRIBLE competitive position for Q4 that only gets worse in 2010 as Intel 32nm ramps strongly. With their lack of business sales, AMD's H1 2010 will be dire.
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Advanced Micro Devices (AMD)
  longnetflix   15-Oct-09 04:57 pm
 
14.  Shares are falling. Below $6 now. 
get out!
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Advanced Micro Devices (AMD)
  longnetflix   15-Oct-09 04:55 pm
 
15.  WEAK GUIDANCE, falling A/H 
"up modestly"? Uh Oh.
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Advanced Micro Devices (AMD)
  longnetflix   15-Oct-09 04:23 pm
 
16.  a piece of crap 
next question?
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Salesforce.com (CRM)
  longnetflix   21-Aug-09 03:40 pm
 
17.  Re: regarding the breach 
I'm not sure the analysis is correct, meaning, I don't think they would factor in Mubadalah's AMD ownership as "deducting" from the 34% of GF that AMD owns in the sense...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Advanced Micro Devices (AMD)
  longnetflix   30-Jul-09 12:45 am
 
18.  You know what that means... 
SELL, for the love of god, SELL!!!!
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Advanced Micro Devices (AMD)
  longnetflix   30-Jul-09 12:38 am
 
19.  There are no overheating issues. 
But don't let that stop you...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Advanced Micro Devices (AMD)
  longnetflix   30-Jul-09 12:35 am
 
20.  regarding the breach 
Dropping below 30% ownership, irrespective of 50% voting rights on the board, would CLEARLY violate other clauses of the agreement.So, sure, Intel can (and is, app arently...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Advanced Micro Devices (AMD)
  longnetflix   29-Jul-09 04:49 pm
 

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