pendragon1
Extremely [H]
- Joined
- Oct 7, 2000
- Messages
- 49,125
now $10.46. could be a good day for them!
Follow along with the video below to see how to install our site as a web app on your home screen.
Note: This feature currently requires accessing the site using the built-in Safari browser.
now $10.46. could be a good day for them!
now $10.46. could be a good day for them!
I do not own any tech stocks and think it would be unethical for me to do so.Did you buy or sell the proper options to profit from this Kyle? Whenever I read something on Seeking Alpha or a similar site, I know they'd love to have the inside knowledge you just had and wouldn't hesitate one second to leverage it as much as possible (not that I agree with it).
Kyle just made AMD a crapton of money, AMD please play nice.
Did you buy or sell the proper options to profit from this Kyle? Whenever I read something on Seeking Alpha or a similar site, I know they'd love to have the inside knowledge you just had and wouldn't hesitate one second to leverage it as much as possible (not that I agree with it).
I bought 100 shares after the RX480 was released in the summer at 5.11 a share just to say I did....has been looking like a good decision for awhile.
The stock is only going up due to upgrades on the premise that Intel and NVidia is doing well then AMD must as well. So as fast as it went up it can go down. So plan the exit so you come out with profit.
The stock is only going up due to upgrades on the premise that Intel and NVidia is doing well then AMD must as well. So as fast as it went up it can go down. So plan the exit so you come out with profit.
$10.60!now $10.46. could be a good day for them!
And AMD hates me and has banned me from its events.$10.60!
Bud Fox advices all AMD shareholders to sell.. Sell.. SELL!!
![]()
Look likes Charlie has 2 and a half screens!!
Blue Horseshoe loves AMD! lololo
I'd hold onto shares till the 12th then dump them before AMD can disappoint us on the 13th.Bud Fox advices all AMD shareholders to sell.. Sell.. SELL!!
![]()
Look likes Charlie has 2 and a half screens!!
Well, have to have a LITTLE credibility too.kinda amazing what one comment from you can/has cause/d![]()
Thats not the whole story Shintai. Yeah, if Intel and Nvidia are enjoying growing markets, then AMD, competing in those markets, should be able to get some of that growth, but conversely, AMD is the underdog and at the end of the day, if Nvidia and Intel are doing well, their ability to overstep AMD increases, until AMD can't compete and falls out and that is why AMD's stock prospects have been low as they were. The stock is rising on the basis of the upcoming Zen and Vega launch, a decent Polaris launch, Alibaba and Google data center deals, this potential Intel deal, and Leadership team under Lisa Su that has managed to relieve its debt obligations and financials from overwhelming them short term, and overall, project an image conductive to future growth and competition.
But your recommendation is spot on. Zen launch is going to be the point where people are going to have to decide if holding AMD is a good idea, or if it might just be better to be cautious and pull back.
I'd hold onto shares till the 12th then dump them before AMD can disappoint us on the 13th.
Kyle just made AMD a crapton of money, AMD please play nice.
So... is somebody going to die over this information leaking?
I'm imagining Kyle hiding in a ventilation grate as AMD/Intel execs are making their super secret deals. Or perhaps secrets being leaked from Roy Taylor's lips after a successful seduction.
i think they are just moving from the intel stuff they were working on to the amd stuff.
Mar 18, 2016
Intel could dump Nvidia for a licensing deal with AMD as the chip giant tries to prop up its patent portfolio.
Currently, Intel is under a $1.5 billion licensing agreement with Nvidia, which the two companies signed in 2011. At the time, the two companies had spent years fighting each other in courts over patent licensing, and the agreement put all that litigation to rest.
Intel’s Nvidia deal is set to expire on March 17, 2017, and a recent report by Bloomberg claimed that Intel is now looking to cut a deal with AMD instead.
This
Premium VR expe- mmmrrrgagagrgagga *muffled screams*
![]()
Well, likely to happen, and has already happened, are two very different things. That said, no other tech journalist has verified this, so who knows?And even though it's being reported that Kyle 'broke' the news, it's been reported on earlier this year that it would likely happen.
Again and again we have to say this. Please read up on what happened in 2011. It is a court issue more like a settlement. Intel didnt want to have anything to do with nvidia. This was never something they both mutually agreed on. So they paid them off, if they used nvidia technology they would be stuck with them even longer. Intel didn't go to nvidia and said we need your technology please help, it only happened because of a legal issue.
You also realize that right now, with NVIDIA pushing into HPC and the server market, they're ultimately a bigger threat to Intel's bottom line than AMD, right? I'm assuming Intel doesn't want to keep funding the people working their hardest to put them out of business. AMD and Intel both compete on x86 chips and as long as software designers keep making software for x86 there is enough business for both of them. If ARM or GPU technologies take off, THAT hurts Intel's bottom line far more than AMD taking a 5% chunk of the x86 server market. AMD plays in the professional space, but their bread and butter is lower cost consumer grade hardware. NVIDIA is going directly after a market that Intel has essentially owned 100% for decades, and right now has way more R&D budget ot throw at it than AMD. I sure know who I'd think is the bigger threat to my company in that scenario.
I just hope we're getting back to a time where there was serious competition....I loved the early 2000s of system building. Real competition from good products on both sides trading blows....Athlons dominating one benchmark and P4s another, GeForce vs Radeon....the CPU market is largely stale and has been since the Core and Phenoms were battling. Even if you're an Intel/NVidia fanboy you have to admit the competition is what's made great products. The 1000 series NVidia cards are amazing, they wouldn't have any reason to release that big of a step between generations if AMD wasn't right on their heals. The Skylake/Kabylake....meh....Intel has no real reason to do much there. Haswell is still perfectly fine, and I'm sure Ivy/Sandy Bridge machines are still capable with the right video card of keeping pace. That race needs serious jumpstart.
This promotion sounds more to me like AMD admitting their CPUs aren't worth buying.
That's not discouraging at all.
"the rebellion gets a new ally"
Rebellion against AMD?![]()
While we're on the topic of marketing gaffes I found this gem
4GB HBM exceeds the capabilities of even 12GB GDDR5, they said.
There is actually a difference there. The nvidia license was because Intel infringed their patents with the tech in their integrated graphics and by court settlement was ordered to license the patents. Where the AMD deal is likely different is AND actually makes better integrated graphics hardware than Intel and licensing the tech makes much more sense. Intel really doesn't compete with AMD (thanks to those fact AMD hasn't made a competitive product in years), but they do compete with nvidia in several areas. If intels integrated gpu where good enough for OEM to not need to stick a dedicated nvidia card in them that deprives revenue from one of the few companies that really competes with Intel.i know that. but the license still give intel access to nvidia IP. if intel simply want to develop better gpu they don't need to go the hurdles making new agreement with AMD when they can already get that with their current agreement with nvidia. unless it is one of this two:
1) intel no longer want to pumping more money to nvidia. so instead of pay licencing term with nvidia they turn to AMD instead. AMD might end up costing intel cheaper as well. but intel have no what so ever desire to integrate AMD tech directly into their gpu
2) intel indeed want AMD gpu tech into their gpu. but they did not want simply to license the tech from AMD. they want to snatch RTG themselves away from AMD. Raja was supposed to make that happen?