^I wouldn't even make a post about a stock I owned if I only owned enough of it for a massive swing in either direction to affect my net worth by about $20.
Where has Intel said ANYTHING about production chips being based on Carbon Nanotubes?
Well, I hold over 200,000 shares now at about $4.35 cost basis from last May through this year. So yeah, it's depressing. May have to sell at anything at or above $3.70 tomorrow. I'll probably lose $150K, but enough is enough after holding this for over one year.
Why on earth would anyone put nearly a million bucks into AMD shares given the history of that company's treatment of its shareholders with successive stock dilutions and earnings disappointments?
Your investment strategy baffles my mind, surely you were advised or could have sought professional advice on less risky investment opportunities for your near $1m?
Ha! Yeah, it was for shines and giggles tottaly. If the stock blew up, I'd have enough for a few drinks. If it tanked, I'd loose about as much as I would have spent on drinks.
Why on earth would anyone put nearly a million bucks into AMD shares given the history of that company's treatment of its shareholders with successive stock dilutions and earnings disappointments?
Your investment strategy baffles my mind, surely you were advised or could have sought professional advice on less risky investment opportunities for your near $1m?
"We need the money to do the transition aggressively for the company's competence. So NOOOOO MOAR OpEx cut but more or less flat throughout the year.", seemingly implied. But I didn't remember any lines in the transcript of this question-answer pair. Did I miss something?They talked about the potential for further opex reductions during the next 12-24 months. I do not know how they can reconcile this with the claims that they will be moving to the 14/16nm FinFET nodes in 2016 (which is still fairly aggressive relative to the other fabless companies). I just don't see how they can afford to keep pace.
it's become a trading vehicle rather than a investment.
I couldn't disagree more.Let's face it, things will be far worse for is if AMD stops competing in the GPU space. At least right now NV can't just rest and is forced to innovate. On the CPU side things have significantly slowed down.
i never understood in the first place why AMD shares neared 5$ a few days ago...
I couldn't disagree more.
Like Intel, Nvidia has enough competition elsewhere to ensure that they don't slack off.
AMD’s groundbreaking Mantle API, which creates more immersive experiences that take fuller advantage of modern APUs and GPUs to deliver console-like experiences
I couldn't disagree more.
Like Intel, Nvidia has enough competition elsewhere to ensure that they don't slack off.
Why would I be talking about them?What you mean VIA and Matrox??
Their add-in cards are not even performance related.
Okay, so I'll concede that I agree with your initial statement -- things would be worse off. It wouldn't be the end of the world, though.And which companies are pushing NV in the mobile and desktop discrete GPU PC space? It is not Intel that's for sure. Why is NV trying to get GTX880 out the door this year? The only company which truly pushes Nv to innovate in the laptop and desktop discrete space above $100 is AMD. If you want the same stagnation at even higher prices in the GPU space like we have in the CPU space, then sure AMD doesn't matter.
NV's 3D Vision Surround, improved AF filtering, SKUs with higher amounts of VRAM, NV's investments into GeForce experience, PhysX, TXAA = all because of AMD.
Why would I be talking about them?
Okay, so I'll concede that I agree with your initial statement -- things would be worse off. It wouldn't be the end of the world, though.
There would certainly be relaxed pricing. That's a given. But Nvidia is still going to run into the issue where they have to compete with themselves. If they want the most profit, they're going to need to continue to innovate, pushing the image quality bubble forward, so developers make more intensive games that need more intensive hardware.
They have quite a bit of competition, actually. They have Qualcomm, ARM, Imagination Technologies, Intel...
They have every reason not to slow down their architectural development, even in a world without AMD.
I'd hope that even if AMD were to go under, their GPU division would be spun off, or bought out. There's no doubt that they're a benefit to consumers. Life would move on without them, though.
The HPC market would still have demand for a ~500mm2 GPU. There, Nvidia definitely does have competition from Intel's Xeon Phi. The Phi doesn't compete with the graphics side of things, of course, but I don't see why Nvidia wouldn't continue to sell a monster GPU to consumers and the like.However, I think your first point that they would still compete with themselves is nuts. They have already shown an easy way to take advantage of no competition. All they have to do is release a new generation but only bring out a reduced size core while charging flagship prices for it.
Their sales would plummet if they did that, though. This isn't the oil industry, back when Standard Oil was king -- people replace GPUs because they want to, not because they need to, in most cases. And if performance stagnated that much, developers wouldn't be pushing the graphics envelope very hard, further reducing sales for Nvidia.Why would they ever need to release an aggressively sized core again unless they had another large GPU competitor to go against. And the ARM GPU makers are not competition except on Tegra-size GPUs. They could always make a great GPU for mobile, then only scale it up enough to beat last-gen 10-20% on desktop.
And if performance stagnated that much, developers wouldn't be pushing the graphics envelope very hard, further reducing sales for Nvidia.
There would certainly be relaxed pricing. That's a given. But Nvidia is still going to run into the issue where they have to compete with themselves. If they want the most profit, they're going to need to continue to innovate, pushing the image quality bubble forward, so developers make more intensive games that need more intensive hardware.
Bought 40 shares of AMD @4.15 for a fun short sale on the off chance they'd pull a win. I totally missed my chance to sell at 4.75 and was too annoyed buy the MASSIVE drop in AMD to even care that my ford shares were kicking butt.
Not looking forward to watching that stock drop for the next few days, best I can hope is to reach 4 again and eat the loss; otherwise, wait for the next Q rush and sell off.