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Search took 0.03 seconds. Search: Posts Made By: krumme
Forum: Article discussion 02-06-2013, 04:07 AM
Replies: 23
Views: 1,582
Posted By krumme
As they say in the TV series Fringe, when the bad...

As they say in the TV series Fringe, when the bad guys rob a bank going through 1 meter of solid steel by transforming the steel to soft rubber; It requires a huge knowledge in quantum physics :)
Forum: Article discussion 10-19-2012, 05:09 AM
Replies: 167
Views: 27,079
Posted By krumme
Well AMD have good products for 2013, that...

Well AMD have good products for 2013, that probably can keep them alive for 2013, but then what?

14nm Atoms is comming. 10w Haswell. Strong A15...., and then in a shrinking market, and bad...
Forum: Article discussion 10-18-2012, 04:43 PM
Replies: 167
Views: 27,079
Posted By krumme
Agree - not matter how this exit run is, they can...

Agree - not matter how this exit run is, they can not keep value.

McKinsey can only improve productivity, and in this economic climate, and with the delays, it can only keep the boat afloat a...
Forum: Finance, Legal, Policy 08-10-2012, 06:50 AM
Replies: 12
Views: 2,470
Posted By krumme
This clearly shows AMD made the wrong pricing...

This clearly shows AMD made the wrong pricing decisions during the last two quarters, as i can see it?

Defend margins !!!

RR that was a bad one :)

We are in for some serious pricecuts from...
Forum: Finance, Legal, Policy 07-26-2012, 05:58 PM
Replies: 64
Views: 8,551
Posted By krumme
I think a very interesting thought is: what if...

I think a very interesting thought is: what if Samsung behaved like it owned AMD?

They are so big the can sort of start to act like that :)
Forum: Finance, Legal, Policy 07-26-2012, 05:55 PM
Replies: 64
Views: 8,551
Posted By krumme
Thats a very valid argument, but it looks better...

Thats a very valid argument, but it looks better from the AMD side of the table. Add sharing ressouces all over the value chain is more than difficult.
Forum: Finance, Legal, Policy 07-26-2012, 01:36 PM
Replies: 64
Views: 8,551
Posted By krumme
AMD is just way to small all over for what they...

AMD is just way to small all over for what they do. Samsung should buy it for a penny. Probably the ip agreement with Intel prevents it i guess?
Forum: Finance, Legal, Policy 07-23-2012, 03:30 PM
Replies: 32
Views: 5,221
Posted By krumme
Intel have dumped cpu on the market for ages to...

Intel have dumped cpu on the market for ages to keep amd profit down just above survival level. For that otellini is proclaimed the biggest innovator and can have lunch with the president. Rr needs...
Forum: Finance, Legal, Policy 07-21-2012, 04:38 PM
Replies: 32
Views: 5,221
Posted By krumme
Okey i take the ban then... Samsung please...

Okey i take the ban then...

Samsung please buy this pile of mess before it gets funny.

RR did fail big time this round was on him. Comming from retail he thougt margins could easily be...
Forum: Finance, Legal, Policy 06-08-2012, 07:40 PM
Replies: 55
Views: 8,404
Posted By krumme
In near competitive market, no one would have the...

In near competitive market, no one would have the selves for themselves. Not even close.

Ofcourse AMD dont have the financiial strength to pay for display, because Intel constantly just keeps them...
Forum: CPUs 06-01-2012, 03:51 PM
Replies: 204
Views: 59,111
Posted By krumme
Well, you know the AMD balance sheet, and its...

Well, you know the AMD balance sheet, and its nearly unbroken history of loss :), i simply dont see anything for the forseable future that can match trinity profit potential in AMD world.

What...
Forum: Finance, Legal, Policy 05-24-2012, 04:24 AM
Replies: 33
Views: 6,646
Posted By krumme
JHH might have a nose, and an impressive ability...

JHH might have a nose, and an impressive ability to move the company fast - he is an excellent driver and changer. But that doesnt change the problem for NV that there is no gain from using the...
Forum: CPUs 05-21-2012, 09:45 AM
Replies: 249
Views: 68,937
Posted By krumme
The powergated samsung hkmg 32nm A9 in Samsung S3...

The powergated samsung hkmg 32nm A9 in Samsung S3 is driving it fuently.
Forum: Article discussion 05-18-2012, 03:22 AM
Replies: 125
Views: 25,619
Posted By krumme
OK, where comes the bad battery life - heat- from...

OK, where comes the bad battery life - heat- from then?
Forum: Article discussion 05-17-2012, 07:50 AM
Replies: 125
Views: 25,619
Posted By krumme
It appears pretty excellent to me

Ultrathin is where the profit is. Obviously AMD have a window here until Haswell arrives. It look like the best opportunity in years on the consumer side. I think trinity does everything better for...
Forum: Finance, Legal, Policy 05-14-2012, 12:14 PM
Replies: 35
Views: 3,889
Posted By krumme
But revenue YoY is more or less the same?

But revenue YoY is more or less the same?
Forum: Finance, Legal, Policy 05-14-2012, 12:08 PM
Replies: 35
Views: 3,889
Posted By krumme
This is just open negotiations. Pressure in...

This is just open negotiations. Pressure in public. It might seem pathetic, and bad style, but what is the reactions from TSMC, and the other partners? I have no doubt it works as long there is no...
Forum: Finance, Legal, Policy 05-14-2012, 05:53 AM
Replies: 35
Views: 3,889
Posted By krumme
NV is right now trying to talk there shareprice...

NV is right now trying to talk there shareprice up, beeing recognized as the gfx leader, while at the same time the brute numbers for netincome is bad - buts its hidden in all kind of nonsense talk...
Forum: Finance, Legal, Policy 05-14-2012, 05:47 AM
Replies: 35
Views: 3,889
Posted By krumme
It was JHH that labelled Intel a "Money Cannon",...

It was JHH that labelled Intel a "Money Cannon", making fun of it. Obviously there is more to run a business for him than just earn money - whatever that is. People with his kind of tallent can earn...
Forum: Finance, Legal, Policy 05-11-2012, 04:54 PM
Replies: 35
Views: 3,889
Posted By krumme
Yes its the pattern of psychopathy. LOL

Yes its the pattern of psychopathy. LOL
Forum: Finance, Legal, Policy 05-11-2012, 04:08 PM
Replies: 35
Views: 3,889
Posted By krumme
JHH "Yields of 28 are probably the best of...

JHH

"Yields of 28 are probably the best of any new node that TSMC has ever done. They've done a great job with 28, and I think that it also explains the demand on their 28. It's yielding...
Forum: Finance, Legal, Policy 05-11-2012, 02:03 PM
Replies: 35
Views: 3,889
Posted By krumme
NV q1 60M net. down from 136M yy, same revenue

NVIDIA Q1 FY2013 Earnings Report: $924M Revenue, $60M Net Income
http://www.anandtech.com/show/5830/nvidia-q1-fy2013-earnings-report-924m-revenue-60m-net-income

Tell me what is going on?,...
Forum: Finance, Legal, Policy 05-11-2012, 10:30 AM
Replies: 33
Views: 6,646
Posted By krumme
Agree it looks a bit like RR in in over his head,...

Agree it looks a bit like RR in in over his head, but that can have upsides; Erratic, unpredictable behavior :) - > leading to the nessary disruptions, disturbances and changes.

There is a...
Forum: Finance, Legal, Policy 05-09-2012, 09:23 AM
Replies: 33
Views: 6,646
Posted By krumme
I fail to see there is nice gains in the far...

I fail to see there is nice gains in the far future :)

What product can AMD potentially sell in 2 years time, where you can have a high margin?
Forum: Misc Technology 05-08-2012, 01:04 PM
Replies: 43
Views: 9,475
Posted By krumme
Yes thank you - i need the size for planning with...

Yes thank you - i need the size for planning with the calender. Preordered one. I have high hopes for the power gating of the cores, and the much better frequency granularity, in combination with the...
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