[Rumor] AMD to receive capital injection from tech investment outfit

[patrickjp93]

Silver lake is only a guess, so far. Rumor about an incomming cash infusion have been here for a little longer..

The conclussion are based by limited facts.

Everything is limited. It's pointless to even mention it. What companies know about consumers is quite limited, and yet they exploit consumer psychology and buying patterns to the utmost. You can build solid models and conclusions based on limited evidence as long as you know how to properly use it.

[patrickjp93]

After doing what you said did I would also wish and pray for AMD death... else lol, I don't know how you are going to be able to sleep with yourself and look yourself in the mirror... selling AMD stocks @ 2$... probably losing a fuck ton of money or made so little that the just the cost of moving the money around, you didn't cut it... jesus dude.

You have such a tunnel vision and you belive so much in your non sense that you're going to have alot of problems in the future... your financial sense, it's just bad patrick. You don't have any long term vision... you can't see past Intel logo.

So yeah I can feel your pain and your hate... no wonder you want to see AMD burn to the ground, after your poor judgement of investment.

I'm $10,000 richer give or take by shorting AMD from 2.10 to 1.62 where it bottomed out before I rode it back up to 1.84 with the launch of the 300 series. Now I'm divested.

 

I have plenty of financial sense. You challenge my investment sense which has been spot on so far. I spend $25 a week on food, buying fresh produce from the Kroger in town and making 2 large batches of different meals for the week. In doing so I save more of what I make as a research and teaching assistant. Half of the remainder goes into CDs and a money market fund that will be maturing in 6 month increments for my first two years out of college. The rest goes into an emergency fund which I just tapped for a good suit for career fair and interviews. I'd say I'm far more prepared than most.

 

AMD is going to fall apart. The only question is when. Intel's met them step for step in integration and even led the charge by putting GPU tech on a CPU several years before AMD did. Intel has the ubiquity and name brand advantages. Intel also has the HPC fabric experience and works closely with integrators like Cray, people AMD has barely been in touch with for 4 years. All the evidence is stacked against AMD right now. All we have in its favor is a rumor of a cash injection amidst a world where AMD is bleeding market share by the day in both the CPU and GPU arena. At least Intel's being kind about it and keeping prices high to give AMD some breathing room.

[bogus]

Back to reality: What would AMD be without graphics?

 

This is mostly a finantial decision - both companys will be "lighter" and one will probably absorb more of the dept keeping the other one clean for new investments.

It's been in talks for some times, maybe they were waiting for this capital infusion to do it.

[Tomsen]

Everything is limited. It's pointless to even mention it. What companies know about consumers is quite limited, and yet they exploit consumer psychology and buying patterns to the utmost. You can build solid models and conclusions based on limited evidence as long as you know how to properly use it.

Clearly those companies had valuable information to their cause, in which you dont.

It is that simple.

[Tomsen]

This is mostly a finantial decision - both companys will be "lighter" and one will probably absorb more of the dept keeping the other one clean for new investments.

It's been in talks for some times, maybe they were waiting for this capital infusion to do it.

Yeah, this is one of AMD steps of restructuring their business model.

[patrickjp93]

Clearly those companies had valuable information to their cause, in which you dont.

It is that simple.

I have plenty of valuable inside information. Intel's already stolen all of the Zen Opteron customers of any large size. China's planned Tianhe-III supercomputer will be fully Intel-based. the DOE contracts have been split 2-2 for Intel and IBM/Nvidia for 2016 and 3-1 for 2018. Microsoft, Amazon, Facebook, and Nielsen are all heavily Intel-based at this point and are already in talks over the designs of custom Skylake E7 Xeons for their needs. Cray has no plans to integrate any new AMD technologies until 2018, and the public universities across the world are cutting back on their spending in supercomputing. All we have is 1 rumor about a cash injection with a suspicion of Silver Lake, a well-known name for turning around tech companies in death spirals (Dell being a big one). We have no basis for that, and given the market reactions today, I'd say it's BS. the Radeon announcement didn't even move the needle in a positive direction. AMD is not going to make a grand triumphant return. And the sooner it goes down, the sooner the nightmare scenario of Intel buying out Nvidia after pushing it and IBM out of HPC is permanently averted.

[patrickjp93]

Yeah, this is one of AMD steps of restructuring their business model.

That's odd considering the restructuring was supposed to be complete by the time Rory stepped down.

[Tomsen]

I have plenty of valuable inside information. Intel's already stolen all of the Zen Opteron customers of any large size. China's planned Tianhe-III supercomputer will be fully Intel-based. the DOE contracts have been split 2-2 for Intel and IBM/Nvidia for 2016 and 3-1 for 2018. Microsoft, Amazon, Facebook, and Nielsen are all heavily Intel-based at this point and are already in talks over the designs of custom Skylake E7 Xeons for their needs. Cray has no plans to integrate any new AMD technologies until 2018, and the public universities across the world are cutting back on their spending in supercomputing. All we have is 1 rumor about a cash injection with a suspicion of Silver Lake, a well-known name for turning around tech companies in death spirals (Dell being a big one). We have no basis for that, and given the market reactions today, I'd say it's BS. the Radeon announcement didn't even move the needle in a positive direction. AMD is not going to make a grand triumphant return. And the sooner it goes down, the sooner the nightmare scenario of Intel buying out Nvidia after pushing it and IBM out of HPC is permanently averted.

"Inside information", okay. Yet you have demostrated none.

Your tunnelvisioning so bad.

Different rumours are been spread. Not all goes with fudzillas story.

I'm not saying things will do a 180 degree turn. Just saying you should get back on your meds..

That's odd considering the restructuring was supposed to be complete by the time Rory stepped down.

Do you think these things do into actions immediately?

I think I should go play with that ignore feature for one sec..

[patrickjp93]

"Inside information", okay. Yet you have demostrated none.

Your tunnelvisioning so bad.

Different rumours are been spread. Not all goes with fudzillas story.

I'm not saying things will do a 180 degree turn. Just saying you should get back on your meds..

Do you think these things do into actions immediately?

I think I should go play with that ignore feature for one sec..

I've demonstrated it plenty. I predicted the 390X rebrand before anyone else did. I predicted Carrizo wouldn't come to socketable chips (still hasn't with no signs it will). I predicted where AMD's stocks would bottom out ($1.60 +- $0.02) in 2015. I predicted Intel stealing one of IBM's contracts from the DOE (was originally 3-1 in favor if IBM/Nvidia). I've been on top of the industry and on the pulse better than wccf, and they report every fart in the wind, especially when it benefits AMD.

 

No, I just remember the contractural obligations Rory Read signed onto when becoming CEO, and that Lisa Su would only take his place after a restructuring period. I also remember his exit speech.

 

Dismissing people without taking into account their actual merits will be your downfall in life.

[BuckGup]

Remember this all you AMD fanboys.

[Shakaza]

"Inside information", okay. Yet you have demostrated none.

Your tunnelvisioning so bad.

Different rumours are been spread. Not all goes with fudzillas story.

I'm not saying things will do a 180 degree turn. Just saying you should get back on your meds..

Do you think these things do into actions immediately?

I think I should go play with that ignore feature for one sec..

What I don't understand here is that you say he's wrong, but don't bother to say why he is. All you say in response is "Your tunnelvisioning is so bad." It proves nothing. He's explained his case and said why he believes the way he does, and all you can do is reply with an ad hominem. You are also really quick to say that his supposed inside information isn't legitimate even though you don't have evidence to the contrary. And considering that Intel's options in the server and supercomputer market are more appealing right now, it makes sense that they wouldn't choose anything from AMD right now. Zen may be amazing for all we know, but why would they make a deal with AMD on what could very well be a false promise? That's why I think @patrickjp93's version is more believable right now.

[Shakaza]

I've demonstrated it plenty. I predicted the 390X rebrand before anyone else did. I predicted Carrizo wouldn't come to socketable chips (still hasn't with no signs it will). I predicted where AMD's stocks would bottom out ($1.60 +- $0.02) in 2015. I predicted Intel stealing one of IBM's contracts from the DOE (was originally 3-1 in favor if IBM/Nvidia). I've been on top of the industry and on the pulse better than wccf, and they report every fart in the wind, especially when it benefits AMD.

 

No, I just remember the contractural obligations Rory Read signed onto when becoming CEO, and that Lisa Su would only take his place after a restructuring period. I also remember his exit speech.

 

Dismissing people without taking into account their actual merits will be your downfall in life.

The problem is that people aren't willing to believe what you say/type because they call it "wild speculation." To be frank, even though you may have been right in the past and you are well-versed you are in the subject it doesn't mean that people will take you as a legitimate source. Especially because what you say is heavily in Intel's favor, as right as that may be. Perhaps they want you to demonstrate that you're impartial.

[bogus]

I'm $10,000 richer give or take by shorting AMD from 2.10 to 1.62 where it bottomed out before I rode it back up to 1.84 with the launch of the 300 series. Now I'm divested.

 

I have plenty of financial sense. You challenge my investment sense which has been spot on so far. I spend $25 a week on food, buying fresh produce from the Kroger in town and making 2 large batches of different meals for the week. In doing so I save more of what I make as a research and teaching assistant. Half of the remainder goes into CDs and a money market fund that will be maturing in 6 month increments for my first two years out of college. The rest goes into an emergency fund which I just tapped for a good suit for career fair and interviews. I'd say I'm far more prepared than most.

 

AMD is going to fall apart. The only question is when. Intel's met them step for step in integration and even led the charge by putting GPU tech on a CPU several years before AMD did. Intel has the ubiquity and name brand advantages. Intel also has the HPC fabric experience and works closely with integrators like Cray, people AMD has barely been in touch with for 4 years. All the evidence is stacked against AMD right now. All we have in its favor is a rumor of a cash injection amidst a world where AMD is bleeding market share by the day in both the CPU and GPU arena. At least Intel's being kind about it and keeping prices high to give AMD some breathing room.

 

Of course you made $10.000 with AMD! Or more! Nah now it just stinks like the good old patrick bullshit lol ... sure you made $10.000 with the precise timings, where you invested (by my very rough calculations) roughly more $40.000 on a company you've been preaching it's death for since I'm in this community - and failing miserably with your predictions, both in strategy and product line ups.

 

(Not to mention that in one of your rants you claimed you were only a Intel investor ... and I doubt it )

 

The only thing spot on is the ways you go to try to not be caught in your bullshit ... and people trap you over and over again. I just don't get why you put yourself in such position, to try to lie your way out.

I wont even question the source of your money for such investments, I wont bother. You can even tell me you count your pennys, of how much financial discipline you have - then you claim you make a high risk investment in a company who's shares are hunted with the shadow of bankrupcy, to make cents per share? Anyone who bought AMD in the past years are in for the long run, this isn't a day-trade investment company

I won't waste more time with it, but you were so predictable in your response. Of course you selected the perfect timings to get everything going your way... looking back and cherry picking it's easy - then you just have to claim you did it, even if it doesn't have any logic !

 

Thank you for laugh (liked your post for it   )

[patrickjp93]

The problem is that people aren't willing to believe what you say/type because they call it "wild speculation." To be frank, even though you may have been right in the past and you are well-versed you are in the subject it doesn't mean that people will take you as a legitimate source. Especially because what you say is heavily in Intel's favor, as right as that may be. Perhaps they want you to demonstrate that you're impartial.

I am impartial. That's the problem. Reality is not kind to naive companies like AMD. You don't win by playing footsie with consumers. You win by being competitive: keeping costs low, profits high, a strong brand image, a good relationship with businesses, and positive investor relations. Of those, AMD has achieved exactly 1 thing: keeping costs low by being fabless. And it broke a cardinal rule by being in debt above 40% of its market cap and buying another company also in debt above 40% of its market cap (ATI), let alone paying 30% above market price to buy it.

 

 

Of course you made $10.000 with AMD! Or more! Nah now it just stinks like the good old patrick bullshit lol ... sure you made $10.000 with the precise timings, where you invested (by my very rough calculations) roughly more $40.000 on a company you've been preaching it's death for since I'm in this community - and failing miserably with your predictions, both in strategy and product line ups.

 

(Not to mention that in one of your rants you claimed you were only a Intel investor ... and I doubt it )

 

The only thing spot on is the ways you go to try to not be caught in your bullshit ... and people trap you over and over again. I just don't get why you put yourself in such position, to try to lie your way out.

I wont even question the source of your money for such investments, I wont bother. You can even tell me you count your pennys, of how much financial discipline you have - then you claim you make a high risk investment in a company who's shares are hunted with the shadow of bankrupcy, to make cents per share? Anyone who bought AMD in the past years are in for the long run, this isn't a day-trade investment company

I won't waste more time with it, but you were so predictable in your response. Of course you selected the perfect timings to get everything going your way... looking back and cherry picking it's easy - then you just have to claim you did it, even if it doesn't have any logic !

 

Thank you for laugh (liked your post for it   )

It's not gambling when you know the outcome ahead of time, and taking out a loan for investing isn't difficult. Algorithmic trading can teach you quite a lot about how to figure out solid investments. All the major investment banks have proprietary trading algorithms used to generate tips moment to moment.

 

Just because I invest in Intel (for the dividends) doesn't bar me from investing in its rival companies. And shorting AMD is hardly an investment anyway. I don't get caught because there's nothing to catch me in. The truth is the truth, and I stick to it and put up a pretty obvious disclaimer when I deal in opinion.

 

Again, there was no risk. I knew the outcome ahead of time, because it was predictable and highly guaranteed with the performance of Maxwell and Nvidia's business tactics (I also predicted the 980TI price range with an error of only $5).

 

Making 20-25% profits is hardly pennies.

[Tomsen]

What I don't understand here is that you say he's wrong, but don't bother to say why he is. All you say in response is "Your tunnelvisioning is so bad." It proves nothing. He's explained his case and said why he believes the way he does, and all you can do is reply with an ad hominem. You are also really quick to say that his supposed inside information isn't legitimate even though you don't have evidence to the contrary. And considering that Intel's options in the server and supercomputer market are more appealing right now, it makes sense that they wouldn't choose anything from AMD right now. Zen may be amazing for all we know, but why would they make a deal with AMD on what could very well be a false promise? That's why I think @patrickjp93's version is more believable right now.

I tend to keep my comments short.

I did, not obvious, but did imply it.

I have no intend, to pick out a list for where zen could be an more attractive solution.

Have a lot of experience with people with certain "agendas", keep twisting the argument, fiddling with the minor details, change perspective, change topic, go on for pages, go into sematics, everything to direct the attention towards said agenda. I simply don't have patience, hence why the ignore feature came in handy.

Where did he supply any inside information? Have yet to see any?

 

More appealing for some. There are many variables to consider, some consider certain variables more important over other.

Hence why we haven't seen any public partnerships including zen processors. Zen+ (next iterator after zen) should be landing some of those.

 

Lets see how these rumours about cash infusion goes. It can only go to tell that there are a rumour about a company having interest in AMD (not necessarily a buyout, as that only gives future complications). Certainly there are more, but again, big responsibility.

[bogus]

I am impartial. That's the problem. Reality is not kind to naive companies like AMD. You don't win by playing footsie with consumers. You win by being competitive: keeping costs low, profits high, a strong brand image, a good relationship with businesses, and positive investor relations. Of those, AMD has achieved exactly 1 thing: keeping costs low by being fabless. And it broke a cardinal rule by being in debt above 40% of its market cap and buying another company also in debt above 40% of its market cap (ATI), let alone paying 30% above market price to buy it.

 

 

It's not gambling when you know the outcome ahead of time, and taking out a loan for investing isn't difficult. Algorithmic trading can teach you quite a lot about how to figure out solid investments. All the major investment banks have proprietary trading algorithms used to generate tips moment to moment.

 

Just because I invest in Intel (for the dividends) doesn't bar me from investing in its rival companies. And shorting AMD is hardly an investment anyway. I don't get caught because there's nothing to catch me in. The truth is the truth, and I stick to it and put up a pretty obvious disclaimer when I deal in opinion.

 

Again, there was no risk. I knew the outcome ahead of time, because it was predictable and highly guaranteed with the performance of Maxwell and Nvidia's business tactics (I also predicted the 980TI price range with an error of only $5).

 

Making 20-25% profits is hardly pennies.

Aaaaand you dodged everything I said.

 

Patrick I would just need to spend some of my precious time to dig some of your old posts, but when you would reply with some non sense that had nothing to do with it.

 

Sure you made 20-25% predictable profit, in fact you are a multi million dollar student walking among us, because of how easy it is for a student to get a loan for a high risk investment because you knew Ah! The real world will eat you alive boy

 

(Here is my prediction of your next post, you will dodge a bit more and get some intel stuff to put on top of it, while claiming you could easily make a algorithm that would just print money)

[patrickjp93]

Aaaaand you dodged everything I said.

 

Patrick I would just need to spend some of my precious time to dig some of your old posts, but when you would reply with some non sense that had nothing to do with it.

 

Sure you made 20-25% predictable profit, in fact you are a multi million dollar student walking among us, because of how easy it is for a student to get a loan for a high risk investment because you knew Ah! The real world will eat you alive boy

 

(Here is my prediction of your next post, you will dodge a bit more and get some intel stuff to put on top of it, while claiming you could easily make a algorithm that would just print money)

No, I have a small $20,000 liquid cash reserve with timed investments coming out to help me transition to living solely on my own money once out of school.

 

Getting a generic loan isn't difficult. Getting a mortgage is difficult. I'm also a student in a tough field with sterling grades and a perfect credit history for two years.

 

Point out what I dodged and I shall answer you anew in a manner you may be better able to understand.

[bogus]

No, I have a small $20,000 liquid cash reserve with timed investments coming out to help me transition to living solely on my own money once out of school.

 

Getting a generic loan isn't difficult. Getting a mortgage is difficult. I'm also a student in a tough field with sterling grades and a perfect credit history for two years.

 

Point out what I dodged and I shall answer you anew in a manner you may be better able to understand.

Good for you patrick

You don't need to explain yourself further, but thank you for you availability to do so.

[MageTank]

No, I have a small $20,000 liquid cash reserve with timed investments coming out to help me transition to living solely on my own money once out of school.

 

Getting a generic loan isn't difficult. Getting a mortgage is difficult. I'm also a student in a tough field with sterling grades and a perfect credit history for two years.

 

Point out what I dodged and I shall answer you anew in a manner you may be better able to understand.

I've noticed you have been posting more frequently lately. Does that mean you are finally back?

[DarkBlade2117]

Looks at the past, vomits.....

If intel invested in AMD the only reason they should is because of crap they pulled in the past, aka forcefully.

I don't think AMD is doing bad at all though on GPU market at least.

AMD has some good lower end CPUs. More specifically the Athlon 860k and APU. I've got hope but not to much hope. Didn't have hope in skylake and that was a good thing.

[Prysin]

I've noticed you have been posting more frequently lately. Does that mean you are finally back?

maybe he will have time to answer some posts then

[MageTank]

maybe he will have time to answer some posts then

I won't hold my breath, but i am ready whenever he is.

[FPS with a Wacom Tablet]

"Silver Lake"

 

TRYING SO HARD NOT TO MAKE A BURNOUT 3 REFERENCE HERE.

Not to mention it's the AMD CPUs that burn up a lot

[Nena Trinity]

I expected Intel to help AMD because they do not wanna lose their only competition...

[marldorthegreat]

Well, I wonder if they'll have a 4th generation of rebrands on their gpus?

Would it be a reabrand if it is on 16nm and uses HBM2??? I bet the will re-use fiji next year and maybe tonga. obviously the wont use pictairn or hawaii as they must be new gpus.