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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 247.99-4.2%3:59 PM EST
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To: Elmer Phud who wrote (275595)9/27/2016 1:22:55 PM
From: rzborusaRead Replies (2) of 275872
 
I will take you off ignore on IH because much as I hate to admit it, I like you.
I know that, because I feel the same toward you,
You have always managed to be a gentleman which is more than I can say for you know who.
It doesn't matter if the Guru acted out or not. He took the time to disagree with you. That is the highest order of respect, caring enough to spend the time. Give the guy a break. The above, assuming you are not talking about Mahmoud. ;-)
I am currently short the Oct $7 Put. If I were to close it out now at a loss I'd probably be close to break even overall but I'll let it ride. AMD is still doing the dance of the 7 veils with Zen and they've barely pealed off the first layer. The fans haven't quite figured out yet that if AMD is going to meet their schedule then Zen production material is probably already be in the fab or close to it and something pretty close to it's final version must be close to having finished validation without any useful benchmarks having leaked out. I find that unlikely. That would mean ~10 months from first silicon to production availability and I don't think that's possible when they themselves said it would be 12-14 months. I expect a schedule slip. Wouldn't that be a surprise???
Yes, probably a re-spin or two. It will eventually show up, Gawd willing. It should be quite an improvement over Dullbozer, twt. Then, there is the SOC 2nd best of both worlds, but on one piece of Si. That should be quite a nice piece of work. Gotta be at least a quarter or two of glory in the whole mess.
dance of the 7 veils with Zen and they've barely pealed off the first layer.
Yes, and now that they have the down payment for the wedding (refinance) no need to hurry.
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