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Technology Stocks : AMD ATI INTC NVDA Moderated -- Ignore unavailable to you. Want to Upgrade?

To: xun who wrote (82)	7/21/2011 5:59:42 PM
From: xun	Respond to of 95

AMD reported Q2 results inline with expectation. CC Notes: ------------ Lenovo x120e is a hit in SMB segment. Trinity will have half of power usage in 35W Llano. Ship BD server ships this quarter. Ship 28nm graphics chips later this year. Design win with Nintendo. 1.57B revenue 46% gross margin op ex less than guided computation revenue flat Q2Q graphics revenue down 11% cash 1.86B inventory down a little debt 2.2B Q3 expect 10% growth in revenue Q&A: ------ Demand for APUs drives the Q3 growth. Material impacts of server ships in Q4. Q3 over half of notebook shipments will be APUs. Gross margin will go up in the second half. Up 1% in Q3 BD to ship next month. Tablet opportunity in Windows 8 on APU. Graphics revenue decrease is very much due to seasonality. Trinity is 32nm replacement for Llano at much lower power usage. Customized APU platform would open up new opportunity such as game console. Global inventory is inline and efficient.

To: xun who wrote (82)	7/25/2011 12:55:06 PM
From: xun	Read Replies (1) \| Respond to of 95

AAPL printed HOD at 399.91. I consider it meeting the target of 400 in trading. AMD is trading strong after near 20% rebound last Friday. Given the guidance of 48% margin and higher revenue growth toward the end of the year (Q3+Q4), in the middle of extensive new product introductions in BD and SI in Q3+Q4, it is more than 50/50 that AMD shall trade around 10 sometime during the next 6 months. NVDA needs a convincing renevue growth in Tegra lines to break out of its current doldrum. INTC is fine in its current trading range. SMH needs to break 36 in order to establish its new up trend. That should happen only when SPY breaks out its current trading range. The impetus would be the resolution of the debt limit debate and EU bailouts. That said, there is a decent chance that both US and EU are somewhat fvcked up by politics. Looking forward to a 14" 1600x900 Trinity notebook. I am looking for a 14" 1600x900 A8-3500M, but can not find a model with customization options. Hope SONY or Lenovo have one soon.