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Everyone who has been paying attention has seen this coming. I've enjoyed getting my fair share since all the insider movement in the last month. Here are the

• fragsworth 11y ago
  After looking at all those links, I couldn't see anything that would have predicted the deals they're expecting with console vendors. That's the main reason their revenue shot up.
• Hydraulix989 11y ago
  This reads like an ad for TipRanks.
  • inglor 11y ago
    Well, the alternative would have been posting the data without any attribution to where I got it from. Would that have been better? I also followed AMD in Google News but honestly couldn't find anything too interesting there.
• ashitlerferad 11y ago
  Isn't insider trading illegal?
  • inglor 11y ago
    Insider trading as in: Reading the SEC reports that insider parties have to submit in order for them to be able to trade the stocks. This is pretty common, for example I've found a site that uses the same reports I read to trade with a strategy http://www.smarteranalyst.com/daily-insider http://www.smarteranalyst.com/daily-insider , I know a guy who works there and he eats his own dogfood (invests with the strategy) and so far he's claiming good profits. Personally I don't really buy into it yet but we'll see.
  • profquail 11y ago
    Insiders are allowed to trade the stock of the company they work for. They just can't make a trade which is motivated by non-public insider knowledge. For example, if the company was going to have another bad quarter the insiders can't dump their stock in advance of the public release date. Most of the time, insiders will have a schedule set up and announced well ahead of time for when they want to sell stock, to avoid being accused of selling in reaction to some negative event for the company.
• tcoppi 11y ago
  AMD has been keeping real Zen info much closer to their chest than Bulldozer info ever was, fueling speculation that they might have another flop on their hands, especially since Jim Keller left right after it taped out. Their future at this point all rides on if they can survive the next 1.5-2 years with little cash while getting Zen to the marketplace and hoping it is competitive with whatever Intel is putting out in the meantime. That being said, I think Zen is entering in a much better position to succeed than Bulldozer was - They're entering with a leading-edge 14nm process from Glofo, which has been producing for a year at this point, at good performance and yields by all accounts. Glofo's 32nm process that Bulldozer is on was less than stellar and never really achieved good power consumption. What we do know about Zen's architecture also seems much more conventional and "fat and wide" than Bulldozer, a design which Intel and AMD previous to Bulldozer were pulling off successfully for years. Bulldozer's module design might have been good in theory, but single-threaded performance suffered too much compared to the fat and wide design. If they can match Intel performance at even slightly lower price points, which seems likely given the above, I think they will easily survive the near to medium term, and if they are somehow able to do even better than that, we might be in another 2003-2007 era for Intel where they struggle to play catch up for the next few years. Seems unlikely, but you never know.
  • inglor 11y ago
    I've got my hands on some analyst reports about AMD about an hour ago (a little too late sadly) from a very respectable tech analyst (one of those wall street people with a 8 figure salary) which I can't share unfortunately. I have to say that you hit very close to base - makes me wonder if you've also read the report or are the said analyst :) They speculate that Zen is actually a lot further ahead than AMD are willing to admit publicly.
    • tcoppi 11y ago
      I have no inside or nonpublic information, I'm just an interested observer working in a related industry :)