Roleplayer

Richard Aronson

Roleplayer’s Activity

Wed Jun 18

NL

Boards Post

Roleplayer replied to the Advanced Micro Devices board. 9:17 AM

Re: Graphics card inventory problem?

I think Wayne is exactly right in consoles. You're a gamer, you want to buy some new hardware. Do you buy a new GPU? Or do you buy a PS4 or XBone? I'm sure a chunk of the GPU buildup is gamers buying new consoles instead of upgrading their gaming PC.

Sat Jun 14

NL

Boards Post

Roleplayer replied to the Advanced Micro Devices board. 2:30 AM

Re: AMD expect +$1B in 2014 compared to 2013

I expect the percentage of consoles on the shelf is small (and mostly XBone). I have yet to see a PS4 actually in a store.

Sun Jun 1

NL

Boards Post

Roleplayer replied to the Advanced Micro Devices board. 12:02 PM

Re: AMD at computex...

Last weekend I was gaming with a bunch of rocket scientists. One of them is working on the next Mars rover mission and somewhat disappointed that everything on his side of the mission is using the same parts that worked for landing the last rover. In [more]

Tue May 27

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Boards Post

Roleplayer replied to the Advanced Micro Devices board. 9:47 PM

Re: Mullins can't find design wins

Game consoles have to be higher margin than competing with ARM products on price.

Sun May 18

NL

Boards Post

Roleplayer replied to the Advanced Micro Devices board. 12:28 AM

Re: Mullins can't find design wins

Perhaps AMD isn't looking in the right place.

This article:

[more]

Wed Apr 30

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Boards Post

Roleplayer posted to the Advanced Micro Devices board. 11:33 PM

Puma Pounces

http://seekingalpha.com/article/2176213-amd-looses-puma-at-m...

Admittedly, the author is very much an AMD fan. [more]

Thu Apr 17

NL

Boards Post

Roleplayer replied to the Advanced Micro Devices board. 6:17 PM

Re: AMD beats again

Audio (and maybe transcript) is at:
[more]

NL

Boards Post

Roleplayer posted to the Advanced Micro Devices board. 6:05 PM

AMD beats again

$0.02 EPS versus forecast of $0.00. Revenues beat by (according to AMD) $60M, but compared to other estimates more than that.

Margins still 35%, forecast to stay at 35%.

PC sales dropped 8% Q/Q, less than expected. Console sales [more]

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Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool
Board Posts 5075
Recs Received 13261
People who have rec'd these posts 769
Recs to Posts Ratio (last 30 days) N/A
Threads Started 550
Threads Started Percentage 10.84 %
Most Frequent Board Advanced Micro Devices
Very First Post Re: wall st magic (8/20/1998)
Percentage of Posts Rec'd 68.22 %
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