Recent content by overclocked_enthusiasm

  1. O

    The AMD Execution Thread [2007 - 2017]

    BTW, the dGPU supply issue is fully resolved and pricing is waaaaay down NewEgg 290x 10/10 IN STOCK ($569) down $80 in 3 weeks MSRP $549 290 10/10 IN STOCK ($459) down $90 in 3 weeks MSRP $399 280x 14/14 IN STOCK ($309) down $140 in 3 weeks MSRP $299 270x 19/19 IN STOCK ($199) down $50 in 3...
  2. O

    The AMD Execution Thread [2007 - 2017]

    2014 WSA Well, it is only 90 days late... http://www.marketwatch.com/story/amd-amends-wafer-supply-agreement-with-globalfoundries-2014-04-01?reflink=MW_news_stmp "Under this amendment AMD expects to pay GLOBALFOUNDRIES approximately $1.2 billion in 2014. These purchases contemplate AMD's...
  3. O

    The AMD Execution Thread [2007 - 2017]

    My gut tells me prices hit a high water mark the last 2 weeks (since the $900 290x that showed up) and that is why the price "drop" is relevant imho. The thing that sets this time frame apart from the prices 1-2 months ago is the availability on each sku I listed...there is MUCH more "In Stock"...
  4. O

    The AMD Execution Thread [2007 - 2017]

    There is an inverse relationship to high hashrates and GPUs ability to be cost effective miners yes? So the higher the hashrate the less likely GPUs make sense for mining...wonder where the tipping point is for Litecoin and others...
  5. O

    The AMD Execution Thread [2007 - 2017]

    NewEgg 290x 9/9 IN STOCK ($649) down $50 in 1 week MSRP $549 290 8/8 IN STOCK ($549) down $50 in 1 week MSRP $399 280x 10/11 IN STOCK ($449) down $20 in 1 week MSRP $299 270x 12/12 IN STOCK ($249) down $20 in 1 week MSRP $199 Ebay Pricing similar or higher to NEW I will update this...
  6. O

    The AMD Execution Thread [2007 - 2017]

    The national debt really has no bearing on any company either doing business here or choosing overseas. Taxes may rise in an effort to reduce this national debt but generally corporations are taxed at a low rate to foster investment and retention. The move to China is likely what that said it...
  7. O

    The AMD Execution Thread [2007 - 2017]

    Our portion of that is "only" $17,000,000,000,000...lol
  8. O

    The AMD Execution Thread [2007 - 2017]

    http://www.digitimes.com/news/a20140224PD214.html "AMD has reportedly moved its desktop business headquarters from the US to Beijing, China and has also assigned its desktop business general manager Steven Liu to the new office with the goal of strengthening the company's competitiveness in...
  9. O

    The AMD Execution Thread [2007 - 2017]

    Why did Nvidia use 28nm for Maxwell?
  10. O

    The AMD Execution Thread [2007 - 2017]

    Who is likely to get to 20nm first...TSMC or GF?
  11. O

    The AMD Execution Thread [2007 - 2017]

    http://wccftech.com/amd-carrizo-apu-excavator-cores-28nm-claims-leak-shift-glofo-spotted/ "An extremely important leak just arrived on our doorstep and (for the first time I think) the leak is provided by Extremetech.com which noticed a very important piece of evidence posted on SA forums. The...
  12. O

    The AMD Execution Thread [2007 - 2017]

    I would risk ordering too much in order to protect my business...my core base...without a moments hesitation. My "inventory cost" would be a temporary reduction in cash on hand but would not negatively impact my margins as I can likely sell them later for my target asp. Guess what happens when...
  13. O

    The AMD Execution Thread [2007 - 2017]

    No. I expect any global company who's primary supply channel comes to a predictable screeching halt for 2+ weeks to plan accordingly as any good procurement manager would do by having extra inventory to compensate for this supply disruption. Why would ANY publicly traded company sacrifice 1/6...
  14. O

    The AMD Execution Thread [2007 - 2017]

    http://www.digitaltrends.com/computing/amd-says-recent-graphics-card-shortage-price-hikes-due-chinese-new-year-litecoin-miners/ "When we spoke with AMD, they told us that the Chinese New Year wreaked havoc on supplies of AMD graphics cards, like the Radeon R9 290X. This isn’t like Memorial Day...
  15. O

    The AMD Execution Thread [2007 - 2017]

    I have to assume they began addressing this as early as December when the availability issues surfaced. They must have channel checks that would have raised red flags very early on. That would mean some easing starting in March based upon the timelines put out here of 3-4 months IF AMD...
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