Advanced Micro Devices, Inc. (AMD) Kaveri Chip, SoC & One Short Thesis

Editor’s Note: Advanced Micro Devices, Inc. (NYSE:AMD)

AMD Confirms Delay of Kaveri Chip to Early 2014 (Xbits)
Advanced Micro Devices, Inc. (NYSE:AMD) has confirmed that its highly-anticipated Kaveri accelerated processing unit that will features a number of innovations related to general-purpose computing on graphics processing units will not be available this year. It looks like Kaveri will be formally unleashed at the Consumer Electronics Show 2014 and then will reach the market in late Q1 or early Q2 next year, which will result in exactly one year delay compared to the original schedule.

Have Advanced Micro Devices, Inc (NYSE:AMD)’s new SoC processors lanced FX Series? (GDP Insider)
Advanced Micro Devices, Inc. (NYSE:AMD) has launched new G-Series SoC processors. These processors bring power-consumption down to 3W. The company has always been a leader in the processor industry but this new launch pushes power-consumption into the single-digit wattage space. The GX-210JA from AMD is a SoC or System on Chip with a 6W TDP. According to the company, its average power consumption is more in the range of 3W under normal usage conditions.However, no one should be misled into thinking that the low power consumption makes it a lightweight part. On the contrary, the GX-210JA is a fanless, dual-core 1GHz processor that packs a discreet Radeon HD 8180 GPU that runs at 225MHz. It also comes with complete support for an enterprise-class ECC RAM. The one downside is that it does not have USB 3.0 support and has only 1MB of L2 cache.

Watsco Moves Up In Market Cap Rank, Passing Advanced Micro Devices (Forbes)
In the latest look at stocks ordered by largest market capitalization, Russell 3000 component Watsco Inc. (NYSE: WSO) was identified as having a larger market cap than the smaller end of the S&P 500, for example Advanced Micro Devices, Inc. (NYSE:AMD), according to The Online Investor. Click here to find out the top S&P 500 components ordered by average analyst rating. Market capitalization is an important data point for investors to keep an eye on, for various reasons. The most basic reason is that it gives a true comparison of the value attributed by the stock market to a given company’s stock. Many beginning investors look at one stock trading at $10 and another trading at $20 and mistakenly think the latter company is worth twice as much — that of course is a completely meaningless comparison without knowing how many shares of each company exist. But comparing market capitalization (factoring in those share counts) creates a true “apples-to-apples” comparison of the value of two stocks. In the case of Watsco Inc. , the market cap is now $2.76B, versus Advanced Micro Devices, Inc. (NYSE: AMD) at $2.66B.

New Never Settle Bundle And Potential GPU Refresh May Boost AMD (Seeking Alpha)
Today SemiAccurate released an article detailing the upcoming September launch of Advanced Micro Device’s  next generation GPU. In the article Charlie also stated Kaveri remains on track as I had stated in my previous AMD piece. A GPU launch has the potential to aid a positive surprise during the Q3 earnings report, and possibly move the stock price around the release of the new GPUs. In this article I would like to provide some estimations of how this can impact revenue for the quarter going forward for AMD’s Graphics and Visual Solutions Segment.

Saintvilus: Short AMD to $3 (The Street)
Since reaching a low of $3.58 on July 24, shares of beleaguered chip giant Advanced Micro Devices have soared almost 10% in a manner of days. It didn’t take long for AMD bulls to remind me about my recent bearishness and what they perceived as an unfair attack on the company. But as shares of AMD spiked up as fast as the eye can blink, just as quickly the shares have fallen — causing that same eye to swell up.