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  • IT news
  • it-technology
    it-technology, Сентябрь, 14

    imageНа фоне публичных дискуссий о глобальных перспективах блокчейн, одной из стран, активно применяющих данную технологию на государственном уровне, стала Эстония. В этой прибалтийской стране с населением чуть более 1,3 млн человек технология уже успела найти практическое применение в медицине, банковском секторе, биржевой торговле и нотариате. Мы, в команде блокчейн-сервиса Wirex решили подробнее рассмотреть каждое из направлений применения блокчейн-технологии в Эстонии.

    В начале весны проект Guardtime, специализирующийся на обеспечении безопасности данных, объявил о партнерстве с eHealth Foundation — Фондом электронного здравоохранения Эстонии. В основе решений, предложенных Guardtime, лежит KSI (Keyless signature infrastructure) — блокчейн-технология, обеспечивающая масштабные проверки подлинности данных без опоры на централизованный доверенный орган. Цель проекта — защита свыше 1 млн медицинских записей. Согласно замыслу разработчиков Guardtime, реализованная ими инфраструктура KSI внедрена в ядро базы данных Oracle. Благодаря этой интеграции изменения в истории болезни пациентов можно увидеть в режиме реального времени.
    ( Читать дальше )

  • IT news
    IT news, Август, 30

    It’s not just about Apple (NASDAQ: AAPL)

    Both the US and EU have long lobbied Ireland to change its tax structure and the much vaunted “Double Irish” loophole which allowed intellectual property to be exploited to such a ridiculous extent by many multinational corporations. Ireland did in fact pass a law to do away with the scheme in 2010 although this only prevented new firms from using it and existing firms were exempted. Given that Apple had used the system since the 1980’s, it was free to carry on at will.

    As such, Ireland finds itself in a difficult position given that it has long offered similar sweetheart deals to large companies in an effort to attract investment. It is not the only EU country which has been ordered to demand more tax revenue from companies which it has special arrangements with, all of these cases are also pending appeals so there is as yet no precedent which has been set.

    The difficulty many of these companies have is that they have such huge cash stockpiles in tax havens and are refusing to repatriate the funds to their home country (the US in Apple’s case) because they view the tax rates in the US as unfair and as such are of course pushing US authorities for some kind of repatriation amnesty which would allow them to bring the money back without paying full tax on it. If you’re a government in need of cash, how long do you wait before agreeing to such a deal in order to get some cash in the coffers?

    State Aid is a tricky area. It’s one that both the EU and US have played to various advantages and argued over for many years, not least in the long term Boeing vs. Airbus debate which has seen both sides throw accusations of unfair state aid at their respective counterparts and companies. This latest instalment will only further complicate the global back story. A back story which recently saw the US treasury hitting out at the EU and issuing thinly veiled threats of retaliation if it feels US companies are being unfairly targeted by the EU Commission.

  • IT news
    IT news, Август, 25

    Broader Industry Trend?

    It’s true, tech (and chip makers in particular) have driven a lot of growth in the market in recent times, being one of the best performing sectors in the S&P 500 for the last year, but let’s be realistic, although the tech sector is doing well, AMD is not riding the broader wave of the tech industry resurgence.

    It’s certainly a factor which people may be considering in choosing their investments, but although AMD stock is up a lot, it’s not been the smoothest of rides to get to where it is today, let’s take a look at what’s going on.

    AMD (NASDAQ: AMD) – Is the turnaround here? Perhaps.

    We know that AMD has been working to get itself onto a turnaround trajectory. The company has spent years in the doldrums from a financial perspective which has been reflected by its poor earnings quality, relatively low valuation and in some respects by the performance of the products it makes.

    Console design wins and once off payments are all well and good, but we know what mostly drives chip makers profits, namely performant products in the channel for retail and system builders/data centres seeing you as a viable alternative and placing orders.

    AMD (NASDAQ: AMD) hasn’t been particularly competitive in the CPU space for quite some time. Similarly, although they have somewhat managed to keep pace with Nvidia in the GPU space, they always seem to be a trailing competitor.

    Some of you may recall the piece I did previously discussing monopolies and monopolistic situations (here). I saw it debated both here and on Reddit among other places, lots of quotes were taken and used out of context. Of course monopolies in general are considered “bad” for the consumer, but the point of that article was not that AMD should be supported at all costs, more so that for AMD to be doing its job, it actually needs to compete effectively with both Intel (NASDAQ: INTC) and Nvidia (NASDAQ: NVDA) and turn itself around, giving its clients (whether retail or b2b) an incentive to buy from it again.

    Well as things stand, the turnaround SEEMS to be in progress, but has it fully taken hold yet? That’s harder to call. Certainly the stock price would seem to indicate it is, but the question is does the stock price accurately reflect the value of the company? This seems not to be the case from a fundamentals perspective.

    GPUs are an important product. Nvidia (NASDAQ: NVDA) has shown just how successful a business can be made from this one sector alone impressively. AMD has been lagging in market share for GPUs for a long time but with the launch of Polaris, AMD finally seems to be regaining market share, as indicated in the latest Jon Peddie report (source) showing AMD’s market share jumping to 29.9% from 22.8% last quarter and 18% a year ago. Sure, that’s a decent gain, but probably not enough by itself to justify the stock price surge this year. Also keep in mind that although its market share is on the up, AMD’s earnings last quarter (here), while decent, shows that there is still a long way to go for AMD (NASDAQ: AMD) to be considered a solid company financially. Additionally, it still isn’t fully competitive in the GPU space with Nvidia given that it is currently absent from the top end and effectively has nothing to compete with the 1070 and above yet, although the expectation is that Vega will obviously attempt to rectify that situation when it launches soon.

    So we come to the other cornerstone of AMD’s turnaround strategy: Zen CPUs.

    As I’m sure I don’t need to tell anyone on this site. Zen isn’t here yet. We are starting to see sniffs and hints and clues as to its performance (Ashes results here, AMD controlled test here), what’s been seen and said looks anything from reasonable to impressive, but there’s simply not a huge amount of data yet on which to pass judgement.

    Ultimately a lot of these sniffs are what is feeding AMD. The underlying fundamentals of the company don’t seem to justify its current valuation as things stand today.

  • IT news
    IT news, Август, 12
  • IT news
    IT news, Август, 5

    .IRPP_ruby , .IRPP_ruby .postImageUrl , .IRPP_ruby .centered-text-area { height: 130px; position: relative; } .IRPP_ruby , .IRPP_ruby:hover , .IRPP_ruby:visited , .IRPP_ruby:active { border:0!important; } .IRPP_ruby .clearfix:after { conte…
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  • IT news
  • IT news
    IT news, Июль, 29

    Talking users, looks like we’re all going to be facebooking for quite a while. The network’s daily active users for this quarter stood at 1.13 Billion on average, marking an increase of 17% over the year. More impressive are mobile DAUs, which have grown in correspondence with adverti…
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  • IT news
    IT news, Июль, 22

    .IRPP_ruby , .IRPP_ruby .postImageUrl , .IRPP_ruby .centered-text-area { height: 130px; position: relative; } .IRPP_ruby , .IRPP_ruby:hover , .IRPP_ruby:visited , .IRPP_ruby:active { border:0!important; } .IRPP_ruby .clearfix:after { content: ""; display: table; clear: both; } .IRPP_ruby { display: block; transition: background-color 250ms; webkit-transition: background-color 250ms; width: 100%; opacity: 1; transition: opacity 250ms; webkit-transition: opacity 250ms; background-color: #2C3E50; box-shadow: 0 1px 2px rgba(0, 0, 0, 0.17); -moz-box-shadow: 0 1px 2px rgba(0, 0, 0, 0.17); -o-box-shadow: 0 1px 2px rgba(0, 0, 0, 0.17); -webkit-box-shadow: 0 1px 2px rgba(0, 0, 0, 0.17); } .IRPP_ruby:active , .IRPP_ruby:hover { opacity: 1; transition: opacity 250ms; webkit-transition: opacity 250ms; background-color: #34495E; } .IRPP_ruby .postImageUrl { background-position: center; background-size: cover; float: left; margin: 0; padding: 0; width: 31.59%; } .IRPP_ruby .centered-text-area { float: right; width: 65.65%; padding:0; margin:0; } .IRPP_ruby .centered-text { display: table; height: 130px; left: 0; top: 0; padding:0; margin:0; } .IRPP_ruby .IRPP_ruby-content { display: table-cell; margin: 0; padding: 0 74px 0 0px; position: relative; vertical-align: middle; width: 100%; } .IRPP_ruby .ctaText { border-bottom: 0 solid #fff; color: #3498DB; font-size: 13px; font-weight: bold; letter-spacing: .125em; margin: 0; padding: 0; } .IRPP_ruby .postTitle { color: #ECF0F1; font-size: 16px; font-weight: 600; margin: 0; padding: 0; } .IRPP_ruby .ctaButton { background: url(http://cdn.wccftech.com/wp-content/plugins/intelly-related-posts-pro/assets/images/next-arrow.png)no-repeat; display: inline-block; height: 130px; width: 54px; } .IRPP_ruby .ctaButton { background-color: inherit; margin-left: 10px; position: absolute; right: 0; top: 0; } .IRPP_ruby:after { content: ""; display: block; clear: both; }
    Advanced Micro Devices, Inc (NASDAQ: AMD) Shares Drop 8% With Sharp Increase In Traded Volume

    The company has reported a very interesting mix of financials this year. On the GAAP side, they have an operating loss but a net income, while on the non-GAAP side, they have an operating income but a net loss. So what exactly does all of this mean? Well, I will be going through a detailed analysis and breakdown of the hows and whats of AMD’s return to (op) profitability.

    The company reported an operating loss of 8 Million dollars, yet eventually, we are seeing a net income of $69 Million. So how does that add up? To keep things coherent. I will be comparing GAAP components to Non-GAAP components and showing you how everything adds up. Lets start with the difference in operating income.

    AMD is reporting an operating loss of $8 Million on the GAAP side and an operating profit of $3 Million on the non-GAAP side.

    The reason for this discrepancy is that under Non-GAAP measures, AMD is allowed to recognize stock-based compensation (roughly $18 Million in income) and must deduct restructuring and other special charges of $7 Million. So the primary income driver here is the increase in AMD’s share price, which has jumped quite a lot in the past few months. The nature of this driver is not sustainable in nature and does not reflect intrinsic growth since its basically a feedback loop from the share price.

    Lets take a look at the difference in net income now. On the GAAP side, AMD is reporting a net income of $69 Million, which is pretty damn impressive, and a net loss of $40 Million on the Non-GAAP side.

    The reason for that is that under GAAP measures, AMD is allowed to recognize the cash proceeds from its ATMP JV as other income gain. Which it did. It recognized $150 Million out of the $352M cash proceeds and that is what it primarily used to turn around around the ship. Since this is a one-off gain and not something sustainable, it is not recognizable under Non-GAAP basis. So if you ignore the $150 million one-off gain, deduct the special restructuring charge while adding the stock compensation gain as well as the provision for taxes you get the net loss of $40 Million. Which is a much more accurate reflection of the current state of events, for investors that are in it for the long term.

    We also noticed some decent growth drivers in AMD (NASDAQ: AMD)’s financials. The revenue increase itself speaks volumes for the company. After almost 10 % increase over from last year, the company is on a very bullish trend. The company shifted to 14nm FinFETs and introduced its RX lineup of GPUs spear headed by the value monster – the RX 480. The full financial impact of the the RX 480, RX 470 and RX 460 moving in volume is not present in these financials, not to mention the company is on track to reveal Zen shortly. In other words, all indicators for intrinsic growth are present in the company, we just have to wait for them to mature.

    .IRPP_ruby , .IRPP_ruby .postImageUrl , .IRPP_ruby .centered-text-area { height: 130px; position: relative; } .IRPP_ruby , .IRPP_ruby:hover , .IRPP_ruby:visited , .IRPP_ruby:active { border:0!important; } .IRPP_ruby .clearfix:after { content: ""; display: table; clear: both; } .IRPP_ruby { display: block; transition: background-color 250ms; webkit-transition: background-color 250ms; width: 100%; opacity: 1; transition: opacity 250ms; webkit-transition: opacity 250ms; background-color: #2C3E50; box-shadow: 0 1px 2px rgba(0, 0, 0, 0.17); -moz-box-shadow: 0 1px 2px rgba(0, 0, 0, 0.17); -o-box-shadow: 0 1px 2px rgba(0, 0, 0, 0.17); -webkit-box-shadow: 0 1px 2px rgba(0, 0, 0, 0.17); } .IRPP_ruby:active , .IRPP_ruby:hover { opacity: 1; transition: opacity 250ms; webkit-transition: opacity 250ms; background-color: #34495E; } .IRPP_ruby .postImageUrl { background-position: center; background-size: cover; float: left; margin: 0; padding: 0; width: 31.59%; } .IRPP_ruby .centered-text-area { float: right; width: 65.65%; padding:0; margin:0; } .IRPP_ruby .centered-text { display: table; height: 130px; left: 0; top: 0; padding:0; margin:0; } .IRPP_ruby .IRPP_ruby-content { display: table-cell; margin: 0; padding: 0 74px 0 0px; position: relative; vertical-align: middle; width: 100%; } .IRPP_ruby .ctaText { border-bottom: 0 solid #fff; color: #3498DB; font-size: 13px; font-weight: bold; letter-spacing: .125em; margin: 0; padding: 0; } .IRPP_ruby .postTitle { color: #ECF0F1; font-size: 16px; font-weight: 600; margin: 0; padding: 0; } .IRPP_ruby .ctaButton { background: url(http://cdn.wccftech.com/wp-content/plugins/intelly-related-posts-pro/assets/images/next-arrow.png)no-repeat; display: inline-block; height: 130px; width: 54px; } .IRPP_ruby .ctaButton { background-color: inherit; margin-left: 10px; position: absolute; right: 0; top: 0; } .IRPP_ruby:after { content: ""; display: block; clear: both; }
    Pre-Earnings Analysis: Intel Corporation, Advanced Micro Devices and Nvidia Corporation

    Non-GAAPQ2-16Q1-16Q2-15 Revenue$1,027M$832M$942M Operating income (loss)$3M$(55)M$(87)M Net loss / loss per share$(40)M/$(0.05)$(96)M/$(0.12)$(131)M/$(0.17) Non GAAP Quarterly Results of Advanced Micro Devices (NASDAQ: AMD) for Q2 2016.
    ( Читать дальше )

  • IT news
    IT news, Июль, 16

    .IRPP_ruby , .IRPP_ruby .postImageUrl , .IRPP_ruby .centered-text-area { height: 130px; position: relative; } .IRPP_ruby , .IRPP_ruby:hover , .IRPP_ruby:visited , .IRPP_ruby:active { border:0!important; } .IRPP_ruby .clearfix:after { content: ""; display: table; clear: both; } .IRPP_ruby { display: block; transition: background-color 250ms; webkit-transition: background-color 250ms; width: 100%; opacity: 1; transition: opacity 250ms; webkit-transition: opacity 250ms; background-color: #2C3E50; box-shadow: 0 1px 2px rgba(0, 0, 0, 0.17); -moz-box-shadow: 0 1px 2px rgba(0, 0, 0, 0.17); -o-box-shadow: 0 1px 2px rgba(0, 0, 0, 0.17); -webkit-box-shadow: 0 1px 2px rgba(0, 0, 0, 0.17); } .IRPP_ruby:active , .IRPP_ruby:hover { opacity: 1; transition: opacity 250ms; webkit-transition: opacity 250ms; background-color: #34495E; } .IRPP_ruby .postImageUrl { background-position: center; background-size: cover; float: left; margin: 0; padding: 0; width: 31.59%; } .IRPP_ruby .centered-text-area { float: right; width: 65.65%; padding:0; margin:0; } .IRPP_ruby .centered-text { display: table; height: 130px; left: 0; top: 0; padding:0; margin:0; } .IRPP_ruby .IRPP_ruby-content { display: table-cell; margin: 0; padding: 0 74px 0 0px; position: relative; vertical-align: middle; width: 100%; } .IRPP_ruby .ctaText { border-bottom: 0 solid #fff; color: #3498DB; font-size: 13px; font-weight: bold; letter-spacing: .125em; margin: 0; padding: 0; } .IRPP_ruby .postTitle { color: #ECF0F1; font-size: 16px; font-weight: 600; margin: 0; padding: 0; } .IRPP_ruby .ctaButton { background: url(http://cdn.wccftech.com/wp-content/plugins/intelly-related-posts-pro/assets/images/next-arrow.png)no-repeat; display: inline-block; height: 130px; width: 54px; } .IRPP_ruby .ctaButton { background-color: inherit; margin-left: 10px; position: absolute; right: 0; top: 0; } .IRPP_ruby:after { content: ""; display: block; clear: both; }
    NVIDIA Might Be Preparing GeForce GTX 950 SE Graphics Card - Expected To Feature Better Performance Than a 750 Ti at The Same Price

    Nvidia (NASDAQ:NVDA) is still heavily dependent on its GPU business for both revenue and margin, although it has been making progress towards diversification of its revenue base. FY 2016 saw them with a 6% decline in Pro Visualisation, 7% growth in Data Centre, 75% growth in Auto (although still the smallest of the 4 groups at only $320m) and a staggering 37% growth in the already mature Gaming segment with $2.8bn in revenue still comprising about two thirds of the company’s overall business.

    Downgrade

    So David Wong at Wells Fargo and his team have cut their expectation to “Underperform” from “Market Perform”. Citing increased competition from AMD in the shape of Polaris for GPU’s and Intel (NASDAQ:INTC)  in Knights Landing for HPC, Wells do state that they expect Nvidia to continue to grow revenue in HPC but that the competition may negatively impact its ability to consistently beat market expectations like it has in the past.

    Add onto this that sources such as Starmine currently point to a valuation around $34 and you can see why an analyst may have gotten an itchy trigger finger and decided to fire the starting gun.