Article: Is There A Turnaround For AMD Ahead?

[humbug]

Damn it! I knew I should have bought some AMD shares in November.

Yeah... it went up 40% in 2 weeks from $1.80 to $2.60

its zigzagging around again now between $2.30 and $2.50, to unpredictable again for the moment.

Because of the constant steam of bad news and bad news spin; its hughley under valued, the first bit of good news will get it heading skyward again at a vertical rate.

in the longer term ideally they need to get their market cap to match their long tern debt of $2.04bn ($2.70 a share)
I think its worth about $3.50, that's what i think the share value will be by the end of next year

 

[Tattysnuc]

Thanks for sharing the article. Nice to see the wider picture being discussed, rather than the usual "AMD are dying because they are not as high performing as Intel's X86 chips" argument.

Could it actually be Intel who have all their eggs in one metaphorical basket?

 

[humbug]

Thanks for sharing the article. Nice to see the wider picture being discussed, rather than the usual "AMD are dying because they are not as high performing as Intel's X86 chips" argument.

Could it actually be Intel who have all their eggs in one metaphorical basket?

Well, they all do.

Intel don't make Discrete GPU's nor do they design and make servers or supply hardware to Game Console makers, their reliance on CPU's is (while not complete) is pretty much total.

Like AMD they are venturing into the Tablet space but with very limited success so far, they will have more success than AMD in that but its not AMD Intel need to deal with, its ARM and even ARM derived Nvidia Tegra chips (of which i have one in my HTC One-X)

This is why confidence in apparently unstoppable Intel also looks like this....

 

[Silver47]

Kinda. Bit of a weird one with the 7xxxG's, as they are they are cut down versions of the 6900 series cards with VLIW4 rather than VLIW5. So while the 6600D has 480 cores, the first gen A series had rebranded 56/55/5400 cores, the new FM2 A series chips only have 384 cores, yet can more or less keep up (but not match or overtake obviously) with a 480 cores GPU.

But Humbug was right, the die shrink hopefully means they can throw more silicon at the problem but still need more memory bandwidth (DDR4 can't come soon enough for AMD)

 

[Juantjie]

So guys, slightly off-topic (and sorry for that), but if I wanted to buy some shares in AMD, say 15 squid, how would I go about doing such a thing? Cheers

 

[humbug]

So guys, slightly off-topic (and sorry for that), but if I wanted to buy some shares in AMD, say 15 squid, how would I go about doing such a thing? Cheers

Thats a mine field, No one can say to you do this and that, its not as simple as that.
They only way to do it right is to actually know what your doing, the only way you will get there is to study it in depth and gather extensive knowledge.

Its also not a good idea for anyone to give you instructions for what is essentially gambling.

 

[The_Abyss]

So guys, slightly off-topic (and sorry for that), but if I wanted to buy some shares in AMD, say 15 squid, how would I go about doing such a thing? Cheers

You'd also pay a minimum of £5 to buy and another £5 to sell, not to mention the spread. With that in mind, and wanting to trade such a low value, you'd almost need the price to double before you'd even get your original £15 back.