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AMD on the road to recovery.

Destination said:
Shortages
Prices
New product available soon

All these will factor into lower output in the month before a new major release

What will be interesting is if intel have been sandbagging and the shortages are actually due to them have vast amounts of new stock ready to roll.
If this is the case, and the chips turn out to be more than 10% better than the models they replace, then I should think it’ll look rosy again for them.
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They won't have had time in the design cycle to deal with Spectre/Meltdown, so they will have to live with the loss of performance due to the mitigations. That's going to hurt them in datacentre and the like.
 
Bull run a little overdone. Could bounce back quickly which is what some options traders are betting on but actually it would be quite healthy now for AMD to settle a little lower for a while. Results need to start backing up the expensive share price.
AMD share price has a P/E ratio of 101 compared to Intel's 16.7 and Nvidia's 42.19, where Intel is the cheapest of the three in this ratio (PE stands for price/earnings).
Worth also noting that as well as being cheap in this ratio, Intel pays a dividend of 2.58% while AMD pays none. Nvidia's is a lowly 0.21%
 
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Tee Hee Johnson said:
Whats happening?

iJIAZUX.png
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Google game stream service, Intel making noises about 10nm, nothing new, still delayed till 2019 but they are making noises and that alone spooks some people.

AMD (AMD -3.4%) is heading in the opposite direction possibly because of yesterday’s launch of Google’s Project Stream in-browser gaming test program. But the company also had an analyst downgrade yesterday and dropped last Friday as rival Intel updated its 10nm chip supply.
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https://seekingalpha.com/news/3394533-semi-stocks-trade-catalysts#email_link
 
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Here... this is Intel's statement, nothing has changed but the mere fact that Intel speaks has some people moving thier money around because they think Intel speaking spells the end for AMD.

https://seekingalpha.com/news/3393776-amd-minus-4_5-percent-intels-10nm-supply-update

https://newsroom.intel.com/news-releases/supply-update/

Its nothing, its a blip by idiots who somehow don't know 10nm was always due to its delay in 2019 and think its some sort of turn-up for Intel, the next financial results, due soon, will push AMD back over $30, its going to be better than expected.
 
If only I could call the peak as well as I did with AMD all the time...happy with selling half my stocks at 32.

If it drops below 25 I'll probably jump back in with a long term position.
 
mid_gen said:
If only I could call the peak as well as I did with AMD all the time...happy with selling half my stocks at 32.

If it drops below 25 I'll probably jump back in with a long term position.
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I usually buy and hold but did sell quite a bit around $31. Looked a bit overdone for now and also need to increase cash position for an annoying flat refurb(won't sell, need to do some work). Still holding more in a SIPP that has some spare cash so might add to the SIPP position if it drops further. Sold higher than my target of $24 anyway so pretty happy with that.
 
DarrenM343 said:
I usually buy and hold but did sell quite a bit around $31. Looked a bit overdone for now and also need to increase cash position for an annoying flat refurb(won't sell, need to do some work). Still holding more in a SIPP that has some spare cash so might add to the SIPP position if it drops further. Sold higher than my target of $24 anyway so pretty happy with that.
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I should have bought in a year or so back, i had some cash sat spare, i kept mentioning to the wife, but she doesnt understand and opted to put the cash towards a new car instead, then we bought a new house for a price that was too good to pass up (was my nans) and ive just finished refurbing it, have a fair chunk of equity in it so im tempted to drag some out to put on AMD shares as i dont think we will sell this property, probably just rent it out, so after taking out the equity and putting that towards another property, i will have a good amount spare. But im wondering if the share prices will hold or drop further, in envision i need to move sooner rather than later as i think next year will push the share prices up again further off the back of 7nm products.
 
SiDeards73 said:
I should have bought in a year or so back, i had some cash sat spare, i kept mentioning to the wife, but she doesnt understand and opted to put the cash towards a new car instead, then we bought a new house for a price that was too good to pass up (was my nans) and ive just finished refurbing it, have a fair chunk of equity in it so im tempted to drag some out to put on AMD shares as i dont think we will sell this property, probably just rent it out, so after taking out the equity and putting that towards another property, i will have a good amount spare. But im wondering if the share prices will hold or drop further, in envision i need to move sooner rather than later as i think next year will push the share prices up again further off the back of 7nm products.
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I tend not to try to pick market bottoms as it's an impossible task, so it's a case of buying when happy to do so and then not watching the market too closely after that, ie, if it drops further just ignore that - some think they've got it wrong and sell and try to buy back lower but by then the market is higher :). You really don't need to buy or sell at the best price possible.
Some are saying AMD is now in a bear market but IMO it's correction territory to the overall trend. It's moved too far too fast.Looking ahead I suspect the gains won't be as big in such a short time frame as AMD need to turn in good figures each quarter to back up the share price, but I think they will be able to. Share prices can really only move so far on expectation. One of my fears was of a price war with Intel but Intel don't seem to want that, at least in consumer/home market. That probably could have been quite damaging to AMD because during this time when they're doing really well the last thing they need is a price war reducing their profits. Same case for Intel too but they're a much bigger/stronger company.
I'm sure you know this already but with investment comes risks so don't put too many eggs in one basket :).
 
DarrenM343 said:
I tend not to try to pick market bottoms as it's an impossible task, so it's a case of buying when happy to do so and then not watching the market too closely after that, ie, if it drops further just ignore that - some think they've got it wrong and sell and try to buy back lower but by then the market is higher :). You really don't need to buy or sell at the best price possible.
Some are saying AMD is now in a bear market but IMO it's correction territory to the overall trend. It's moved too far too fast.Looking ahead I suspect the gains won't be as big in such a short time frame as AMD need to turn in good figures each quarter to back up the share price, but I think they will be able to. Share prices can really only move so far on expectation. One of my fears was of a price war with Intel but Intel don't seem to want that, at least in consumer/home market. That probably could have been quite damaging to AMD because during this time when they're doing really well the last thing they need is a price war reducing their profits. Same case for Intel too but they're a much bigger/stronger company.
I'm sure you know this already but with investment comes risks so don't put too many eggs in one basket :).
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Yeah i would be looking a minimum of 3years on investment before thinking of taking anything out if i jumped in, obviously if something crazy happened and AMD was on the verge of bankruptcy i'd salvage what i could lol.
 
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