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AMD's share value up 90% in 4 weeks

Caporegime
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On the back of repeated wins and good news on AMD over the past 4 weeks their share value has shot up by far and a long way faster than anything.
Almost doubling since April 18 and still climbing.

It started with The Game Console Wins, continued with the Microsoft Cloud Gaming win, on with AMD's announcement of the Open 3.0 Premium Servers which look excellent and are much cheaper than all others, then Dataram announcing a partnership with AMD, optimism with investors about AMD's Tablet APU's.......
 
People say this about AMD/Nvidia, and Intel/AMD, and it has, and always will be complete and utter nonsense.

How few people can think logically.

I had a Q6600, lets assume AMD didn't exist and Intel didn't move anything forwards at all, then the 2500k I have now, wouldn't be anywhere near as advanced as it is and cost the same as the Q6600, or the 2500k with no competition would cost £600..... in either situation I wouldn't buy it. Thats it, the whole argument, if there is no progressoin and there is zero value, no one would buy.

Intel have ONLY been competing against Intel in cpu's for the past 5-6 years, AMD's competition hasn't had any effect on Intel, AMD have been seriously better value for huge portions of the customer base for donkeys years and its made no difference.

GPU's are a better example, I had a 4870, if the 5870 either cost twice as much, or the 5870 was only 20% faster for the same price... who would buy it?

I bought a 5870 because it was 70% faster and good value, I bought a 7970 because it was 70-80% faster, and it was good value(I got one at £305 maybe 2 months after launch). Assume there is no Nvidia, if you have a 7970 and a 9970 that is either £600, or 20% faster and £400, what percentage of people on this forum would pay the £600 or £400 for something barely any better? More importantly, how many people would buy at 9970 if it was 70% faster at £400, and how many of them wouldn't if it was only 20% faster.

AMD, Intel and Nvidia need to compete with THEIR OWN products otherwise everyone would buy one pc, one gpu, and then barely ever bother again.

Is it better to sell 20million 7xxx series cards, then 20million 9xxx series cards, or 20mil 7xxx, then 200k 9xxx series cards, then 5 years later those 20mil 7xxx buyers all finally see a worthwhile upgrade. 20mil sales a year, or 20mil sales every 5 years.

Intel, AMD and Nvidia HAVE always been competing against their own products, they always will, and the competition has little to no effect on what they do.

If all GPU's shot up 100% in price due to no competition, 90% of sales would evapourate.... if they stopped providing performance increases, people wouldn't need to upgrade, or new computers, etc, etc.

£600 for a 2500K, your talking in extremes, like every other tech company Intel are loosing sales, the only way they can claw back those sales is to increase revenue, that means upping prices.
Not by huge amounts, but what they would do is creep it up until they find that balance where enough would pay to offset the fall in revenue. Perhaps from £200 to £250.

With a much cheaper alternative on the market Intel would find that difficult simply because there is such a thing as a cheaper alternative, if you only have one choice, then you have no choice other than not to at all, given that people will pay more without a choice, with in reason, of-course :)
 
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It looks like Goldman Sachs has started manipulating AMD stock,as it seems they don't want it to get higher:

http://allthingsd.com/20130516/amd-shares-crash-on-goldman-sachs-downgrade/

:rolleyes:

Goldman Sachs do something like this every time AMD's stock starts going up in value, if they are not writing articles denouncing the stock and the company while also ignoring AMD's Business road map (as if they don't know what it is) they keep down grading them while giving reasons in ignorance of that road map.
About 6 months ago the wrote a nonsense article that was full of unfounded baseless blanket statements, as is always the way with people like that, so i responded to it with hard facts and evidence. utterly cut them to ribbons, i gained countless likes and 37 followers for that article alone, and it felt great :D

Many have a feeling that they are very far from an independent rating agency, not just AMD, they do this to a lot of companies.

It was Goldman Sachs who predicted AMD would be in administration by about now, AMD have paid down the vast majority of their debts, they have spent the last few years paying big chunks of it off which is why they have resulted in the red since, they are now getting back into a position of being profitable, probably not in Q2, possibly in Q3. I don't have the exact figures but i know AMD's assets now outweigh their debts, AMD's last quarter results has put egg on Goldman Sachs face and it seems they are not happy about having been proven wrong.

They are, and will only continue to damage themselves as a reputable rating agency, a lot of people a raising eye brows at Goldman Sachs move here.
 
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The stock market has been manipulated by the rich for as long as its been around, a few guys leak a rumour that Intel might buy AMD and place some articles about how its possible because with ARM eating up market share and with tablets and phones PC's aren't the only computers anymore and so Intel wouldn't be a monopoly, so buying AMD isn't out of the question. Stock doubles, Goldman clearly sell all investments, then tank the gains so they don't look bad to their customers if AMD went up to $8 and they sold at $4.

The reality of capitalism...

There are also those with large amount of money tied up in rival companies like Intel / Nvidia who want nothing more than to see AMD fold, nothing personal, its just that 'should it happen' it would see Intel and Nvidia with total dominance, which would give their share price a much needed boost.

its a surreal thing but you get tech brand loyalties in the stock markets just as much as you do on forums like this.

Anyway, i did see that 'Intel Buy AMD' rumour, AMD's stock went up about $0.40, but that rumour was quickly slapped down. That was so obviously someone with AMD shares looking to make a quick buck :D

Thought, yes i would agree that Intel buying AMD is a real possibility, yet i'm extremely doubtful such a thing would ever happen.
Intel just don't feel they need AMD nor do they see AMD as a threat, and i very very much doubt AMD would sell.
 
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