AMD's share value up 90% in 4 weeks

[ASE001]

AMD have recently made noises about following ARM's approach, designing and customizing designs for OEM's. Which seems to be a winning formula, look at ARM's share price of £10ish (up 50%ish in a year). AMD also now have an ARM license and looking at x86/ARM hybrid designs. They have also announced hUMA (Heterogeneous Unified Memory Access) for future x86/GPU designs (used in the PS4 I think?).

These show that there is enough potential for a return verses risk which makes them worth a punt! At the very least a takeover opportunity, which will inflate the share price?

 

[Random Guy]

Lets hope AMD comes up with some CPU wins in the future. I will shift to them from my i7 920 if they can release something competitive in the next cycle.

 

[Adisan]

I've always gone for AMD ;D

 

[Bleek]

I've been trading AMD for years, in another thread I did say a few months back it was a good time buy and so I did:

All the AMD doom-sayers really don't know jack about the business and the market.

 

[VIPER258]

Good news! Anything to keep Nvidia on their toes is a good thing.

 

[carlazai]

hopefuly they will revisit the days of athlon (the scary thing is that is more than 10y).

 

[Jay85]

By reading through this thread you can tell which the haters are and which the lovers are. Haters gonna hate and will do anything to bring good news down.

Competition is good afterall as it helps keeps prices down.

 

[Jay85]

I've been trading AMD for years, in another thread I did say a few months back it was a good time buy and so I did:

All the AMD doom-sayers really don't know jack about the business and the market.

+1

They dont look at the big picture and only at the enthusiast perspective. Some really dont know what AMD is doing other than making enthusiast cpu's lol. To them the enthusiast market is not as important as the much much larger tablet and laptop markets out there and now the even larger console market.

I tell you what though, the haters will be crying if AMD leave the enthusiast cpu market and Intel start charging insane prices. I for one would be as im currently very VERY happy with my 3570k! Ofc the monopoly police would slam down on them in a heartbeat haha.

 

[Rroff]

All the AMD doom-sayers really don't know jack about the business and the market.

Au contraire half the time these people know exactly what they are doing and the business/market (shorting).

Also (aside from those just doom-saying out of spite due to hatred of the company) they were in a very difficult position at the end of last year and there was a very realistic possibility they could have gone under. A lot of the recent rise in value isn't due so much on the back of recent business (this will probably contribute to further rises throughout the next few months) but the fact they made it through typically the toughest part of the financial year when they were already in very bad shape and emerged in a semi-healthy state = higher confidence in the company.

 

[Bleek]

Au contraire half the time these people know exactly what they are doing and the business/market (shorting).

I meant on this forum, lots of bias that doesn't look outside of the chip market.

I'm a commodities trader but I've made my fair share of shorts on AMD, long too. That stock has treated me very well.

 

[bru]

As DM said you cannot judge things by the last 4 weeks, so here is the last 2 years.

 

[Rroff]

As DM said you cannot judge things by the last 4 weeks, so here is the last 2 years.

In the context of the bigger picture tho the last ~4 weeks does tell a story - a lot of analysts were predicting they wouldn't come out of Q1 2013 in very good shape with quite a few predicting their demise or large scale breaking up/selling off of assets. While the stuff humbug mentioned are all contributing factors the current trend is mostly a natural market response to them coming out of this period in a lot better shape than anticipated - I don't think a lot of stuff humbug mentioned will be fully reflected in the share price until around the time of the Q2 earnings release.

 

[NightSt@lk3r]

Go AMD, the sooner they bring out competitive CPU's the better, Intel wont be able to overprice their CPU's then.

 

[gpuerrilla]

go AMD, the gravy train is coming, choo choo

+1

 

[jb7]

I've never bought shares before. I had some spare cash a few months back, so I bought some

1 Apple Share - gone down
2 Qualcomm shares - gone down
52 AMD Shares - gone WAY up

Though I'm only making a £60 profit on them at the moment... think I'll hold onto them for now

 

[reddev85]

I hope AMD can get back into the competitive CPU scene again sometime. Even Intel fanboys can't deny that it would be good for the market to have competition like we had around 10 years ago. Whether it will happen or not is the question.

 

[samuelc]

I've been trading AMD for years, in another thread I did say a few months back it was a good time buy and so I did:

All the AMD doom-sayers really don't know jack about the business and the market.

#jealous

 

[CAT-THE-FIFTH]

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/

 

[jb7]

I've been trading AMD for years, in another thread I did say a few months back it was a good time buy and so I did:

All the AMD doom-sayers really don't know jack about the business and the market.

Out of interest where are you trading? I'm using iii but they're a bit expensive

 

[Rroff]

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/

Hah I wonder why, me thinks someone got caught with their pants down.