Seeking Alpha
  • Justin Jaynes
    $AMD - those shorts better hope none of this business PC stuff $INTC mentioned bleeds into AMD's CS revenues.
    6/12/14
    Reply (27)
    • Ashraf Eassa: $AMD is not very exposed to corporate/business PCs whereas it is about 50% of $INTC PC revenues.
      6/12/14
    • Justin Jaynes: true - but recent statements going back to dec. 2013 indicate AMD is trying to push more into the business sector this year - doubt it shows
      6/12/14
    • Justin Jaynes: up during Q2 - but if you look @ $HPQ website, you can already order mobile Kaveri laptops, and beema/mullins laptops from the "business"
      6/12/14
    • Justin Jaynes: section - just playing around - I chatted via the chat function with a rep - they said the kaveri laptop would ship in ~3 weeks as of lst wk
      6/12/14
    • Justin Jaynes: even dell is selling some AMD laptops now - think the devil is ice skating... http://amzn.to/1oZCwWw
      6/12/14
    • Justin Jaynes: http://amzn.to/1oZCKgB seeing a few Kaveri laptops + dGPU laptops getting ready to start shipping soon
      6/12/14
    • Andreas Hopf: In Europe, the Intel press release seems rather to be understood as "AMD will finally suffer and lose all PC business - sell AMD".
      6/13/14
    • Andreas Hopf: AMD is already down 1.5% on volume here. Does not look too good, with Iraq on top of it all.
      6/13/14
    • Andreas Hopf: And the Feldman story that reads "AMD will also lose out in the server business, before even getting started". What do you make of all that?
      6/13/14
    • Market DJ: Media spin. As of 8pm EST $AMD was as at $4.39. Im not sure what to think of the Feldman thing, but I don't think its anything too bad :)
      6/13/14
    • Market DJ: But the Feldman thing has been spun both ways here, just depends on the source. I am in $AMD because of revenue, market cap, growth = value
      6/13/14
    • toonies: @AH: what news are you reading?. Link? I am in EU and my takeaways from the news look different.
      6/13/14
    • Andreas Hopf: Swedish/German newspapers (online) plus business TV reporting and national radio business programmes. Good to catch sentiment spin.
      6/13/14
    • Neosephiroth86: justin what's your TP for $AMD in 1-2 yrs?
      6/13/14
    • stockalicious: Rory said AMD has 4x more business design wins this year - i dont think Intel got all the demand locked up.
      6/13/14
    • Tri Duong: since they barely had any business design wins before, I'm not sure how much 4X really is...
      6/13/14
    • Justin Jaynes: @neo - TP isn't really worth trying to figure out for $AMD - I just care more about can the company grow revenues and finally start to gen $
      6/13/14
    • Justin Jaynes: at least IMO
      6/13/14
    • Justin Jaynes: And Tri - sure, playing with small numbers means large changes are easy to come by, but would you suggest AMD not get anymore commercial win
      6/13/14
    • Neosephiroth86: well my first target is same EV as $NVDA...do the math for the share price...well really do it because I haven't done for myself :)
      6/13/14
    • Neosephiroth86: and post it here
      6/13/14
    • Neosephiroth86: done 6.8 $ a share
      6/13/14
    • stockalicious: "The commercial market is coming to us," Lensing began. AMD director of mobility solutions - lets hope he is right.
      6/13/14
    • Mauro Alt: @stockalicious .. too bad the investors aren't going in their way ;-)
      6/13/14
    • Andreas Hopf: Today, in Europe business TV, radio and newspapers, the final demise of AMD has been contemplated. This stock (I bought into it this week)
      6/13/14
    • Andreas Hopf: is a sofa surfer machine. Sentiment is everything. Funnymenals don't mean a thing since many quarters. Server honcho leaving = bad news.
      6/13/14
    • stockalicious: " Server honcho leaving = bad news" Lisa said AMD starting to grow x86 server share = good news
      6/16/14