Advanced Micro Devices Inc. (AMD)

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All Comments on AMD

  • commenter
    Scully
    Jul 09 02:24 AM
    Wall Street Breakfast: Must-Know News [view article]
    "Disney's (DIS) Pixar unit still uses AMD chips. " ...

    Incorrect, Pixar is an Intel house. They switched from Sun to Intel based render/servers in 2003. Google is your friend.

    Intel was the driving force behind Monsters, Inc., Finding Nemo, The Incredibles, Cars and most recently Wall.E
    www.intel.com/pressroo...
    news.cnet.com/2100-100...     Reply
  • commenter
    htroute66
    Jul 08 10:38 AM
    AMD: Chipping Away at Intel [view article]
    I sure am glad you ANAL-ysts are always right! Dreamworks has chosen to use INTC chips in lieu of AMD chips......exactly how much market share did AMD pick up on that one? AMD probably won't even last until the 2010 court date! Ruiz is doing the same thing to AMD that he did to Motorola! Reply
  • commenter
    Jenn
    Jul 05 01:29 AM
    AMD: Chipping Away at Intel [view article]
    "We think it is reasonable to expect AMD to continue to eat into Intel’s domination of the processor market."

    When a sentence begins with that many weasel words you know you're dealing with a severe case of wishful thinking. With AMD losing ground to Intel on so many fronts, it's not only unreasonable to expect them to "eat into Intel's domination", it's borderline delusional.

    The unasked question is how will AMD survive when they continue to fall behind on process shrinks and are about to lose their two advantages in architecture (HyperTransport, IMC) ?

    I just read that Ockham Research's motto is "efficiency is valuable." That's ironic since they seem to have zero appreciation for the value of efficiency in technology. AMD is being killed by Intel on that very basis and no amount of gimmickry named "Puma" "Fusion" or "Asset Lite" is going to save it.

    ______________________...
    Hey Cleetus (a.k.a. Pompous Ass Coward) where r u hiding? We want to know more about the plague of innumeracy!     Reply
  • commenter
    Bugs
    Jul 04 04:51 PM
    AMD: Chipping Away at Intel [view article]
    I recall Jim Cramer screaming AMD was " Best of Breed " and Intel was run by lawyers and to stay away. Cramer's next target for AMD ( from around $33 per share ) was $ 40.00. He repeated this garbage until it ceased to be a screaming buy under $ 30 and traveled to the low 20's. Now he says there is no purpose for AMD's existence. With AMD almost in penny stock range ( $5.00 & below ) and Intel shares struggling It's best to put money in Intel not AMD as tempting as the author's target price of $12. Intel has been " Best of Breed " for a long time, but this doesn't mean it will make you money. $18 to $27 ( roughly ) has been Intel's best run in the last couple of years. AMD shares have been everywhere and back. If you want to speculate AMD may be a vehicle. It's just not to my taste because I agree now with Cramer that AMD has no reason to exist. Reply
  • commenter
    Larry M.
    Jul 04 02:18 PM
    AMD: Chipping Away at Intel [view article]
    Hey Investors ...... and Consumers ........ ya better hope that AMD makes it. If they go down ....... Intel will really ratchet up Prices. If the Public was ... which they are Not ...... they would Purchace AMD just to Keep a Good Product Alive and to Keep Consumer Prices Down ! Reply
  • commenter
    Smart1
    Jul 04 01:04 PM
    My Website
    AMD: Chipping Away at Intel [view article]
    Can anybody tell me what AMD is going to do about running our of money....???? This not some monopoly game, you need real money to operate a business.

    By the way PH, I consider it an honor for somebody as poorly informed as you to call me an idiot.....     Reply
  • commenter
    wall_st_geek
    Jul 04 11:01 AM
    My Website
    AMD: Chipping Away at Intel [view article]
    Ockham Research is far from anonymous. They have a website, contact info available on that website and fully describe what they do and what their philosophy is. Just bother to click on one of the links on the left, and you will get all you need.

    As to the article, I don't see that they are saying "all is right" - but more that "it is getting better", and that they see price appreciation opportunities. Instead of bashing them, feel free to write your own artciles refuting their analysis....     Reply
  • commenter
    Carrr
    Jul 04 10:03 AM
    AMD: Chipping Away at Intel [view article]
    The anonymous author sounds more like an AMD sympathizer than someone with any knowledge.
    Anon. may be looking for reasons to feel hopeful about a losing situation. However, it is a disgrace that this article may influence others to throw money on a stock that is on a downward spiral.     Reply
  • commenter
    tj115
    Jul 04 02:09 AM
    AMD: Chipping Away at Intel [view article]
    I definitely agree with this article. I see absolutely no reason why AMD is not trading at about $8.00 or $9.00 like it was very close to doing only a few weeks ago. I see this price as a huge value stock, with some amazing potential even in the short term as it will shoot back up very soon I believe. I will be buying the stock come Monday. Reply
  • commenter
    -Will-
    Jul 03 10:45 PM
    AMD: Chipping Away at Intel [view article]
    With all respect I don't see AMD growing up when they don't really have new product to offer in the near future ... they have spent all its resources trying to merge ATI and not doing all the research they need to match Intel and even NVIDIA. Reply
  • commenter
    Jenn
    Jul 03 09:36 PM
    AMD: Chipping Away at Intel [view article]
    Cleetus
    The 2.2% gain is relative to the pie not to AMD's initial portion of it.
    www.isuppli.com/news/d...

    Think about this very hard and then get back to me.

    Eagerly awaiting your reply,
    Jenn     Reply
  • commenter
    Smith
    Jul 03 08:12 PM
    AMD: Chipping Away at Intel [view article]
    Smart1 is saying that AMD gained a small amount of market share by selling parts below cost, as evidenced by the fact that they lost hundreds of millions of dollars. It isn't sustainable. I don't think he's making a statement about the stock price, valuation, markets, etc. Reply
  • commenter
    Cleetus
    Jul 03 07:04 PM
    AMD: Chipping Away at Intel [view article]
    Jenn - If you can't do simple math don't add such sarcastic comments.
    If AMD gains 2.2% starting from a much smaller number that will represent a small fraction of Intel's share (a much larger number). Innumeracy in America is frightening. This problem is compound by such people having strong opinions about other's idiocy.     Reply
  • commenter
    Jenn
    Jul 03 06:26 PM
    AMD: Chipping Away at Intel [view article]
    My God, where to start...

    1) How is it possible for "half of AMD's growth" of 2.2% be at the expense of Intel when Intel's loss was just 0.7 percent?

    2) Why does the author fail to mention that on a quarter-to-quarter basis, AMD just LOST market share to Intel? In fact, from Q4 '07 to Q1 '08 AMD's share dropped from 14.1% to 13%, while Intel's climbed from 78.5% to 79.7%.

    3) Why do people think that they can make something sound bigger by expressing it as a percent? Only an idiot or someone catering to idiots would say "3700% bigger" rather than "38 times." Anyway that's not even the correct number since, as of today, Intel's market cap is closer to 34 times that of AMD ( = 109B/3.2B). Sorry I mean "3300% bigger."

    4) When exactly will "macro-economic&q... forces improve so dramatically as to push AMD's shares from $5 to $12? In 2008 with a projected earnings loss of $1.44/share? Or maybe in 2009 with a loss of just $0.63/share?     Reply
  • commenter
    PH
    Jul 03 05:44 PM
    AMD: Chipping Away at Intel [view article]
    Smart 1's comment is real example of economics idiot. If you are so sure of what u said, then, go shorting AMD with all you can. Then see what happen.... Any listed company, as long as its mainstream business is running, all has its residue value. Or else, many
    listed companies worldwide would have collapsed already.AMD share price is so low becuse market overacted, panic. Just like the oil price is so high because speculators manipulated, markets overacted...     Reply

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