Advanced Micro Devices Inc. (AMD)
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loading ...Recent AMD Articles
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Nvidia Admits to Underestimating AMD [view article]
But what ratio of earnings to stock price is it? I wouldnt say the risk or negative is already priced into the stock now. I would say that there was too much speculation and optimism priced into it before. It just got a reality check. Fans of Nvidia would say they have always been the high performance choice, but you would have a short memory. ATI has always been competing to be and at times were the perfomance leaders. ReplyAMD To Split In Two? [view article]
This may happen, but it is dumb. Just sell the whole thing to Samsung and give Intel a real competitor. ReplyNvidia Admits to Underestimating AMD [view article]
These fears about NVDA are way overblown. NVDA messed up the past couple of quarters, but it doesn't mean that the company is near failing. The company made a mistake, admitted it and is looking to move on, which is better than most companies can do.The problem with many of these articles is that they don't reflect the price into the analysis. If NVDA was trading at 30 I would be more worried than when NVDA is trading at 13. If the risks are already priced into the stock, it is usually a good time to buy it because your downside is limited. Reply
Nvidia Admits to Underestimating AMD [view article]
A correction to my last comment: I meant "ATI and AMD are Saturn to Nvida and Intel's Ferrari". Not 'ATI & NVIDIA are Saturn to Nvidia & Intel's Ferrari' which makes no sense. :) ReplyNvidia Admits to Underestimating AMD [view article]
In the gamer-enthusiast and high-end PC hobbiest communities, ATI & AMD have long been associated with better bang for the buck (value) while Nvidia and Intel have been associated with top-end performance. ATI & NVIDIA are Saturn to Nvidia & Intel's Ferrari. Also, GPU manufacturers have been leapfrogging each other's tech since the beginning of GPU manufacturing. This market also has intense brand loyalty. I'm not handing the game over to AMD based off of one single product in one single quarter. NVDA is also incorporating physics processing into their GPU lineup, and buiding top-end mobile GPUs. NVDA, INTC, and AMD are all expanding their potential markets, and have slightly different target demographics. Now if only NVDA hadn't pulled a Microsoft and lost tons of money on their hardware because of warranty costs resulting from using a shoddy manufacturer in an effort to save a buck That came back to bite them in the ass. ReplyNvidia Admits to Underestimating AMD [view article]
<<The larger question is why Nvidia underestimated (AMD).>>Look to the last three high end product releases from ATI to understand the answer to that question. In every case ATI made a lot of noise pre-launch about how they were going to hand it to Nvidia. Last 3 generations were nothings. This time around, the noise was the same. How many times do you listen to the boy crying wolf. The difference was they really DID execute, instead of just SAYING they were going to.
The problem with you and Piper Jaffray's conclusion is fundamentally, who is the stronger player, Nvidia or AMD? AMD is fighting a brutal war on two fronts, and despite the posture of this article, it's not winning either. AMD have lost billions in the last few years, fired the CEO, laid off 10% of their workforce, scuttled fabs and taken on billions in debt, unusual for high tech. The green guys dropped prices to maintain share, so where does that leave ATI? Another money losing quarter perhaps? That's what all the projects say anyway.
As far as Larrabee goes, it's just like every other non-cpu project that Intel puts out: filled with FUD and nearly every time they talk about it, it slips another quarter or two, like whoops, no big deal. Few are paying any attention to the really meaningful issues Intel faces with this project, software -- both driver compatibility and developer support. These are enormous challenges and no body is pay attention, all they can say is, "but they're INTEL." Intel are bastards to the industry, yet press and analysts eat their garbage up with a spoon.
Nvidia are investing in CUDA to extend the reach of the GPU, and have a very compelling product coming up in the Tesla product line. But the biggest asset they have is their CEO who doesn't like to lose, one can rest assured there was some major ass-kicking going on over the last quarter.
So who would I bet my money on? It certainly wouldn't be the dual-front underdog, AMD. It would take every effort they have to win just one of those fronts. Intel? The guy who's proven zero success in everything it's ever attempted outside CPUs, the guy who needs to spend man-centuries developing and perfecting a new software architecture? The guy who is being threatened by a measly little graphics chip, that oh, just happens to be orders of magnitude faster than the architecture they've been perfecting for 20 years. . .?
The answer is simple: NVDA is a steal at these prices.
Reply
Advanced Micro Devices: Can Gamers Bring This Chip Maker Back to Life? [view article]
I agree with "watching helplessly" (since this is what AMD's complaint is all about) but with respect to "as Intel’s superior technology reached 75%" it would be far more appropriate to tell it as it is: "Intel's sales machine over-whelmed AMD's superior technology through heavy advertising and by out-shrinking AMD while simultaneously ballooning the CPU cache sizes to make up for the inadequacies of Intel's technology (not to mention a little bullying of OEM's at the retail end).Reply
General Discussion on AMD
AMD is ready to go up strong ReplySemiconductor Rankings: Roadmap to Investment Opportunities? [view article]
It's Funny you should say that as That was the same thing I got back in 2003..... followed by "They won't make it through the rest of the year". We all know what happened after that.Needless to say they've given intel a run for their money before and they will do it again. It's just a matter of when Reply
Semiconductor Rankings: Roadmap to Investment Opportunities? [view article]
Dude... AMD is dead... these fluctuations are simply the last guttaral rasps before the death knell ReplyRumor Mill: Nvidia To Exit Chipsets [view article]
Apple doesn't even need to buy them out altogether, just buy them partially for instance 51% stake in cash - that would be 3 billion... I'm sure they would get it quickly back... But I guess it would kill the HP/Dell dealings with NVIDIA or not? Apple selling (chipsets) to HP/Dell? Soon they would also be selling the Apple OS X to be integrated with those selective PC manufacturers, making for a quick MSFT throat cutting kill!Unfortunately, I believe Jobs is too much of a tight fisted scrooge to let go of 3 billion just like that! He even managed to have ALL the cell carriers advertising and selling for him FOR FREE!! Reply
Rumor Mill: Nvidia To Exit Chipsets [view article]
locke, my thought exactly - and why not just buy out the chipset business and integrate it with PA Semi's engineering?But gaming graphics makes unusual sense too, mainly due to the fact of the gaming platform that the Touch based devices Apple will manufacture are/will be! Reply
31 S&P 500 Stocks with Negative 3 FY Net Income [view article]
No I mean average Reply31 S&P 500 Stocks with Negative 3 FY Net Income [view article]
I think you mean cumulative 3 year losses, not average.Reply
Longfellow
31 S&P 500 Stocks with Negative 3 FY Net Income [view article]
There are reasons to question the significance of the S&P500, at least in terms of what it actually represents. For an interesting view on the subject see article and comments at:www.clusterstock.com/2... Reply