I cant see a bright future for AMD.
Thankfully its growing on the SOC and HBA´s market, so there is a future.
Thankfully its growing on the SOC and HBA´s market, so there is a future.
How did AMD lose to Nvidia for the current round of Macbook Pros and iMacs with dedicated graphics? That's a big loss in terms of cash (5 million+ GPUs across all models per quarter term?). Did Nvidia's products beat the rival AMD GPUs in OpenCL performance at set price points, because I figured AMD had OpenCL locked down pretty hard or was it just Tahiti that truly outdid Nvidia?
Oh, AMD.........
GK107 is optimized for Perf/Watt. The chip is much better than Cape Verde when power consumption limits the performance. Even in the desktop version the GTX650 is using less power for the same performance than the 7750 and the GTX650 running with 1058MHz!
And AMD did not only lost Apple they lost the whole OEM notebook market to nVidia. I think there is not one Cape Verde notebook out...
Dell, HP, and Lenovo all have laptops out that use the 7730m to 7770m gpu (512 GCN shader gpu). That said the notebook oem's primarly went with nvidia in this go around going with the nvidia 640m to 660m which is faster for the same wattage, has optimus, and you don't have to deal with radeon's enduro graphics software.
Dammit. Just when I was feeling smart for having scooped up more shares last week @ $3.63...
Oh well. 10% is definitely an overreaction to the loss of a bookkeeper - AMD's money problems stem from product. Hopefully the market holds its pants up for the next week or so because I expect this drop will correct itself shortly.
Buying AMD in the $3 range is incredibly smart, especially since the stock lost >50% of its value because of one bad quarter on the back of several earnings beats.
I've backed up the truck at these levels. My "speculative" stock budget is now 70% AMD.
I'm not passing judgement on your market analyses or reasoning for buying AMD (I'm tempted to pick some up myself), but I've been bit before by the thinking that "compared to be before, this stock is as cheap as chips, time to double up!" only to watch it get cut in half yet again I don't want that to happen to you or anyone else.Definition of 'Value Trap'
A stock that appears to be cheap because the stock has been trading at low multiples of earnings, cash flow or book value for an extended time period. Stock traps attract investors who are looking for a bargain because these stocks are inexpensive. The trap springs when investors buy into the company at low prices and the stock never improves. Trading that occurs at low multiples of earnings, cash flow or book value for long periods of time might indicate that the company or the entire sector is in trouble, and that stock prices may not move higher.
Investopedia explains 'Value Trap'
Companies, and even sectors, can be doomed, because of situations such as the inability to survive competition, the inability to generate substantial and consistent profits, the lack of new products or earnings growth, or ineffective management. Often, a value trap appears to be such a good deal that investors become confused when the stock fails to perform. As with any investment decision, thorough research and evaluation is recommended before investing in any company that appears cheap when reviewing its relevant performance metrics.
Just be careful, that is exactly the mindset that leads to people getting themselves caught in a so-called "value trap".
I'm not passing judgement on your market analyses or reasoning for buying AMD (I'm tempted to pick some up myself), but I've been bit before by the thinking that "compared to be before, this stock is as cheap as chips, time to double up!" only to watch it get cut in half yet again I don't want that to happen to you or anyone else.
Buy AMD for the right reasons, based on your expectations of the price going up because of earnings and so on and not because their stock price is seemingly under-appreciated for what appears to be no good reason. That is a setup for a perfect value-trap.
AMD stock aint smart in any way. Its very volatile and the company is in a downward spiral. I remember people saying the exact same thing when the stock was 20, 8, 4 etc. If it was so good a buy, the people much smarter than you would already have bought it. And without any emotions or feelings with tech companies.
Intel stocks is abit different, you get yearly dividends payed out.
And you think. So when you bought at 3.xx and the stock is below 3. Then who won again? Its never in your favour.
$0.90/year dividend is pathetic compared to the massive capital losses Intel shareholders have seen over the last several months.
While I do own Intel, I much prefer AMD for potential capital appreciation. AMD could double over the next six months...Intel won't.
Good luck with that. Else you can always hit the casino or lottery.
Cape Verde is 78xxm and Pitcairn 79xxm.
Here in germany i find one notebook with a 78xxm card and it costs 1800...
AMD can bleed cash until the cows come home. ATi operating competitively and profitably from within guarantees a bottom for AMD stock, which a lot of people feel has been hit.
AMD can bleed cash until the cows come home. ATi operating competitively and profitably from within guarantees a bottom for AMD stock, which a lot of people feel has been hit.
no, just no...
bobcat broke the most selling chip for amd,
it have near 40% market share against atom
(they are better today than the A64 days, just because of this tiny cat)
What I should have said, more precisely, is that AMD is probably in a situation where the remnants of ATi are firing on all cylinders and, if not keeping the company as a whole afloat, then contributing massively to its current viability; if the GPU situation were as 'interesting' as the CPU situation, I don't think I'd let anybody I know touch AMD stock let alone be grabbing it up myself.
The now-lambasted ATi purchase may be seen, in several years, as the one thing that did wind up allowing AMD to weather this period without being taken over itself or going under.
Have you actually looked at AMD's profit breakdown? Ati makes very little money - famously they made $2 million profit when the 5870 was top of the world and nvidia had no DX11 parts at all. The cpu's still make more money.
That said ati as an entity is probably more purchasable as it's not so license bound and has more areas it can be re-used. No one wants AMD's x86 cpu business due to that being Intel's market and who wants to fight Intel there?
I don't consider marketing an "engineering" career.Yeah, and the layoff struck engineering the hardest, IIRC. Finance and HR were left in better shape (HR - really!).
I don't consider marketing an "engineering" career.
You don't see:
AMD on TV
AMD on Internet Ads
AMD on Radio Ads
So, why even have marketing to begin with?
Engineers are now doing double duty at AMD, Marketing and Engineering.