Frontal, pariental and temporal lobes in the brain*) might help here to see a value in a company even if there is none. Oh, and many (maybe less experienced or freshly "trained") traders might look at the charts and find that stock at the lower end of the Bollinger bands and buy it. Did anyone hear the term "oversold"?That's so true. It wont go under 20$. Well...it wont go under 8$. Ok then, 4$....2$
AMD is slowly turning out a profit so of course stock will rise. I expect it to rise more later in the year when they release their new products. AMD is at the bottom of the hill right now. There is no more down left, up is the only direction.
How are other companies who thrive from licensing, managing it?But they couldn't have licensed experience, working toolchains, manpower, nearly finished products, exclusive use of tech, etc. this way. Facebook could simply have licensed Oculus Rift. Are they stupid?
I think for Fusion and the increasing level of integration incl. all that coherency stuff, process equalization, taking over of design and automated synthesis methods for CPUs (Cat cores first) and the manpower having years of experience doing that, they had to go further than typical IP block licensees.How are other companies who thrive from licensing, managing it?
Are you suggesting that by paying twice ATI's market value, AMD spent wisely?
AMD could have saved billions with licensing. Instead ATI was one of the reasons that killed of big parts of the company. And today, RTG isn't even branded AMD anymore and it looks like the next sell/spinoff to get money. And its value is a fraction of the purchase cost.
Not really. Intel hasn't just licensed from NVidia and then plonked a Kepler down on their chips. They have spent massive sums of money building up their own internal GPU design teams and driver teams, and even after all that effort their GPU designs (and drivers) are way behind AMD and NVidia. The licensing just gives them legal cover. AMD would have had to build up a similarly sized GPU team- which would be even harder, as they didn't have the small head-start in graphics which Intel had.
Not really. Intel hasn't just licensed from NVidia and then plonked a Kepler down on their chips. They have spent massive sums of money building up their own internal GPU design teams and driver teams, and even after all that effort their GPU designs (and drivers) are way behind AMD and NVidia. The licensing just gives them legal cover. AMD would have had to build up a similarly sized GPU team- which would be even harder, as they didn't have the small head-start in graphics which Intel had.
They havent spend 5.5 billion
And AMD could avoid the interest conflict between APUs and GPUs.
ATI was simply a bad purchase. Specially for a company where CPU always comes first.
or paid e.g. PowerVR a per-chip fee to integrate their IP.
Or it could just be a power play to force nVidia into a better deal on renegotiation. I would see it as a real humiliation to AMD if they leased their supposedly best edge to Intel. Fusion is the Future, etc, but we will license it to our competitor? It would seem an admission that either it was not that great or they could not execute it properly.
They havent spend 5.5 billion
And AMD could avoid the interest conflict between APUs and GPUs.
ATI was simply a bad purchase. Specially for a company where CPU always comes first.
I am contemplating on getting in on HTC for a long run. The vive is about to launch and allbeit it would have been much more fun ½ a year a go, give it a few years it might return to past glory. Ill give it even odds at being at least doubled in two years.
VR.So the stock market hit bottom in mid Feb, but AMD stock has jumped 25% since then, way more than the average recovery (11% just today). Any reason for this that I'm missing? Are ppl really that optimistic about AMD?
Or the Vive doesn't sell after its initial burst of early adopters, and HTC's downward spiral continues...
Valve have taken all the glory (and software sales) for themselves, while lumbering HTC with all of the risks and liabilities.
if AMD could afford to Stay in business for another three years they'd really spike
I am contemplating on getting in on HTC for a long run. The vive is about to launch and allbeit it would have been much more fun ½ a year a go, give it a few years it might return to past glory. Ill give it even odds at being at least doubled in two years.
When will it take off?I am one of those nutjobs that believe VR is gonna take off.
Anyone managed to get in back then? It was at ~60
Now ~96
http://www.bloomberg.com/quote/2498:TT
I didnt get in, was in the process of switching banks .. Now i am luke-warm on it.. will be on the lookout for a dip though.