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7 pts

Opinion on  Advanced Micro Devices Inc (AMD)     Sector: Technology  >  Industry: Semiconductors
Where would we be without PC parity

Jul 18, 2008 03:35 PM UTC
Alpha-zilla
Return Risk
-22.27% LOW
Associate

Now that AMD has just annouced their CEO swallowed more than he can chew.  What next? 

bigtech.blogs.fortune.cnn.com/2008/07/17/new-amd-chief-likes-getting-his-hands-dirty/

Will AMD become the nex PC Dinosaur?  I hope not.  We need another PC company to keep Intel honest.  Where would Coke be without Pepsi?  Boeing without Airbus? Visa without MasterCard? Heck even DC versus Marvel Comics! 

How low can AMD go?  Sure they could go to Zero in the next two years.  Their Finacials are a mess, they are losing more money than they are making, but at least they still have innovation on their side (which is more than I can say for YHOO).  AMD has been making some good chips for awhile.  They did a little over reaching buying ATI and their promises with "true quad core technology",  but they have managed to stay on top of the design game.

Intel would be lost without its little brother to pick on.  Most of Intels great innovative achievments of the past 10 years has seem to focus "one uping" AMD's ideas, and then use savvy marketing to polish their chips.  Hopefully soon, AMD will finish retooling and  be able to integrate the ATI technology with their chipsets to reclaim some more of the PC market share.  Who knows, IF it works the way AMD say it's supposed to work, maybe Intel will one up them by fbuying Nvidia (what a fall from grace that has been!)


AMD:  This call was made on 07/18/08 @ $4.71
Rating:   Positive   $4.71 (07/18/08)
Gain/Loss:   -58.78% in 127 days
Target:   $8.00 (+69.85%) in > one year
Allocation:   0.5% of portfolio


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intelkiller   N/A     1 point   commented 124 days ago reply

AMD will go to 40...so hold it and enjoy the ride (however tumultuous it might get...) the end is high....


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