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Wait & See with AMD Shares

 May 27, 2008 09:41 PM UTC
Return Risk
-12.96% MID
Tracked Blogger
Symbol Sentiment Start Return Closed
AMD Neutral/Hold 05/27/08 +14.55% --

Graphic_arrow1 Via Zacks Analyst Blog:  

With the launch of the latest processors, AMD has once again taken the technological lead. However, the debt level remains very high, and execution remains an issue.


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deutscher   N/A     1 point   commented 522 days ago reply

"...AMD has once again taken the technological lead."

Incredible. No further reading of the 'report' is necessary. =/

With the release of their new line-up, AMD have come closer in terms of performance to Intel's *previous generation* products. Most benchmarks and real-world tests seem to corroborate this fact. I love AMD as a company (mostly because it sometimes help betting against Intel the Goliath), but not a stock. On the other hand, the new videocards (HD4850 and 4870) are guaranteed to be good sellers (they're extremely well priced) if AMD manages to produce enough and keep the distribution channels flowing, unlike what it did with Barcelona. But then I also do not know how much of it's revenue comes from the ATi Division... so there.

I have been shorting (on paper anyway) since about a year now. I think I am going to ride this down some more. As of today and now, it is reeling, down 7% from open at $5.43. NASDAQ is down 1.6% at 2263.

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manifold   N/A     1 point   commented 466 days ago reply

Very sad. I guess these guys imagine that everyone is as ignorant at they are.


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