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[HPCWire] AMD: Longbow Ups to Buy; Production Looks Fixed

post #1 of 16
Thread Starter 
Quote:

Longbow Research’s Joanne Feeney this morning raised her rating on Advanced Micro Devices (AMD) to Buy from Hold, with a $10 price target, writing that the company has “finally cleared the supple headwinds that constrained its performance in 2011.”

 

2012′s chip production capacity for AMD will be 50% higher than it was in 2011, she estimates, as several measures put in place with foundry partner GlobalFoundries appear to have relieved last year’s problems, she writes, citing her own “checks”:

 

Good year for AMD it looks like it will be, with production levels excellent and a revolutionary Trinity APU just on the near horizon! thumb.gif

SOURCE HERE

post #2 of 16
IBM and now this? AMD is on a roll.
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post #3 of 16
Quote:
Originally Posted by HybridCore View Post

IBM and now this? AMD is on a roll.

Am I smelling some butter?
post #4 of 16
Good. We need a competitive AMD that's on the market and ready to play ball.
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post #5 of 16
Actually IBM is just a consultant. The IBM stories the other day appear to be incorrect. IBM has been a consultant to AMD (but not chip producer), for decades.

As far as stock price I doubt AMD will ever get respect until they can execute successfully for at least five years straight. They have a pretty good growth plan but GloFo and TSMC must deliver good wafers or it means nothing.

http://www.xbitlabs.com/news/other/display/20120207170536_AMD_Denies_Building_Chips_at_IBM_s_Factories.html
post #6 of 16
AMD, please rock our socks. Bring the competition back.
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post #7 of 16
that source

sounds legit
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post #8 of 16
yeah too bad they're no longer competitive in the performance desktop market.
post #9 of 16
Quote:
Originally Posted by naizarak View Post

yeah too bad they're no longer competitive in the performance desktop market.

Good thing the performance desktop market is one of the smallest of all the cpu markets. rolleyes.gif

The way I see it.... AMD is leading Intel on practically everything other than the high end, which just happens to be the important segment to control. If AMD can sustain their lead and rapidly increase their marketshare by selling a superior product at a lower price they'll probably be able to make a strong return to the high end market.
 
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post #10 of 16
Quote:
Originally Posted by G3RG View Post

Good thing the performance desktop market is one of the smallest of all the cpu markets. rolleyes.gif
The way I see it.... AMD is leading Intel on practically everything other than the high end, which just happens to be the important segment to control. If AMD can sustain their lead and rapidly increase their marketshare by selling a superior product at a lower price they'll probably be able to make a strong return to the high end market.

What? And where are you getting this from? AMD is leading Intel on nothing. Have you not seen Intel's latest quarterly report?

http://www.intc.com/releasedetail.cfm?ReleaseID=640998&ReleasesType=Home

Annual Non-GAAP bottom line: almost $14b, up 20% from last year.

Not to mention their 64% margins vs. AMD's low 40s. Wasn't AMD bleeding red for FY11 Q4? rolleyes.gif
Edited by Clairvoyant129 - 2/7/12 at 11:17pm
 
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