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post #11 of 14
I think Piledriver/Steamroller/beyond are going to do really well in the server space. I think that HSA is conceptually very interesting. I think that Read is a fighter and he did some much-needed trimming of the fat. AMD's running lean right now. They'll also be running mean if Trinity does as well as the couple leaks so far have forecasted.

The million-dollar question is "Can AMD adapt?" Analysts (yes, yes, I know, analysts) all think that PCs are in a slow state of decline in favor of more mobile, more expendable devices. The big buzzword right now is "cloud", and big business and Big Brother both love cloud computing because it allows them easier access to the data of individuals. If we do enter such a highly cloud-dominated era, I'm not sure that we'll really need any super-powerful enthusiast chips like what we have now. You'll have a pretty shrimpy low-power chip to boot the device up, and then all of the heavy program lifting will be done in the cloud a la Amazon's Silk idea. AMD's late to the mobile fight, ARM and Intel each have their own ULV chips, and while they don't have the graphical abilities of, say, Trinity, are tomorrow's mobile devices going to need beefy chips if all processing is done in the cloud anyway? HSA-enhanced server chips would be great for this cloud computing environment, but AMD needs to get out there, prove that they've got the moxie to make it work, and then start making friends with all of the big software devs. Fast. AMD's been toying around with the idea of an ARM alliance for a while now; they need to decide whether they want to tacitly support Intel and continue developing x86, throw their lot in with ARM and RISC, or some combination of the two.

From a macro perspective, I have no idea how the Dow is >13,000, and I think we're overdue for a correction/double-dip. Things seem to be built on sand more than anything else right now. All in all, it'd probably be an interesting value stock option if the market tanks again, especially if Trinity turns out to be good.
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post #12 of 14
Thread Starter 
Quote:
Originally Posted by jtom320 View Post

Here's the thing. General rule of thumb is that you never invest in a stock that is sitting under 10 dollars. However if your portfolio is strong there's nothing wrong with buying a couple hundred shares to see if you can strike gold. If you are just starting out though the best investments are catching juggernauts like Priceline or Mcdonalds after a bad quarter. With companies like that you already know the product is strong and expanding. If they have a down quarter you can generally buy in when things are a bit cheaper and ride the train steadily upward.
AMD is a bad investment. That's not to say that you shouldn't invest in AMD but you need to have at least 5 others that you know are going to do well. Also make sure that one of those five pays a decent dividend. Also make sure that they are in different sectors of the economy. In other words invest in a pharma, fast food chain, online retailer, oil company, tech etc etc. Don't put all your eggs in one sector because if for whatever reason things head south it will be very bad for you.
Never invest more then you can afford to lose.
Also if you are just starting you are going to need way more advice then what this forum gives you. I really hope you are not going to make a decision on something like this because you like the company or OCN told you to. You need to read more then what AMD says as well. Every company says they have a plan. Doesn't mean that plan is going to be worth anything. AMD is facing a shrinking PC market and a hugely entrenched competitor. If they want to grow they need to grow away from desktop/laptop. Theres a lot of things to consider.

I have basically made my decision. I just want to hear what some people think though and maybe something will pop up that I have missed. Thats basically what I am hoping for. To hear news that I haven't heard yet or no news at all. I have other investments and this is not my first time but since AMD has hit bottom about a 6-12 months and seeing that Read is getting the team fired up for a very promising game plan then I see no better time than to invest in AMD. Also since Read became CEO, market has been steadily moving up even though they have not released any new APUs since last year which is the bulk of their revenue.

Just looking to see if someone knows something I dont. Thats all. And I appreciate the feedback. Thanks.
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post #13 of 14
Thread Starter 
Quote:
Originally Posted by PiOfPie View Post

I think Piledriver/Steamroller/beyond are going to do really well in the server space. I think that HSA is conceptually very interesting. I think that Read is a fighter and he did some much-needed trimming of the fat. AMD's running lean right now. They'll also be running mean if Trinity does as well as the couple leaks so far have forecasted.
The million-dollar question is "Can AMD adapt?" Analysts (yes, yes, I know, analysts) all think that PCs are in a slow state of decline in favor of more mobile, more expendable devices. The big buzzword right now is "cloud", and big business and Big Brother both love cloud computing because it allows them easier access to the data of individuals. If we do enter such a highly cloud-dominated era, I'm not sure that we'll really need any super-powerful enthusiast chips like what we have now. You'll have a pretty shrimpy low-power chip to boot the device up, and then all of the heavy program lifting will be done in the cloud a la Amazon's Silk idea. AMD's late to the mobile fight, ARM and Intel each have their own ULV chips, and while they don't have the graphical abilities of, say, Trinity, are tomorrow's mobile devices going to need beefy chips if all processing is done in the cloud anyway? HSA-enhanced server chips would be great for this cloud computing environment, but AMD needs to get out there, prove that they've got the moxie to make it work, and then start making friends with all of the big software devs. Fast. AMD's been toying around with the idea of an ARM alliance for a while now; they need to decide whether they want to tacitly support Intel and continue developing x86, throw their lot in with ARM and RISC, or some combination of the two.
From a macro perspective, I have no idea how the Dow is >13,000, and I think we're overdue for a correction/double-dip. Things seem to be built on sand more than anything else right now. All in all, it'd probably be an interesting value stock option if the market tanks again, especially if Trinity turns out to be good.

AMD has been working heavily with software developers since Read has joined the team. Thats one of their biggest pushes right now is OpenCL and direct compute support and personally so far Ithink they have done a great job with this seeing they are the underdog.
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post #14 of 14
That's my problem with both Intel and AMD as an investment. I do believe that PCs are in a slow state of decline. And that's not to say the desktop is going to go away anytime soon or that everything is changing tommorow but mobile devices are certainly going to be more of a focus going forward and the cloud could completely change things. No one knows for sure right now though. We do know that mobile products have taken time spent away from PCs but we haven't really seen a hit in sales yet. Then again tablets are just now starting to really rise up and have hardware strong enough to run the same types of applications a PC runs. The interface issue is an easy fix to.

Services like Onlive could just be the way everyone games twenty years from now but no one can tell you for sure. If that happens it could be AMD chips running those servers but again there is no way of knowing for sure. That's what makes the whole thing fun.
    
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