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[BARRON'S] AMD Could Double, Helped By Its Server Strategy

post #1 of 3
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The deal was important. SeaMicro offers AMD a chance to take share in the mainstream server-computer market, in which Intel sells about 96% of the chips, according to IDC. If the effort succeeds, it could lift AMD's stock substantially. At a recent price of $3.94, the shares are up 64% this year, but still down 32% in the past 12 months, as last spring's fleeting hopes of a sustained turnaround faded.

This time could be different. SeaMicro's technology looks good; its management team, astute; and the market opportunities, promising. One newly converted bull, Dan Niles, who bought AMD this year after being negative on its prospects last year, thinks the shares could go to over $8. Niles, who works at AlphaOne Capital Partners, sees this happening if AMD's revenue grows to $7 billion by 2015, and if its stock multiple of enterprise value to trailing 12-month sales rises from 0.7 times now to 1.3 times, which would bring it closer to Intel's 2.2. He considers this very possible.


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CPUMotherboardGraphicsRAM
Intel i7 4930k @ 4.6Ghz Asus Rampage IV Extreme (Koolance Full WB) 2 x GTX 1080ti FE in SLI (EK WATERBLOCK) Corsair Dominator GT 2133 MHz (16GB) 
Hard DriveHard DriveHard DriveHard Drive
3 TB Seagate OCZ Vertex 4 256GB Crucial M4 128GB ADATA SX900 128GB 
CoolingCoolingCoolingCooling
RIVE Koolance Waterblock (VRM and PCH) Feser X-Changer 360 Feser X-Changer 240 Feser X-Changer 480 
CoolingCoolingCoolingOS
WaterCool MoRA3 Pro with Gentle Typhoon 3 x MCP 655 pumps (With EK top...all serial) 2 x EK FC 1080ti Blocks Windows 7 Ultimate x64 
MonitorMonitorKeyboardPower
Asus ROG Swift PG348Q (3440x1440 @100hz) CrossOver 27Q Led-P Logitech G15 EVGA SuperNova 1600T2 (Titanium) 
CaseMouseMouse PadAudio
Corsair Obsidian Heavily Modded Logitech G700 RocketFish Speed/Control M-audio AV-40 (Logitech G-35) 
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post #2 of 3
Stock nonsense rolleyes.gif
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A8-6410 Lenovo Lancer 4B2 K16.3 R5 128 Shaders/M230 Hynix 8GB DDR3 1600 
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The girlfriend.
(15 items)
 
The Mistress
(13 items)
 
Media Server
(11 items)
 
CPUMotherboardGraphicsRAM
FX8320 @ 4.5 Crosshair V (Third One) 290 Tri-X OC 16GB HyperX 
Hard DriveHard DriveHard DriveCooling
Sandisk SSD Plus 240GB Toshiba 3TB Hitachi 2TB Swiftech H220-X 
OSMonitorKeyboardPower
Win 8.1/Mint Viewsonic VX2457-mhd Fuhlen L411 Slim Super Flower Golden King 650W 
CaseMouseMouse Pad
Enthoo Pro G400 Super Flower 
CPUMotherboardGraphicsRAM
A8-6410 Lenovo Lancer 4B2 K16.3 R5 128 Shaders/M230 Hynix 8GB DDR3 1600 
Hard DriveHard DriveOSMonitor
Samsung 840 120 GB SSD Seagate Momentus 1TB 5400rmp Win 8.1 CMN1487 TN LED 14" 1366*768 
KeyboardPowerMouseMouse Pad
Lenovo AccuType 2900mAh/41Wh Elan Trackpad/Logitech M90 Super Flower 
Audio
AMD Avalon(Connexant) 
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post #3 of 3
Runs to buy AMD stock...thumb.gif
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