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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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RAMHard DriveOptical DriveCooling
Corsair Dominator GT 2133 Ghz (16GB) (128GB Crucial M4 - 64 GB Patriot Pyro SSD) 1x1... LG Blue-Ray Burner Fully Custom 
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Windows 7 Ultimate x64 3 x CrossOver 27Q Led-P 1440p (Eyefinity 3x1) Logitech G15 Lepa G 1600 (1600 Watts) 
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post #2 of 3
Stock nonsense rolleyes.gif
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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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