Overclock.net › Forums › Industry News › Hardware News › [LAT] Investing: AMD has promise but still lags Intel
New Posts  All Forums:Forum Nav:

[LAT] Investing: AMD has promise but still lags Intel

post #1 of 34
Thread Starter 
Quote:
Dirk Meyer was forced out as chief executive in January because the board felt he wasn't moving fast enough into new markets such as tablet PCs and smart phones. A search is underway for a replacement, who won't necessarily come from the semiconductor industry.

AMD shares have been relatively flat this year after a 15% decline last year. The company's fourth-quarter revenue was flat, but better than analysts expected.
Good read. It sums up the current situation over at AMD, and hopefully this can facilitate a genuine discussion about the future of AMD in relation to Intel.

Source
post #2 of 34
There's news like that all over the place.
http://www.tomshardware.com/news/amd...ces,12236.html

This is kinda interesting.
Stormtrooper
(12 items)
 
LanParty
(13 items)
 
Spare Parts
(13 items)
 
CPUMotherboardGraphicsRAM
Phenom II X4 955 Black Edition 4Ghz@1.4V Asus Sabertooth 990FX R2.0 Asus R9 270x DCUII TOP G.SKILL Ripjaw X (2x4GB) 1600 8-9-9-23  
Hard DriveCoolingOSMonitor
OCZ Vertex 4 128GB / WD AV-GP 1TB / 2TB Swiftech H220 w/ Noctua NF-F12 Windows 8.1 Pro (64-Bit) Asus VH232H 
KeyboardPowerCaseMouse
CM Storm QuickFire TK (Brown Switches / White LED) Corsair AX850 Corsair Vengeance C70 Arctic White Razer Imperator 
CPUMotherboardGraphicsRAM
Q6600 ES 3.2GHz @ 1.4V DFI LanParty UT P35-T2R EVGA 9800GTX Crucial Ballistix (2x2GB) 
Hard DriveCoolingOSPower
WD Velociraptor 80GB / Samsung F3 500GB Corsair H50 w/ Noctua NF-F12 Windows 7 Ultimate 64bit / Linux Mint (Cinnamon) Corsair TX650v2 (Seasonic) 
Case
Cooler Master HAF 912 Advanced 
CPUMotherboardGraphicsRAM
Phenom 9500 Abit AN-M2HD Gigabyte HD4350 512MB OCZ Gold 6400 (2x1GB) 
Hard DriveOSPowerCase
WD Raptor 300GB openSUSE Corsair CX400 (Seasonic) Apevia X-Qpack (Windowed) 
  hide details  
Reply
Stormtrooper
(12 items)
 
LanParty
(13 items)
 
Spare Parts
(13 items)
 
CPUMotherboardGraphicsRAM
Phenom II X4 955 Black Edition 4Ghz@1.4V Asus Sabertooth 990FX R2.0 Asus R9 270x DCUII TOP G.SKILL Ripjaw X (2x4GB) 1600 8-9-9-23  
Hard DriveCoolingOSMonitor
OCZ Vertex 4 128GB / WD AV-GP 1TB / 2TB Swiftech H220 w/ Noctua NF-F12 Windows 8.1 Pro (64-Bit) Asus VH232H 
KeyboardPowerCaseMouse
CM Storm QuickFire TK (Brown Switches / White LED) Corsair AX850 Corsair Vengeance C70 Arctic White Razer Imperator 
CPUMotherboardGraphicsRAM
Q6600 ES 3.2GHz @ 1.4V DFI LanParty UT P35-T2R EVGA 9800GTX Crucial Ballistix (2x2GB) 
Hard DriveCoolingOSPower
WD Velociraptor 80GB / Samsung F3 500GB Corsair H50 w/ Noctua NF-F12 Windows 7 Ultimate 64bit / Linux Mint (Cinnamon) Corsair TX650v2 (Seasonic) 
Case
Cooler Master HAF 912 Advanced 
CPUMotherboardGraphicsRAM
Phenom 9500 Abit AN-M2HD Gigabyte HD4350 512MB OCZ Gold 6400 (2x1GB) 
Hard DriveOSPowerCase
WD Raptor 300GB openSUSE Corsair CX400 (Seasonic) Apevia X-Qpack (Windowed) 
  hide details  
Reply
post #3 of 34
I am hoping bulldozer will be their knight in shinning armor.
Small but mighty!
(13 items)
 
  
CPUMotherboardGraphicsRAM
2500k (4.4ghz @ 1.32v) Asus Maximus Gene Z EVGA GTX 580 8GB Corsair XMS3 1866mhz 9-10-9-27 
Hard DriveOptical DriveOSMonitor
intel 320 120gb ssd 1 WD 10k 300gb LG blu ray burner  Windows 7 Home Premium x64 BenQ 24" 120hz Xl2420T 
KeyboardPowerCaseMouse
Steel Series G6v2 Corsair AX750 Silverstone TJ08B-e logitech G9 
Mouse Pad
none 
  hide details  
Reply
Small but mighty!
(13 items)
 
  
CPUMotherboardGraphicsRAM
2500k (4.4ghz @ 1.32v) Asus Maximus Gene Z EVGA GTX 580 8GB Corsair XMS3 1866mhz 9-10-9-27 
Hard DriveOptical DriveOSMonitor
intel 320 120gb ssd 1 WD 10k 300gb LG blu ray burner  Windows 7 Home Premium x64 BenQ 24" 120hz Xl2420T 
KeyboardPowerCaseMouse
Steel Series G6v2 Corsair AX750 Silverstone TJ08B-e logitech G9 
Mouse Pad
none 
  hide details  
Reply
post #4 of 34
So basically the older more conservative ways are loosing them money, interesting.
Current Rig
(14 items)
 
  
CPUMotherboardGraphicsRAM
FX-8350 4.6GHz@1.44v GA-990FXA-UD3 R4.0 HD 7950 (1100/1450) 8G Muskin DDR3 1866@8CLS 
Hard DriveOptical DriveOSMonitor
1TB WD LiteOn DVD-RW DL Linux/Windows 19" Phillips TV 1080p 
PowerCaseMouseMouse Pad
OCZ 600W Generic Junk Logitech MX400 Generic Junk 
Audio
SBL 5.1 
  hide details  
Reply
Current Rig
(14 items)
 
  
CPUMotherboardGraphicsRAM
FX-8350 4.6GHz@1.44v GA-990FXA-UD3 R4.0 HD 7950 (1100/1450) 8G Muskin DDR3 1866@8CLS 
Hard DriveOptical DriveOSMonitor
1TB WD LiteOn DVD-RW DL Linux/Windows 19" Phillips TV 1080p 
PowerCaseMouseMouse Pad
OCZ 600W Generic Junk Logitech MX400 Generic Junk 
Audio
SBL 5.1 
  hide details  
Reply
post #5 of 34
Quote:
AMD shares have been relatively flat this year after a 15% decline last year
This couldn't be further from the truth. The stock has been fairly volatile and has increased 50% since September. AMD has traded anywhere from 5.6 to over 10 a share in the past year, so I would hardly call that flat. I have no idea what he's smoking I guess he's only referring to this year meaning calendar year (less than 2 months).
My System
(13 items)
 
  
CPUMotherboardGraphicsRAM
Intel 2500k Asus P8P67 Galaxy GTX580 8GB G Skill Ripjaws 
Hard DriveOSMonitorKeyboard
Intel 80 gb SSD, Raptor 150 Windows 7 Home Premium 24" Samsung LCD Saitek Eclipse 
PowerCaseMouse
PCP&C 750W Antec P180 Logitech MX-510 blue 
  hide details  
Reply
My System
(13 items)
 
  
CPUMotherboardGraphicsRAM
Intel 2500k Asus P8P67 Galaxy GTX580 8GB G Skill Ripjaws 
Hard DriveOSMonitorKeyboard
Intel 80 gb SSD, Raptor 150 Windows 7 Home Premium 24" Samsung LCD Saitek Eclipse 
PowerCaseMouse
PCP&C 750W Antec P180 Logitech MX-510 blue 
  hide details  
Reply
post #6 of 34
"Lags Intel" as in causes Intel to get ping kicked all the time?
post #7 of 34
Quote:
Originally Posted by sccr64472 View Post
This couldn't be further from the truth. The stock has been fairly volatile and has increased 50% since September. AMD has traded anywhere from 5.6 to over 10 a share in the past year, so I would hardly call that flat. I have no idea what he's smoking I guess he's only referring to this year meaning calendar year (less than 2 months).
Early 2010 AMD stock was between $9.50 and $10.15. there stock later dropped, but investors dont to wait a year just to be back where they started. I bulldozer will cause their stock to rise but as of right now I am sure long term investors are mad.
Small but mighty!
(13 items)
 
  
CPUMotherboardGraphicsRAM
2500k (4.4ghz @ 1.32v) Asus Maximus Gene Z EVGA GTX 580 8GB Corsair XMS3 1866mhz 9-10-9-27 
Hard DriveOptical DriveOSMonitor
intel 320 120gb ssd 1 WD 10k 300gb LG blu ray burner  Windows 7 Home Premium x64 BenQ 24" 120hz Xl2420T 
KeyboardPowerCaseMouse
Steel Series G6v2 Corsair AX750 Silverstone TJ08B-e logitech G9 
Mouse Pad
none 
  hide details  
Reply
Small but mighty!
(13 items)
 
  
CPUMotherboardGraphicsRAM
2500k (4.4ghz @ 1.32v) Asus Maximus Gene Z EVGA GTX 580 8GB Corsair XMS3 1866mhz 9-10-9-27 
Hard DriveOptical DriveOSMonitor
intel 320 120gb ssd 1 WD 10k 300gb LG blu ray burner  Windows 7 Home Premium x64 BenQ 24" 120hz Xl2420T 
KeyboardPowerCaseMouse
Steel Series G6v2 Corsair AX750 Silverstone TJ08B-e logitech G9 
Mouse Pad
none 
  hide details  
Reply
post #8 of 34
Quote:
Originally Posted by bulmung View Post
Early 2010 AMD stock was between $9.50 and $10.15. there stock later dropped, but investors dont to wait a year just to be back where they started.
Informed investors know that profit margins are low in the chip industry right now. If you look at Intel's stock over the last year, it's gone from $21 to $22. AMD's performance is on per with the sector. Btw, my comment had nothing to do with defending AMD's stock performance. If you reread my comment, you'll see that I was simply pointing out the fact that their stock was far from "flat" as stated in the article.

Quote:
Originally Posted by bulmung View Post
I bulldozer will cause their stock to rise but as of right now I am sure long term investors are mad.
Long term investors don't consider a 1 year stock price as strongly as you'd think. Intelligent investors sometimes sit on a company's stock for years without any return if they believe in the company. One of the most brilliant investors of our lifetime saw his stock move from $120k/share to $125k/share and people trip over themselves to throw money at him to manage.
Edited by sccr64472 - 2/20/11 at 11:42pm
My System
(13 items)
 
  
CPUMotherboardGraphicsRAM
Intel 2500k Asus P8P67 Galaxy GTX580 8GB G Skill Ripjaws 
Hard DriveOSMonitorKeyboard
Intel 80 gb SSD, Raptor 150 Windows 7 Home Premium 24" Samsung LCD Saitek Eclipse 
PowerCaseMouse
PCP&C 750W Antec P180 Logitech MX-510 blue 
  hide details  
Reply
My System
(13 items)
 
  
CPUMotherboardGraphicsRAM
Intel 2500k Asus P8P67 Galaxy GTX580 8GB G Skill Ripjaws 
Hard DriveOSMonitorKeyboard
Intel 80 gb SSD, Raptor 150 Windows 7 Home Premium 24" Samsung LCD Saitek Eclipse 
PowerCaseMouse
PCP&C 750W Antec P180 Logitech MX-510 blue 
  hide details  
Reply
post #9 of 34
I am not saying they were flat, but if all you look at are gains then they are kind of flat. As you said though the whole tech market is kind of flat. I haven't been watching the stock for awhile, so i honestly dont know whats really going on.
Small but mighty!
(13 items)
 
  
CPUMotherboardGraphicsRAM
2500k (4.4ghz @ 1.32v) Asus Maximus Gene Z EVGA GTX 580 8GB Corsair XMS3 1866mhz 9-10-9-27 
Hard DriveOptical DriveOSMonitor
intel 320 120gb ssd 1 WD 10k 300gb LG blu ray burner  Windows 7 Home Premium x64 BenQ 24" 120hz Xl2420T 
KeyboardPowerCaseMouse
Steel Series G6v2 Corsair AX750 Silverstone TJ08B-e logitech G9 
Mouse Pad
none 
  hide details  
Reply
Small but mighty!
(13 items)
 
  
CPUMotherboardGraphicsRAM
2500k (4.4ghz @ 1.32v) Asus Maximus Gene Z EVGA GTX 580 8GB Corsair XMS3 1866mhz 9-10-9-27 
Hard DriveOptical DriveOSMonitor
intel 320 120gb ssd 1 WD 10k 300gb LG blu ray burner  Windows 7 Home Premium x64 BenQ 24" 120hz Xl2420T 
KeyboardPowerCaseMouse
Steel Series G6v2 Corsair AX750 Silverstone TJ08B-e logitech G9 
Mouse Pad
none 
  hide details  
Reply
post #10 of 34
Quote:
Originally Posted by bulmung View Post
I am not saying they were flat, but if all you look at are gains then they are kind of flat. As you said though the whole tech market is kind of flat. I haven't been watching the stock for awhile, so i honestly dont know whats really going on.
Common sense.AMD 6000 series GPU's + Bulldozer/Llano = huge investment.The returns are coming down the road.That is why they call it investment.A year is nothing for a stock.
Amelia
(13 items)
 
Professional
(13 items)
 
RCPC#1
(17 items)
 
CPUMotherboardGraphicsRAM
Phenom II X6 1100t MSI 890FX GD65 MSI Radeon HD5670 GSkill RipjawsX DDR3 PC3 12800 2x4GB CL8 
Hard DriveOptical DriveCoolingOS
WD Black 1TB SATA III Samsung BD Zalman 9900MAX Windows 7 64 Professional 
MonitorKeyboardPowerCase
AOC 22" LED Logitech Kingwin Lazer Platinum 500w Fractal Design R3 
Other
Samsung 470 SSD 128GB 
CPUMotherboardGraphicsRAM
AMD Phenom II X6 960T Asus M4A88T-VEVO Asus Strix R7 370 SuperTalent Perfomance 
RAMHard DriveHard DriveOptical Drive
GSkill Snipers Monster Daytona Seagate Barracuda 500GB 7,200 RPM 16Mb cache Memorex DVD/RW 
CoolingOSMonitorKeyboard
Corsair H60 Windows 8N IBM 9494 19" LCD IBM 
PowerCaseMouseMouse Pad
Corsair GS500 In Win H-Frame Wolfking OCZ Behemoth 
Audio
JBL Creature 
  hide details  
Reply
Amelia
(13 items)
 
Professional
(13 items)
 
RCPC#1
(17 items)
 
CPUMotherboardGraphicsRAM
Phenom II X6 1100t MSI 890FX GD65 MSI Radeon HD5670 GSkill RipjawsX DDR3 PC3 12800 2x4GB CL8 
Hard DriveOptical DriveCoolingOS
WD Black 1TB SATA III Samsung BD Zalman 9900MAX Windows 7 64 Professional 
MonitorKeyboardPowerCase
AOC 22" LED Logitech Kingwin Lazer Platinum 500w Fractal Design R3 
Other
Samsung 470 SSD 128GB 
CPUMotherboardGraphicsRAM
AMD Phenom II X6 960T Asus M4A88T-VEVO Asus Strix R7 370 SuperTalent Perfomance 
RAMHard DriveHard DriveOptical Drive
GSkill Snipers Monster Daytona Seagate Barracuda 500GB 7,200 RPM 16Mb cache Memorex DVD/RW 
CoolingOSMonitorKeyboard
Corsair H60 Windows 8N IBM 9494 19" LCD IBM 
PowerCaseMouseMouse Pad
Corsair GS500 In Win H-Frame Wolfking OCZ Behemoth 
Audio
JBL Creature 
  hide details  
Reply
New Posts  All Forums:Forum Nav:
  Return Home
  Back to Forum: Hardware News
Overclock.net › Forums › Industry News › Hardware News › [LAT] Investing: AMD has promise but still lags Intel