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[LAT] Investing: AMD has promise but still lags Intel - Page 2

post #11 of 34
Quote:
Originally Posted by Redwoodz View Post
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.
Yup! I told my mom she should buy some, she won't. =( It's money that will come though, soon enough.
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post #12 of 34
Quote:
Originally Posted by mushroomboy View Post
So basically the older more conservative ways are loosing them money, interesting.
If they involve mantaining the K10 architecture any longer yes, they are loosing money.


If they involve not developing Bobcat, yes, they involve losing money.

Drik Meyer was somehow not interested in the superfast-growing mobile market.

If AMD makes its place in the mobile market, the desktop one will sell itself.
   
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post #13 of 34
Quote:
Originally Posted by sccr64472 View Post
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.
Well not really. Intel had a net profit margin of almost 27% last year compared to 14% for AMD. Not only this, while INTC might have only increased by a little, it has been paying dividends in the 15c range - dividends will always cause a price drop off.


Quote:
Long term investors don't consider a 1 year stock price as strongly as you'd think.
True.

Quote:
Intelligent investors sometimes sit on a company's stock for years without any return if they believe in the company.
Not true for technology stocks. Things change so quickly, you simply would be fool to hold them for too long. They are things you make speculative profits on like most miners or oil exploration companies. Bluechip shares are more akin to banks (well not in the US ).
post #14 of 34
Quote:
Originally Posted by NrGx View Post
Well not really. Intel had a net profit margin of almost 27% last year compared to 14% for AMD.
Neither of those hold a candle to other industries.


Quote:
Originally Posted by NrGx View Post
Not true for technology stocks. Things change so quickly, you simply would be fool to hold them for too long. They are things you make speculative profits on like most miners or oil exploration companies. Bluechip shares are more akin to banks (well not in the US ).
You're forgetting the difference between short and long term capital gains tax. Long term capital gains tax is only 12% for 2011. That alone is an incentive to hang onto a great company's stock even if the price isn't climbing currently.
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post #15 of 34
A bunch of people are hoping AMD can make a comeback. Everybody likes their low prices. Not many people want them to go...except intel fanboys...and nvidia.
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post #16 of 34
Hi All,

First AMD has been through this before and they are still here.
Second investing is speculative. There are many factors that govern a good investor's moves. The ability of a tech company to release their product in the time line they present is a very high mark in this area. Time in tech sector is in hyper fast and delays on new product architectures are big red flags. On the other hand if a tech co. has a rep for producing when it says it will then sitting on hte stock is not always a bad move. In the case of AMD the 6900's the Fusion sets, The Bulldozer cpus are all pretty much on schedule. When they blended the ATI name into the AMD moniker I am sure there were business moves that allowed for one time losss write-offs etc. There is alot going on at AMD that we are not fully aware of and until Bulldozer is finally releasesd and it can be fully assessed both for innovation and performance all anyone can do is speculate as to where AMD will be in a year or two.
    
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post #17 of 34
Quote:
Originally Posted by HybridCore View Post
A bunch of people are hoping AMD can make a comeback. Everybody likes their low prices. Not many people want them to go...except intel fanboys...and nvidia.
Which is stupid. They'd be paying $1000+ for all Intel chips if they want AMD to go. Competition is good thing sillies. (2nd time I used that word today... )
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post #18 of 34
I bet bulldozer will not be faster than intel chips but will probably be a good amount cheaper.
    
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post #19 of 34
Quote:
Originally Posted by Krusher33 View Post
Which is stupid. They'd be paying $1000+ for all Intel chips if they want AMD to go. Competition is good thing sillies. (2nd time I used that word today... )
Except AMD really isn't competing with Intel right now.

The latest Intel offerings are better than AMD's best at every price point right now.
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post #20 of 34
I think the Board made a good decisions with Dirk, however, most investors I talk to wouldn't touch AMD with your money. (*cold chuckles*)

The only salvation for AMD I see at this point, regardless of who becomes the new CEO, because I feel that AMD has been lax in certain areas for too long (Especially Financial), is that they can actually beat Intel in the Server Market & Mobile market with their new Architect.

From what we understand they will increase power saving exponentially & increase battery life significantly as well! (Lower TDP & 0 State Turned off Cores = uber good!) Furthermore the netbook CPU/GPUs they have made are very good! This will be a small hit on Intel though... (Netbooks to me aren't that big compared to Laptops)

If their Server CPU is all that, then Intel may take a major blow.

If their Laptop CPU is all that, then Intel will take a significant blow!

If their Desktop CPU is all that (Zambezi), then Intel will take a minor blow there.

(Edited: Interjected) Someone once told me the profit margin for CPUs isn't that significant, what do you guys think/know? IF this is true, then of course no matter what AMD does, it won't matter really, they won't be raking in enough dough to keep those bakers making bread (CPUs)!

If prices are below Intel & they are beating Intel's offering in performance as well, this proposes a wide array of possible scenarios which could be good or bad for the consumers at large, this is rather tough to tell and needs further speculation!

All in all I see AMD coming out of the rut and possibly climbing to a 40/60 Stance in the market overall against Intel, that severely hinges upon what their new Architect delivers in way of performance & price mostly. I think AMD is fighting the wrong front going for Performance / Watt, it should be Performance / $ instead, but that's just me.

I'd like to see AMD Produce the best performing chip on the market, but many people have high doubt they will be able to produce such a CPU, I severely and most desperately hope that AMD has the bomb in Bulldozer, truly...

But no matter what happens I am STILL in dire anticipation waiting for BENCHMARKS!
Edited by _GTech - 2/21/11 at 10:28am
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