Investing in AMD?

[Patranus]

What are they doing in terms or ARM development?

Nothing you say?

Then nope.

 

[yhelothar]

I'm no stock guru, but looking at the charts, you could clearly see huge share price increases that clearly coincide with release dates of their products that kicked intel's butt.

 

[silverpig]

You're guessing and essentially gambling. Don't do it.

Even if the new chip rocks and blows the socks off of what Intel has, it doesn't mean anything. How much does the chip cost? How much does it cost to produce? Do any big OEMs sign big deals? Will it be in the next XBOX/PS4/Nintendo?

Having a nice chip that overclocks well means absolutely nothing in and of its own.

 

[Joseph F]

^^ This is why I'm willing to lay down a sum of money to bet on BD. If it does kick ass then it'll be a good short-term investment. If not then I could probably pull out with minimal losses.

BTW who else should I invest in if not AMD? Perhaps ARM Holdings? I can't see them going anywhere but up.

 

[silverpig]

^^ This is why I'm willing to lay down a sum of money to bet on BD. If it does kick ass then it'll be a good short-term investment. If not then I could probably pull out with minimal losses.

BTW who else should I invest in if not AMD? Perhaps ARM Holdings? I can't see them going anywhere but up.

What should I bet on? #17 seems like a good bet. I can't see it not coming up next.

Get a nice index fund if you really want to invest.

 

[Patranus]

BTW who else should I invest in if not AMD? Perhaps ARM Holdings? I can't see them going anywhere but up.

I know that people will bitch about this but.......Apple has a price target of $500 to $550 per share.

 

[Locut0s]

What should I bet on? #17 seems like a good bet. I can't see it not coming up next.

Get a nice index fund if you really want to invest.

He doesn't mean invest. He means "play" the market. Which reminds me I should change the title of my own thread on the topic I just posted.

 

[mjrpes3]

I'd go with ARM Holdings.

ARM is making its way up into tablets and it seems logical they shouldn't have trouble in ultra portables and small form factor boxes, if they can beat the x86 app deficit. iOS seems to be helping them in this respect, and the mantra that one day all your stuff will be in the cloud (and thus accessible by HTML5 web browser) would likewise help.

Intel seems fundamentally unable to scale down to the power levels of ARM, a huge stumbling block.

I hope someday big and small will converge and I'll have something like the Motorola Atrix, one device to rule them all.

(well... maybe not for eXtreme gaming... tho I've only played minecraft recently... and that's supposed to come out for the ipad eventually lol).

 

[HAL9000]

NO! Also you're 16. Investing in AMD at 16 is a bad idea.

 

[Schfifty Five]

^^ This is why I'm willing to lay down a sum of money to bet on BD. If it does kick ass then it'll be a good short-term investment. If not then I could probably pull out with minimal losses.

BTW who else should I invest in if not AMD? Perhaps ARM Holdings? I can't see them going anywhere but up.

Please do yourself a favor and get rid of those thoughts immediately.

 

[airdata]

my co-worker talked me into buying some when it was around $2... I sold mine though. My co worker bought thousands of shares though and made a nice profit when they hit $9-10 per share.

 

[dullard]

I've often posted on here against investing in AMD. Basically I've been anti-AMD stock ever since AMD's stock share was at ~$40 with AMD still losing money quarter after quarter. For all the great things that AMD does technology wise, they forget one key piece of information: to actually make a consistant profit.

When it comes to buying stock, especially technology stock, it is hard to focus on profit instead of focussing on the technology. BD may become a fantastic chip. But don't focus so much on that chip. The dual core 64-bit Athlon was a fantastic chip for a while, but AMD's stock was $16 before it and about $8 (or less) two years later. Why? AMD forgot to make a profit.

ATI may be doing well, but then again, graphic cards have never really been a profitable business.

BD may become a great chip, but it isn't where computer companies are going. JS80 got the true question asked. What is AMD doing to get into notebooks, netbooks, tablets, and smart phones? Very little. BD consumes at least 10 to 100 times more power than chips that are targetted for that skyrocketing and profitable application. The days of the power hungry desktop chip are numbered.

AMD's stock may do well short-term. But keep your goals very short term. Set a profit level, and sell at that level. Don't fool yourself into thinking it will skyrocket or that the gains will last long.

 

[ultimatebob]

AMD has already had a big run up at this point, and I doubt that it will go up much more in the short term.

Also, don't think that Bulldozer will have a big impact on the stock price.... Sandybridge was supposed to be a big deal as well, but it didn't do much to raise Intel's stock even before the recall.

 

[theeedude]

P/E and Debt are both too high, even compared to Intel.
Intel has fundamental advantages and the resources to change strategy if the whole x86 all in bet doesn't pan out. AMD does not. It could find itself a small fish in a shrinking pond.
If Intel has to cut CPU prices to compete with ARM SOCs, that will squeeze AMD's profits hard.

 

[Genx87]

I'd go with ARM Holdings.

ARM is making its way up into tablets and it seems logical they shouldn't have trouble in ultra portables and small form factor boxes, if they can beat the x86 app deficit. iOS seems to be helping them in this respect, and the mantra that one day all your stuff will be in the cloud (and thus accessible by HTML5 web browser) would likewise help.

Intel seems fundamentally unable to scale down to the power levels of ARM, a huge stumbling block.

I hope someday big and small will converge and I'll have something like the Motorola Atrix, one device to rule them all.

(well... maybe not for eXtreme gaming... tho I've only played minecraft recently... and that's supposed to come out for the ipad eventually lol).

Windows 8 coming to ARM will help them big time. I'd expect Microsofts applications to come along with the OS.

 

[Imp]

"Good value" compared to what?
Or are you assuming that because their stock is <$10, that it's automatically cheap?

How much is AMD worth in your opinion?

Exactly because it's <$10, it's a good company with diversification and shouldn't be trading that low. Look at APPL, it's at $300, give it some time and I'm sure it'll make it up there. Even Microsoft is at $25 and they suck.




That was sarcasm in case you're riled up. Clearly you think otherwise of AMD, so I'll leave you to that.

 

[Murloc]

you don't want to invest, you just want to speculate. You're betting too, since you don't have real information that gives you an advantage over other people.
You also said you don't know much about the stock market.

I think this is a recipe for failure. Most people just take more risks if it works the first time because they're lucky, and lose everything in the end.

 

[LegendKiller]

My thoughts on AMD 2+ years ago hold true today

http://forums.anandtech.com/showthread.php?t=116833&highlight=amd&page=7

AMD blows. They had a winner with some of the Althon chips and failed to take advantage of Intel's failboat with the P4. Once Intel got off its lazy ass and made the Celeron, it was game over. The merger with ATI has been a disaster with tons of money wasted and still no significant product in line with Nividia Tegra or Intel's forays into GPU/CPU and mobile.

Even though they got rid of Ruiz, the problem was far more ingrained than that. Wouldn't touch it with a 10' pole.

 

[LegendKiller]

you don't want to invest, you just want to speculate. You're betting too, since you don't have real information that gives you an advantage over other people.
You also said you don't know much about the stock market.

I think this is a recipe for failure. Most people just take more risks if it works the first time because they're lucky, and lose everything in the end.

It all depends. Handicapping a stock and realizing the asymetrical nature of value can result in huge gains. Many people like to pretend the market is efficient even though it isn't. As such you can take advantage of opportunities, provided you research them and understand the nature of their risk.

One example was during the credit crisis investors beat the hell out of the rental car companies because they had heavy securitization debt and might not have been able to roll that. The market cap of those companies was far below any rational liquidation value, even considering stressed scenarios on the used cars and brand names. A company like Avis-Budget hit a low of ~.40, HTZ and DTG were in similar positions. I bought into all 3 with my rollover IRAs and excess cash.

Avis Budget is currently at 16.70.

See how skewed that result was?

Can you tell me that the odds of CAR going to 0 was far greater than 40:1?

 

[lothar]

My thoughts on AMD 2+ years ago hold true today

http://forums.anandtech.com/showthread.php?t=116833&highlight=amd&page=7

AMD blows. They had a winner with some of the Althon chips and failed to take advantage of Intel's failboat with the P4. Once Intel got off its lazy ass and made the Celeron, it was game over. The merger with ATI has been a disaster with tons of money wasted and still no significant product in line with Nividia Tegra or Intel's forays into GPU/CPU and mobile.

Even though they got rid of Ruiz, the problem was far more ingrained than that. Wouldn't touch it with a 10' pole.

That thread brings back many memories...
Also, why the hell do all my old posts say "imported Lothar"? :thumbsdown:
I didn't create a new account when the forum changed over. Something seems fubar'd.

 

[Imp]

AMD has already had a big run up at this point, and I doubt that it will go up much more in the short term.

Also, don't think that Bulldozer will have a big impact on the stock price.... Sandybridge was supposed to be a big deal as well, but it didn't do much to raise Intel's stock even before the recall.

I actually bought a couple grand worth of AMD when the CEO just resigned, and the stock flopped to $7.xx. Held onto it for a week as it ran up, watched it like a hawk, and sold it when it stuttered around $8.20.

It hit close to $9 after I sold it, but I wouldn't touch that thing right now. There's upside potential, but way too high risk. I'm put off by all tech stocks because they're too dependent on keeping up with the latest and greatest. Miss your sales target and poof goes the price. I do own MSFT and CSCO because they're a lot more established and aren't as dependent on 'hit' consumer products.

 

[lothar]

Take a close look at how many top executives have left in the past few months...Is it a cleaning of "dead wood," or are the rats leaving the sinking ship?

Interesting take but from what I know, Dirk Meyer is no dead wood.
Could be rats leaving the sinking ship, or even "none of the above", but I know it's not the "dead wood" option based on what I know about Dirk Meyer.

Them choosing to get rid of Dirk Meyer is almost as foolish as the HP board firing Mark Hurd last year or the idiots on the Apple board firing Steve Jobs in the 1980's.
After all, this was the same board that hired and kept Hector Ruiz at his job for almost a decade, so I'm not surprised.

 

[yhelothar]

I've often posted on here against investing in AMD. Basically I've been anti-AMD stock ever since AMD's stock share was at ~$40 with AMD still losing money quarter after quarter. For all the great things that AMD does technology wise, they forget one key piece of information: to actually make a consistant profit.

When it comes to buying stock, especially technology stock, it is hard to focus on profit instead of focussing on the technology. BD may become a fantastic chip. But don't focus so much on that chip. The 64-bit Athlon was a fantastic chip for a while, but AMD's stock was $16 before it and about $8 (or less) two years later. Why? AMD forgot to make a profit.

ATI may be doing well, but then again, graphic cards have never really been a profitable business.

BD may become a great chip, but it isn't where computer companies are going. JS80 got the true question asked. What is AMD doing to get into notebooks, netbooks, tablets, and smart phones? Very little. BD consumes at least 10 to 100 times more power than chips that are targetted for that skyrocketing and profitable application. The days of the power hungry desktop chip are numbered.

AMD's stock may do well short-term. But keep your goals very short term. Set a profit level, and sell at that level. Don't fool yourself into thinking it will skyrocket or that the gains will last long.

What are you talking about? Athlon64 was released Sept 23, 2003. At that date, AMD's stock was $10.87. AMD's stock rose tremendously thereafter. 2yrs later, it's $23, and a few months later, it was up to $40.
Then in Spring of 2006, at the Intel Developer Forum, Intel gave a sneak peak of their groundbreaking Conroe architecture, and predictably, AMD's stock started plummeting.

 

[dullard]

What are you talking about? Athlon64 was released Sept 23, 2003.

Oops meant to type dual core 64 bit Athlon (spring 2005). Good catch, I'll edit it in. My point is the same though. Supposedly a great breakthrough with the first desktop dual core, stock went straight up after its release. But two years later the stock had completely tanked. It doesn't matter how great the BD is, one press release or sneak peak and AMD's stock price could be back in the dumps.

 

[yhelothar]

Yup Athlon64X2 totally kicked butt and AMD's stock price went up from $16 to $40 in a year. But one year later, Core2Duo was out and totally spanked AMD's butt. Two years after, AMD's stock totally tanked.
Makes sense to me.