"This Is Not The Intel We All Know"
- Thread starter Zebo
- Start date
Markfw
Moderator Emeritus, Elite Member
- May 16, 2002
- 27,094
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AMD is just holding their own in stock price lately, but really has promise. I have invested a few K in them based on this, and hope for a return within the next year.
Money aside, Intel sucks lately, and AMD rocks ! (product wise)
Money aside, Intel sucks lately, and AMD rocks ! (product wise)
- Jul 29, 2001
- 39,398
- 19
- 81
I don't play the stock market because the margins are too low but I like Nvidia right now. Thier revenue and incidently thier share price has dropped 50% since last year and now they have the best graphics cards. Sales should double if they ever make more than 10 a week.
ponyo
Lifer
- Feb 14, 2002
- 19,688
- 2,811
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Tech market just suck right now. Most tech stocks have given up the recovered gains of '03 and many are back to their '02 lows. I never really had much luck with long position on Intel. I seem to do better with short position when it comes to Intel. I've made good chunk of change with long position in AMD in the past though. Same with Apple. Apple is the only PC stock I'm currently long at the moment although I'm planning to pick up some Nvidia soon.
Given Intel's troubles, I would short Intel and go long AMD if I were to play these two stocks.
Given Intel's troubles, I would short Intel and go long AMD if I were to play these two stocks.
- Jul 29, 2001
- 39,398
- 19
- 81
Short?? wow all you see is down from here?? Man I don't know... with intels engineering and money they just have to pop something out which regains the crown. Either way I think with thier brand awareness they'll still sell very well while thier hurting in the benches and heat wise.
ponyo
Lifer
- Feb 14, 2002
- 19,688
- 2,811
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Intel could potentially fall to ~$15 or so. Around another 33% haircut from current levels. Given trend is down and market is so nasty, I wouldn't put pass it. Actually big caps like Intel has held up fairly well in this market compared to small caps which are just are getting their life beaten out of it. I still remember Intel at around $13 back in late '02. The Intel short position would only be temp hedge for AMD long position for few months in this nasty market and I would get rid of it come Nov. and just go long AMD. All this of course is IMHO.
Originally posted by: Yanagi
ADVICE: Wait for dothan, then invest
Seriously, thats what i would do.
huh? Dothan is already out dude....
SneakyStuff
Diamond Member
- Jan 13, 2004
- 4,294
- 0
- 76
I'm glad to see AMD gaining ground, this could be a good thing, needless tos ay Intel isn't going anywhere though.
I predicted this would happen, but I was expecting AMD to rise more. People just aren't realizing what's best for them yet.
- Aug 22, 2001
- 31,680
- 31,538
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AMD won't be jumping too high either. Here is why.
1) Not much advertisement.
2) Playing catch up game with Intel on whatever marketing they have instead of being genuine innovator
(they may be but they don't say so in easy to understand way to customers)
3) Not accepting the fact that they don't have market dominance and their advantage should be on value sector with good price/performance. Right now, their prices are right on Intel. If you were average person not knowing much about computer, for same money, you will most likely get intel of same PR without doubt. They won't know about CPU running hot, they won't know the games runs better on A64. All they will know is buying from intel is safer bet (past expereiences). Only way to really turn tide here is price which is all deciding factor once you do have competitve product available.
4) AMD's corporate practices (or marketing decisions) makes me wonder at times if the high ups even have any common sense... (this is my observation since the inception of AMD long while back... can't believe it has been more than a decade already?) Instead of making advantage of Intel's mistake, they sit on it gloat and do ABSOLUTELY NOTHING to take advanatage of situation even when they have good product in hand.
Until you see some change in above 4, I wouldn't invest on AMD.. not even few ks. (Much less Intel until they get 90nm processing fixed... than maybe).
1) Not much advertisement.
2) Playing catch up game with Intel on whatever marketing they have instead of being genuine innovator
(they may be but they don't say so in easy to understand way to customers)
3) Not accepting the fact that they don't have market dominance and their advantage should be on value sector with good price/performance. Right now, their prices are right on Intel. If you were average person not knowing much about computer, for same money, you will most likely get intel of same PR without doubt. They won't know about CPU running hot, they won't know the games runs better on A64. All they will know is buying from intel is safer bet (past expereiences). Only way to really turn tide here is price which is all deciding factor once you do have competitve product available.
4) AMD's corporate practices (or marketing decisions) makes me wonder at times if the high ups even have any common sense... (this is my observation since the inception of AMD long while back... can't believe it has been more than a decade already?) Instead of making advantage of Intel's mistake, they sit on it gloat and do ABSOLUTELY NOTHING to take advanatage of situation even when they have good product in hand.
Until you see some change in above 4, I wouldn't invest on AMD.. not even few ks. (Much less Intel until they get 90nm processing fixed... than maybe).
did anyone even notice AMDs last quarter report? they are making more money off of flash memory than they are with processors...
most new cell phones use AMD flash memory,as well as a host of other applications. AMD found its bread and butter elsewhere to hold up for the slagging CPU division.
most new cell phones use AMD flash memory,as well as a host of other applications. AMD found its bread and butter elsewhere to hold up for the slagging CPU division.
AMD only started making flash memory 2 years ago and its already making more money than their CPU division, its been on the rise ever since it started. I think that says a lot.
sandorski
No Lifer
- Oct 10, 1999
- 70,677
- 6,250
- 126
interesting, i read serveral article saying otherwise. it was probably poor wording suggesting that they are going to aggresively elbow into the mainstream flash market,which they did.
thanks for the heads up
thanks for the heads up
Intel should continue to plummet until they decide to do something to turn it around. Dothan looks to be something that may "save" them. If their marketing department can come up with something brilliant, that may help too. The key is to find the time when Intel is most desperate and then load up on their stock
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