Reminds me that Zen is coming in a few months too. bandwidth rumors: http://techfrag.com/2016/04/02/first-amd-zen-benchmarks-leak... CERN rumors: http://seekingalpha.com/article/3961536-amd-zens-release-wil...
AMD stock up 52%
41–50 of 98 posts
Re: AMD stock up 52%
#42I was just thinking these past few days how AMD is highly undervalued and would likely see a big boost from the launch of Zen. Since Zen is still not launched yet, I think there's opportunity for the stock to grow even up to 100% or more from where it was. As a little side note, I think it's fantastic that AMD is replacing its E-series APUs that used Atom-like CPU cores in low-end notebooks, at a time when Intel is d…
As you say it is not released yet, let's hope they really achieve a 2016 rollout.
Is there really any money in the lowend notebook market for CPU vendors?
I think what Intel realizes is that no one really wants a fan in a notebook. Not consumers (noise), not manufacturers (less parts, cheaper). For some the performance is worth the noise, but that is only at the high end, and will Zen be able to compete there?
Who will buy Zen? What is the market? Lowend is mobile + RPi3 etc. Mid doesn't exist anymore, and highend they will still not be able to compete?
Re: AMD stock up 52%
#43Earlier quoted context omitted.
> Prices below $5 often indicate that a company is in trouble. Really? What are you basing that on?
Just read the comments below before posting again.
Stock splits are only about convenience. Imagine if all we had are $100 bills. Buying groceries will be quite a hassle. The government then decides to do a split and let everyone exchange their $100 bills with 10 $10 bills. Everyone still has the same amount of cash but it's now easier for the average consumer to buy their groceries.
How would the existence of a $10 bill mean the economy is in trouble?
Re: AMD stock up 52%
#44Any news that would have influenced this?
One factor may be that they expect 1.5 billion in revenue from 3 devices (Playstation 4.5, Nintendo NX, Microsoft Xbox One.5???) [1] But the chinese deal is probably the main reason [1]: http://arstechnica.com/gaming/2016/04/amd-promises-three-new...
Re: AMD stock up 52%
#45I was just thinking these past few days how AMD is highly undervalued and would likely see a big boost from the launch of Zen. Since Zen is still not launched yet, I think there's opportunity for the stock to grow even up to 100% or more from where it was. As a little side note, I think it's fantastic that AMD is replacing its E-series APUs that used Atom-like CPU cores in low-end notebooks, at a time when Intel is d…
I sure hope AMD can compete on both price and performance with Zen but: As you say it is not released yet, let's hope they really achieve a 2016 rollout. Is there really any money in the lowend notebook market for CPU vendors? I think what Intel realizes is that no one really wants a fan in a notebook. Not consumers (noise), not manufacturers (less parts, cheaper). For some the performance is worth the noise, but tha…
Zen will be competitive at all levels in terms of performance, price and power, not just the low-end. Now, if Intel makes the highest-end Core i7 Extreme Ultra Edition chip for say $800, and AMD only makes a highest end chip one that costs $600, then yes, I would imagine Intel would still be the "winner" in "peak performance" in the PC market. But that's an out of context comparison.
The price metric should always be included in the context. What I want to know is if I have to spend $200 on a chip and for a TDP of 15W, which one has the best CPU at that price point? AMD or Intel? What about at the $300 price point and a 30W TDP? If it's AMD, then I don't care that Intel can make a 5% faster one for $350.
I only said the Zen-based E-series, which will go into things such as $200-$300 Chromebooks, will destroy Intel. And I'm not sure what you mean by "there's no mid-range". The average price for a notebook is around $500.
Re: AMD stock up 52%
#46Reminds me that Zen is coming in a few months too. bandwidth rumors: http://techfrag.com/2016/04/02/first-amd-zen-benchmarks-leak... CERN rumors: http://seekingalpha.com/article/3961536-amd-zens-release-wil...
AMD is the leader in virtual reality? I can believe that it they mean in their own imaginary world, they are leading.
Re: AMD stock up 52%
#47Any news that would have influenced this?
Re: AMD stock up 52%
#48Re: AMD stock up 52%
#49Anyone care to predict if I invested say $1,000 ASAP open trading, if I would be up or down 24 hours after that?
Re: AMD stock up 52%
#50Earlier quoted context omitted.
There are more important practical reasons for slightly higher share prices than appearances. A lot of major brokers (eg Fidelity, Scottrade, TradeKing, TD Ameritrade) won't allow any margin on stock prices below $2 or $3, and often brokers adjust the margin requirements based on price brackets (eg $5 to $3, X% capital requirement; sub $3, no margin allowed). That can cause a margin crunch on investors if the stock f…
There are also important practical reasons for low share prices - there are high fees and commissions for trading shares in lots smaller than 100. This makes stocks at low prices attractive for small investors, unlike the Berkshire of old with a price of 100k...