[erepsysoulperj]

think anyone will touch amd ? I happened to pick up 250 shares today and just sit on it to see what happens...honeslty, I dont think they can get any worse...hopefully they will turn a profit this year, if not then, new ceo would mean stock up %15 just for getting a new CEO....hector needs to leave...

[Mereebirl]

No.

post filler

[Chooriwrocaxz]

Who do you think would pick them up? More likely they'd end up selling parts of the company like the old ATI.

By the way this isn't the kind of news to buy shares on...
AMD's New Notebook Chip Could Have a Bug, Analyst Says

[erepsysoulperj]

Who do you think would pick them up? More likely they'd end up selling parts of the company like the old ATI.

By the way this isn't the kind of news to buy shares on...
AMD's New Notebook Chip Could Have a Bug, Analyst Says

well, I figure it cant get much worse, besides suposedly its not true...

http://blogs.barrons.com/techtraderd...lenews_barrons

[caseferter]

well, I figure it cant get much worse, besides suposedly its not true...

http://blogs.barrons.com/techtraderd...lenews_barrons

February 13, 2008, 1:06 pm
Update: AMD Says It Is Not Aware Of Any Glitches With Puma Notebook Platform; Still On Track For Q2 Launch
Posted by Eric Savitz They wern't aware of Phenom errata bug, did they (not before launch)?

[Tic Tac Took]

think anyone will touch amd ?

Not with a 20ft bargepole at the moment.

[art_fan_12]

To be honest, i am now getting interested in AMD, just from a quick glance at the charts. Sure, i could be betting wrong, but now seems like a good time to buy. The stock is low, but the company is still viable, with far too many assets to just.. disappear. If it did start faltering, a buyout would most likely occur, giving decent value to any outstanding stock.

Damn, where is spare $ when you need it...

[erepsysoulperj]

To be honest, i am now getting interested in AMD, just from a quick glance at the charts. Sure, i could be betting wrong, but now seems like a good time to buy. The stock is low, but the company is still viable, with far too many assets to just.. disappear. If it did start faltering, a buyout would most likely occur, giving decent value to any outstanding stock.

Damn, where is spare $ when you need it...

yup, in an acquisition, I can see somebody offering $10-15 a share for AMD.

[Chooriwrocaxz]

To be honest, i am now getting interested in AMD, just from a quick glance at the charts. Sure, i could be betting wrong, but now seems like a good time to buy.

I'd say it wasn't yet the time to buy. Look at the charts a bit closer..

The MACD is not saying buy. I'll say it again I don't see any reason for a total buyout they'd probably sell certain divisions of the company much like they did with the Communication Products Division back in 2000.

[ClaudeMarkus]

Charts are irrelevant. It's the underlying business that matters and AMD is hurting. They claim that they will turn an operating profit this year, which is another way of saying a net loss, i.e. they will continue to lose money in 2008. They are deeply in debt, they overpaid substantially for ATi, their latest products are not really inspiring and they can't turn a profit.

Note a couple key "snapshot" metrics on AMD:
1. Massive short interest in AMD - it's >15% of the float!
2. More debt than shareholder equity - indebtedness in the alarm bells zone.
3. Liabilities greater than shareholder equity - suggests poor use of capital and a longstanding history of losing money.
4. Goodwill and intangible assets are 33% of the company's assets - these are fundamentally worthless assets whose value can change with the whims of management. Massive goodwill is indicative of having overpaid for acquisitions (hello ATi).

Intel, by contrast, has a sweet balance sheet, is firing on all cylinders and is in my opinion being grossly undervalued by the market. At this point in time I would much rather own Intel than AMD, and I do. Formal disclosure statement: I am long Intel.

I do not see AMD as a viable acquisition target and I do not expect AMD to return to profitability in 2008. Revenues may rise but that is uncertain and likely to be a result of a generally strong IT/PC sector as opposed to improving performance on AMD's part.

There may be a point in time at which AMD represents a compelling buy but this isn't it. Right now, I think it's going to swing around with the day-to-day hysterics of traders and the general market. AMD owners should expect volatility and understand that this is a risky company to own right now.

[Chooriwrocaxz]

Charts are irrelevant.

Of course they aren't irrelevant! Technicals are an excellent short term trading tool. Intel are in good shape fundamentally but it's judging when is the best time to buy and sell that will maximize your profit and for that you need to rely on charts.

[iDzcs7TU]

I would bet that Via would snap them up if they went under, then they would be in CPU manufacturing hell.

I could also see some Chinese company buying them out if it were allowed, the Chinese seem to really want to have a CPU of their own for matters of National Pride.

I think with a decent influx of cash so they can afford good R & D people again that AMD could hit the top, The only reason that they are in such bad shape now is that Intel is spending a fortune on R & D cycling products on an almost unreasonably short time table, and really pushing performance beyond what they can match on what has always been a small budget.

[Hbkj89D2]

Of course they aren't irrelevant! Technicals are an excellent short term trading tool. Intel are in good shape fundamentally but it's judging when is the best time to buy and sell that will maximize your profit and for that you need to rely on charts.

The reason why technical analysis works is because it is a self fullfilling prophecy and because humans tend to see patterns even if there are none.

Intel has an excellent dividend yield and judging by the 45nm shortage due to high demand, sales aren't going bad anytime soon. A lot of you don't seem to take risk into account when looking at potential profits.

[sarasaraseda]

The reason why technical analysis works is because it is a self fullfilling prophecy and because humans tend to see patterns even if there are none.

True, that's one part of it. The so-called herd behavior in behavioral finance.
The other part is statistics (probability).

[isogeople]

think anyone will touch amd ? I happened to pick up 250 shares today and just sit on it to see what happens...honeslty, I dont think they can get any worse...hopefully they will turn a profit this year, if not then, new ceo would mean stock up %15 just for getting a new CEO....hector needs to leave...

no one will touch AMD. the crosslicensing agreement with intel states the technology is not transferable... so AMD need to be able to keep itself profitable for anyone to consider sinking more money into it. cause if it goes broke, the tech access is gone and you wouldn't be able to make x86 processor based on AMD tech without getting another agreement with intel (or so i think... ) and i highly doubt the rest of the company tech is worth the debt it's has stack up.

I could also see some Chinese company buying them out if it were allowed, the Chinese seem to really want to have a CPU of their own for matters of National Pride. Advanced Micro Devices on Monday said it had reached an agreement with the Chinese Ministry of Science and Technology (MOST) and Peking University to license the company’s x86 Geode microprocessor design technology that will enable Chinese development of low-power and embedded computer solutions for consumer and commercial markets. the chinese may create processor based on AMD tech, but if it contains intel technology, but the tech needs to remains under AMD's name. should AMD go under, the licensing obivously ends. of course nothing stop the chinese from illegally using it as long as they don't try to sell it in places enforcing US copyright...

but 1 thing i am not sure, does the Geode contains intel technology or is it still based purely on cyrix technology which AMD may transfer completely?

[erepsysoulperj]

well, lets see what happens in the next few months....I have confidence that their next gfx and cpus will prove to be alot better than intel/nvidia.

[Hbkj89D2]

well, lets see what happens in the next few months....I have confidence that their next gfx and cpus will prove to be alot better than intel/nvidia.

even if they get it done right, we would know it before the analysts do and therefore can make our moves accordingly

just look at the time we knew Conroe would pwn the A64 and the time until Intel stock took off

[ClaudeMarkus]

Technical analysis doesn't actually work, except in hindsight. People counting on technical analysis to follow trends and make short-term trades are ultimately in for a world of hurt because they're using pseudoscience to justify luck while executing an "investing" strategy with a proven lack of long term results (unless the goal is to lose money, in which case results abound).

I also look to the FM community as a leading indicator of what's going on in Intel and AMD land. We know well in advance of Wall St. what the real story is on AMD, Intel, nVidia and ATi/AMD products and this, combined with a fundamental understanding of the company's finances, can lead to good investment opportunities. I feel that the enthusiast community is a strong leading indicator for the rest of the market and the fact that Intel's products are much better liked here than AMD's, in conjunction with Intel's obviously low price and under-appreciated status, which are irrational given its monstrous cash flow, growth levels and the general strength of the PC market are the factors that made me buy.

[Chooriwrocaxz]

Technical analysis doesn't actually work, except in hindsight. People counting on technical analysis to follow trends and make short-term trades are ultimately in for a world of hurt because they're using pseudoscience to justify luck while executing an "investing" strategy with a proven lack of long term results (unless the goal is to lose money, in which case results abound).

How much do you believe that? What if I was to offer you a challenge, let's pick a few stocks. You buy in when the RSI is topping/Overbought and sell when the RSI is bottoming/Oversold, I'll buy when the stocks oversold and sell when it's overbought. Let's see who make the profit.

Obviously that's simplifying things a bit and you'd want to look at other indicators like moving averages but the basic point is the same. I'm not suggesting things like Elliot Wave theory are worth anything or that Technical indicators are as useful as they once were. I'm just saying that the basic tools that are used often provide a strong indication of movement if they weren't why would they be used so widely? If you want to refute this go ahead I'd like to know what you think people use to make judgments about the short term movement of stocks.

Oh yeah i'm sure I've said it before but I'll say it again, the direction of Intel's stock price in recent times has been more related to the over all conditions of the NASDAQ/markets than any key company events.

[adariseediups]

There is a nasty rumour that nVidia may try to acquire AMD. They could just about do it too, if AMD doesn't fight them.