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AMD - Advanced Micro Devices, Inc

Discussion in 'Stock Message Boards NYSE, NASDAQ, AMEX' started by Cy McCaffrey, Mar 31, 2016.

  1. Tiptopptrader

    Tiptopptrader Well-Known Member

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    This may be a good day to buy the dip as AMD is up .02 @3.62 with the markets melting down
     
  2. Tiptopptrader

    Tiptopptrader Well-Known Member

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    AMD Posts Strong 2Q16 Guidance in a Weak PC Market
    AMD posts strong fiscal 2Q16 guidance
    In the previous part of the series, we saw that Advanced Micro Devices (AMD) improved its cash position, but the negative cash flows continued to hamper its balance sheet. However, the company expects to start reporting positive free cash flow in 2016.

    While Intel (INTC), Micron Technology (MU), and Qualcomm (QCOM) have reported weak guidances, AMD has posted strong guidance for 2Q16. In fact, it expects to report positive revenue during the quarter, breaking its 1.5-year jinx of falling revenue.

    Revenue guidance
    For 2Q16, AMD expects revenue to rise 15% quarter-over-quarter to a midpoint of $955 million, topping analysts’ consensus estimate of $888 million. This figure represents a 1.6% rise YoY (year-over-year).

    Revenue will largely be driven by growth in semi-custom processor sales and licensing revenue from AMD’s joint ventures in China. The company expects to realize a rise of $25 million from licensing joint ventures in 2Q16.

    Profit guidance
    On the profitability front, AMD expects to report a non-GAAP (generally accepted accounting principles) gross margin of 31% in 2Q16, lower than the 32% margin it reported in 1Q16. The company expects its non-GAAP operating expenses to rise 1% quarter-over-quarter to $335 million in 2Q16, largely driven by a rise in research and development expenses.

    In the next part of the series, we’ll look at AMD’s guidance for 2016 and its technology roadmap. The PowerShares QQQ Trust, Series 1 ETF (QQQ) has exposure to the technology sector, including 2.9% exposure to INTC.

    AMD’s 2016 Guidance Is Opposite Analysts’ Estimates
    By Paige Tanner | Apr 28, 2016 11:45 am EDT
    AMD’s 2016 guidance isn’t in sync with analysts’ estimates
    In the previous part of the series, we learned that Advanced Micro Devices (AMD) expects to report revenue growth of 1.6% YoY (year-over-year) in 2Q16, its first growth in six quarters. The 1.6% growth is just the start. AMD expects to pick up speed in 2H16.

    AMD expects to post revenue growth on a YoY basis in 2016. This is opposite analysts’ estimate of a 4% YoY fall in 2016. According to analysts, the company has high exposure in the lower-tier notebook and emerging economy PC (personal computer) markets.

    The PC market is slowing more quickly than expected, and this trend has forced powerful rival Intel (INTC) to lower its guidance.

    Growth drivers
    However, several factors could play in favor of AMD and boost its revenue growth in 2016.

    The company has secured three semi-custom design wins for new consoles, which could generate revenue of ~$1.5 billion over a period of three years, with revenue growth starting in 2H16.
    AMD has signed a $293 million licensing agreement to form a joint venture with Tianjin Haiguang Advanced Technology Investment. The joint venture will enable China (MCHI) to develop server processors. AMD expects to gain $52 million from this joint venture in 2016. Even Qualcomm (QCOM) has entered into a joint venture to design and build server chips for China.
    The company will launch its Polaris GPU (graphics processing unit) in 2Q16. The GPU should drive revenue in 2H16 and help AMD to regain its lost share in the GPU market. However, AMD could face tough competition from NVIDIA’s (NVDA) Pascal GPU, which is expected to arrive sometime in 2016. The extent of revenue growth from these GPUs will be determined by the timing of their market entries and consumer adoption.
    If all of the above factors deliver the desired results, AMD expects to report non-GAAP operating profits in 2H16. However, analysts believe that returning to profits in such a short span of time is an unrealistic expectation.

    Technology roadmap
    Over the next two years, AMD plans to launch its next-generation GPU architectures Vega and Navi. It also plans to launch Zen architecture for PCs and data centers.

    AMD is also looking to tap the VR (virtual reality) market. It’s working on new technologies such as the Radeon Pro Duo GPU and the AMD LiquidVR software development kit. It’s also collaborating with companies across several sectors, such as gaming, entertainment, education, and media to develop VR technology in those fields.

    The roadmap shows a promising future for AMD, but the desired outcome is subject to the successful implementation of the company’s plans.
    http://finance.yahoo.com/news/amd-posts-strong-2q16-guidance-200658001.html
     
    FastEddy likes this.
  3. Tiptopptrader

    Tiptopptrader Well-Known Member

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  4. Gil Oren

    Gil Oren Brew Master
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    480GB: $137 (around 29 cents per gigabyte)

    not too bad, and pretty colors!
     
  5. Tiptopptrader

    Tiptopptrader Well-Known Member

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  6. Tiptopptrader

    Tiptopptrader Well-Known Member

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    In the past few weeks Motley Fool has been making comparisons to NVDA and AMD but they would always leave out the VR market related to AMD. I commented on that 3 times to 3 different authors that AMD had a 83% market share of VR but it was in vain and they even deleted one of my comments.

    Why would they do this? I am quite certain it was done in their best interest for what ever stock they are promoting that happened to be NVDA. There is nothing wrong with NVDA as they are stiff competition for AMD. Now they are starting to catch on even though they left the market share out.

    Forget Facebook These 2 Virtual Reality Stocks Are Ridiculously Cheap
    AMD and Sony might be better value plays in the growing VR market.


    Many companies consider virtual reality to be the next frontier for hardware and software growth. Tech M&A advisory firm Digi-Capital claims that the fledgling market will grow from practically nothing today to a $30 billion market by 2020, while Goldman Sachs estimates that the market could be worth $80 billion by 2025.

    More
    http://www.fool.com/investing/gener...gn=article&utm_medium=feed&utm_source=yahoo-2
     
    FastEddy likes this.
  7. Tiptopptrader

    Tiptopptrader Well-Known Member

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    Looking at the charts the resistance is at 3.75 as the battle in the trenches continues. Cash flow is no longer a problem with contracts with THATIC and Nantong Fujitsu in place. For the run to break $4, I think some news is needed. This would be an opportunistic time for the CEO to do so as AMD is no longer overbought.
    Current Price: 3.68
     
    FastEddy likes this.
  8. Tiptopptrader

    Tiptopptrader Well-Known Member

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    AMD getting slammed this morning. I can not find any bad news and only good on the tech side. Buying op being created IMO

    upload_2016-5-9_7-9-8.png
     
  9. T0rm3nted

    T0rm3nted Moderator
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    I saw something about their competitor NVDA improving their technology while driving prices down. Just saw the article title though and haven't read it yet.
     
  10. Gil Oren

    Gil Oren Brew Master
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    The new 1080 and 1070 GPUs from Nvidia are amazing!
     
  11. Tiptopptrader

    Tiptopptrader Well-Known Member

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    They continually leap frog each other in speed and efficiency but I am not sure if that is the reason for today's drop. I did notice a little weakness Friday in AMD even though they closed up.

    First Polaris GPUs From AMD May Launch Late This Month
    http://www.overclockersclub.com/news/40156/

    AMD A10 7860K Review – A New Challenge For The Intel Core Processors!
    http://thetechnews.com/2016/05/08/a...-new-challenge-for-the-intel-core-processors/
     
  12. Gil Oren

    Gil Oren Brew Master
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    From what Im hearing, there is no leapfrogging here, but official results will take another 2wks or so.

    AMD continually plays catch up to Nvidia products, but they do come in with cheaper alternatives.
     
  13. Tiptopptrader

    Tiptopptrader Well-Known Member

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  14. Tiptopptrader

    Tiptopptrader Well-Known Member

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    For some reason the shorts are starting to cover now

    upload_2016-5-9_10-41-40.png
     
  15. Tiptopptrader

    Tiptopptrader Well-Known Member

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    Nice recovery for AMD today. I don't think the drop today was anything outstanding from NVDA as it was down today as well. Big support came in at 3.63 near the close today and gained strength as the market got worse.. It is not as much as what NVDA does but what AMD's presence in China and that they maintain their market share (83%) in the VR market. There are other variables but I place those 2 at the top of the list with NVDA and INTC.

    upload_2016-5-9_14-6-26.png
     
  16. Tiptopptrader

    Tiptopptrader Well-Known Member

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  17. Gil Oren

    Gil Oren Brew Master
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    Polaris should be pretty good, it just sucks up more power and puts up more heat, which is good if you live in cold place because it can heat your room! :D
     
  18. Tiptopptrader

    Tiptopptrader Well-Known Member

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    Yeah maybe they could sell them in Home Depot and for dual functionality. ;)
     
  19. Gil Oren

    Gil Oren Brew Master
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    Actually Im lying, the new water cooled cards run pretty cool

    [​IMG]
     
  20. Tiptopptrader

    Tiptopptrader Well-Known Member

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    I wonder where the heat goes...there should be some form of heat exchange No matter who the gamers go with they should be happy campers

    With heat exchange maybe a foot warmer. Some homes use this technology to heat pools in Vegas through the heat the air conditioners give off
     

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