I haven't set a new price target yet but a break above $11 is most probable after some strong profit taking. Cramer is still carrying the banner of a buyout from MU. I can't see that happening until ZEN is up and running to maximize value of such a deal should it ever happen. With all the big contracts of late I expect some other big companies will follow suit. Now on the dip
AMD ReLive vs. NVIDIA ShadowPlay Comparison: This benchmark and UI walkthrough of AMD's new ReLive gameplay capture software compares the tool versus nVidia's incumbent ShadowPlay.
Secret AMD Vega tech day is happening right now http://videocardz.com/64637/secret-amd-vega-tech-day-is-happening-right-now
Summary - Barclays conference with CFO AMD Devinder Kumar IP On track to get half of 293M with Chinese IP deal in first two years of deal 16/17 Targeting server market in china They will also get revenue stream based on sales 18/19 time frame is when the SOC will come out AMD have 10k plus patents, half are US-based Allows them to partner with companies where AMD don’t want to enter market AMD will be smart with who they choose to licence to so these companies don’t end up competing with them Joint ventures allow AMD to reap the benefits without having to directly invest in particular segments Inventory PC market is really important 270+ M units per year About 30B market Despite being challenging, inventory levels are pretty healthy AMD are aiming for a 50/50 revenue stream between PC market and other businesses In 2015 there was too much inventory overall, today AMD are a lot more careful to prevent over inventory due to unpredictability which negatively affects them Q1 Summit ridge launch will allow AMD to compete in a 4B market which they aren’t really in today Q1 17 will ship targeting high end desktops initially Q2 17 will target servers Samples have been provided to clients on a multiple month basis Customers have had them since the middle of 2016 ZEN will be one of the prime products driving gross margin Market share AMD are sub 10% in the x86 space (excluding consoles) While it is important, revenue share is just as important and the margins derived from that Safe to say with the competitive products AMD are launching, they can improve revenue share over the coming years Considering AMD do not currently offer products in the high end desktop range 4B+ market, it’s quite lucrative Regarding server market share, AMD are almost at 0%. The potential market gain here is high, first target point is double digits AMD and the future Clients are validating Naples and AMD have design wins Clients are interested whether AMD can continue delivering products, AMD can meet that with a multi-year roadmap When talking about multi-year plans, it is always important to consider whether the process technology is there. The WSA amendment allows AMD to not have to worry about this factor, as they have wider foundry access. ARM ARM is one of the areas where AMD have chosen to neglect Third custom design win is ARM based product in the embedded space GPU Deals with Google and Alibaba to use AMD Gpus in the datacentre space Will allow AMD to be more competitive in the datacentre space and GPU acceleration AMD is the only company that can offer CPU/GPU heterogeneous competing Companies aren’t engaging AMD for what they have today GPUs are going to be more than just GPUs in the future due to their capabilities This is where the future potential is for AMD particularly in the server space for growth Equity offering The transaction in September was to help settle the debt Today their debt has been decreased significantly The actions they took was to help re-profile the debt Helped AMD invest in areas which are necessary Source: https://www.reddit.com/r/Amd/commen...ith_cfo_amd_devinder/?st=IWGWMKQF&sh=f8f972d1
AMD Stock Gains ~50% In A Month, Enters Overbought Territory. Time To Book Profits? http://bit.ly/2h4pmgx
$AMD If anyone was wondering where semis (i.e. AMD) are in the overall market, here is the chart for you
Not seeing any news for the big drop, so it's probably primarily profit taking and short interest. Expecting the profit takers and short sellers to get out of the way for the next run up.
Might not be a bad gamble considering there should be some announcements next week in regards to GPU's and Zen.
What looked like it was going to be a big down day recovered and ended the day even. I'm expecting a good week next week with the expected announcements of the Zen and GPU's
AMD Zen 16 Core CPU Pictured, Ready For Prime Time We’re only three days away from AMD’s big "New Horizon" preview event for Zen in Austin Texas and we’re already getting a taste of one of AMD’s high-end Zen chips. The CPU in question is a sixteen core, 32 thread “Naples” part. Which has been pictured in its natural habitat, a server enclosure. Read more: http://wccftech.com/amd-zen-16-core-cpu-pictured/
With the exception of AVGO the Semi's were from flat to down with even NVDA losing 1.78%. Considering the monster run AMD made last week, I am amazed it closed at no change. It is almost like it went into consolidation on Friday. It has already broke out of a quad top set from 2010 to 2012. One of the analyst's give it a $15 price target and I see where he is coming from. On a 10 year chart that would be the resistance going back to late 2007 with a double top at $16. With that I am giving it a $12 price target in the mid-term.
Saw this is shared by a StockTwits user. More upgrades are coming, BMO Capital has raised AMD's target price to $15 from $6.
AMD announces first VEGA accelerator: RADEON INSTINCT MI25 for deep-learning http://videocardz.com/64677/amd-ann...erator-radeon-instinct-mi25-for-deep-learning http://radeon.com/en-us/instinct/
