AMD share price in total meltdown

http://finance.yahoo.com/q/bc?t=1y [...] q=l&c=intc

8O

then again intel's stock has gone from $22 a year ago down to $16-$17 now back up to $21 - no one's really makin any money there...


but ya a drop from $40 to $15 (1 yr) is like a free fall off a cliff - glad i wasn't holding that dud.


but hey - can we say undervalued? I think if you pick up that stock a couple weeks before the next "big" processor drops - you'll make a quick buck. I bet you can even do some research and cross reference when AMD ships a good chip how long it takes for their stock to spike (my guess is 4 - 6 weeks)

This isn't anything yet wait until the Q2 price cuts for Intel kick in you won't hardly be able to peddle an AMD chip for over $100. They need to get the R600 out now Q1 and Barcelona before Penryn or they fall behind a CPU generation. If they fail to achieve both of those we will see single digit dollars again so hang on the coaster ride isn't over.

You are still thinking they have done wrong in the past 3 years.

I tell you what, there is absolutely no way I am going anywhere near AMD stocks at the moment, unless they start hitting the $5 mark, but at the moment, and knowing what I know about their roadmap it looks like seriously dark times. And what the HELL do they think they are doing with the R600? I have to admit to being a bit of a fanboy (but I don't talk the talk), but at the moment it seems that Nvidia have got the DX10 market well and truly cornered! Good for them!

The situation now is similar with that of 2003 - where AMD is going to release a brand new product. The advancement of current CPU generation will be much slower as it does not have extra resources for perfecting two CPU generations.

Now the guys in Intel knows the guys in AMD are conservative. So the Intel guys will be more aggressive and push multi-core computing.

If you ask me I'm fairly sure that Barcelona will live up to expectations. When Intel released Core 2 last year they also stated that it would beat K8 by ~40%. While the numbers weren't quite that high they were impressive nonetheless. AMD must have had this in mind when they made their claims regarding K8L's performance. With the beating they are taking right now, being caught BSing would really add salt onto the wound.

They (AMD) just need to fight their way through 2007, weather the storm and get Barcelona ramped.... they will be fine after that.
Yup,this will be one of the few great buy in times.

I am going to go out on a limb and say Q4 will put AMD back at 18+/- maybe higher.stock prices wil double from the pr0jected low of 8.Or 9 as i prefer to call it.

Confidence is at an all time low for the products and everything is a late answer.Its ripe for a devaluation that will pay big in short order.

meanwhile Oem shares increase;were looking at serious gain potential.

Especially after AMD has got penetration into OEM market with a market share increase despite an inferior design.

well volume is just another indicator and there is no perfect indicator. We also must realize that the market cap of Intel is much larger than Amd.

So volume is completely an argumentative subject. A company with a larger market cap should have more volume, because usually they will have more shares outstanding.

But I digress, stocks are much more complicated than anything that has been covered in this thread.

Wow wombat..you are such a wall street tycoon..

http://www.tgdaily.com/2007/01/31/amd_q4_2006_share/

Posted hours after you made this thread....lol.

Seeking alpha is a financial blog, but he is quoting respetive analyst that have commented in various financial forms. They range from 8 to 15 bucks.

Yep if I would ever start to speculate on the market I'd do it now by shorting some AMD stock I suspect even at 15/share AMD is really overvalued at this moment.

It is hard to tell --- certainly short term AMD will likely not look good to investors because they don't care about 'new products' only the bottom line and for a while longer AMD's bottom line will not look very good.

AMD will need to figure out how to string them along until the rain clouds clear and they see brighter days... until then, it will be a hard sell. They did the presentation of the ATI acquisition modeling 50%+ GPM and the analysts were none to impress when GPMs hit 40% or lower this last quarter.

It will improve though, but not until Barcelona, in my opinion.

I sold all my positions in AMD at ~ 35/share shortly after news of Conroe broke as I saw where this was headed.

Jack is right on the short term is bad they are behind on both the GPU and CPU front for performance. INTEL and NVIDIA both have the drop on them now they have to catch up in 2007 or thay will be in extreme trouble.

Where is AMDMeltdown, when we need him?

True story: Guy I knew listened to his stockbroker who told him that then was the time to buy-in bigtime. He did. He mortgaged his house, sold everything he had and put it all into Nortel. It was March 2000. He ended up selling in August 2002. Last I heard, he was seen lined up outside a Vancouver homeless shelter.

Nope, he just bought the stock outright. Just short of half a million bucks as I recall. He was borrowing a tenner from me to buy lunch, but he kept telling me that he would pay me back by letting me crash at the villa on the private island in Polynesia he was gonna buy. Then it turns out that he's the one that crashed. And burned.

I used to be a Craps Semi-Pro. There were days that I'd spend 12 hours at the tables. The best piece of advice I ever got was from a salty old pro. "Don't ever bet your rent money." Wise words.

wonder where ATi's new card comes into play with all this and ATi as a company, its with AMD now so.

One thing that many people seem to be forgetting is that Intel has a tendency to shoot themselves in the foot. They are doing much better than they have in the past, but they do like to take a risc (Bad pun). AMD's position may be dictated by the mistakes of the competition more than there own successes.

LOL that is a good one