AMD Ready for 2005 Bang

[NyoS22_AC]

IBM AND AMD are holding a joint conference call on Monday, according to Forbes. What will they be talking about?
We know that IBM and AMD have extended their agreement to share technology on 45 nanometre technology, and according to Forbes, there will technical details at a San Francisco conference starting on December 15th.

So we might just have to wait to see what the two schmoozers will be discussing... µ
http://www.theinquirer.net/?article=20176

They have also revealed they have hypertransport 3 and gddr-2,3 in the works. Ibm has even helped them in their .09 proccess and they have .09 out now ready to buy. Things are looking optimistic so why is their stock going down

 

[Schmide]

"Things are looking optimistic so why is their stock going down?"

Both stocks are within 5% of their year high! AMD is at a 3 year high! What are you talking about?

<A HREF="http://www.theinquirer.net/?article=20176" target="_new">http://www.theinquirer.net/?article=20176</A>

Dichromatic for your viewing plesure...

 

[NyoS22_AC]

they were as high as around 24.00 4 days ago

LIVE IN YOUR WORLD PLAY IN NVIDIAS

THE WAY ITS MEAN !TO BE PLAYED SLI STYLE

 

[Flinx]

<A HREF="http://www.theinquirer.net/?article=20176" target="_new">http://www.theinquirer.net/?article=20176</A>


The loving are the daring!

 

[Schmide]

Yeah so AMD was under 4 2 years ago. (a modest 628% gain) Most stocks have at least a 5% volatility. What’s down in one view is up in another. Never play a 5 day moving average, unless you’re an insider and prepared to go to jail.

Dichromatic for your viewing plesure...

 

[russell]

Check this out (chips ten times faster in three years, chips with brains!!!)
<A HREF="http://www.nyse.com/about/newsheadlines/newsheadlinesdetail.html?RequestID=2&pageID=NewsHeadlines&sid=ON 12/07 974&isdowjones=true" target="_new">http://www.nyse.com/about/newsheadlines/newsheadlinesdetail.html?RequestID=2&pageID=NewsHeadlines&sid=ON 12/07 974&isdowjones=true</A>

 

[Cybercraig]

Who's getting banged and how do I get in on it?

Abit IS7 - 3.0C @ 3.6ghz - Mushkin PC4000 (2 X 512) - Sapphire 9800Pro - TT 420 watt Pure Power
Samsung 120gb ATA-100 - Maxtor 40gb ATA - 100
Sony DRU-510A - Yellowtail Merlot

 

[Crashman]

Uh, d00d, investors don't know how to interpret things, it's as simple as that. When things look good for AMD at the expense of Intel, for example, Intel stocks may drop, and people who don't understand why will say "CPU market down!" and sell their AMD stock. It gets more complicated than that, but basically since stock trades are ruled mainly by idiots these days (guys who don't know much about the companies they invest in) that's what we get.

Blame direct trades if you like.

<font color=blue>Only a place as big as the internet could be home to a hero as big as Crashman!</font color=blue>
<font color=red>Only a place as big as the internet could be home to an ego as large as Crashman's!</font color=red>

 

[darko21]

You know what Schmide, I understand how you hate spam I do too. But this guy might be on to something. I have been following this situation for a while and while there is a good chance this joint conference might mean little to nothing there is another side to it.

IBM just very very recently exited the PC making business. So now they no longer make PC's (well still will make servers workstations)

So now IBM basically will make chips like Intel. HP don't see IBM as competitor nor Dell nor Acer nor gateway nor Toshiba. I think you see the point.

So why IBM almost give away the pc making section? OK not a huge money making part but 9 bill in sales a year and they gave it to Lenevo for something like 1 and a half bill.

So now IBM can do anything with out prosecution from Intel. and 3 days later what does IBM do? They announce (note, not a press release) A joint announcement by amd and ibm Monday night. IBM never does a joint announcement (press release sure) with anyone unless something is up.

Good chance this is just away of blowing smoke about a new advance amd and ibm discovered with strained SOI but then again it could be much more.


If I glanced at a spilt box of tooth picks on the floor, could I tell you how many are in the pile. Not a chance, But then again I don't have to buy my underware at Kmart.

 

[Schmide]

I don’t consider any of this spam. I may lack a bit of perspective, but often so do I. I’ve watched stocks since the late 80’s. One of the famous quotes my friend made towards AMD (this was around 94) is they are the best at picking up crumbs. At that point their stock was at about $5 and we were talking about buying leaps on this stock. We didn’t and it went up to $17. It has since gone down, gone up, and split. I often find it weird when the news says the markets were down when they ended up 5 points off their open. Add a couple more zeros on the left of the decimal and were looking at ratios that are nearing the gate length of chip lithography, basically a no move.

<A HREF="http://finance.yahoo.com/q/bc?t=my&s=AMD&l=on&z=m&q=l&c=intc&c=^IXIC" target="_new">Neat chart</A>


Now a bit about the AMD/IBM alliance, I subscribe to the <A HREF="http://www.overclockers.com" target="_new">Ed Stroligo</A> way of thinking. Well I think he has a very good perspective on the industry and how the various players are affected by various movements.

AMD has been refining their Next Gen technology for years. Most naysayers never thought they would get this far. They have always been very dependant on others and only really survived by the alliances they made.

IBM on the other hand is the royalty of the chip/software industry. They own the most patents, are the most diversified, and probably the most valuable item in their corner of the world. In being such a fat cat, they often have to go on a diet just to keep the bloat out. This is very evident in their latest sale of their computer division to China.

Intel on the other hand is on its own as big as IBM, yet not nearly as diversified. They have no reason to rely on anyone and it often seems they can’t build an alliance without a contract signed in blood. (i.e. Dell)

IBM could have never done what they did with AMD with Intel. Neither would give up enough trust to one another to allow their relationship to grow. AMD on the other hand needed an alliance to get where they needed to go. IBM gets a company that will be loyal to them without growing as big as them. They each had a different perspective on the same problem. (SOI) AMD probably got more out of the relationship, but IBM clearly gets a lot with very little risk. In a time when they are redefining their position in the grand scheme of things, an independent company with loyalties could be advantageous to a company solely controlled by them.

In the end, companies spin, stocks fluctuate and alliances are built and destroyed. Sometimes things happen for no apparent reason.

Dichromatic for your viewing plesure...

 

[darko21]

I agree with everything you just said except the chart.

Why did you show that chart anyway?

Yes intel made many billions in the 1990's and went public long after amd distorting your chart even more. But check the 5 year or 2 year or 1 year or 6 months or 3 months. You get the point. showing how great the roman or British empire ONCE was is just silly.

I am not saying mondays nights news will amount to anything at all, but the posibility is there and real. Times are changing that is certain.

Good or bad for dell, intel amd, hp, M$ who knows but changing they are.
IMHO anyway.

If I glanced at a spilt box of tooth picks on the floor, could I tell you how many are in the pile. Not a chance, But then again I don't have to buy my underware at Kmart.

 

[Schmide]

That chart shows that small fluctiations don't mean squat.

Dichromatic for your viewing plesure...