AMD share price continues to fall.

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Discussion Overview

The discussion revolves around the declining share price of AMD and the implications for its future in comparison to competitors like Intel and NVIDIA. Participants explore various factors affecting AMD's market position, including technical performance, historical trends, and potential strategic moves within the industry.

Discussion Character

  • Debate/contested
  • Exploratory
  • Technical explanation

Main Points Raised

  • Some participants express concern about AMD's ability to compete with Intel, especially following the release of Intel's new Centrino 2 chips.
  • There are observations about AMD's historical performance, with one participant noting a significant decline in business and technical aspects since their peak from 2003-2006.
  • One participant suggests that NVIDIA might be a better investment option, highlighting its recent struggles in the market.
  • Another participant references an article claiming AMD could be a good buy due to its low share price and potential for recovery, while contrasting it with another article predicting AMD's demise.
  • Concerns are raised about NVIDIA's recent performance in the motherboard chip and video card markets, with comparisons made to ATI's performance under AMD.
  • Questions are posed about the potential for a hostile takeover of AMD, with discussions about the conditions that would facilitate such an event and the implications of a possible demerger of ATI from AMD.
  • Some participants speculate that a successful product launch by AMD could change its fortunes in the market.

Areas of Agreement / Disagreement

Participants express a range of opinions on AMD's future, with no consensus on whether it will recover or continue to decline. Some view AMD as a potential buy, while others predict its failure. The discussion reflects competing views on the viability of AMD compared to its competitors.

Contextual Notes

Participants reference various articles and market conditions, but there are no clear resolutions to the uncertainties surrounding AMD's future performance and market strategies. The discussion highlights the dynamic nature of the semiconductor industry and the factors influencing company valuations.

Who May Find This Useful

Investors interested in semiconductor stocks, technology enthusiasts following AMD and its competitors, and individuals analyzing market trends in the tech industry may find this discussion relevant.

blimkie.k
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I'm curious to peoples opinions of AMD, I have been using AMD over Intel for a few years however Intel just released the new centrino 2's and AMD share price is still falling. Will AMD be able to keep up? I originally thought it could soon be a good time to buy AMD shares as they have a history of rising and falling like this, but i am worried this time they will not bounce back so swiftly.
 
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AMD had a great run from 2003-2006, but they now starting to slip not only on the business/production/logistics end but now the technical end. It doesn't look good and now I am looking at Intel more for chips. On the same token, I am really surprised to see NVIDIA get smacked around lately.
 
Maybe NVDIA looks like it could be a good buy. I was thinking about switching back to an INTEL based system. I might wait till I can afford a new laptop with centrino 2 and a blu ray player. The newchips are supposed to be able to supply enoguh power to watch a blu ray on one batter. I can't even watch a dvd rip on one batter.

Back to AMD this article says its a good buy.
http://www.fool.com/investing/small-cap/2008/07/20/todays-strong-buys.aspx
74% return over 3 years, with such a low share price right now you don't even have to invest that much, low risk.
 
NVIDIA has had a bad run of motherboard's chips of late
and is getting beat in video cards too both in price and spec's
by ATI which is owned by AMD but does not help their stock price
as the core-2 duo is so much better then the AMD chips
thats where the real money is made
 
Is this the kind of situation that promotes a hostile takeover ?
 
RonL said:
Is this the kind of situation that promotes a hostile takeover ?
Usually that requires that company has more value than it's stock price (cash in the bank/pension fund/ real estate). Intel are unlikeyl to want to buy them since it would raise monopoly concerns. The smaller chip companies would be quite happy to just snap up some of AMDs staff without buying the company, their research/fab plant in Dresden is pretty highly regarded.
What is probably more likely is a ATI-AMD demerger/rename so that ATI doesn't sink with AMD.

But this industry changes quickly, it would onyl take AMD to launch a low power Atom competitor for the new UMPC market to turn it around.
 

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