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   Technology StocksAdvanced Micro Devices - Moderated (AMD)


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To: fastpathguru who wrote (275826)7/26/2017 11:43:39 AM
From: Pravin Kamdar
of 275855
 
Doubling down at $9.90 was a bold move.

I just bought back my 10% at $15.23. They will probably push it lower, but want to be all-in for Ryzen 3, Threadripper, and Vega over the next few days.

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From: JakeStraw7/26/2017 12:11:54 PM
of 275855
 
Advanced Micro Devices, Inc. is now covered by analysts at Robert W. Baird. They set an "outperform" rating and a $20.00 price target on the stock.

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From: zax11/8/2017 12:42:22 PM
of 275855
 
Something is in the air at AMD... Let the speculation begin.

Raja Koduri, AMD’s Radeon Tech Group Leader, Resigns
November 7, 2017 6:00 PM EST

anandtech.com

On the day following what’s perhaps one of the greatest (and oddest) product design wins for AMD’s Radeon Technologies Group, a second bit of surprising news is coming out of AMD. Raja Koduri, the Senior VP and Chief Architect of the group, who has been its leader since the RTG was formed two years ago, has announced that he is resigning from the company, effective tomorrow.

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To: zax who wrote (275829)11/8/2017 7:24:26 PM
From: zax
of 275855
 
Ah, yes. "Personal reasons" ROFLMAO.

Intel poaches AMD's graphics chip leader

bizjournals.com

The former leader of Advanced Micro Devices' graphics chips unit is jumping to rival chipmaker Intel Corp. Raja Koduri announced his resignation from AMD on Tuesday after serving as senior vice president and chief of architecture for the Sunnyvale-based company's two-year-old Radeon Technology Group. By Wednesday morning, reports began floating that he might join Santa Clara-based Intel but the company didn't make an official announcement until Wednesday afternoon.

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To: zax who wrote (275830)11/13/2017 11:59:30 AM
From: Elmer Phud
of 275855
 
The whole thing makes no sense to me on both accounts. Why is Intel using an AMD graphics chip in a MCM when they could have used NVidia and is Intel planning on developing a competitive graphics device of their own?

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To: Elmer Phud who wrote (275831)7/28/2018 6:10:58 PM
From: combjelly
of 275855
 
Because nVidia and Intel aren't on speaking terms. Haven't been for years. Not to mention, nVidia is not that interested in customizing their products for customers. Which is why AMD has owned the console market for the past few years.

Intel wanted the product now, or back then and not some time in the 2020s. So AMD was more or less their only choice.

I am impressed with what you did with this group. More vibrant and alive than it ever has been.

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To: combjelly who wrote (275832)8/17/2018 7:31:07 PM
From: rzborusa
of 275855
 
>am impressed with what you did with this group. More vibrant and alive than it ever has been.

He he heh. El probably owns shares by now. But can't bring up the words. They just stick in his throat.

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From: JakeStraw9/11/2018 12:45:48 PM
of 275855
 
Buy AMD shares, because the chipmaker can compete against Nvidia in A.I., analyst says
Rosenblatt Securities raises its price target to $40 from $30 for AMD shares, citing the chipmaker's process manufacturing lead versus Nvidia.
The new forecast represents 34 percent upside to Monday’s closing price and is the highest target of the 24 analysts who cover AMD on Wall Street, according to FactSet.
cnbc.com

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From: JakeStraw9/21/2018 11:41:23 AM
of 275855
 
Jefferies says AMD could triple its market share due to Intel's supply problem
cnbc.com
As a result, the analyst predicts AMD may be able to triple its market share to 30 percent of the processor market from 10 percent today.

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From: JakeStraw9/27/2018 9:17:28 AM
of 275855
 
Analyst downgrades AMD shares, saying its soaring stock now 'reflects irrational expectations'
Northland Capital Markets lowers its rating to market perform from outperform for AMD shares, predicting Intel will eventually improve its chip offering.
“We think the [AMD] shares price reflects irrational expectations," the firm's analyst Gus Richard says.
cnbc.com

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