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   Technology StocksAdvanced Micro Devices - Moderated (AMD)


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To: greg s who wrote (275859)1/26/2022 7:02:20 PM
From: Elmer Phud
of 275864
 
Thank you. I am doing well on the ranch here in SE Arizona.

Nice to see justice finally server after the extortion by Nellie the terrible...

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To: Elmer Phud who wrote (275860)12/21/2022 6:57:07 PM
From: Tenchusatsu
of 275864
 
Long time no see, Elmer. Kind of funny how dead this thread is these days.

AMD releases EPYC 4, which is perhaps the strongest data-center CPU I have ever seen from them. Even better than the days of Opteron. There's a good chance that the majority of new servers sold next year are AMD-based.

Gone are the days when AMD needs Neelie the Terrible to "compete." In fact, these days it's Intel that is getting assistance from the government (though that assistance is earmarked toward manufacturing, rather than chip design).

Tenchusatsu

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To: Tenchusatsu who wrote (275861)2/4/2023 11:55:37 PM
From: Petz
of 275864
 
Hey guys, it's Petz here. I can't believe what's happened in the AMD Intel war. Who woulda thunk it. In the last couple years I've made some money on AMD but lost it on Intel. If tech stocks crash again, I'd probably get back into AMD.

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To: Petz who wrote (275862)2/5/2023 2:13:04 AM
From: combjelly
of 275864
 
Probably wise. Intel is in a bit of disarray right now and looks like they have swapped places with the AMD of old where they compete on price.

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To: Petz who wrote (275862)2/6/2023 12:54:48 PM
From: Tenchusatsu
of 275864
 
Petz, AMD is well-positioned to take even more market share from Intel, particularly in the data center.

Right now, AMD's P/E ratio is in the triple digits, but then again, at least they have earnings unlike Intel who is in the negative right now and have to do layoffs and pay cuts.

Stocks are forward-looking, so it's hard to see another tech crash this year. The mass tech layoffs were atypical of the American economy, which overall added tons of jobs. That means the tech layoffs were sector-specific. I think it's a correction after a few years of overhiring.

If there is to be a recession this year, it will likely be mild but a bit dragged out as inflation worries continue and the Fed keeps raising interest rates.

Tenchusatsu

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