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Technology Stocks : AMD, ARMH, INTC, NVDA -- Ignore unavailable to you. Want to Upgrade?


To: Kelvin C.P. Wang who wrote (42323)8/2/2021 3:09:20 PM
From: Joe NYCRespond to of 45162
 
Vattila showed specific levels of predictions with Pie-in-the-Sky scenario as the highest at well over $300/share, taking over majority of x86 market share. I made up the numbers per my recollection. He had several emails on the predictions.
In theory, AMD could have sold 8 client chips for single server chip (substrate permitting). And client has grown way above anyone's expectations.

AMD found a sound strategy, in light of component shortages and capacity constraints. That client PC growth potential was less lucrative than the server potential.

I think that AMD client products are competitive and deserve greater market share, when the shortages ease.

Both on CPU and GPU sides.



To: Kelvin C.P. Wang who wrote (42323)8/2/2021 3:57:03 PM
From: neolibRead Replies (2) | Respond to of 45162
 
Yeah, I've seen them (and appreciate his efforts), just saying that AMD is now already valued as a premier semi company, with a price that matches. NVDA is still is the stratosphere however.

Here are the top USA Semi Cos:

INTC: 218B/18.7B

MU: 87B/6.6B

QCOM: 167B/6.3B
AVGO: 199B/5.5B
NVDA: 492B/5.4B
TXN: 176B/4.6B
AMD/XLNX: 165B/5.4B

We have arrived, that should be clear. AMD is already a premier "trusted supplier" or whatever terms he was using in those tables, and its valued that way. NVDA is only the real standout for being over valued in the list above, and you could say INTC is the standout for being undervalued. AMD fits nicely with the rest of the back. Going forward, the upside for AMD is if they can continue to grab marketshare from INTC and NVDA at a fast pace. I could like a 500B marketcap for AMD!