Personal computing discussed
Moderators: askfranklin, renee, emkubed, Captain Ned
Captain Ned wrote:Might I remind all here that advocating trading in specific stocks may well run afoul of both SEC regulations and the securities regulations of whatever your state of residence may be?
Welch wrote:however my feeling is that it is now actually going to steadily grow and stay on-top.
Welch wrote:Really? I thought that was only if you had some sort of invested interested in the company. I guess my measly 70 shares counts for something lol. I wouldn't say that I'm advocating everyone runs out and buy shares, I'm more of less looking for a conversation about the direction of AMD and other tech related stocks and investment opportunities and sharing what I'm doing and thinking of doing.
Captain Ned wrote:Welch wrote:Really? I thought that was only if you had some sort of invested interested in the company. I guess my measly 70 shares counts for something lol. I wouldn't say that I'm advocating everyone runs out and buy shares, I'm more of less looking for a conversation about the direction of AMD and other tech related stocks and investment opportunities and sharing what I'm doing and thinking of doing.
Note I said "may". The real question is if your post influences others to make a similar trade. That's when you may (not will) run afoul of investment advisor regulations, especially in the penny-stock realm (long a wretched hive of scum and villainy).
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The other thing I’ll mention in the semi-custom business which you probably picked up in the announcement that we had in October earnings call is we’ve been having a lot of interest in the semi-custom business, the semi-custom business is very unique, whereby it takes AMD’s core IP, we use it across market segments, across customers, across products, customer interest has been high and we projected earlier this year that we would have at least one to two semi-custom design wins and I’m pleased to report that we have those design wins, the work to design the products that has already started, the contract assigned and those parts get introduced in 2016.
We didn’t say at which space it is in. I’m not going to give too much detail. I’ll say that one is x86 and one is ARM, and atleast one will be on gaming, right. But that’s about as much as you going to get out me today, because the customers from the standpoint to be fair to them. It is their product. They launch it. They announce it and then just like the game console or the parts you find out that its AMD’s APU that’s been used in those products.
Flying Fox wrote:Then there is manufacturing. They had to cut it to survive a few years back, but this just means they are falling further behind compared to Intel. Look at the delays at TSMC and GFlo. I am not optimistic they can produce anything meaningful anytime soon with their so-called new designs.
Speaking of design, what design? They have been laying off engineers. Unless they are still hiding some super genius, are they really going to put out anything revolutionary? We would have heard names by now. Not a blip...
Welch wrote:I could agree with that Fox, and even in the short term I think that strategy can work if penny stocks are your thing. I believe penny stocks are considered now to be anything under $5 according to some sites I was reading, so AMD definitely qualifies in that regard lol.
I thought about the short term trade option and something as cheap as AMD would be an alright route for doing this, however my feeling is that it is now actually going to steadily grow and stay on-top. Not to mention in order to make any amount worth talking about off of short term low priced stocks you have to deal in larger quantities (more money) to make it worth your time. I saw a post by a speculative investor saying he always noticed AMD stock settling into 3 major "points" which was something like $2.40, $2.60 and upwards of $2.90ish, it just seems to bounce between the same price points on close very often.
AMD previously had so much trouble with living in Intel's shadow, I think that is mostly over and Intel's moved on to make profits elsewhere. Here is to hoping for my stock sakes. I've got mixed feelings about it because of course I want AMD to be the CPU powerhouse it should have been in circa 2001.
Captain Ned wrote:Note I said "may". The real question is if your post influences others to make a similar trade. That's when you may (not will) run afoul of investment advisor regulations, especially in the penny-stock realm (long a wretched hive of scum and villainy).
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MadManOriginal wrote:not equating share price with the 'expensiveness' or value of a stock is pretty much investing 101.
Flying Fox wrote:I actually see this new generation of console not doing so well compared to the last one. I see a few factors:
1) Lack of games
2) People seem to be satisfied with ~720p quality. The latest craze in 3D and now 4K are still not getting too many people excited.
3) Related to #2, I would say only now we can call the analog to digital and SD to HD conversion to be "nearly complete". This is a once-in-a-generation change and is huge. I am not sure if the general public wants to change again so far. I see at least another 3-5 years.
The ARM stuff? I just don't see it yet. It is a nice distraction from the "Intel's shadow" talk, but you need to be realistic to the real server market. It is still an x86/x64 world. If history is any guide we know that software always moves slower than hardware, no matter how fast software engineers claim they can move. Financial and other factors always get in the way. It is true that the few big set of data centers (FB, AAPL, MSFT, GOOG, AMZN) will be buying a lot of servers in the next little while, but they are also looking for cheap servers. In terms of dollar value, there is still a lot of money in enterprises and service providers.
Then there is manufacturing. They had to cut it to survive a few years back, but this just means they are falling further behind compared to Intel. Look at the delays at TSMC and GFlo. I am not optimistic they can produce anything meaningful anytime soon with their so-called new designs.
Unless they are still hiding some super genius, are they really going to put out anything revolutionary? We would have heard names by now. Not a blip...
And then there is finance. I haven't checked but they are still in debt, right? This is always going to be a monkey on their backs. They have to make interest payments and will hamper their cash flow. You can't do much if you do not even have cash to continue developing any of your "taking over the world" ideas. It's a vicious cycle.
Meadows wrote:MadManOriginal wrote:not equating share price with the 'expensiveness' or value of a stock is pretty much investing 101.
In proper technical analysis, equating share price with "expensiveness" is actually the best way to make money, as long as you look at past price action events and compare current price to those levels.
ptsant wrote:I think he was referring to the comparison between stocks, not with respect to historical prices. In that sense, a $5 share is not necessarily "cheaper" than a $50 share, obviously.
Meadows wrote:ptsant wrote:I think he was referring to the comparison between stocks, not with respect to historical prices. In that sense, a $5 share is not necessarily "cheaper" than a $50 share, obviously.
I see. Naturally, comparing different stocks is always a matter of apples to oranges. An instrument can be "cheap" or "expensive" but only compared to itself.
Captain Ned wrote:Might I remind all here that advocating trading in specific stocks may well run afoul of both SEC regulations and the securities regulations of whatever your state of residence may be?
Welch wrote:it just seems to bounce between the same price points on close very often.
DrCR wrote:My advice: If you get a small gain, take that gain and run. Or be willing to risk it all, but if you wanted to do that, I would advise you read up on options and go that route.
just brew it! wrote:DrCR wrote:My advice: If you get a small gain, take that gain and run. Or be willing to risk it all, but if you wanted to do that, I would advise you read up on options and go that route.
To leverage! The cause of... and solution to... all of life's problems.
(With apologies to Homer Simpson...)
DrCR wrote:Welch, Please realize what you are doing it speculating, not investing.
DrCR wrote:P.s. Also, if you are not investing in the context of a Roth IRA, you may wish to consider going that route.
Buzzard44 wrote:just brew it! wrote:To leverage! The cause of... and solution to... all of life's problems.
(With apologies to Homer Simpson...)
Well you can also hedge with options
Fair enough
@Fox - Yeah "feelings" are supposed to be left out of it lol. Perhaps feeling was the wrong word... according to the information I've been reading, seeing, ect... It is my opinion that AMD will steadily grow to profit and stay profitable, no more yo-yo effect.
As far as their debt, yes they are in debt. But according to a post off Trefis.com they increased revenue by 15% and lowered their net losses down to $39 million in 2014 (makes it sound so rosy lol) compared to $172 million for the first 3 quarters of 2013. This was after a lot of restructure obviously and your right in saying they have reduced a lot of their staff/engineers so that is a point I'll be interested to see in the long term. I recall they appointed someone new who they are all gaga over and when the name or article comes to me again I'll post it up.
Welch wrote:Options seemed like an interesting but complicated affair at first look. TradeKing actually advises against applying for the right to Options on your account unless your well versed in it, and being a first time trader its something I'm not attempting to tackle yet.
just brew it! wrote:Welch wrote:Options seemed like an interesting but complicated affair at first look. TradeKing actually advises against applying for the right to Options on your account unless your well versed in it, and being a first time trader its something I'm not attempting to tackle yet.
Yeah, definitely not for the inexperienced, or for the timid; you can easily lose the entire initial investment. (For certain types of speculative trades -- e.g. selling naked call options -- you are even on the hook for potentially unlimited losses.)