Buy AMD sell Intel

Discussion in 'AMD Processors' started by fightingfi, Aug 10, 2018.

  1. fightingfi

    fightingfi Look at Me! I need the attention.

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  2. MacLeod

    MacLeod [H]ardness Supreme

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    I'm sticking with them. I bought all mine when it was around $20 so I'm still sitting pretty on it. It's a decent dividend stock too but not great at $1.20/share annually. Intel is still considered a good buy from other ratings tho so I'm gonna hang on a little while longer. I can't see a company as big as Intel losing too much more.... Although GE is a dumpster fire....

    One thing that does bother me tho is that while Intel has been #1 for a long time, it's not so much because they were really innovative or putting out "must have" products.... It was because AMD shit the bed in 2011 (or arguably even 2008 with Phenom 1) and offered virtually no competition or even a decent alternative to Intel so they were basically the only game in town for the last decade. Hard not to be #1 when there isn't a #2 to compete with.
     
    Last edited: Aug 10, 2018
  3. Mega6

    Mega6 Gawd

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    Never had Intel, went in deep with AMD two years ago because I saw this coming. Actually AMD is doing a better on the cpu front than I expected. Intel mistake after mistake certainly helps too.
     
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  4. drescherjm

    drescherjm [H]ardForum Junkie

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    I can kick myself that I did not purchase 5000 shares of AMD when it was under $2.
     
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  5. Mega6

    Mega6 Gawd

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    I received a alert email i set up for amd at about a buck and a half. No one but crazy bought amd down there. Amd was on the verge of disappearing all together. With Ryzen and ten bucks, it was a no brainer if u did your research. All i had to to was hop on [H] to see how well recieved it was and just continued to buy.
     
  6. Nobu

    Nobu 2[H]4U

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    I got some at $2, but I should have got more. Went in deeper at $6 when I saw where they were going (although they didn't get there as fast as I hoped). If I had known how much it would go up, I'd have gotten a loan. lol
     
  7. gigaxtreme1

    gigaxtreme1 2[H]4U

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    It's a monster. Mad props to Feng Su. Ran into some folks from Nanjing and they were well aware of HIGON and Feng Su. This is empire building. Wow.
    Edit- and NVDA is no slouch this week. $275 this week ahead of earnings.
     
    Last edited: Aug 13, 2018
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  8. Iratus

    Iratus [H]ard|Gawd

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    I sold down Nvidia last april as I was overweight and bought a couple of thousand amd. Almost bailed as I took a big hit with Ryzen being a squib at first but it's finally coming good (bad Iratus crystallised some losses shamefully) and I'm enjoying it as I want them to succeed.

    Course not as good returns as if I'd just kept all my Nvidia but hey ho, that's irrational pricing. I beat the 8% I get off etf's for my retirement money so all good. It's funny as shares started as fun and now it's getting a bit stupid and my basic strategy has been the incredibly complex "that's good / cool". Ultimate sentiment investment and just putting 10% of my salary aside since I started work.

    Google (2005) Amazon (2002), ARM, Nvidia, Facebook (thankyou fucking God on that one, $23 and deeeeeeep), Salesforce. Burberry (in 2003), Nvidia(2011), Even Pure Storage has come round for me.

    Just a shame I didn't earn much, or use leverage.

    Also, fucking CGT.
     
  9. MacLeod

    MacLeod [H]ardness Supreme

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    I may have to go back on my word, Intel has been steadily dropping for days now. Hit $46 today! If it gets below $45 I may wind up selling. At only $1.20/share dividends, I'd rather sell it all and buy more Verizon or Merck which cost roughly the same but pay $2/share and are going nowhere but up.
     
  10. drescherjm

    drescherjm [H]ardForum Junkie

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    I have both of those but no Intel unless you count indirectly owning in a fund.
     
  11. SnowBeast

    SnowBeast [H]ard|Gawd

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    Hold. When the next chips arrive in October they will climb. This is one of the few cpu cycles you don't have to upgrade your motherboard, just bios flash. Got a feeling Intel is going to hit back hard on Ryzen with the 9900k. 9700k won't stay on shelves either with only needing the chip and not the whole package.(motherboard)
     
  12. SnowBeast

    SnowBeast [H]ard|Gawd

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    Also, you have to look at AMD as a whole. This is short term. They still do not have a competing GPU period. No matter what you say. How is AMD's memory business? Intel has that. They are more diversified than AMD by a long shot. Nvidia launching next week will knock AMD down, probably hard. With Intel also entering the gpu market in 2020, AMD better get a big cash infusion for R&D from outside. Yes great buy at $2-5. Now, not so much. They are not the next Amazon, Google, or like Nvidia did in the last 2 years.
     
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  13. MacLeod

    MacLeod [H]ardness Supreme

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    Yeah that's true. I don't think Intel is crashing or anything by any means. I have little doubt they'll bounce back but I'm primarily interested in dividend stocks. There are lots of other stocks that cost around $50/share but pay out a lot more, even double.

    Intel has only been over $40 a share the last year, before that it stayed in the upper 20's to mid 30's for 5+ years. I've got a ton of Intel stock and if it's going to drop down to the mid $30's and stay for another 5 years and only pay out a paltry $1.20 in dividends, I'd rather sell it off while it's still in the mid $40's and buy a lot of other stock that costs about the same per share but is growing and pays twice in dividends.

    Like I said in my other post, the only real reason Intel has been so dominate the last 5+ years is that they've been operating without any competition. They're products haven't been great since the Core 2 lineup, well Sandy Bridge was pretty good. I know Intel will always be solid for years to come but I don't know anymore if there aren't some better options out there.
     
    Last edited: Aug 15, 2018
  14. Gideon

    Gideon [H]ard|Gawd

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    Consumer sales dont mean shit to shareholders, their large profits come off the Server side of the business and if they drop market share there the stock will take a beating no matter how well those 8 core chips sell. Part of the reason for the downgrades right now, they expect Intel to bleed market share now.
     
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  15. TangledThornz

    TangledThornz Limp Gawd

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    Last edited: Aug 24, 2018
  16. Mega6

    Mega6 Gawd

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    Amazing performance. This is the way to make money.
     
  17. Nobu

    Nobu 2[H]4U

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    Really if you aren't in yet you need to be ready to go big or go home. This is the point where AMD could go either way in a hurry, depending on a number of things. Of course their position in servers and datacenters looks great right now, so something would have to come from a competitor right now to change their momentum (imo amd can't fck themselves if they try...right now). Now, it could go south quick if their next release doesn't deliver.
     
  18. Mega6

    Mega6 Gawd

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    South if AMD's Next release doesn't deliver what? Solid and secure cpu designs? We just need more of the same. AMD is fine, it's Intel that has to deliver now. And it's years away, by examining their own roadmap. AMD is here with the right products, right now to fill the huge gap left by Intel. Intel's pain is AMD's gain and the market is starting to realize that.
     
  19. Nobu

    Nobu 2[H]4U

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    A good product, on time. ;)
     
  20. AMD_Gamer

    AMD_Gamer Stay [H]ard

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    I am up like 600% since 2010. To the moon!
     
  21. cyberguyz

    cyberguyz Gawd

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    Dammit! I knew I should have dropped a grand on it when it was dirt cheap... :(
     
  22. TangledThornz

    TangledThornz Limp Gawd

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    Damn, wish I bought moar!! There is articles AMD could be the next nVidia in stock value.
     
  23. OFaceSIG

    OFaceSIG [H]ard|Gawd

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    AMD will never be Intel or Nvidia but I'm really hoping that they gain a lot of market share. I really dislike Nvidia's business practices. I don't dislike Intel per se but they need a kick in the pants.
     
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  24. 0100

    0100 Limp Gawd

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    I bought 400 shares at $15 last year.


    INTC is in trouble, AMD will be grabbing a lot of the data server market.
     
    Last edited: Aug 28, 2018
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  25. cjcox

    cjcox Gawd

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    A bit offtopic, but related to the idea of "buying AMD and selling Intel".... you see there's a ton of Intel for sale or being sold. So, if I want a CPU, I can buy a very powerful Intel CPU for next to nothing. However, the same cannot be said about AMD. Just a (non stock) general observation.
     
  26. MMitch

    MMitch Limp Gawd

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    Wait what ? You can buy Intel CPU cheaper than AMD ? link please... ... (used market means nothing for shares)
     
  27. cjcox

    cjcox Gawd

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    Used market means EVERYTHING for cheap CPUs.
     
  28. Nobu

    Nobu 2[H]4U

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    Yeah, but for future sales (both amd and intel) it doesn't mean much. A used sale is a lost sale for both amd and Intel. The only way it helps intel is if they end up staying with intel for their next new cpu (which may require a platform upgrade), and who knows what they'll have by that time.
     
  29. cjcox

    cjcox Gawd

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    Yes... sort of sorry I started this off topic thing. I'm thinking purely consumer, which does actually translate quite well to future sales btw (the ones that matter).
     
  30. ssnyder28

    ssnyder28 2[H]4U

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    If I was investing for the long term I'd go Nvidia. Their raytracing and AI gpus make them look like a far better bet for growth.
     
  31. 0100

    0100 Limp Gawd

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    The growth for AMD is going to come from the server market.
     
  32. mnewxcv

    mnewxcv [H]ardness Supreme

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  33. MMitch

    MMitch Limp Gawd

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    Sorry to ask but where did that used market reference came from ? I just re-read your post and didn't see this... Also I'm pretty sure they meant Buy AMD stock, sell Intel Stock. (No need to CAPS "EVERYTHING", take your chill pill).
    Anyway, I'm sure you also know that buying used market inversely affect the OEM... by that, I mean Intel gets 0$ from the used market, not sure what good it does them ? Also, used market is maybe flooded because people upgraded... and some to AMD ?
     
  34. cjcox

    cjcox Gawd

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    Sorry about the all caps, I realize that it's death to yell (when did this become a thing?). Ooops, I asked a question... that's probably mega death. Rats... that's probably mega ultra death... shoot...

    And sorry, you did NOT (had to do it, because I just want to see you totally freak out) read my posts.
     
  35. MMitch

    MMitch Limp Gawd

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    OMG someone save me ;)
     
  36. Ej24

    Ej24 Gawd

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    On the verge of disappearing? Sure the name on the building would change, but that patent and IP portfolio is worth billions. Even if they decided to sell out at $1.30/share, there would have been a bidding war between, Apple, Samsung and probably a few others. It probably would have gone for $5/share, or even $3, so you'd still have made money. There was no losing with AMD.... that said I didn't come to this realization until about $6/share haha. Nonetheless, still pleased with my investment, now at $25/share. Now I just wish I was ballsier and put down a crap ton of money on AMD back then. Intels recent statement that their goal is not to let AMD capture more than 25% of the enterprise market, where Intel previously held 99.5% market share, is a huuuuuge admission of defeat. I'm really interested to see what Zen 2 in EPYC brings to the market in early 2019.

    I have a feeling theres a reason AMD spun off graphics into RTG. Sort of like how Dodge spun off Ram trucks into it's own independent brand. The only part of Dodge selling well was the trucks, so now Chrysler/Fiat can let Dodge wither and die, while still retaining the valuable Ram brand and sales. I imagine AMD is positioning graphics similarly. They're making an effort with RTG, but if shit hits the fan they can cut it loose and not sink the whole ship. After all, they created RTG before Ryzen/Epyc was a hit, so they probably didn't want to take any chances, they had very little room for error at the time.
     
    Last edited: Aug 29, 2018
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  37. dragonstongue

    dragonstongue 2[H]4U

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    I really really wish I was in a position to hold on to the 234 shares I bought when they were $1.27 ($2.89 CAD 175 shares remaining I bought in at I think it was $9 per CAD) in 2015/2016 just before Ryzen launch, but I had to sell the lion's share of my holdings (not great financial situation and spot in life)

    either way I made 223% GAIN which is great (I got to keep every single penny because of horrible annual income, I do not know if this is a good thing or bad) I bought some the other day, back up to 223 shares, if/when it hits $38 or as close as possible going to sell the 25 make an easy triple profit (already made my money back +223% and if sell at 38 per sharex25 I will have tripled on the 25)

    198 shares, need it to breach $50.5 per (cross my fingers) which effectively "doubles" my investment

    not big money no, but made a nice chunk, right around 2800 so far (not counting quarterly holding fee) bank person told me "unless you have $15k its NOT worth it, in theory, correct, in practise, if you double your money, it was worth it O.O

    ------------------------------------------
    --------------

    would have been great to have a bag of big money drop on my head, I would have invested tens to hundreds of thousands in AMD and use this as a retirement fund ^.^

    IF AMD does with GPU what they did with CPU (Ryzen, Ryzen+) they will be in very good shape, Ryzen 2 likely will be very good overall, as for Intel and their GPU, well, that one is a very tough thing to call, they can release something that is identical to Nvidia or AMD GPU, face lawsuit in North America and EU, but, there still will be countries they can sell it in and make big bucks (though I doubt they would do that)

    They need to be very careful however because Nv and AMD hold pretty much all patents when it comes to GPU at this stage in the game, if it were "easy" we would not only have 2 major GPU vendor...

    anyways, I am optimistic that AMD has another break out in 4Q2018 and into 2019 daddy has to cash out to build a brand new rig and set some away for retirement, they likely had at least a chunk of time to "play around" and adjust their next GPU before launch now that Ryzen is proven to be in very good shape, they will have had the time and finances to put more direct hands on Polaris, Vega, Navi or whatever (is a great thing IMO that they are very willing to do open-source stuff where others can benefit from what they are trying to do unlike Nv) ^.^
     
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  38. acquacow

    acquacow Limp Gawd

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    I'm up 400% in AMD stock right now. You certainly don't have to tell me to buy AMD, lol!

    Heck, the stuff I bought 2 months ago is up 75%
     
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  39. Mega6

    Mega6 Gawd

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    The x86/64 cross license agreement with intel is non-transferable, the only thing left worth anything at at that time was Radeon. Also AMD had a mountain of debt with no income, they were basically borrowing to stay afloat. Typically, when a company is liquidated, the value is book value. So go ahead and add in a bit for Radeon patents. Keep in mind that that the x86/64 is a cross-license agreement that is terminated. Book value per share on 2/8/2016 with a share price of 1.83 was -.63 Yeah, that's a negative - ie debt. So your estimate of 5 to 3 dollars a share appear to be pulled out of thin air or your ass and way out of the ballpark.
     
  40. Ej24

    Ej24 Gawd

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    Ah that's true, I forgot the x86 license was non transferable. Though I have no idea what the DOJ and FTC would do in that situation, as it would have made Intel a monopoly for consumer and enterprise x86. Via x86 barely counts anymore, they're irrelevant.

    It's true amd was in a ridiculously bad spot. They even liquidated their old headquarters building in Sunnyvale iirc and ended up having to struggle to pay rent. AMD had definitely been enticed by private investors in 2015 that could have infused a lot of cash, though it probably would have ended badly for AMD.

    I still think the Radeon portfolio would have been quite valuable for someone like Apple or Samsung. Especially Apple as they use Radeon products. I'm sure they'd love to bring it in house. I could imagine Apple purchasing AMD above market value in Feb 2016. It would have been trivial for them to do with their pile of cash in order to secure that IP. For example, in 2015 Apple acquired Beats headphones for their streaming platform and licenses with record companies. So it is plausible they'd acquire AMD/Radeon to prevent someone else like Samsung from taking their gpu architecture of choice.

    Also AMD holds the IP for x64. Not Intel. Intel's attempt was itanium x64 and that's dead. If x86 agreement goes away, so does amd64 for Intel. I wonder if Intel had a contingency plan for that of amd did actually go under?
     
    Last edited: Aug 30, 2018