Buy AMD sell Intel

MacLeod

Supreme [H]ardness
Joined
Jul 28, 2009
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Intel is still hanging around. Bounces back and forth from $48-$45. I'll hang on til $40 then I do believe I'll move on.
 

Grimlaking

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May 9, 2006
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Intel isn't going anywhere when the higher density chips for servers cost so damn much. It makes an equivelent EPYC CPU based build be 10k+ more to buy than the Intel build. It's stupid.

And a lot of companies like mine are buying server solutions to host VM infrastructure. That's high memory and core density servers. Right now because of ram costs... Intel are the cheaper route still.
 

Susquehannock

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WTF is going on here? AMD is crashing hard!!
INTC announced accelerated 10nm production timeline. Plus a lot of shares went short into the rise. Hair over 20% of the float as of three weeks ago. As comparison, only about 1.5% of Intel's float is short.
 

Nobu

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Jun 7, 2007
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Hardly, it's called profit taking and most are assuming it's hit the top end of value.
Yep, people are cashing out on their profits. It'll level off, probably around $28, maybe a bit more, and then maybe it'll start climbing again. They've been doing that lately.

Edit: I mean, I was still at 800% unrealized gains at $32/share even after selling about half my shares. It was inevitable, but they'll recover.
 
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Hakaba

Gawd
Joined
Jul 22, 2013
Messages
639
Well if it keeps dipping I’ll be rebuying, I believe AMD has potential to go higher. But I sold since it growth was too fast and what I believe was unsustainable, especially 150-200% in a year.

Just my 2c
 

dgz

Supreme [H]ardness
Joined
Feb 15, 2010
Messages
5,827
What the fuck is going on with AMD and NVDA. Their stock is falling real hard. I know nvidia was very overpriced but this is just brutal :( I should've sold my shares, damn it. Damn it
 

drescherjm

[H]F Junkie
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Nov 19, 2008
Messages
14,691
The whole market has not been fun in the last month. I have lost quite a few months worth of my salary..


With that said I am a buyer for AMD if it goes under $20. Probably a 500 to 1000 shares.
 

cjcox

[H]ard|Gawd
Joined
Jun 7, 2004
Messages
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AMD's PE ratio is pretty bad compared to Intel's. In other words, AMD should be priced much lower. Not saying that euphoria can't drive up a stock price, but looks like that has already happened in the case of AMD (that is, you missed the boat). With that said, AMD is smaller, but it's also mature. Outrageous PE ratios are usually ok with a new high flyer, not so much with a tech stock that's been around awhile. Their PE is "dot bomb" like (noting that back then we were driving stocks up that never made a dime).
 

Nobu

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$24 is a good price for me. Agree that if it gets below $20 I'd buy.
 

dgz

Supreme [H]ardness
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AMD's PE ratio is pretty bad compared to Intel's. In other words, AMD should be priced much lower. Not saying that euphoria can't drive up a stock price, but looks like that has already happened in the case of AMD (that is, you missed the boat). With that said, AMD is smaller, but it's also mature. Outrageous PE ratios are usually ok with a new high flyer, not so much with a tech stock that's been around awhile. Their PE is "dot bomb" like (noting that back then we were driving stocks up that never made a dime).
I don't get this argument. Apple's PE was also crazy about a decade ago and look what happened. Now, I am not saying AMD is anything like Apple, but a company should not be judged on that alone.
 
Joined
Jul 25, 2012
Messages
515
Wrote a single Put option ending 2019 at 25 strike for a 5 premium, gonna show heavy red tomorrow but not worried, this is AMD aka the lottery and the amount invested is trivial. Glad I didn't give in to my temptation to bet a much bigger chunk on it lol.
 

Nobu

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They missed by $100m, but adjusted eps is higher than expected, I bet it bounces back, though maybe not to where it was. I need to see what they had to say about server sales...
 

cjcox

[H]ard|Gawd
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I don't get this argument. Apple's PE was also crazy about a decade ago and look what happened. Now, I am not saying AMD is anything like Apple, but a company should not be judged on that alone.
Emphasis on "decade ago". And publicly traded companies are judged on that a lot, not alone, but it is significant. Remember, when you have a PE of 80, you're saying the company is worth 80 times what they are worth (effectively). And as you stated, this isn't Apple.

But don't disregard my other statements. In moments of euphoria, stock prices can absolutely sky rocket, even with infinite PE, again, like the "dot bomb" era. And it was at that time (post collapse) that tech investors stopped recommending tech stocks with really high PEs. AMD has to believe they can get to a low PE. And I'm not sure that they do. They need a bigger vision and the guts, determination, patience and long suffering to do it. Even when AMD was flying high at 17% server market share, they didn't exhibit this (in fact, just the opposite, they went to sleep). IMHO, it would really help them out. If the company doesn't believe in itself, it will just flounder along.... like AMD has for years and years and years....

If AMD wants to succeed, they need to demonstrate just how high they plan to go and do it, no matter what the cost. Right now they look like the "also ran candidate".
 

Mega6

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If you look at the forward PE of AMD right now - it's 33 and a trailing of 78. Intel's forward is 10. As an investor, you should know what to look at.
 

acquacow

Limp Gawd
Joined
Mar 7, 2016
Messages
426
If you look at the forward PE of AMD right now - it's 33 and a trailing of 78. Intel's forward is 10. As an investor, you should know what to look at.
You obviously haven't seen what's been happening to Micron with its 2.x and 3.x PE...
 

Nobu

2[H]4U
Joined
Jun 7, 2007
Messages
3,840
which brokers are you guys using to trade amd?
I'm using ameritrade (was scottrade). They're okay I guess, but $6 commission on regular trades (buy and sell, dunno about options, etc), so you won't make money with small trades here.
 

compgeek89

Limp Gawd
Joined
Nov 30, 2018
Messages
142
I think AMD continues to be a good long term buy. Threadripper is a game-changer for the WS market, AMD still holds a monopoly on console chips, and AMD finally competing at the enthusiast level. Good times ahead. $20 a good buy area bouncing from the 200 and 150 day moving averages.
 

drescherjm

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I say one problem now is there are not that many good choices for AMD laptops or other mobile devices.
 

compgeek89

Limp Gawd
Joined
Nov 30, 2018
Messages
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I won't say much on this except that if you use PE as your measuring stick, you're never going to excel at trading/investing. If you want to talk further we can do so offline.

Emphasis on "decade ago". And publicly traded companies are judged on that a lot, not alone, but it is significant. Remember, when you have a PE of 80, you're saying the company is worth 80 times what they are worth (effectively). And as you stated, this isn't Apple.

But don't disregard my other statements. In moments of euphoria, stock prices can absolutely sky rocket, even with infinite PE, again, like the "dot bomb" era. And it was at that time (post collapse) that tech investors stopped recommending tech stocks with really high PEs. AMD has to believe they can get to a low PE. And I'm not sure that they do. They need a bigger vision and the guts, determination, patience and long suffering to do it. Even when AMD was flying high at 17% server market share, they didn't exhibit this (in fact, just the opposite, they went to sleep). IMHO, it would really help them out. If the company doesn't believe in itself, it will just flounder along.... like AMD has for years and years and years....

If AMD wants to succeed, they need to demonstrate just how high they plan to go and do it, no matter what the cost. Right now they look like the "also ran candidate".
 

Mega6

2[H]4U
Joined
Aug 13, 2017
Messages
2,745
I won't say much on this except that if you use PE as your measuring stick, you're never going to excel at trading/investing. If you want to talk further we can do so offline.

PE is only one of many measuring sticks and sometimes they are all meaningless as the market is driven by emotion - especially now. ie - uncertainty on the global economy status. Hence we are seeing massive movements up and down.
 
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