Buy AMD sell Intel

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

  1. MacLeod

    MacLeod [H]ardness Supreme

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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.
     
  2. Grimlaking

    Grimlaking 2[H]4U

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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.
     
  3. TangledThornz

    TangledThornz Gawd

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    WTF is going on here? AMD is crashing hard!!
     
  4. Susquehannock

    Susquehannock 2[H]4U

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    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.
     
  5. Gideon

    Gideon 2[H]4U

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    Hardly, it's called profit taking and most are assuming it's hit the top end of value.
     
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  6. Nobu

    Nobu 2[H]4U

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    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.
     
    Last edited: Oct 3, 2018
  7. Hakaba

    Hakaba Gawd

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    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
     
  8. Mega6

    Mega6 [H]ard|Gawd

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    I'm out at 27.1, looking to get back in lower.
     
  9. gigaxtreme1

    gigaxtreme1 2[H]4U

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  10. Krenum

    Krenum [H]ardForum Junkie

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    Yeah me too. Winter of 2015 it was 1.87. Ugh. Ah well, you win, you lose.
     
  11. AMD_Gamer

    AMD_Gamer [H]ard as it Gets

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    This sucks :cry:

    But i am still up 487% :)
     
  12. dgz

    dgz [H]ardness Supreme

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    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
     
  13. drescherjm

    drescherjm [H]ardForum Junkie

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    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.
     
  14. cjcox

    cjcox [H]ard|Gawd

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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).
     
  15. Nobu

    Nobu 2[H]4U

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

    dgz [H]ardness Supreme

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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.
     
  17. x3sphere

    x3sphere 2[H]4U

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    Below 18 right now in after hours trading
     
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  18. drescherjm

    drescherjm [H]ardForum Junkie

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  19. undertaker2k8

    undertaker2k8 Limp Gawd

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    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.
     
  20. Nobu

    Nobu 2[H]4U

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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...
     
  21. cjcox

    cjcox [H]ard|Gawd

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    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".
     
  22. Mega6

    Mega6 [H]ard|Gawd

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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.
     
  23. acquacow

    acquacow Limp Gawd

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    You obviously haven't seen what's been happening to Micron with its 2.x and 3.x PE...
     
  24. Mega6

    Mega6 [H]ard|Gawd

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    Micron is a completely different animal. You can't compare the two.
     
  25. Confusedsoul

    Confusedsoul n00b

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    I should have sold at $30 and re-purchased at <$20. Oh well.
     
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  26. TangledThornz

    TangledThornz Gawd

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    I should have sold at $30 and at $20 :(
     
  27. Mega6

    Mega6 [H]ard|Gawd

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    Yeah it bounced from 15 so quick to 20. Missed that too.
     
  28. vict0r

    vict0r Gawd

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    which brokers are you guys using to trade amd?
     
  29. Nobu

    Nobu 2[H]4U

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    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.
     
  30. Mega6

    Mega6 [H]ard|Gawd

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  31. compgeek89

    compgeek89 Limp Gawd

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    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.
     
  32. drescherjm

    drescherjm [H]ardForum Junkie

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    I say one problem now is there are not that many good choices for AMD laptops or other mobile devices.
     
  33. compgeek89

    compgeek89 Limp Gawd

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    Sounds more like growth potential than a problem.
     
  34. Mega6

    Mega6 [H]ard|Gawd

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    sounds like both.
     
  35. compgeek89

    compgeek89 Limp Gawd

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    A problem would be if they launched a big line of mobile processors and it flopped. They haven't really challenged in this space yet.
     
  36. compgeek89

    compgeek89 Limp Gawd

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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.

     
  37. Mega6

    Mega6 [H]ard|Gawd

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    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.