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Rubicon Technology, Inc. (RBCN) Message Board

  • annehking55 annehking55 Dec 28, 2013 10:10 AM Flag

    Sold RBCN there sales are falling fast no pricing power.. Bought AMD $ 3.80 there turn around story is working

     

    Here is why AMD will double in 2014
    AMD 2014 Sales (revenue) Projection
    Consoles: 20M *$100 each = $2.0 B margin = 17%
    Ongoing desktops: = $1.3 B margin = 17%
    Ongoing laptops with APU support = $1.7 B margin = 35%
    SeaMicro vintage servers = $0.4 B margin = 45%
    ARM based servers = $0.6 B margin = 55%
    Radeon GPU systems = $1.0 B margin = 55%
    MacPro GPUs = $0.6 B margin = 55%
    Misc = $0.5 B margin = 35%
    Total = = $8.1 B total revenue. with $$550M profit or about $0.82/share
    AMD Dec 31 2013 $ 3.83, Jan 19 2014 $ 4.18, Earning call Jan 22 2014 $ 4.75. Feb 18 2014 $ 5.25, Dec 31 2014 $ 10.75 ( 300% gainer for 2014 )
    AMD will be strong over the next 3-4 years; will close 2014 at $ 10.75 share, will close 2015 at $20.00 /sh
    Date to keep in mind January 2 all 18 analyst will update AMD ratings and Jan 7 at CES show AMD will update there sold out product lines. Jan 19 earning call.

    Sentiment: Strong Buy

    This topic is deleted.
 
RBCN
3.89-0.06(-1.52%)Apr 17 4:00 PMEDT