Fri, Oct 31, 2014, 8:20 AM EDT - U.S. Markets open in 1 hr 10 mins


% | $
Quotes you view appear here for quick access.

Advanced Micro Devices, Inc. Message Board

  • ihitthebid ihitthebid Jun 3, 2006 9:48 AM Flag

    Price/R&D Wars

    I know how hard it is for AMD lovers to accept. I was the same. But problem is not simply that INTC has decided to gut everyone's margins with draconian price cuts. It is that INTC has decided to do that AND ramp up R&D spending to a level that exceeds the market value of others, including AMD.

    AMD could meet the market's very high earnings expectations despite a price war, by turning out superior products. It cannot do so if INTC technology catches up over the next year or two. That, in a nutshell, is why the instituions are pulling out. AMD is not dead, it is just no longer deserving of its multiple.

    AMD needs to buy someone and amass more resources for this very costly fight. They need to do it now.

2.75+0.03(+1.09%)Oct 30 4:01 PMEDT

Trending Tickers

Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.
Expedia Inc.
NasdaqGSThu, Oct 30, 2014 4:00 PM EDT
MobileIron, Inc.
NasdaqGSThu, Oct 30, 2014 3:59 PM EDT