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Advanced Micro Devices, Inc. Message Board

  • awehring awehring Jun 15, 2013 5:49 AM Flag

    Barrons: AMD Could Double, Helped By Its Server Strategy

    Today in Barrons:
    "In February 2012 AMD bought SeaMicro, a 2007 start-up just down the block, if you will.
    The deal was important. SeaMicro offers AMD a chance to take share in the mainstream server-computer market, in which Intel sells about 96% of the chips, according to IDC. If the effort succeeds, it could lift AMD's stock substantially.
    SeaMicro's technology looks good; its management team, astute; and the market opportunities, promising. One newly converted bull, Dan Niles, who bought AMD this year after being negative on its prospects last year, thinks the shares could go to over $8. Niles, who works at AlphaOne Capital Partners, sees this happening if AMD's revenue grows to $7 billion by 2015, and if its stock multiple of enterprise value to trailing 12-month sales rises from 0.7 times now to 1.3 times, which would bring it closer to Intel's 2.2. He considers this very possible."

    "High sales of server chips could help AMD, starting in 2014."

    "This week, AMD will announce details of its server-chip strategy. Feldman thinks its chips, which will ship in 2014, will be very competitive with Intel's next server processor, code-named Avoton, which will use the same technology that the Atom does for phones and tablets. Yes, Intel has learned the lesson Feldman taught it. "Whether Avoton will close the gap with AMD is hard to say right now," comments Linley Gwennap, whose Linley Group evaluates microprocessors. "Intel really hasn't given sufficient details to make that conclusion."

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