a*a
2 楼
能不能上还
【在 s***d 的大作中提到】
: 我擦
: ★ 发自iPhone App: ChineseWeb 7.8
【在 s***d 的大作中提到】
: 我擦
: ★ 发自iPhone App: ChineseWeb 7.8
p*s
3 楼
坐等我的call 3X
s*d
4 楼
上！
★ 发自iPhone App: ChineseWeb 7.8
【在 a********a 的大作中提到】
: 能不能上还
★ 发自iPhone App: ChineseWeb 7.8
【在 a********a 的大作中提到】
: 能不能上还
s*d
5 楼
草 现在3.98了
★ 发自iPhone App: ChineseWeb 7.8
【在 s***d 的大作中提到】
: 我擦
: ★ 发自iPhone App: ChineseWeb 7.8
★ 发自iPhone App: ChineseWeb 7.8
【在 s***d 的大作中提到】
: 我擦
: ★ 发自iPhone App: ChineseWeb 7.8
u*4
6 楼
今年的目标是7-8！
l*t
7 楼
展开说说吧。。。
【在 u******4 的大作中提到】
: 今年的目标是7-8！
【在 u******4 的大作中提到】
: 今年的目标是7-8！
p*s
8 楼
到5我就乐死了
【在 u******4 的大作中提到】
: 今年的目标是7-8！
【在 u******4 的大作中提到】
: 今年的目标是7-8！
c*0
9 楼
还能入不？
s*d
10 楼
这个够呛 最多到5就 profit run
★ 发自iPhone App: ChineseWeb 7.8
【在 u******4 的大作中提到】
: 今年的目标是7-8！
★ 发自iPhone App: ChineseWeb 7.8
【在 u******4 的大作中提到】
: 今年的目标是7-8！
w*1
11 楼
到前高都不错了
h*9
12 楼
Yesterday Rory Read said 50% of revenues (30% currently) to come from non-pc
business (by the end of 2015??). If he was not lying, that means total
revenue will grow 40% (assuming pc related rev stays flat).
Now AMD P/S=0.5 while industry average P/S=2. If AMD can turn around and
earn an average P/S, the share price should be (2/0.5*1.4)*$4 = 5.6*$4 = $22
.4. Even with lower P/S, $5 still seems ridiculously low.
With the way that they were aggressively buying back convertible bonds, it
seems they are pretty confident in their business.
【在 s***d 的大作中提到】
: 这个够呛 最多到5就 profit run
:
: ★ 发自iPhone App: ChineseWeb 7.8
s*d
13 楼
buy more？
pc
22
★ 发自iPhone App: ChineseWeb 7.8
【在 h**********9 的大作中提到】
:
: Yesterday Rory Read said 50% of revenues (30% currently) to come from non-pc
: business (by the end of 2015??). If he was not lying, that means total
: revenue will grow 40% (assuming pc related rev stays flat).
: Now AMD P/S=0.5 while industry average P/S=2. If AMD can turn around and
: earn an average P/S, the share price should be (2/0.5*1.4)*$4 = 5.6*$4 = $22
: .4. Even with lower P/S, $5 still seems ridiculously low.
: With the way that they were aggressively buying back convertible bonds, it
: seems they are pretty confident in their business.
pc
22
★ 发自iPhone App: ChineseWeb 7.8
【在 h**********9 的大作中提到】
:
: Yesterday Rory Read said 50% of revenues (30% currently) to come from non-pc
: business (by the end of 2015??). If he was not lying, that means total
: revenue will grow 40% (assuming pc related rev stays flat).
: Now AMD P/S=0.5 while industry average P/S=2. If AMD can turn around and
: earn an average P/S, the share price should be (2/0.5*1.4)*$4 = 5.6*$4 = $22
: .4. Even with lower P/S, $5 still seems ridiculously low.
: With the way that they were aggressively buying back convertible bonds, it
: seems they are pretty confident in their business.
i*e
14 楼
AMD欠债太多，不能用industry的P/S来衡量。而且他家的computing靠APU很难keep
flat。intel的14nm一投产，AMD的computing部门除了below 100刀的产品，基本就歇菜
了。
non-pc主要是consoles。xone已经卖不动了，ps4还行可是产能有问题。
22刀还是不要想了。AMD的话，5刀倒是没什么问题的。
pc
22
【在 h**********9 的大作中提到】
:
: Yesterday Rory Read said 50% of revenues (30% currently) to come from non-pc
: business (by the end of 2015??). If he was not lying, that means total
: revenue will grow 40% (assuming pc related rev stays flat).
: Now AMD P/S=0.5 while industry average P/S=2. If AMD can turn around and
: earn an average P/S, the share price should be (2/0.5*1.4)*$4 = 5.6*$4 = $22
: .4. Even with lower P/S, $5 still seems ridiculously low.
: With the way that they were aggressively buying back convertible bonds, it
: seems they are pretty confident in their business.
flat。intel的14nm一投产，AMD的computing部门除了below 100刀的产品，基本就歇菜
了。
non-pc主要是consoles。xone已经卖不动了，ps4还行可是产能有问题。
22刀还是不要想了。AMD的话，5刀倒是没什么问题的。
pc
22
【在 h**********9 的大作中提到】
:
: Yesterday Rory Read said 50% of revenues (30% currently) to come from non-pc
: business (by the end of 2015??). If he was not lying, that means total
: revenue will grow 40% (assuming pc related rev stays flat).
: Now AMD P/S=0.5 while industry average P/S=2. If AMD can turn around and
: earn an average P/S, the share price should be (2/0.5*1.4)*$4 = 5.6*$4 = $22
: .4. Even with lower P/S, $5 still seems ridiculously low.
: With the way that they were aggressively buying back convertible bonds, it
: seems they are pretty confident in their business.
h*9
15 楼
probably not because already a little heavy.
【在 s***d 的大作中提到】
: buy more？
:
: pc
: 22
: ★ 发自iPhone App: ChineseWeb 7.8
h*9
16 楼
dense server will be next. and they are looking for long term strategic
partnership for semi-custom design, just like IBM providing consultant
service instead of only making/selling product.
【在 i*******e 的大作中提到】
: AMD欠债太多，不能用industry的P/S来衡量。而且他家的computing靠APU很难keep
: flat。intel的14nm一投产，AMD的computing部门除了below 100刀的产品，基本就歇菜
: 了。
: non-pc主要是consoles。xone已经卖不动了，ps4还行可是产能有问题。
: 22刀还是不要想了。AMD的话，5刀倒是没什么问题的。
:
: pc
: 22
s*d
17 楼
14nm 只是个传说。
★ 发自iPhone App: ChineseWeb 7.8
【在 i*******e 的大作中提到】
: AMD欠债太多，不能用industry的P/S来衡量。而且他家的computing靠APU很难keep
: flat。intel的14nm一投产，AMD的computing部门除了below 100刀的产品，基本就歇菜
: 了。
: non-pc主要是consoles。xone已经卖不动了，ps4还行可是产能有问题。
: 22刀还是不要想了。AMD的话，5刀倒是没什么问题的。
:
: pc
: 22
★ 发自iPhone App: ChineseWeb 7.8
【在 i*******e 的大作中提到】
: AMD欠债太多，不能用industry的P/S来衡量。而且他家的computing靠APU很难keep
: flat。intel的14nm一投产，AMD的computing部门除了below 100刀的产品，基本就歇菜
: 了。
: non-pc主要是consoles。xone已经卖不动了，ps4还行可是产能有问题。
: 22刀还是不要想了。AMD的话，5刀倒是没什么问题的。
:
: pc
: 22
s*d
18 楼
agree amd is no longer a CPU company but a soc company. So it could be more
flexible then intel. Intel is never a production drive soc company because
of the foundry.
★ 发自iPhone App: ChineseWeb 7.8
★ 发自iPhone App: ChineseWeb 7.8
【在 h**********9 的大作中提到】
:
: dense server will be next. and they are looking for long term strategic
: partnership for semi-custom design, just like IBM providing consultant
: service instead of only making/selling product.
flexible then intel. Intel is never a production drive soc company because
of the foundry.
★ 发自iPhone App: ChineseWeb 7.8
★ 发自iPhone App: ChineseWeb 7.8
【在 h**********9 的大作中提到】
:
: dense server will be next. and they are looking for long term strategic
: partnership for semi-custom design, just like IBM providing consultant
: service instead of only making/selling product.
h*9
19 楼
by the time intc 14nm is in production, tsmc or global foundry will also
done by upgrading theirs from 28nm. although not as good as intc, they have
been always 1 generation behind. that's no different from current situation
. plus the process upgrade has diminished return. it's getting harder to
squeeze better price/performance like years ago.
【在 s***d 的大作中提到】
: 14nm 只是个传说。
:
: ★ 发自iPhone App: ChineseWeb 7.8
done by upgrading theirs from 28nm. although not as good as intc, they have
been always 1 generation behind. that's no different from current situation
. plus the process upgrade has diminished return. it's getting harder to
squeeze better price/performance like years ago.
【在 s***d 的大作中提到】
: 14nm 只是个传说。
:
: ★ 发自iPhone App: ChineseWeb 7.8
r*r
20 楼
Agree. Now looks low power with ARM design is dominated in Mobile market,
which is a new and bigger arena for most player would get involved.
Ridiculously, intel is behind in this market. that's why it's stock price is
not as good as before.
have
situation
【在 h**********9 的大作中提到】
: by the time intc 14nm is in production, tsmc or global foundry will also
: done by upgrading theirs from 28nm. although not as good as intc, they have
: been always 1 generation behind. that's no different from current situation
: . plus the process upgrade has diminished return. it's getting harder to
: squeeze better price/performance like years ago.
which is a new and bigger arena for most player would get involved.
Ridiculously, intel is behind in this market. that's why it's stock price is
not as good as before.
have
situation
【在 h**********9 的大作中提到】
: by the time intc 14nm is in production, tsmc or global foundry will also
: done by upgrading theirs from 28nm. although not as good as intc, they have
: been always 1 generation behind. that's no different from current situation
: . plus the process upgrade has diminished return. it's getting harder to
: squeeze better price/performance like years ago.
r*r
21 楼
It will go to $8-9 soon.But once it gets there, it will go up more.
【在 s***d 的大作中提到】
: 我擦
: ★ 发自iPhone App: ChineseWeb 7.8
【在 s***d 的大作中提到】
: 我擦
: ★ 发自iPhone App: ChineseWeb 7.8
G*j
22 楼
那我也买些
【在 r*********r 的大作中提到】
: It will go to $8-9 soon.But once it gets there, it will go up more.
【在 r*********r 的大作中提到】
: It will go to $8-9 soon.But once it gets there, it will go up more.
h*9
23 楼
There are still risks and uncertainties. No guarantee their ARM server chip
is good and dense server business will be successful. And the share price
always gets hair cut after ER, no matter results are good or not. Do your
own due diligence before buying. And are you patient enough and can you
stomach the loss if the turn around fails?
【在 G****j 的大作中提到】
: 那我也买些
N*d
24 楼
是的，最好别追高。俺个人感觉：现在低端笔记本都上intel celeron了. 也许4块还能
买点，4.5就有点贵了
【在 i*******e 的大作中提到】
: AMD欠债太多，不能用industry的P/S来衡量。而且他家的computing靠APU很难keep
: flat。intel的14nm一投产，AMD的computing部门除了below 100刀的产品，基本就歇菜
: 了。
: non-pc主要是consoles。xone已经卖不动了，ps4还行可是产能有问题。
: 22刀还是不要想了。AMD的话，5刀倒是没什么问题的。
:
: pc
: 22
买点，4.5就有点贵了
【在 i*******e 的大作中提到】
: AMD欠债太多，不能用industry的P/S来衡量。而且他家的computing靠APU很难keep
: flat。intel的14nm一投产，AMD的computing部门除了below 100刀的产品，基本就歇菜
: 了。
: non-pc主要是consoles。xone已经卖不动了，ps4还行可是产能有问题。
: 22刀还是不要想了。AMD的话，5刀倒是没什么问题的。
:
: pc
: 22
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