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Muy agradecido estoy a Doc. La tenía en el radar pero gracias a su info me anime a meterle a AMD un buen porcentaje de la cartera. Ahora le saco casi 11000 y el problema es que ya se excede el porcentaje de la cartera, así que tendré que ver que hago. Las tengo para vender a 14 el 20 (antes de resultados). A los que vayáis cargaditos os recomiendo que valoréis cubrir un poco la posible bajada, porque esta se mueve mucho con los resultados (son el 27). Y en año pasado bajo de 13,62 a 10 en un puro minuto... Esa me la comi doblada porque me ejercieron los puts, pero a partir de ahí antes de resultados SIEMPRE intento estar delta neutral.
Además lleva de rally una temporadita y cualquier mandanga en el earnings call hace que se de un hostion.
So, to sum up the current situation...
AMD has made an architecture that is low yield tolerant due to using multiple smaller dies in a single package, rather than the large monolithic dies like Intel is currently stuck with. AMD can handle low yields, Intel can't. Then we have the unprecedented situation where Intel is falling behind AMD in process technology. AMD is sampling 7nm parts, and Intel won't have any viable 10nm datacenter parts for atleast another year or two, and any increase in core count will have to wait until 10nm yields go from acceptable to good/great.
With all the security problems with Intel CPUs, any notion of technological superiority is gone. Intel messed up and Krzanich got fired for it. It will take a long time before Intel has competitive process technology, and probably even longer for them to make a new architecure which allows them to "glue together" multiple dies like AMD. Why do you think they've hired Keller and Koduri?
AMD is about to take a huge, clear and obvious performance lead in datacenter segment. A little later they will come out with 7nm CPUs and APUs for the desktop and mobile and blow away any halo SKUs Intel has left.
AMD is taking the lead, and it will be years before Intel recovers - and their monopoly days are a thing of the past.
Longs, enjoy!
GALLIUM CHIPS! IS INTEL WORKING ON GALLIUM?
It's been known for decades that Gallium performance FAR exceeds the chip potential of semiconducting Silicon. For example, Gallium digital switching voltages are many times lower than silicon. Thus, gallium chip power consumption might be reduced by 10 fold to 100 fold over silly silicon. That alone is such a huge deal that anyone (like Amd) pushing for 7nm is totally wasting their time. A gallium chip maker would completely blow away 5nm silicon chips in not only dramatically lower power consumption, but in many times higher clock speeds too.
It's very true that gallium is thousands of times more rare that cheap silicon. But now that chips are so many many times physically smaller than long ago, very much less gallium is now needed to make the entire world's chips. Gallium IS now cost effective, and much more attractive. Chip shrinks are the wrong focus. Gallium is the correct focus for many reasons. In fact, gallium chips could skyrocket chip prices back to thousands per chip like the old days. With silicon, Amd would be left with very very low end bankruptcy junk.
So, with so much shear money at intel ($3B PROFIT PER QTR), I have a very very hard time even imagining no deadly serious Gallium R&D at intel. I know of many scientific efforts toward gallium chips. Don't tell me that intel is not working on gallium! The prize is a $400B chip dominance for the gallium chip winner.
And that "winner" is absolutely NOT backward little anti American Amd! Amd is the next chip penny stock. There are too many easy ways for intel to crush Amd with a few strokes of a pen.
Most of you Amd gullible segarro don't know hardly anything going on at intel. For example, in enterprise chip terms, intel is being heavily funded to make 1000mm WAFER SIZE computer chips operating at near absolute zero temperatures that can replace entire computer farms and at mind bloggling clocks. Do ya really think that phenomenal gallium is being ignored? Bank on one Amd fact. Amd probably has no clue of gallium's potential. And Amd is flat broke too.
Ace
Dos procesadores tuve de AMD y las dos me dieron un sindios de problemas.
Amd nunca mas.