Featured Articles

Analysts expect ARM to do well next year

Analysts expect ARM to do well next year

British chip designer ARM could cash in on the mobile industry's rush to transition to 64-bit operating systems and hardware.

More...
Huawei and Xiaomi outpace Lenovo, LG in smartphone market

Huawei and Xiaomi outpace Lenovo, LG in smartphone market

Samsung has lost smartphone market share, ending the quarter on a low note and Xiaomi appears to be the big winner.

More...
Intel Broadwell 15W coming to CES

Intel Broadwell 15W coming to CES

It looks like Intel will be showing off its 14nm processors, codenames Broadwell, in a couple of weeks at CES 2015.

More...
Gainward GTX 980 Phantom reviewed

Gainward GTX 980 Phantom reviewed

Today we’ll be taking a closer look at the recently introduced Gainward GTX 980 4GB with the company’s trademark Phantom cooler.

More...
Zotac ZBOX Sphere OI520 barebones vs Sphere Plus review

Zotac ZBOX Sphere OI520 barebones vs Sphere Plus review

Zotac has been in the nettop and mini-PC space for more than four years now and it has managed to carve…

More...
Frontpage Slideshow | Copyright © 2006-2010 orks, a business unit of Nuevvo Webware Ltd.
Friday, 17 May 2013 10:59

AMD shares take rollercoaster ride

Written by Fuad Abazovic



Mostly going up, was down 14.4 percent

In the last 52 weeks AMD was on a rollercoaster ride, with prices ranging from $1.81 to $6.46. Yesterday it closed at $3.83, about halfway between both ends of the 52-week range.

On Thursday AMD shares experienced a sharp decline by as much as 14.4 percent, shortly after Goldman Sachs analyst James Covello cut his rating to sell from neutral. He expects that despite some positive trends like big console wins, AMD is likely to underperform in 2014. Covello doesn't see AMD’s massive spring rally as justified.

“As has been the case with many of the other rallies in AMD, which have all faded, ultimately, the numbers do not justify the move in the stock ... we expect continued disappointing results in the PC segment to mitigate the impact of increased revenue from gaming." claims Covello. 

However, here at Fudzilla we are quite confident that AMD will do well in 2013, and that its worst days are behind it. The company has Playstation 4 and the new Xbox design wins, it has a solid graphics portfolio and it plans to introduce Richland and Jaguar based products already in June. When it comes to the second part of the year, AMD has more to offer and with a few strong OEM designs, so it should do well. It even gained some market share in servers with Opteron 6300 for Facebook's modular Open Compute server platform.

The fate of AMD is very much linked to the fate of Intel, or the x86 market in general. Despite current market trends, consumers shifting to tablets, we are confident that notebooks and even desktops and will continue to play an important role in our lives. Let’s not forget about servers, either. Something has to power that massive cloud, even if the cloud itself is used by tablets and smartphones.

At this point you simply cannot do most of your every day's work on any tablet, including fancy iPads and hybrid tablets with proper keyboards. Hybrids powered by x86 processors are the way to go for AMD and Intel. Dockable tablets with enough muscle to cope with productivity apps might be the future of computing, provided Microsoft ups its game with Windows 8.1.

Fuad Abazovic

E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it
blog comments powered by Disqus

 

Facebook activity

Latest Commented Articles

Recent Comments