Sunday, September 14, 2014 9:28:31 AM
Sep. 14, 2014 1:03 AM ET | 13 comments | About: Advanced Micro Devices, Inc. (AMD), Includes: ARMH, INTC, NVDA
Disclosure: The author has no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. (More...)
Summary
Transitioning of AMD is up and running and the management is consistently delivering on its promises. Very unlike "old AMD."
The company is diversifying away from sluggish PC market to focus on growth markets. It is also testing ARM waters to benefit from x86/ARM combined addressable market.
AMD is set to grow because of its unique CPU/GPU capabilities for embedded segment, its design superiority over competitors and its potential ARM capabilities.
read: http://seekingalpha.com/article/2492825-advanced-micro-devices-a-historic-turn-around-in-the-making?uprof=44
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