Advanced Micro Devices Inc (AMD)

[FrancisUnderwood]

Is AMD going to be too late with Zen considering how Intel makes such "big" improvements from generation to generation; I don't think so, and neither do the reviewers. Tick-tock, incremental gain ... same as it ever was, same as it ever was, same as it ever was, Time isn't holding us, Time isn't after us. AMD presents an opportunity that is "Once in a Lifetime". That is when they're not too busy shooting themselves in the foot. They've had several opportunities to make a stunning comeback and have all but fallen on their face each time. But, with new blood behind the wheels perhaps this is something that will change.

Zen is for head-on with Intel, and the MIT**4 CEO won't forget to review its performance and power consumption as she has been emphasizing performance/power. Again, Zen is AMD's most important investment as the CEO commented. "Comparable high-performance parts" if offered by AMD --> the margins of Intel's high-margin parts lowered --> Intel's subsidizing capacity reduced --> AMD's ability to compete in mainstream increased too, not just high-end. There is no better way to compete, and it's the only way to compete!
We will see, and let's wait for 2016 Computex. My concern is when it will drop back to ~$2.00, maybe after another loss in Q4 and likely 16Q1 too