Tuesday, October 21, 2003 9:24:40 PM
People become AMD stock followers because of this little statistic:
Market Cap:
AMD $5 Billion
Intel $210 Billion
Intel has one competitor, AMD. In the tech business, todays winners sometimes become tomorrow's losers. In the past, AMD has always been limited to the minimum margin market scrapings left by Intel at the bottom of the barrel. Even when AMD had close to 20% market share (and costs) they had less then 10% revenue share.
But now AMD has a workstation and server line that's extremely competitive. They also have a performance PC line that's extremely competitive. They have a unique, differentiated CPU line with AMD64, Hypertransport, and an SOI process and they have a unique, differentiated line in flash that has both low manufacturing cost and steady market share growth.
If AMD takes 20% of the market from the top, instead of the bottom, they could wind up with 40% of the revenue share and might just bring their market cap up to half that of Intel - in which case the stock would go up 2000% in a brief period.
Or Intel might straighten up its 90nm process, start giving away flash, and knock AMD back down, again.
It's a heck of a story, a true story, and that's what gets people so excited about AMD.
Recent AMD News
- AMD to Report Fiscal Third Quarter 2024 Financial Results • GlobeNewswire Inc. • 10/16/2024 01:00:00 PM
- Intel and AMD Form x86 Ecosystem Advisory Group to Accelerate Innovation for Developers and Customers • Business Wire • 10/15/2024 05:00:00 PM
- AMD Expands Alveo Portfolio with Launch of World's Fastest Electronic Trading Accelerator in Slim Form Factor for Broad, Cost-Effective Server Deployments • GlobeNewswire Inc. • 10/14/2024 01:00:00 PM
- BP Signals Rising Net Debt; Tesla Slumps; Stellantis CEO Announces Retirement; Berkshire Trims BofA Stake, and More • IH Market News • 10/11/2024 10:31:49 AM
- AMD Launches New Ryzen™ AI PRO 300 Series Processors to Power Next Generation of Commercial PCs • GlobeNewswire Inc. • 10/10/2024 06:01:00 PM
- AMD Delivers Leadership AI Performance with AMD Instinct MI325X Accelerators • GlobeNewswire Inc. • 10/10/2024 06:00:00 PM
- AMD Launches 5th Gen AMD EPYC CPUs, Maintaining Leadership Performance and Features for the Modern Data Center • GlobeNewswire Inc. • 10/10/2024 05:59:00 PM
- AMD Unveils Leadership AI Solutions at Advancing AI 2024 • GlobeNewswire Inc. • 10/10/2024 05:58:00 PM
- AMD Instinct MI300X Accelerators Available on Oracle Cloud Infrastructure for Demanding AI Applications • GlobeNewswire Inc. • 09/26/2024 01:00:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 09/17/2024 08:21:52 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 09/13/2024 08:15:04 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 09/11/2024 08:19:11 PM
- AMD Advancing AI 2024 Event to Highlight Next-gen Instinct and EPYC Processors and Expanding Solutions Ecosystem • GlobeNewswire Inc. • 09/10/2024 01:00:00 PM
- AMD to Present at the Goldman Sachs Communacopia and Technology Conference • GlobeNewswire Inc. • 09/04/2024 01:00:00 PM
- AMD Appoints AI Industry Veteran Keith Strier to Expand Global AI Capabilities and Engagements • GlobeNewswire Inc. • 09/03/2024 08:15:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/22/2024 08:13:14 PM
- AMD 2023-24 Corporate Responsibility Report: Advancing Sustainability, Collaboration and Inclusion • GlobeNewswire Inc. • 08/21/2024 01:00:00 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 08/20/2024 08:26:54 PM
- AMD to Present at the Deutsche Bank Technology Conference • GlobeNewswire Inc. • 08/20/2024 08:15:00 PM
- Berkshire Reduces Stake in BofA, Hawaiian Airlines Soars 10%, Paramount Receives $4.3B Offer, and More • IH Market News • 08/20/2024 09:56:02 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/19/2024 08:26:24 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/19/2024 08:24:17 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/19/2024 08:22:02 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/19/2024 08:19:38 PM
- Futures Pointing To Roughly Flat Open On Wall Street • IH Market News • 08/19/2024 01:13:22 PM
FEATURED Element79 Gold Corp Shares Further Advances With Chachas Community on Lucero Surface Rights, Provides Corporate Update • Oct 28, 2024 10:25 AM
VAYK Clarifies It Has No Business Connection to Persons Under SEC Charge • VAYK • Oct 28, 2024 11:59 AM
Vocodia Enters Medical Alert Industry with Innovative Emergency Response Pendant • VHAI • Oct 25, 2024 8:00 AM
Hydromer, Inc. Reports Preliminary Unaudited Financial Results for Third Quarter 2024 • HYDI • Oct 24, 2024 11:18 AM
VAYK Asserts Goal of Q4 Operationally Profitable and Projects Major 2025 Launch • VAYK • Oct 24, 2024 10:40 AM
CBD Life Sciences Inc. (CBDL) Positioned for Significant Growth Amid Nationwide Marijuana Legalization Push • CBDL • Oct 24, 2024 7:07 AM