"Az AMD viszont ujra emelkedett +9%-ot, es mar 30 korul jar. Tenyleg ennyire jo az uj chip ?"
tegnapi up egy újabb elemző magasabb célára miatt volt. És tényleg
ennyire jó úgy, hogy Intelnek nincs rá válasz, ráadásul Intel
kizárólagos szerződései közül több is lejárt, tehát mehet a Ryzen egyre
több nagy gyártó gépeibe.
"The good about AMD can be summed up in four words: tiny share, big market.
makes the chips that essentially power all of today’s and tomorrow’s
most important technologies. As such, the company has broad exposure to
multiple secular growth industries, including data-centers, automation,
The sum value of these end-markets is massive, and that
is why the chip space has birthed multi-billion dollar companies like
Intel (NASDAQ:INTC) and Nvidia (NASDAQ:NVDA), both of whom have market
caps in excess of $150 billion.
AMD has a market cap of under $30 billion.
now, that small market cap makes sense. In the all important sever
market, AMD controlled less than 1% share last year, while Intel
dominated more than 99% of the market.
But AMD is launching
next-gen chips in this space, while Intel is delaying their next-gen
chips until late 2019. This gives AMD a twelve month-plus runway to
steal market share from Intel because AMD has the newest and best
product on the market.
The consensus belief on the Street is that
AMD can scale its market share in the server market to 15-20% over the
next two years. If that happens, then AMD’s $30 billion market cap looks
far too low next to Intel’s $220 billion market cap.
nutshell, the good about AMD stock comes down to the fact that this is a
company with tiny but rapidly growing share in a huge market. Plus,
that the current market cap on AMD doesn’t fully reflect this company’s
ability to steal big chunks of market share over the next several