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[englishman]

Is It Time to Buy AMD?
By Dan Bloom
March 6, 2007
Wow! Advanced Micro Devices (NYSE: AMD) and its shareholders have had a rough ride over the past year. The latest disappointment came Monday, when CEO Hector Ruiz announced that revenue will come in short of the $1.6 billion to $1.7 billion that he had forecast for the quarter. Somewhat predictably, this caused a few people to head for the exits, and the stock dropped below $14, although it has recovered somewhat today.

Is there any reason for optimism, or is AMD going the way of the dodo? Participants in The Motley Fool's new CAPS stock-rating service don't seem to have much optimism. On a scale from one to five, the stock receives just two stars. In comparison, Intel (Nasdaq: INTC) receives a three-star rating.

So what might the skeptics be worried about?

Let's start with Intel. The world's largest semiconductor company has towering financial strength with $10 billion in cash, which easily dwarfs its $2 billion debt load. AMD, on the other hand, took on a lot of debt to complete the ATI acquisition. Its debt load stands at $3.6 billion, which is a lot larger than its $1.5 billion in cash. Intel is one of the few companies in the world that will certainly be able to afford the steep investments in manufacturing required to stay on the leading edge of semiconductor fabrication. AMD's ability to continue investing down the road is a bit more uncertain, although it shouldn't have a big problem this year.

The ATI acquisition may also be a point of worry for some. I believe it was a good strategic move for AMD, because semiconductor manufacturers have to continue to integrate additional functionality into their chips in order to remain competitive. This is especially important in order for AMD to be able to penetrate the market for low-cost computers, which will likely provide a big part of growth in the future. Despite the long-term positives of the ATI acquisition, it won't be too surprising if it takes awhile to get the two operations running smoothly together.

One more concern I have is that the big computer manufacturers like Hewlett-Packard (NYSE: HPQ) and Dell (Nasdaq: DELL) have worked with Intel for years. They have certainly developed some good personal relationships, and have become comfortable with Intel's ability to supply them with parts of sufficient quality and in sufficient quantities. AMD is more like the new kid on the block, and the relationships likely are not as solid yet.

Despite these potential negatives, there is certainly a bull case for AMD. I don't expect it to fade away into oblivion, nor do I expect it to repeat its experience in the '90s, when it played the role of perennial also-ran. However, I don't expect Intel to be caught with its pants down again, either. What I'm driving at here is that I believe AMD is a good investment at the right price -- and the current price of around $14 may prove to be it. If it weren't for the Fool's trading rules, I would probably buy shares at the current price, then plan to make a second buy if the price drops substantially at some point during the year. But as always, you should make up your own mind.

[englishman]

Para quem gosta de negociar intraday aqui ficam alguns valores importantes... e também para quem deseja tomar decisões de Curto Prazo.

Price
14.09

Support
13.82

Pivot Point
14.15

Resistance
14.48

Abraços
EMan

[englishman]

AMD Drives Industry Efforts to Enable Console-Quality Games for Handheld Devices
Wednesday March 7, 12:01 am ET
Technology, Tools and Support Enable Content Development on Open Industry Platform for the Ultimate Mobile Gaming Experience


SUNNYVALE, Calif.--(BUSINESS WIRE)--AMD (NYSE: AMD - News) today announced its strategy to enable visually stunning and immersive games and multimedia content optimized for handheld devices powered by AMD's next-generation graphics technologies. As a leading supplier to the handheld market, AMD is introducing a suite of tools to help content creators jumpstart the development of applications for handheld devices based on OpenVG 1.0 and OpenGL ES 2.0 industry standards and AMD's patented Unified Shader Architecture.
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AMD is working with content developers now in preparation for the arrival of phones powered by AMD's next-generation graphics technologies expected next year. Leveraging unique expertise in both graphics processing technology and the handheld market, AMD will offer a common toolset and common graphics architectures to empower the delivery of advanced, innovative hardware and true console-quality mobile games.

"AMD is working closely with OEMs and semiconductor suppliers to bring to market an incredibly powerful handheld gaming platform equipped with AMD's innovative, open-standard technology," said Paul Dal Santo, vice president and general manager of AMD's Handheld Division. "At the same time, we are driving the creation of truly compelling content for the next-generation mobile gaming devices that consumers demand. This industry-wide effort will help ensure a robust handheld gaming ecosystem."

With a billion handheld devices expected to be sold this year, mobile devices have the potential to be the next major gaming platform worldwide. AMD's upcoming graphics technologies will be made available to handset manufacturers through discrete media processors as well as through IP licensing agreements with semiconductor suppliers. These technologies will include support for both the OpenVG 1.0 and OpenGL ES 2.0 graphics standards, and will incorporate the same AMD patented Unified Shader Architecture that drives the visual experience behind the Microsoft® Xbox 360(TM) video game and entertainment system.

AMD has launched a comprehensive suite of tools that includes RenderMonkey(TM), a shader development tool to help developers create visually compelling characters and environments. The RenderMonkey tools for PC and console game development are an integral part of the development process for leading game developers worldwide. RenderMonkey 1.7 adds support for mobile content development including full OpenGL ES 2.0 shader support. By offering a common toolset and common graphics architectures, AMD enables game developers to easily create content for PCs, video game consoles and handheld devices within their existing production pipeline.

AMD's next-generation mobile graphics architecture will feature native hardware acceleration for rendering vector graphics and flash-like applications. This architectural design delivers high-quality graphics, while consuming less power than either software rendering or rendering using a traditional 3D graphics core.

In addition to offering new tools, AMD will make available emulation environments and development kits to help developers create, test and tune their applications before next-generation handheld devices become available. In addition to aiding developers who are new to working with hardware accelerated rendering environments, emulation environments are critical to reducing development time for rich console-like, next-generation games, as well as graphics-rich applications such as interactive mapping software.

AMD is dedicated to helping developers leverage the powerful capabilities of AMD Imageon(TM) media processors. AMD makes generally available to developers dedicated on-site graphics engineering support, educational presentations, documentation and samples to enable breathtaking content optimized for AMD-powered handheld devices.

About the AMD Imageon Family

AMD Imageon media processors support a variety of multimedia functions, including mobile TV, video, photography, video telephony, music and 3D graphics processing. With the acquisition of ATI Technologies in 2006, AMD is the leader in the design and manufacture of discrete media processors for mobile devices with more than 200 million media processors shipped to date. For more information, please visit http://ati.amd.com.

About AMD

Advanced Micro Devices (NYSE: AMD - News) is a leading global provider of innovative processing solutions in the computing, graphics and consumer electronics markets. AMD is dedicated to driving open innovation, choice and industry growth by delivering superior customer-centric solutions that empower consumers and businesses worldwide. For more information, visit www.amd.com.

© 2007 Advanced Micro Devices, Inc. AMD, the AMD Arrow logo, AMD Imageon, and combinations thereof, are trademarks of Advanced Micro Devices, Inc. Other names are for informational purposes only and may be trademarks of their respective owners.

[englishman]

empirico escreveu:

Olá English!

Essa acção está com péssimo aspecto

Sim, empirico. Como disse e referi, o risco é muito alto para este "trade", por isso o stop tão apertado.
Quando refiro muito alto, é porque corresponde a um trade rápido e de baixo montante investido, por ex.
Mas é um título que tem sido "massacrado" e poderá haver alguma resposta aos 14 dólares num rallie de alguns dias (poucos).
Mas enquanto não estiver acima da MM50 dias, é um título perigoso (ou melhor, proibido) para entradas Longas como aliás defendo... ou seja, o ideal seria ver até que ponto poderá haver um rallie e até onde é que este pode ir para, ao sinal dado, entrada Curto.
Mas parece-me um bom momento de entrada, com um R/R muito baixo.

Abraços.
EnglishMan

[atomez]

viva

a AMD, depois de 2 / 3 anos a ganhar market share à Intel deixou-se ultrapassar e investiu fortemente na compra da ATI, o que a curto prazo deu cabo dos resultados

tenho estado a acompanhar este stock porque me parece que está em vias de rebound, mas só a médio prazo (6 - 12 meses) quando lançar novos produtos mais competitivos - chipset gráfico R600 no Q2, e principalmente o quadcore Barcelona no Q3/Q4

entretanto acho que ainda vai cair mais antes de recuperar e portanto será de esperar e ver

[empirico]

Olá English!

Essa acção está com péssimo aspecto

[englishman]

A AMD tem sido muito penalizada em bolsa, ao longo do último ano e nos últimos tempos. Neste momento, está a cotar perto do suporte dos 14.00 e segundo o gráfico parece haver hipóteses de um "rallye" de alguns dias que poderá culminar com o valor de 16.90 que coincide com o valor da MM50 dias e que poderá ser ajustável ao longo das sessões.

Estratégia para AMD (com valor de fecho de ontem)
Posição: Longo
Entrada: valores actuais e acima dos 13.95.
Stop-loss ajustável: valor de fecho inferior a 13.95.
Risco: muito alto.

Nota: o risco não é definido em termos de cálculo de Reward/Risk mas em termos de situação técnica do activo, que nos pode indicar uma maior ou menor segurança na decisão de investimento.

Abraços.
EnglishMan