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$Advanced Micro Devices (AMD.US)$[Share Link: AMD AM5 & AM4 ...
$Advanced Micro Devices (AMD.US)$ AMD AM5 & AM4 Platforms Dominate Intel By A Huge Margin In Germany But Intel Motherboard Sales Refuse To Grow On top of being Nvidia underdog, it is gradually eating up intel market shares, there is alot of room for AMD to grow
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digimonX : This is also what I said while responding to some guy spreading FUD abt AMD's next quarter result looking ugly because micron said demand for consumer products ie smartphone & PC being weak.
Firstly, there are more smartphone units sold worldwide as compared to pc & notebooks. Relative percentage is very much lower for pc/notebook market. Impact should therefore also be lower.
Secondly, Intel holds a bigger marketshare in pc & notebook sales (est 65% - 70%). Although the overall market demand is lower, AMD can still take share from Intel, which is exactly what articles like above show.
xiaoswee OP digimonX : finally someone who speaks in non casino language here. AMD next er is still uncertain imo, they do not have capacity to ramp up the guidance at least after q2 next year, the wild card is their Data centre revenue. For AMD full recovery n peak performance, I am anticipating to be q4 onwards due to win10 eol in oct, n win11 requiring new hardware to upgrade
digimonX xiaoswee OP : AMD's next ER will be in the ballpark that Lisa Su guided. I bet they will beat slightly as always. She has always sounded prudent, which makes it unexciting for many.
Client PC/notebook market is seasonality strongest in Q4 (holiday shopping). Therefore, the outlook for Q1 should be lower, again due to seasonality. This pattern is known for years. We just have to see if wallstreet (& the FUDsters here) makes an issue out of it as if AMD is facing demand destruction & the sky is falling.
The main point that we can generalise from wallstreet's reaction to ERs recently is guidance. Companies can beat the reporting quarter's numbers but if the guidance is lower (although slightly), we see a sell-off. I hope Lisa & gang learned abt this & at least guide as per consensus. No point giving a mid-point number that is lower than consensus with a plus minus $50m, aiming to beat next quarter & immediately suffer a major sell-off. They might as well guide according to consensus with a lower variation, say plus minus $25m or something like that. Lisa & gang need to learn how to manage wallstreet in order to preserve shareholder interest & value. Personally, I feel they could have come out more to drum up the good things that they do. They have been too quiet.
xiaoswee OP digimonX : yes totally agree, they could have guided more and missed abit on actual, the market will most likely be happy. I feel the current performance should be taken into consideration in valuation against current price, if hyper focus continues to stay on guidance, even the most outperforming companies will continue to stay under valued.