一隻可能的熱門大牛股

AMD

大家可能還記得我在AMD股價在33-34時試圖建倉，後來發現時機不對，隻好暫時放棄。要弄清為什麽AMD有巨大成長潛力，你必須知道amd,nvda,intel和ati的技術，產品和他們之間的關係。打中文實在太累了，還是用英文吧。

Please pay attention to the stock price movement of AMD after the AMD/ATI merger announced on July 24. It clearly indicates that Wall Street has recognized the significant change AMD/ATI merger will bring to the industry. What drives AMD to spend $5.4B to acquire ATI. Besides the graphic chip (GPU), core logic chip sets, chips for PDA, Cell phone and TV business, the most significant potential would be integrating the two most complicated chip technology (CPU and GPU) into new CPU architecture. You may have to have the knowledge about CPU/GPU in order to understand the possibility and potential.

Advantages for AMD:
1. AMD may have CPU with features/technology that Intel has no capability to develop。 GPU design is very complicated and Intel gave up already years ago.
2. AMD can compete with intel with top-to-bottom products, CPU, GPU, Core Logic chip set. Broader market and more revenue.

I know somebody will argue that Intel has Conroe2Due chip available now, which is faster and more power efficent than AMD
current CPU. Yes, it is true. But AMD will still be gaining market share within the next year. The reason is it takes time
for Intel to catch up with the mass production of chip for the market. During the next 2 or 3 Q, comsumers will definitely
choose Athelon 64 over P4, because Conroe2Due might be in back order (and more expensive?) most of the time. That is why
Conroe2Due could not lift intel's stock price.

BTW, if you are interested in looking at the 5-year chart, you can find out when usually AMD was turning around each year. AMD stock price dropped from 42 to 17 within few months was amazing, all because of the price war intel initiated.

I am not pumping, just sharing opinions.

Full disclosure: I bought AMD yesterday and today.

The following link is an article published when "AMD acquiring ATI" was still a rumor. Just for background reference. The author also mentioned some disadvantages.
AMD acquires ATI

[wuwei129]

耐心的鷹,能不能再評價一下AMD? 我打算建倉