Swap into AMD shares and out of Intel

AMD logoA prominent financial analyst is advising investors to swap into AMD shares and out of Intel.

According to Craig Berger of FBR Capital, AMD “should gain both desktop and notebook processor market share” with the help of Hewlett-Packard and Acer.

Although Berger emphasized he wasn’t "negative"” about Intel, the analyst pointed out that Fusion APU pricing is approximately 10%-15% below Intel’s competing Sandy Bridge line - which doesn’t even support DX11.

"We are not negative on Intel near $22, we just want to limit exposure to PC chip stocks, while recognizing the potential for more earnings growth with AMD in the second half of 2011.”

To be sure, Berger estimates AMD can boost its CPU market share by 3-5 percentage points, "possibly adding $900 million to $1.5 billion of annual revenues and 40-60 cents a share in profits."

However, the analyst was careful to note Intel has "major scale, manufacturing and costs advantages" over AMD, and was undoubtedly capable of "squashing" Fusion with more aggressive pricing.

Thus, the AMD call remains "largely tactical in nature and less of a long-term investment."

Source: TG Daily

Tags: AMD, Intel

Comments
Add comment

Your name:
Sign in with:
or
Your comment:


Enter code:

E-mail (not required)
E-mail will not be disclosed to the third party


Last news

 
As partners begin to talk about X50 solutions, Qualcomm is already touting the X55
 
Apple will continue with three iPhones lineup in 2019 with two OLED models and an LCD model
 
 
The speeds they offer and the prices they charge tend to be broadly similar
 
Apple hasn't applied for a medical device license application yet
 
The beginning of the end for physical discs?
 
Intel will recruit roughly 100 engineers from the Indian company to join Intel's graphics division
 
Coin miners discovered in eight different applications
The Samsung Galaxy A5 (2017) Review
The evolution of the successful smartphone, now with a waterproof body and USB Type-C
February 7, 2017 /
Samsung Galaxy TabPro S - a tablet with the Windows-keyboard
The first Windows-tablet with the 12-inch display Super AMOLED
June 7, 2016 /
Keyboards for iOS
Ten iOS keyboards review
July 18, 2015 /
Samsung E1200 Mobile Phone Review
A cheap phone with a good screen
March 8, 2015 / 4
Creative Sound Blaster Z sound card review
Good sound for those who are not satisfied with the onboard solution
September 25, 2014 / 2
Samsung Galaxy Gear: Smartwatch at High Price
The first smartwatch from Samsung - almost a smartphone with a small body
December 19, 2013 /
 
 

News Archive

 
 
SuMoTuWeThFrSa
     12
3456789
10111213141516
17181920212223
2425262728  




Poll

Do you use microSD card with your phone?
or leave your own version in comments (14)