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

 
The smartphone could come with a 4,200mAh battery
 
New iTunes backup password verification system exists in parallel to the much stronger, older iOS 9 system
 
 
ARM's new Bifrost architecture, which focuses on high-end 4K and VR experiences
 
Apple’s 2017 iPhone could employ the use of Samsung’s Flexible OLED Atomic Layer Deposition Technology
 
Redmond not willing to pay so much for Twitter
 
Foxconn and Pegatron will both be behind the production
 
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 /
HP Slate 7 is a 7-inch Android 4 Tablet PC with good sound
A cost-effective, 7-inch tablet PC from a renowned manufacturer
October 25, 2013 / 4
 
 

News Archive

 
 
SuMoTuWeThFrSa
    123
45678910
11121314151617
18192021222324
252627282930 




Poll

Do you like Windows 10?
or leave your own version in comments (32)