Advanced Micro Devices, Inc. (AMD)

telcomac99 (27.03) Submitted: 1/23/08 3:19 PM : Start Price: $7.46 AMD Score: -31.43

I think they're about ready to rock and roll after integrating with ATI. The stock is big time beaten down because they've fallen behind a cycle with INTEL and NVDIA. The people at both AMD and the former ATI were great innovators. I think in 6 months to a year they'll be back on top of their game and will put out a show stopper set of chips.

I am an outperform on NVDA as well, but, I think AMD will be stealing market share. Also, I think people are wrong to think that NVDA will be growing margins in the coming months. Their margins are already great and they are going to have to kick it up a notch to stay ahead of AMD, so I think NVDA's margins have peaked, so to speak.

I think AMD will be a steady outperform for the next few years.

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