[mevile]

AMD had poor forcasts and a poor showing though at their last earnings release.

[NicoJuicy]

I think it was just this quarter. I loaded up stocks again. It had a nice decrease in value recently.

They just need more preassembled computer market share.

And with this performance it will happen. Every OEM would be insane to have no AMD.

Servers are also getting AMD again.

In 2000 it was 50, now it's 30 or something, coming from 10.

[rowanG077]

Not sure how that is relevant to this discussion. That earnings release was before the current CPU lineup was released.

[mevile]

The lower forecast makes it relevant. Are they going to blow away their forecast given the response to the new lineup? They weren't able to predict demand? Or did they anticipate, and these increased sales aren't going to move the needle and their forecast was correct?

[rowanG077]

forecast are just that forecasts. They are irrelevant once real data has come out.

[incompatible]

I suppose that's why the market cap is only 31.96B, less than half the value of Uber, although more than Snap Inc.

[gridlockd]

You can't really compare an established semiconductor company that has real earnings with a fantasy of global domination in the transport industry.

If you compare Intel vs AMD based on P/E, there's a lot of growth priced into AMD that has yet to materialize. Don't expect good earnings to push up the stock price even further. In fact, you can expect a drop even after good sales numbers, as traders will use that opportunity to sell.