04-09-2017, 05:26 AM
Second, a major factor behind AMD's share price outperformance is its peerless leadership strategy. CEO Lisa Su's plan of matching product performance with Intel, at cheaper price points has worked. In fact, this is only the beginning.
3 Reasons Investors Should Hold On to Advanced Micro Devices - TheStreet
Third, Advanced Micro Devices' ability to balance pricing and competitive performance has been fairly impressive. We believe AMD is still in the early stages of its multiyear turnaround. The ongoing GPU unit share recovery in lower-market segments, collaborations with Microsoft (MSFT) , the potential to gain a stronger foothold in graphics and game development, as well as VR technologies via Radeon, are all positive signals.
3 Reasons Investors Should Hold On to Advanced Micro Devices - Pg.2 - TheStreet
The primary counterargument to the AMD (NASDAQ:AMD) investment thesis is the sustainability of AMD's product roadmap over the next five years. Analysts argue that AMD could struggle to keep pace with Intel (NASDAQ:INTC) over the long run, as history is on the side of Intel and not AMD. However, it's worth noting recent delays over at Intel with regards to 10nm, as Krzanich mentioned at its 2017 investor day that volume production will be delayed to first half 2018 with limited availability in Q4'17. It's worth fleshing out the product roadmap and whether AMD can keep within respectable striking distance to Intel.