AMD: 10% Upside Seen From Expected Desktop Processor Pricing, Share

Tue, 08/03/2010 - 09:14 EDT - Seeking Alpha

AMD
Trefis

Trefis submits:
AMD competes with Intel (NASDAQ:INTC) and nVIDIA (NASDAQ:NVDA) in the PC processor market. We currently have a Trefis price estimate of around $10 for AMD’s stock, about 32% above the current market price of $7.50. Trefis members have created forecasts for two key drivers of AMD’s stock over the last week: (1) Desktop Processor Pricing and (2) Desktop Processor Market Share. The member forecasts suggest AMD’s Desktop Processor Pricing and Desktop Processor Market Share will trend above the Trefis forecast. These projections suggest a combined upside of around 10% for AMD’s stock.Complete Story »

Original article
Login or register to post comments

Higher Expected Notebook Processor Pricing, Market Share Could Boost AMD
Trefis submits: AMD competes with Intel (INTC) and Micron Technology (MU) in notebook processor market.
How Much Apple's Stock Stands to Gain From Higher Mac Desktop Pricing, Market Share
Trefis submits: Apple’s (AAPL) competes with Dell (DELL), HP (HPQ), and Sony Corporation (SNE) in the desktop PC market.
Mobile Processors Lift AMD's Outlook
Trefis submits: Advanced Micro Devices (NYSE:AMD) is keeping itself focused on the growing mobile processor market driven by the surge in popularity for tablets, netbooks and other mobile connected devices.
Potential 2% Intel Upside From Rising Server and Notebook Shipments
Trefis submits: Intel (INTC) competes with AMD and nVIDIA (NVDA) in the notebook and server processors market.
Growing Enterprise Router Market Yields Small Upside for Cisco
Trefis submits: Cisco (CSCO) competes with Juniper (JNPR) and Alcatel-Lucent (ALU) in the router market.
Decline in Search Margins, Slower Internet Growth Could Pull Google’s Stock Down by 13%
Trefis submits: Google (GOOG) competes with Yahoo (YHOO), AOL (AOL), and Microsoft (MSFT) in the search advertising market.
Higher U.S. Margins and Wal-Mart's Stock Price
Trefis submits: Wal-Mart (WMT), which competes with Costco (COST), Target (TGT) and Best Buy
Ford's Market Share Outlook Starting to Look Bullish
Trefis submits: Ford (F) competes with other automotive companies like Daimler AG, Toyota Motor Corp (TM) and Honda Motor Compa (HMC).
Motorola’s Stock Extremely Sensitive to Changes in Mobile Phone Market Share
Trefis submits: We currently have a Trefis price estimate of $7.42 for Motorola’s (MOT) stock, about 4% below the current market price of $7.74.
Verizon: Expect Modest Share Gains and Falling Fees
Trefis submits: Trefis members have created forecasts for two key drivers of Verizon’s (VZ) stock over the last week: (1) Mobile Subscriber Plan Pricing, (2) Verizon Share of Monthly Mobile Subscribers. Their forecasts suggest that both Mobile Subscriber Plan Pricing and Verizon Share of Monthly Mobile Subscribers will rise slightly higher than the Trefis forecast.

Main menu

Secondary menu

AMD: 10% Upside Seen From Expected Desktop Processor Pricing, Share

Related

Latest

User login

Our Blog

Markets Map

Follow Us

Secondary menu