Austin Craig sagt "Helme kaufen" - Mega-Rakete startet Mitte April:
"We are in a quiet period but the hype storm will come in mid April."
und zwar wegen:
"1. April 11th is the launch of Ryzen 5. Expect several big OEMs (Dell, HP, and Lenovo) to make announcements.
2. Earnings are due in the latter part of April. We should have just a little bit of Ryzen sales mixed into this. Look for a beat on revenue.
3. Radeon 500 series GPU refresh. Basically, it is just the 400 series given a fresh coat of paint and some minor optimizations. Rumors point to a 6% increase in speed.
4. Come June (give or take) we should be seeing a lot more news about AMD's high-end GPU Vega. Some speculate they will beat Nvidia (NASDAQ:NVDA) while others say they will lose. In the end - it all comes down to price vs performance and will customers actually buy it. It does the company no good if it is priced out of 99.7% of the population.
5. Naples server CPU. AMD will return to the high-margin server market to take on Intel (NASDAQ:INTC). Expect wins here and the subsequent PR hype this summer."
seekingalpha.com/article/4057498-amd-afraid-ask