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Technology Stocks : AMD, ARMH, INTC, NVDA -- Ignore unavailable to you. Want to Upgrade?

To: THE WATSONYOUTH who wrote (35294)

2/21/2020 4:55:57 PM

From: Vattila

Read Replies (1) | Respond to of 73070

And who would have thought that AMD would hold up above $50 in light of all this FUD about viruses, market valuation and pending recession. It is astonishing how the sentiment towards AMD has changed.

It looks like we have truly entered my "Stable" scenario now.

AMD longterm prospects (3-5 years)	Revenue	Gross margin	EPS	Market cap.	Stock price	Likelihood
Pessimistic: Fades away, overtaken by competitors	<$6B	<40%	<$0.25	<$30B	<$25	10%
Precarious: Stays an underdog, fighting at current levels	$6-8B	40-45%	$0.25-1	$30B-60B	$25-50	20%
Stable: Respected competitor, solid profitability and market share	$8B-16B	45-50%	$1-4	$60B-120B	$50-100	40%
Optimistic: Matches Nvidia size business, best-in-class profitable niches	$16B-32B	50-55%	$4-8	$120B-240B	$100-200	20%
Pie-in-the-sky: Overtakes competitors, leading innovation/markets	$32B+	55%+	$8+	$240B+	$200+	10%