t**********s
发帖数: 2968 | 1 Bank Of America: AMD, Cavium And Cypress Could All See 50% Upside
Bank of America said in a note on Wednesday Cypress Semiconductor
Corporation
CY 0.83%
, Cavium Inc
CAVM 0.47%
and Advanced Micro Devices, Inc.
AMD 2.74%
are all positioned to generate 50+ percent upside potential upside, taking
advantage of technology inflexions and a more constructive pricing
environment. These two positive aspects were the corollary of the intense
consolidation in the past three years, the firm added.
The firm named these three companies as its top mid-cap semis. The firm
noted that three companies are recovering from prior missteps, slow-downs
and product transitions that created slowdowns and investor skepticism that
has still to be corrected.
Analysts Vivek Arya and Adam Gonzalez said they are above-consensus on these
companies and have Street-high price objective.
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Gaming, Server: AMD's Focus
Bank of America believes AMD is the only vendor which can challenge Intel in
the $30 billion PCs/Servers market and NVIDIA Corporation
NVDA 0.33%
in the $20 billion market for graphics processors in gaming and AI. Of
these two addressable markets, the firm believes AMD has only 4 percent
value share.
The firm is of the view that the Street is still harping on the company's
past execution steps and in the process missing the growth potential in its
highly competitive product pipeline under a relatively new and focused
management team.
Bank of America believes the sales of the Ryzen gaming PC chip and Vega high
-end graphics chips, both focusing on the gaming markets to be the next
catalysts. In a bull-case scenario, the firm estimates earnings power of $1+.
Bank of America has a Buy rating and a $16.50 price objective for the shares
of AMD.
At Last Check
Cavium was up 0.13 percent at $67.45.
Cypress Semiconductor was adding 1 percent at $13.57.
AMD was slipping 3.38 percent at $14.45.
https://www.benzinga.com/analyst-ratings/analyst-color/17/03/9120542/bank-of
-america-amd-cavium-and-cypress-could-all-see-50-?utm_campaign=partner_feed&
utm_source=yahooFinance&utm_medium=partner_feed&utm_content=site | D*********e
发帖数: 646 | | t**********s
发帖数: 2968 | 3
早就想买，苦于现在帐上已没钱了。下周看情况或买一些。
【在 D*********e 的大作中提到】
: 靠谱 cypress很好
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