AMD : Unlimited Growth
There is one small detail people may have missed during AMD's earnings call. AMD will say bye to SOI. According to interim CEO Technology: Fusion for server, desktop, notebook, media center, tablet and game console -- one chip low power solution
Competition : years behind, poses no foreseeable challenge
FAB capacity: unlimited, with GlobalFoundries and TSMC bulk process
UP potential: New CEO, Bulldozer desktop, Bulldozer server, Trinity, Tablet, ARM license, Apple...
Price Target: $$$
The writing is on the wall. Even perpetual naysayer Hans Mosesmann upgraded AMD to "outperform", saying “[APU] is an important segment of the market in which AMD can expand into areas such as tablets and even smartphones over time."