Shintai said: The stock is only going up due to upgrades on the premise that Intel and NVidia is doing well then AMD must as well. So as fast as it went up it can go down. So plan the exit so you come out with profit. Click to expand...

Well, they're going up due to years of bad business practices being turned around. They're still worth a fraction of what NVIDIA and Intel are, but they're paying off debt and at least keeping a foot in the race. They've stopped trying to straight up beat Intel and NVIDIA and are looking to compete at the lower level while getting their fingers in every pie they can find. The Intel deal could be great, of course, but they're also in both console systems, they've been closing out a bunch of good sized custom chip deals, they're moving into both Google and Ali Baba's cloud platforms....and they still have Zen and Vega on tap.They don't HAVE to be better than Intel or NVidia. They need to be 90% as good at 80% of the price. And IF Zen overachieves and actually beats Intel in some areas, look out. AMD stock has exploded in the past when they've had superior products, ie. the early Athlon and early x64/multicore days. Same thing for Vega. The RX480 got them a ton of sales and it's a great example of the model.With that said, there's room for everyone. I use whatever gives me the best value at the time. Right now AMD CPUs and mobile GPU lines kind of suck, so my desktop is a Haswell with an RX480 and my laptop is a Skylake with a GTX1060....when Zen and Vega come out I hope to be able to re-do my desktop situation a bit. But this is the way MOST consumers are. Not brand driven, value driven. And If AMD can nail their price points there is plenty of room for them.