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2021-10-28

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AMD: Great Results, But One Major Issue Remains<blockquote>AMD：业绩出色，但仍然存在一个主要问题</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":855709271,"tweetId":"855709271","gmtCreate":1635396492239,"gmtModify":1635396492417,"author":{"id":4089162592476240,"idStr":"4089162592476240","authorId":4089162592476240,"authorIdStr":"4089162592476240","name":"W00dy","avatar":"https://static.tigerbbs.com/e321bf45dd05336a6b9f1c27eb0ecde8","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":44,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Like pls, thanks</body></html>","htmlText":"<html><head></head><body>Like pls, thanks</body></html>","text":"Like pls, thanks","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/855709271","repostId":1126125470,"repostType":4,"repost":{"id":"1126125470","kind":"news","pubTimestamp":1635392274,"share":"https://www.laohunote.com/m/news/1126125470?lang=zh_CN&edition=full","pubTime":"2021-10-28 11:37","market":"us","language":"en","title":"AMD: Great Results, But One Major Issue Remains<blockquote>AMD：业绩出色，但仍然存在一个主要问题</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1126125470","media":"Seeking Alpha","summary":"Summary\n\nCompany beats estimates and provides solid guidance.\nImpressive growth set to continue for ","content":"Summary<blockquote>总结</blockquote> <ul> <li>Company beats estimates and provides solid guidance.</li> <li>Impressive growth set to continue for some time.</li> <li>If you believe deal will go through, buy Xilinx instead.</li> </ul> <img src=\"https://static.tigerbbs.com/23e6fc434a2340a2c469f70b4321de65\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\">Vertigo3d/E+ via Getty Images<blockquote><ul><li>公司超出预期并提供可靠的指导。</li><li>令人印象深刻的增长将持续一段时间。</li><li>如果您相信交易会成功，请购买赛灵思。</li></ul>Vertigo3d/E+ 来自盖蒂图片社</blockquote> After the bell on Tuesday, we received&nbsp;third quarter results&nbsp;from chip company Advanced Micro Devices(NASDAQ:AMD). As we've seen in a number of recent quarters, management continues to deliver impressive growth and is clearly increasing its market share. The stock hit a new high going into the report on Tuesday as investors continue to love this name, but there's one major issue that makes this particular name potentially not worth an investment at this time.<blockquote>周二盘后，我们收到了芯片公司 Advanced Micro Devices（纳斯达克股票代码：AMD）的第三季度业绩。正如我们在最近几个季度看到的那样，管理层继续实现令人印象深刻的增长，并且显然正在增加其市场份额。由于投资者继续喜爱这个名字，该股在周二的报告中创下了新高，但有一个主要问题使得这个特定的名字目前可能不值得投资。</blockquote> For Q3, revenues came in at $4.313 billion, which was up 54% over the prior year period. This was the sixth straight beat on the top line, and the fifth straight one of at least $200 million. This revenue number is even more impressive when you consider that at the end of October 2020, the Street wasn't even looking for $3.2 billion in Q3 2021 revenues. Here are the key segment results:<blockquote>第三季度收入为 43.13 亿美元，同比增长 54%。这是连续第六次击败冠军，也是连续第五次击败至少 2 亿美元。当你考虑到 2020 年 10 月底，华尔街甚至没有预计 2021 年第三季度的收入达到 32 亿美元时，这个收入数字就更加令人印象深刻了。以下是关键的细分市场结果：</blockquote> <ul> <li>Enterprise, Embedded and Semi-Custom segment revenue was $1.9 billion, up 69 percent year-over-year and 20 percent quarter-over-quarter.</li> <li>Computing and Graphics segment revenue was $2.4 billion, up 44 percent year-over-year and 7 percent quarter-over-quarter.</li> </ul> On a non-GAAP basis, the company expanded its gross margins by 440 basis points over the prior year period. With operating expense growth not rising as fast as revenues, AMD was able to more than double its operating profit over Q3 2020 levels. On the bottom line, adjusted EPS of $0.73 beat Street estimates by $0.07, and rose nearly 80% from the year ago figure of $0.41.<blockquote><ul><li>企业、嵌入式和半定制部门的收入为19亿美元，同比增长69%，环比增长20%。</li><li>计算和图形部门的收入为24亿美元，同比增长44%，环比增长7%。</li></ul>按非公认会计准则计算，该公司毛利率较上年同期扩大了 440 个基点。由于运营费用增长不如收入增长快，AMD 的营业利润比 2020 年第三季度的水平翻了一番多。底线方面，调整后每股收益为 0.73 美元，比华尔街预期高出 0.07 美元，比去年同期的 0.41 美元增长了近 80%。</blockquote> The company produced $764 million of free cash flow in the period. That was up about half a billion dollars from last year's period, although it was down from the $888 million that was generated in Q2 of this year. Management used most of that cash to repurchase more than 7 million shares of stock for $750 million, which looks pretty good with shares now a bit over $120.<blockquote>该公司在此期间产生了 7.64 亿美元的自由现金流。这比去年同期增加了约 5 亿美元，但低于今年第二季度产生的 8.88 亿美元。管理层用大部分现金以 7.5 亿美元的价格回购了超过 700 万股股票，考虑到目前股价略高于 120 美元，这看起来相当不错。</blockquote> For the fourth quarter of 2021, AMD expects revenue to be approximately $4.5 billion, plus or minus $100 million. This roughly 39% year over year increase was well above the $4.25 billion or nearly 31% growth the Street was looking for. As a result, the full year growth forecast was boosted to 65% from 60%, with management also calling for nice sequential non-GAAP gross margin growth in Q4. AMD should easily be able to top $16 billion in revenue this year, tremendous improvement from the less than $4 billion figure posted in 2015.<blockquote>2021年第四季度，AMD预计收入约为45亿美元，上下浮动1亿美元。这一约 39% 的同比增长远高于华尔街寻求的 42.5 亿美元或近 31% 的增长。因此，全年增长预测从 60% 上调至 65%，管理层还呼吁第四季度非 GAAP 毛利率实现良好的环比增长。AMD今年的收入应该很容易突破160亿美元，比2015年不到40亿美元的数字有了巨大的进步。</blockquote> There is no doubt that AMD is firing on all cylinders right now. Revenue growth continues to beat expectations, and guidance is being raised quarter after quarter. The only problem right now is with the stock itself, and this is because of the pending Xilinx(NASDAQ:XLNX)&nbsp;acquisition. As I have continued to detail, Xilinx shares are&nbsp;trading at a massive discount&nbsp;to the implied deal price. As the chart below shows, the implied discount rose to nearly $40 as of Tuesday's close, the highest level in a couple of months.<blockquote>毫无疑问，AMD现在正在全力以赴。收入增长继续超出预期，指引逐季上调。目前唯一的问题是股票本身，这是因为即将进行的赛灵思（纳斯达克股票代码：XLNX）收购。正如我继续详细说明的那样，赛灵思股票的交易价格比隐含交易价格大幅折扣。如下图所示，截至周二收盘，隐含折扣升至近 40 美元，为几个月来的最高水平。</blockquote> <img src=\"https://static.tigerbbs.com/9cca97b3cf3e9bad577c89b894f33450\" tg-width=\"640\" tg-height=\"367\" width=\"100%\" height=\"auto\">Data sourced from Yahoo! Finance; last data point on chart is 10/26/21<blockquote>数据来自雅虎!金融；图表上的最后一个数据点是10/26/21</blockquote> If you are a long term AMD believer, and you believe the deal will go through, there is just no reason to buy shares of this company right now. Instead of paying roughly $122 currently, you could pay roughly $175 for Xilinx, and that would get you 1.7234 shares of AMD when the deal goes through. AMD management&nbsp;still seems fairly confident&nbsp;that it's only a matter of time before things are finalized. We haven't received any major news lately, so it's just a matter of regulators making sure everything here is fine.<blockquote>如果您是 AMD 的长期信徒，并且您相信交易会成功，那么现在就没有理由购买这家公司的股票。您可以支付大约 175 美元购买 Xilinx，而不是目前支付大约 122 美元，交易完成后，您将获得 1.7234 股 AMD 股票。AMD管理层似乎仍然相当有信心，事情最终敲定只是时间问题。我们最近没有收到任何重大新闻，所以这只是监管机构确保这里一切正常的问题。</blockquote> In the end, AMD delivered another strong quarter, handily beating top and bottom line estimates and giving upside guidance. The stock declined a little in the after-hours session though, as shares had rallied to a new high during Tuesday trading. As great as AMD is right now, I just can't recommend the name if you believe the Xilinx deal will go through, because you are paying a massive premium for shares based on the implied deal price.<blockquote>最终，AMD 又实现了一个强劲的季度业绩，轻松超出了营收和利润预期，并给出了上行指引。不过，该股在盘后交易中小幅下跌，因为该股在周二交易中反弹至新高。尽管 AMD 目前非常出色，但如果您相信 Xilinx 的交易会成功，我无法推荐这个名字，因为您正在根据隐含的交易价格为股票支付巨额溢价。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD: Great Results, But One Major Issue Remains<blockquote>AMD：业绩出色，但仍然存在一个主要问题</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD: Great Results, But One Major Issue Remains<blockquote>AMD：业绩出色，但仍然存在一个主要问题</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nSeeking Alpha2021-10-28 11:37\n\n</h4>\n</header>\n<article>\nSummary<blockquote>总结</blockquote> <ul> <li>Company beats estimates and provides solid guidance.</li> <li>Impressive growth set to continue for some time.</li> <li>If you believe deal will go through, buy Xilinx instead.</li> </ul> <img src=\"https://static.tigerbbs.com/23e6fc434a2340a2c469f70b4321de65\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\">Vertigo3d/E+ via Getty Images<blockquote><ul><li>公司超出预期并提供可靠的指导。</li><li>令人印象深刻的增长将持续一段时间。</li><li>如果您相信交易会成功，请购买赛灵思。</li></ul>Vertigo3d/E+ 来自盖蒂图片社</blockquote> After the bell on Tuesday, we received&nbsp;third quarter results&nbsp;from chip company Advanced Micro Devices(NASDAQ:AMD). As we've seen in a number of recent quarters, management continues to deliver impressive growth and is clearly increasing its market share. The stock hit a new high going into the report on Tuesday as investors continue to love this name, but there's one major issue that makes this particular name potentially not worth an investment at this time.<blockquote>周二盘后，我们收到了芯片公司 Advanced Micro Devices（纳斯达克股票代码：AMD）的第三季度业绩。正如我们在最近几个季度看到的那样，管理层继续实现令人印象深刻的增长，并且显然正在增加其市场份额。由于投资者继续喜爱这个名字，该股在周二的报告中创下了新高，但有一个主要问题使得这个特定的名字目前可能不值得投资。</blockquote> For Q3, revenues came in at $4.313 billion, which was up 54% over the prior year period. This was the sixth straight beat on the top line, and the fifth straight one of at least $200 million. This revenue number is even more impressive when you consider that at the end of October 2020, the Street wasn't even looking for $3.2 billion in Q3 2021 revenues. Here are the key segment results:<blockquote>第三季度收入为 43.13 亿美元，同比增长 54%。这是连续第六次击败冠军，也是连续第五次击败至少 2 亿美元。当你考虑到 2020 年 10 月底，华尔街甚至没有预计 2021 年第三季度的收入达到 32 亿美元时，这个收入数字就更加令人印象深刻了。以下是关键的细分市场结果：</blockquote> <ul> <li>Enterprise, Embedded and Semi-Custom segment revenue was $1.9 billion, up 69 percent year-over-year and 20 percent quarter-over-quarter.</li> <li>Computing and Graphics segment revenue was $2.4 billion, up 44 percent year-over-year and 7 percent quarter-over-quarter.</li> </ul> On a non-GAAP basis, the company expanded its gross margins by 440 basis points over the prior year period. With operating expense growth not rising as fast as revenues, AMD was able to more than double its operating profit over Q3 2020 levels. On the bottom line, adjusted EPS of $0.73 beat Street estimates by $0.07, and rose nearly 80% from the year ago figure of $0.41.<blockquote><ul><li>企业、嵌入式和半定制部门的收入为19亿美元，同比增长69%，环比增长20%。</li><li>计算和图形部门的收入为24亿美元，同比增长44%，环比增长7%。</li></ul>按非公认会计准则计算，该公司毛利率较上年同期扩大了 440 个基点。由于运营费用增长不如收入增长快，AMD 的营业利润比 2020 年第三季度的水平翻了一番多。底线方面，调整后每股收益为 0.73 美元，比华尔街预期高出 0.07 美元，比去年同期的 0.41 美元增长了近 80%。</blockquote> The company produced $764 million of free cash flow in the period. That was up about half a billion dollars from last year's period, although it was down from the $888 million that was generated in Q2 of this year. Management used most of that cash to repurchase more than 7 million shares of stock for $750 million, which looks pretty good with shares now a bit over $120.<blockquote>该公司在此期间产生了 7.64 亿美元的自由现金流。这比去年同期增加了约 5 亿美元，但低于今年第二季度产生的 8.88 亿美元。管理层用大部分现金以 7.5 亿美元的价格回购了超过 700 万股股票，考虑到目前股价略高于 120 美元，这看起来相当不错。</blockquote> For the fourth quarter of 2021, AMD expects revenue to be approximately $4.5 billion, plus or minus $100 million. This roughly 39% year over year increase was well above the $4.25 billion or nearly 31% growth the Street was looking for. As a result, the full year growth forecast was boosted to 65% from 60%, with management also calling for nice sequential non-GAAP gross margin growth in Q4. AMD should easily be able to top $16 billion in revenue this year, tremendous improvement from the less than $4 billion figure posted in 2015.<blockquote>2021年第四季度，AMD预计收入约为45亿美元，上下浮动1亿美元。这一约 39% 的同比增长远高于华尔街寻求的 42.5 亿美元或近 31% 的增长。因此，全年增长预测从 60% 上调至 65%，管理层还呼吁第四季度非 GAAP 毛利率实现良好的环比增长。AMD今年的收入应该很容易突破160亿美元，比2015年不到40亿美元的数字有了巨大的进步。</blockquote> There is no doubt that AMD is firing on all cylinders right now. Revenue growth continues to beat expectations, and guidance is being raised quarter after quarter. The only problem right now is with the stock itself, and this is because of the pending Xilinx(NASDAQ:XLNX)&nbsp;acquisition. As I have continued to detail, Xilinx shares are&nbsp;trading at a massive discount&nbsp;to the implied deal price. As the chart below shows, the implied discount rose to nearly $40 as of Tuesday's close, the highest level in a couple of months.<blockquote>毫无疑问，AMD现在正在全力以赴。收入增长继续超出预期，指引逐季上调。目前唯一的问题是股票本身，这是因为即将进行的赛灵思（纳斯达克股票代码：XLNX）收购。正如我继续详细说明的那样，赛灵思股票的交易价格比隐含交易价格大幅折扣。如下图所示，截至周二收盘，隐含折扣升至近 40 美元，为几个月来的最高水平。</blockquote> <img src=\"https://static.tigerbbs.com/9cca97b3cf3e9bad577c89b894f33450\" tg-width=\"640\" tg-height=\"367\" width=\"100%\" height=\"auto\">Data sourced from Yahoo! Finance; last data point on chart is 10/26/21<blockquote>数据来自雅虎!金融；图表上的最后一个数据点是10/26/21</blockquote> If you are a long term AMD believer, and you believe the deal will go through, there is just no reason to buy shares of this company right now. Instead of paying roughly $122 currently, you could pay roughly $175 for Xilinx, and that would get you 1.7234 shares of AMD when the deal goes through. AMD management&nbsp;still seems fairly confident&nbsp;that it's only a matter of time before things are finalized. We haven't received any major news lately, so it's just a matter of regulators making sure everything here is fine.<blockquote>如果您是 AMD 的长期信徒，并且您相信交易会成功，那么现在就没有理由购买这家公司的股票。您可以支付大约 175 美元购买 Xilinx，而不是目前支付大约 122 美元，交易完成后，您将获得 1.7234 股 AMD 股票。AMD管理层似乎仍然相当有信心，事情最终敲定只是时间问题。我们最近没有收到任何重大新闻，所以这只是监管机构确保这里一切正常的问题。</blockquote> In the end, AMD delivered another strong quarter, handily beating top and bottom line estimates and giving upside guidance. The stock declined a little in the after-hours session though, as shares had rallied to a new high during Tuesday trading. As great as AMD is right now, I just can't recommend the name if you believe the Xilinx deal will go through, because you are paying a massive premium for shares based on the implied deal price.<blockquote>最终，AMD 又实现了一个强劲的季度业绩，轻松超出了营收和利润预期，并给出了上行指引。不过，该股在盘后交易中小幅下跌，因为该股在周二交易中反弹至新高。尽管 AMD 目前非常出色，但如果您相信 Xilinx 的交易会成功，我无法推荐这个名字，因为您正在根据隐含的交易价格为股票支付巨额溢价。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://seekingalpha.com/article/4462473-amd-stock-3q21-results-one-major-issue-remains\">Seeking Alpha</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4462473-amd-stock-3q21-results-one-major-issue-remains","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126125470","content_text":"Summary\n\nCompany beats estimates and provides solid guidance.\nImpressive growth set to continue for some time.\nIf you believe deal will go through, buy Xilinx instead.\n\nVertigo3d/E+ via Getty Images\nAfter the bell on Tuesday, we received third quarter results from chip company Advanced Micro Devices(NASDAQ:AMD). As we've seen in a number of recent quarters, management continues to deliver impressive growth and is clearly increasing its market share. The stock hit a new high going into the report on Tuesday as investors continue to love this name, but there's one major issue that makes this particular name potentially not worth an investment at this time.\nFor Q3, revenues came in at $4.313 billion, which was up 54% over the prior year period. This was the sixth straight beat on the top line, and the fifth straight one of at least $200 million. This revenue number is even more impressive when you consider that at the end of October 2020, the Street wasn't even looking for $3.2 billion in Q3 2021 revenues. Here are the key segment results:\n\nEnterprise, Embedded and Semi-Custom segment revenue was $1.9 billion, up 69 percent year-over-year and 20 percent quarter-over-quarter.\nComputing and Graphics segment revenue was $2.4 billion, up 44 percent year-over-year and 7 percent quarter-over-quarter.\n\nOn a non-GAAP basis, the company expanded its gross margins by 440 basis points over the prior year period. With operating expense growth not rising as fast as revenues, AMD was able to more than double its operating profit over Q3 2020 levels. On the bottom line, adjusted EPS of $0.73 beat Street estimates by $0.07, and rose nearly 80% from the year ago figure of $0.41.\nThe company produced $764 million of free cash flow in the period. That was up about half a billion dollars from last year's period, although it was down from the $888 million that was generated in Q2 of this year. Management used most of that cash to repurchase more than 7 million shares of stock for $750 million, which looks pretty good with shares now a bit over $120.\nFor the fourth quarter of 2021, AMD expects revenue to be approximately $4.5 billion, plus or minus $100 million. This roughly 39% year over year increase was well above the $4.25 billion or nearly 31% growth the Street was looking for. As a result, the full year growth forecast was boosted to 65% from 60%, with management also calling for nice sequential non-GAAP gross margin growth in Q4. AMD should easily be able to top $16 billion in revenue this year, tremendous improvement from the less than $4 billion figure posted in 2015.\nThere is no doubt that AMD is firing on all cylinders right now. Revenue growth continues to beat expectations, and guidance is being raised quarter after quarter. The only problem right now is with the stock itself, and this is because of the pending Xilinx(NASDAQ:XLNX) acquisition. As I have continued to detail, Xilinx shares are trading at a massive discount to the implied deal price. As the chart below shows, the implied discount rose to nearly $40 as of Tuesday's close, the highest level in a couple of months.\nData sourced from Yahoo! Finance; last data point on chart is 10/26/21\nIf you are a long term AMD believer, and you believe the deal will go through, there is just no reason to buy shares of this company right now. Instead of paying roughly $122 currently, you could pay roughly $175 for Xilinx, and that would get you 1.7234 shares of AMD when the deal goes through. AMD management still seems fairly confident that it's only a matter of time before things are finalized. We haven't received any major news lately, so it's just a matter of regulators making sure everything here is fine.\nIn the end, AMD delivered another strong quarter, handily beating top and bottom line estimates and giving upside guidance. The stock declined a little in the after-hours session though, as shares had rallied to a new high during Tuesday trading. As great as AMD is right now, I just can't recommend the name if you believe the Xilinx deal will go through, because you are paying a massive premium for shares based on the implied deal price.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":1037,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":14,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/855709271"}