Sunday, 18 November 2012

Companies, stocks and SWOT

I have been involved in investing at low level (money wise)  for few year now. The great crash of 2008 presented a good opportunity to get in - so I took it investing mainly in hardware based tech companies including ARM, IMG, Nvidia, AMD and later Rambus and a few others. I shall be offering my thoughts in the form of a SWOT analysis  on some of the companies I have invested in.


AMD

Strengths
Weaknesses
ATI graphics
Currently the most well-rounded x86 integrated CPU solution
Management
Software support
Internal processes - which causes many product delays and missed cycles and generally poor execution
Opportunities
Threats
Trim management at all levels -  and streamline processes
Integrate more functionality into CPU (Sound, Disk Controllers, Memory)  - further reducing system costs
Themselves
ARM
Intel
Nvidia

APPLE

Strengths
Weaknesses
Brand Loyalty
Solid Platforms
Integrated platforms
Genuine Creativity
Enterprise penetration
Focus on the consumer - cool today gone tomorrow
Development tools in comparison to Microsoft
% of OS PC market in comparison to MS
Opportunities
Threats
Refocus on applying the ‘It just works’ philosophy to other areas instead of the iphone 100
Buy a big software player - i.e. Adobe
Make PC more competitive - add more value through features
Balance the style to substance ratio
Get more platform developers on board - offer discounts and provide better tools to students.
Android
MS
Themselves