About Cabling Installation & Maintenance

Our mission: Bringing practical business and technical intelligence to today's structured cabling professionals

For more than 30 years, Cabling Installation & Maintenance has provided useful, practical information to professionals responsible for the specification, design, installation and management of structured cabling systems serving enterprise, data center and other environments. These professionals are challenged to stay informed of constantly evolving standards, system-design and installation approaches, product and system capabilities, technologies, as well as applications that rely on high-performance structured cabling systems. Our editors synthesize these complex issues into multiple information products. This portfolio of information products provides concrete detail that improves the efficiency of day-to-day operations, and equips cabling professionals with the perspective that enables strategic planning for networks’ optimum long-term performance.

Throughout our annual magazine, weekly email newsletters and 24/7/365 website, Cabling Installation & Maintenance digs into the essential topics our audience focuses on.

  • Design, Installation and Testing: We explain the bottom-up design of cabling systems, from case histories of actual projects to solutions for specific problems or aspects of the design process. We also look at specific installations using a case-history approach to highlight challenging problems, solutions and unique features. Additionally, we examine evolving test-and-measurement technologies and techniques designed to address the standards-governed and practical-use performance requirements of cabling systems.
  • Technology: We evaluate product innovations and technology trends as they impact a particular product class through interviews with manufacturers, installers and users, as well as contributed articles from subject-matter experts.
  • Data Center: Cabling Installation & Maintenance takes an in-depth look at design and installation workmanship issues as well as the unique technology being deployed specifically for data centers.
  • Physical Security: Focusing on the areas in which security and IT—and the infrastructure for both—interlock and overlap, we pay specific attention to Internet Protocol’s influence over the development of security applications.
  • Standards: Tracking the activities of North American and international standards-making organizations, we provide updates on specifications that are in-progress, looking forward to how they will affect cabling-system design and installation. We also produce articles explaining the practical aspects of designing and installing cabling systems in accordance with the specifications of established standards.

Cabling Installation & Maintenance is published by Endeavor Business Media, a division of EndeavorB2B.

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A 50% upside for AMD? Here’s how

AMD stock price

Advanced Micro Devices (NASDAQ: AMD) isn’t getting the attention some stocks in the semiconductor industry are, but it should not be counted out. Multiple factors suggest a solid upside in 2024; it could top 50% by year-end. Among the factors are the rise of AI, demand for data center infrastructure, AI at the edge and normalization in end markets that has the entire industry on track for growth. The latest data from the SIA suggests semiconductor revenue growth will top 13% for the year, led by AI. 

The takeaway for investors is that AMD’s outlook for 2024 is sufficient to keep the stock advancing but underestimates the potential for gains. Analysts forecast a mere 17% revenue growth, solid enough on its own, but this is pale compared to the gains posted by NVIDIA (NASDAQ: NVDA)

NVIDIA is the leader in data centers and AI accelerators but cannot meet demand, sending its revenue up triple digits. NVIDIA’s inability to meet the demand for chips was seen clearly in Oracle’s (NYSE: ORCL) FQ2/CQ3 results, which fell short of consensus due to insufficient capacity and a shortfall of chips, not because of demand for its cloud-based services. That is an opportunity for AMD to gain market share that it will not let slip by. 

Advanced Micro Devices aims to take share from NVIDIA

Advanced Micro Devices MI300 line is coming into availability soon. Lenovo (OTCMKTS: LNVGY) recently announced support for the series, with planned availability in the first half of the year. Demand for the chips is expected to be solid, with names like Oracle, Lenovo, Dell (NYSE: DELL), Microsoft (NASDAQ: MSFT), Meta Platforms (NASDAQ: META) and others on board. Advanced Micro Devices should easily exceed CEO Lisa Su’s forecast for $2 billion in sales in the first year as it nabs market share from NVIDIA. 

The risk is manufacturing. NVIDIA and Advanced Micro Devices rely heavily on Taiwan Semiconductor Manufacturing (NYSE: TSM) for their advanced AI chip manufacturing. Taiwan Semiconductor has already stated that it will be well into 2025 before it can catch up with AI demand, posing a hurdle for NVIDIA and AMD. 

However, AMD relies less on Taiwan-based manufacturers for its advanced packaging; instead, it turns to China-based Tongfu Microelectronics, which may make all the difference. Taiwan Semiconductor is reportedly outsourcing some of its processes, which may lengthen lead times for NVIDIA.

Analysts lead Advanced Micro Devices share price upward

Analyst's activity in AMD stock is bullish and leading the market higher. The company received some mixed reviews in 2023 but the trend in sentiment has the consensus edging up from Moderate Buy to Buy and the price target up 45% YOY. The consensus target is up 5% in January and is likely to move higher, based on the chatter. 

Takeaways from reports issued by Barclays (NYSE: BCS), Goldman Sachs (NYSE: GS), Bank of America (NYSE: BAC), and Wells Fargo (NYSE: WFC) suggest the 2nd wave of AI is upon us; AMD is a strategic opportunity with significant upside potential in Q1 and a top-10 efficient growth stock supported by secular tailwinds. The only negative detail is that the consensus price target lags the market, but the trend in sentiment offsets it. 

The latest price revisions include the highest target of $141, which is 45% above current market action and leading the market. Because AMD’s Q4 forecasts are tepid, the company will likely outperform consensus forecasts for revenue and earnings and sustain the trend in upward price target revisions. 

The technical outlook points to a 50% upside

All else aside, the price action in AMD is robust and points to at least a 50% upside. The price action in 2023 was tepid; the stock corrected but put in a solid bottom and bounced higher in the 2nd half. That bounce produced a strong rally that increased the price by 51% or about $50. Projecting those gains onto the consolidation and continuation pattern that is forming now gives a target of $200 to $217, aligning with the high end of the analysts' range and a 33% to 50% upside. 

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