Discussion in 'Article Discussion' started by bit-tech, 25 Oct 2017.
Positive news I hope they go from strength to strength!
Be interesting to know the breakdown of exactly how much was pulled in from Ryzen sales vs GPU's, but good news nonetheless!
Now they just gotta keep the momentum up - they woke the giant, now they have to stay one step in front. If they can get Zen+ out on time, and be able to do it while claiming superiority with 12nm vs 14nm (purely for marketing potential) and better price-per-core, they can really make strides through 2018. If they pull another Vega, Intel will punish them for it...
I REALLY hope they can keep up the competition, it's been so nice to see that Intel was forced to actually do some of the things consumers have been asking for for years, but held back on just to rip off their customers. If you look at how fast they put out their new series, it just shows that they already had the tech, but would rather sell cheaper chips at high prices with small jumps in the actual performance. If i was to do a build right now, i would go for AMD, just for the breath of fresh air. Would love to get a Threadripper system, but the financial queen says... NO!!!
I just really hope that they OC better. If they can hit 4.3 to 4.5 pretty reliably, they've got this in the bag and I will buy another chip without question.
So company turns a healthy profit for fist time in years, re-takes a small chunk of market share and gets praise from industry experts and consumers all over the world....
Share price drops like a rock.
Someone care to explain that?
I believe it was due to the prediction that future income would be lower until new products and due to the demand of GPUs for cryptocurrency going down.
Stock price is not based on what the company is doing NOW but what it's expected to achieve in the future.
So, they got "40-50% in some etailers", and only just scraped into the black - so what is the growth potential from here? Expectations are not so much, given Intel has also launched cheaper quad/hexa to compete.
Server + notebook are a much harder uphill struggle - AMD has never ever had a notebook market and that is more important than PC in terms of shipping ASP/margin. Server is a long time growth prospect, but Intel is more competitive here and has many long-term contracts in place. APUs are late so Q4 will be bad, GloFo's 12nm won't be early for Zen+, and Vega was a turd so bets are on Vega 11/20 unlikely to beat NV 2000 series. NV also has a closer relationship and experience with TSMC's 12nm, whereas AMD is on the backfoot going from GloFo back to TSMC on graphics.
A few analysts I follow claimed AMD is a favourite target of short sellers and hedge funds. Apparently they are also evangelized to some degree by looking at Intel's profits and saying 'they are the only other x86 vendor and they are now competitive therefore BILLIONS!' They don't know the nuances of the PC industry and expect to see a comeback that's far beyond what's really possible.
I was reading it was also because people were expecting a bigger increase in profits than what AMD reported, what stock markets do seems really weird to me though.
Dude, it's right there in the article.
If you had a bunch of cash tied up in a company and it said "hey, we're expecting to do 15 percent worse next quarter," wouldn't you be a bit antsy about that?
If it was a company like Intel or Nvidia, who have consistently increased revenue QOQ then probably, yeah. But 15% worse than the best quarter in years is still in the black... But this is why I don't play with stocks and shares
Ah, yes, the results of marketing being in control of your product offerings instead of engineering.
There are only a couple of reasons why a part should be reliably overclockable to a significant degree.
1. They are being intentionally mislabeled so that enthusiasts can "overclock" them to their actual supported speed.
1b. They are being underrated to ensure they meet a power-efficiency goal.
2. They are being underrated to create an artificial shortage of high-performance parts that enables higher pricing and larger profit margins(AKA the Intel plan).
The only reason Intel are still ahead is due to higher clock speeds... so yes, I hope they can go higher and catch up.
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