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AMD death watch

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SlowSpyder said:
Stock is up, being in all the consoles is paying off big time, plus a new deal with China gaining them some much needed $.
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Nvidia is foolish for passing on consoles, figuring there wasn't enough profit in it. Even if AMD broke even on it the fact remains everyone making games in the industry will be extremely well versed in squeezing every last drop out of their architecture. That's the kind of thing that can pay off in PC Ports.
 
thesmokingman said:
Damn, that hurts. It just closed at nearly $4.
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Yeah I talked about it the stock market thread sold 4k at 2.83 and 4k at 2.81, very small profit. Actually contemplated buying some at 2.62 on the day of the earning (right before they reported but I was over extended on a few other stocks so I passed). Actually almost bought 11000 shares at their 1 year low of 1.8 a few months ago. Grrrr
 
holden j caufield said:
Yeah I talked about it the stock market thread sold 4k at 2.83 and 4k at 2.81, very small profit. Actually contemplated buying some at 2.62 on the day of the earning (right before they reported but I was over extended on a few other stocks so I passed). Actually almost bought 11000 shares at their 1 year low of 1.8 a few months ago. Grrrr
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Man I've been eyeballing this stock all week, and was waiting for a time to get in, then today I am busy and it rockets. 😛

I don't have enough faith in them to hold long term, especially since they don't pay divs..but I'd take a swing or two.
 
Now is probably not the time to get in. Too many people are buying into the Ryzen release hype and not waiting for the quarterly earnings reports.
 
ultimatebob said:
Now is probably not the time to get in. Too many people are buying into the Ryzen release hype and not waiting for the quarterly earnings reports.
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true. but at the same time, Naples isn't even out yet. Ryzen is a mere fraction of what Naples is supposed to be for AMD this year, and that releases late Q2, IIRC. What Ryzen has shown us, though, is that Naples is at least as good as promised for the server market...performance and value, anyway. There is still plenty of speculation as to how the sector will respond and if they will turn over and commit long-term to AMD.
 
zinfamous said:
true. but at the same time, Naples isn't even out yet. Ryzen is a mere fraction of what Naples is supposed to be for AMD this year, and that releases late Q2, IIRC. What Ryzen has shown us, though, is that Naples is at least as good as promised for the server market...performance and value, anyway. There is still plenty of speculation as to how the sector will respond and if they will turn over and commit long-term to AMD.
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Traditionally, server manufacturers have been fearful to build servers with AMD processors. Enterprise customers have been even more fearful of buying them. They want stability more than anything else, and AMD has had issues with that in the past. Most of the Linux and VMWare admins I know will cringe if you mention the word "Opteron" to them, as they'll have flashbacks to the Red Hat kernel panics and VMWare purple screens of death that needed to be fixed by software patches and BIOS updates. I do not think that you'll see a big immediate revenue increase there, as those customers won't be lining up to buy a bunch of processors on release day.

That said, if they could get some cloud hosting provider wins, it would greatly help their bottom line. Many of the cloud hosting providers complete hard on price, so cheap multicore processors will make them happy.
 
ultimatebob said:
Traditionally, server manufacturers have been fearful to build servers with AMD processors. Enterprise customers have been even more fearful of buying them. They want stability more than anything else, and AMD has had issues with that in the past. Most of the Linux and VMWare admins I know will cringe if you mention the word "Opteron" to them, as they'll have flashbacks to the Red Hat kernel panics and VMWare purple screens of death that needed to be fixed by software patches and BIOS updates. I do not think that you'll see a big immediate revenue increase there, as those customers won't be lining up to buy a bunch of processors on release day.

That said, if they could get some cloud hosting provider wins, it would greatly help their bottom line. Many of the cloud hosting providers complete hard on price, so cheap multicore processors will make them happy.
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agreed, and I'm certainly not as familiar with those on-the-ground issues as you are, but AMD is currently at, what, 0-1% market share in this sector? 😀

They really only need 5% gain in market share to declare success, and 10-15% to declare a real win. That can't be too hard, can it?

I think those Opteron days saw them at 20-25% market share, and despite those issues, those were still great performers. There is a new culture at AMD and while I understand that doesn't translate to immediate gains with no results to point to, but there is a pretty solid tail wind over the last year and a half regarding their internal restructuring, debt mitigation, and unconscionable performance gains considering their deplorable R&D budget.
 
Meh.... I'll admit it, Zen was a better product than I thought it would be. AMD sure cut it close on that one, though. If that project had slipped for another 18 months or so, they probably would have gone bankrupt.
 
ultimatebob said:
Meh.... I'll admit it, Zen was a better product than I thought it would be. AMD sure cut it close on that one, though. If that project had slipped for another 18 months or so, they probably would have gone bankrupt.
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Sure helped that Intel 10nm crapped the bed so hard.
 
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