AMD on the road to recovery.

[4K8KW10]

I wouldn't bother with a X version. First, because I can overclock the chip myself for free, and second, because the performance difference isn't worth it.

 

[LePhuronn]

I wouldn't bother with a X version. First, because I can overclock the chip myself for free, and second, because the performance difference isn't worth it.

But you're not an average user, are you. Which is entirely the point I was making. If every PC owner knew how, or were inclined to, overclock then there wouldn't be any need for X series Ryzen CPUs. But until that day, there will always be some form of extra binned product with the best clocks.

 

[Wommers]

The time to buy AMD stock was just before the ryzen release

 

[Wommers]

The 2700 was not a good buy compared to the 2700x as there was only arpund £30 difference in launch price, while the 2700x is better binned and comes with a much better stock cooler.

 

[DarrenM343]

Good news for AMD today. AMD to power Googles game streaming service. Investors like the news too, shares up 12%

 

[humbug]

Good news for AMD today. AMD to power Googles game streaming service. Investors like the news too, shares up 12%

It seems AMD are partnering with Google to build a 10.7TF GPU for Googles Stadia Cloud Gaming Service, this is pretty big for AMD.

https://techcrunch.com/2019/03/19/g...NvbS8&guce_referrer_cs=U7utMJ9Nf6BNO1VgY3PZ4Q

 

[Nelly]

No bias with this guy, just tells it how it really is one way or another.

 

[LePhuronn]

...I really don't see how this new gaming platform can fail...

Apart from heavily metered connections in the US, throttle-happy ISPs in the UK, insufficient bandwidth pretty much everywhere to deliver 60fps content, the big push (rightly or wrongly) for players to move past 60Hz on their gaming screens, the grotesque latency you'll see in controls, the fact that latency will immediately preclude any genre that requires quick input from a satisfactory experience, no game modding, the fact that consoles already exist, etc. etc.

It's not a checkmate move. Google will do this to make money. Yes, they like a lot of open source and sharing which mates very well with AMD, but I bet you the second Intel turn around and offer "good enough" servers for less money than AMD they'll jump. The second Intel or Nvidia offer "good enough" GPUs for less money they'll jump.

 

[Skynet5]

Hmm... Who is that guy in the video?

Render farms will reduce market capitalisation I imagine. No one wants that, least the investors.

It's another avenue, but will not replace the home GPU revenue stream

 

[Beren]

Says who? What is the home user revenue stream compared to the number of gamers that could be tapped into this way and therefore the overall market size.

 

[Skynet5]

Says who? What is the home user revenue stream compared to the number of gamers that could be tapped into this way and therefore the overall market size.

I do.

 

[EsaT]

Apart from heavily metered connections in the US, throttle-happy ISPs in the UK, insufficient bandwidth pretty much everywhere to deliver 60fps content, the big push (rightly or wrongly) for players to move past 60Hz on their gaming screens, the grotesque latency you'll see in controls, the fact that latency will immediately preclude any genre that requires quick input from a satisfactory experience, no game modding, the fact that consoles already exist, etc. etc.

You forgot fashionable mobile/wireless "broadband" networks pushed to people relying on not too many people using it at same time.

 

[4K8KW10]

AMD All Set To Capture 10% of the Total Server CPU Market by 2020, Report Indicates – Will Secure More Deals With 7nm EPYC CPUs Due To Strong Price / Performance Leadership https://wccftech.com/amd-epyc-server-cpu-7nm-market-share-2020-report/

 

[4K8KW10]

AMD shares pop after analyst predicts 'rapidly improving profitability' and 20% rally https://www.cnbc.com/2019/04/03/amd...ghlights-rapidly-improving-profitability.html

 

[humbug]

Nice

 

[NinjaCool]

Mindfactory sales data for March 2019

AMD is keeping up the momentum at Mindfactory with a nice increase in sales compared to February.

 

[humbug]

BofAML raises AMD on margin potential

Bank of America Merrill Lynch reiterates a Buy rating on AMD (AMD -1.7%) and raises its PT from $30 to $35 saying that while cyclical headwinds exist for H1, gross margins are expected to expand in 2020.

Analyst Vivek Arya cites the "potential for more benign price competition with key rival Intel (INTC -0.3%)," where the new management is more focused on FCF and 5G than pressuring AMD on pricing.

https://seekingalpha.com/news/3449039-bofaml-raises-amd-margin-potential#email_link

 

[humbug]

Cowen raises AMD on better positioning

Cowen raises its AMD (NASDAQ:AMD) price target from $28 to $33 citing increased confidence in its competitive position against Intel (NASDAQ:INTC).

The firm believes near-term product launches will inflect in H2, showing early signs of long-term EPS and revenue power.

Cowen thinks AMD can take a more material portion of 7nm x86 PC and CPU TAM.

Rating maintained at Outperform.

AMD is expected to report earnings on April 24. Analysts estimate $1.26B in revenue with $0.06 EPS.

AMD shares are up 0.9% pre-market to $27.49.

https://seekingalpha.com/news/3449623-cowen-raises-amd-better-positioning#email_link

 

[4K8KW10]

Mindfactory sales data for March 2019

AMD is keeping up the momentum at Mindfactory with a nice increase in sales compared to February.

Ryzen 5 2600 is the top seller

 

[NinjaCool]

AMD 7nm chips for next-generation PlayStation to be ready in 3Q20
https://www.digitimes.com/news/a20190416PD205.html

"With GlobalFoundries abandoning the development of 7nm process, AMD has been outsourcing 7nm chip production to Taiwan Semiconductor Manufacturing Company (TSMC)"
"Volumes are expected to make AMD one of the top clients of the Taiwan-based foundry."