Caporegime
Instead of bumping years old doom and gloom AMD financials threads over and over again i thought a new thread was needed, a thread that was more relevant to AMD's current situation which for the past year or so has been a story of not only recovery but now also starting to move into a position of strength.
With that said since Ryzen AMD's revenue it up about 70% from just under $1bn a quarter to about $1.7bn a quarter, their R&D spend is up 25% and over this year for the first time in years AMD are in Net Profit, to the tune of about $200m so far this year.
It is fair to say that as far as Intel are concerned they have lived in a bubble with their only rival (AMD) of no consequence what-so-ever.
As a result we have had a serious lack of competition, Intel have spent the last 5 years or so re-hashing what are basically the same 4 core CPU's over and over again, with one exception of adding a DDR4 memory controller.
In my mind Intel would not have launched 6 core CPU's when they did in the form of the 8700K, if at all, certainly i do not believe the upcoming 8 core Coffeelake was on their radar at all and is as a direct result of Ryzen.
Intel's bubble has burst
This feeling is now also starting to creep in amongst experts, i'm not saying its significant beyond the fact that for the first time in probably more than a decade Intel's stock value has been down graded for reasons Citing a better outlook for AMD, there are many other agencies and this feeling is not yet wide spread but it does mark an end to Intel's infallibility perception.
BofAML Downgrades Intel from $62 to $56, Intel shares down 10% https://seekingalpha.com/news/3374975-bofaml-downgrades-intel-another-10nm-chip-delay#email_link
AMD's shares on the rise now approaching $20
https://seekingalpha.com/symbol/AMD
With that said since Ryzen AMD's revenue it up about 70% from just under $1bn a quarter to about $1.7bn a quarter, their R&D spend is up 25% and over this year for the first time in years AMD are in Net Profit, to the tune of about $200m so far this year.
It is fair to say that as far as Intel are concerned they have lived in a bubble with their only rival (AMD) of no consequence what-so-ever.
As a result we have had a serious lack of competition, Intel have spent the last 5 years or so re-hashing what are basically the same 4 core CPU's over and over again, with one exception of adding a DDR4 memory controller.
In my mind Intel would not have launched 6 core CPU's when they did in the form of the 8700K, if at all, certainly i do not believe the upcoming 8 core Coffeelake was on their radar at all and is as a direct result of Ryzen.
Intel's bubble has burst
This feeling is now also starting to creep in amongst experts, i'm not saying its significant beyond the fact that for the first time in probably more than a decade Intel's stock value has been down graded for reasons Citing a better outlook for AMD, there are many other agencies and this feeling is not yet wide spread but it does mark an end to Intel's infallibility perception.
BofAML Downgrades Intel from $62 to $56, Intel shares down 10% https://seekingalpha.com/news/3374975-bofaml-downgrades-intel-another-10nm-chip-delay#email_link
AMD's shares on the rise now approaching $20
https://seekingalpha.com/symbol/AMD
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