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AMD on the road to recovery.

b0rn2sk8 said:
Hate to break it to you but comparing share price between companies is meaningless.

The correct comparison is ‘market cap’ (the cost of all the shares added together). On that point AMD is starting to nip on the heels on Intel now, only about £30b in it.
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Yeah, and if the Xilinx deal goes through right now their shares get added to AMD's, that's a market cap currently at $49.21 Billion.
 
Grim5 said:
If AMD's market cap is actually close to Intel's then wow that's quite the bubble aye.

Cause if you can have that market cap but nowhere near the revenue then its a bubble, must be crazy high P/E like Tesla

edit: Yep P/E of 46 LMAO, AMD way overvalued. Hopefully they can convert the goodwill into massive revenue otherwise that share price will eventually pop
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Revenue and size are not as relevant as you think.

What matters is what people think they will get in return for their investment, how much growth a company has, right now AMD are growing at breakneck speed while Intel are stagnant, in some aspects important to investors Intel are in decline.

There is no such thing as overvalued, look at Apple and Nvidia, Nvidia quite recently, not many years ago were no bigger than an AMD smaller than they are today, but Nvidia was going places, they had explosive levels of investment, much like AMD now, Apple was the same years before that.

If AMD's market cap overtakes Intel it will be because people are confident of AMD's destination, confident enough to put their money on it.
 
They seem to be sticking at $155 for now, $150+ is thought to be the new normal for AMD.

For now, all it takes is one or two more big ticket item good news stories for AMD and they could find themselves overtaking Intel in value terms.
 
Its an acquisition, AMD are buying Xilinx.

Perhaps what can be a little confusing about it is that AMD are not reaching into a pocket and handing over physical money to current owners of the company, its an all-stock transaction, current owners get AMD stock shares, to the tune of $35 Billion, AMD can do this because they are stock rich and no debts, there is about $140 Billion of shares floating around in AMD right now.


Xilinx effectively become AMD, every physical asset they own, their Intellectual Property, their workforce..... even their earnings get added to AMD's books. all of it comes under the control of AMD, much like ATI continued to trade as ATI from 2006 to 2010 under AMD as the parent company Xilinx will probably continue to trade under that name for a few years, until such time when or if AMD decide to drop the name, as with ATI which no longer exists.
 
NinjaCool said:
January 2022 Steam Survey
https://www.techspot.com/news/93286-january-steam-survey-sees-amd-cpus-bounce-back.html

This months Steam survey sees AMD CPUs bounce back pushing its overall share to 30.96%.
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I wonder what the Steam Deck will do for these numbers.
 
b0rn2sk8 said:
Because steam has 120 million active monthly users.

I’m sure they will sell a lot of steam decks but not enough to start impacting the wider PC user base. Before you ask, yes I have a reservation and I’m not a hater, I just have realistic expectations.
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I don't see why that matters, they could have a bazillion users the Steam Deck will make up a proportion of that market, the question is what will that proportion be? If its successful it will make a dent, if not then no.

However, i have just realised that slide is for "Windows" so its not going to have any effect on it, which also makes it useless as a measure of market share as it doesn't include Linux and Consoles.
 
b0rn2sk8 said:
Of course it matters, putting aside that those numbers are for windows, even if they were for the whole user base, for the steam deck to make a big impact on what hardware people are running, they need to sell lots of them.

As I said, steam has 120 million active users each month, nearly all of those will be on windows. For the steam deck to have a big impact, it needs to start selling by the million, that just isn’t going to happen. Even a million units is a rounding error on their monthly active stats.

Like I said, I’m not a hater, just realistic. I’m sure the steam deck will have some initial success with enthusiasts but I can’t see it going mainstream in its current form.

Windows gaming on Linux is just a bit hacky and not a great experience. It’s the software that’s the key for this device, not the hardware. To get good software support for games out of the box, it needs developers to do the legwork on games and not valve. If a game has native support, it’s great but few of the biggest games actually do.

The hardware previous released yesterday had quite a few red flags on the software side and they were deliberately now showing them. I wouldn’t suggest any of my non enthusiast mates get one unless they only wanted to play games on the fairly narrow fully supported list for now.
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Yes, the Steam Deck will not show up on this chart, that's what i said.

As off December 2021 XBox Series X / S and PS5 sales stood at 45 Million, add that to 51 Million XBox One sales and 117 Million PS4 sales for a total of 213 Million AMD powered devices that are also not included.
 
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