• Competitor rules

    Please remember that any mention of competitors, hinting at competitors or offering to provide details of competitors will result in an account suspension. The full rules can be found under the 'Terms and Rules' link in the bottom right corner of your screen. Just don't mention competitors in any way, shape or form and you'll be OK.

AMD on the road to recovery.

Panos said:
Because currently we have 2700X consuming 2/3 the power of the stock 8700K!
Click to expand...
I think you are confusing chips there as I randomly chose 3 reviews and they all showed the 2700X system consuming much more power with up to 25/30% more.
In terms of efficiency they do well due to the higher performance in many cases but the actual wattage is still high.

https://techreport.com/review/33531/amd-ryzen-7-2700x-and-ryzen-5-2600x-cpus-reviewed/8
https://www.techpowerup.com/reviews/AMD/Ryzen_7_2700X/18.html
https://www.guru3d.com/articles_pages/amd_ryzen_7_2700x_review,7.html
 
Well, that's enough for me, I've just sold half my stake...had to use some CGT allowance anyway. I was half expecting this hurricane in the US to trigger some profit taking...no sign yet though.
 
Chicken :).
Only kidding, best to sell when right time for you and taking out initial investment at some stage is a good idea especially in fast moving market.
Worth considering a Stocks ISA. I never take positions outside of either an ISA or SIPP these days = no tax to pay (no need to care about CG allowance).
 
Well, I've just realized a 20% gain on my initial investment, and still have 50 stocks. I'd be happy if I could pull that off once a year!

I'm in Germany so the tax is a pain in the butt. A measly 800 EUR allowance and then 25% :S
 
Panos said:
but but AMD is cooked racing to the bottom, according to quite a few in this forum......
Click to expand...
Do folks still believe that?
Some time ago I was bearish on AMD but that changed last year.
AMD is the new Bitcoin :p (180% since April is quite substantial)......lets hope it doesn't crash back down :). Seriously, I think they have good times ahead though. A correction will probably happen but that is unlikely to spell an end to their fortunes - could even be a buying opportunity.
 
Last edited:
DarrenM343 said:
Do folks still believe that?
Some time ago I was bearish on AMD but that changed last year.
AMD is the new Bitcoin :p (180% since April is quite substantial)......lets hope it doesn't crash back down :). Seriously, I think they have good times ahead though. A correction will no doubt happen but that is unlikely to spell an end to their fortunes.
Click to expand...

Its 1500% (thereabouts) in 2 years :D

The reason for this hike is because all the analysts have been to see AMD and knowing something we don't have all re-evaluated their price targets to $40. its the same analysts that previously had them at $5
Prior to about 2006 AMD were trading at around $40, these analysts think AMD's outlook is about as good now as it was in the Athlon days when they were trading at about $45.
These number are simply AMD getting back to where they should be, the doom and gloom days are behind them, their value is normalising.
 
Blackjack Davy said:
But not on sales, I bet Intel are still outselling them by at least 10:1.
Click to expand...

Definitely this at the moment, however uptake on Ryzen has been pretty crazy, remember enthusiast is a small sector of the market, but overall desktop cpu sales Intel is still way in the lead, i check our Dell Premier portal almost daily as i purchase a lot of equipment and i have yet to see any AMD CPU's in any of the Dell products we buy. Only AMD stuff ive seen on offer there so far is GPU's in workstations.

I asked ages ago of our negotiator if he could ask Dell if we would get the option of AMD in Laptops and Desktops and he basically said Dell wasnt interested :(
 
I don't know what the numbers are, but I'm pretty sure retail sales of CPUs are a very small fraction of CPU sales. The vast majority will go to OEMs.
 
SiDeards73 said:
I asked ages ago of our negotiator if he could ask Dell if we would get the option of AMD in Laptops and Desktops and he basically said Dell wasnt interested :(
Click to expand...
Next year could be different though, you never know. AMD are improving their image too I think so maybe Dell will be chasing AMD for their CPU's to add to their ranges at some point :). And if customers start requesting AMD CPU's, they'll have no choice but to.
I suppose many Dell customers don't care about the exact specs so happy to accept whatever Dell have in their machines.
 
DarrenM343 said:
Next year could be different though, you never know. AMD are improving their image too I think so maybe Dell will be chasing AMD for their CPU's to add to their ranges at some point :). And if customers start requesting AMD CPU's, they'll have no choice but to.
I suppose many Dell customers don't care about the exact specs so happy to accept whatever Dell have in their machines.
Click to expand...

This is true, i just ordered an XPS15 for myself at work, purely because it has a 6 core Coffee Lake HT'd CPU and an Nvidia GPU in it, the latitudes all have 4 core Coffeelake with HT CPU's, and as i do a lot of SQL stuff, and tend to have a lot of things open at once like Active Directory, multiple RDP Sessions etc, i need as much power as i can get. If Dell could have offered a Ryzen CPU laptop, not only would they have been cheaper they would have given everyone a lot more power to play with.

Just had a quick look at Dell UK Site and the only AMD CPU's they offer are in Home Desktops, you cannot buy a Laptop or business desktop with an AMD Cpu it seems from Dell :(
 
mid_gen said:
I don't know what the numbers are, but I'm pretty sure retail sales of CPUs are a very small fraction of CPU sales. The vast majority will go to OEMs.
Click to expand...

That is true. tho i think if Intel lost even 30% of their OEM market share they would have problems.

AMD's OEM market share pre Ryzen was basically 0%, you would not find a single bulldozer system and even APU based system were extremely rare.

There are now multiple OEM systems across multiple brands with Ryzen CPU's.

In the short term Intel will always have the vastly higher market share, Intel themselves will make sure of that, back in the Athlon days Intel used to give their CPU's away for free and then ontop of that pay people like Dell $800m a year not to use AMD CPU's at all.

Intel will continue perhaps not in that vain but in other ways make it worth their while to stick with Intel, and that's fine, AMD are still selling a lot more CPU's to most of these people than they had in a decade and ultimately Intel will keep finding it more and more expensive failing this time to hold AMD out, if Intel keep having to in one way or another pay people to use their CPU's instead of AMD then ultimately Intel will lose in the long run because things have changed, it just isn't possible these days to lock AMD out entirely and whatever AMD sell to OEM's is a sale they previously did not have.

In short AMD cannot lose, its all Intel's to lose.
 
This is insanely good, if AMD succeed with everything they have planned for the next few years I believe the share price can only go up dramatically.
 
You must log in or register to reply here.
Back
Top Bottom