Hard to believe considering the position Amd were in a few years back, Intel were yukking it up thinking amd were doomed, half assing it on cpu performance whilst the board were busy snorting coke off hookers posteriors, and look at where we are now.
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AMD on the road to recovery.
- Thread starter humbug
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Hard to believe considering the position Amd were in a few years back, Intel were yukking it up thinking amd were doomed, half assing it on cpu performance whilst the board were busy snorting coke off hookers posteriors, and look at where we are now.
Soldato
- Joined
- 28 Oct 2011
- Posts
- 8,553
Lazy Intel and their pitiful CPU enhancements really bit them in the a**, still doing the same sort of sneaky, greedy tactic with their 1 gen and done MOBO's...
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Yeah AMD's shares have gone up about 15% today off the back of these results.
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Lazy Intel and their pitiful CPU enhancements really bit them in the a**, still doing the same sort of sneaky, greedy tactic with their 1 gen and done MOBO's...
And they came off with that crack a while ago "amd are now in the rear view mirror and never again will they be in the windshield" whilst still not being able to offer a cpu like epyc. They must have a different comprehension of lagging behind in areas than the rest of the planet.
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Intel's own investors told him to walk that back because it was blatantly not true, and so he did, because its not a good look for the CEO to be so far out of touch with reality.
Well the "walk back" isn't as out there as the initial statement which got peoples attention due to it dripping with crap. Was virtually apple "reality distortion field" like.
Caporegime
If there is less demand, you ship less product. Nothing worse than too much inventory in the channel as we've seen in the past after mining crashes.
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It blatantly is true, AMD are in the rear view mirror because they coming around to lap Intel.
Soldato
Thats true to an extent but when products are two years old they shouldn't be hold back to inflate prices.
And Intel overshipped and look how that has hit them
AMD commented to pc world about the article with this response:
www.pcworld.com
AMD is 'undershipping' chips to balance CPU, GPU supply
AMD joins Nvidia in "undershipping" chips to balance supply and keep prices higher.
www.pcworld.com
still waiting for my AMD divvy 
uk.finance.yahoo.com
Intel slashes dividend by nearly two-thirds to shore up cash as chip giant braces for a tough year
In January, when Intel reported one of its worst financial quarters in years, the chip giant worked to keep up investor confidence by holding its dividend steady at $0.365/share. The company today announced that it was revising its dividend to $0.125 per share, down nearly two-thirds, as part...
uk.finance.yahoo.com
still waiting for my AMD divvy
Intel slashes dividend by nearly two-thirds to shore up cash as chip giant braces for a tough year
In January, when Intel reported one of its worst financial quarters in years, the chip giant worked to keep up investor confidence by holding its dividend steady at $0.365/share. The company today announced that it was revising its dividend to $0.125 per share, down nearly two-thirds, as part...
Can't tell if serious..
AMD don't pay dividends, not since 1997.I can see why Intel cut theirs and i don't blame them, it is an incentive to invest in the first place but giving people a share of your profits can be very costly, especially if you're already struggling to make any, which Intel are.
Some investors are not going to be happy about it, because gib muh money... Intel's shares are down to under $26, its as low as its ever been and their market cap is in danger of falling below $100 Billion. To put that in to perspective AMD bought ATI for $5.7 Billion, Xilinx for $42 Billion and Pensando for $3 Billion.
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Caporegime
AMD GPU and console revenue catching up to Nvidia:
www.techpowerup.com
AMD GPU Sales Not That Far Behind NVIDIA's in Revenue Terms
While AMD Radeon PC discrete GPUs have a lot of catching up to do against NVIDIA GeForce products in terms of market-share, the two companies' quarterly revenue figures paint a very different picture. For Q4 2022, AMD pushed $1.644 billion in GPU products encompassing all its markets, namely the...
AMD GPU and console revenue catching up to Nvidia:
AMD GPU Sales Not That Far Behind NVIDIA's in Revenue Terms
While AMD Radeon PC discrete GPUs have a lot of catching up to do against NVIDIA GeForce products in terms of market-share, the two companies' quarterly revenue figures paint a very different picture. For Q4 2022, AMD pushed $1.644 billion in GPU products encompassing all its markets, namely the...
I find that really interesting.... AMD only have 10% of the discrete GPU market and they are cheaper GPU's than Nvidia, so that's not where the revenue came from.
Consoles:
XBox Series X
XBox Series S
Playstation 5
Steamdeck
And Steamdeck like handhelds.
GPD WIN 4
AYANEO
ONEXPlayer
AYN Odin
That's as tragic as it is impressive.
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Caporegime
The problem is the obsession with margins is mainly to drive stock market speculators. But in the realworld revenue has an impact and so does economies of scale. This is what companies in the west always forget,and why in many areas companies from other parts of the world didn't forget the lower end and mainstream segments and went for volume and now are big players in many industries.
Soldato
- Joined
- 14 Aug 2009
- Posts
- 3,105
but BOM, but R&D, but poor investors, but margins no lower than x% or else the company is going down! but... but....
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