Dark days, AMD share price at lowest ever.

[bru]

Now we all know that AMD have not been having the best time of it of late but today their share price has hit its lowest ever point 1.77 with a previous lowest of 1.86 back on Nov 16th 2012.

https://www.google.co.uk/?gfe_rd=cr&ei=_vOoVeuUJeH88weW-IioCA&gws_rd=ssl#q=AMd+share+price

Coupled with the Q2 2015 operating income loss of $137m

http://ir.amd.com/phoenix.zhtml?c=74093&p=irol-newsArticle&ID=2068551

Just how long can they hang on like this, what can they actually do and I don't mean what can they say they will do, but what can they ACTUALLY do to save the company?

 

[bru]

To be fair if you then google Nvidia share price and compare 1 month with AMD's 1 month it shows the same trend in decline. If you then compare 3 months AMD has done better. Then about June 16 it rose sharply dropped June 29, rose again to July 2 then just dropped drastically.

Anyone would think anticipation was building for some new GPU's only to find disappointment after release.......twice

Comparison to other companies is irrelevant is this particular case, it is not how the world market is doing or how AMD are doing against somebody else. Their share price has dropped to the lowest it has EVER been, that is the point.

 

[bru]

They bought ATi, anyone who knows anything about WW2 can tell you that deliberately fighting a war on both fronts when you have no reason too is a stupid stupid stupid stupid stupid stupid stupid stupid stupid stupid stupid stupid stupid stupid stupid stupid stupid stupid stupid stupid stupid stupid stupid stupid stupid stupid stupid stupid stupid decision.

They were doing okay with Intel as a sworn enemy, they did not need to make Nvidia a sworn enemy too. Even with the spectacular failure of Bulldozer they would still be better off right now had they not bought ATi (and so would ATi).

Sorry I thought it was only 27 stupids

 

[bru]

3: Make LtMatt wear a funny hat.

What can I say, I'm a jerk to work for.​

Laughing my backside off

 

[bru]

What would happen if AMD did die though. nVidia especially will **** us over for years to come *cough* 8800 *cough*. Intel have been "reasonably" good with no real competition, but having NO competition? Who knows.
Ideally, we need AMD to have a "win" at some point and a third company join in the GPU-games. Bring back 3dfx

Sorry this is something I really don't understand.
780 over 680 was a decent performance jump, 780ti over 780 wasn't anything special, but 980ti over 980 is a good 30% jump again.

Then look at Intel, Sandy bridge, Ivy bridge, Haswell, Broadwell, Skylake. Wow some massive performance jumps there.

Nobody want AMD to die off, but they seem to be heading that way.
The currant policy of raising prices to not seem like a budget brand, might help somewhat. Unfortunately the latest generation of cards doesn't seem to have caught the publics attention enough to improve things. Maybe a rebrands and very low stocked parts wasn't the best time for them to try this, who knows.

As for the NVidia 970 memory fiasco. Personally I think it was a deplorable thing to do, there is no excuse for them at all. The sad thing is that even if they had of been honest about it and advertised the card with 500MB of slow ram and only 56 ROPs it still would be the best selling card of this last year, just without all the negative publicity. I mean even with the revealed understanding of how the memory works with the last 500 meg being slower, all the reviews and benchmarks haven't changed, it is still the same card with he same performance.

 

[bru]

Are the Hawaii re-brands and Fiji a symptom of a lack of R&D, i could already be too late and we are in fact witnessing AMD's exit from competing in GPU's.

I do think your right, a tightening of R&D budgets has possibly really not helped. Maybe they are saving the little they do have for a better push next generation, with the rumoured top to bottom revamp with HBM2, it is a possibility, or at least we can hope.

 

[bru]

Just slapping HMB 2 on all their GPU's isn't going to cut it if they can't also increase the performance massively on much smaller chips.

They need R&D for that, i can't see where its coming from.

Sorry maybe revamp was the wrong word to use, I was meaning that maybe they have saved what they can of the R&D budget for next year for a whole new lineup of cards with HBM2 across the board.

 

[bru]

What is this nonsense about the 970 not being a 256bit card, due to it memory configuration. can we have some links to back this up please, as it seems like nonsense to me.

 

[bru]

It is a 256-bit card, but the arrangement is 224bit that can be used all at the same time with an extra 32bit that it operates seperately through the crossbar controller, which makes it slower to access (but still much faster than pcie)

http://www.anandtech.com/show/8931/nvidia-publishes-statement-on-geforce-gtx-970-memory-allocation

I'm sorry, just how is that link suppose to help? the term 224bit or even the numbers 224 do not even appear on that page at all.

 

[bru]

Is that architecture or Drivers ^^^ thats what i'm asking.



Its 265Bit but has 56 ROP's not 64 and 1.7MB of L2 not 2MB

Updated Specs

Original Specs

Yes I know the ROP count was incorrect and the memory allocations were not as originally thought, but it is still a 256bit card, not a 224bit card as andybird was saying.
Even both the links you have posted up say the same thing, 256bit memory interface.

 

[bru]

If you read my post you would see i don't disagree with you on the bus

Yup your right you didn't. My bad.

 

[bru]

The 390 is also a very well balanced card and yet that isn't selling anything like the 970.

Yup, nothing wrong with the 390, nice card and its even fairly well priced.

 

[bru]

Ok worse case scenario.

Nobody buys them out and AMD go bust, Liquidators sell off all the assets and nobody important buys up anything useful, including console APU's.

Does this mean we get new console designs, with actual decent performance, rather than lack luster APU grade GPU's. maybe AMD dying off could have a silver lining.

 

[bru]

Yes, technically it has 256bits, however because of the way it is split the gpu gets "priority access" to 3.5gb of memory, 3.5gb is 7/8th of 4gb, so the last 0.5gb has its own 32bits not being fully utilised, 256 minus 32 (or 7/8ths of 256) is 224bits. Its not, technically 224bit, but neither is it, for practical sake a full 256bit either, in terms of absolute bandwidth.

So it just your way of looking at it. OK fine np.

Though the end result is that at 1080p it makes no difference to actual performance.

This is something that gets me and its not just directed at you Andy, but everyone that thinks the same way. Performance difference to what exactly, every 970 benched, or reviewed has had this memory configuration. It is not a case of NVidia suddenly changed things to make it worse, it was always like this. ALL they did was mislead everyone with the specs, which was a despicable thing to do and they have no excuse. But the cards themselves haven't changed at all.

 

[bru]

I doubt this will be allowed to happen under anti competitive laws.

Unless NVidia pick up the CPU related IP and Intel the GPU related stuff.

 

[bru]

i hope your right.



You're not will this are you?

I wasn't being serious.

 

[bru]

Can't wait to see cards like the 750ti cost $300 and upward.

There one major problem with that, hardly anyone would buy one, consequently the price would come down.

Just the same as if Intel's next 4core mainstream unlocked CPU was £900, the majority of people just wouldn't buy them. How many people here are still using sandy bridge CPU's, 290/x's because the to step above that isn't cheap and the step isn't big enough.

If AMD go bust tomorrow and NVidia are left out there alone producing GPU's there next 950ti isn't suddenly going to be $300, because it wont sell, people will just keep their faster earlier generation GPU's.
And if NVidia were to keep those sort of prices up for generation after generation, they would soon find their income drastically reduced because people wouldn't buy them, hence they would lower prices to what the market will sustain.

 

[bru]

I'm not too sure about this never having owned an AMD GPU, makes you a fanboy thing. (and yes I know nobody actually said that)
(This is going to go down well )I mean my self, in my machine I have never had an AMD GPU, but in my wife's machine and my sons they have both had AMD GPU's which I have paid for, but seeing as it is for them there not mine so I haven't owned one.
Out of the last 30 machines I have built for people that didn't specify what GPU they wanted, 17 of them have had AMD GPU's , because I deemed that was the best GPU to get within budget, but I didn't pay for any of them so I didn't own them either.

If this makes me a NVidia fanboy, then so be it.

 

[bru]

In all kinda of realism, these kind of threads shouldn't exist, they cause nothing but rivalry on a forum that I've always felt has been very neutral. (Unlike my old forum which I left for this exact reason)

So you don't think that a GPU manufacturing company share price hitting the lowest it has ever been, bear in mind that this is a company that a lot of people like very much, including my self, isn't news and not worthy or a thread.

Did I know that this was going to be a hotly debated topic, yes of course I did, but the first half a dozen pages or so were a great discussion, then suddenly some people after making several previous posts decide they don't like the thread and think it shouldn't exist.
We will all just have to make sure that any news of any type (good or bad)about either AMD or NVidia isn't posted as discussion on these type of things isn't what this forum is for at all.

 

[bru]

All of those things are contributing to the dire situation AMD currently find themselves in as a business...

Pump QC issues putting people off buying Fury X and costing AMD in terms of RMA's.
Less VRAM than their competitor due to HBM issues makes Fury far less attractive.
Far lower tessellation performance than their competitor meaning AMD are resorting to driver cheats.
Putting premium prices on previously value products.
Rebadging their line-up with Fury the only actual new GPU (didn't even bother updating old products to their latest GCN1.2 architecture).

All of the above adds up to a company that is in serious trouble both now and going forward, assuming they can survive long enough AMD really can't afford for Zen not to be a big success.

That's not something they can just knock up in a few minutes, it would require 'almost' as much work as designing a whole new processor.