Caporegime
But people keep telling me how good AMD is and all the negativity is scare mongering etc.
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Dark days, AMD share price at lowest ever.
- Thread starter bru
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Soldato
Have they stopped making XBoxOne hardware or something?
Soldato
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
Anyone would think anticipation was building for some new GPU's only to find disappointment after release.......twice
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).
Profit margins on console hardware is very low.
The rest of their company is doing terribly for the most part, except for server. CPUs, APU, GPUs, pro-GPU/compute are all collapsing.
They were at 24% GPU market share last quarter, their latest offerings will only see that go down I would think.
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.
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
The share price drop is largely related to their predicted reduced profits from APU that are doing even worse than expected.
The price was the real killer, ATI were way over valued at the time. There was no way on earth AMD would see returns on that investment.
Caporegime
All Money Depleting
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DM can't be very happy, IIRC he has a few AMD shares.
Might be the time to buy into their stock though now, it's likely that they'll be acquired within the next year or so.
Might be the time to buy into their stock though now, it's likely that they'll be acquired within the next year or so.
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I have, problem is they can't bloody supply it!
Caporegime
I can't see it, they were banging a big were gona get back competing with our Furys drum, but they spectacularly failed.
FX is only competing with the old 980, but is way more expensive than it, and their Fury, is only competing with their own old 390s, but again, is way more expensive than them, and also has less vram.
It's probably a drop in the ocean compared to what releasing comparatively poor products in recent times has cost them.
I think being stuck on 32/28nm has hurt them more than anything.
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Soldato
Great time to buy shares then!
Looking at the last 5 years there is no great time to buy AMD shares unless you have a lot of money to profit on $.5 dollar hikes.
For me on CPU's AMD's biggest problem has been that the chipset is 3/4 years old. Who cares if it works this lack of development and drum banging has basically forced vendors to focus on Intel. So unless vendors and system integrators go all out for AMD not much will change. Consumer perception is everything. Since the crosshair Formula we've had so many new ROG boards on the Intel camp and nothing from AMD. This has drummed into people that only Intel are really doing things... This will have to change sharpish imo.
And then there is APU which literally no one cares about.
I hope Zen matches Intel and i hope the vendors and AMD work hard to pump products but when they don't even have faith in their own products to use them, (AMD quantum) How can consumers?
Doesn't necessarily help your stock value if they get bought out.
Lets say the stock value is $2 but it will liekly drop down to say $1 before a buy out. Your AMD stock then becomes e.g. M$ stock at transferred value. lets say M$ stock is currently $100 and doesn't change at all (in theory though you would wan the buyer to be experiencing growth). After a bout you would get MS shares but at half the rate than if you had simply purchased you MS shares now.
Then there is simply the risk that AMD isn't bought out in is just scavenged upon by greedy vultures taking mouthfuls of IP and patents.
If I was in charge of AMD this would be my battle plan:
1: Release an unlocked six core FM2+ with no APU.
2: Release an air cooled Fury-X.
3: Make LtMatt wear a funny hat.
1: Release an unlocked six core FM2+ with no APU.
This would be AMD's first true hex core since the Phenom II series and would be the perfect model (most people would like >4 cores but don't really want 8 cores, real or module), with the APU series IPC advantage over the FX line it would make up ground in the area where Intel are pwning you and best of all, getting a mainstream hex core out before Intel ever launch an i5 hex would be something to shout about.
2: Release an air cooled Fury-X.
It can be done, and I would get it done, the Fury-X is not a bad card, it's just badly placed, compared to it's true rival the EVGA/Inno3D liquid cooled 980ti cards it offers more bang for buck and a cheaper air cooled model would offer better B4B than the air cooled 980ti's too.
3: Make LtMatt wear a funny hat.
What can I say, I'm a jerk to work for.
Soldato
a lot of people say they need to be brought sharpish with resent speculation being Samsung or Qualcomm. IMO both of them would gain very little without ploughing 10's or 100's of billions back into AMD so that they "maybe" be competitive against Intel or Nvidia in there respective markets.
It was Qualcomm after all that brought AMD ultra mobile mobile/handset GPU division 2009 which has worked out very well for them.
I do really hope Zen does well and they can be a little better on GPU front, as there bugger all else even a little close to nVidia or Intel at the moment
It was Qualcomm after all that brought AMD ultra mobile mobile/handset GPU division 2009 which has worked out very well for them.
I do really hope Zen does well and they can be a little better on GPU front, as there bugger all else even a little close to nVidia or Intel at the moment