Dark days, AMD share price at lowest ever.

AMDJoe · 20 Jul 2015 at 16:45

D.P. said:
No, because no one has said AMD would go bankrupt instantly. AMD are aon the same downward trend as they were back in 2008.

It is var clear within 3-5 years something will have to have changed or there will be no more AMD. A simple examination of their assets, liabilities, market share, product portfolio will show that bankruptcy is a definite without a trend break. AMD need Zen to do well, their server market to pickup, win the next console contracts without having to go to punitive profit margins, and hopefully get their GPUs back up to scratch.

EZ

AthlonXP1800 · 20 Jul 2015 at 16:49

humbug said:
They have been teetering on the edge of bankruptcy since 2008, its a stuck record.

Yeah AMD former CEO Hector Ruiz was really very lucky avoided bankruptcy when he met Abu Dhabi government discussed about company plans but in the end accorded to Hector Ruiz that Abu Dhabi decided they not interested to acquired AMD fabs and invested in AMD new fab in New York so they decided to build a new fab in China instead because it cheaper with very high ROI. Ruiz told them the deal is either New York or nothing then AMD have no money to pay off debts. Then government discussed to decided AMD fate whether to approved Ruiz deal to invest in AMD and fabs in Germany and New York or go alone to invest new fab in China, 1 hour later they agreed Ruiz deal to partnered with AMD to created GlobalFoundry and invest in AMD.

If Ruiz deal had not gone through then Ruiz would be on way back to AMD HQ next day to signed off bankruptcy papers to filed AMD for bankruptcy.

D.P. · 20 Jul 2015 at 16:51

AMDJoe said:
EZ

Console contracts look to be a very good bet. I think the next AMD GPUs in 2016 should bring back market share. Still, a lot rests on Zen I fear.

TwsT · 20 Jul 2015 at 17:05

AthlonXP1800 said:
Yeah AMD former CEO Hector Ruiz was really very lucky avoided bankruptcy when he met Abu Dhabi government discussed about company plans but in the end accorded to Hector Ruiz that Abu Dhabi decided they not interested to acquired AMD fabs and invested in AMD new fab in New York so they decided to build a new fab in China instead because it cheaper with very high ROI. Ruiz told them the deal is either New York or nothing then AMD have no money to pay off debts. Then government discussed to decided AMD fate whether to approved Ruiz deal to invest in AMD and fabs in Germany and New York or go alone to invest new fab in China, 1 hour later they agreed Ruiz deal to partnered with AMD to created GlobalFoundry and invest in AMD.

If Ruiz deal had not gone through then Ruiz would be on way back to AMD HQ next day to signed off bankruptcy papers to filed AMD for bankruptcy.

your name is ace

and even you have intel!

andybird123 · 20 Jul 2015 at 17:07

TwsT said:
your name is ace

and even you have intel!

There's quite a few forums names with stuff like "radeon" in them that have getting some sideways glances about having intel/nvidia in their sigs

Even AMDMatt has Intel lol

mmj_uk · 20 Jul 2015 at 17:23

humbug said:
They have been teetering on the edge of bankruptcy since 2008, its a stuck record.

They've always had fairly strong product lines though, at the moment they're simply a "if you fancy something a bit different" option because both Intel & NVidia are offering much better products. The worst part of it is they have nothing on the immediate horizon to dig them out of their current hole.

You can't keep on hemorrhaging like AMD have been for the last few years forever, their market share is currently the worst it's even been.. the supposed new GPU product line they have just released is just driving what customers they had left to NVidia.

D.P. · 20 Jul 2015 at 17:27

mmj_uk said:
They've always had fairly strong product lines though, at the moment they're simply a "if you fancy something a bit different" option because both Intel & NVidia are offering much better products. The worst part of it is they have nothing on the immediate horizon to dig them out of their current hole.

You can't keep on hemorrhaging like AMD have been for the last few years forever, their market share is currently the worst it's even been.

Thats the real problem.

AMD' GPUS right now a very good, just not quite as good as nvidia's and more expensive. So why would you bother?
AMD can't do anything about performance so they need to cut 100 quid off their lineup. That is, if they had any stock to sell!

TwsT · 20 Jul 2015 at 17:28

aye no point cutting the price if there is no stock i expect a price drop as channel stock improves but for now they may aswell milk it. Since it's in such constraint.

bru · 20 Jul 2015 at 17:44

TwsT said:
aye no point cutting the price if there is no stock i expect a price drop as channel stock improves but for now they may aswell milk it. Since it's in such constraint.

Unfortunately this is quite true, another one of those business practises that people don't like, of course this time its AMD so I'm sure we are about to be told it ok.

humbug · 20 Jul 2015 at 17:44

D.P. said:
Thats the real problem.

AMD' GPUS right now a very good, just not quite as good as nvidia's and more expensive. So why would you bother?
AMD can't do anything about performance so they need to cut 100 quid off their lineup. That is, if they had any stock to sell!

They are all over priced, including Nvidia's entire mid to high end lineup, < £300 > for mid tier cut down GPU is ridiculous.

humbug · 20 Jul 2015 at 17:47

TwsT said:
aye no point cutting the price if there is no stock i expect a price drop as channel stock improves but for now they may aswell milk it. Since it's in such constraint.

Or they might not.

Its a balancing act, if they sell 8 @ £300 but 10 @ £250 i doubt prices will budge until Nvidia budge them.

They don't exist to give stuff away.

TwsT · 20 Jul 2015 at 17:51

humbug said:
Or they might not.

Its a balancing act, if they sell 8 @ £300 but 10 @ £250 i doubt prices will budge until Nvidia budge them.

Indeed it is one i deal with everyday

Nvidia are selling just fine doubt they'll force anything as far as i can see it's only gibbo doing price drops. wouldn't expect nvidia to drop prices by a decent amount now until they are ready to release something new.

consumers are buying strong at the moment so nothing will change till Q4 imo and even then i wouldn't expect a "slash" IF AMD don't make a move you can bet your bottom dollar nvidia won't.

humbug · 20 Jul 2015 at 17:54

TwsT said:
Indeed it is one i deal with everyday

Nvidia are selling just fine doubt they'll force anything as far as i can see it's only gibbo doing price drops. wouldn't expect nvidia to drop prices by a decent amount now until they are ready to release something new.

consumers are buying strong at the moment so nothing will change till Q4 imo and even then i wouldn't expect a "slash" IF AMD don't make a move you can bet your bottom dollar nvidia won't.

Agreed. i can't see any of them making a move this year, maybe £20.

D.P. · 20 Jul 2015 at 17:55

humbug said:
Or they might not.

Its a balancing act, if they sell 8 @ £300 but 10 @ £250 i doubt prices will budge until Nvidia budge them.

They don't exist to give stuff away.

If you offer worse performance for more money and less vram people will simply look elsewhere, i.e. Nvidia.
Sure, it doesn't always make sense to lower prices and I have long been supportive of AMD's commitment to increase profit margins and remove the cheap n' cheerful branding. However, to do that they need the products that can sell at those prices,not just rebrand a 290X and hike the prices.

D.P. · 20 Jul 2015 at 17:57

humbug said:
Agreed. i can't see any of them making a move this year, maybe £20.

Which means AMD will have pitiful stock to the end of the year. Can you say "single digit market share"

humbug · 20 Jul 2015 at 18:03

D.P. said:
If you offer worse performance for more money and less vram people will simply look elsewhere, i.e. Nvidia.
Sure, it doesn't always make sense to lower prices and I have long been supportive of AMD's commitment to increase profit margins and remove the cheap n' cheerful branding. However, to do that they need the products that can sell at those prices,not just rebrand a 290X and hike the prices.

D.P. said:
Which means AMD will have pitiful stock to the end of the year. Can you say "single digit market share"

Market share holds no importance to profit margins, you can have 90% market share but if as a result your making jack on the products you sell then you're better off with 10% market share and a profit on what you do sell.

ratters · 20 Jul 2015 at 18:11

humbug said:
Market share holds no importance to profit margins, you can have 90% market share but if as a result your making jack on the products you sell then you're better off with 10% market share and a profit on what you do sell.

True though i do fear that nvidia are making bigger margins on their cards as well as selling more.

humbug · 20 Jul 2015 at 18:11

ratters said:
True though i do fear that nvidia are making bigger margins on their cards as well as selling more.

Do not fear, they are!

Gerard · 20 Jul 2015 at 19:07

ratters said:
True though i do fear that nvidia are making bigger margins on their cards as well as selling more.

No real alternative at the minute, fury x is about as plentiful as jackpot winning lottery tickets. And if you do manage to snag one its 50\50 if it has the pump issue or not.

Gregster · 20 Jul 2015 at 20:52

AMD's hopes for the second half of 2015

It has not been a pretty year for AMD with overall sales of $942m representing 34.6% drop from this time last year and even the graphics portion seeing a 54.2% drop which resulted in loss of $147 million. In part this is because all PC component companies have been suffering recently; in part because of a lack of incentive to upgrade high end components and to a larger extent because the general public is not going to pick up a new machine just before the release of a new Windows version. Lisa Su did have some good news, sales of FX processors and A-series APU have been increasing and the second half of the year is historically better for sales. It was suggested to The Register that AMD is not currently planning on reducing their workforce even more at this time but the possibility of future cuts was not completely ruled out.

"AMD has confirmed it is slipping back into cost-cutting mode after its annus horribilis, caused by tanking demand for consumer PCs in a quarter described by CEO Lisa Su as the “revenue trough” for 2015."

http://www.pcper.com/news/General-T...015?utm_source=twitterfeed&utm_medium=twitter