Dark days, AMD share price at lowest ever.

CAT-THE-FIFTH · 26 Jul 2017 at 18:01

Also the equivalent quarter last year had AMD receive $150 million due to selling part of the company off as part of a JV IIRC.

DarrenM343 · 29 Jul 2017 at 10:25

humbug said:
AMD stock is one of those targeted by repeat short term investors, its up and down like a yoyo for a reason.

After watching the stock for some years there is a very clear pattern in how big name commentators, shortly before AMD's financial results come in those commentators are all about how horrible its all going to be.... its utter hyperbole, you can be sure at the same time they are ploughing vast amounts of money into AMD shares, what they are doing is down talking the stock so they buy it cheap, as and after the financial results are in suddenly AMD are the golden goose and everything about them is brilliant, AMD's stock surges and when they think its peaked they sell....

That repeats its self over and over and..... every quarter.

All those doom sayers, those who brought the stock down to sub $2 with their "AMD is about to go bust" hyperbole, those same pepole made a massive amount of money off the back of it, they knew what they were doing.

Yep, some big investors do like to talk up and down stock and they know they can and do move markets, and am fairly sure they're making a gain out of it. Some do get it wrong though. A big name UK investor (Neil Woodford) recently sold his fund's entire GlaxoSmithKline holding with quite negative comments. His biggest investment his fund has is AstraZeneca(similar company) which saw a 15% crash a few days ago - so that was a big mess-up. Of course longer term he may still be right about Glaxo and Astra but a few days ago people must have thought "what an idiot"

Erik13 · 3 Aug 2017 at 22:20

If minning performance of Vega is as good as Gibbo says then hurry and buy Amd stock before it is too late lol it will explode soon with Vega, Epyc and TR sales

LoadsaMoney · 21 Nov 2017 at 12:51

Nvidias market share rise, AMDs fall.

https://wccftech.com/nvidia-amd-intel-gpu-market-share-q3-2017/

TheRealDeal · 21 Nov 2017 at 13:03

LoadsaMoney said:
Nvidias market share rise, AMDs fall.

https://wccftech.com/nvidia-amd-intel-gpu-market-share-q3-2017/

AMD did not lose any share. It was Intel who did. Bear in mind AMD are close to bringing there Ryzen/Vega based Apu's to the market which should boost there share some.

AMD saw a total increase of 7.6%, their desktop GPUs alone increased by 16.1%, however that was only enough to keep them at the same ~13% of the global GPU market.

https://www.pcper.com/news/Graphics...-and-gamers-putting-smile-manufacturers-faces

DarrenM343 · 21 Nov 2017 at 13:35

TheRealDeal said:
AMD did not lose any share. It was Intel who did. Bear in mind AMD are close to bringing there Ryzen/Vega based Apu's to the market which should boost there share some.

https://www.pcper.com/news/Graphics...-and-gamers-putting-smile-manufacturers-faces

People say this or similar (AMD's release of......), but since AMD's Ryzen/Vega revival has really taken place the share price has headed downwards. It could have course change at any time. Ryzen seems to have given Intel's shareprice a boost so far rather than AMD's.
With AMD the saying "buy the rumour, sell the fact" seems to be true

. Can replace the word rumour with hype.

Hotwired · 21 Nov 2017 at 13:36

Looks flat as a pancake.

People are trying too hard to stir.

andybird123 · 21 Nov 2017 at 13:38

nvidia's discrete sales jumped 34% this quarter and the discrete market overall was only up 29%, meaning all of that 29% plus a bit went to nvidia - the AIB report will be out soon but some back of fag packet calculation means AMD is back down to low 20's in discrete share... selling a few extra APU's isn't going to make up for everyone shunning vega to buy nvidia cards as seems pretty obvious that was around 3-4million high end card sales that just went to nvidia instead of vega

TheRealDeal · 21 Nov 2017 at 14:07

DarrenM343 said:
People say this or similar (AMD's release of......), but since AMD's Ryzen/Vega revival has really taken place the share price has headed downwards. It could have course change at any time. Ryzen seems to have given Intel's shareprice a boost so far rather than AMD's.
With AMD the saying "buy the rumour, sell the fact" seems to be true . Can replace the word rumour with hype.

People can say what they like but it's been ages since AMD really had a good Apu especially the Cpu part. There is plenty to be optimistic about on this front. The Discrete Gpu side not so much atm. I take it you were very skeptical about Zen and look at what that did to the share price.

David Bisset · 21 Nov 2017 at 14:23

andybird123 said:
nvidia's discrete sales jumped 34% this quarter and the discrete market overall was only up 29%, meaning all of that 29% plus a bit went to nvidia - the AIB report will be out soon but some back of fag packet calculation means AMD is back down to low 20's in discrete share... selling a few extra APU's isn't going to make up for everyone shunning vega to buy nvidia cards as seems pretty obvious that was around 3-4million high end card sales that just went to nvidia instead of vega

You talking about their current APUs or Ravens Ridge and other future APUs building on the successful CPU releases?

Worth remembering if e.g. Raven Ridge can do well that the APU market is much larger than the discrete market in terms of units sold so it can more than make up for the swings nvidia might be getting in the dGPU space. $ per unit is lower though.

andybird123 · 21 Nov 2017 at 15:02

David Bisset said:
You talking about their current APUs or Ravens Ridge and other future APUs building on the successful CPU releases.

I'm talking about the last quarter, I'm not speculating on the future

Vince · 21 Nov 2017 at 16:46

Erik13 said:
If minning performance of Vega is as good as Gibbo says then hurry and buy Amd stock before it is too late lol it will explode soon with Vega, Epyc and TR sales

No other card outside of pro cards can touch Vega in crytographic, financial and scientific workloads. It's compute performance is really something. In the above workloads it is often beating out the Titan cards and cards that are twice as expensive or more.

https://techgage.com/article/a-look-at-amds-radeon-rx-vega-64-workstation-compute-performance/

Share price and market share is still looking pretty meh. The building blocks are in place though and you can only really hope they continue to improve.

andybird123 · 21 Nov 2017 at 17:07

He said mining - just looking at a couple of reviews vega manages around the same as a titan in terms of hasrate for ethereum (where AMD are "strongest") the problem with this is that that means any of the cards below the titan are more efficient and obviously cheaper to buy, so miners arent really buying vega

Anyone comparing a vega to a titan for mining is doing it purely to try to make the vega look good when it gives a very slanted perspective as no one is buying titans to mine on either

CAT-THE-FIFTH · 21 Nov 2017 at 17:13

Wait,AMD and Nvidia both sold more cards in total?? So basically total card sales have gone up - so why is that being ignored on purpose?? It shows you the dGPU market is starting to rebound as AMD and Nvidia in total are selling MORE cards.

Edit!!

I looked at the PCPER article - Intel's share of the graphics market is actually starting to decrease overall since 2015,meaning more dGPUs are starting to displace their IGPs.

Second Edit!!

I wonder if this is in part down to Ryzen as it lacks an IGP?? Hence someone who builds a Ryzen system needs an AMD or Nvidia card for their desktop.

Vince · 21 Nov 2017 at 17:26

andybird123 said:
He said mining - just looking at a couple of reviews vega manages around the same as a titan in terms of hasrate for ethereum (where AMD are "strongest") the problem with this is that that means any of the cards below the titan are more efficient and obviously cheaper to buy, so miners arent really buying vega

Anyone comparing a vega to a titan for mining is doing it purely to try to make the vega look good when it gives a very slanted perspective as no one is buying titans to mine on either

If mining isn't a cryptographic workload then I have no idea.. I know several miners running modded 56's in their mining rigs so to say nobody is buying them for that is frankly wrong, Vega 56 can happily exceed a titan in eth at 40+ mh/s while using just below 200 watt which actually makes them pretty decent in terms of return/efficiency. I have tried some mining on both 10 series nv gpu's and Vega as well as other rx cards and I know where my money would go.

Amd cards for the most part are just easier to mine with and get good results. Personally I gave up mining back in 2014 after stockpiling btc and ltc, today I just sit pretty and watch the value go up day by day but it doesn't mean I haven't seen what it can do.

None of this matters anyway. The share price is the share price regardless of mining capabilities

DarrenM343 · 21 Nov 2017 at 17:28

TheRealDeal said:
People can say what they like but it's been ages since AMD really had a good Apu especially the Cpu part. There is plenty to be optimistic about on this front. The Discrete Gpu side not so much atm. I take it you were very skeptical about Zen and look at what that did to the share price.

No, I was actually positive, positive enough to buy some AMD stock. I do fully believe AMD will do well but the reality of Zen hitting the market hasn't done a lot for the share price on the positive side. Intel have rushed out a load of CPU's at least partly due to the threat from AMD and their share price has gone even higher

.

So what I'm saying is that the AMD share price did well in the run up to the Ryzen release but not after.

Vince · 21 Nov 2017 at 17:34

DarrenM343 said:
No, I was actually positive, positive enough to buy some AMD stock. I do fully believe AMD will do well but the reality of Zen hitting the market hasn't done a lot for the share price on the positive side. Intel have rushed out a load of CPU's at least partly due to the threat from AMD and their share price has gone even higher .

So what I'm saying is that the AMD share price did well in the run up to the Ryzen release but not after.

Always seems to be the way with AMD shares. Sell on news not results seems to be the norm. Still a decent buy imo.

CAT-THE-FIFTH · 21 Nov 2017 at 17:39

GPU attachment rates were up in Q3 2017, with 39.55 per cent of all PCs shipping with discrete GPUs, that's up 4.18 per cent.

"AMD's notebook APU shipments were up 2.2 percent. Desktop discrete GPUs increased 16.1 per cent from last quarter, and notebook discrete shipments increased 5.2 per cent. AMD's total PC graphics shipments increased 7.6 per cent from the previous quarter."

That indicates AMD desktop APU shipments have probably crashed,otherwise their marketshare would not have been flat.

It seems the market shares of Matrox and S3 have finally disappeared into the noise, leaving only Intel, AMD and NVIDIA represented in the breakdown of global GPU market share. In all cases the total amount of sales have gone up, which fits in with seasonal patterns and demonstrates that while the PC market may be wounded, it is far from dead. Intel's total GPU sales increased by 5% from last quarter, which translated to a loss of 3.2% of total market share. AMD saw a total increase of 7.6%, their desktop GPUs alone increased by 16.1%, however that was only enough to keep them at the same ~13% of the global GPU market. NVIDIA saw the biggest increase, a 29.5% jump in sales, which gives them just under 20% of the GPU market to call their own.

Looking at the figures,its quite interesting,it shows that more people are equipping Intel systems with dGPUs and Ryzen having no IGP means more dGPU sales for both AMD and Nvidia. It might explain why Nvidia kind of likes Ryzen!!

So AMD and Nvidia have both increased dGPU sales,at the expensive of Intel but Nvidia got more of them,and I suspect a lot of the increase might even be down to Ryzen,as the Intel drop is nowhere as big as the increase in BOTH AMD and Nvidia sales.

DarrenM343 · 21 Nov 2017 at 18:00

Vince said:
Always seems to be the way with AMD shares. Sell on news not results seems to be the norm. Still a decent buy imo.

There's quite a lot of varying opinion out there. Some reckon they're worth I think $6 or $8 while others see the current price as a buying opportunity. I do believe in the latter but cautiously and need some good news/rumour/hyper to help bring the buyers back

.

CAT-THE-FIFTH said:
That indicates AMD desktop APU shipments have probably crashed,otherwise their marketshare would not have been flat.
Looking at the figures,its quite interesting,it shows that more people are equipping Intel systems with dGPUs and Ryzen having no IGP means more dGPU sales for both AMD and Nvidia. It might explain why Nvidia kind of likes Ryzen!!

Yeah, IGP are rubbish

. I took a TXP out of a 6700K system recently expecting the 6700K to run two monitors, one 1440P from the iGP but did it heck, it wouldn't support 1440P end of story. I know my old 3770K didn't but expected the 6700k to handle it. Had to stick a 730 GT in

andybird123 · 21 Nov 2017 at 18:12

Vince said:
If mining isn't a cryptographic workload then I have no idea.. I know several miners running modded 56's in their mining rigs so to say nobody is buying them for that is frankly wrong, Vega 56 can happily exceed a titan in eth at 40+ mh/s while using just below 200 watt which actually makes them pretty decent in terms of return/efficiency. I have tried some mining on both 10 series nv gpu's and Vega as well as other rx cards and I know where my money would go.

AMD release vega and sell the same number of cards as the quarter before, but nvidia sell 4 million more having released nothing new.

That doesnt scream miners snapping up vega, it says to me that most of the people waiting for vega bought nvidia instead. That could be gamers but then that means miners are a tiny fraction of gpu sales now.