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[SeekingAlpha] AMD Reports 2015 Third Quarter Results - Page 5

post #41 of 79
Quote:
Originally Posted by Quantum Reality View Post

So basically if AMD can deliver, let's say, 20-30% more performance over a 9590 for a nominal TDP of 90-110W, and at a price comparable with the 9590 today (~$300 Canadian at NCIX), I might just be persuaded to switch platforms rather than drop in a 4770K or a 5775C into this Z97 box of mine.

Overclock, performance, and TDP, all of them, are being dominated by intel.
Even with the new zen at 14nm, AMD will need to do infinity loops in the air in order to get similar performance on the same TDP. I don't think they have the tech or research to make it happen.
They are pretty much selling their CPUs at cost or loss just to stay in the market.
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post #42 of 79
Quote:
Originally Posted by ku4eto View Post

How about just post nVidia and AMD Q3 market share, so we can have easier comparable results ?

While nvidia hadn't publish Q3 yet, in the last 4 quarters they have been in steady increase of 5-9% (with 16% increase when maxwell 2 came out).
They won't gain that same 16% because nothing new came out, but my guess, and with stock price steady, they aren't losing anything.
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post #43 of 79

It has been a rough year for them overall. I am actually going to be interested to see how their financial health is in 2016 when they release their new GPU lineup and have progressed more with their internal restructuring.

post #44 of 79
Quote:
Originally Posted by escksu View Post

The world has no problems with using just Intel CPUs

I don't quite think the world has agreed on that; at least I hope not.

http://venturebeat.com/2015/07/16/more-hints-that-amd-is-building-nintendo-nxs-processor/
post #45 of 79
The one thing that a lot of people are overlooking is that AMD has a definite expiration date if they can't turn a complete 180° from their current trajectory. AMD owes $2.025 billion (billion with a "B") in long-term debt between now and 2024, with $1.05 billion of it due by 2020. For reference, AMD's entire market cap is $1.72 billion (i.e. significantly less than their entire debt load) and only has $755 million in cash/equivalents (i.e. barely more than their debts due in March 2019).



If AMD keeps scuffling along with a ~15% market share of x86 chips and a ~25% share of discrete GPUs, their fate will be sealed. The only question would be if Abu Dhabi decides to bail them out and go private, or just do a fire sale of AMD's existing patents and then have the BOD declare bankruptcy.
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post #46 of 79
Quote:
Originally Posted by TheBloodEagle View Post

I don't quite think the world has agreed on that; at least I hope not.

http://venturebeat.com/2015/07/16/more-hints-that-amd-is-building-nintendo-nxs-processor/
Just look at the comments of that website.Full with AMD haters and people who don't know a thing about performance, but know that Intel is better purely by name.
Quote:
Originally Posted by svenge View Post

The one thing that a lot of people are overlooking is that AMD has a definite expiration date if they can't turn a complete 180° from their current trajectory. AMD owes $2.025 billion (billion with a "B") in long-term debt between now and 2024, with $1.05 billion of it due by 2020. For reference, AMD's entire market cap is $1.72 billion (i.e. significantly less than their entire debt load) and only has $755 million in cash/equivalents (i.e. barely more than their debts due in March 2019).



If AMD keeps scuffling along with a ~15% market share of x86 chips and a ~25% share of discrete GPUs, their fate will be sealed. The only question would be if Abu Dhabi decides to bail them out and go private, or just do a fire sale of AMD's existing patents and then have the BOD declare bankruptcy.

The CPU share % should be higher, their APU's sell good.
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post #47 of 79
Quote:
Originally Posted by Defoler View Post

While nvidia hadn't publish Q3 yet, in the last 4 quarters they have been in steady increase of 5-9% (with 16% increase when maxwell 2 came out).
They won't gain that same 16% because nothing new came out, but my guess, and with stock price steady, they aren't losing anything.
Uhm, no, nVidia on Q2 actually had a slight decline compared to AMD, while Intel gained and AMD stayed on same (this was considering all graphics).
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post #48 of 79
post #49 of 79
Quote:
Originally Posted by Themisseble View Post

AMD stock at 2.21$
http://www.fool.com/investing/general/2015/10/22/5-things-advanced-micro-devices-incs-management-wa.aspx


I think AMD survived worst part....
For less than 1 month , their stock prices went up with 0.50$, thats good news.
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post #50 of 79
Quote:
Originally Posted by ku4eto View Post

The CPU share % should be higher, their APU's sell good.

Um, they might in Eastern Europe (and perhaps India / China / etc.), but they're largely unsaleable elsewhere. To wit, here's some hard data:

Q2 2015 Graphics market share (including integrated graphics)

INTEL 75.2%
NVIDIA 14.1%
AMD 10.7%


Note that those numbers reflect only consumer x86 processors (i.e. Celeron/Pentium/Core) for Intel, but both x86 APUs and discrete graphics cards for AMD. Another way to picture that number is that Intel sold 5 times as many consumer CPUs than AMD did of their APUs and dGPU cards combined. Also, since NVIDIA doesn't sell x86 chips that means that they sold more discrete GPUs than AMD did APUs and discrete GPUs combined as well. While the above numbers don't cover AMD's AM3+ chips, they also don't cover Intel's Xeon chips either.

As for just x86 market share by itself, AMD had these numbers as of the end of 2014. While the numbers are somewhat stale, they're most likely still accurate since AMD has only released Godavari (i.e. a 28nm Kaveri refresh) and Carrizo (largely MIA in the mobile market) since then; Intel also launched a new 14nm microarchitecture in Skylake during that time frame.

Q4 2014 x86 market share

1.3% of x86 server market share
7.7% of x86 mobile market share
11.7% of x86 desktop market share
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