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[AMD]Q4 2015 financial results - Page 7

post #61 of 99
Quote:
Originally Posted by CDub07 View Post

I don't that really matters. If AMD can land between the 3rd and 5th gen of Intel, that's going to give a lot of people who have been waiting for AMD...i.e....AMD fanboys, business IF manufacturers make a cheaper AMD than Intel.(Remember a lot of places are still running XP hardware.) For everyday use Intel / AMD are the same.

AMD needs to be better than INTEL and Nvidia to sell well. This is because the brand is generally seen as inferior, particularly when it comes to business perceptions. Thus as a result, AMD needs to be superior compared to it's competitors to sell well. At similar performance and lower price, they sell worse, as it's nvidia(particularly against Nvidia as of late) and Intel revenue show.

At worse performance and better pricing, they simply don't sell well at all and usually have quarters where they take a substantial loss as the last few years have shown.

The AMD brand is trash as the ability of its competitors to charge a substantial premium at similar performance shows and still outsell AMD in sales.

I am hoping zen is fantastic, but I am not holding my breath for it. They CPU releases for the last decade have been disappointing. Nonetheless there is hope because skylake was a disappointment as well.
post #62 of 99
Quote:
Originally Posted by Clocknut View Post

Whatever it is AMD is only a tool for me to get Intel/Nvidia to release a better product for me to buy. Thats the only thing in AMD I see.

And to keep us out of the dark ages.
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post #63 of 99
Happy to see amd is doing better can't wait to see what ZEN does
post #64 of 99
Thread Starter 
Quote:
Originally Posted by tajoh111 View Post

AMD needs to be better than INTEL and Nvidia to sell well. This is because the brand is generally seen as inferior, particularly when it comes to business perceptions. Thus as a result, AMD needs to be superior compared to it's competitors to sell well. At similar performance and lower price, they sell worse, as it's nvidia(particularly against Nvidia as of late) and Intel revenue show.

At worse performance and better pricing, they simply don't sell well at all and usually have quarters where they take a substantial loss as the last few years have shown.

The AMD brand is trash as the ability of its competitors to charge a substantial premium at similar performance shows and still outsell AMD in sales.

I am hoping zen is fantastic, but I am not holding my breath for it. They CPU releases for the last decade have been disappointing. Nonetheless there is hope because skylake was a disappointment as well.

Question is how the market responds when Zen is say 30% slower than the competition. Will that count or will gamers and the market look at it doesnt matter as long as the CPU doesnt bottleneck the GPU
post #65 of 99
Quote:
Originally Posted by iLeakStuff View Post

Quote:
Originally Posted by tajoh111 View Post

AMD needs to be better than INTEL and Nvidia to sell well. This is because the brand is generally seen as inferior, particularly when it comes to business perceptions. Thus as a result, AMD needs to be superior compared to it's competitors to sell well. At similar performance and lower price, they sell worse, as it's nvidia(particularly against Nvidia as of late) and Intel revenue show.

At worse performance and better pricing, they simply don't sell well at all and usually have quarters where they take a substantial loss as the last few years have shown.

The AMD brand is trash as the ability of its competitors to charge a substantial premium at similar performance shows and still outsell AMD in sales.

I am hoping zen is fantastic, but I am not holding my breath for it. They CPU releases for the last decade have been disappointing. Nonetheless there is hope because skylake was a disappointment as well.

Question is how the market responds when Zen is say 30% slower than the competition. Will that count or will gamers and the market look at it doesnt matter as long as the CPU doesnt bottleneck the GPU

If something like that is the case then they will play their usual game of competitive pricing. AMD fanboys can only buy so many of these so they really do need to get some competitive performance to do any real good (hope they do).

Have to see how DX12 or Vulcan plays into this as well, if either of those get any decent adoption that is.
post #66 of 99
Thread Starter 
Quote:
Originally Posted by Faster_is_better View Post

If something like that is the case then they will play their usual game of competitive pricing. AMD fanboys can only buy so many of these so they really do need to get some competitive performance to do any real good (hope they do).

Have to see how DX12 or Vulcan plays into this as well, if either of those get any decent adoption that is.

I dont think AMD fanboys is enough. Nor is the $150 pricetag for a high end CPU which the competition charge $600 for. Look at the numbers.
I think it come down to how they would market the chips vs Intel and how they compare them. I bet initial reviewers get strict guidelines on how they should test or atleast conclude the reviews.

I think -30% seems reasonable vs Kaby Lake (Intels CPUs when Zen launch)

Execution will be make or break for AMD
post #67 of 99
Quote:
Originally Posted by Faster_is_better View Post

If something like that is the case then they will play their usual game of competitive pricing. AMD fanboys can only buy so many of these so they really do need to get some competitive performance to do any real good (hope they do).

Have to see how DX12 or Vulcan plays into this as well, if either of those get any decent adoption that is.

Honestly, not really. If AMD made a chip tomorrow that runs cool and uses less power than an average Intel chip, they'll be in a much better spot than they would be with the king of performance chip.
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post #68 of 99
Quote:
Originally Posted by iLeakStuff View Post

I dont think AMD fanboys is enough. Nor is the $150 pricetag for a high end CPU which the competition charge $600 for. Look at the numbers.
I think it come down to how they would market the chips vs Intel and how they compare them. I bet initial reviewers get strict guidelines on how they should test or atleast conclude the reviews.

I think -30% seems reasonable vs Kaby Lake (Intels CPUs when Zen launch)

Execution will be make or break for AMD

30 percent slower will ensure that AMD fails. Business's tend to stay with what's they already have or what is the market leader because in the grand scheme of things, hardware is a smaller cost compared to software and labour. Consumers at the moment tend to stay away from AMD because AMD has been inferior for CPU's far too long. Initial zen is high end only and these products are for enthusiasts.

Particularly because high end zen launches first and this is the group is the least price sensitive, being cheaper won't be enough when it is that much of a difference. In addition, the CPU is just one component in a system In a computer, a CPU costing 100-200 dollars higher in the overall price of the system in the highend, adds only 15-5% more cost to the system. What this means is that most enthusiasts can cough up the money to buy intel if it means double digits difference in performance.

What AMD can do however is clock their cards high and leave less headroom in the cards. I think this is what AMD is planning because of the new cooler. For product launches, reviews are everything. I think AMD is willing to take a performance per watt hit in the high end and I think it would be the right choice since enthusiasts care less about power consumption(enthusiastic care more about noise). If AMD is willing to put out a 200 watt product and target it against intels 130 watt products, I think AMD can get within single digits difference in performance.
post #69 of 99
I don't think so. AMD could produce 200W CPUs but unless they get the mobo makers to not put out crap 4 phase mobos I see hitting mid to high clocks low power. They will be produced on what 16 or 20nm tech so we don't know what kind of clocks to watts AMD will be able to hit.
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post #70 of 99
Quote:
Originally Posted by CDub07 View Post

I don't think so. AMD could produce 200W CPUs but unless they get the mobo makers to not put out crap 4 phase mobos I see hitting mid to high clocks low power. They will be produced on what 16 or 20nm tech so we don't know what kind of clocks to watts AMD will be able to hit.


Er what? You are going off some pretty old information on this. While it is true we won't know what kind of clocks to expect they aren't being produced on "16 or 20nm."

AMD is using Samsung's 14nm process. They started sharing resources (Global Foundries and Samsung) with them back in 2014. They are (for once) ahead of schedule, and by what they showed off at CES, significantly.

For those asking about when to buy AMD stock. Now is the time. Generally anytime it's below two dollars a share. But this year is an especially good time since as of 2nd quarter, AMD will be releasing a ton of new product all the way through September. Even if it is underwhelming and doesn't "Save the company," it will be revenue sources they haven't had in two to three years finally coming to fruition on top of their console contracts. On top of that, this will be the first year they won't owe TSMC an absurd amount of money for unused wafers.
Edited by yawa - 1/20/16 at 4:46pm
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