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[Hexus] AMD reports 18 per cent year-on-year revenue growth - Page 2

post #11 of 39
The company's 52-week high roughly coincided with the March 2 launch of its new Ryzen line of desktop processors, which disappointed some gamers.
http://investorplace.com/2017/05/tuesday-vital-data-advanced-micro-devices-inc-amd-twitter-inc-twtr-tesla-inc-tsla/#.WQiOqWkrKUk

Gamers can move stock prices quite a bit it seems. Pretty shameful
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post #12 of 39
Server products un-released, Vega still not out, no APUs out yet. Yet they are still up 18% from last year. There is a lot that can still happen
 
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post #13 of 39
Quote:
Originally Posted by Biorganic View Post

Server products un-released, Vega still not out, no APUs out yet. Yet they are still up 18% from last year. There is a lot that can still happen

Oh. Agreed. Overlooked server products. AMD stock might be a good idea after all. They've got a significant lead on Intel when it comes to highly multi-threaded efficiency. Unless Intel resorts to some very dirty practices, AMD might be gaining a lot of market share soon.
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post #14 of 39
Quote:
Originally Posted by xioros View Post

Oh. Agreed. Overlooked server products. AMD stock might be a good idea after all. They've got a significant lead on Intel when it comes to highly multi-threaded efficiency. Unless Intel resorts to some very dirty practices, AMD might be gaining a lot of market share soon.

Pretty much this, especially since server should be the last thing to be overlooked. That is the best/largest market for AMD.\

Also, pay attention to what Goldman does not what they say. They keep downgrading AMD price target and simultaneously buying more when it drops. It would seem they want it for themselves........
Edited by Biorganic - 5/2/17 at 7:52am
 
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post #15 of 39
Quote:
Originally Posted by Biorganic View Post

Quote:
Originally Posted by xioros View Post

Oh. Agreed. Overlooked server products. AMD stock might be a good idea after all. They've got a significant lead on Intel when it comes to highly multi-threaded efficiency. Unless Intel resorts to some very dirty practices, AMD might be gaining a lot of market share soon.

Pretty much this, especially since server should be the last thing to be overlooked. That is the best/largest market for AMD.\

Also, pay attention to what Goldman does not what they say. They keep downgrading AMD price target and simultaneously buying more when it drops. It would seem they want it for themselves........

But Wallstreet would never do that, would they? rolleyes.gif
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post #16 of 39
Gained 2% from Intel. looking good.
Edited by budgetgamer120 - 5/2/17 at 8:52am
post #17 of 39
Good. I'll soon be join Team Red thumb.gif
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post #18 of 39
Is 2.2% really meaningful? I guess it's a 10% gain for AMD, but in such an Intel-saturated that's going to be tough to continue. I suppose once the APUs and server/workstation chips show up we'll see what really happens. Right now Ryzen is aimed at enthusiasts pretty much exclusively. A good Zen/Polaris-based APU would be awesome in laptops though, maybe even tablets.

EDIT: Oh, wait, this comes from Passmark's data. Yeah, that's probably skewed in AMD's favor then. I imagine the sorts of people who buy Ryzen are the sorts of people likely to bench their hardware like this. If we look at Steam's survey, for instance, the results aren't nearly as pretty: http://store.steampowered.com/hwsurvey/processormfg/

That's probably more accurate as far as overall processor adoption goes, though it does include a good deal of laptops, a type of computer that's nearly impossible to get in AMD flavor past about $500. It's too early to say that Ryzen has had no impact or that the marketshare is stagnant though. Earnings aren't great either, but to be fair Ryzen 7 (not even 5, and 3 isn't even released) was only out for a single month: http://www.anandtech.com/show/11319/amd-releases-q1-2017-earnings-vega-and-naples-in-q2

I'm expecting some slow and steady progress rather than overnight success. Hopefully they can get good laptop chips in before the back-to-school season, but it might be too late this year unless those are taped out already.
Edited by CynicalUnicorn - 5/2/17 at 8:33am
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post #19 of 39
/Merged two threads same subject in time stamp order
     
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post #20 of 39

What does AMD revenue has to do with them gaining 2% market share?

I do not see how it is remotely similar....
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