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[TH]AMD Ryzen: Good For Enthusiasts, Bad For Investors

post #1 of 226
Thread Starter 
There's no doubt that AMD has margin problems, a big portion of the investment community dumped their stock due to the reduced margins. It's apparent that part of the problem stems from the unlocked multi's, though. AMD is slashing prices on high end models because everyone is jumping on the cheap models.
Quote:
That's where unlocked multipliers present an issue. We love the fact that all of AMD's processors feature unlocked multipliers, but it also means that many reviewers (us included) suggest that you simply purchase the Ryzen 7 1700 instead of the more expensive "X" models (Ryzen 7 1800X and 1700X). For instance, the Ryzen 7 1700 is AMD's most popular Ryzen processor on the Amazon Best Sellers list, although that isn't entirely unexpected given its lower price point.
The "X" and non-"X" processors feature similar overclocking headroom, so for enthusiasts, you can gain quite a bit of extra value by eschewing the more expensive top-end variant. We've also seen similar recommendations for the Ryzen 5 series.

http://www.tomshardware.com/news/amd-stock-slump-ryzen-cpu,34318.html
post #2 of 226
Only loosely related to Ryzen being unlocked, but yes, the number of sales they gain by advertising fully unlocked parts is probably lower than the margin lost by doing so.
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post #3 of 226
Tom's is just a bunch of idiots, I saw this same crap yesterday in a facebook post, and they simply don't know crap. AMD is selling every single ryzen chip they are making, so not entirely sure where tom's get their information but it's complete crap. The only real issue at the beginning was motherboard availability and that's been solved because of how many vendors are making am4 boards.
post #4 of 226
Thread Starter 
Interesting. They must be just selling the chips at deep discounts for no reason. Who needs money? tongue.gif
post #5 of 226
Also i would like to remember to evryone, that a person should weight a lot of $ to really give clues about real market shares trends.

You could never possibly know what lying behind, simply because we don't have the power and knowledge to do so.

I will just repost a quote from a wise OCN mate, that i found very nice, to explain shares market:
Quote:
Usually market share are 90% smoke screen, 10% real business!
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post #6 of 226
Saw this coming, lol. They also have too many parts in general.

R7 1800X - $489
R7 1800(locked 1700X) - $349

R5 1600X - $249
R5 1600(locked) - $209

R3 1400X(renamed 1500X) - $179
R3 1400(locked) - $159

XFR boost on 2 cores over all core boost.

would have been better.
Quote:
Originally Posted by Maelthras View Post

Tom's is just a bunch of idiots, I saw this same crap yesterday in a facebook post, and they simply don't know crap. AMD is selling every single ryzen chip they are making, so not entirely sure where tom's get their information but it's complete crap. The only real issue at the beginning was motherboard availability and that's been solved because of how many vendors are making am4 boards.

But the cheaper chips are outpacing the pricier ones. The 1600X and 1600 are the best sellers in Europe already and the 1700 is the best overall. Nobody recommends an 1800X or even 1700X, and everyone recommends the 1600 over the 1600X. It's because they won't clock past 4.1ghz. Some of the non-X parts don't even hti 4ghz but they're close enough and the price difference justifies it.
post #7 of 226
It really doesn't matter. AMD will be making more money on every chip they sell compared to BD that was severely under-priced for very large chips. When was the last time AMD sold a chip over $200 in meaningful quantities?
Edited by Tobiman - 5/4/17 at 7:14am
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post #8 of 226
One factor is also that the 1700 and 1600 come with a cooler. The higher models don't. And the stock cooler is actually quite good...
post #9 of 226
Margin decrease is because of increase in consoles sales, not because of RyZen
post #10 of 226
Quote:
Originally Posted by Tobiman View Post

It really doesn't matter. AMD will be making more money on every chip they sell compared to BD that was severely under-priced for very large chips. When was the last time AMD sold a chip over $200 in meaningful quantities?


True indeed, AMD will be fine. As always, could have done a better job though. Just like BD and Phenom II, no point in the top SKU even existing. It's a great value for consumers but there's a balance they can strike with investors too.
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