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[TH]AMD Ryzen: Good For Enthusiasts, Bad For Investors - Page 6

post #51 of 226
Quote:
Originally Posted by CynicalUnicorn View Post

Holy crap there are a lot of Raspberry Pi kits for sale.

And several hundred EVGA PSUs.
post #52 of 226
Quote:
Originally Posted by Liranan View Post
 

Their stocks dropping is due to Goldman Scum short selling them so they can buy more than the 350 million worth they've already bought.

 

 

You have no idea what you're talking about.  Goldman isn't short selling, all that information is public in fact.  The last time they even touched AMD stock was on Feb 14th.  This thread is just filled with misinformation from people who clearly don't invest in the stock market.

 

Quote:
Originally Posted by Ha-Nocri View Post

Margin decrease is because of increase in consoles sales, not because of RyZen
 
 
Absolutely correct.  Anyone who actually looked/listened through the earnings would know this.

Edited by dmasteR - 5/4/17 at 11:43am
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post #53 of 226
Thread Starter 
Quote:
Originally Posted by dmasteR View Post


You have no idea what you're talking about.  Goldman isn't short selling, all that information is public in fact.  The last time they even touched AMD stock was on Feb 14th.  This thread is just filled with misinformation from people who clearly don't invest in the stock market.


Sure, margin decrease for the current quarter is due to consoles, but no one cares about the current quarter.

It's the next quarter, where Ryzen 7 and 5 will be on shelves for the entirety of the quarter, that is the problem.

AMD predicts lower margins during this period.


.
Edited by Computurd - 5/4/17 at 11:51am
post #54 of 226
Quote:
Originally Posted by Computurd View Post


Sure, margin decrease for the current quarter is due to consoles, but no one cares about the current quarter.

It's the next quarter, where Ryzen 7 and 5 will be on shelves for the entirety of the quarter, that is the problem.

AMD predicts lower margins during this period.


.

 

Just stop.

 

Read the transcript please of the earnings as they talked about this precisely.

 

They expect MORE console sales next quarter.

 

EDIT:  In fact i'll even copy paste the transcript since you replied without even reading it.

 

Quote:
When you look sequentially, because of the mix of our business, game consoles were at the lowest point in the first quarter, and there will be a ramp of game consoles going into the second quarter. So the relative mix of the business sees more game consoles in the second quarter relative to the first quarter. So that's the reason for the sequential guidance. But again, if you look year-on-year, Q2 '17 to Q2 '16, you see again a nice margin expansion as a result of the strength of the products.

Edited by dmasteR - 5/4/17 at 11:55am
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post #55 of 226
Quote:
Originally Posted by CynicalUnicorn View Post

The first mistake they made is thinking that 1) all motherboards are unlocked, 2) people actually know about overclocking, and 3) people will buy and overclock the cheapest chip. 1800X sales haven't been 0, after all. I can certainly say right now that I'd be much more willing to go AMD because the cheaper part is unlocked. If I have to spend $500 for an unlocked Ryzen when an unlocked i7 is $400, you better believe I'll go Intel (or at least more strongly consider it), while in reality, it's much harder to justify Intel when AMD offers a largely better platform (for my purposes) for less money. It's hard to say for sure what the impact due to unlocking everything was, but if I had to guess I would say it was somewhere between neutral and positive. thumb.gif

It's also very stupid to say that the Q1 results are indicative of Ryzen. They aren't, at all. Ryzen R7, the high-end expensive option, was only out for a single month that quarter and Ryzen R5 I don't think was out at all. That is a HEDT enthusiast platform. Once the R3s and APUs start rolling into consumer systems, and once Naples the dual-socket server platform is released, we can really see what Ryzen can do. But right now it's completely inappropriate to analyze even the effects of the initial enthusiast release.


Out of all my friends and co workers, I am the only one who overclocks or knows what the bios is. Overclocking is not nearly as popular as you think.

People buy the fastest part they can afford.
Quote:
Originally Posted by TheLAWNOOB View Post

If you want to spend 50% more on a 1800X to get 10% gain, you might as well get intel.


So spend 2x the money for the same performance? rolleyes.gif
Quote:
Originally Posted by Maelthras View Post

But the thing is they are all just lower binned parts of the same chip, so essientially they are selling inferior parts better. Increasing their profit.


Exactly.
Quote:
Originally Posted by Computurd View Post

Sure, margin decrease for the current quarter is due to consoles, but no one cares about the current quarter.

It's the next quarter, where Ryzen 7 and 5 will be on shelves for the entirety of the quarter, that is the problem.

AMD predicts lower margins during this period.


.
post #56 of 226
Quote:
Originally Posted by Ultracarpet View Post


Actually there was, and lots of people still are buying the 1800x and 1700x because overclocking isn't something that everyone does. Just imagine all the Intel K line chips out there that have never had their multi's touched. I could argue that Intel's "stratifying" is actually losing them revenue, because people are smart enough to know that "hey I'm never going to overclock this so i can save money and get the locked variant". That is pretty much as valid, and dumb, as saying AMD is losing revenue by making all their chips unlocked.

 

That'll be me. In the end being a cheapskate got the upper hand, but I did consider the 1700X for quite a while just so I didn't have to be bothered with manual overclocking.

   
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post #57 of 226
Ryzen has been on the market Since March. The earning report a month of sales which includes poor reviews, motherboard shortages, bios issues, and AMD's usual spectacle of self-sabotage...

Projections from the Q4 CFO Commentary:




Results from the Q1 CFO Commentary :






Quote:
Originally Posted by Computurd View Post

Sure, margin decrease for the current quarter is due to consoles

Eh? Gross margins were up 2% y/y and q/q...



Edited by Slomo4shO - 5/4/17 at 1:17pm
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post #58 of 226
Adorned TV has some good commentary on this:



post #59 of 226
Pure speculation. If the R7 1700 didn't exist, people would but the 1800, they'd just get a cheaper intel part.
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post #60 of 226
Quote:
Originally Posted by pas008 View Post

its selling out but with small profit

example intel selling 1 $1000 cpu makes 700 profit
amd sells one $500 cpu makes 60 profit

this has nothing to do with performance, it has to do with cost and overhead
remember intel has their own fab, amd has to pay and then lower their prices to be competitive which kills overall profit

Very unlikely AMD makes only 60$ which each 1800x sale, I would say it's over 300$.
The 1800x probably has the best margins out all their consumer parts.

AMD's profit margins are kept low by the console chips but I don't see how that is a huge problem in general.
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