Congratulations AMD!

They had a great quarter considering it was basically all do it your selfer pc builders buying those first higher priced zen chips. It shows zen will be a good seller.

I can only imagine what the server and oem's will do to amd's bottomline now along with the mass market mainstream cpus and hedt as well.

As for vega we'll know soon enough. Itll either be high perf high price or good perf at a good price. If its good perf at high price well... theres always the pro market and there vega has def an edge in many respects.
 
I hope this is the start of a trend. It's been far too long since I've actually considered an AMD product over Intel or Nvidia. The big boys need to be shaken up.
 
ShaidarHaran said:
1 quarter at a time. Estimates for next quarter are up as well.
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Not everything is rosy in the garden I'm afraid. Analysts have started picking through the results and there is a concern (partly addressed by AMD at recent results call) regarding the crypto currency "factor" and how this might pan out when the wave stops. Here's an interesting article. http://www.investopedia.com/news/amd-sell-positioned-crash-70-citigroup/

AMD still need to keep their eye on the ball and they have to flawlessly execute their Vega launch with cards in retail almost immediately. If they end up like Fury with a big shortage of cards it could be a catastrophic disaster. Hopefully they can deliver.
 
LordHawkwind said:
Not everything is rosy in the garden I'm afraid. Analysts have started picking through the results and there is a concern (partly addressed by AMD at recent results call) regarding the crypto currency "factor" and how this might pan out when the wave stops. Here's an interesting article. http://www.investopedia.com/news/amd-sell-positioned-crash-70-citigroup/

AMD still need to keep their eye on the ball and they have to flawlessly execute their Vega launch with cards in retail almost immediately. If they end up like Fury with a big shortage of cards it could be a catastrophic disaster. Hopefully they can deliver.
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The biggest question is this; they may be selling more GPUs thanks to the craze, but who is making the lion share of profits from the insane prices that certain cards were going for over the past few months? I'm not betting that AMD is seeing all of that money... Yes, they benefit from selling their stock, but... I doubt that they're seeing much more than their already agreed upon supply rates.

As for their stock price; I honestly wonder what sort of manipulation is being attempted here. Opteron servers once released took 25% of the market share in about 3 or 4 years. That is some serious gains based on the idea that cheaper, faster, better works... Epyc has a lot of the same things going for it and it would not be completely unheard for history to repeat itself. The prices that have leaked have shown faster servers for a fraction of the Intel asking price; and if the Ryzen power management is continued as the chips get larger and larger, they should perform pretty well on a performance per watt basis... Couple that with Goldman purchasing a large stake (it was some $600 million) just at the Ryzen launch to have the share price jump off a cliff off of the financial results that missed their projections by less than $500,000? Insanity. So, why are they so bearish on a stock the gobbled up beforehand? I'm wondering if they're just trying to tank it again, gobble up more shares, and then stand atop the pile when the inevitable happens as AMD beats the doomsday projections.

This is all the more reason the people looking to create money out of thin air produce nothing but headaches for those who do actually create tangible products...
 
LordHawkwind said:
Not everything is rosy in the garden I'm afraid. Analysts have started picking through the results and there is a concern (partly addressed by AMD at recent results call) regarding the crypto currency "factor" and how this might pan out when the wave stops. Here's an interesting article. http://www.investopedia.com/news/amd-sell-positioned-crash-70-citigroup/

AMD still need to keep their eye on the ball and they have to flawlessly execute their Vega launch with cards in retail almost immediately. If they end up like Fury with a big shortage of cards it could be a catastrophic disaster. Hopefully they can deliver.
Click to expand...

Potential crypto crash is a limiting factor in the upper bound of the share price, but it hasn't happened until it happens so let's see what the next quarterly results look like in 3 months.
 
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