• Visitors can check out the Forum FAQ by clicking this link. You have to register before you can post: click the REGISTER link above to proceed. To start viewing messages, select the forum that you want to visit from the selection below. View our Forum Privacy Policy.
  • FREE workshop: Preparing contractors for Autumn : Weds 29th Sep at 7.15pm. More details here.

The Official AMD shares thread

Collapse
X
  •  
  • Filter
  • Time
  • Show
Clear All
new posts

    27.71 USD Price increase 0.50 (1.84%)

    Good way to finish the week - with tax free gains!

    This is better than houses!

    Comment


      Originally posted by AtW View Post
      27.71 USD Price increase 0.50 (1.84%)

      Good way to finish the week - with tax free gains!

      This is better than houses!
      not without squiggly lines, it isn't
      Entropy is NOT what it used to be.
      Inertia, however........................

      Comment


        27.96 USD Price increase 0.75 (2.76%)

        Comment


          Leak : AMD Showcasing 16 Core & 12 Core Ryzen 3000 Series CPUs to OEMs

          Comment


            Be funny if the all the new CPU's from AMD have some logic flaw like the original Pentium cpu.

            Share price 90% drop.

            Only kidding, I'd take no pleasure in such a thing.

            Comment


              Unlikely - logic is mainly a shrink from Zen 1 rather than some super brand new stuff (like built-in FPU in Pentium was)

              Biggest risk IMHO was production problems (it’s a novel design with chiplets) and/or inability to clock 7nm high enough to be competitive - if leaks are true clocks appear to be very good! It meant to be full speed AVX2 as well (unlike Intel that clocks chip down)

              Also they should not get too clever or greedy with pricing for server chips - it needs to be a no-brainer at least half price of Intel - this is the biggest risk now, some uncalled for moronic management decision
              Last edited by AtW; 12 May 2019, 09:55.

              Comment


                Originally posted by AtW View Post
                Unlikely - logic is mainly a shrink from Zen 1 rather than some super brand new stuff (like built-in FPU in Pentium was)

                Biggest risk IMHO was production problems (it’s a novel design with chiplets) and/or inability to clock 7nm high enough to be competitive - if leaks are true clocks appear to be very good! It meant to be full speed AVX2 as well (unlike Intel that clocks chip down)

                Also they should not get too clever or greedy with pricing for server chips - it needs to be a no-brainer at least half price of Intel - this is the biggest risk now, some uncalled for moronic management decision
                To me it seems all the good news / rumour is priced in. Reality often fails to live up to hype, and in such a scenario there could be a sharp correction in the share price. Something to consider.

                Comment


                  What’s not priced in is takeover by a big firm like Samsung who happen to have advanced fabs, so more margin overall

                  Hopefully by that point shares will hit 100 bucks

                  Comment


                    If fabrication is your thing then you should really watch ASML, they are the leaders when it comes to reliability of fabrication manufacturing equipment by a country mile.
                    "Never argue with stupid people, they will drag you down to their level and beat you with experience". Mark Twain

                    Comment


                      Originally posted by scooterscot View Post
                      If fabrication is your thing then you should really watch ASML, they are the leaders when it comes to reliability of fabrication manufacturing equipment by a country mile.
                      It’s too far from final product like high margin server chips

                      Comment

                      Working...
                      X