The Official AMD shares thread

[AtW]

21.12usd2.59 (10.92%)

[AtW]

AMD Ryzen 3000 Specs & Prices Leaked, Upto 16 Cores & 5.1GHz on AM4

[northernladuk]

Well this very rarely happens to me but sold AMD to make an 8% gain in a day or two. Bought Barratt Developments last night which I've been watching sink for awhile so jumped in and 6% gain today. Can't remember the last time I've made back to back increases of that size in two days. Very pleased.

Just in a quandary what to do about AMD. Can't make my mind up if it's going to bounce hard or carry on sinking..... I'm edging towards the latter...

[DimPrawn]

AMD Ryzen 3000 Specs & Prices Leaked, Upto 16 Cores & 5.1GHz on AM4

In the CPU space, AMD have feck all market share. Intel is the daddy.

In the GPU space, AMD are big players, but the massive gains in share price were driven by GPU mining of tulipcoins. Now that has died, who is going to be buying shed loads of high end graphic cards for PC's?

Answer - no one.

Based on this AMD are toast at current share prices.

HTH BIDI

[Zigenare]

In the CPU space, AMD have feck all market share. Intel is the daddy.

In the GPU space, AMD are big players, but the massive gains in share price were driven by GPU mining of tulipcoins. Now that has died, who is going to be buying shed loads of high end graphic cards for PC's?

Answer - no one.

Based on this AMD are toast at current share prices.

HTH BIDI

Also, where's the market for more than 8 "cores" in a consumer market?

[DimPrawn]

Also, where's the market for more than 8 "cores" in a consumer market?

Very niche, it won't drive sales and it won't boost the share price.

[AtW]

Infidels, repent!!!

[AtW]

In the CPU space, AMD have feck all market share. Intel is the daddy.

Yes, which is why AMD can capture very nice slice of server market, VB6 code monkeys like you got no idea what the prices of modern Intel Xeons are.

On GPU front you also got no clue about what happens with pricing of leaders NVIDIA cards - all this creates opening for THE ONLY other company that competes with them.

That company is AMD.

[AtW]

Also, where's the market for more than 8 "cores" in a consumer market?

The only reason 8 cores are not mainstream is because Intel had no reason to do it when they could sell 4 cores without competitive offering from AMD.

8 cores about to become the new mainstream offering in desktops, which are now having a bit of a renaissance - Intel got shortage of desktop chips.

NEXT!

[AtW]

New Zen from AMD had only a few shortcomings:
1) AVX2 was not using true 256 bit processing so it was half the speed of Intel (although AMD did not clock chip down when AVX2 was used, so in reality difference was less than half)
2) Variable memory access latency because their design had effectively local/far memory and OS was not tuned for that
3) Clocks were a bit lower than Intels

All that gets fixed next year with new 7nm process from proven fab - TSMC.

Might upgrade my home system to AMD next year, first time since AMD DX40