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AMD, which lost over $2.8B in 5 years, takes a hit after new report

arstechnica.com

41–50 of 91 posts

Re: AMD, which lost over $2.8B in 5 years, takes a hit after new report

#41

That report is so negatively biased it's suspicious. AMD finances were known to be dire for the last decade. They didn't established as just an intel competitor again, they won hard technical and market praises. The console and mining markets are not what to look at, what about the rest of the whole personal computer one ?

That report is so negatively biased it's suspicious. There are ten-year high levels of shorts on AMD, so there's speculation about how much of the bursts of negative press you see is basically market manipulation to unload a position. It's one of the more volatile stocks today, which would seem to make it a possible candidate for that sort of thing.

Serious question: Is this even actually a thing that happens?

I mean, obviously, it stands to reason that the right actor with the right investment portfolio and control of the right media outlets could pull something like this off, but it seems that there are very, very few people/companies in that position.

In fact, the Jeff Bezos / WaPo / Amazon nexus is perhaps the only example I can think of where this sort of thing is even possible, let alone carried out.

Do you have examples? I'd genuinely love to learn.

Re: AMD, which lost over $2.8B in 5 years, takes a hit after new report

#42

Earlier quoted context omitted.

I don't have desktops, I'm waiting to see their laptop CPUs.

https://www.anandtech.com/show/11964/ryzen-mobile-is-launche...

I suspect this will go into the next generation of consoles too. Both xbox and ps4 (also pro and x version) contain the old jaguar core from amd.

But what's up with the single channel ram in the ibm one? Both of the others have dual-channel.

Re: AMD, which lost over $2.8B in 5 years, takes a hit after new report

#43
post #18

Earlier quoted context omitted.

Chiming in to agree about Ars. I was really disappointed to see how there was no fact checking when the Voynich Manuscript "decoding" came out (granted they did publish an article retracting it, but even a cursory amount of fact checking could have told you that theory held no water), I simply don't trust any articles they publish outside of their core tech competency (and seeing articles like this hurt even my trust…

The voynich issue was a black spot. But somehow they tried to evolve bigger and got far from what they were. It was a very simple website before but the articles and people around were high grade. Now it's big thing with less quality all around. Market dynamics I suppose.

The last thing to do is adding a bunch of pro-SJW topics and you got another Verge/Vox/Polygon.

Re: AMD, which lost over $2.8B in 5 years, takes a hit after new report

#44
Regardless of how AMD CPUs compare against Intel CPUs, we need AMD to provide competition.

Personally, I greatly enjoy my 1950X, as it provides just about double the performance per dollar compared to Intel's offerings. But I can see how that assessment would not be true for others, especially gamers and servers.

But just look what the last year brought us in terms of performance and price from both AMD and Intel, after several years of stagnation from Intel, and duds from AMD. AMD revived the CPU market, by providing competition. We need AMD.

Re: AMD, which lost over $2.8B in 5 years, takes a hit after new report

#45

Regardless of how AMD CPUs compare against Intel CPUs, we need AMD to provide competition. Personally, I greatly enjoy my 1950X, as it provides just about double the performance per dollar compared to Intel's offerings. But I can see how that assessment would not be true for others, especially gamers and servers. But just look what the last year brought us in terms of performance and price from both AMD and Intel, af…

Similar arguments could be made in GPUs

Re: AMD, which lost over $2.8B in 5 years, takes a hit after new report

#46

Regardless of how AMD CPUs compare against Intel CPUs, we need AMD to provide competition. Personally, I greatly enjoy my 1950X, as it provides just about double the performance per dollar compared to Intel's offerings. But I can see how that assessment would not be true for others, especially gamers and servers. But just look what the last year brought us in terms of performance and price from both AMD and Intel, af…

wouldn't one of the real answer to this x86 emulation on ARM? is the reason why it's not happening because of patents only?

Re: AMD, which lost over $2.8B in 5 years, takes a hit after new report

#47

Earlier quoted context omitted.

Do you have alternative sources you would recommend instead of Ars? I quite like ars but if there are better publications out there I'd love to know.

Not found anything worthwhile really. Slashdot is still decent. Of course HN. User-run sites tend to be better. But I stopped reading Ars and The Register a while ago due to slippages in journalistic quality and various other hit pieces.

To be fair, The Register is good at UK/Oz/storage news, as well as puns - if those don't interest you, it's probably not worth reading. Also not sure what level of "journalistic quality" you're expecting from El Reg? Or any news outlet for that matter.

Re: AMD, which lost over $2.8B in 5 years, takes a hit after new report

#48

Earlier quoted context omitted.

Not found anything worthwhile really. Slashdot is still decent. Of course HN. User-run sites tend to be better. But I stopped reading Ars and The Register a while ago due to slippages in journalistic quality and various other hit pieces.

To be fair, The Register is good at UK/Oz/storage news, as well as puns - if those don't interest you, it's probably not worth reading. Also not sure what level of "journalistic quality" you're expecting from El Reg? Or any news outlet for that matter.

How about writing and publishing actual facts rather than hit pieces? I've seen El Reg push out several articles about non-UK things that were patently wrong -- and that their userbase ripped them for. No apology, no retraction, no update.

Re: AMD, which lost over $2.8B in 5 years, takes a hit after new report

#49

Earlier quoted context omitted.

The voynich issue was a black spot. But somehow they tried to evolve bigger and got far from what they were. It was a very simple website before but the articles and people around were high grade. Now it's big thing with less quality all around. Market dynamics I suppose.

The last thing to do is adding a bunch of pro-SJW topics and you got another Verge/Vox/Polygon.

They already did that when they went anti-GG and started taking cues from people like Brianna Wu. That was the start of the decline for them.

Re: AMD, which lost over $2.8B in 5 years, takes a hit after new report

#50
post #41

Earlier quoted context omitted.

That report is so negatively biased it's suspicious. There are ten-year high levels of shorts on AMD, so there's speculation about how much of the bursts of negative press you see is basically market manipulation to unload a position. It's one of the more volatile stocks today, which would seem to make it a possible candidate for that sort of thing.

Serious question: Is this even actually a thing that happens? I mean, obviously, it stands to reason that the right actor with the right investment portfolio and control of the right media outlets could pull something like this off, but it seems that there are very, very few people/companies in that position. In fact, the Jeff Bezos / WaPo / Amazon nexus is perhaps the only example I can think of where this sort of t…

I don't have handy documented examples of private individuals successfully manipulating the market with news, but supposedly during the '07 crash the banks had the rating agencies keep the ratings for the collapsing subprime MBS's dishonestly high long enough for the banks to get out of their subprime MBS positions. Not exactly the same but very similar.

https://en.wikipedia.org/wiki/Subprime_mortgage_crisis#Inacc...

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