AMD stock rises after best earnings in 7 years

Post by chemmail » Thu, Jul 26, 2018, 10:52 AM UTC

onli wrote: post #56

J0-nas wrote: post #45

Earlier quoted context omitted.

Are you concerned about the state of AMD GPUs? They couldn't compete in terms of high end performance for a long time. But nowadays they even lose the price-performance ratio of entry->mid level GPUs.

Not really. Entry->Mid level is RX 560, RX 570 and RX 580. RX 560 is a mixed bag, but both RX 570 and RX 580 are competitive and a bit superior to the Nvidia alternatives - as long as they are not overpriced, which they were till early this month. So the market just has to reach the regular prices AMD aimed for initially for those series to work fine. But one can be concerned about the utter failure of high end Vega.

Post by NullPrefix » Thu, Jul 26, 2018, 11:13 AM UTC

nodesocket wrote: post #19

citilife wrote: post #18

Earlier quoted context omitted.

I bought AMD at $2.87 after someone on HN or Reddit (can't remember which) from AMD was discussing their new architecture and how it could be manufactured cheaper and was as performant. Thank god someone spilled the beans; also incentives me read HN all the time -_-

lol, insider trading? :-) Do have the original comment thread?

Post by caf » Thu, Jul 26, 2018, 11:45 AM UTC

slivym wrote: post #53

mcny wrote: post #44

Earlier quoted context omitted.

This is what I don’t understand. I thought all Intel has to do is to price its offerings cheaper to become competitive with AMD. They have the margins, don’t they? Or is it not possible to lower prices? From all I’ve read it feels like Intel dug itself into a hole with price segmentation but that means it can dig itself out by simply not being as greedy?

There's lots of reasons why cutting margins is a bad idea. Firstly, Intel are meant to maximize share holder value - and reduced margins have a dramatic bad effect on share price, because it's very easy to lose margin but very difficult to regain. Even if they do gain market share by lowering margins, they also ensure that their high cost chips will canabalize their own lower performance chips. It also means that the…

Post by pantalaimon » Thu, Jul 26, 2018, 12:28 PM UTC

chadmeister wrote: post #30

And they're about to drop their new 24 & 32-core threadripper CPUs in a few weeks, for which Intel has no economically viable response. AMD is going is going to crush their earning reports for the next few quarters.

Post by tinus_hn » Thu, Jul 26, 2018, 1:10 PM UTC

zaarn wrote: post #47

mcny wrote: post #44

Earlier quoted context omitted.

This is what I don’t understand. I thought all Intel has to do is to price its offerings cheaper to become competitive with AMD. They have the margins, don’t they? Or is it not possible to lower prices? From all I’ve read it feels like Intel dug itself into a hole with price segmentation but that means it can dig itself out by simply not being as greedy?

This is speculation to some extend, but I don't think it'll be that easy. Intel does have margins on their products but at the same time, the products are still expensive. I fault their production method for that. I bet that even if they sold their CPUs at a loss, AMD could undercut them in the important market segments at minimum. AMD has struck gold with being able to, in Intel's words, glue together a bunch of des…