The AMD Execution Thread [2007 - 2017]

[silent_guy]

I think they are continuing to invest in the GPU IP for use in APUs, semi-custom, and high-end discrete.

But if there's one market that's a prime candidate for leaving, it's lower end discrete GPUs. The ones that go in laptops where they're eaten alive by Optimus laptops.

 

[A1xLLcqAgt0qc2RyMz0y]

Looks like Mubadala my acquire AMD by stealth.

http://semiaccurate.com/forums/showpost.php?p=233139&postcount=12

the single major stakeholder in AMD is now West Coast Hitech LP, with 18.26% surpassing Mubadala with 14.74%. This is a new invester, and the stocks were bought in 03.02.2015.

Now the real kicker here, is that West Coast Hitech, looks like a parent company from Mubadala, from what i can see in a SEC FORM

which puts Mubadala as owner of 1/3 of AMD (33%)

 

[eastmen]

I dropped a hundred on amd shares today. Depending on who buys them I could make a lot back

 

[Grall]

...And if they instead go bust, and investors let it happen so that they can simply pick the bones of the company after, you'll be out a hundred with nothing to show for it. Seriously, how much are you really expecting to gain from this? Because, the stock won't rally hundreds of percent over today's level.

 

[Alexko]

...And if they instead go bust, and investors let it happen so that they can simply pick the bones of the company after, you'll be out a hundred with nothing to show for it. Seriously, how much are you really expecting to gain from this? Because, the stock won't rally hundreds of percent over today's level.

These days, it's worth around $2.50. In early 2006, it was worth $40.

 

[AlexV]

These days, it's worth around $2.50. In early 2006, it was worth $40.

The sad thing is that at some point (some years ago) this was the same hope that some ATI / AMD employees entertained - "We were 40$, just need to get through this rough patch!". Unfortunately, it hasn't really worked out up to now.

 

[eastmen]

...And if they instead go bust, and investors let it happen so that they can simply pick the bones of the company after, you'll be out a hundred with nothing to show for it. Seriously, how much are you really expecting to gain from this? Because, the stock won't rally hundreds of percent over today's level.

well its a $100 bucks its not like I sold my house to pay for the shares.

I'm hoping AMD drops out of the server / desktop apu/cpu space and focuses on their graphics side and mobile apus . Transition kinda into what NVidia is doing.

 

[Silent_Buddha]

In other words, you want AMD to become ATI.

Regards,
SB

 

[Alexko]

well its a $100 bucks its not like I sold my house to pay for the shares.

I'm hoping AMD drops out of the server / desktop apu/cpu space and focuses on their graphics side and mobile apus . Transition kinda into what NVidia is doing.

That wouldn't be viable without the kind of income that NVIDIA gets from professional cards.

 

[eastmen]

That wouldn't be viable without the kind of income that NVIDIA gets from professional cards.

I believe AMD has been increasing their share of the professional pie and HBM should increase it further.

 

[dbz]

I believe AMD has been increasing their share of the professional pie and HBM should increase it further.

They might be increasing market share, but Apple's pricing is any indication, they are basically buying market visibility.
The Mac Pro upgrade from dual D500's ( basically cut down W8000's which would be $2K retail) to dual D700's (essentially W9000's selling for ~ $5600 retail) costs $600.
Bearing in mind Apple's own profit margin and amortization of support/warranty cost, anyone hazard a guess at what the contract price for a FirePro D700 is?

Might be OK short term to allow OpenCL to gain further traction, but it can't be doing much for AMD's bottom line.

 

[Alexko]

Besides, even a 50% market share of the pro market with good ASPs, plus a 50% market share of the shrinking discrete gaming GPU market probably wouldn't be enough in the long run.

There's a reason NVIDIA is investing heavily into Tegra, tablets, cloud stuff, cars, etc.

AMD's main strength is that they have very good CPU and GPU IP, and they're pretty much the only company in that situation. Except that lately, their CPU IP hasn't actually been good, with the exception of Bobcat/Jaguar/Puma. One way or the other, K12/Zen will determine the fate of the company, but getting rid of what makes AMD attractive in the first place is definitely not the solution. At most it might make them more attractive to a potential buyer with CPU IP, but that's about it.

 

[Grall]

well its a $100 bucks

Please. Either "a hundred bucks" OR simply "$100". Not both at the same time! Otherwise you effectively write "a hundred bucks dollars", which is just...well, you attended school, didn't you, or are you a third-grade dropout?

I'm hoping AMD drops out of the server / desktop apu/cpu space and focuses on their graphics side and mobile apus . Transition kinda into what NVidia is doing.

Frankly I think they're fucked regardless what they do. They just don't have the money to spend sufficiently on R&D, or hire (enough) cutting edge engineers.

 

[BRiT]

Please. Either "a hundred bucks" OR simply "$100". Not both at the same time! Otherwise you effectively write "a hundred bucks dollars",

It would be "a hundred dollars bucks". Are you proposing there is now some imaginary order of precedence in English sentences that conveys it otherwise?
Anyhow, that seems a low price for the animals if they're alive.

 

[Alexko]

Frankly I think they're fucked regardless what they do. They just don't have the money to spend sufficiently on R&D, or hire (enough) cutting edge engineers.

I don't know about that. ARM spends comparatively little on R&D and still does quite well. Admittedly, they compete in different markets, and don't have to worry too much about manufacturing issues, but they also develop a whole bunch of different cores more or less simultaneously, which AMD does not.

 

[aaronspink]

I don't know about that. ARM spends comparatively little on R&D and still does quite well. Admittedly, they compete in different markets, and don't have to worry too much about manufacturing issues, but they also develop a whole bunch of different cores more or less simultaneously, which AMD does not.

But do they really develop a whole bunch of cores simultaneously? Realistically, they do about 2 cores: high end and low end.

 

[Grall]

I don't know about that.

Didn't someone say Nvidia spends more on GPU R&D alone than AMD does sum total? Not to mention Intel. How will they keep up in that kind of climate? They've alledgedly spun off their high speed I/O team; so they might not need that right now; PCIe3 is a known entity, and stacked memory I/O is less demanding than current GDDR tech, but what about the future? AMD's been making straight losses for years now, sooner or later the jig's gonna be up. That's the way things are with constant losses companies.

 

[silent_guy]

But do they really develop a whole bunch of cores simultaneously? Realistically, they do about 2 cores: high end and low end.

They have 3 lines of processors(A, R, M). They have GPU IP. They have system IP (interconnect, MMU etc.)
I assume that the A line is by far the most resource intensive though.

 

[silent_guy]

well its a $100 bucks its not like I sold my house to pay for the shares.

I'm kind of amazed that you didn't get an angry phone call from your broker about WTF you're doing placing a $100 transaction. [emoji6]

 

[A1xLLcqAgt0qc2RyMz0y]

I'm kind of amazed that you didn't get an angry phone call from your broker about WTF you're doing placing a $100 transaction. [emoji6]

If he used an online discount broker the purchase can be done in any amount.

Even so assuming he spent only $100 and the minimum brokerage fee for purchase is $10 then with only $90 left and AMD at $2.50 a share he would have purchased 36 shares.

In order to break even when selling his 36 shares of AMD it would have to rise to $3.06 or a 22.4% gain.

36 x $3.06 = $110.16 - $10 brokerage fee = $100.16

Seems rather pointless.