The AMD Execution Thread [2007 - 2017]

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pharma said:
Advanced Micro Devices -4.4% amid Ryzen 7 release

http://seekingalpha.com/news/3248217-advanced-micro-devices-minus-4_4-percent-amid-ryzen-7-release
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Can we stop posting click-bait crap?

Here's a nice similar headline for you (which I made based on today's stock market):

NVDA Down Nearly -4% amid launch of its fastest mainstream GPU ever
D6f78yq.jpg
 
Investment Analyst consolidated view of various Ryzen reviews.
AMD: Ryzen Doesn't Quite Live Up To The Hype
In the eyes of AMD fans, Ryzen's shortcoming will be viewed as minor and correctable. Ryzen will undoubtedly sell and gain AMD some market share. But AMD has clearly missed the home/enthusiast sweet spot of 4-core/8-thread designs like Kaby Lake. Ryzen is a very large chip being priced like a much smaller chip.

The likely consequence of this is that once again AMD will grow market share and revenue only to fail to be profitable. At least that appears to be the current consensus among analysts polled by Yahoo Finance. Revenue for the March quarter is projected to grow 18% y/y, but EPS is projected to be loss of $0.04. Probably, based on the review data, the projected revenue increase is overly optimistic.

The review data also indicates that Ryzen's longer-term prospects are seriously in doubt. Broadwell is the oldest architecture of Intel's 14 nm generation, going on three years old. In achieving comparable performance to Broadwell, AMD has only skated to where the puck has been and gone. Intel is already moving its Xeon line to Skylake. Broadwell, which has been the mainstay of Intel's Xeon as well as Broadwell-E consumer chips, is being retired.

Soon Intel will release a Skylake replacement for Broadwell-E, erasing whatever performance advantage Ryzen might have achieved. And next year, Intel's 10 nm consumer chips will become available, raising the bar yet again in the 4-core sweet spot of the consumer market.

On the strength of AMD's likely gains in processor market share, investors can expect AMD stock to continue to rise despite today's 7% drop.
Click to expand...
http://seekingalpha.com/article/4051667-amd-ryzen-quite-live-hype
 
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pharma said:
Investment Analyst consolidated view of various Ryzen reviews.
AMD: Ryzen Doesn't Quite Live Up To The Hype
http://seekingalpha.com/article/4051667-amd-ryzen-quite-live-hype
Click to expand...
How much does astrosurfing for NVidia pays lately?

Haven't seen you post this crap in the Nvidia thread:
NVIDIA Is Firing On All Cylinders, But Shares Remain 44% Overvalued
http://seekingalpha.com/article/4050774-nvidia-firing-cylinders-shares-remain-44-percent-overvalued
Wall Street Is Finally Bailing on Nvidia Corporation (NVDA) Stock
http://investorplace.com/2017/03/nvidia-corporation-nvda-stock-bailing/#.WLi324WcGDs

Your post history is a disgrace to every respectable NVidia fan out there. 99% of it Is you posting shitty links to pro-NVidia or anti-AMD trash. Why you aren't banned yet is beyond comprehension .
 
You must have had a bad day to post in the wrong thread! Everyone knows Nvidia shares are overvalued by as much as 40% and is expected to drop. We are talking about Ryzen's introduction and reception in the market and if you don't want to hear about it please use the IGNORE button.

Edit: I was actually hoping for a different outcome and am still hopeful for some lowering of Intel prices.
 
@pharma (and anyone looking to post knee-jerk stock market reactions to a product launch): here's a guide to how to discuss those events

Make sure it's an actual reaction and not the regular ebb and flow of the markets. At least look at other similar stocks. Even so, probably still leave it be, because stock performance over short periods is a fairly useless indicator of anything systemic.

Let the dust settle first, with products in customer hands in volume ideally, before weighing in. We have a really incomplete picture of Ryzen so far, for example. That means how can anyone price Ryzen's impact into AMD's stock price today? Come on, that's not how we operate around here. We're data-driven, not astrologers.

That goes for discussing what's going on with any company, be it Nvidia, AMD, Intel, ARM, Imagination, Sony, Nintendo, Microsoft or any other company that catches the attention of posters around here.

Thanks.
 
@Rys
Agreed, too soon to noting the actual reaction as this was obviously a "knee-jerk". It may have been too premature and inappropriate to include a single market analyst viewpoint of a handful of reviews and his predictions.
 
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Zen is really interesting for applications, not so much for games, if I was naughty I'd say it's because games are less well optimised than applications... ;p
Anyway great for a developer, good enough for gaming, less expensive than Intel... I still need to check its featureset.
 
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Rys said:
@pharma (and anyone looking to post knee-jerk stock market reactions to a product launch): here's a guide to how to discuss those events

Make sure it's an actual reaction and not the regular ebb and flow of the markets. At least look at other similar stocks. Even so, probably still leave it be, because stock performance over short periods is a fairly useless indicator of anything systemic.

Let the dust settle first, with products in customer hands in volume ideally, before weighing in. We have a really incomplete picture of Ryzen so far, for example. That means how can anyone price Ryzen's impact into AMD's stock price today? Come on, that's not how we operate around here. We're data-driven, not astrologers.

That goes for discussing what's going on with any company, be it Nvidia, AMD, Intel, ARM, Imagination, Sony, Nintendo, Microsoft or any other company that catches the attention of posters around here.

Thanks.
Click to expand...

It's -5% at the moment, tho that's up from -7% and CNBC has put out their spin on it. The narrative of future history is being built.
Nvidia is also down around 2%. So what does that mean? Does the market not like either the Ryzen or the Switch launches? This is on a day where Apple, Intel, MSFT, Google and Cisco are pretty much flat so far, tho Micron was up around 3%.

FWIW I think the strong run that both AMD and Nvidia's stocks have seen over the past year are both way overcooked, and this latest reaction to the Ryzen launch is not an accurate reflection of the product's strength either.
Results are completely in line with expectations. Strong improvement for AMD and good price/performance, but Intel still on top. Which serious investor would be surprised today?

But Rys, seriously, in-depth analysis is not this topic. It's mostly news and tidbits and discussion, and there ought to be a place for that.
The toxic reaction to bearers of bad news is really the worst about all of this, like the accusations of shilling towards critical - but fine - pieces like the Gamernexus review. So many emotions invested - smh.
 
Come on people, grow up, the console posters are far more behaved and civilized than some of the PC posters. What does that say about how far you have fallen?

I think much of the "bearer of bad news" would be mitigated if the posters contributed anything other than always posting negative news about Loathed Company Y. It would be viewed better if they simply kept to posting news about their Beloved Company Z.
 
Meh, everyone knows that Z sucks donkeys.

I think there's a saying amongst those who gamble on shares for a living - buy on the rumour, sell on the news. Something like that. That's more than likely what's going on here - short-term profit taking.
 
Florin said:
But Rys, seriously, in-depth analysis is not this topic. It's mostly news and tidbits and discussion, and there ought to be a place for that. The toxic reaction to bearers of bad news is really the worst about all of this, like the accusations of shilling towards critical - but fine - pieces like the Gamernexus review. So many emotions invested - smh.
Click to expand...
Sure, but stock price movement? If we're going to talk about the business impacts, I'd like to see stuff about channel volumes, production availability, soft launches, price gouging, etc. Not day-after stock price wiggling as fund managers and day traders try and make a buck off the back off any news, good or bad.

Business chat, yes please, I personally really enjoy that side of things. But not like this.
 
Rys said:
That means how can anyone price Ryzen's impact into AMD's stock price today?
Click to expand...

IIRC, almost every time apple formally announces a new future-record-selling iphone, their shares drop between 5 and 8%.


(i.e. it means nothing)
 
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The stock price is moved by large institutions not the small guys that are doing day trading. So..... Lets not get into the Stock price is due to Ryzen, it may have something to do with it, but this type of impact is just others (large others), cashing out on a positive side for them and others using the Ryzen launch as an excuse for the sell off.
 
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