I'm tired of hearing "AMD is the next Nvidia." It's not the next Nvidia; it's the first AMD.
AMD existed long before Nvidia did, 70s vs. 90s. It's not a Johnny-come-lately, and it's not a copycat. It's the real deal.
This forum really has alot of good articles about AMD thanks to everyone posting here. It is clear that AMD is a significant threat to both NVDA and Intel. Customers are taking notice and buying AMD but investors have not quite realized how good AMD's products are. Not only are the newly released products selling well but they still have not released Ryzen mobile which is going to be a huge success. Investors have not quite grasped how good earnings are going to be. Once they do, AMD's share price is going to soar.
How confident is everyone that AMD will actually beat earnings, and how confident is everyone that the stock will actually rise after a beat. Nvidia beat earnings and dropped on last earnings call. Afraid of the same thing happening with AMD.
NVIDIA won't sustain itself. 8b annual revenue, and 120b market cap, a ratio of 15.
NVIDIA stake holders have the potential of losing most of their gains.
AMD 6b revenue, and 12B market cap, a ratio of 2.
AMD has access to a much bigger market.
EPYC headed for the top of the charts!Subject: Systems | September 19, 2017 - 06:57 PM | Jeremy Hellstrom Tagged: 7351P, amd, EPYC
Patrick Kennedy of Serve The Home has just published his server-centric test EPYC test results and in his own words, "while AMD is very competitive at the high-end, its mainstream offerings are competing with de-featured Xeon Silver CPUs and absolutely obliterate what Intel is offering."
EPYC headed for the top of the charts! | PC Perspective
This was posted earlier but may have been deleted. I cant find it to reply to.
PASSION!! This so true in large companies today. Everyone gets beat down into a cog in a wheel machine, beaten into a box.
AMD seems to have broke out of that mold with their employees. If so WATCH OUT !! More passion is headed our way!
AMD Threadripper and Why We Need Products Built on Passion
I’ve been involved with a lot of amazing products over the years and one thing that is almost always the case with an amazing product is that it doesn’t go
$VSTM $AMD $AVEO <== Laughing all the way to the bank with HMNY. Whoever got my emails and followed suit, you are too.
Would it be a reasonable assertion, AMD is seeking to break upward resistance? If this perception/observation is accurate, shareholders should rationally expect to see a new swing between $17 & $13, until ER. All the numbers leading to Su's next conference call, would dictate the doors being blown off expectations, end to end. That being the case, the new swing could be $20 & $16. I'm attempting to be cautiously optimistic with this short term psychic reading; while there's a huge upside potential that mocks my conservative outlook.
Hey Gang, I'm back on line; after close to a week of chaos and loss of power; which, reduced me to a mere observer; over, the past seven days. With all due respect to anyone on the MB; who, might be employed by Duke Energy, that power company is an awful power & service provider, unequipped to deal logistically with an emergency situation. They panicked, they scrounged, they continuously misallocated available restoration resources to the point of having linemen sitting idle for hours with no direction or strategic plan to minimize the outages taking place.
As usual, the brightest light that shone, from the moment the storm hit, were the consistent efforts of neighbors helping each other before, during & most especially, aiding each other in Irma's aftermath. My neighborhood became almost as one, all making sure close to 110 households were all physically, emotionally secure & possessed the necessities to make it through each day. I lost power last Saturday at midnight; until, restoral, this past Saturday at 11AM. I can still hear generators ringing in my ears & can't believe I had so many 50 & 75 foot extension cords, all of which were snaked around the house in an effort to gain a modicum of light and refrigeration during the hectic week.
I'll say this, the cell phone service was vital and indispensable during the post storm outage & ATT stepped up by providing gratis service without any surcharges for data overruns. Without this resource, things would've been far more tenuous, in every way. That's why the technology AMD is fostering can & will improve our daily lives, especially during critical emergency situations (notice how I slipped that pitch right in there).
Looking for normalcy to be achieved this week, it's great to be posting once again. I missed everyone and was gratified to see a caring post by some on the board, regarding my well being, it's appreciated. Hey, I even enjoyed reading the troll posts; while being in an unsigned in status, that's how desperate I got for an occasional laugh from time to time during the week.
Check out EPYC's performance are on the single socket. Their conclusion?
"AMD EPYC platform maturity and our experience with the Tyan Transport SX TN70A-B8026 thus far means we will be adding AMD EPYC in the next round of upgrades in Q4 2017/ Q1 2018"
At long last! Refreshingly the volume came in today nearly doubling to 83.174M shares. Couple this with multiple bullish breakouts above key moving averages in the last trading session. AMD shares made a bullish crossover with the 20-day, 100-day and the 200-day SMAs.
Some may wish to wait till a session or two to see if the bounce above the key SMA's holds before buying. But we saw AMD was knocking the next resistance level at its 50-day SMA of $13.07 when we closed today at $13.08.
Per our checks, we understand that AMD wafer yield at GlobalFoundires' Malta fab is approaching 95%. ====================== That is unheard of high yield for such a big chip!!!! This WAS only possible in Intel's Fab. Wow, if this is true, then AMD Q3 EPS is not as whispered at 5 cents, it could have been 25 cents!!! and Revenue might increase but not all that much because EPYC is ramping, but not significant yet until Q4. The reason i said 25 cents is, because EPYC is made of 4 Ryzens, if EPYC yield is that high, then it equivalently says Ryzen yield is 95%. Therefore the whatever revenue on the whatever units we shipped in Q3 are of high profits due to high yield.
AMD Ramps ‘Epyc’ Wafers to Steal Intel Server Biz, Says Arthur Wood
AMD's production of wafers at its supplier, GlobalFoundries, is increasingly devoted to its new server chip, "Epyc," Arthur Wood Analyst Jeff Johnston believes, which is a good sign for the company's prospects for taking share from Intel in servers,
The Nvidia Vs AMD GPU competition is shaping up like this.
Introduced this spring the newest Nvidia GPU didn't get much fanfare. Perhaps this was the fault of how much fanfare the Vega debut did receive.
Regardless next year, two things happen. In 2018, the 2017 AMD Radeon Instinct gets a new competitor, the next generation Nvidia Volta Tesla V100. ALSO AMD releases the next gen 2018 Vega (a new GPU every 12 months roadmap) We also know the specs of the 2018 next gen Nvidia Volta. Conversely we do not know how much better the next gen 2018 Vega really is.
So lets see How the next gen 2018 Nvidia GPU stacks up against the current 2017 Vega GPU?
First, I say the Volta Tesla V100 is coming in 2018 because Supply chain rumors indicate that NVIDIA could start volume production of the new Volta GPUs by the end of 2017, so next gen 2018 Nvidia GPU could launch in early 2018
Lets just pick one main aspect and compare raw compute power of Vega and Volta in TeraFlops.
AMD Radeon Instinct MI25 does 12.3 TFLOPs in FP32 Compute and 24.6 TFLOPs in FP16 Compute
The top end of the Volta next year is the Tesla V100 (SXM2) It offers a 20% speed advantage over the 2017 AMD radeon Instinct MI25.
The Tesla V100 does 15 TFLOPs in FP32 Compute and 30 TFLOPs in FP16 Compute.
So next year Nvidia is offering a 20% raw compute power increase in 2018.
The big question is now, can AMD at least match a 20% increase? What percentage increase is next gen 2018 Vega?
BOXX Introduces Workstation Featuring AMD Ryzen™ Threadripper™ ProcessorAPEXX 4 Offers 16 Processor Cores Purpose Built to Accelerate Professional Creative Workflows
Austin, TX, Sept. 19, 2017 (GLOBE NEWSWIRE) -- BOXX Technologies, the leading innovator of high-performance computer workstations, rendering systems, and ...
65 million in volume and only a .02 cent gain. I'm disappointed.
Your Shadow Knows
Lets see, indisputable news of AMD stealing CPU market share from Intel and AMD stealing GPU market share from NVDA and AMD goes down much more than NVDA and INTC, with high volume?
ISA (Intel Shorting Agents) fingerprints all over it. High volume buy interest is swamped by ISA's NCNSS (Never Cover Naked Short Shares). Buy cheap shares now thanks to ISA's use of NCNSS. They can't keep it up forever.