“As the world’s largest Chinese language search engine and leading AI-Tech company, Baidu prides itself on simplifying a complex world through technology,” said By Dr. Zhang Ya Qin, president of Baidu. “The AMD EPYC processor powered one-socket server can significantly increase our datacenter computing efficiency, reduce TCO and lower energy consumption. We will start deploying with the launch of AMD EPYC and I look forward to our cooperation leading to scaled EPYC adoption this year, and ongoing innovations.” Little quote from Baidu.
I beseech everyone search out a post issued some 15 hours ago by smlwmg, claiming AMD to be full of hot air; unless, they successfully achieve paramount numbers; over, the next few quarters. I've rejoined this adversarial entity in a combative manner and would appreciate everyone's support in decrying, despoiling, annihilating his/her position on the matter of AMD's imminent success. I rarely seek overt support of this type; but, feel in this case, it is a requirement for AMD shareholders to exhibit a show of force, dominance & unshakable confidence. The world of commerce, technological revolution & common sense is wrapping itself around the ideology of AMD, there IS no question of success, the question is HOW HIGH CAN AMD GO?! (Now i'm going to jump into the pool and cool off; I love everyone here, there & everywhere, have a great weekend).
With all due respect smlwng, your interpretation of historical data, plus the ramifications, emanating from your vision of causation & affectation are fundamentally flawed. You seem to persist in the notion, that no one learns from experience; therefore, we're all doomed to repeat our mistakes and fail. I say, NO! NO! IT AIN'T SO, JOE! All critical thinking people would conflict with your line of reasoning. Adaptation to one's environment, learning from experience, generation over generation, actuates a progression of thought process; which, advances the possibility of ideas & therefore, civilization..
I don't know if you're catching my drift; so, let me cut to the chase. You are from an old school, one that attempts to dictate behavior, a philosophy; which, societally has wreaked havoc & continually fails. Once a populace finally catches on and revolts, maybe, just maybe, civilization advances. In this case, make no mistake, AMD is not your father's AMD. This iteration is Advanced Micro Devices is powerful, vibrant and technologically ahead of ANYTHING you've ever seen in the market place & in your life.
Now, would you rather buy into that rationale, or the preachment of continuous failure you persist in prescribing to everyone?! I ask for everyone on the board to respond to this post; which, I deem as a critical juncture in the direction we perceive AMD and we, are headed. PARIS!
There is a reason many on wall street perpetuate the myth that the short seller/daytrader tends to be smarter than the retail investor. The truth is that 90% of shorts/traders end up losing money and 100% of these folks miss out on the huge gains. "From the impatient to the patient". I for one am not interested in obsessing over the ticker all day in hopes of snagging some scraps. Rather, I am concerned only with the HUGE gains to be had by the "dumb" patient "investor"! Best of luck to you all, especially my fellow investors!
AMD was mentioned this evening:
3 Top Virtual Reality Stocks to Buy Now These three tech companies are leading the charge into tech’s next great computing interface.
Andrew Tonner (TMFTheDude) Jun 24, 2017 at 7:08PM Like many emerging technologies, virtual reality (VR) is a nascent industry, that is long on promise and short on mass-market products. Only a handful of companies currently ship VR products, and many of those products still fall short of their much hyped, game-changing potential. However, as plenty of past tech trends have demonstrated, investors who are patient enough to allow this trend to develop could ride this wave to ample profits. Keeping that in mind, let's review why shares of Facebook (NASDAQ:FB), Sony(NYSE:SNE), and Advanced Micro Devices(NASDAQ:AMD) each make for interesting potential investments in this still-blossoming tech market
AMD Will Take Server Market Share From Intel With EPYC, It's Just A Matter Of How Much
How much share AMD will take is the $64,000 question but Intel’s lucrative Data Center group is the company’s high profit cash cow. If AMD is able to chip off even 10% share it could mean billions in new, high-margin business for the company.
AMD is launching the long awaited Vega Frontier on Tuesday the 28th. The Best is Yet to Come!
I noticed somebody mentioned the possibility of AMD being down on Monday... don't let something like that influence you to panic & sell your shares. It will dip here & there due to the volume lately from day traders etc. AMD has multiple product releases underway, as we all know, which is more than enough to help us maintain this upward trend. The media will only cause very temporary dips, as the company itself hasn't actually encountered any set backs. stay strong! Hold for big bucks - it's right around the corner. Good luck fellow share holders
Since I'm an investor who can visualize AMD's huge future potential and, therefore, am not interested in trading my shares, I've decided that I will likely be muting all of the TA posters on this MB soon. I figure why should I waste my time reading posts by people who discuss something in which I'm not interested. Some of you may want to consider doing the same. I really wish we could have a YMB for only discussing the merits of AMD's technology and its future potential.
Great post TestBunny. Now go to Bloomberg.com. June 20th article if you want to read the commitments from Baidu, Microsoft, Red Hat, and VMare. This is huge. Surprised this stock did not shoot up higher last week. Don't know how I missed this article. I read and read, then I read more. That's why I buy more and more at this ridiculous cheap price. In 2 years as Lisa Su hints at god only knows how high this will be. See you in Paris Lou !
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Does anyone know how HUGE Ethereum or Bitcoin is for AMD? AMD security technology is very important to digital currency. Nvidia is $150+ due to digital currency. I very much look forward to 2Q numbers for AMD... you cannot purchase an AMD GPU card today anywhere... Amazon, NewEgg, Fry's, BestBuy, every single retailer sold out! Crazy!
From Reddit: AMD is #1 in the world for custom SoCs. If any of the top data center customers asked for something that wasn't in the SoC already, you can bet that they got it. And you're precisely correct with the mesh. The ring bus has held their core count down, by making it more difficult to add cores, and the mesh solves that, but it comes at a penalty that basically eliminates the "disadvantage" of AMD's CCX design. The genius of IF is its nearly perfect scalability, and while Intel has done similar ideas (UPI, Omnipath), they can't touch that, yet. Intel might be able to pull off a miracle before 2019. They certainly heard the rumblings of this over the last year and could have been working on a response. But they're the one playing catch-up now, and it's not going to be cheap. And that miracle absolutely isn't coming before the next major architecture update, after Skylake. And given the constant delays and rumored issues with their 10nm process ... It doesn't look good for Intel.
An unspoken AMD strategy (tactical execution) from Lisa Su's team, is a "RAPID firing" with new releases, incrementally reap the low hanging fruits enough to support R&D budget growth to further attempt some next challenging designs ahead, sort of using "Millions of rapid bullets" to kill the Intel Giant. Brilliant!
Bullet 1: Xbox, PS2, dominating all game consoles Bullet 2: Zen base, for Ryzen 7, 5, then 3 rapid series of releases Bullet 3: Zen base, stitched together like lego, the Thread-Ripper release Bullet 4: Zen base, stitched together by Infinite Fabric (great stuffs), EPYC data center attack. Bullet 5: Vega 10, win some market share for gamer and Pro graphic workstation Bullet 6: Navi 10, Navi 10x2, etc. Bullet 7: Vega 20, to strengthen Double precision floating point, attack Tesla Line of NVDA. Bullet 8: EYPC ++>, maybe stitch 6 Zen chips together Bullet 9-20: Zen2, 7nm, pipeline enhancements, and the derived products Bullet 21-30: Zen3
It is not some weak bullets, watch how AMD customers responded. In reality AMD has small R&D budget, "was" losing money..... now AMD is in the break even situation, and even a small profit 2017 will help funding "Aggressive" big projects in 2018 and beyond, I believe the bullets will turn into some cannonball size. Watch out Intel!
AMD is more than Intel (Intel is good in CPU, not Graphic, now trying to branch into other areas). AMD is more than Nvidia (Nvidia is good in Graphic, no CPU, good penetration into AI). AMD has all of Intel's + Nvidia's. And market opportunity in VR, AI and Data Center will be a big play for AMD for the next 5 to 10 years.
This stock was worth $15.50 before we knew about epyc.
This board is like none other. You want quality insight to their products your in the right place. Buy and hold is all I can say.
Opening price per share is 17.00 on Monday
Goldman Sachs supports Intel investors... Intel is very much in trouble and someone has to bash AMD to keep Intel from crashing. Intel does have a lot of money to keep going, but their innovation is very much lacking! We will soon see what Intel has to show... if it does not pull weight, AMD will be gain incredible market share. I see an Apple Microsoft thing (comparison) back in the early 2000 happening with AMD/Intel. Its all about innovation! Only thing is Intel did not provide AMD $150,000,000 to keep going.
FYI The Impact of being added to Russell 1000:
This reconstitution of the Russell Index makes a huge difference in the stock market because many major mutual funds and ETFs are benchmarked to these indexes, such as the Vanguard Russell 2000 ETF VTWO . In total, $8.5 trillion is invested in products based on the Russell U.S. indexes.
Consequently, these investors buy stock from the companies that the Russell Index includes or sell based on what the index removes. Investors will be working to rebalance their portfolios, wanting their investments in various sectors to be proportional to the Russell 1000 Index.
As the Russell Investment Group works to reconstitute their indexes, investors will sell some major companies and buy shares of newer, growing companies. When this happens, some companies' stock will be bought by new investors and will continue to grow, while those leaving the Russell 1000 may not recover.
THE GOAL HERE IS NEXT COUPLE DAYS UNTIL MONDAY MORNING SURGE, KNEE JERKS NEED TO NOT PANIC AS ANY DIP IN AMD IF THERE IS ONE IS AND WILL BE HEAVILY BOUGHT BACK.
Some are missing the difference between Ryzen and Epyc launch. There will be less likely of a hiccup in a post-Epyc launch. Epyc purchase decision is less likely to be swayed by public Epyc reviews. Public review can only influence retail consumer purchase decision, NOT enterprise customer purchase decision. Enterprise customers DO NOT make their purchase decision based on public reviews. They get the chip into their lab, build prototype, and evaluate the chip before making the purchase decision and designing their servers. For any analyst to come out saying that there could still be a FLOP in a post-Epyc launch, that anaylyst is only BS with the ignorant retail investors who has no idea how corporate technical sales are made.
The fact that HPE (#1) and DELL (#2) are on board from day 1 is a big validation and vote of confidence for the smaller guys. The smaller guys will follow. There is nothing Intel can do about it. There's no amount of bribe that Intel can pay techincal review sites to biase the review to sway enterprise customers.
There will be no FLOP in post Epyc launch. Get on board now!
Omg this is going to kill all the shorts Monday!!!