Will AMD make a comeback?

[760]

AMD's stock is dwindling, at $2.80 right now, coming from $20-$40 several years ago. My question is, will AMD be competitive soon? This seems like a really good buy atm considering Zen is coming soon and even a small jump in stock could help dramatically.  

 

http://finance.yahoo.com/q?s=amd&fr=uh3_finance_web&uhb=uhb2

[Jacktastic-Mofo]

I've been monitoring AMD's stock prices for about a year and around 6 or so months ago it was at just ~$1.90 a share, so it's already rising. If you have money buying 100 shares may be a smart move.

[Dabombinable]

Zen= too little too late. As it is the price won't be as low as it needs to be.

[Sir Asvald]

AMD's stock is dwindling, at $2.80 right now, coming from $20-$40 several years ago. My question is, will AMD be competitive soon? This seems like a really good buy atm considering Zen is coming soon and even a small jump in stock could help dramatically.  

 

http://finance.yahoo.com/q?s=amd&fr=uh3_finance_web&uhb=uhb2

We don't know for sure, At least wait for zen. It could be bad or good. 

 

My own opinion, Hopefully it works out for them. Intel's being a head for a while now. I want to see what AMD can offer. 

[Lord_Karango17]

It will largely depend on how well zen does. they are hyping it up, but if it isnt competitive with intel cpus again, people are going to give up...

[fire219]

In GPUs, they're still in the race, though slightly behind at the moment.

 

In CPUs, they are almost dead. Zen will be their last shot at relevance outside the realm of budget systems. It's going to have to be a massive step, of similar scale of P4/Netburst -> Core2/Conroe, to save the business.

[TheRandomness]

In GPUs, they're still in the race, though slightly behind at the moment.

 

In CPUs, they are almost dead. Zen will be their last shot at relevance outside the realm of budget systems. It's going to have to be a massive step, of similar scale of P4/Netburst -> Core2/Conroe, to save the business.

In GPUs they should be winning as in the mid range their cards are outperforming their competitors but they aren't because the GPU company everyone knows of is Nvidia. :c

As for CPUs, hopefully Zen has Haswell performance at a much lower cost (octocore at i5 prices please?)

[DarkBlade2117]

In GPUs, they're still in the race, though slightly behind at the moment.

 

In CPUs, they are almost dead. Zen will be their last shot at relevance outside the realm of budget systems. It's going to have to be a massive step, of similar scale of P4/Netburst -> Core2/Conroe, to save the business.

Slightly behind in GPUS? They darn near beat nvidia in every price point.

 

You can get a R7 370 for around the same price as a 750Ti and offers similar performance to a 950 for a bit less. Every 280/x, 285, 380/x beat the 960 by around 7-15%. The 390 performs similar to a 970 at 1080p though resolutions any higher the 390 comes out on top. With the 390x being so much cheaper then a 980, the price - performance is better and the R9 Fury being about $10-$30 more it beats the 980 at any resolution higher then 1080. The R9 Fury X is on par with stock 980Tis though nvidia does pull ahead with aftermarket solutions. AMD still has the best dual GPUs with the 390x2 and 295x2 still being the best single slot cards out yet.

[TheCaptain53]

Slightly behind in GPUS? They darn near beat nvidia in every price point.

 

You can get a R7 370 for around the same price as a 750Ti and offers similar performance to a 950 for a bit less. Every 280/x, 285, 380/x beat the 960 by around 7-15%. The 390 performs similar to a 970 at 1080p though resolutions any higher the 390 comes out on top. With the 390x being so much cheaper then a 980, the price - performance is better and the R9 Fury being about $10-$30 more it beats the 980 at any resolution higher then 1080. The R9 Fury X is on par with stock 980Tis though nvidia does pull ahead with aftermarket solutions. AMD still has the best dual GPUs with the 390x2 and 295x2 still being the best single slot cards out yet.

I think he meant in market share. 

EDIT: Sorry, wrong post. My bad. <3

[Prysin]

AMD's stock is dwindling, at $2.80 right now, coming from $20-$40 several years ago. My question is, will AMD be competitive soon? This seems like a really good buy atm considering Zen is coming soon and even a small jump in stock could help dramatically.  

 

http://finance.yahoo.com/q?s=amd&fr=uh3_finance_web&uhb=uhb2

Will you buy AMDs ZEN products?

will you buy AMDs Arctic Island products?

 

If the answer to the above is yes, and the rest of us also buys their products. then YES, they will make a comeback

[760]

Will you buy AMDs ZEN products?

will you buy AMDs Arctic Island products?

 

If the answer to the above is yes, and the rest of us also buys their products. then YES, they will make a comeback

if only it was that simple

[fire219]

In GPUs they should be winning as in the mid range their cards are outperforming their competitors but they aren't because the GPU company everyone knows of is Nvidia. :c

As for CPUs, hopefully Zen has Haswell performance at a much lower cost (octocore at i5 prices please?)

 

 

Slightly behind in GPUS? They darn near beat nvidia in every price point.

 

You can get a R7 370 for around the same price as a 750Ti and offers similar performance to a 950 for a bit less. Every 280/x, 285, 380/x beat the 960 by around 7-15%. The 390 performs similar to a 970 at 1080p though resolutions any higher the 390 comes out on top. With the 390x being so much cheaper then a 980, the price - performance is better and the R9 Fury being about $10-$30 more it beats the 980 at any resolution higher then 1080. The R9 Fury X is on par with stock 980Tis though nvidia does pull ahead with aftermarket solutions. AMD still has the best dual GPUs with the 390x2 and 295x2 still being the best single slot cards out yet.

I'm not just talking price point. I'm also including performance per watt  The 380X, for example, sucks more power than even the non-Ti 980, despite the 980 wiping the floor with it in performance.  EDIT: Made the mistake of using TDP numbers in place of power consumption. They really pull roughly the same power. Point still applies however. That's a sign of a problem with the architecture, and they're having to push it a lot harder to get the performance to match/exceed Nvidia solutions. They're also probably having to seriously cut their margins to meet the price points.

 

Hopefully AMD's new Polaris architecture solves the issues with these final-gen GCN cards. However, Nvidia also has Pascal on the horizon.

[Prysin]

if only it was that simple

it is THAT simple

 

if AMD gets customers. AMD gets money

If AMD gets money, they can pay off their loans

If AMD can pay off their loans, they can make more products

If AMD can make more products, they can compete with intel

[TheRandomness]

I'm not just talking price point. I'm also including performance per watt  The 380X, for example, sucks more power than even the non-Ti 980, despite the 980 wiping the floor with it in performance. That's a sign of a problem with the architecture, and they're having to push it a lot harder to get the performance to match/exceed Nvidia solutions. They're also probably having to seriously cut their margins to meet the price points.

 

Hopefully AMD's new Polaris architecture solves the issues with these final-gen GCN cards. However, Nvidia also has Pascal on the horizon.

Where are you getting that wattage info from? Just curious.

[dalekphalm]

I'm not just talking price point. I'm also including performance per watt  The 380X, for example, sucks more power than even the non-Ti 980, despite the 980 wiping the floor with it in performance. That's a sign of a problem with the architecture, and they're having to push it a lot harder to get the performance to match/exceed Nvidia solutions. They're also probably having to seriously cut their margins to meet the price points.

 

Hopefully AMD's new Polaris architecture solves the issues with these final-gen GCN cards. However, Nvidia also has Pascal on the horizon.

What are you talking about? The 380x doesn't consume that much power. Are you confusing it with the 390x?

http://www.anandtech.com/show/9784/the-amd-radeon-r9-380x-review/13

 

Matches a GTX 970 in power consumption (Total system load, 380x: 299W and 970: 300W

 

Reference 980:

http://www.anandtech.com/show/8526/nvidia-geforce-gtx-980-review/21

~300W (give or take 5 watts depending on game vs synthetic

Granted, the 980 is more powerful, but the 970 doesn't sip much less power, despite the 970 generally being a better buy over a 980, so in that department, NVIDIA is also worse than itself.

[fire219]

Where are you getting that wattage info from? Just curious.

I was going by TDPs (190W for 380X vs 165W for 980), but after a bit more research, they seem to be pretty close in full load consumption (Anandtech saw 288W and 294W respectively in FurMark).

 

Going by TDPs probably was a mistake, but it seems my point is still valid. 

[760]

it is THAT simple

 

if AMD gets customers. AMD gets money

If AMD gets money, they can pay off their loans

If AMD can pay off their loans, they can make more products

If AMD can make more products, they can compete with intel

just because people buy their products, doesn't mean they make a comeback (ESPECIALLY talking about stock). A good example is Apple, people are buying from them more then ever, but their stock is falling and their market share is dropping. 

[Briggsy]

The real question is: how long will Nvidia maintain current profitability in the PC Gaming sector, as the market slowly keeps moving toward consolidated Design (SOC, APU), and Discrete graphic cards become more and more niche, used mostly for professional use and the very high end? 

 

It's obvious that Gameworks is a hail mary on Nvidia's part, trying to keep themselves relevant in the PC gaming space for years to come through brute force, hoping to slow down the changes taking place in the game development world. But, looking down the road at where things are headed, AMD's real competition will be Intel in the X86 and Graphics (for gaming and multimedia) marketspace, as well as SOC makers in the embedded marketspace. Nvidia is also moving into the embedded marketspace with their tegra SOC line, so while Nvidia may slowly drift out of the PC gaming space (we're talking years here), they will become a competitor elsewhere without a doubt. AMD's continued existence depends on their relationship with Intel, Samsung and others, and whether this long game they've been playing will pan out. How successful Nvidia is in the PC space has little bearing on AMD's future, because it is inevitable that hardware continues to consolidate and discrete GPU's get pushed out of the mainstream. Intel aren't particularly threatened by AMD, but it serves them well to have AMD there for multiple reasons. 

[dalekphalm]

I was going by TDPs (190W for 380X vs 165W for 980), but after a bit more research, they seem to be pretty close in full load consumption (Anandtech saw 288W and 294W respectively in FurMark).

 

Going by TDPs probably was a mistake, but it seems my point is still valid. 

TDP != Power Consumption. When will people stop assuming it does? It never has, and never will be an accurate representation of actual power consumption.

[TheRandomness]

I was going by TDPs (190W for 380X vs 165W for 980), but after a bit more research, they seem to be pretty close in full load consumption (Anandtech saw 288W and 294W respectively in FurMark).

 

Going by TDPs probably was a mistake, but it seems my point is still valid. 

TDP is a measure of heat output iirc. (Thermal Design Power) Just thought I'd let you know c:

[dalekphalm]

just because people buy their products, doesn't mean they make a comeback (ESPECIALLY talking about stock). A good example is Apple, people are buying from them more then ever, but their stock is falling and their market share is dropping. 

Apple makes significantly more profit than any of their competitors, so I doubt they're worried too much about a small slide in marketshare.

 

Also, do you have a source for that?

[fire219]

TDP != Power Consumption. When will people stop assuming it does? It never has, and never will be an accurate representation of actual power consumption.

 

Yes, I know it's not literally power consumption, it's the heat it puts off.

 

In my experience, at least with CPUs, TDP is "close enough" (depending on accuracy needed) to realistic full load. GPUs are a very different beast and I made the mistake of thinking it's the same way.

 

I'd rather not argue this anymore, for the sake of not completely derailing the thread. Sorry for making semi-bullshit statements.

[Prysin]

just because people buy their products, doesn't mean they make a comeback (ESPECIALLY talking about stock). A good example is Apple, people are buying from them more then ever, but their stock is falling and their market share is dropping. 

do you know how stock markets work?

 

stocks are based upon "investor goodwill".

 

If AMD is making steady progress, shows signs of making money, shows signs of making competitive products. their stock will rise. Aslong as your company has positive outlooks, the stocks WILL RISE.

 

market share is deceptive.

Android is beating apple handily in the smartphone market. Yet apple makes MORE MONEY THEN ALL THE ANDROID COMPANIES (probably put together).

 

 

MARGINS is what matters. Not the market share.

[tcolecruz]

it is THAT simple

if AMD gets customers. AMD gets money

If AMD gets money, they can pay off their loans

If AMD can pay off their loans, they can make more products

If AMD can make more products, they can compete with intel

I wish there was a facepalm emote

[Prysin]

I wish there was a facepalm emote

i wish more people had gotten some proper education