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2 minutes ago, cj09beira said:

overreaction to the Q1 results 

Well if they didn't reach projections I'd hardly call it an overreaction given how they only rose to those heights based on said projections

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Just now, AresKrieger said:

Well if they didn't reach projections I'd hardly call it an overreaction given how they only rose to those heights based on said projections

That's like pokemon Go when "investors" found out Nintendo didn't make it. Also AMD has been on a slow rise for the past 5 years so I wouldn't be concerned. If VEGA fails yeah be concerned 

ƆԀ S₱▓Ɇ▓cs: i7 6ʇɥפᴉƎ00K (4.4ghz), Asus DeLuxe X99A II, GT҉X҉1҉0҉8҉0 Zotac Amp ExTrꍟꎭe),Si6F4Gb D???????r PlatinUm, EVGA G2 Sǝʌǝᘉ5ᙣᙍᖇᓎᙎᗅᖶt, Phanteks Enthoo Primo, 3TB WD Black, 500gb 850 Evo, H100iGeeTeeX, Windows 10, K70 R̸̢̡̭͍͕̱̭̟̩̀̀̃́̃͒̈́̈́͑̑́̆͘͜ͅG̶̦̬͊́B̸͈̝̖͗̈́, G502, HyperX Cloud 2s, Asus MX34. פN∩SW∀S 960 EVO

Just keeping this here as a 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Just now, AresKrieger said:

Well if they didn't reach projections I'd hardly call it an overreaction given how they only rose to those heights based on said projections

most of ryzen 7's sales aren't there + ryzen 5 sales both vega and naples on the server side will probably bring more money, next quarter will be better 

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Just now, SamStrecker said:

That's like pokemon Go when "investors" found out Nintendo didn't make it. Also AMD has been on a slow rise for the past 5 years so I wouldn't be concerned. If VEGA fails yeah be concerned 

Oh I'm not saying be concerned (though a ~25% loss in a day is worrying), this is most likely a market correction given how they are not making enough profit yet to justify the price and a little flux in the tech market (about 3% is likely due to flux)

https://linustechtips.com/main/topic/631048-psu-tier-list-updated/ Tier Breakdown (My understanding)--1 Godly, 2 Great, 3 Good, 4 Average, 5 Meh, 6 Bad, 7 Awful

 

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It went back to January 2017, which isn't that remarkable. However, it did so in one day, which is.

 

2 minutes ago, cj09beira said:

most of ryzen 7's sales aren't there + ryzen 5 sales both vega and naples on the server side will probably bring more money, next quarter will be better 

Stock prices would only rise if they bring more profits than currently expected, though.

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2 minutes ago, cj09beira said:

most of ryzen 7's sales aren't there + ryzen 5 sales both vega and naples on the server side will probably bring more money, next quarter will be better 

Eh I wouldn't count on it with Vega, naples might do well since it is the server market not consumer though the fact they didn't reach market projections for the initial ryzen launch is concerning (assuming this is the reason since I don't have confirmation yet) as launch demand often correlates with overall demand, 

https://linustechtips.com/main/topic/631048-psu-tier-list-updated/ Tier Breakdown (My understanding)--1 Godly, 2 Great, 3 Good, 4 Average, 5 Meh, 6 Bad, 7 Awful

 

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1 minute ago, AresKrieger said:

Eh I wouldn't count on it with Vega, naples might do well since it is the server market not consumer though the fact they didn't reach market projections for the initial ryzen launch is concerning (assuming this is the reason since I don't have confirmation yet) as launch demand often correlates with overall demand, 

its probably due to intel having a foot hold. People on i3 can just up to an i5 or 7 for less than ryzen + motherboard and probably RAM. 

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Just now, AresKrieger said:

Eh I wouldn't count on it with Vega, naples might do well since it is the server market not consumer though the fact they didn't reach market projections for the initial ryzen launch is concerning (assuming this is the reason since I don't have confirmation yet) as launch demand often correlates with overall demand, 

vega has double fp16 performance which means its a beast at Ai, Mi25 is 25 Tflops of perf which is higher than gp100, the server market will love it (lets hope the software is going to keep up)

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5 minutes ago, cj09beira said:

vega has double fp16 performance which means its a beast at Ai, Mi25 is 25 Tflops of perf which is higher than gp100, the server market will love it (lets hope the software is going to keep up)

I found the reason btw, and Vega being double amd's current is likely not enough on the ai front given just how wide of a lead nvidia had and even if it did nvidia would simply move up the time table unlike intel they are investing heavily in performance improvement rather than simply optimizing and have planned out the next four or so years.

Quote

The report was perfectly fine at least for the first quarter. But Su didn't provide the kind of exciting forecast for the rest of the year, especially regarding profit margins

So in otherwords projections don't look as expected for the year

https://linustechtips.com/main/topic/631048-psu-tier-list-updated/ Tier Breakdown (My understanding)--1 Godly, 2 Great, 3 Good, 4 Average, 5 Meh, 6 Bad, 7 Awful

 

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2 minutes ago, AresKrieger said:

I found the reason btw, and Vega being double amd's current is likely not enough on the ai front given just how wide of a lead nvidia had and even if it did nvidia would simply move up the time table unlike intel they are investing heavily in performance improvement rather than simply optimizing and have planned out the next four or so years.

So in otherwords projections don't look as expected for the year

i don't know if you got what i meant: vega will be the fastest gpu for Ai nvidea's best is 24 Tflops (not sure) but vega going by the time the die was shown is 20% smaller in die area which should help amd have lower prices (nvidea's gpu is 600 mm^2 vs Vega's 500-530 mm^2) amd is also only using 2 hbm2 chips which also lowers cost.

the gpu server market has been a hard one to crack because of cuda ( i think its completely crazy that people would invest in a closed ecosystem like this, i would not do it ) but in resent time amd has released a cuda to openGl translator of sorts which might help, amd has had better compute for a while but most software only runs well on cuda, i guess we will have to wait and see if that will change.

 

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5 minutes ago, Russss_D said:

I own stock in AMD, and today when it tanked I bought more. IMO I think they have a real shot at being a bigger competitor and taking on Intel at the enterprise level with their Naples chips. Not to mention to potential of Vega.

 

I think they'll bounce back.

AyyyMD Nice first post!

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It hit a very big bubble that it couldn't properly fulfill despite meeting expectations. We'll see if Vega clears some of the damage.

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1 hour ago, Okjoek said:

I like to see how well AMD is doing time to time and I noticed about a day ago AMD stock prices just dropped like a hot rock. Was there some bad news recently from AMD?

nothing i haven't heard, it would've lit up like fireworks on the forums if something like this happened

yet nothing, with them developing ryzen for a couple of years now, they have left their CPU line of products with just the FX line up which was getting old and needed a replacement as soon as possible, their GPU line up is doing ok with the impact that the RX480 made in the GPU market, their CPU department is not doing that well even with ryzen

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39 minutes ago, samiscool51 said:

nothing i haven't heard, it would've lit up like fireworks on the forums if something like this happened

yet nothing, with them developing ryzen for a couple of years now, they have left their CPU line of products with just the FX line up which was getting old and needed a replacement as soon as possible, their GPU line up is doing ok with the impact that the RX480 made in the GPU market, their CPU department is not doing that well even with ryzen

My biggest problem with Ryzen is there's too few mITX options so far.

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Just now, Okjoek said:

My biggest problem with Ryzen is there's too few mITX options so far.

thats the problem with a new tech, it takes a while before support for it shows up from third parties

****SORRY FOR MY ENGLISH IT'S REALLY TERRIBLE*****

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