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Has there been any controversial AMD/intel news?

MatsNorway
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Go to solution Solved by The Benjamins,
2 minutes ago, MatsNorway said:

Yeah, but that was known earlier than this right? So the marked waited for the full picture?

AMD also announced Ryzen + Vega for desktops are coming out Feb, and Ryzen 2 is coming out April, with TR 2 and Epyc 2 following.

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I ask because AMD stocks are up near 50% over just two weeks or so. So i was wondering what the hell is going on.

 

I bought them believing they would go up with zen+ release

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Yeah, but that was known earlier than this right? So the marked waited for the full picture?

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Doesn't fit in with tech news/reviews, but I would guess its a combination between insane GPU prices from mining, AMD not (?) being affected by spectre.etc, and Zen being pretty good.

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It's probably still the effect of Meltdown subsequent... Was it AMT Intel CPU bugs?

Meltdown was talked about January 5th (little over two weeks ago) and that other bug a week or so later.

Although Spectre 1 and 2 also happened of course.

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1 minute ago, The_Stig said:

Doesn't fit in with tech news/reviews, but I would guess its a combination between insane GPU prices from mining, AMD not (?) being affected by spectre.etc, and Zen being pretty good.

AMD is affected by Spectre, not by Meltdown, though.

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4 minutes ago, MatsNorway said:

I ask because AMD stocks are up near 50% over just two weeks or so. So i was wondering what the hell is going on.

 

I bought them believing they would go up with zen+ release

You've been living under a rock, bro :P 

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2 minutes ago, MatsNorway said:

Yeah, but that was known earlier than this right? So the marked waited for the full picture?

AMD also announced Ryzen + Vega for desktops are coming out Feb, and Ryzen 2 is coming out April, with TR 2 and Epyc 2 following.

if you want to annoy me, then join my teamspeak server ts.benja.cc

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3 minutes ago, The Benjamins said:

AMD also announced Ryzen + Vega for desktops are coming out Feb, and Ryzen 2 is coming out April, with TR 2 and Epyc 2 following.

Ah. Perfect timing then :D Better than my crypto timing for sure.. allthough i have not lost money on it yet.. on paper..

 

The real question now is.. when do i sell the AMD stocks.

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44 minutes ago, MatsNorway said:

Ah. Perfect timing then :D Better than my crypto timing for sure.. allthough i have not lost money on it yet.. on paper..

 

The real question now is.. when do i sell the AMD stocks.

as soon as ryzen+ launches as everyone is expecting large gains and if they turn out small gains then stocks will go down.

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44 minutes ago, MatsNorway said:

Ah. Perfect timing then :D Better than my crypto timing for sure.. allthough i have not lost money on it yet.. on paper..

 

The real question now is.. when do i sell the AMD stocks.

also understand they have 2 more microarchitectures being released between now and 2020 and they have the gpu architechture navi coming soon(tm) so stocks will fluctuate around and after these releases.

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47 minutes ago, MatsNorway said:

The real question now is.. when do i sell the AMD stocks.

Short after RYZEN 2 launch unless they really come near Intel performance not only spitting distance but i dont think so. 

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I expect Intel to strike back. So i will not hold for too long. Intel is still the industry leader. AMD only shines on value the side of things.

 

That said i also think that the gap will shrink as we go down in nanometers on the processors.

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1 hour ago, MatsNorway said:

I expect Intel to strike back. So i will not hold for too long. Intel is still the industry leader. AMD only shines on value the side of things.

 

That said i also think that the gap will shrink as we go down in nanometers on the processors.

Except for that period of roughly 2000-2007 where you had to be pretty dumb to buy intel in most cases. To do that again AMD need to get performance per thread up to Coffeelake levels, but I don't see that happening. AMD will probably just up the thread count like they always do.

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