AMD Reduces Q3 Revenue Forecast by $1.1 Billion - Cites Weak PC Market

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#6058436
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bobnewels:

I was in my Mom's basement and I hollered to my Mom upstairs ,can I buy the new AMD gear on your credit card,she said no. So I held my breath until she said yes and I did not die this time,lucky boy I am.;)
:O ....I am going to move back in to my parents home at my 35 so I can do this and get free hardware! Teach me master ! :P
#6058445
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Between DDR5 being 2X the price of DDR4 and the massive amount of GPUs on the SH market I expect this generation to do rather poorly. Nvidia put out some really expensive cards. AMD is unlikely to push out at anything but an equivalent price. And both Intel and AMD are looking to increase the prices of the new CPUs though at this point it's nothing more than the proverbial straw.
#6058462
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I talked to a couple of micro center sales people when picking up my 7950x. They said there was a meeting the day before release date prepping them for the expected line of people like there was with zen 3. Instead they only had about 6 people at opening time. This time there is no pandemic with free stimulus money floating around. Hope we see the same with the 4090 next week.
#6058470
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haste:

I've warned you guys, the recession is real. Just look at AMD's stock... 14% lost in a single day! And 64% of value lost in 1 year. And it isn't just AMD, all tech stocks are recovering from Covid hangover.
I agree. And we can´t forget that tech stocks values were too high because of speculation. So it`s normal that all of them are losing value like crazy.
#6058496
https://forums.guru3d.com/data/avatars/m/196/196284.jpg
Horus-Anhur:

Someone send them a newspaper telling that crypto and covid restrictions are over. Seriously, releasing such expensive CPUs and motherboards, during a recession, and increasing energy prices, was a really dumb move. Let's hope this serves as a lesson for when AMD releases their GPUs on November 3rd.
Do you have the same opinion of NVidia jacking up the prices of their graphics cards?
#6058497
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sykozis:

Do you have the same opinion of NVidia jacking up the prices of their graphics cards?
I have expressed the same thing about nvidia GPUs, many times around here. Haven't you noticed it?
#6058499
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Horus-Anhur:

I have expressed the same thing about nvidia GPUs, many times around here. Haven't you noticed it?
I tend to stay out of NVidia related threads since I don't intend to purchase their current products or the inbound products. I have noticed some on this site have no issue with NVidia's pricing, but constantly complain about AMD's though...
#6058501
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sykozis:

I tend to stay out of NVidia related threads since I don't intend to purchase their current products or the inbound products. I have noticed some on this site have no issue with NVidia's pricing, but constantly complain about AMD's though...
Give me a break.
#6058537
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why is it that us non professionial non CEO types can see this stuff coming a mile away but the companies are "surprised"?
#6058538
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sykozis:

I tend to stay out of NVidia related threads since I don't intend to purchase their current products or the inbound products. I have noticed some on this site have no issue with NVidia's pricing, but constantly complain about AMD's though...
Everyone is being ragged on at this time and rightly so. No one is getting a free pass.
#6058540
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Maddness:

Everyone is being ragged on at this time and rightly so. No one is getting a free pass.
Prices are pretty high and some products don't make sense with their price like the 4070 12gb BUT expecting back in the day prices is also ridiculous. I don't know, I found this a good a read: https://www.fabricatedknowledge.com/p/the-rising-tide-of-semiconductor Following ASML as well I don't see prices getting cheaper the harder things get.
#6058542
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sykozis:

I tend to stay out of NVidia related threads since I don't intend to purchase their current products or the inbound products. I have noticed some on this site have no issue with NVidia's pricing, but constantly complain about AMD's though...
Nvidia is even WORST! We gonna rain hate on them when we can...
#6058561
https://forums.guru3d.com/data/avatars/m/246/246088.jpg
Kaarme:

AMD and Nvidia have 20+ years of sales statistics, market analyses, and people who are paid good wages to study and follow these things. They know, even if they pretend not to know. The only thing they can't know beforehand is when the crypto crashes. Everything else, they know.
100% and the most legit non-hardware specific comment ive read on here for a long time. AMD are a business not a charity, their number 1 responsibility is to the shareholders not gamers or miners. Now you can all drip tears onto your keyboardfs from now until the end of time but those facts will not change. In 11 months the AMD share price has gone from around $161 to a current $58, that drop began way before the crypto crash. Global trade has shrunk due to Covid, Crypto and the crash is a mear drip in the water, China's ecconimic slowdown and now US/EU impossed restrictions are having a more significant impact on tech trading than the mining boom ever had. Brexit, Covid, Russias invasion of Ukraine and the way individual countries reacted to these occurances and to each others reactions has fueled all of this, the fact China is still impossing severe lockdowns has had a dramatic effect on manufactoring and distribution. If China isnt making much stuff then the companies who provide the raw materials arnt selling much stuff. If stuff isnt being made then little is being shipped, little being shipped then little arriving in stores and if its rare in the store, supply and demand comes into effect.
#6058562
https://forums.guru3d.com/data/avatars/m/181/181063.jpg
Venix:

:O ....I am going to move back in to my parents home at my 35 so I can do this and get free hardware! Teach me master ! 😛
Me too - let's launch a "me too" movement: #movetomyparentsbasementtogetfreehardware. Since I have a wife & kid I will receive three times free hardware!
Valken:

Nvidia is even WORST! We gonna rain hate on them when we can...
And who remains to be loved? All this big hardware companies are moving in some kind of inertia after COVID high demand for PC hardware. They will come to their senses...eventually...but they still have their green(d) glasses on.
#6058575
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Spets:

Prices are pretty high and some products don't make sense with their price like the 4070 12gb BUT expecting back in the day prices is also ridiculous. I don't know, I found this a good a read: https://www.fabricatedknowledge.com/p/the-rising-tide-of-semiconductor Following ASML as well I don't see prices getting cheaper the harder things get.
One of the largest issues I have at the moment is the current price of motherboards. You take the Asus x570 hero board and then compare it to the x670-e Hero and the price has more than doubled. Someone is raking in the cash, at the expense of us enthusiast PC builders. The mining boom is over, these companies need to get real.
#6058577
https://forums.guru3d.com/data/avatars/m/80/80129.jpg
pegasus1:

100% and the most legit non-hardware specific comment ive read on here for a long time. AMD are a business not a charity, their number 1 responsibility is to the shareholders not gamers or miners. Now you can all drip tears onto your keyboardfs from now until the end of time but those facts will not change. In 11 months the AMD share price has gone from around $161 to a current $58, that drop began way before the crypto crash. Global trade has shrunk due to Covid, Crypto and the crash is a mear drip in the water, China's ecconimic slowdown and now US/EU impossed restrictions are having a more significant impact on tech trading than the mining boom ever had. Brexit, Covid, Russias invasion of Ukraine and the way individual countries reacted to these occurances and to each others reactions has fueled all of this, the fact China is still impossing severe lockdowns has had a dramatic effect on manufactoring and distribution. If China isnt making much stuff then the companies who provide the raw materials arnt selling much stuff. If stuff isnt being made then little is being shipped, little being shipped then little arriving in stores and if its rare in the store, supply and demand comes into effect.
Lol.. You agree with a post, 100%, that says AMD can predict everything except crypto crashes, then proceed to give 10 examples of market forces that aren't crypto crashes that AMD couldn't have predicted.
#6058580
https://forums.guru3d.com/data/avatars/m/273/273678.jpg
"Weak PC Market" is code for "our product isn't good enough to separate fool from money"
sykozis:

I tend to stay out of NVidia related threads since I don't intend to purchase their current products or the inbound products. I have noticed some on this site have no issue with NVidia's pricing, but constantly complain about AMD's though...
Whats wrong with AMD's pricing? they were right where they should have been imo.
#6058587
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Denial:

Lol wat. You agree with a post, 100%, that says AMD can predict everything except crypto crashes, then proceed to give 10 examples of market forces that aren't crypto crashes that AMD couldn't have predicted...
AMD didnt need to predict a Crypto crash as the impact on sales was already in force. I agreed that AMD, NV and all the other Tech companies do not just randomly price stuff, some peeps on here may find this hard to swallow but the Company guys are more knowledgable than the guy who games in his mums basement. Both NV and AMD cut their profit forcasts way before the crypto crash, and so both saw a drop in share prices, think about it, did they forsee the crash and cut their forcast profits to soften the blow when it happened? noot that the crash impacted sale, it impacted consumer and invester confidance. I bet NV sell as many 4*** series as they did 3*** series, only now they need to bump their p[rofits back to 2020/2021 levels to bring back invester confidance because a low share price negatively effects their borrowing power, and without that there is an impact on R&D.
#6058599
https://forums.guru3d.com/data/avatars/m/181/181063.jpg
There you have it: AM4 platform is still strong, outrageous prices for AM5 motherboards, DDR5 Memory support ONLY, economic recession, etc. It's the same storm that Nvidia will face with their products when they will finally be in stores. Intel not needing a new motherboard and memory for their new CPU will have a better time maybe... [youtube=GNypS8DgFoY]

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