AMD Revenue Stream Ryzes - Increased 19% Over Last Quarter

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I will admit I don't care about AMD for GPUs on PC, I do care about their console side as I have a Pro, but where they really need to start hitting is the CPUs. They need to invest everything they have in getting competitive with Intel because the enthusiast market is very tired of Intel at this point.
AMD doesnt currently have 1/50 the CPU marketshare of Intel, the massive R&D budget of Intel, and yet they managed to release a whole lineup of better CPUs than Intel, who intentionally nerfs theirs. Intel forces their customers to spend more by artificially limiting their CPUs. Take the Xeon SP lineup. They have a MAXIMUM of 48 PCIe lanes. That means you need a 4 socket Xeon system to have more than a SINGLE socket Epyc. A dual socket Xeon will only give you 96 lanes; a full 32 lanes less than a single Epyc CPU. Oh and their 28 core $13,000 Xeon is actually 32 cores. If you want the extra cores from their unlisted chips(Broadwell was actually 24 core not 22) you have to be an extra special $$$$$ customer. Intel also has yet to move beyond 46bit physical addressing, which is causing companies like SGI(HPE now) to limit their high end systems. Epyc supports 4x the memory addresses with 48bit physical addressing. HPE even dropped Intel CPUs from The Machine and used ARM Cavium instead because of this very reason. AMD has a HUGE HPC and datacenter opportunity right now. Supermicro, one of the worlds leading server OEMs has had Epyc products listed for weeks now. By intentionally limiting their chips due to lack of competetion, Intel has left themself unprepared for products like Epyc and Ryzen. People who build huge systems with hundreds or thousands of CPUs can already see the value that Epyc represents, and how the Xeon SP is a ripoff. The other thing that Intel has zero ability to respond to is AMDs transparent memory encryption. This means that AMD can go into places where x86 typically cant, and even at the desktop level with Ryzen Pro. Now their rushed and halfassed products like Skylake X and even normal Skylake cant even use HyperThreading.
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If by site you mean the forum, yeah, it looks deserted in comparison. Your point? I'm not a fan of this whole "you're not welcome here if you think so and so" groupthink mentality. All I can say is just go read the offending post a couple times and tell me, as objectively as you can, what exactly is wrong with it. As long as he doesn't copy paste the same thing over and over in every AMD thread, I fail to identify a single problem with what he posted.
Would you like me to give the intel fanboys an objective smackdown? Ill post one i wrote in the AMD CPU section of the forum 😉 http://forums.guru3d.com/showthread.php?p=5456054#post5456054 Have fun intel trolls
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If by site you mean the forum, yeah, it looks deserted in comparison. Your point?
90% of their news article comments are trolling and flame bait. You see much, much less of that crap here and tend to get more meaningful discussion even when users don't agree. If all you want is to see a bunch of monkeys sling poo at each other this honestly is not the forum for you.
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All AMD has there is Bitcoin mining. It's slowing down year to year as more people venture into it.
Someone doesn't remember 2017. You know, the year we are currently in? 🙂
Is there something wrong with what he's doing? Is it against the forum rules? Does he copy paste posts from thread to thread? Do you ask people who salivate over AMD in every thread to stop? Do you ever wonder why guru3d gets so many page hits daily yet so few bother to register and post on the forums and mainpage news? All rhetorical questions.
People who go into threads just to cause problems and leave (which this guy does, i'm fairly certain he never comes to read peoples responses because he knows he is trolling) are a problem. If you can't understand that, you're probably part of the problem as well.
I'm not a fan of this whole "you're not welcome here if you think so and so" groupthink mentality.
No one said anything about that. I mean, you did, so i guess "someone" did, right? Except, its only you.
All I can say is just go read the offending post a couple times and tell me, as objectively as you can, what exactly is wrong with it. As long as he doesn't copy paste the same thing over and over in every AMD thread, I fail to identify a single problem with what he posted.
Maybe, instead of jumping to someones aid that you have no idea who is or what they've been doing, you should look at their post history first, yeah? Might get you well informed, rather then what you are doing now.
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I'm not a fan of this whole "you're not welcome here if you think so and so" groupthink mentality. All I can say is just go read the offending post a couple times and tell me, as objectively as you can, what exactly is wrong with it. As long as he doesn't copy paste the same thing over and over in every AMD thread, I fail to identify a single problem with what he posted.
Nobody said that was the case. You're allowed to think whatever you want, but if you keep pushing your agenda with little to no basis behind your claims, you're going to get called out. I have read the offending post and it is blatantly wrong. It's one thing for him to express disappointment - that's fine. But he was literally saying that a 19% increase wasn't an improvement. That is objectively false. He's not wrong that GPU mining helped AMD's funding, but seeing as Ryzen has outsold many Intel products, he is most likely wrong about it being the majority. Also, I'm not sure if all/most of those GPU sales affected last quarter's numbers - they might be too recent. It's fine if he doesn't like AMD products, but he insults the owners too (like calling them "blind"). Surely, that's enough.
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Nobody said that was the case. You're allowed to think whatever you want, but if you keep pushing your agenda with little to no basis behind your claims, you're going to get called out. I have read the offending post and it is blatantly wrong. It's one thing for him to express disappointment - that's fine. But he was literally saying that a 19% increase wasn't an improvement. That is objectively false. He's not wrong that GPU mining helped AMD's funding, but seeing as Ryzen has outsold many Intel products, he is most likely wrong about it being the majority. Also, I'm not sure if all/most of those GPU sales affected last quarter's numbers - they might be too recent. It's fine if he doesn't like AMD products, but he insults the owners too (like calling them "blind"). Surely, that's enough.
To be fair, I think there was some ambiguity regarding just how much the cryptocurrency craze affected sales, and how that affected AMD's bottom line. Granted, this should have been taken into account in analyst estimates, which typically include all known factors, but AMD did not provide a breakdown of CPU and GPU sales so it was anyone's guess (that division as a whole rose 51.5%, and I'm guessing more than half of that gain was due to ethereum mining). That being said, AMD did provide a rosier-than-predicted forecast - and they said they were not counting on cryptocurrencies to sustain it - so the rally in the stock was justified. Overall, Ryzen did not lead to an explosion of sales, but there are clear signs that they are on the road to recovery and profitability. EPYC and Threadripper should boost their bottom line a lot more, and we'll have to see how they perform in the following two quarters.
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My opinion here... I get the Ryzen but not the grahpics cards. All AMD has there is Bitcoin mining. It's slowing down year to year as more people venture into it. Eventually it will come to a halt also.... Gaming is still an Nvidia thing on PC. There is just too much going for Nvidia to stop. Consoles are a different thing. AMD is just there except for the Switch, which is Nvidia.
You do realise that the only reason Nvidia is doing so well is not because of the GTX10x0 series of GPU's right? It is because they sell tons of Quadros and Teslas, not to mention they have been putting their real muscle into servers, deep learning, and they just made a deal with Toyota to have their new Tegra chips (i think) inside all of their cars going forward. That last one alone is a huge deal for them. Whereas, AMD make barely any money on consoles, their current APU market share is pathetic as Intel just have too many models and advertisements out there not to mention retail stores are paid to upsell Intel based laptops, netbooks, etc (I know this because two of my friends work in large retail chains). AMD need to get VEGA out and fast, with it being reported to be just about the same speed or a little slower than a GTX1080 if it is not priced well they it will fail instantly. I believe they will be super aggressive though, they have 3 models coming out, xt, xtx, and xl. I believe these will range from $349.99/$399.99/$449.99 with the later being the HBM2 pre-water cooled version and the lower priced models will have GDDR5X memory or just GDDR5. If they price them higher than $450 it will fail to sell to gamers and will only sell to miners.
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450$ with HBM2? Dreaming much? Free market,everyone will buy what they want.
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You know nothing about what he does and does not do.
Gotta love people who claim to know something, but don't. But i'm done with you, you're permanently ignored now, since you apparently aren't capable of being reasoned with or seeing reality.
Here's this (possibly adult) individual from before getting mad and wanting to shut the guy up over this laughable non-issue. Just use the block function if you can't handle the internet.
I'm sorry that you can't understand that what he said in that thread you took a snip from is stating "Welp, AMD has low yields, 100% guaranteed, no need to check facts, lets all agree that because they're using the EPYC chips, that must mean low yields, again 100% guaranteed, i'm not saying "Wonder if their yields aren't that good, not sure why else they would use EPYC chips?" no, i'm not saying that at all, that would imply a curiosity! And that i don't know what i'm talking about! That can't happen! NO! AMD DOES have low yields, this proves it! Now, lets see what this nonsensical statement will do to this thread, time to watch it burn!" ^ This, is pretty much every single one of his posts when it has to do with AMD. A claim, that's not claimable, with no proof, stated as fact, to get a rise out of people. The fact you don't see this, is exactly the fact of why you are now ignored. It's not AMD vs Intel, it's blatant disruption of the forums to cause people to get irritated by some dude claiming facts that aren't facts. Also, its not from before, it's from after. Get your facts straight before you try and call someone out. Wait, i forgot, you don't do that.... Oh, and i do see what you're trying to say; What you're trying to say is: Let people flamebait, what's the harm? just laugh at them or ignore them. And i'm sorry but, no? If you like flamebait wars, you should probably use a different forum?