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> they won hard technical and market praises. But their pricing is on par with intel's offerings, so why should I buy the AMD product? For almost my use cases

> they won hard technical and market praises. But their pricing is on par with intel's offerings, so why should I buy the AMD product? For almost my use cases extra cores aren't helping. Outside of some edge stuff at work, the same applies at work. When I saw AMD's pricing it more or less justified my decision not to buy their stock. I don't think this article is negative. Its just, from an investor's perspective, AMD stock isn't very attractive. I have no idea if a major price cut would help with this, but I think they need to be more competitive with intel in regards to pricing. None of offerings, per core, really beat my 2011 2500k i5. Why wouldn't I just replace it with the newest i5 or i7? This is just a market correction from ryzen/zen hype. AMD's stock rose way too fast for their actual market offerings. Congrats to those who rode this wave and sold at the right time, but now we're starting to see some sanity here. Also the article is little more than blogspam of another article that gives a simple summary of the Morgan Stanley report. https://www.cnbc.com/2017/10/30/amd-shares-crater-after-morgan-stanley-downgrades.html https://www.cnbc.com/2017/10/30/amd-shares-crater-after-morg... The Morgan Stanley report's summary isn't rosy for AMD: --- Moore lowered his price target for AMD shares to $8 from $11, representing 32 percent downside from Friday's close. The analyst predicts cryptocurrency mining driven sales for AMD's graphics chips will decline by 50 percent next year or a $250 million decline in revenue. He also forecasts video game console demand will decline by 5.5 percent in 2018. "We expect cryptocurrency to gradually fade from here, consoles to decline, and graphics to be flattish," he wrote. "To be clear, we admire what the company has accomplished on a fraction of its competitors' budgets in both microprocessors and graphics - our cautious view is based entirely on the current stock price, and the limited potential for upside in 2018 and beyond." --- Also from a market facts perspective: AMD today: $10.92 AMD a week ago: $14.25 >That report is so negatively biased it's suspicious. Well, no one is buying the stock for x reasons so the price is falling. How is that not factual? Moore might be right that $8 is AMD's rational market price considering their current offerings and sales projections. I don't see how anyone can look at AMD's stock performance in the past month and decide that it isn't destined for a downward slope until it hits a new floor. This is not a pretty picture for a company that just released its latest and highly anticipated offerings, after years of delays and promises, a few months ago: https://imgur.com/a/uNn1s https://imgur.com/a/uNn1s edit: oh well, downvotes from fanboys who will be offended at anything but "AMD IS AMAZEBALLS"

kbhn 9y ago
> edit: oh well, downvotes from fanboys who will be offended at anything but "AMD IS AMAZEBALLS" You got downvotes for being wrong. > But their pricing is on par with intel's offerings, so why should I buy the AMD product This generation AMD is killing the price/performance ratio. Starting off a long winded argument with a factual inaccuracy isn't the best way to get the audience on your side. > None of offerings, per core, really beat my 2011 2500k i5 Funny, I replaced my 2011 2500k i5 with an R5 1600x and the performance difference is incredible (having 3200Mhz DDR4 helps as well). You are guilty of the same bias that you're accusing the downvoters of.
- drzaiusapelord 9y ago
  >This generation AMD is killing the price/performance ratio. Again, synthetic benchmarks that show atypical tasks like video encoding aren't helping sales. No one buying this stock because sales projections are poor. Turns out per core performance is what the market is biased for due to the benefits of it on typical computing tasks. AMD's big gamble with lots of cores didn't pay off like some assumed, thus the market correction we're literally seeing. The report is fully factual, maybe it gets some causes wrong, but people are not buying this stock, they're selling it off, thus the price drop and the price drop in the future to a perhaps $8 stock price. Considering AMD floats around $4-5 in general, $8 seems like a decent place to be for an AMD slightly off life support. Thus far you have provided ZERO evidence on why a $14 AMD stock price is rational when all evidence points to it being the height of a hype cycle and nothing more. Or any real criticisms of Moore's analysis. Are you claiming his projections are incorrect? If so, what evidence do you have? Not to mention, the data they have on seeing the big cryptocurrency GPU buys starting to taper off, on top of miners also buying NVIDIA especially the 1070 which has a strong price/performance ratio for certain types of mining. Worse, AMD's console bread and butter is only getting worse. 5% reduction may actually be optimistic. And that's on top of Coffee Lake eating their lunch. https://www.pcgamesn.com/intel-core-i7-8700k-review-benchmarks https://www.pcgamesn.com/intel-core-i7-8700k-review-benchmar... https://www.pcworld.com/article/3230369/components-processors/core-i7-8700k-review-prices-specs-benchmarks.html https://www.pcworld.com/article/3230369/components-processor... Again, if Ryzen/Zen is so amazing, where are the sales? All I see are breathless fanboys being especially rude to anyone to calls out Ryzen's flaws or the pros of Intel's offerings. It seems like you guys are giving emotional arguments on what you want to happen in the market and not actually what is happening in the market. You can't will AMD into a proper intel competitor with a strong stock with just angry and misleading social media postings.

kbhn 9y ago

> edit: oh well, downvotes from fanboys who will be offended at anything but "AMD IS AMAZEBALLS" You got downvotes for being wrong. > But their pricing is on par with intel's offerings, so why should I buy the AMD product This generation AMD is killing the price/performance ratio. Starting off a long winded argument with a factual inaccuracy isn't the best way to get the audience on your side. > None of offerings, per core, really beat my 2011 2500k i5 Funny, I replaced my 2011 2500k i5 with an R5 1600x and the performance difference is incredible (having 3200Mhz DDR4 helps as well). You are guilty of the same bias that you're accusing the downvoters of.

drzaiusapelord 9y ago
>This generation AMD is killing the price/performance ratio. Again, synthetic benchmarks that show atypical tasks like video encoding aren't helping sales. No one buying this stock because sales projections are poor. Turns out per core performance is what the market is biased for due to the benefits of it on typical computing tasks. AMD's big gamble with lots of cores didn't pay off like some assumed, thus the market correction we're literally seeing. The report is fully factual, maybe it gets some causes wrong, but people are not buying this stock, they're selling it off, thus the price drop and the price drop in the future to a perhaps $8 stock price. Considering AMD floats around $4-5 in general, $8 seems like a decent place to be for an AMD slightly off life support. Thus far you have provided ZERO evidence on why a $14 AMD stock price is rational when all evidence points to it being the height of a hype cycle and nothing more. Or any real criticisms of Moore's analysis. Are you claiming his projections are incorrect? If so, what evidence do you have? Not to mention, the data they have on seeing the big cryptocurrency GPU buys starting to taper off, on top of miners also buying NVIDIA especially the 1070 which has a strong price/performance ratio for certain types of mining. Worse, AMD's console bread and butter is only getting worse. 5% reduction may actually be optimistic. And that's on top of Coffee Lake eating their lunch. https://www.pcgamesn.com/intel-core-i7-8700k-review-benchmarks https://www.pcgamesn.com/intel-core-i7-8700k-review-benchmar... https://www.pcworld.com/article/3230369/components-processors/core-i7-8700k-review-prices-specs-benchmarks.html https://www.pcworld.com/article/3230369/components-processor... Again, if Ryzen/Zen is so amazing, where are the sales? All I see are breathless fanboys being especially rude to anyone to calls out Ryzen's flaws or the pros of Intel's offerings. It seems like you guys are giving emotional arguments on what you want to happen in the market and not actually what is happening in the market. You can't will AMD into a proper intel competitor with a strong stock with just angry and misleading social media postings.