5 ms·

is it even at 30 day high? it was like $13 in the begining of 2018.

ianai 9y ago
Yes their current dollar range is slightly more exposed to volatility given it’s price range. We’d all wondered whether they would get a perk after the rounds of flack Intel’s received. From the little research I’ve done though I’m unsure whether their new CPUs really compete with Intel. Any anecdotes here?
- dogma1138 9y ago
  Well it looks like Bulldozer was still 60% of their client revenue, Ryzen is selling well the deal with Intel was also quite good but it looks like their enterprise figures are still abysmal Epyc double digit growth sure but considering that the majority of those 500 mill was still from semi custom it looks like Epyc is still struggling to get traction.
  - AstralStorm 9y ago
    Quite expected too. Server markets tend to buy rarely, conservatively and in late volumes at a time. It will take a few new data centres to nudge it.
    - dogma1138 9y ago
      The first part of your sentence is true, the second isn't. Intel couldn't make Skylake Xeons fast enough it became their fastest ramp up of any Xeon release to date. https://www.nextplatform.com/2017/12/01/booming-server-market-wake-skylake/ https://www.nextplatform.com/2017/12/01/booming-server-marke... The problem is that AMD has lost the trust of the enterprise market because they gave up and stopped making Opterons without even a good reason to do so. That screwed up their entire customer base because they had no option to expand or upgrade other than just replace all of their servers with Intel. Opteron was the king and yeah they were losing the pure performance crown but in 2012 it wasn't that bad, server software could be optimized and an acceptable performance per dollar ratio could've been maintained. Before Epyc the last enterprise Opteron that AMD was released was in December of 2012 on 32nm SOI process 16 core CPU (technically 8 since it's bulldozer but who cares) that's 5 years without an upgrade option. If I would be a bet on the number 1 question AMD receives today about Epyc is what happens when you stop making CPUs again to which they would probably reply "we won't cuz we can't afford too" and then the cheeky retort "you couldn't afford it last time either". Epyc ramp up was expected to be slow but I don't think this slow the amount of resistance I think it experience is above even AMDs internal pessimistic predictions.
      - deleted 9y ago
        [deleted]
mark-r 9y ago
So far today it's at $11.08, which puts it back where it was at on March 22. So yes, it's a 30 day high, but only just barely. I love AMD and I'm rooting for them, but the stock price isn't the news - it's the unexpected sales strength of the Zen architecture. Don't expect Intel to take their success lying down.
- jandrese 9y ago
  This is what I want to see. Intel finally waking up and working hard again and maybe trying to compete on price. Without proper competition the market just goes stagnant. The most interesting thing is that Intel used to be able to crush their opponents by being one step ahead on node size improvements, but that's hit a wall and it has given everyone else a chance to catch up.
  - noir_lord 9y ago
    Also meltdown is going to be a problem for them for years. Intel is vulnerable if they don't get their act together and the competition do. AMD has been on a roll since Ryzen was released and as long as time continues to go past without a meltdown level problem cropping up they might have a shot at eating some of the data center stuff. We upgraded our Xeon servers the week before meltdown hit, if we'd know we'd have held on another year and gone EPYC.
    - dogma1138 9y ago
      Meltdown would likely increase Intel sales not decrease them. The problem with AMD is that it stopped making server CPUs for 5 years, Epyc was their first release since December of 2012 and that is what essentially prevents any serious ramp up of Epyc currently. Not having the fastest CPU out there isn't a problem if you can price it correctly but when you don't give your customers any options to upgrade or grow you essentially give them only one option and that is switch the the competition completely. If people can't trust that AMD won't abandon them again for half a decade to sort their shit out they will never take the risk of using them again at scale. That 5 year gap also essentially killed the AMD optimized software ecosystem and toolset which now needs to be built from the grounds up again.

Yes their current dollar range is slightly more exposed to volatility given it’s price range. We’d all wondered whether they would get a perk after the rounds of flack Intel’s received. From the little research I’ve done though I’m unsure whether their new CPUs really compete with Intel. Any anecdotes here?

dogma1138 9y ago
Well it looks like Bulldozer was still 60% of their client revenue, Ryzen is selling well the deal with Intel was also quite good but it looks like their enterprise figures are still abysmal Epyc double digit growth sure but considering that the majority of those 500 mill was still from semi custom it looks like Epyc is still struggling to get traction.
- AstralStorm 9y ago
  Quite expected too. Server markets tend to buy rarely, conservatively and in late volumes at a time. It will take a few new data centres to nudge it.
  - dogma1138 9y ago
    The first part of your sentence is true, the second isn't. Intel couldn't make Skylake Xeons fast enough it became their fastest ramp up of any Xeon release to date. https://www.nextplatform.com/2017/12/01/booming-server-market-wake-skylake/ https://www.nextplatform.com/2017/12/01/booming-server-marke... The problem is that AMD has lost the trust of the enterprise market because they gave up and stopped making Opterons without even a good reason to do so. That screwed up their entire customer base because they had no option to expand or upgrade other than just replace all of their servers with Intel. Opteron was the king and yeah they were losing the pure performance crown but in 2012 it wasn't that bad, server software could be optimized and an acceptable performance per dollar ratio could've been maintained. Before Epyc the last enterprise Opteron that AMD was released was in December of 2012 on 32nm SOI process 16 core CPU (technically 8 since it's bulldozer but who cares) that's 5 years without an upgrade option. If I would be a bet on the number 1 question AMD receives today about Epyc is what happens when you stop making CPUs again to which they would probably reply "we won't cuz we can't afford too" and then the cheeky retort "you couldn't afford it last time either". Epyc ramp up was expected to be slow but I don't think this slow the amount of resistance I think it experience is above even AMDs internal pessimistic predictions.
    - deleted 9y ago
      [deleted]

mark-r 9y ago

So far today it's at $11.08, which puts it back where it was at on March 22. So yes, it's a 30 day high, but only just barely. I love AMD and I'm rooting for them, but the stock price isn't the news - it's the unexpected sales strength of the Zen architecture. Don't expect Intel to take their success lying down.

jandrese 9y ago
This is what I want to see. Intel finally waking up and working hard again and maybe trying to compete on price. Without proper competition the market just goes stagnant. The most interesting thing is that Intel used to be able to crush their opponents by being one step ahead on node size improvements, but that's hit a wall and it has given everyone else a chance to catch up.
- noir_lord 9y ago
  Also meltdown is going to be a problem for them for years. Intel is vulnerable if they don't get their act together and the competition do. AMD has been on a roll since Ryzen was released and as long as time continues to go past without a meltdown level problem cropping up they might have a shot at eating some of the data center stuff. We upgraded our Xeon servers the week before meltdown hit, if we'd know we'd have held on another year and gone EPYC.
  - dogma1138 9y ago
    Meltdown would likely increase Intel sales not decrease them. The problem with AMD is that it stopped making server CPUs for 5 years, Epyc was their first release since December of 2012 and that is what essentially prevents any serious ramp up of Epyc currently. Not having the fastest CPU out there isn't a problem if you can price it correctly but when you don't give your customers any options to upgrade or grow you essentially give them only one option and that is switch the the competition completely. If people can't trust that AMD won't abandon them again for half a decade to sort their shit out they will never take the risk of using them again at scale. That 5 year gap also essentially killed the AMD optimized software ecosystem and toolset which now needs to be built from the grounds up again.