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Amazon, Microsoft, and Baidu would have to disagree with you, since they all have already done large Epyc implementations. Also, I can go on CDW right now and

Amazon, Microsoft, and Baidu would have to disagree with you, since they all have already done large Epyc implementations. Also, I can go on CDW right now and get an Epyc server, no problem. Availability isn't an issue for AMD.

bitL 8y ago
...and that's why AMD didn't miss revenue forecasts, right? EPYC was pretty anemic, I would have expected an explosion in sales with such a product, not the underwhelming sales performance it experienced. There are obviously other factors holding it back. How do you know AWS/Azure etc. aren't using them just for price haggling with Intel, as it was done with AMD in the past all the time? The fact you can get EPYC servers doesn't mean they are wide-spread anyway.
- jaxtellerSoA 8y ago
  >I would have expected an explosion in sales with such a product That is just unrealistic expectations in the server space. These aren't consumer products where adoption is fast. Business don't upgrade their infrastructure as quickly as consumers, and when they do decided to upgrade it is months of planning. No company is going to jump ship to AMD when their current servers aren't fully depreciated by their accounting standards, and they still have several years left on their support contracts. The EPYC sales will come, but not overnight. EDIT: And I am not sure why are are so disappointed here. Epyc sales and adoption has been in-line with what AMD has given as guidance. Why would you expect adoption to wildly exceed AMD's own guidance? I think AMD had aggressive but realistic guidance and so far Epyc has been great success and will only continue to chip away at Intel. Also not sure what revenue miss you are referring to. Overall AMD beat their expected earnings per share by 1 cent last quarter. If there was a slight miss on the Epyc sales then they made up for it somewhere else, but it must not have been a very big miss otherwise they would have missed the EPS target.
  - ct520 8y ago
    obviously this dude bought the fomo at $34 and now mad he stuck bag holding. I dare you to explain it otherwise
- ct520 8y ago
  They missed revenue because of video cards effecting them more then they expected, look at Nvidia, they expect backstock into several quarters next year. Stop spreading fud, their cpu revenue, ip etc is right on target where they said it would be.
  - bitL 8y ago
    https://optocrypto.com/amd-epyc-captured-2-of-the-server-market-in-2018/ https://optocrypto.com/amd-epyc-captured-2-of-the-server-mar... 2% market share for EPYC. Do you think I bought Threadripper to spread FUD about AMD?
    - ct520 8y ago
      I read it on optocrypto.com it must be true!
      - bitL 8y ago
        You have literally source of that stated in the article. Also, I hold no positions/stocks in either red, green or blue team.

bitL 8y ago

...and that's why AMD didn't miss revenue forecasts, right? EPYC was pretty anemic, I would have expected an explosion in sales with such a product, not the underwhelming sales performance it experienced. There are obviously other factors holding it back. How do you know AWS/Azure etc. aren't using them just for price haggling with Intel, as it was done with AMD in the past all the time? The fact you can get EPYC servers doesn't mean they are wide-spread anyway.

jaxtellerSoA 8y ago
>I would have expected an explosion in sales with such a product That is just unrealistic expectations in the server space. These aren't consumer products where adoption is fast. Business don't upgrade their infrastructure as quickly as consumers, and when they do decided to upgrade it is months of planning. No company is going to jump ship to AMD when their current servers aren't fully depreciated by their accounting standards, and they still have several years left on their support contracts. The EPYC sales will come, but not overnight. EDIT: And I am not sure why are are so disappointed here. Epyc sales and adoption has been in-line with what AMD has given as guidance. Why would you expect adoption to wildly exceed AMD's own guidance? I think AMD had aggressive but realistic guidance and so far Epyc has been great success and will only continue to chip away at Intel. Also not sure what revenue miss you are referring to. Overall AMD beat their expected earnings per share by 1 cent last quarter. If there was a slight miss on the Epyc sales then they made up for it somewhere else, but it must not have been a very big miss otherwise they would have missed the EPS target.
- ct520 8y ago
  obviously this dude bought the fomo at $34 and now mad he stuck bag holding. I dare you to explain it otherwise
ct520 8y ago
They missed revenue because of video cards effecting them more then they expected, look at Nvidia, they expect backstock into several quarters next year. Stop spreading fud, their cpu revenue, ip etc is right on target where they said it would be.
- bitL 8y ago
  https://optocrypto.com/amd-epyc-captured-2-of-the-server-market-in-2018/ https://optocrypto.com/amd-epyc-captured-2-of-the-server-mar... 2% market share for EPYC. Do you think I bought Threadripper to spread FUD about AMD?
  - ct520 8y ago
    I read it on optocrypto.com it must be true!
    - bitL 8y ago
      You have literally source of that stated in the article. Also, I hold no positions/stocks in either red, green or blue team.