AMD RX-480 and ZEN - AMD's come back move

[GTP]

AMD is going to preview their new ZEN processor with 8 cores, 16 threads in december. They are going to take on Intel directly in the server market and workstations.

Good luck with that!

 

[coffee]

Good luck with that!

https://www.dvhardware.net/article65583.html#

 

[coffee]

AMD stock is holding up quite well today. Currently sitting around 9.45/share. I am up 35% and loving it. Everyone watching AMD is waiting for the official announcement from Intel about switching to AMD graphics in their chips.

 

[1on1 Computer Services]

AMD stock is holding up quite well today. Currently sitting around 9.45/share. I am up 35% and loving it. Everyone watching AMD is waiting for the official announcement from Intel about switching to AMD graphics in their chips.

30%??? Heck, I'm up 286%

Of course I'm going on pure blind dumb luck. I did no research before buying in, I just thought that under $2.00 a share was cheap.

Still kicking myself for not buying more back then.

 

[coffee]

30%??? Heck, I'm up 286%

Of course I'm going on pure blind dumb luck. I did no research before buying in, I just thought that under $2.00 a share was cheap.

Still kicking myself for not buying more back then.

I have been in and out since 5.03

My latest is a long position after securing my profits and buying more shares with it at 8.91 . As the situation with AMD has changed, So has my plan. I will now stay in this as its going to move much farther up than I had ever expected.

BTW --- Good job for guessing right.

 

[1on1 Computer Services]

HOLY CRAP:


https://finance.yahoo.com/quote/AMD?p=AMD

 

[coffee]

Is this not the *hits? Wow what a great day in "Stock Land".

My profits are up (total for year) to 60% !!

Now, AMD has a release date for their new processor coming up. The "Zen" processor. I can see this getting to 14/share by end of February or so

This is a lot easier than running service calls - lol

 

[phaZed]

Better get out on the day of release or the day after.. taking a chance on a pump-n-dump once it actually comes out.

 

[coffee]

Better get out on the day of release or the day after.. taking a chance on a pump-n-dump once it actually comes out.

This is no pumpNdump. I am in this thing until about 15/sh and then I will take some profits.

Did you see the upgrades just yesterday?

 

[phaZed]

This is no pumpNdump. I am in this thing until about 15/sh and then I will take some profits.

Did you see the upgrades just yesterday?

No, didn't see the upgrade, I saw that the shares jumped on yet more rumors (This time on Intel picking up AMD graphics tech licensing) - which will likely be true, IMO. Let's face it, if "Intel HD Graphics/Iris" is the result of the NVIDIA 5-year deal.. well, ya, a no-brainer for Intel and a likely proposition. On the flip side of that coin is that Intel chips will be even more competative at lower prices since they won't be paying the type of royalties they currently do to NVIDIA.

The stock looks, to me, to be overextended already. It's way above the 50 day moving avg and is having trouble holding the speculation spikes. Some of the other technical indicators are indicating over extension as well. Everything is already baked into the stock, I would be worried for "buy the rumor, sell the news". About the only thing not baked in is a full takeover of the company (Which could realistically happen - what if that is really the Intel deal?)

Back to the upgrade (just read up on it) - it simply got upgraded because of the buying frenzy, bittersweet news in the datacenter and more "rumors" - I get it, but if you were not already 'in', now is a risky time to try to make ROI.... what that usually means is that bundlers and pro traders are looking for the "last suckers" to pump the price 'before the fall'.

Looking at the stock, I believe the stock is truly worth $6-8 as per the previous support level. If all goes OK, then that level may rise slowly over time but if there are any hiccups (No matter if it's supply issues, technical issues, lackluster performance, etc) we may see the company sold or a hostile takeover.

Nobody seems to be factoring in Intel. They can easily drop their prices to be more competitive(and still be profitable) and they have new chips right around the corner which could offset much of AMD's recent successes in both the cost and performance arena. Also, Qualcomm is going to be entering the OEM laptop and desktop market in 3-4Q 2017 which will directly compete with AMD, perhaps (If not on performance, certainly on price).
https://www.engadget.com/2016/12/07/windows-10-snapdragon-arm/
https://www.qualcomm.com/news/snapdragon/2016/12/07/windows-10-powered-snapdragon

I'm no expert, but definitely lock your gains in soon and re-buy after, if advantageous. December 13th?

 

[coffee]

No, didn't see the upgrade, I saw that the shares jumped on yet more rumors (This time on Intel picking up AMD graphics tech licensing) - which will likely be true, IMO. Let's face it, if "Intel HD Graphics/Iris" is the result of the NVIDIA 5-year deal.. well, ya, a no-brainer for Intel and a likely proposition. On the flip side of that coin is that Intel chips will be even more competative at lower prices since they won't be paying the type of royalties they currently do to NVIDIA.

The stock looks, to me, to be overextended already. It's way above the 50 day moving avg and is having trouble holding the speculation spikes. Some of the other technical indicators are indicating over extension as well. Everything is already baked into the stock, I would be worried for "buy the rumor, sell the news". About the only thing not baked in is a full takeover of the company (Which could realistically happen - what if that is really the Intel deal?)

Back to the upgrade (just read up on it) - it simply got upgraded because of the buying frenzy, bittersweet news in the datacenter and more "rumors" - I get it, but if you were not already 'in', now is a risky time to try to make ROI.... what that usually means is that bundlers and pro traders are looking for the "last suckers" to pump the price 'before the fall'.

Looking at the stock, I believe the stock is truly worth $6-8 as per the previous support level. If all goes OK, then that level may rise slowly over time but if there are any hiccups (No matter if it's supply issues, technical issues, lackluster performance, etc) we may see the company sold or a hostile takeover.

Nobody seems to be factoring in Intel. They can easily drop their prices to be more competitive(and still be profitable) and they have new chips right around the corner which could offset much of AMD's recent successes in both the cost and performance arena. Also, Qualcomm is going to be entering the OEM laptop and desktop market in 3-4Q 2017 which will directly compete with AMD, perhaps (If not on performance, certainly on price).
https://www.engadget.com/2016/12/07/windows-10-snapdragon-arm/
https://www.qualcomm.com/news/snapdragon/2016/12/07/windows-10-powered-snapdragon

I'm no expert, but definitely lock your gains in soon and re-buy after, if advantageous. December 13th?

AMD has a beta about 1.5 which means it moves up and down a lot. But I do see this hitting 12 by probably January. Believe it or not (which you probably dont) this is a turn around company and things are ramping up fast. AMD has Lisa Sue and she knows how to run a company.

 

[phaZed]

Just be careful. I'm not saying you're wrong or that I'm right. Read your fundamentals and watch the indicators.

I'm sorry, the Beta coefficient of a stock is a bit more involved - it is a risk indicator, the amount of volatility as compared to the market. The higher the number past 1.0, the higher the risk but the more/faster the returns. AMD's beta is more like 2.5 which is extremely risky with great ROI potential if played right.

Turned around? Well, I suppose it depends on your perspective.. it's turned around all right... to AMD's biggest flat-line with a glimmer of last hope:

As far as Lisa Su, well, believe what you will - I'm not here to change your mind.

The only company that Lisa Su ever had any business operational experience before AMD was at Freescale. She was the a senior vice president of a division and was credited with "helping getting Freescale's house in order for IPO" in 2011 - of which Freescale was investigated for misconduct related to the IPO and had $7.6 Billion in outstanding debt. The company was then bought out by NXP.. so I'm not really sure why you think the same couldn't happen with AMD. So far, Lisa Su is good at selling struggling companies to the highest bidder (Not necessarily a bad thing). Beyond that, Su has no (edit: limited) business operation experience - she's a silicon R&D engineer.

An AMD buyout could be good, AMD may be on the right track, Lisa Su could be a great leader for AMD - but the proof is in the pudding and the only pudding we have is in a display window of a cardboard cut-out. So let's wait and see before we start assuming facts based on many "what if" statements.

I would like nothing more than an AMD comeback but wishing it so, doesn't make it so. My #1 rule with stocks is to not be emotional. I wish you good luck on your trades!

 

[phaZed]

10 minutes until the New Horizon Event:

 

[coffee]

Great time to buy more stock if you have AH type account. Should be down tomorrow morning too. I just have a cash account and I am all in on this and I have to say that this is an exciting time for AMD.

The presentation was pretty good and its very interesting to see a chip that can compete with Intel once again. I have been with AMD since they brought out the old 386 chip and have always enjoyed their performance and price.

Good Job Lisa Su!!

 

[phaZed]

Well, here's the notes I took from that (Bolded items are new information):

8c/16t processor

Base clock of 3.4GHz or higher
Boost mode for each processor exists – not released

5 Features – AMD SenseMI Technology that got them the 40% improvement:
· Neural net prediction
· Smart Prefetch
· Pure power
· Precision boost
· Extended Frequency Range

Head to Head tests

· Blender
o I7-6900K vs Zen
o 3.4GHz
o Directly matches 6900K - does not exceed.
o 95w TDP for Zen

· Handbrake
o 54 vs 59 seconds win for Zen on transcode
· VR – looks pretty clunky. AR mixed reality demo like MS offerings.
· Battlefield demo – 4K – 60-70 frames/sec – same gfx, so who cares?
· Michael Pavlovich – Zbrush – Keyshot – nothing new. Not impressed.
· Peter "PPD" Dager - egamer – Dota 1080– play game maxed out and stream. Meh, can have with any decent NVIDIA card.

o DOTA 2 - 6700K OC 4.5GHz – frame dropping with streaming?

Q1 launch

Ryzen w/ Vega – Star Wars Battlefront Rogue one 4K
· Slow boot -had to get audience into countdown multiple times. Live issue? Server wait period?
· Chop and frame tearing, few dropped frames.
· 60+fps

My biggest problem with presentation? No workload numbers on CPU's only on graphics. Why not show how hard the CPU is running under the games as compared to the Intel counterpart? Why are we focusing on Graphics card performance for a CPU demo?

 

[coffee]

@phaZed ----

I have read your posts and have not replied until today as I wanted to sit and think of how to respond to your posts.

Ok, You are not looking at this the right way. Its not a matter of which chip is faster. The majority of chip sales are not in the upper echelon of chips. Your average pc buyer does not go out and buy a computer with a 1000+ dollar chip in it. If that were the case then lower performing chips would not be manufactured and laptops / desktops would be quite a bit more expensive. AMD's presentation shows that their new chip - the Ryzen - is comparable to Intels top line chip. The key here is that it will probably price out half the cost of Intel's top chip. This translates to market share. The battle is not "Which chip is faster" but is "Comparatively as fast but a lot less in cost".

You can debate performance all day and spend hours comparing facts and tests. But the real story here is that AMD is under new leadership and is producing new lines of video cards and processors that are directly competitive to Intel and Nvidia at much less of a cost. This translates into market share which in turn effects share price.

I for one, Am very excited about this. Not only am I now up about 80% on my investment with AMD but their new line of video cards and processors look to be really nice and affordable. I will no doubt take some of my earnings from my investment and buy a Ryzen processor and perhaps their RX* video card next year.

Have a good day,

 

[sapphirescales]

@phaZed ----

I have read your posts and have not replied until today as I wanted to sit and think of how to respond to your posts.

Ok, You are not looking at this the right way. Its not a matter of which chip is faster. The majority of chip sales are not in the upper echelon of chips. Your average pc buyer does not go out and buy a computer with a 1000+ dollar chip in it. If that were the case then lower performing chips would not be manufactured and laptops / desktops would be quite a bit more expensive. AMD's presentation shows that their new chip - the Ryzen - is comparable to Intels top line chip. The key here is that it will probably price out half the cost of Intel's top chip. This translates to market share. The battle is not "Which chip is faster" but is "Comparatively as fast but a lot less in cost".

You can debate performance all day and spend hours comparing facts and tests. But the real story here is that AMD is under new leadership and is producing new lines of video cards and processors that are directly competitive to Intel and Nvidia at much less of a cost. This translates into market share which in turn effects share price.

I for one, Am very excited about this. Not only am I now up about 80% on my investment with AMD but their new line of video cards and processors look to be really nice and affordable. I will no doubt take some of my earnings from my investment and buy a Ryzen processor and perhaps their RX* video card next year.

Have a good day,

Congrats, someone gets it. AMD is more than happy to let Intel keep the top 1% of the market with the fastest processors while they chip away at their share of the other "bottom" 99%. Nearly every custom build I've done for the last few years has been AMD based unless the client had a SPECIFIC need for a super high end processor (OCR scanning or other processor intensive tasks) AND was willing to pay an extra $400+ for the difference in part costs. I've been particularly impressed by the 8320E which is very close in performance to an i5 but costs SIGNIFICANTLY less, especially when you factor in the cheaper motherboard cost.

AMD chips tend to run hotter than Intel, so I generally recommend Intel for laptops, and AMD for desktops. I've never in my life seen an AMD laptop that was actually decent speed wise and didn't burn your lap instantly on contact. And their A series desktop chips aren't great either. Only the FX series. We'll have to see how these new chips turn out, but I definitely plan on trying them in a couple of builds and seeing how things go.

 

[phaZed]

@coffee -

I feel you miss some of the finer points, but in the end, it's all speculation. Just be careful in your trades and you will be fine. I'm not trying to get a rise out of anyone here, trade as you wish.

 

[ohio_grad_06]

PCWorld seems to think highly of the new chips.

http://www.pcworld.com/article/3149...named-ryzen-is-its-best-chip-in-a-decade.html

I think looking at the article, from what they said, the AMD chips are running at 95 watts while the intels are running 140.

Here's a quote

"In three demonstrations—using processor-intensive Handbrake, Blender, and ZBrush benchmarks—the 3.4GHz Summit Ridge (with boosting turned off) either met or exceeded Intel’s 3.2GHz 6900K, which can boost to 3.7GHz. In Blender, AMD’s chip consumed 187.6W under load, while the Core i7 consumed 191.8W."

I'm not saying Zen is the end all to end all, but they even said they took an AMD system with the new cpu, put it up against the intel system, and that there was no noticeable difference.

What I am saying is it looks like they've got their best chip in years here. They play their cards right, I think things will turn around. If they can find some spots where they can price in just a little under intel to make some money and gain some market share, things are going to get interesting. Especially when they are saying you can't tell a difference between the two and intel has been on top as long as they have.

As a side note, the Battlefield demo, they said that the AMD was only running 16 gb of ram, and a pair of Nvidia Titan cards. The intel was running the same, except it had 32gb of ram in quad channel on an X99 board to eliminate memory bottlenecks, and the AMD still kept pace.

 

[coffee]

AMD is going to break 11 this week

I will be buying one of these chips!