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AMD Stock...Wow!

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Well, apparently the guys that rate the stocks take reviews from PCGamer seriously.

Ryzen performance looks pretty spot on with prior leaks, but fanboys were overhyped a bit.

The bottom line is that Ryzen is a good product (particularly for workstations), but it isn't a knockout. No one should have expected that. They need to work on game and app optimization (which will be tough for such a small company), their roll out of the lower end chips, and by the time Ryzen is fully fleshed out, Intel will probably put them on the back foot again. The way Intel has been going it won't be far back, but maybe Intel has some tricks waiting?

Ryzen is pretty awesome compared to Bulldozer, and unless they have production issues I expect big gains in market share, ~100% gain by next year (to 35% share). One of the most impressive features of Ryzen IMO is the power efficiency, which should give them a big increase in laptops. Profit is really tough to predict at this point though, and decent stock valuations require profit.
 
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but it isn't a knockout

I think you are wrong. It's not a knockout for the gaming market but the gaming market has failed to capitalise on true multicore. There will be renewed pressure for this to happen now.

However it is an absolute stunner for anyone looking to build a Workstation, Server, Render machine. It is a massive shakedown to intel as it hits them right where it hurts in those regions. 8c16t with dual CPU boards already touted. That's 16c32t for the price of a single intel 8c16t chip. The chip is right where the money is.
 
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I have a few grand in AMD stock, still have made enough to pull my original investment and buy a Ryzen setup if I wanted, but its still going to go up.


Facts are, Ryzen is a great chip for the price, and its only the first one, so if they gain a 5% IPC improvement next year on a new spin and manage the node shrink they will have further improvements, and considering its ability currently in a partially refined form. I cannot imagine they will NOT sell this chip to MS and Sony in consoles (how is that Switch hitting ya Nvidia, all the lack of availability and Joy Con issues feels good man), and I await what they are going to be capable of with a GPU on die in mobile devices and in small form factor PC's.

The hype is all about games, at 1080P, where sure it doesn't do 289FPS VS a Intel chip, it only does 247FPS....... wahhhh, but more impressive to me is the minimum FPS and at higher resolutions, now they just need a new GPU to pair it with.
 
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I'm pretty sad about hearing "not very good gaming performance compared to Intel" on the new Ryzen CPU's.
 
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I'm pretty sad about hearing "not very good gaming performance compared to Intel" on the new Ryzen CPU's.


When you are comparing more than your refresh rate does it matter? Also, again, its been noted that Ryzen does a better job keeping the minimum, which fixes stuttering, at a HIGHER FPS meaning smoother gameplay than Intel.

So lets ask ourselves, does 121FPS maximum VS 150FPS maximum mean anything if the Intel that hit 150 has a minimum of 40FPS and the Ryzen a 70FPS?
 

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I'm pretty sad about hearing "not very good gaming performance compared to Intel" on the new Ryzen CPU's.
Called it.
 
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I'm pretty sad about hearing "not very good gaming performance compared to Intel" on the new Ryzen CPU's.
That depends which Intel chips you compare it too, most people don't have a 6700K/ 7700K or 6950K.
For people looking for value when they upgrade, Ryzen IMO is the way to go unless they can pick up a new, cheap *cough* Intel chip.
 
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Yes, but that is a small market. 4 and 6 core chips to the average Joe are where AMD will make it or not.
Seriously? I'm definitely staying in and riding this. I view Ryzen as a huge success for the future of AMD. The money is NOT in the desktop market, but in the enterprise/data-center market, and if Ryzen has shown us anything, Naples is going to be pretty amazing in that aspect. I understand we're enthusiast and gaming-centric, but from a corporate standpoint this architecture looks pretty damn good. I'll eat my words later if need be, but I'm staying in this one for the ride, but I also got in at the right time. Last year was crazy, and I'm hoping Naples will bring another nice year.

JAT
 
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PC gaming is dying, no wonder AMD went full workstation.
I don't know that it's dying, it's just that the days of higher and higher frequency processors, both CPU, and GPU have ended. We could reach almost 5Ghz on some chips for awhile now, and GPUs hit the Ghz and beyond a few years ago and their performance has stopped scalling as well.

The performance difference between the 980Ti and 1080Ti in overclocked scenarios isn't as much as we used to get between architecture changes, same on the Intel side, and the AMD side. So why upgrade?

Some of it has been process stalls, some has been architecture, but we are either reaching maximum efficiency at how fast electronic transistors can switch, or the limits of software, and either way there is no easy leap forward like there used to be.
 
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PC gaming is more popular than ever you can see it on the fact that mainboards and GPUs companys are doing such a hard work on emphasizing "Gaming" everywhere and increased work on looks/quality etc - not only those but keyboards, mouses and everything else too.
 
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I don't know that it's dying, it's just that the days of higher and higher frequency processors, both CPU, and GPU have ended. We could reach almost 5Ghz on some chips for awhile now, and GPUs hit the Ghz and beyond a few years ago and their performance has stopped scalling as well.

The performance difference between the 980Ti and 1080Ti in overclocked scenarios isn't as much as we used to get between architecture changes, same on the Intel side, and the AMD side. So why upgrade?

Some of it has been process stalls, some has been architecture, but we are either reaching maximum efficiency at how fast electronic transistors can switch, or the limits of software, and either way there is no easy leap forward like there used to be.

Because bumping up frequency was cheaper and easier than improving the IPC efficiency? Just saying... I mean, why do you think Bulldozers were running at 5GHz ? And why is Ryzen all of a sudden a sub 4GHz chip again? Yeah, it's called IPC. And they went that route because they were forced to do that, just increasing the clock just didn't cut it anymore. And Intel is facing the exact same thing now. 7700K runs at what, 4.5 GHz out of the box? They can make one more bump up to 4.7-4.8 and at that point it just won't be feasible anymore. If you look back, what happened to P4, Core 2 Duo, Nehalem etc etc? They always hit clock wall before they move on. AMD was there with Bulldozer and Intel is there with Kaby Lake. They are forced to improve IPC, otherwise they are in a dead end. And AMD, with Ryzen is also at that point currently seeing how Ryzen can't really go beyond 4GHz. They'll make some headroom with improved manufacturing processes, but they'll only give them as much. After that they'll have to push IPC again.
 

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Seriously? I'm definitely staying in and riding this. I view Ryzen as a huge success for the future of AMD. The money is NOT in the desktop market, but in the enterprise/data-center market, and if Ryzen has shown us anything, Naples is going to be pretty amazing in that aspect. I understand we're enthusiast and gaming-centric, but from a corporate standpoint this architecture looks pretty damn good. I'll eat my words later if need be, but I'm staying in this one for the ride, but I also got in at the right time. Last year was crazy, and I'm hoping Naples will bring another nice year.

JAT
This. The low TDPs we're seeing very well might mean that AMD could crank out reasonably priced server CPUs with decent performance compared to offerings that Intel charges thousands of dollars for. AMD has lost so much of the server market that the room for growth is massive.

For me, as a software engineer, it's an enticing platform because of how many threads it can handle for the cost. I write software that runs on servers and in this problem domain, I actually have a lot of opportunities to make services multi-threaded. So being able to load-test something I'm writing locally and benchmarking how it scales can tell me a lot more before it's operating out in the wild.
 
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Anyone get cold feet over the last month? I scooped up a few dozen more shares on the Goldman drop. Hope others are still enjoying the ride. I am keeping the faith and hoping for another stellar year.

https://seekingalpha.com/article/4061547-amd-goldman-sachs-sell-recommendation-wrong

http://amigobulls.com/articles/2017-04-11-dont-short-amd-stock-ahead-of-todays-ryzen-5-launch

Waiting for RX5xx/Vega and Naples to bump it up some more in the next few weeks/months. Good luck to all staying in this for the ride.

JAT
 
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Time to buy!

Probably will drop abit more before it rebounds in the next afew days.
 
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Time to buy!

Probably will drop abit more before it rebounds in the next afew days.
My thoughts exactly, it will rise again just prior to the release of Vega.
 
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