Epyc had a very slow start due to OEM not picking up fast. Seeing Cisco adding an AMD Epyc to there server portfolio tells something about the shifting market..... https://www.theregister.co.uk/2018/05/31/cisco_ucs...
Intel is nowhere near price/perf/power competitive against the 24 and 32core EPYC . The +20cores Intel are expensive like crazy. Only old school IT companies don't want to see that there is something else then Intel for a datacenter.
Epyc had a slow start because AMD wasn't making enough of them. It was almost a year before anyone besides an OEM could buy one. I believe they were letting cloud providers and OEM buy the whole stack.
That's the reason I ended up buying the stock, it was clear Epyc was a major success because you couldn't even buy the damn thing unless you were ordering it by the tray.
Hopefully the numbers keep getting better. Their long term debt is 1.388B, so extrapolating out their net income as profit, 400m/yr, they could pay off their debt in 4 years which isn't bad assuming no further negative quarters and interest rates don't jump.
You aren't the only one who lost money on AMD 15 years ago. And I also have been reluctant to buy AMD again because of that, despite rooting hard for that company. AMD has never been a profitable long term buy, like *never*, in their 40 year history. Which is unfortunate because I do want them to succeed. And so anyone brave enough to buy AMD stock ... here's hoping it goes through the roof for you.
I really really hope that AMD can bring in enough profit from Epyc, Ryzen, and Threadripper to be able to put enough resources towards returning it's GPU business to competitive parity. I'm sure there is an as yet unannounced new GPU design in the pipeline but it takes money to bring it to consumers in a timely manner. Till then Nvidia will just keep increasing prices every generation.
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bill.rookard - Thursday, July 26, 2018 - link
Well, glad I bought a ton of AMD stock when it dropped to $10 a few months ago.... sitting pretty now. Yay!ingwe - Thursday, July 26, 2018 - link
Well damn I am jealous now. :)Glad AMD is looking better. We need competition.
duploxxx - Thursday, July 26, 2018 - link
Epyc had a very slow start due to OEM not picking up fast. Seeing Cisco adding an AMD Epyc to there server portfolio tells something about the shifting market.....https://www.theregister.co.uk/2018/05/31/cisco_ucs...
Intel is nowhere near price/perf/power competitive against the 24 and 32core EPYC . The +20cores Intel are expensive like crazy. Only old school IT companies don't want to see that there is something else then Intel for a datacenter.
rahvin - Thursday, July 26, 2018 - link
Epyc had a slow start because AMD wasn't making enough of them. It was almost a year before anyone besides an OEM could buy one. I believe they were letting cloud providers and OEM buy the whole stack.That's the reason I ended up buying the stock, it was clear Epyc was a major success because you couldn't even buy the damn thing unless you were ordering it by the tray.
webdoctors - Thursday, July 26, 2018 - link
Hopefully the numbers keep getting better. Their long term debt is 1.388B, so extrapolating out their net income as profit, 400m/yr, they could pay off their debt in 4 years which isn't bad assuming no further negative quarters and interest rates don't jump.Samus - Thursday, July 26, 2018 - link
When I read that headline I thought I was reading The Onion.I lost so much money on AMD 15 years ago I'm scared to touch it anymore. Although Intel doesn't have their Dell bitch to stab AMD in the back anymore.
rahvin - Thursday, July 26, 2018 - link
Who says Dell isn't still in the pocket of Intel? Dell changed hands twice since they got slapped, any agreement that was made is long gone.Alexvrb - Thursday, July 26, 2018 - link
Their ability to brazenly play dirty has definitely diminished.bji - Saturday, July 28, 2018 - link
You aren't the only one who lost money on AMD 15 years ago. And I also have been reluctant to buy AMD again because of that, despite rooting hard for that company. AMD has never been a profitable long term buy, like *never*, in their 40 year history. Which is unfortunate because I do want them to succeed. And so anyone brave enough to buy AMD stock ... here's hoping it goes through the roof for you.aryonoco - Friday, July 27, 2018 - link
Lisa will go down in history as an amazing tech CEO.The turnaround she has managed is nothing short of spectacular.
Well done to everyone at AMD. They deserve this.
Stochastic - Friday, July 27, 2018 - link
Jim Keller deserves some credit, too.SquarePeg - Friday, July 27, 2018 - link
I really really hope that AMD can bring in enough profit from Epyc, Ryzen, and Threadripper to be able to put enough resources towards returning it's GPU business to competitive parity. I'm sure there is an as yet unannounced new GPU design in the pipeline but it takes money to bring it to consumers in a timely manner. Till then Nvidia will just keep increasing prices every generation.0iron - Monday, July 30, 2018 - link
Brett Howse no longer post in Fiscal Results?