Everything does look on track and somewhat cohesive for the company. Navi is comming at the perfect time. It should offer reduced cost of production. And considering the turing is the opposite that means that at any performance mark navi can meet it will outclass turing in performance per dollar. The only question is will it contest the top or only the middle ground?
You look at financial reports and they talk about the crypto mining boom and use that to justfy the numbers. But every time you look at the numbers they have a direct correlation to price/performance ratios in graphics cards. You have to understand that that is the bottom line and the sales figures are hardly unpredictable. People buying the cards for mining are often gamers. And nobody gamer or pro or miner wants a bad deal. Right now the deals are bad BY DESIGN by nvidia. This is not something they can reverse they just engineered chips that cost more and do less. Navi uses dramatically improved yields to reduce cost. Even on its own the outcome of navi looks optimistic by itself. But in light of nvidias biggest blunder in their history I'd say that yeah amd looks pretty fucking good right NOW before people start realizing what is going to happen to the gpu market in late 2019.
Yeah me to. Ge force 4 ti, 6800 gtx, 570, 980m, 1070. Loved the cards and loved the company. Can't believe they made such a big decision that was such an obvious failure by design. Got my fingers crossed for amd cards otherwise I just wont be buying a gpu anytime soon.
Looks like 6 stocks (including AMD) are being added and thus 6 are being taken off the index. Interestingly, Seagate Technologies is one of the ones being removed.
I think Seagate was incredibly late to the SSD game. WD was more forward thinking.
Seagate datacenter products have also fallen out of favor to WD over the years. Seagate still has strong OEM and consumer presence but that isn't as profitable.
Can't say I'm surprised to read that Seagate is falling on hard times. OTOH despite having a decent SSD line Western Digital isn't doing any better; so I wouldn't be surprised if they end up in the next batch pulled from the index.
Look at the historical data and you will see why WD isn't at risk of being removed anytime soon. Their market cap and their average trading price are much higher. Their peak trading price this year is nearly double that of Seagate as well.
I did. The two companies 5 year trends have peaks and nadir's in the same places. Both currently have market caps of ~$10bn. The only difference is the Seagate has issued ~2x as many shares, so each of its are worth about half of what a WD share is.
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Opencg - Thursday, December 20, 2018 - link
Everything does look on track and somewhat cohesive for the company. Navi is comming at the perfect time. It should offer reduced cost of production. And considering the turing is the opposite that means that at any performance mark navi can meet it will outclass turing in performance per dollar. The only question is will it contest the top or only the middle ground?You look at financial reports and they talk about the crypto mining boom and use that to justfy the numbers. But every time you look at the numbers they have a direct correlation to price/performance ratios in graphics cards. You have to understand that that is the bottom line and the sales figures are hardly unpredictable. People buying the cards for mining are often gamers. And nobody gamer or pro or miner wants a bad deal. Right now the deals are bad BY DESIGN by nvidia. This is not something they can reverse they just engineered chips that cost more and do less. Navi uses dramatically improved yields to reduce cost. Even on its own the outcome of navi looks optimistic by itself. But in light of nvidias biggest blunder in their history I'd say that yeah amd looks pretty fucking good right NOW before people start realizing what is going to happen to the gpu market in late 2019.
Matthmaroo - Thursday, December 20, 2018 - link
I have almost always bought NVIDIABut they have lost their minds with pricing
Opencg - Friday, December 21, 2018 - link
Yeah me to. Ge force 4 ti, 6800 gtx, 570, 980m, 1070. Loved the cards and loved the company. Can't believe they made such a big decision that was such an obvious failure by design. Got my fingers crossed for amd cards otherwise I just wont be buying a gpu anytime soon.DanNeely - Thursday, December 20, 2018 - link
What company fell off the index to make the opening AMD took?WithoutWeakness - Thursday, December 20, 2018 - link
https://en.wikipedia.org/wiki/NASDAQ-100#Changes_i...Looks like 6 stocks (including AMD) are being added and thus 6 are being taken off the index. Interestingly, Seagate Technologies is one of the ones being removed.
HStewart - Thursday, December 20, 2018 - link
It is funny Electronic Art and Telsa are also on list and they both have problems - at least from customersHStewart - Thursday, December 20, 2018 - link
No wonder Seagate was removed - they are struggling because of switch from physical to ssd drivesSamus - Friday, December 21, 2018 - link
I think Seagate was incredibly late to the SSD game. WD was more forward thinking.Seagate datacenter products have also fallen out of favor to WD over the years. Seagate still has strong OEM and consumer presence but that isn't as profitable.
thesavvymage - Thursday, December 20, 2018 - link
problems from customers have absolutely zero to do with inclusion status on a stock index...Samus - Friday, December 21, 2018 - link
Yeah is customer satisfaction and quality mattered to NASDAQ there is no way in hell FCAU would be on the ticker.DanNeely - Thursday, December 20, 2018 - link
Can't say I'm surprised to read that Seagate is falling on hard times. OTOH despite having a decent SSD line Western Digital isn't doing any better; so I wouldn't be surprised if they end up in the next batch pulled from the index.Samus - Friday, December 21, 2018 - link
Look at the historical data and you will see why WD isn't at risk of being removed anytime soon. Their market cap and their average trading price are much higher. Their peak trading price this year is nearly double that of Seagate as well.DanNeely - Friday, December 21, 2018 - link
I did. The two companies 5 year trends have peaks and nadir's in the same places. Both currently have market caps of ~$10bn. The only difference is the Seagate has issued ~2x as many shares, so each of its are worth about half of what a WD share is.integracija - Monday, December 31, 2018 - link
https://integracija.tumblr.com/