Not that this adds any credibility to my point of view, but there is only one company that I can say I know better than most and that is AMD. I've studied their every move for over 10 years and with that said, I cannot argue with people who have been conditioned to think/believe that AMD is not a company to put faith into. With years of terrible management and products that reached for the stars, yet couldn't even get off the ground, and with a marketing department that hyped up such products to be the greatest things ever, they've developed a seriously bad reputation.
However, people that aren't as studious about AMD should know that the company has gone through a complete restructuring. They aren't the same company today as they were 8 years ago. They've downsized by almost 50%, hired completely new management who I must say is very sharp. Sharp enough to take hold of the entire console gaming industry (all 3 major consoles), sharp enough to use the last bit of resources on the best engineers to make the best products possible (Jim Keller, Raja Koduri), to fire the previous marketing department and hire incredibly intelligent people to take over the effort (Robert Hallock, Roy Taylor). Lisa Su has done an incredible job turning AMD around from a company that was on it's way to bankruptcy within 2 years to a company that has, for the first time in a while, become profitable again.
They are landing contracts left and right, e.g., current and next generation of XBox and Playstation (the rumor is that nVidia managed to convince Nintendo to go with their Tegra architecture for the new NX system, as the NX is based on mobile parts (each controller will basically be a tablet, which can be docked into a central unit, where they can then share resources and become a more powerful single unit, think Constructicons forming Devestator, however, with only x64 ARM CPU's, I'm not sure how powerful it will actually be), the new MacBook Pro's that are coming up as well as huge government contracts and pretty much taking market share by being the preferred brand over Intel in China (maybe Lisa has family connections there, lol).
The point is, you actually shouldn't base judgement of AMD today on the AMD of yesterday. They made a great move with Polaris and attacking the money market first while letting nVidia be prideful and foolish by attacking the top end, which consists of less than 5% of the market, and who are now still scrambling to answer with products of their own (1060 was a good one, but still overpriced. A cut down 1060 w/3GB is rumored to be in the works to target $200, which would be a good move). Meanwhile, while nV is busy trying to answer the mid and low end markets, AMD will attempt to take the spotlight away, yet again with an early release of Vega, which will have multiple iterations, however with HBM2, GCN 5.0, and 4096sp's, we'll have some competition for the 1070 and 1080 (I feel it will fall between the two), however, the AMD slides suggest that at it's best, Vega will sport "up to 18B transistors", which is a mind blowing figure considering the 4096sp model only has 8.9B, meaning a full fledged Vega is purported to have 8192sp's and up to 32GB of HBM2.0, which will force nV to respond with a GTX1080Ti and/or Titan XP, and even if those cards end up taking the performance crown, as long as AMD prices their stuff in the same manner as they did with the RX480, with respect to market position, they very well might have the greatest era of business decision making upon them.
All of this is why AMD's stock price has gone from a mere $1.86 last year to $7.00 today. With a successful launch of Zen in the CPU space, which looks very promising from those AoTS benches that were released (many don't quite know how to interpret that bench result, but I assure you it's promising), the stock is poised to double up yet again.
It's true that no one can predict the future, but one can speculate with given data, and my speculations have won many double, triple, and, even quadruple their money, through investing in AMD, because I could project the financial turnaround based on the way the company has set the stage, starting 6 years ago, for this very moment in time.
If anyone has any questions or would simply like to converse on the goings-on in the industry, feel free to post up. I'll provide my best info, with which you can do what you like. Try to keep it respectable though and I'll do the same.
However, people that aren't as studious about AMD should know that the company has gone through a complete restructuring. They aren't the same company today as they were 8 years ago. They've downsized by almost 50%, hired completely new management who I must say is very sharp. Sharp enough to take hold of the entire console gaming industry (all 3 major consoles), sharp enough to use the last bit of resources on the best engineers to make the best products possible (Jim Keller, Raja Koduri), to fire the previous marketing department and hire incredibly intelligent people to take over the effort (Robert Hallock, Roy Taylor). Lisa Su has done an incredible job turning AMD around from a company that was on it's way to bankruptcy within 2 years to a company that has, for the first time in a while, become profitable again.
They are landing contracts left and right, e.g., current and next generation of XBox and Playstation (the rumor is that nVidia managed to convince Nintendo to go with their Tegra architecture for the new NX system, as the NX is based on mobile parts (each controller will basically be a tablet, which can be docked into a central unit, where they can then share resources and become a more powerful single unit, think Constructicons forming Devestator, however, with only x64 ARM CPU's, I'm not sure how powerful it will actually be), the new MacBook Pro's that are coming up as well as huge government contracts and pretty much taking market share by being the preferred brand over Intel in China (maybe Lisa has family connections there, lol).
The point is, you actually shouldn't base judgement of AMD today on the AMD of yesterday. They made a great move with Polaris and attacking the money market first while letting nVidia be prideful and foolish by attacking the top end, which consists of less than 5% of the market, and who are now still scrambling to answer with products of their own (1060 was a good one, but still overpriced. A cut down 1060 w/3GB is rumored to be in the works to target $200, which would be a good move). Meanwhile, while nV is busy trying to answer the mid and low end markets, AMD will attempt to take the spotlight away, yet again with an early release of Vega, which will have multiple iterations, however with HBM2, GCN 5.0, and 4096sp's, we'll have some competition for the 1070 and 1080 (I feel it will fall between the two), however, the AMD slides suggest that at it's best, Vega will sport "up to 18B transistors", which is a mind blowing figure considering the 4096sp model only has 8.9B, meaning a full fledged Vega is purported to have 8192sp's and up to 32GB of HBM2.0, which will force nV to respond with a GTX1080Ti and/or Titan XP, and even if those cards end up taking the performance crown, as long as AMD prices their stuff in the same manner as they did with the RX480, with respect to market position, they very well might have the greatest era of business decision making upon them.
All of this is why AMD's stock price has gone from a mere $1.86 last year to $7.00 today. With a successful launch of Zen in the CPU space, which looks very promising from those AoTS benches that were released (many don't quite know how to interpret that bench result, but I assure you it's promising), the stock is poised to double up yet again.
It's true that no one can predict the future, but one can speculate with given data, and my speculations have won many double, triple, and, even quadruple their money, through investing in AMD, because I could project the financial turnaround based on the way the company has set the stage, starting 6 years ago, for this very moment in time.
If anyone has any questions or would simply like to converse on the goings-on in the industry, feel free to post up. I'll provide my best info, with which you can do what you like. Try to keep it respectable though and I'll do the same.
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