How can AMD be saved? Ryzen isn't giving AMD the revenue they wanted and Vega is a dud that can't even beat the 1080.
Is it time to sell off RTG?
AMD is fine for the moment, they are doing well by shrinking their losses which might actually turn into a profit next quarter.
My issue is the current stock price.
They shrunk their loss per share to 4c per share compared to Q1 last year, but somehow are worth 3x as much as a company for it ??
realistically they are worth 4-8/share, maybe less if they keep issuing shares like drunken sailors
>>60165542
The anti-monopoly law will save amd
>Ryzen isn't giving AMD the revenue they wanted
Except AMD's revenue is exactly as AMD predicted 3 months ago.
Stock price dropping means nothing except that dumb speculators expected more than AMD predicted
>>60165542
>Ryzen isn't giving AMD the revenue they wanted and Vega is a dud that can't even beat the 1080.
Ryzen flat out increased their gross margins by 2% in 30 days, what are you fucking smoking
>>60165542
AMD will be fine. They decreased their loss in one month only with Ryzen 7. Give them a few months and wait for the rest of the Ryzen lineup to launch and they'll have profit again.
On the other hand I'm pretty worried about Intel, priority shipments of Skylake-EP/ES to Google/Amazon/alibaba/bigwigs etc etc and a full month of KBL laptop and desktop revenue but still a huge Q1 loss.
>>60165542
AMD IS FINISHED & BANKRUPT!!!!!!!
Great thread.
Now if only mods would do a better job at battling shitposters.