| >This generation AMD is killing the price/performance ratio. Again, synthetic benchmarks that show atypical tasks like video encoding aren't helping sales. No one buying this stock because sales projections are poor. Turns out per core performance is what the market is biased for due to the benefits of it on typical computing tasks. AMD's big gamble with lots of cores didn't pay off like some assumed, thus the market correction we're literally seeing. The report is fully factual, maybe it gets some causes wrong, but people are not buying this stock, they're selling it off, thus the price drop and the price drop in the future to a perhaps $8 stock price. Considering AMD floats around $4-5 in general, $8 seems like a decent place to be for an AMD slightly off life support. Thus far you have provided ZERO evidence on why a $14 AMD stock price is rational when all evidence points to it being the height of a hype cycle and nothing more. Or any real criticisms of Moore's analysis. Are you claiming his projections are incorrect? If so, what evidence do you have? Not to mention, the data they have on seeing the big cryptocurrency GPU buys starting to taper off, on top of miners also buying NVIDIA especially the 1070 which has a strong price/performance ratio for certain types of mining. Worse, AMD's console bread and butter is only getting worse. 5% reduction may actually be optimistic. And that's on top of Coffee Lake eating their lunch. https://www.pcgamesn.com/intel-core-i7-8700k-review-benchmar... https://www.pcworld.com/article/3230369/components-processor... Again, if Ryzen/Zen is so amazing, where are the sales? All I see are breathless fanboys being especially rude to anyone to calls out Ryzen's flaws or the pros of Intel's offerings. It seems like you guys are giving emotional arguments on what you want to happen in the market and not actually what is happening in the market. You can't will AMD into a proper intel competitor with a strong stock with just angry and misleading social media postings. |
> Again, if Ryzen/Zen is so amazing, where are the sales?
I'm under the impression that Ryzen is selling great. They had to sell Ryzen 7s as Ryzen 5s to meet demand.