Re:AMD, which lost over $2.8B in 5 years, takes a hit after ...
by MulliMulli on Wednesday November 01, 2017 @10:29AM
(#15601413)
This week:
Sony profits rise 346% thanks to strong performance from PlayStation gaming unit
Next week:
New Xbox and new Playstation will be released.
I don't get how they can claim that consoles will slow down.
Re:AMD, which lost over $2.8B in 5 years, takes a hit after ...
by agumonkey on Wednesday November 01, 2017 @10:38AM
(#15601499)
Maybe the new models aren't equipped with AMD chips ? Also AMD had to cut profits on the previous console CPUs IIRC. So that's not a "value" for the stock market.
Re:AMD, which lost over $2.8B in 5 years, takes a hit after ...
by MulliMulli on Wednesday November 01, 2017 @10:48AM
(#15601599)
Both are powered by AMD, and it has been confirmed for almost a year.
Re:AMD, which lost over $2.8B in 5 years, takes a hit after ...
by TazeTSchnitzel on Wednesday November 01, 2017 @10:39AM
(#15601513)
It's still semi-custom AMD silicon (but new and improved!). I don't think they could actually switch GPU architecture within the console lifecycle without breaking things, and there's also nobody to go to anyway (who else makes semi-custom high-performance x64 SoCs, let alone with decent graphics?).
Re:AMD, which lost over $2.8B in 5 years, takes a hit after ...
by agumonkey on Wednesday November 01, 2017 @10:45AM
(#15601577)
Yeah I was overly cautious, it would be high risk to pull the rug at that time.
Re:AMD, which lost over $2.8B in 5 years, takes a hit after ...
by esturk on Wednesday November 01, 2017 @03:05PM
(#15604492)
I know about the Xbox one x, but where did you hear about a new PlayStation being released or announced?
Re:AMD, which lost over $2.8B in 5 years, takes a hit after ...
by MulliMulli on Wednesday November 01, 2017 @06:33PM
(#15606107)
Sorry, my fault - was talking about the PS Pro, which also has AMD in it.
Plus, though slow consoles and crypto will hurt a little, that's really only their existing business. Their future is in their new and competitive product lineup from this year. Epyc particularly should be very good for AMD if it can gain momentum: expensive server CPUs that AMD can manufacture cost-efficiently, and which are competitive with or straightforwardly better than Intel in certain use-cases.
(full disclosure: I indirectly own AMD stock because I expect next year will be better.)