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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 11.370.0%Nov 22 8:10 PM ESTNews

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To: THE WATSONYOUTH who wrote (21404)11/10/2017 1:35:19 PM
From: neolibRead Replies (1) of 21522
 
IMHO though, despite what I see as major competitive flaws on the GPU side, it is undeniable that the GPUs have carried the day for AMD in 2017. They don't break out the numbers, but every qtr, in reading the tea leaves, GPUs are the bulk of the growth. Q2'17 was finally the bottom for CPUs, that segment had shrunk all the way to then, whereas the GPU side started growing a year ago with Polaris. So the last qtr, Q3 is the first real qtr of growth on the CPU side, and unfortunately, we don't know how much. I strongly suspect the CPU side is only cr $300M/qtr, $350 at most. I think the GPU side is >$450M. So Koduri could certainly look Lisa in the eye and point out without Polaris and Vega, AMD would have been BK by now.

It is greatly concerning that other than DIY enthusiasts, Ryzen seems to have negligible market share. OEM DT systems are basically not there. It at least looks like mobile might fare a bit better. The iron test is to see how much shelf space AMD has around Thanksgiving and Xmas this year. If its still pitiful, there are major problems.
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