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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 11.37-0.3%Nov 22 8:10 PM ESTNews

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To: neolib who wrote (21408)11/10/2017 3:55:57 PM
From: jc474Read Replies (1) of 21522
 
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.

The non-APU DT market is very much niche, and that's the only area where Zen is currently available. Even systems that include a discrete graphics card benefit from an IGP.
I imagine that the situation will improve drastically once RR is available on the desktop.

Ultimately though, I think that it is EPYC that will determine how financially successful AMD becomes.

Does anyone have the quarterly ramp numbers from the early Opteron days? How long did it take from launch until 5% share?
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