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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 248.09

+6.2%

10:34 AM EST

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To: rzborusa who wrote (16005)	5/20/2016 11:14:30 AM
From: neolib	Read Replies (2) of 72221

AMD said way back the the first Polaris boards would be GDDR5 and the HBM2 parts would come later. HBM2 would not be compatible with attacking the lower cost cards anyway. Look at how AMD used it with Fury, and how it was priced. What I still don't get is I would think that the low end Polaris should still clobber Fury, and if its $300 cards vs $600 cards why won't margins collapse. Its interesting that several articles have pointed out that although GPU cards volume has been in steady decline for years now, revenue is actually up a bit, because ASPs are up. So just like AMD has wisely refrained from a price war with Intel in the secular PC CPU decline, so Nvidia and AMD have avoided doing so also, while also in a protracted volume decline. So at least that is good so far. But now it looks like both Pascal and Polaris are launching out the gate in the high volume lower price points and its hard to see how that doesn't affect ASPs this year.

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