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Technology Stocks : AMD, ARMH, INTC, NVDA -- Ignore unavailable to you. Want to Upgrade?

To: Vattila who wrote (16065)	5/31/2016 7:46:53 PM
From: FJB	Read Replies (1) \| Respond to of 73996

That is a very attractive price. If it really arrives at the end of June, will get one...

To: Vattila who wrote (16065)	5/31/2016 11:03:58 PM
From: neolib	Respond to of 73996

Looks like my concerns from last week proved correct: Polaris will bomb the Fury line. In fact, buy a dual R480 for $400 if you need the highest performance, but for most uses $200 will work fine. So I think ASP declines significantly for AMD in Q3, and further, for June in Q2 I'd think GPU volumes will collapse: Who would buy an existing Radeon card in the June when they can get an R480 for $200 in early July? AMD has done an excellent job of avoiding a price war with either Intel or Nvidia for years now, while being in a secular declining market for both CPUs and GPUs. Now it seems AMD intends to prod Nvidia at least. It will be interesting to see the reaction. Perhaps AMD is firmly convinced that they can finally increase GPU volume significantly, perhaps because of the VR hype, so they intend "to make it up on volume".

To: Vattila who wrote (16065)	6/1/2016 12:41:01 AM
From: THE WATSONYOUTH	Respond to of 73996

....June 29 launch............ON SCHEDULE amd.com LISA......"You haven't seen anything yet"