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

To: gzubeck who wrote (16079)	6/1/2016 3:15:32 PM
From: neolib	Read Replies (2) \| Respond to of 72286

what target is that? its not very hard to get 14nm product out the door but can you profit from it. They have been saying Polaris would launch mid'16 for quite some time, and it appears they will hit that. That is at least a welcome relief from many prior AMD launches. Of course it remains to be seen what volumes they achieve. in the bigger scheme of things amd does not have a longterm viable business plan nor model for success. That part indeed worries me, and the Polaris launch seems to be pivoting back to a price war with Nvidia. I'm also really concerned about AMD bombing their own Radeon line for the month of June. I'd guess the market somewhat agrees with me today (so far!) about this. Its clear that 1) AMD won't take the GPU performance crown, 2) they won't take the GPU power efficiency lead, so 3) they are going to go for their old favorite of performance/watt/$, where the only knob they seem to have control over is the final $ normalization, so low ball the price. They are going to need to really boost GPU card volume going forward, or they ain't going to make it up on volume. Unfortunately IMHO, its a likely hint about Zen too. AMD won't take the performance lead, they won't even close the power efficiency gap, but they'll end up claiming the lead based on perf/watt/$ because they'll sell their newest and best for cheap.