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Forums - Gaming - AMD's console business pays off handsomely and profitably

Soleron on 22 January 2014
SubiyaCryolite said:
 a stable socket platform

Uh, what? There won't be any more CPUs released for the current AMD sockets.



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SubiyaCryolite on 22 January 2014
Soleron said:
SubiyaCryolite said:
 a stable socket platform

Uh, what? There won't be any more CPUs released for the current AMD sockets.


True but AMD supports their sockets for a much longer time and theres much less fragmentation as oppossed to the LGA Gen 1,2,3 etc sockets.



I predict that the Wii U will sell a total of 18 million units in its lifetime. 

The NX will be a 900p machine

Soleron on 22 January 2014
SubiyaCryolite said:
Soleron said:
SubiyaCryolite said:
 a stable socket platform

Uh, what? There won't be any more CPUs released for the current AMD sockets.


True but AMD supports their sockets for a much longer time and theres much less fragmentation as oppossed to the LGA Gen 1,2,3 etc sockets.

Their non-existent sockets that they don't have any products for?



SubiyaCryolite on 22 January 2014

Plus AM3+ is not dead... Yet.



I predict that the Wii U will sell a total of 18 million units in its lifetime. 

The NX will be a 900p machine

SubiyaCryolite on 22 January 2014
Soleron said:
SubiyaCryolite said:
Soleron said:
SubiyaCryolite said:
 a stable socket platform

Uh, what? There won't be any more CPUs released for the current AMD sockets.


True but AMD supports their sockets for a much longer time and theres much less fragmentation as oppossed to the LGA Gen 1,2,3 etc sockets.

Their non-existent sockets that they don't have any products for?


???

 



I predict that the Wii U will sell a total of 18 million units in its lifetime. 

The NX will be a 900p machine

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TheLastStarFighter on 22 January 2014
DamnTastic said:

Yet AMD's stock drops 11% after earnings like the last 2 earnings. And every time AMD beated estimate.
Wall street doesn't need logic, they do whatever they want lol.


I was thinking the same thing.  Baffling.



drkohler on 22 January 2014
TheLastStarFighter said:
DamnTastic said:

Yet AMD's stock drops 11% after earnings like the last 2 earnings. And every time AMD beated estimate.
Wall street doesn't need logic, they do whatever they want lol.


I was thinking the same thing.  Baffling.

I dunno.. MS and Sony sold >7mio consoles for the year's end. Assuming an average $120 per apu, that is over $850mio, most likely over $900mio. More than half of the revenue came from the consoles, so the rest of AMD really sold piss-poor.... unless they shifted revenue around for the consoles...



DamnTastic on 22 January 2014
drkohler said:
TheLastStarFighter said:
DamnTastic said:

Yet AMD's stock drops 11% after earnings like the last 2 earnings. And every time AMD beated estimate.
Wall street doesn't need logic, they do whatever they want lol.


I was thinking the same thing.  Baffling.

I dunno.. MS and Sony sold >7mio consoles for the year's end. Assuming an average $120 per apu, that is over $850mio, most likely over $900mio. More than half of the revenue came from the consoles, so the rest of AMD really sold piss-poor.... unless they shifted revenue around for the consoles...

They didn't sold piss poor, AMD was nearly bankrupt in 2012. SO they lend a lot of money to do a turnaround story. Now the majority of their profit goes to paying their debt. Without that their EPS would be like 3 times bigger



darkknightkryta on 22 January 2014
Soleron said:
DamnTastic said:
Soleron said:
Their CPU revenue continues to fall, though. They just won't be a CPU company much longer.

Their ARM CPUs are not custom, so they are competing with every other 64-bit ARM CPU that will come out this year.

Could also be because of drop in PC sales.
Look at Intel's ER

They intend to sell 32nm CPUs from 2012 for all segments over $150 in 2015. That should let you know how serious they are about keeping that market.

That's because AMD technically can't make a smaller processor.  They had to make a deal with Global Foundies to survive and unfortunately Global Foundries can't get any yields in the 20 nm range.  Once their deal with Global Foundries ends though, they'll be able to pump out better processors.  Their Jaguar's actually a gold mine for them right now.



fatslob-:O on 22 January 2014
drkohler said:
TheLastStarFighter said:
DamnTastic said:

Yet AMD's stock drops 11% after earnings like the last 2 earnings. And every time AMD beated estimate.
Wall street doesn't need logic, they do whatever they want lol.


I was thinking the same thing.  Baffling.

I dunno.. MS and Sony sold >7mio consoles for the year's end. Assuming an average $120 per apu, that is over $850mio, most likely over $900mio. More than half of the revenue came from the consoles, so the rest of AMD really sold piss-poor.... unless they shifted revenue around for the consoles...

AMD is truly in trouble no matter how anyone spins it ...