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If you had invested $100 in NVidia stock in 2017 it would be worth over $500 today, if you had invested $100 in AMD stock it would be worth over $800 today. Tell me in what way they are badly run companies?
If you had invested $100 in NVidia stock in 2017 it would be worth over $500 today, if you had invested $100 in AMD stock it would be worth over $800 today. Tell me in what way they are badly run companies?
Don't forget, AMD use TSMC's 7mn for all of their Ryzen, Radeon and Console silicon. The consoles are going to be taking up a huge amount of their allowance with TSMC right now.
I honestly don't understand it, how is it possible that every new GPU launch is always supply constrained? No matter which month, which year, which decade, the story is always the same...
A new GPU is announced & then 2 weeks later we have the "paper" launch. Then we need another 4-6 before original orders can be fulfilled & another 4-6 weeks before stock is available.
I don't understand how both of these companies operate & why they can never learn from their previous mistakes?
Always blame the mystical demand, which simply does not exist. GPU's are not a high demand product, they are not iPhones. There should be no excuse why they can never meet the small demand there is.
- They never seem to be able to accurately estimate the actual demand needed.
- Quality control is always poor initially & general driver instability almost always present.
- Always fail in being able to produce in enough quantities, no matter if there is pandemic or not.
Apple just released 4 new iPhones along with all of their entry level Macs. We're taking about 10s of million of units that need to be produced each quarter. Apple always delivers year after year with no/minimal delays.
Also why do we need AIB's? Why does this industry need some many middle men between a product being produced & before it gets to the customer hands. Why can't this process be streamlined? These are multi-billion corporations, not being able to do basics things & always failing to learn their lesson.
By lying to the customers, releasing products, which they know they can't fulfil until the middle of next year. Instead of owning up for their own mistakes, they blame the demand & COVID for their own screwups of being unable to estimate & meet the demand.
But ok the stock price has gone up...which has been the case for 95% of companies in the stock market since 2017...
Not to mention that they both lost Apple as their customer due to being incompetent. Same as Intel... Oops
Apple rise prices and delivers few functions.
Basically apple stuff is crap.
Intel got stuck on 10nm for 7 years as they messed it up.
why didn't you mention them?
When they are a second tier company behind amd?
Maybe your feeling emotional, unhappy and depressed even and want to have things you cant have but feel entitled that you can have it even when the world works differently? Maybe your unrealistic about how the world works but want to live in a fantasy world of your own and then complain and whine?
To bad you didn't buy some amd stock when they were at bottom low as you be a millionaire now.
funny how that works
Apple can at least deliver the products they sell to the customers on time. This same Apple can deliver M1 (bottom of the barrel chip), which smoke both Intel's & AMD's...
Intel stuff is crap, but again they usually delivery their products when they go on sale.
Issue with companies like Nvidia & AMD, this keeps on happening over & over again at every launch. Wait for next GPU release, you will see the same **** show.
And I did buy AMD stocks, when it was nearly at $7 back in 2016. Worker out quite well for me, thanks for asking.
Only one feeling emotional & unhappy here is you mate. But you're right we should never dare to criticise these companies, they are the best & always deliver. Sorry AMD & Nvidia.
That doesn't make them badly run companies. It just means that they have upset you. As an owner of either company I'd be pretty happy that they are delivering for me. At present I'd like AMD more than Nvidia. And looking at their prospects of continuing a duopoly, despite Apple, and keeping demand higher than supply I'd be inclined to invest more deeply. I'm afraid the fact that your upset wouldn't carry any weight in that decision.
bless...
Yeah you're right. That must have come out of nowhere for AMD. Microsoft & Sony probably only told AMD in September that they will need to produce millions of these chips. If only AMD knew that next-gen consoles are launching this year...
I have Aspergers but I can still feel the sarcasim here!Yeah you're right. That must have come out of nowhere for AMD. Microsoft & Sony probably only told AMD in September that they will need to produce millions of these chips. If only AMD knew that next-gen consoles are launching this year...
Don't forget, AMD use TSMC's 7mn for all of their Ryzen, Radeon and Console silicon. The consoles are going to be taking up a huge amount of their allowance with TSMC right now.
Greed, poor management, general incompetence at all levels, and laziness. The only reason either of them survive is because they have no real competition, aside from each other.
It can only get worse, and has done year on year for some time. About the only thing either of them can do reliably!