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Thread: AMD expects Q2 2015 revenue to be lower than previously guided

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    Re: AMD expects Q2 2015 revenue to be lower than previously guided

    Quote Originally Posted by Jimbo75 View Post
    Fools who support GameWorks and all the other crap that Nvidia pulls - no, you *really* don't get it. But you'll get what you deserve when AMD goes down because I can assure you there will be no need for GameWorks, no need for any kind of driver optimization, no need to move on to newer, more expensive nodes, no need to push the boundaries with technical development. As for the press, there will be no need for "sponsored" articles either - tech sites and forums will disappear through a lack of interest.

    You'll have brought it all upon yourselves.
    No one "supports" GameWorks.....or do you expect every next gen console gamer to boycott buying games? Do you expect all GW-based PC titles to be boycotted? That is NOT sticking it to nVidia, that is stopping games development.

    And you obviously do not understand business that well. Even if nVidia were the ONLY company selling GPUs....they need to give you a reason to upgrade or else they don't sell a lot.

    And forums disappearing because nVidias main competitor stopped selling GPUs? Seriously, think about what your saying.
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    Re: AMD expects Q2 2015 revenue to be lower than previously guided

    Quote Originally Posted by Jimbo75 View Post
    I'm smarter than YOU, try to differentiate.
    Claiming to be smarter than someone else on the internet....very smart indeed!

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    Re: AMD expects Q2 2015 revenue to be lower than previously guided

    Quote Originally Posted by Jimbo75 View Post
    You're not breaking it to anyone let alone me. What you really just don't get is what this will mean for YOU, if AMD goes down. It doesn't matter how much Nvidia squeezes you, you still don't get it. See those 10% increases you get from Intel every couple of years? Welcome to that, GPU style.

    This has been happening with Intel for 5 years yet you still don't get that Nvidia will do the same thing? Those who think they are buying the best for their own sake - nah you really don't get it. Is it in YOUR interests to see an Nvidia monopoly? Are you so short-sighted that you can't see it?

    Fools who support GameWorks and all the other crap that Nvidia pulls - no, you *really* don't get it. But you'll get what you deserve when AMD goes down because I can assure you there will be no need for GameWorks, no need for any kind of driver optimization, no need to move on to newer, more expensive nodes, no need to push the boundaries with technical development. As for the press, there will be no need for "sponsored" articles either - tech sites and forums will disappear through a lack of interest.

    You'll have brought it all upon yourselves.
    So what you are basically admitting is that AMD products are not necessarily the best products but you urge people to buy them in order to keep the competition alive?? Smart

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    Re: AMD expects Q2 2015 revenue to be lower than previously guided

    Quote Originally Posted by shaithis View Post
    No one "supports" GameWorks.....or do you expect every next gen console gamer to boycott buying games? Do you expect all GW-based PC titles to be boycotted? That is NOT sticking it to nVidia, that is stopping games development.

    And you obviously do not understand business that well. Even if nVidia were the ONLY company selling GPUs....they need to give you a reason to upgrade or else they don't sell a lot.

    And forums disappearing because nVidias main competitor stopped selling GPUs? Seriously, think about what your saying.
    Don't think he is capable of that

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    Re: AMD expects Q2 2015 revenue to be lower than previously guided

    Quote Originally Posted by shaithis View Post
    Even if nVidia were the ONLY company selling GPUs....they need to give you a reason to upgrade or else they don't sell a lot.
    In a non expanding PC market, they are pretty much just replacing failed 5 year old components anyway if they aren't competing for market share.

    I think in a few years the agreement that forces Intel to put standard PCIe lanes on their processors expires, in which case Nvidia vs AMD arguments might be rather moot.

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    Re: AMD expects Q2 2015 revenue to be lower than previously guided

    Well cheaper shares means I can buy some easier and hell I need to own some of this stock as I named my daughter after the company when she was born in 1999. Thing I wonder is if I bought them then how much would they have cost?

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    Re: AMD expects Q2 2015 revenue to be lower than previously guided

    Quote Originally Posted by shaithis View Post
    No one "supports" GameWorks.....or do you expect every next gen console gamer to boycott buying games? Do you expect all GW-based PC titles to be boycotted? That is NOT sticking it to nVidia, that is stopping games development.

    And you obviously do not understand business that well. Even if nVidia were the ONLY company selling GPUs....they need to give you a reason to upgrade or else they don't sell a lot.
    Or they need to find ways to convince you that it's still happening? You know how about we start with faux 4GB, meaning that when *real* 4GB is required all those who bought the 970 (and there were many) will feel like their card aged prematurely? Don't expect the press to point out that the 290X (A real 4GB card) is suddenly 50% faster than it though. But hey, at least you saved 50W while gaming so it's all good right - easy way to justify your purchase? Of course you probably would have saved the same power due to ZeroCore, but let's not talk about that.

    Or how about just expanding GameWorks to ensure that Maxwell, Pascal etc just performs that little bit worse over time...They've already proven they can do it, look at the state of Kepler in Witcher 3 and other GW games.

    You see, there's no need for them to actually spend $billions on pushing the boundaries of technology when they can just make their old stuff slower by magic instead!

    Is this stuff really too hard for some of you to grasp?

    And forums disappearing because nVidias main competitor stopped selling GPUs? Seriously, think about what your saying.
    The vast majority of forum talk exists because fanboys like to have a go at each other. With AMD gone that'll be gone.

    Quote Originally Posted by GrimMachine View Post
    So what you are basically admitting is that AMD products are not necessarily the best products but you urge people to buy them in order to keep the competition alive?? Smart
    No what I'm saying is that the tech-ignorant who think they are doing themselves a favour by buying Nvidia because it makes them feel good are in fact, just making it worse for themselves down the road. You'll still feel good about it because of the stuff I mentioned above - you just won't notice any actual increase in gaming enjoyment because instead of upgrading every couple of years it'll actually be your current hardware that is getting downgraded over time.

    It's happening right now and you're all too blinded by fanboyism to see it.
    Last edited by Jimbo75; 16-07-2015 at 03:21 PM.

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    Re: AMD expects Q2 2015 revenue to be lower than previously guided

    Quote Originally Posted by Jimbo75 View Post
    Or they need to find ways to convince you that it's still happening? You know how about we start with faux 4GB, meaning that when *real* 4GB is required all those who bought the 970 (and there were many) will feel like their card aged prematurely? Don't expect the press to point out that the 290X (A real 4GB card) is suddenly 50% faster than it though. But hey, at least you saved 50W while gaming so it's all good right - easy way to justify your purchase? Of course you probably would have saved the same power due to ZeroCore, but let's not talk about that.

    Or how about just expanding GameWorks to ensure that Maxwell, Pascal etc just performs that little bit worse over time...They've already proven they can do it, look at the state of Kepler in Witcher 3 and other GW games.

    You see, there's no need for them to actually spend $billions on pushing the boundaries of technology when they can just make their old stuff slower by magic instead!

    Is this stuff really too hard for some of you to grasp?



    The vast majority of forum talk exists because fanboys like to have a go at each other. With AMD gone that'll be gone.



    No what I'm saying is that the tech-ignorant who think they are doing themselves a favour by buying Nvidia because it makes them feel good are in fact, just making it worse for themselves down the road. You'll still feel good about it because of the stuff I mentioned above - you just won't notice any actual increase in gaming enjoyment because instead of upgrading every couple of years it'll actually be your current hardware that is getting downgraded over time.

    It's happening right now and you're all too blinded by fanboyism to see it.
    Lets agree to disagree....I don't feel the need of a tinfoil hat, you obviously do.

    as for fanboy, you might want to check my systems and see how many bits of AMD kit I am running
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    Re: AMD expects Q2 2015 revenue to be lower than previously guided

    Quote Originally Posted by shaithis View Post
    Lets agree to disagree....I don't feel the need of a tinfoil hat, you obviously do.
    Oh but you do feel the need shaithis and we both know it.

    http://forums.hexus.net/hexus-news/3...ml#post3475823

    Quote Originally Posted by shaithis View Post
    Really not liking this move to cut off support of the previous gen so fast lately.......
    As I pointed out in that thread, there is nothing "lately" about it. Nvidia is systematically hobbling the performance of their previous generation hardware in order to make their new stuff look more attractive. That is how they'll keep you upgrading in future once AMD is gone and nobody is around to notice AMD cards doing much better than before.

    Oh and incidentally - Maxwell is guaranteed to get the same treatment as Kepler for VR because Nvidia won't have fine-grained preemption until Pascal. They're quite happy to tell you, the consumer, one thing and developers another though. That thread is quite the eye-opener btw, just incase you wondered who was miles ahead in VR.

    I couldn't give a flying monkeys about AMD - I'm about the consumer and always have been because you know, that's what I am. The rest of you are lemming towards this future, completely sold to Nvidia's marketing. So yep just keep on making that "informed choice" that they've spent millions convincing you about.
    Last edited by Jimbo75; 16-07-2015 at 05:18 PM.

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    Re: AMD expects Q2 2015 revenue to be lower than previously guided

    Quote Originally Posted by Jimbo75 View Post
    Or they need to find ways to convince you that it's still happening? You know how about we start with faux 4GB, meaning that when *real* 4GB is required all those who bought the 970 (and there were many) will feel like their card aged prematurely? Don't expect the press to point out that the 290X (A real 4GB card) is suddenly 50% faster than it though. But hey, at least you saved 50W while gaming so it's all good right - easy way to justify your purchase? Of course you probably would have saved the same power due to ZeroCore, but let's not talk about that.

    Or how about just expanding GameWorks to ensure that Maxwell, Pascal etc just performs that little bit worse over time...They've already proven they can do it, look at the state of Kepler in Witcher 3 and other GW games.

    You see, there's no need for them to actually spend $billions on pushing the boundaries of technology when they can just make their old stuff slower by magic instead!

    Is this stuff really too hard for some of you to grasp?



    The vast majority of forum talk exists because fanboys like to have a go at each other. With AMD gone that'll be gone.



    No what I'm saying is that the tech-ignorant who think they are doing themselves a favour by buying Nvidia because it makes them feel good are in fact, just making it worse for themselves down the road. You'll still feel good about it because of the stuff I mentioned above - you just won't notice any actual increase in gaming enjoyment because instead of upgrading every couple of years it'll actually be your current hardware that is getting downgraded over time.

    It's happening right now and you're all too blinded by fanboyism to see it.
    Judging by your posts you appear to be rather hypocritical

    Quote Originally Posted by Jimbo75 View Post
    Oh but you do feel the need shaithis and we both know it.

    http://forums.hexus.net/hexus-news/3...ml#post3475823



    As I pointed out in that thread, there is nothing "lately" about it. Nvidia is systematically hobbling the performance of their previous generation hardware in order to make their new stuff look more attractive. That is how they'll keep you upgrading in future once AMD is gone and nobody is around to notice AMD cards doing much better than before.

    Oh and incidentally - Maxwell is guaranteed to get the same treatment as Kepler for VR because Nvidia won't have fine-grained preemption until Pascal. They're quite happy to tell you, the consumer, one thing and developers another though. That thread is quite the eye-opener btw, just incase you wondered who was miles ahead in VR.

    I couldn't give a flying monkeys about AMD - I'm about the consumer and always have been because you know, that's what I am. The rest of you are lemming towards this future, completely sold to Nvidia's marketing. So yep just keep on making that "informed choice" that they've spent millions convincing you about.
    I've presented very valid points for choosing Nvidia over AMD in certain scenarios (not all scenarios as I am no fanboy and AMD products do have there place) which you have failed to even reply to let along counter with anything constructive, instead continuing to spout ****e about Nvidia 'convincing' through marketing.

    How long have you been interested in PC's and been building them? You do realise that most PC builders are not fanboys and have had many different builds with loads of different manufacturers parts, the situation AMD find themselves in regarding market share cannot be attributed only to marketing and fanboyism and any intellegent individual should understand that. Nvidia are the bigger company with a much larger budget so it goes without saying that they will likely hold a higher market share but AMD have been behind technically with the last 2 generation of GFX cards and the consumers have bought the more attractive product for the money, it's that simple.

    The last GFX card I bought before my 970's was a 780, I wanted to buy a R290 or 290x (performance was better than 780 and the prices were in my budget of £350-£400) but I didn't want a reference board as they ran stupidly hot but guess what, it took AMD almost 6 months to allow partner boards on the market and then when they did release they were £50 higher than the reference boards, pricing me out of them anyway but I had bought the 780 by then as I was sick of waiting.

    So again, was I sucked in by Nvidia's marketing or are AMD to blame for their greed in trying to sell reference boards for too long?

    I honestly can't see how many people who build PC's as a hobby are sucked in by marketing, most enthusiasts do a lot of research and reading on products before they buy them, marketing is generally not material that holds any weight when enthusiasts make buying decisions and it certainly cannot attribute to the 75-25 market share split we see currently. I personally couldn't give a flying **** about what Nvidia's or AMD's marketing material says, I never read it, I like most other enthusiasts pay attention to performance, heat, drivers, specific game performance, size of card, outputs, power consumption (which relates to heat) and anything else that is of concern for the system it's being installed into, not some marketing fluff.

    If we go back and look at the last 2 years Nvidia have been on top, the 780 and 780ti were overall better cards than the 290 and 290x until the partner cards were released, 970 and 980 have been on there own in the market for the last 10 months with no AMD product to compete bar a price dropped 290x, old tech which no enthusiast will drop cash on and now the 980ti besting the Fury X without the need of a water cooler and is cheaper and it's not surprise that Nvidia holds the higher market share, it's no conspiracy or fanboyism or magical marketing that has earned the position it's the products that have done it plain and simple.
    Last edited by GrimMachine; 17-07-2015 at 02:50 PM.

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    Re: AMD expects Q2 2015 revenue to be lower than previously guided

    Quote Originally Posted by Jimbo75 View Post
    I couldn't give a flying monkeys about AMD - I'm about the consumer and always have been because you know, that's what I am. The rest of you are lemming towards this future, completely sold to Nvidia's marketing. So yep just keep on making that "informed choice" that they've spent millions convincing you about.
    I've said it before and I'll say it again: I am not going to buy an inferior product on the off-chance it will mean a slightly better price for another product in the future.

    Hats off if you want to but it MY money I am spending, I will decide what the best product is FOR ME. No one (least of all you) are going to convince me otherwise.
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    Re: AMD expects Q2 2015 revenue to be lower than previously guided

    Would love to know how constrained the supply of Fury cards has been. Even Novatech selling the FuryX at £650 seem to only have one left in stock right now.

    Scan seem to have the R9 Fury on Today only at £440 an amusing £3 off normal price

    But stock seems very low, so what they are making they are selling.

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    Re: AMD expects Q2 2015 revenue to be lower than previously guided

    Quote Originally Posted by DanceswithUnix View Post
    Would love to know how constrained the supply of Fury cards has been. Even Novatech selling the FuryX at £650 seem to only have one left in stock right now.

    Scan seem to have the R9 Fury on Today only at £440 an amusing £3 off normal price

    But stock seems very low, so what they are making they are selling.
    I can't imagine they are banging out a ton of the things as the tech is so new - no idea what the impact of stacked mem and the interposer has on yields.

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    Re: AMD expects Q2 2015 revenue to be lower than previously guided

    Quote Originally Posted by kalniel View Post
    I can't imagine they are banging out a ton of the things as the tech is so new - no idea what the impact of stacked mem and the interposer has on yields.
    Yield should be OK.

    The interposer only has a couple of metal layers on it, so despite the size it shouldn't be too bad on yield as it is simple.

    The RAM should be good yield as you can test the layers as good before you stack them up.

    The Fury GPU part, well that is a huge complex die that probably costs quite a bit to make and has the usual yield problems you get with a big complex die.

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    Re: AMD expects Q2 2015 revenue to be lower than previously guided

    Quote Originally Posted by shaithis View Post
    I've said it before and I'll say it again: I am not going to buy an inferior product on the off-chance it will mean a slightly better price for another product in the future.

    Hats off if you want to but it MY money I am spending, I will decide what the best product is FOR ME. No one (least of all you) are going to convince me otherwise.
    Exactly that, why would anyone knowingly buy an inferior product (or one they didn't want) just to try and support the company that isn't performing as well as their rival in the hope of keeping competition in the market place!!??

    Even if AMD go out of business it's not guaranteed that Nvidia would put the brakes on development and increase the prices. There could also be the possibility for another company to enter the space left by AMD. There are so many if's and but's to that scenario that it's anyone's guess what would happen.

    Competition is good for consumers no question but I'm going to buy all my PC parts the way I always have done which is comparing all my needs vs my budget and buy what's best, no favouritism to any company or specific brand, just buying the best suited components for the cash I have available.

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    Re: AMD expects Q2 2015 revenue to be lower than previously guided

    Quote Originally Posted by GrimMachine View Post
    Even if AMD go out of business it's not guaranteed that Nvidia would put the brakes on development and increase the prices.
    There is a very real threat that Nvidia won't be around in 5 years. Right now Intel are legally forced to include PCIe lanes in their processors, yet look at the Atom range. If you want to add a graphics card to an Atom chip, you get PCIe x1, so people don't bother despite that being the exact ION chipset market that forced the issue in the first place. If Intel remove PCIe lanes from laptops, then Nvidia's profits nosedive. Given Intel have done this sort of thing repeatedly to Nvidia in the past, you really want all your eggs in that basket?

    While the courts would no doubt get involved again if that happened, it didn't save Nvidia's chipset business last time as these things happen far too slowly.

    Quote Originally Posted by GrimMachine View Post
    There could also be the possibility for another company to enter the space left by AMD.
    Nope. Processors? Nvidia tried, they were blocked by Intel from so much as emulating x86 in software. I believe there were once 15 licensees of x86 back when Intel were struggling to stay afloat in the 80's. Now we have IBM, AMD and VIA left and I think the rest are all gone. VIA have taken a beating once as their thanks for saving Intel from the Rambus fiasco which left them too popular as a chipset vendor, I don't see IBM bothering with x86 they only care about Power mainframe systems.

    Graphics? Well there are some out there with the patent portfolio to give it a go and PowerVR was once a PC plugin card. But they exited the PC business years ago to make money in mobile, I don't see them coming back as the risk to reward ratio isn't good and think of all the drivers they would have to write and maintain these days to get started.

    Quote Originally Posted by GrimMachine View Post
    ... just buying the best suited components for the cash I have available.
    That is a reasonable position, as long as the best deal isn't stolen goods, blood diamonds etc.

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