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Barclays predicts AMD share plunge based on having an “inferior server processor” despite EPYC being the clear better value processor.

Barclays predicts AMD share plunge based on having an “inferior server processor” despite EPYC being the clear better value processor.

http://www.cnbc.com/2017/07/18/barclays-predicts-shares-of-amd-will-plunge-35-percent.html”>View Source

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68 Comments


  1. Mulrian

    July 19, 2017 at 5:32 am

    Someone’s been reading those Intel slides.

  2. JellyfishSammich

    July 19, 2017 at 5:32 am

    Barclays is wrong again lol.

    https://twitter.com/GlobalInvestor5/status/887250393834672129

    Quotes from their report:

    >the AMD ecosystem is nonexistent this time around

    >Latency is a critical shortcoming for EPYC. Because EPYC is 4 discreet Ryzen desktop chips combined with Infinity Fabric interconnect in a package, the chip under-performs in applications which burden the shared memory…

  3. Webchuzz

    July 19, 2017 at 5:32 am

    Looks like Barclays just ate what Intel has served them on a plate.

  4. doragaes

    July 19, 2017 at 5:32 am

    Uh, guys, I think Barclay’s is 100% right and AMD is about to go bankrupt. Sell your shares, ideally for around $2.50 a share on the open market. SELL SELL SELL! The end is nigh! Also, if you own any 32 core Epyc systems you should probably just trash them. If you give me a ring I’ll make sure they’re disposed of properly.

  5. StargateGuy

    July 19, 2017 at 5:32 am

    > multinational bank and financial services company

    Ah, yes, totally where every enterprise customer, datacenter, and vendor goes to for advice on what components to use.

  6. you_are_the_product

    July 19, 2017 at 5:32 am

    This is sad, AMD did everything right and has a superior product in many ways regardless of cost. Stupid analysts need to get their heads out of their ass.

  7. baskura

    July 19, 2017 at 5:32 am

    Trusting what British banks say EVER. They don’t have a fucking clue.

  8. LeSchmall

    July 19, 2017 at 5:32 am

    I used this opportunity to scoop up more shares when the SP dropped.

    #AintEvenmad

  9. Anaseb

    July 19, 2017 at 5:32 am

    Remember when it was expected for professionals to show some nuance when pushing a narrative?

  10. LegendaryFudge

    July 19, 2017 at 5:32 am

    It’s just another fake news trying to scare trigger happy investors to bleed AMD.

  11. keldoged

    July 19, 2017 at 5:32 am

    It’s always been known that Intel is spreading FUD to combat AMD. It’s sad, but we live in a world where buying the right opinions from the right persons carry more weight than the product itself.

  12. toasters_are_great

    July 19, 2017 at 5:32 am

    > “We have conducted regular channel checks since the fall and are still hearing little to no material traction at the ODMs [original design manufacturers of computers], which is the ultimate gauge of success.”

    [“AMD EPYC Server CPU Launches With Broad OEM, ODM, ISV, IHV Support”](https://www.forbes.com/sites/patrickmoorhead/2017/06/21/amd-epyc-server-cpu-launches-with-broad-oem-odm-isv-ihv-support/2/) – Forbes, 2017-06-21:

    > **Big-time OEM and ODM support**

    > AMD’s OEM and ODM server partners that supported the EPYC launch included ASUS, Dell EMC, Hewlett Packard Enterprise, Inventec, H3C, Lenovo, Gigabyte, Supermicro, Sugon, Tyan and Wistron. This is pretty much everyone who does compute except Cisco Systems and Huawei Technologies who appear to be sitting on the sidelines.

  13. Lorien_Hocp

    July 19, 2017 at 5:32 am

    Sounds like they are revomiting the bullshit Intel put on their marketing slides

  14. HopnDude

    July 19, 2017 at 5:32 am

    Barclays is probably just trying to get the stock to drop so they can buy in low, then once EPYC makes AMD epic again, they’ll sell high. Barclays, everyone (even Intel) is on to you!

  15. oliseo

    July 19, 2017 at 5:32 am

    LOL, Barclays, the bank that had to pay multi millions for being fraudulent bastards. (LIBOR rates)

    If you want to listen to cheats and frauds, be my guest.

  16. Kuivamaa

    July 19, 2017 at 5:32 am

    Shorting like bosses.

  17. mavenista

    July 19, 2017 at 5:32 am

    did he mention the glue?

  18. negligible-function

    July 19, 2017 at 5:32 am

    Incredible, there is really someone that has taken Intel’s slides seriously!

  19. mockingbird-

    July 19, 2017 at 5:32 am

    This is what happens then you have market analysts that don’t understand technology.

  20. pcssh

    July 19, 2017 at 5:32 am

    This is EXACTLY what I was worried about happening, but ‘vets’ in mega IT companies said there was no way it could happen since companies are smarter than that. Companies are going to listen to Intel, especially since that’s all they have experienced for a decade and aren’t going to “research” like others said. People were laughing at Intel, but that piece of shit slide had me worried.

  21. thrakkath

    July 19, 2017 at 5:32 am

    Just like all these financial leeches, they try to move the market with FUD so they can get in cheap. Sad!

  22. Fart-Lover

    July 19, 2017 at 5:32 am

    Ohh gosh they sound as bad as Goldman Sachs

  23. climb_the_wall

    July 19, 2017 at 5:32 am

    These are the same guys that said AMD should be at $9 in January it then ran up to $15.50 high…

  24. War_Crime

    July 19, 2017 at 5:32 am

    Whats funny is that the latency they are complaining about wont make any observable difference either way in the mass bulk of applications that these processors will be used for.

    Running a ton of VM’s on a cluster of Hypervisors is going to introduce many other much more significant bottlenecks in most environments, that you will experience long before something like “Memory Latency” or anything of the like becomes an issue.

    I know HPC is all rage right now, but go to any datacenter and I guarantee you the bulk of the processing workload will be either storage, databases, or hypervisors with the later likely being the only one using these types of processors(outside of SQL db’s).

  25. Logic_and_Memes

    July 19, 2017 at 5:32 am

    >”…our customers and the **ecosystem** are excited about the return of competition to the datacenter, as demonstrated by the strong show of support at our launch event less than 30 days ago.”

    Looks like AMD is directly countering Intel’s claims about AMD’s “lack of ecosystem.”

  26. MSPZ00MZ00M

    July 19, 2017 at 5:32 am

    Not to gut punch people… But i do not know of any major data centers using AMD. The issue AMD has is proving them selves in actual enterprise conditions. So now you need a company who is willing to take that chance. Time = money and its just not hardware cost. Figure in labor and configuration of new VM setups vs existing setups that can be cloned.

  27. LightTracer

    July 19, 2017 at 5:32 am

    Lining the right pockets aren’t we?

  28. jrherita

    July 19, 2017 at 5:32 am

    You know the analysts are full of shit when it’s obvious that AMD server market share *will* go from <1% to something substantially higher.

    AMD has already captured a substantially higher % of the workstation market than they had before, and they just got started..

  29. Phathom

    July 19, 2017 at 5:32 am

    I predict is drops (drops, buys stock)

  30. HR_Smutnstuff

    July 19, 2017 at 5:32 am

    TIL that being a fucking idiot that’s susceptible to bogus marketing is sufficient qualification to speak about the market with enough perceived authority to move a stock.

  31. Doom2pro

    July 19, 2017 at 5:32 am

    Wow Barclay’s research team has been chewing on those salty Intel slides so much they are going to need a beverage to quench their thirst… Maybe some Pepsi stock?

  32. MaXimus421

    July 19, 2017 at 5:32 am

    If you think Intel is just gonna lay down and allow AMD to invade and increase their market share, think again.

    If history tells us anything, it’s that Intel will play dirty if it has to.

    Inferior architecture be damned.

  33. adiomari

    July 19, 2017 at 5:32 am

    Their stock analysis is a joke really. The problem is that their prediction alone can make the stock plunge. In stock market predictions are self fulfilling as people start to sell once they read such a thing.

  34. old_c5-6_quad

    July 19, 2017 at 5:32 am

    They must have gotten Vega and Epyc mixxed up!

  35. Iamthebst87

    July 19, 2017 at 5:32 am

    ETH a short term boon for AMD??? How can anyone trust a guy who doesn’t see the freight train coming down the tracks that is going to fuck up the banking industry.

  36. Bing_bot

    July 19, 2017 at 5:32 am

    Good to reaffirm that they are STILL completely incompetent.

  37. Caemyr

    July 19, 2017 at 5:32 am

    > Curtis cited how Intel’s server chips have “faster max clock speeds,” which outperform AMD’s offering in a wider array of applications. In addition, Intel’s server chips have quicker connections to the computer’s memory, according to the analyst.

    I LOL’d hard…

  38. DshadoW10

    July 19, 2017 at 5:32 am

    Why would anyone listen to banks? They know jack about technology.

    Whenever you’re investing in something, always make sure you inform yourself from sources who actually deal with the damn thing/industry.

    For example various hardware-related tech sites report that vega is not looking good -> you act accordingly. (bad example actually, because ryzen balances thing out, but you get the idea)

  39. KombatWombat1

    July 19, 2017 at 5:32 am

    They predict a drop, it drops, they pat themselves on the back saying it dropped. I wish someone would predict that these “analysts” don”t know fuck all at this point and aren’t any better than wccftech in regards to having cutting edge info. Not that all their shit is wrong mind you, but how the hell could they make a bold statement like that?

  40. All_Work_All_Play

    July 19, 2017 at 5:32 am

    BTFD (amd stock).

  41. Brane212

    July 19, 2017 at 5:32 am

    In those circles, it comes natural to use “reports”, “opinions” and “estimates” as weapons and tools to rock the boat- push the share value where they want it.

    To them, everyone else is just a meat, waiting to be manipulated.

  42. pcp_or_splenda

    July 19, 2017 at 5:32 am

    I’ll just buy more then.

  43. PrivateFluttershy

    July 19, 2017 at 5:32 am

    I wouldn’t be surprised at all if we come to find out Intel paid them to make this report.

  44. RagnarokDel

    July 19, 2017 at 5:32 am

    EPYC is objectively better then Intel’s offering.

  45. FerryAce

    July 19, 2017 at 5:32 am

    AMD has superior performance but is it enough? Do they have superior manipulation? Superior dirty tactics? Superior cheating and buying out partners? That is some of the key performance metrics for a corporate. Its not just about performance per dollar, per watt, but also how well is the company brainwashing your grey matter. In this case, AMD has yet to be competitive enough in relations to giant like Intel. Barclay is right, but only indirectly because they been bought our probably by Intel. So they write favorable articles for Intel. Of course this is just my 2 cents opinions. Nobody has to believe me. 🙂

  46. nkd83

    July 19, 2017 at 5:32 am

    Agenda driven article. I am sure intel paid top dollar to write this lol!

  47. adman_66

    July 19, 2017 at 5:32 am

    I lol’d at this
    “Curtis cited how Intel’s server chips have “faster max clock speeds,” which outperform AMD’s offering in a wider array of applications. In addition, Intel’s server chips have quicker connections to the computer’s memory, according to the analyst”

    He forgot to mention that epyc has a crap-ton more pcie lanes (this is very important especially for single socket boards), and more cores/threads (in comparison to their . O ya… and its 50% the cost.

    And like others mentioned. If the stock does drop, they will be owning millions in amd stock. There is no way an honest analyst can say that amd will not perform well this year. They can only go up in the server market, and on the desktop, amd is already taking a big chunk of the market from intel (as per that one benchmark amd vs intel graph and ryzen eating alot of the to 10 cpus sold on many sites).

  48. Kayant12

    July 19, 2017 at 5:32 am

    Curtis cited how Intel’s server chips have “faster max clock speeds,” **which outperform AMD’s offering in a wider array of applications.** In addition, Intel’s server chips have quicker connections to the computer’s memory, according to the analyst.

    Memory “latency is a critical shortcoming for Epyc,” he wrote.

    Because the opposition isn’t true also for much cheaper at times 🤔😂

    “Analyst” huh.

  49. TenaciousBLT

    July 19, 2017 at 5:32 am

    We shall see what happens in the server market but generally purchasing is going to follow the current policies in the DC’s and in a lot of instances it means Intel because it’s been Intel for so long. There will be inroads made for sure for AMD but it’s a tough go against an entrenched vendor like Intel

  50. prosp3ctus

    July 19, 2017 at 5:32 am

    Shhhhhhhhhhhhh

    Don’t tell the masses.

  51. ClarkFable

    July 19, 2017 at 5:32 am

    Buy buy buy buy.

  52. ParanoidFactoid

    July 19, 2017 at 5:32 am

    > After the launch of AMD’s and Intel’s new server chips “and seeing third party bench marks for both, we believe the rubber is meeting the road and gain conviction [AMD’s] Epyc will not gain enough traction to support [the] current valuation,” Curtis wrote in a note to clients Tuesday.

    What are these third party benchmarks? Anything published? I’m curious.

  53. childofthekorn

    July 19, 2017 at 5:32 am

    Would’ve happened already. Dropped by a little over $1 so potentially already occurred.

  54. Blue2501

    July 19, 2017 at 5:32 am

    I’ll buy your worthless AMD stock off ya, let’s say, ten shares for a nickel! Better get in on this deal before the company shuts down!

  55. BumpitySnook

    July 19, 2017 at 5:32 am

    EPYC’s inter-CCX latency *is* quite bad compared to Intel chips. Yes, the cores are cheaper and you get a lot more PCIe lanes and DRAM bandwidth, but latency matters to legacy applications that aren’t perfectly scalable yet.

  56. Mista_Wong

    July 19, 2017 at 5:32 am

    Sounds like Barclays just invested in Intel lol

  57. Dongep

    July 19, 2017 at 5:32 am

    kek

  58. Noobasdfjkl

    July 19, 2017 at 5:32 am

    Calling it an inferior server processor is pointless until benchmarks are out, *but so is calling it a clearly better value*. We have no idea how it’ll perform. I don’t take anything the OEMs say on face value. Until Ian Cutress or Steve Burke have EPYC on their testbenches, I don’t trust anything, nor do I see the point in speculation.

    That being said, the financial sector has historically been pretty bad at determining the value of tech companies.

    Edit: Ok fine, [Cutress did it](http://www.anandtech.com/show/11544/intel-skylake-ep-vs-amd-epyc-7000-cpu-battle-of-the-decade)

  59. DecorationOnly

    July 19, 2017 at 5:32 am

    Anyone who bases their investing decisions on what a couple analysts say shouldn’t be investing in the first place.

    You gotta take this stuff with a grain of salt.

  60. Ultium

    July 19, 2017 at 5:32 am

    Inflexibility and ignorance often go hand-in-hand at investment firms like this one.

  61. congrue

    July 19, 2017 at 5:32 am

    Yeah fuck that guy! He clearly hasn’t seen the same chart I saw from [passmark](https://www.cpubenchmark.net/market_share.html), clearly showing an increase in Amd market share. And this comes at a time when this earnings is expected to be met or exceeded. I think he’s just looking to score a big hit for him or his friends.

  62. 7-nanometers

    July 19, 2017 at 5:32 am

    Great find and post. I refuse to believe that they could be so foolish as to not consult a subject matter expert before saying something so definitive. Plenty of reasons why they published this I’m sure but I just want to know what they are.
    To be fair if you remove price from the picture Intel does have the superior product but it doesn’t work like that in the real world. AMD is making these chips the most efficient way possible and their “glue” design is changing the industry. Look out for many companies to imitate it.

  63. Unoid

    July 19, 2017 at 5:32 am

    So a company with 0 enterprise server marketshare introduces a new server chip that competes, yet you think the company will do worse? BAHAHAHAHAHAHBAHAHAHAH
    HAHAHAAH
    AHAHAHAHAH
    <insert hahahaha jpg>

  64. Cactoos

    July 19, 2017 at 5:32 am

    Good none sense shitty news. Is there ayyintel to post this?

  65. evernessince

    July 19, 2017 at 5:32 am

    Good, it’s thanks to idiots like this that I was able to buy AMD even cheaper today. Easy money when you already know EPYC is going to be good.

  66. acebossrhino

    July 19, 2017 at 5:32 am

    I’m going to play Devils Advocate and say Barclay’s right. AMD’s share’s will plummet due to EPYC and Vega both under-performing.

    – EPYC will under perform in sales due to Intel trying to muscle AMD out of there territory. And because vendors will take just about any Intel kickback they can get.

    – Vega will under perform in sales due to the gpu’s poor performance.

    However RYZEN and the Firepro line will exceed expectations across the board. This will keep AMD even and push them forward, making up for any missteps along the way.

    Personally I expect the price of the stock to stay at around $10 by the end of the year.

  67. velimak

    July 19, 2017 at 5:32 am

    AMD world lives in this bubble where they think ‘value’ is the only thing considered when purchasing a product.

  68. Anonymous

    July 19, 2017 at 5:32 am

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