It would be relevant if AMD paid share dividends, but they don't, and never have. So the only relevant thing about how much profit they make is probably how much tax they pay.
im not sure of its the same thing, or same idea but : " Sanders gave each one of his employees $100 as they walked out of the door during AMD's first $1M quarter. AMD was also the first US company to implement a cash profit-sharing employee compensation program, where employees would regularly get profit checks of $1,000 or more. " to say they never did, may not be completely true
No, not the same thing. What you're describing sounds like an informal employee bonus scheme. What I'm talking about are the dividends shareholders (not necessarily employees) get from owning a companies shares. If the company in question actually pays them that is. AMD don't, and never have.
That is the case with nearly all big stocks. The uh, "P/E" is really high, which basically means people are throwing big pallets of money at shares, the number itself means absolutely nothing.
I've yet to actually see a real adult analysis of how & why a stock moves according to major shareholder activities, because it's impossible. It goes up when people buy it, but people are buying it without knowing the first thing about it. I guess we can just keep on pretending the stock market is real forever...
Absolutely agreed on paying down the debt. They managed to pull off the Ryzen, Epyc (Rome), Threadripper, mobile 4000 series parts, and the 5000 series GPUs AND paid down a big chunk of debt AND still showed a good profit to boot.
I'm quite impressed at how well they're executing right now, kudos to them.
See now these are the kind of realistic, level headed comments that just totally sums up what has happened with AMD over the last year. They are just firing on all cylinders right now, and the best part is we win as consumers.
Lets not just give Kudos to them, but both INTC and NVDA as well for providing them with examples of well executed companies to strive to be, I really think they learned a lot from the competition, especially in their CPU's. Also, the fact that they listened to the market and consumers.
To be honest, I knew they would do well as I have have friends working for them, but they have exceeded even my expectations in terms of raw execution.
Now they just need to start selling the high margin shit by the boatloads.
Agreed, mostly. AMD has been on the ball for most of the year, the only real thing that I have seen that would be of concern is the fallout from the 5600 XT VBIOS debacle and even that will likely get smoothed over within the next few months (if only because the effects to DIY will be minimal).
We shall see what the trade wind have for this year.
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Haawser - Thursday, January 30, 2020 - link
It would be relevant if AMD paid share dividends, but they don't, and never have. So the only relevant thing about how much profit they make is probably how much tax they pay.Korguz - Thursday, January 30, 2020 - link
im not sure of its the same thing, or same idea but :" Sanders gave each one of his employees $100 as they walked out of the door during AMD's first $1M quarter. AMD was also the first US company to implement a cash profit-sharing employee compensation program, where employees would regularly get profit checks of $1,000 or more. " to say they never did, may not be completely true
Haawser - Friday, January 31, 2020 - link
No, not the same thing. What you're describing sounds like an informal employee bonus scheme. What I'm talking about are the dividends shareholders (not necessarily employees) get from owning a companies shares. If the company in question actually pays them that is. AMD don't, and never have.Korguz - Friday, January 31, 2020 - link
ahhh.. wasnt sure..flyingpants265 - Wednesday, January 29, 2020 - link
That is the case with nearly all big stocks. The uh, "P/E" is really high, which basically means people are throwing big pallets of money at shares, the number itself means absolutely nothing.I've yet to actually see a real adult analysis of how & why a stock moves according to major shareholder activities, because it's impossible. It goes up when people buy it, but people are buying it without knowing the first thing about it. I guess we can just keep on pretending the stock market is real forever...
bill.rookard - Tuesday, January 28, 2020 - link
Absolutely agreed on paying down the debt. They managed to pull off the Ryzen, Epyc (Rome), Threadripper, mobile 4000 series parts, and the 5000 series GPUs AND paid down a big chunk of debt AND still showed a good profit to boot.I'm quite impressed at how well they're executing right now, kudos to them.
Dragonstongue - Wednesday, January 29, 2020 - link
absolute Kudos even if Wall street / ANALysts are not looking at all sides of the picture.novastar78 - Wednesday, January 29, 2020 - link
See now these are the kind of realistic, level headed comments that just totally sums up what has happened with AMD over the last year. They are just firing on all cylinders right now, and the best part is we win as consumers.Lets not just give Kudos to them, but both INTC and NVDA as well for providing them with examples of well executed companies to strive to be, I really think they learned a lot from the competition, especially in their CPU's. Also, the fact that they listened to the market and consumers.
To be honest, I knew they would do well as I have have friends working for them, but they have exceeded even my expectations in terms of raw execution.
Now they just need to start selling the high margin shit by the boatloads.
catavalon21 - Wednesday, January 29, 2020 - link
"Now they just need to start selling the high margin shit by the boatloads."+1
duvjones - Wednesday, January 29, 2020 - link
Agreed, mostly. AMD has been on the ball for most of the year, the only real thing that I have seen that would be of concern is the fallout from the 5600 XT VBIOS debacle and even that will likely get smoothed over within the next few months (if only because the effects to DIY will be minimal).We shall see what the trade wind have for this year.