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Author Topic: AMD NYSE  (Read 1111 times)
gellimac
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July 15, 2011, 01:12:52 PM
 #1

Hi,

Since bitcoin project is more and more famous, we can see that AMD is selling more and more graphic cards, wouldn't be a good thing to invest some $ (for instance the benefits we make with our rigs) in AMD stock?
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angelo95
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July 15, 2011, 01:17:53 PM
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I doubt this even represent 0.1% of AMD profit... So not significant on the share price.
grod
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July 15, 2011, 01:27:48 PM
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Mining is most popular on old, obsolete AMD cards (5 series) which AMD doesn't make a whole lot of profit on two years into their lifecycle.   The current 11,000 gigahash power of the network is roughly equivalent to 30,000 5830s.  If we assume each one brings $100 to AMD (bad assumption, there's more to the card than just GPU and there's profit for board makers and retailers in that.  However, many mine on 6990s and other much more profitable 6 series cards, so I'll go with that) we're talking 3 million dollars.  Noticeable, for sure, and there's a benefit for not having those few thousand 5830s clogging up the channel.  But a blip on the radar compared to what Bulldozer means to the company, succeed or fail.

TL;DR not the best idea trading AMD based purely on the tiny niche that bitcoin occupies.
Jack of Diamonds
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July 15, 2011, 01:49:44 PM
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PC gamers & console manufacturers define the modern GPU market. They are the driving force behind the stock price.

Scientific calculation and workstation graphics comes close behind, though Nvidia has a massive lead here.
Those two markets buy more than 99% of the millions of GPUs sold every year.

Bitcoin miners with their 20-30k GPUs (vast majority old 5xxx series cards or 6990 dual gpus) worth a few million dollars are nothing in comparison

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kookiekrak
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July 15, 2011, 04:30:21 PM
 #5

pretty sure amd just licenses the design and gets royalty on each card. its the individual companies like xfx bfg etc that make money on each card

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Jack of Diamonds
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July 15, 2011, 04:48:54 PM
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pretty sure amd just licenses the design and gets royalty on each card. its the individual companies like xfx bfg etc that make money on each card

AMD manufactures every single GPU at TSMC in Taiwan, then sells the associated chips, voltage controllers, etc. needed to build the reference design to companies like Asus, Sapphire, XFX, etc.

After a few months have passed, those companies usually make their own modified version with improved coolers, VRM's, PCBs etc. which means they don't have to order those parts from AMD.

The only part graphics card companies "need" is the GPU chip itself, they can build everything else from the ground if they want to (like in the case of the Sapphire Extreme cards which are completely different from reference cards) and make extra profits

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chungenhung
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July 16, 2011, 05:28:53 AM
 #7

also a lot of miners buy them second hand, so no new money to AMD.
I would still buy AMD stock though, they are so cheap now.

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