PC市況差！超微營收告急，盤後暴跌11% - 3C

Iris avatar
By Iris
at 2015-04-17T13:43

Table of Contents

※ 引述《Kitakami (北上)》之銘言：
: 標題: [新聞] PC市況差！超微營收告急，盤後暴跌11%
: 推 colan8 : obov早就把持股脫手了 根本無感 ( ′_>`) 04/17 11:42
: → colan8 : 他現在可以專心吃晚餐嘲笑還抱著超微股份的人 04/17 11:42
你錯惹QQ
我買惹一堆QQ
真的QQ惹

我仔細看earning call的內容
基本上營收不如預期問題好像一大部分出在歐洲
東歐好像很糟
然後連帶OEM就不太要貨惹
我是沒仔細看intel的
不過intel主要是server賣得比預期得好 所以營收達標
amd server基本上=0惹

我認為他們有強調幾個點:
cpu/apu:桌機下滑但是筆電上升 carrizo很不錯(便宜內顯強耗電也不會太差)
gpu:..........似乎是不太樂觀 下半年反擊力道好像不強
其他:win10換機潮(沒惹就GG惹耶這)


還有中間有人問去年提到的semicustom客戶
amd這次直接說正確時間是2016 2H
我想答案應該很明顯惹就是zen&k12


然後我從amd那邊的朋友聽到說
GF拿惹三★的14nm自己亂改
想去偷三★的單
三★現超不爽der
結果GF良率爆爛
想回去求三★幫補........




--
Tags: 3C

All Comments

Ina avatar
By Ina
at 2015-04-18T02:17
obov!
Zanna avatar
By Zanna
at 2015-04-18T15:24
obov!
Linda avatar
By Linda
at 2015-04-20T13:28
GF真的是成事不足敗事有餘...
Ina avatar
By Ina
at 2015-04-24T06:39
QQ
Joe avatar
By Joe
at 2015-04-27T09:27
已經不能期待AMD了嗎..
Tom avatar
By Tom
at 2015-05-01T07:14
ob'_'ov
Steve avatar
By Steve
at 2015-05-02T21:14
一人一顆U，救救AMD
Oscar avatar
By Oscar
at 2015-05-03T19:59
10天前還有新聞說GF不再炸雷...
Frederic avatar
By Frederic
at 2015-05-07T12:33
我還在期待300系列的說QQ
Connor avatar
By Connor
at 2015-05-07T19:42
300系列要強 大概要等directX 12普及之後的結果
基本上我個人是相信2016 zen core會讓amd起死回生
Mia avatar
By Mia
at 2015-05-08T14:37
QQ
Dorothy avatar
By Dorothy
at 2015-05-11T13:04
如果2017還不見起色 之後大概就會有人來50收惹
Zanna avatar
By Zanna
at 2015-05-14T13:54
★★★：GF你居然亂搞...可是不幫你又不行（扭捏
Daph Bay avatar
By Daph Bay
at 2015-05-16T01:02
OBOV!!!!!!
Quintina avatar
By Quintina
at 2015-05-18T09:19
ob'_'ov QQ XDDD
Christine avatar
By Christine
at 2015-05-20T21:09
win10會有換機潮…？我都不太信
Elizabeth avatar
By Elizabeth
at 2015-05-23T22:39
GPU真的頗不樂觀......
Eden avatar
By Eden
at 2015-05-25T10:58
業界新聞都是往反方向報的不是嗎 (捏鼻)
Freda avatar
By Freda
at 2015-05-30T08:58
國外套裝電腦多 為了換系統換機是有可能的
Andrew avatar
By Andrew
at 2015-06-02T16:10
與其期待作業系統換機潮還不如期待diablo4
Sandy avatar
By Sandy
at 2015-06-05T06:38
obov!!!
Gary avatar
By Gary
at 2015-06-06T07:04
QQ
Queena avatar
By Queena
at 2015-06-08T00:13
推
Hedy avatar
By Hedy
at 2015-06-10T10:23
GPU真的也不太好 NV用3.5G的970和很貴的中階960
Enid avatar
By Enid
at 2015-06-14T13:58
就能對付AMD現有的暖房GPU了
Harry avatar
By Harry
at 2015-06-17T02:05
gpu要反攻比cpu容易得多 機率也大
只是短期內不會有像樣的反擊力道
Liam avatar
By Liam
at 2015-06-17T03:32
簡單的說 nv大概不會降價
Hedy avatar
By Hedy
at 2015-06-18T08:29
diablo4不期不待 現在的GTA5還比較可能帶動換機
Jack avatar
By Jack
at 2015-06-22T19:33
起碼我身邊三四個朋友因為GTA5已經準備換VGA了
Jack avatar
By Jack
at 2015-06-25T17:22
重返農藥呢
Kama avatar
By Kama
at 2015-06-29T00:38
可是GPU研發部不是被砍過一輪 還有能力嗎？
Steve avatar
By Steve
at 2015-07-02T10:57
390x不知道會如何
Rosalind avatar
By Rosalind
at 2015-07-05T12:38
GTA5的換機潮都被 I & N 賺走了
Hardy avatar
By Hardy
at 2015-07-08T19:21
看GTA5的單也知道，都開I5 I7跟970 960比較多~~
Olga avatar
By Olga
at 2015-07-09T11:43
AMD在ARM技術的進展不知如何，進度良好的話，我想
Eartha avatar
By Eartha
at 2015-07-13T00:27
intel也會跟進，x64和ARM的合體，相當的有趣
Ingrid avatar
By Ingrid
at 2015-07-13T16:43
QQ
Ophelia avatar
By Ophelia
at 2015-07-18T10:58
這叫當局者迷 在公司裡面都會想著他的股票多好
Barb Cronin avatar
By Barb Cronin
at 2015-07-19T10:55
half-life 3上市跟amd重返農藥哪一個機率大?
Sierra Rose avatar
By Sierra Rose
at 2015-07-22T19:25
QQ
Anonymous avatar
By Anonymous
at 2015-07-26T19:40
carrizo真的值得等嗎?
Joe avatar
By Joe
at 2015-07-29T02:34
QQ
Liam avatar
By Liam
at 2015-07-31T02:05
如果GF 14nm GG了 那AMD要找誰代工呢? @@"
Barb Cronin avatar
By Barb Cronin
at 2015-08-02T14:47
QQ
Andrew avatar
By Andrew
at 2015-08-07T04:15
老夥伴
Andrew avatar
By Andrew
at 2015-08-08T01:55
台GG：老夥伴價=不二價 不要就拉倒 後面一堆人在排
Valerie avatar
By Valerie
at 2015-08-11T21:53
Skylake快點出還比較實在 雖說頻率不會調高
Frederica avatar
By Frederica
at 2015-08-16T17:33
Dx12普及後gpu才比較能反擊 笑死人慢慢等普及吧
Enid avatar
By Enid
at 2015-08-20T06:22
GF真是天殺的廢渣渣....
Doris avatar
By Doris
at 2015-08-21T18:37
等下一代才反擊不是常態嗎？TSMC跟samsung的製程戰
爭以往也是輪流贏
都會跳過一代
Ivy avatar
By Ivy
at 2015-08-24T14:41
QQ
Hazel avatar
By Hazel
at 2015-08-28T10:10
QQ
Thomas avatar
By Thomas
at 2015-08-29T06:22
GG
Kristin avatar
By Kristin
at 2015-09-02T20:29
ob'_'ov
Charlotte avatar
By Charlotte
at 2015-09-05T01:04
QQ
Enid avatar
By Enid
at 2015-09-09T14:05
QQ
Elvira avatar
By Elvira
at 2015-09-12T15:48
射惹
Susan avatar
By Susan
at 2015-09-17T07:57
居然買了一大堆AMD, 沒有重返榮耀只能本能寺炎上了
Elma avatar
By Elma
at 2015-09-17T09:09
又要重返農藥了嗎?
Olive avatar
By Olive
at 2015-09-18T01:06
要喝農藥了
Christine avatar
By Christine
at 2015-09-19T23:07
繼續捏著i5-750 等新CPU了.......
Andy avatar
By Andy
at 2015-09-23T02:44
qb' 'qv
Kama avatar
By Kama
at 2015-09-25T04:28
GF cannot into 14nm
George avatar
By George
at 2015-09-25T22:57
QQ
Michael avatar
By Michael
at 2015-09-26T23:46
G惹
Adele avatar
By Adele
at 2015-09-28T09:30
推～
Dora avatar
By Dora
at 2015-10-03T08:31
ob'_'ov QQ
Eartha avatar
By Eartha
at 2015-10-03T14:37
射惹
Daph Bay avatar
By Daph Bay
at 2015-10-08T00:12
gb'_'gv
Noah avatar
By Noah
at 2015-10-10T08:48
Qb'_'Qv
Heather avatar
By Heather
at 2015-10-14T11:37
為什麼不買自己家的水果？XD
Blanche avatar
By Blanche
at 2015-10-14T19:19
水果vs農藥
Charlotte avatar
By Charlotte
at 2015-10-18T01:36
ob'_'ov
John avatar
By John
at 2015-10-18T21:18
yo~~~~~~~~~~~~~~~
Erin avatar
By Erin
at 2015-10-23T12:20
說不定哪天50收 股票狂飆啊
Odelette avatar
By Odelette
at 2015-10-27T16:33
不用50 5收就不得了惹
Sandy avatar
By Sandy
at 2015-10-30T16:26
GF真是豬隊友
Iris avatar
By Iris
at 2015-11-02T09:45
QQ
Anonymous avatar
By Anonymous
at 2015-11-03T23:29
GF真的超廢der 找GG合作不就都解決了
Ula avatar
By Ula
at 2015-11-06T12:10
ob'_'ov 身☆寸惹
Erin avatar
By Erin
at 2015-11-08T04:17
真的QQ惹 ob'_'ov
Eden avatar
By Eden
at 2015-11-09T21:42
Qb'_'Qv
Una avatar
By Una
at 2015-11-11T18:18
幫補 QQ惹
Hardy avatar
By Hardy
at 2015-11-14T03:47
方叔：阿星，接力接力！
Annie avatar
By Annie
at 2015-11-14T11:31
GF真的廢到爆 AMD快點找GG才能翻身
Connor avatar
By Connor
at 2015-11-17T21:09
推惹
Hedy avatar
By Hedy
at 2015-11-20T22:51
QQ
Damian avatar
By Damian
at 2015-11-22T01:46
AMD真的要靠GG
Eartha avatar
By Eartha
at 2015-11-25T02:34
GG不是也落後Intel一代?
Yuri avatar
By Yuri
at 2015-11-27T13:07
嗯，GG還落後一代，目前還看不出能追上的跡像
Hardy avatar
By Hardy
at 2015-12-01T11:39
只落後一代 但是至少不會像GF這樣挖坑給跳…
Xanthe avatar
By Xanthe
at 2015-12-03T21:24
壁紙
Eden avatar
By Eden
at 2015-12-08T10:24
QQ
Tristan Cohan avatar
By Tristan Cohan
at 2015-12-10T02:29
GG實際落後一代 GF號稱落後一代
Gary avatar
By Gary
at 2015-12-13T00:47
三朝★身寸☆惹ㄦ ob'_'ov
Connor avatar
By Connor
at 2015-12-13T19:37
QQ
Edward Lewis avatar
By Edward Lewis
at 2015-12-14T23:55
QQ
Vanessa avatar
By Vanessa
at 2015-12-16T04:41
QQ
Mason avatar
By Mason
at 2015-12-19T15:18
幫QQ
Quanna avatar
By Quanna
at 2015-12-20T01:12
目前跌14%了 QQ
Quanna avatar
By Quanna
at 2015-12-20T15:29
QQ
Tristan Cohan avatar
By Tristan Cohan
at 2015-12-21T11:28
豬一般的隊友...
Quintina avatar
By Quintina
at 2015-12-21T21:33
QQ
James avatar
By James
at 2015-12-23T01:18
QQ
Vanessa avatar
By Vanessa
at 2015-12-27T01:37
朝聖obov大
Lydia avatar
By Lydia
at 2015-12-27T08:47
============obov =======真的身寸到脫褲子摟=====
Dinah avatar
By Dinah
at 2015-12-28T16:35
AMD找了豬一般的隊友....
Harry avatar
By Harry
at 2016-01-02T07:25
三星的股票可以買嗎？
Frederic avatar
By Frederic
at 2016-01-05T14:45
amd倒是可以低接 看不爽intel的 都不希望它倒
James avatar
By James
at 2016-01-05T16:49
桌機筆電市場爛掉了，救不回了，虧obov都跳潮A惹還
不知！
Candice avatar
By Candice
at 2016-01-08T09:36
惹兒obov~~~~
Robert avatar
By Robert
at 2016-01-11T17:05
有神快拜
Susan avatar
By Susan
at 2016-01-12T23:56
逢低加碼阿..QQ
Noah avatar
By Noah
at 2016-01-17T17:12
QQ
Kama avatar
By Kama
at 2016-01-21T06:49
QQ
Mason avatar
By Mason
at 2016-01-22T02:05
明明就★★★自己n14的良率就爆爛了..要怎麼救GF
Ivy avatar
By Ivy
at 2016-01-23T16:12
你朋友的消息不太準...是★★★大聯盟陣營良率都
Rae avatar
By Rae
at 2016-01-26T23:17
做不起來...某個水果客戶才要轉30%的訂單到台灣來
台灣能做的也只有一家惹..如果跌回133強力買
Damian avatar
By Damian
at 2016-01-27T11:55
QQ
Skylar Davis avatar
By Skylar Davis
at 2016-01-31T04:02
豬隊友灌農藥QQ
Sandy avatar
By Sandy
at 2016-02-04T00:19
只能等觸底反彈了QQ
Kristin avatar
By Kristin
at 2016-02-06T04:34
看來真的GG了
Delia avatar
By Delia
at 2016-02-08T03:38
ob'_'ov
Kama avatar
By Kama
at 2016-02-12T12:37
關於某某量率 我"蛇摸都不知道優" 原因你懂der
Faithe avatar
By Faithe
at 2016-02-17T00:56
一哭一哭惹
Lily avatar
By Lily
at 2016-02-19T09:02
QQ
Noah avatar
By Noah
at 2016-02-20T14:58
QQ GF要加油啊
Kama avatar
By Kama
at 2016-02-22T10:14
qq
Skylar Davis avatar
By Skylar Davis
at 2016-02-24T02:25
GF你怎麼帥成這樣
James avatar
By James
at 2016-02-28T12:00
QQ 2016
Annie avatar
By Annie
at 2016-02-28T23:40
Q_Q
Joe avatar
By Joe
at 2016-03-02T00:11
朝聖
Andy avatar
By Andy
at 2016-03-04T19:05
Sieg G翁
Mason avatar
By Mason
at 2016-03-09T11:25
蟲 反 農 藥
Hamiltion avatar
By Hamiltion
at 2016-03-12T16:09
幫OBOV大QQ obov大大電子電機板需要你來凱瑞阿!!
Oscar avatar
By Oscar
at 2016-03-13T20:01
推分析

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