Wanna join the discussion?! Login to your HotHardware Forums forum account, or Register a new forum account.
I thought I'd add a bit of an addendum here, this isn't the first time we've seen AMD pumped and dumped by investors trying to make a buck.
AMD's volume has always trended consumer and therefore been more exposed to some of the shifts in the market. This isn't news. I can see why the stock might trend down modestly on a peak revenue expectation for consoles in Q3 instead of Q4, but even that makes sense -- AMD's revenue for console sales likely leads the actual ship dates because Sony and MS buy the hardware before they sell it on the shelf.
No, AMD's current position in the market isn't ideal, but that's been true for a long time now. The company has iteratively improved on its mobile products with Beema / Mullins, significantly improved its mainstream laptops with mobile Kaveri over Richland, and announced a number of future projects that could yield larger returns in 2015-2016.
Investors, of course, might say "Well we've heard that before," but if you take that viewpoint, nothing about AMD's business position *changed* yesterday. Nothing the company revealed showed its roadmap to be a worse bet than it was on the 16th.
Anytime a company comes out with reasonable news and its stock price suddenly takes a beating, it's a good bet that other factors are in my (IMO).
Not sure how the stock market works but if their stock falls down, does that mean AMD processors will be cheaper? If so, this is great news for me cause I love AMD and both their processors and graphics cards are always within my budget.