<p>This seems pretty much a 'must-read' if one is interested in the AMD earnings call. They actually did quite well - turned a profit for the first time in 3 years, grew margins, etc. It was the next Q slowdown that killed them - which they attributed to seasonality</p> <p> <a href=" tomshardware.com/ne...8.html">tomshardware.com/ne.../a> </p> <p>I don't quite understand Tom's hardware's comments that the next die shrink for AMD, which might add 10% performance to current Ryzen chips, should make them competitive with INTC's 'Coffee Lake' processors. At least for gaming, that is. The Ryzens appear to do well for things like high-end encoding, but according to Tom's own cpu hierarchy, they're nowhere near any of the last couple of generations of INTC's chips - and Coffee Lake promised a 25%, and in some apps, 50% performance increase over Kaby Lake, which is just astounding. The only reason I can see for people choosing Ryzen over Coffee Lake might be cost - Coffee Lake is selling above list (altho that's deceptive - they're out of stock everywhere at the moment (high end ones), while Ryzen 1700 and 1800 have dropped $100 below list. And the mobo's for INTC are a lot pricier than the Ryzen mobos. (And I wonder if the Ryzen mobos do something to help narrow the gap in CPU performance. If you're a gamer and you've got the $ to spend, it seems to me a no-brainer that INTC performance can't be matched in the higher end of gaming.)</p> <p>In any case, AMD may be a poster boy for great current results getting eclipsed by what a company says about outlook prospects.</p>