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AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
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20986 219 0 AMD
Emcee:  neolib Type:  Moderated
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20813INTC has been within 2cents of 39 so far today. They are having a very nice runneolibOctober 2
20812The 6C/12T Coffee Lakes are generally going to give the 8C/16T Ryzens some very neolibOctober 2
20811 Ouch. The whole world's benchmarking community seems to be busy testing IntVattilaOctober 2
20810I'll still take any of those ASP's over $60... My big concern is still neolibOctober 2
20809Prices have been coming down, though. CPU MSRP Now i7 770Pravin KamdarOctober 2
20808If, as I understand it, it is not illegal for a big brokerage house to recommendrzborusaOctober 2
20807For sure, and I think Lisa has similar thinking. "No food fights on my watrzborusaOctober 2
20806IMHO, the best thing that both Intel and AMD have done is avoid a price war throneolibOctober 2
20805<i>The Germans seem to be less loyal to Intel than Americans.</i> IneolibOctober 2
20804Intel's Margins go up, Market Share goes down, that is a world that AMD can rzborusaOctober 2
20803Could it mean that they are trying to make up in price what the are losing in voPravin KamdarOctober 1
20802It looks like the R9 1950x is doubling the sales of the i9 7900x. The Germans sePravin KamdarOctober 1
20801I think it means it would be REALLY nice if AMD shipped 12nm Ryzen refresh PinnaneolibOctober 1
20800Interesting observation of Intel's enthusiast CPU launch prices over the genVattilaOctober 1
20799 Vega does very well in upcoming Forza 7 for some reason: "In quite a shocVattilaOctober 1
20798Thanks for posting that. I surprises me that cr 60% of AMD $ sales are 1600X anneolibOctober 1
20797Another good month for AMD at Mindfactory.de — unit share at 57% (+1%) and revenVattilaOctober 1
20796Makes me wonder if AMD get due an Infinity Fabric MCM version of GPUs. The straneolibSeptember 30
20795From Message 31286257 AMAT's Analyst day presentation was very good. They dFUBHOSeptember 30
20794Semiconductor Industry Backs Trump's Tax Reform Plan News & Analysis 9/2FUBHOSeptember 30
20793Horrible DRAM and SSD pricing has to be a bad headwind for CPU sellers. Would lFUBHOSeptember 30
20792I half suspect that Raven Ridge APUs are intro'ed prior to the Qtr report, wneolibSeptember 29
20791Worth reading about Apple and semi suppliers. AMD is vulnerable on the GPU sideneolibSeptember 29
20790I wonder if there will even be a run up into earnings. The books are about closrzborusaSeptember 29
20789While I agree NVDA seems ahead of itself, they are the perceived leader in what neolibSeptember 29
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