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   Technology StocksAdvanced Micro Devices - Moderated (AMD)


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To: fastpathguru who wrote (275821)7/16/2017 11:21:53 PM
From: Elmer Phud
of 275855
 
fpg

No yield issues on these dice whatsoever.

How do you know this?

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To: Elmer Phud who wrote (275822)7/17/2017 11:00:43 PM
From: fastpathguru
of 275855
 
It's been widely reported, but I'm sure you'll take issue...

Ex: overclock3d.net

According to this, 80% of Ryzen dice could theoretically be used to build epyc and threadripper chips, far greater than necessary. How do intel's bigger, monolithic dice yield, i wonder?

fpg

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To: fastpathguru who wrote (275823)7/18/2017 9:13:00 AM
From: Elmer Phud
of 275855
 
fpg

It's all based on a single rumor which I consider essentially impossible but believe whatever you want.

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From: hollyhunter7/25/2017 8:35:22 AM
of 275855
 
On watch for clear above 14.67.

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To: fastpathguru who wrote (275734)7/26/2017 11:16:08 AM
From: fastpathguru
of 275855
 
Adding this to consolidated record just for s**ts and <ggg>'s:

Message 31092277

Trigger finger getting itchy. Where's My Muse!?

fpg

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To: fastpathguru who wrote (275826)7/26/2017 11:43:39 AM
From: Pravin Kamdar
of 275855
 
Doubling down at $9.90 was a bold move.

I just bought back my 10% at $15.23. They will probably push it lower, but want to be all-in for Ryzen 3, Threadripper, and Vega over the next few days.

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From: JakeStraw7/26/2017 12:11:54 PM
of 275855
 
Advanced Micro Devices, Inc. is now covered by analysts at Robert W. Baird. They set an "outperform" rating and a $20.00 price target on the stock.

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From: zax11/8/2017 12:42:22 PM
of 275855
 
Something is in the air at AMD... Let the speculation begin.

Raja Koduri, AMD’s Radeon Tech Group Leader, Resigns
November 7, 2017 6:00 PM EST

anandtech.com

On the day following what’s perhaps one of the greatest (and oddest) product design wins for AMD’s Radeon Technologies Group, a second bit of surprising news is coming out of AMD. Raja Koduri, the Senior VP and Chief Architect of the group, who has been its leader since the RTG was formed two years ago, has announced that he is resigning from the company, effective tomorrow.

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To: zax who wrote (275829)11/8/2017 7:24:26 PM
From: zax
of 275855
 
Ah, yes. "Personal reasons" ROFLMAO.

Intel poaches AMD's graphics chip leader

bizjournals.com

The former leader of Advanced Micro Devices' graphics chips unit is jumping to rival chipmaker Intel Corp. Raja Koduri announced his resignation from AMD on Tuesday after serving as senior vice president and chief of architecture for the Sunnyvale-based company's two-year-old Radeon Technology Group. By Wednesday morning, reports began floating that he might join Santa Clara-based Intel but the company didn't make an official announcement until Wednesday afternoon.

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To: zax who wrote (275830)11/13/2017 11:59:30 AM
From: Elmer Phud
of 275855
 
The whole thing makes no sense to me on both accounts. Why is Intel using an AMD graphics chip in a MCM when they could have used NVidia and is Intel planning on developing a competitive graphics device of their own?

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