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To: neolib who wrote (32611)9/15/2019 2:42:40 PM
From: Jamie153
of 38148
 
I found some older reporting on pseudo-satellites, which are basically high flying drones with cameras. If I were an oil company in Texas I'd buy one tomorrow. Then they need a defense against a drone....that's the next thing I'm checking and the best I can find is mess with its GPS using a hack.

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To: J_F_Shepard who wrote (32600)9/15/2019 4:35:17 PM
From: THE WATSONYOUTH
of 38148
 
Message 31081633

...one among many on Shepard

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To: Jamie153 who wrote (32612)9/15/2019 4:36:56 PM
From: neolib
of 38148
 
Messing with GPS would defeat a whole lot of modern military systems. In fact, one of the best bang/$ for any country able to launch into space would be a dirt simple anti-GPS system consisting of a few tons of fine sand launched into the reverse orbits of the GPS constellation (or the Russian or Euro ones). You could clean out the entire system of satellites in a few hours, and then most the hightech side of your opponents military equipment would be useless.

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To: THE WATSONYOUTH who wrote (32613)9/15/2019 4:39:53 PM
From: neolib
of 38148
 
As I posted to him please don't bash other posters here.

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To: neolib who wrote (32611)9/15/2019 5:08:19 PM
From: rzborusa
of 38148
 
I'm a little surprised that there are no Youtube videos on making Estes rockets with optical tracking systems. I would think the R/C plane crowd would go nuts if they could get model Sidewinder missiles to shoot each other down with at R/C meets. It would be a great crowd pleaser I'm sure!
That's diabolical, I like it! IIRC we had some conversation about planting a field crop with a tractor. Great conversations here, as always.

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To: rzborusa who wrote (32616)9/15/2019 5:31:51 PM
From: neolib
of 38148
 
The R/C crowd amazes me. Look at this video for example:

youtube.com

I like the catapult launch too!

Way back, like 30 years ago, long before these model turbines became available, I built one out of a truck turbocharger. Back in HS in the mid 70's I had read an article in Aviation Week where Garret had a research project to do exactly that, and it showed a picture of the resulting gadget, which produced about 120lb thrust (IIRC). So some few years later shortly after I started my working career and had some $, I found the exact same Garret turbocharger at a surplus place in the Bay Area, only cost me like $200 or so and it looked nearly brand new. So I built a combustion chamber for it but made it run from propane. I started the thing with a leaf blower. It actually ran. I used to astonish and alarm my neighbors by running it in the front lawn of the trendy townhouse I lived in at the time. A decade later people started building the precursors of these R/C turbines you can now buy off the shelf.

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From: captainfreedom29/15/2019 5:35:24 PM
of 38148
 
I want to ask the financial experts here a question that's being bothering me.
I was looking through AMD's earnings call and I noticed that Lisa said that in 1Q 2019 EPYC revenue increased quarter over quarter. Yet, if you look at Mercury research numbers it shows EPYC market share dropping by 0.3%. How can this be? Either she is not telling the truth, or ASP increased hugely.
This is exactly what she said:

"Growing HPC and regional cloud service provider deployments resulted in EPYC
processor channel sales increasing sequentially."

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To: captainfreedom2 who wrote (32618)9/15/2019 5:51:09 PM
From: neolib
of 38148
 
Epyc sales did not increase QoQ in Q1. That is something we have discussed a number of times here. From the Q1 earnings press release, under segment performance:

Enterprise, Embedded and Semi-Custom segment revenue was $441 million, down 17 percent year-over-year and up 2 percent sequentially. The year-over-year revenue decrease was primarily due to lower semi-custom product revenue, partially offset by higher server sales. The quarter-over-quarter increase was primarily driven by higher semi-custom revenue.

There was a 2% QoQ increase in EESC in Q1 vs Q4, and that increase per the above is attributed to higher semi-custom revenue. Any actual increase in Epyc sales if there was some, would have been negligible.

Wrt to your quote from the CC, that quote specifically mentions channel sales, which would pertain to smaller enterprise type end markets. AMD has repeatedly stated that current server sales are driven by the large cloud providers, those are clients AMD is working directly with, they don't buy through the channel. So that comment would have been referenced to the fact that perhaps they were seeing some pickup in the much smaller channel sales of Epyc, which in the long run is good, but its not a very large section of their sales currently.

However, I should note that if the overall market grew some, than Mercury could show AMD's share dropping 0.3% even though AMD might have increased sales too. Just not as fast as the market.

FWIW, the only real datapoint we have from AMD is that 4Q18 Epyc sales were about $115M and Lisa would later state that 1Q19 was about the same. We know 2Q19 has grown a little, but I would eyeball no more than to $140M given the % shifts they have hinted at on the console side. And the TAM that they consider their server market to be is about 20M sockets/year. AMD's 4Q18 at $115M was not really 5% of that TAM, which would be about 250K/qtr. If it were, then their ASP was only $460 or so. In reality, their ASP is likely more like $780 or so, and their volumes would then be 150K so more like 3%.

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To: THE WATSONYOUTH who wrote (32613)9/15/2019 6:44:36 PM
From: J_F_Shepard
of 38148
 
How would you characterize someone who hasn't held a job for more than 20 years and who survived by relying on welfare? A liberal or a conservative?

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To: neolib who wrote (32619)9/15/2019 7:02:39 PM
From: captainfreedom2
of 38148
 
Thanks for the answer neolib, it makes sense. So, I would say Lisa's statement is a bit misleading, but anyway I'll let it go.

> If it were, then their ASP was only $460 or so

Actually, that sounds about right for Naples. I wonder where you get the $780 figure. That would seem on the high side to me.

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