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To: captainfreedom2 who wrote (32621)9/15/2019 8:02:15 PM
From: neolib
of 34524
 
That higher figure was quoted from either an analyst or one of the industry stat outfits and posted on this board some time back. Don't recall exactly when. The surprising thing was that the source claimed AMD's ASP was a bit higher than Intel's server ASP. I think they had AMD at like 795 or so and Intel below 750, but don't recall the exact numbers.

There is a sanity check that the number is close however, in that some independent stat outfit claimed AMD's 4Q18 was more like 3-3.5% and when coupled with their $115M that gives an ASP in about the right place.

AMD really needs to get more transparent in their reporting categories:

1) Client CPU
2) Client GPU
3) Datacenter CPU
4) Datacenter GPU
5) Console
6) Other semicustom

That would be actual info. What they give instead leaves everyone guessing.

Nvidia has done a pretty good job of being more transparent by how they do their reporting categories.

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To: J_F_Shepard who wrote (32620)9/15/2019 8:02:59 PM
From: neolib
of 34524
 
Please guys, take this elsewhere...

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To: neolib who wrote (32623)9/15/2019 9:40:55 PM
From: J_F_Shepard
of 34524
 
I don't think you'll hear from Watson anymore.....

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To: THE WATSONYOUTH who wrote (32593)9/15/2019 10:29:50 PM
From: ph57
of 34524
 
Neolib,

You mentioned no pundits were writing about what low interest rates are doing to the world.

Here are some articles that discuss potential bubbles building lately.

Articles by William D. Cohan:

Note first and third articles are one year apart with similar warnings.

Article explaining warning from Michael Burry (predicted 2008):

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To: J_F_Shepard who wrote (32624)9/15/2019 10:32:29 PM
From: rzborusa
of 34524
 
Why not agree to disagree and move on?

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To: rzborusa who wrote (32626)9/15/2019 10:33:27 PM
From: J_F_Shepard
of 34524
 
Have you suggested the same thing to Watson? I don't know the guy but for 20 years he's been trashing me ....I don't know what his problem is but I won't sit still for the trashing and the lies...... You can google me and get my record, not so with him.

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To: J_F_Shepard who wrote (32627)9/15/2019 10:49:03 PM
From: rzborusa
of 34524
 
I don't have such a high opinion of my opinions and I get along with just about everyone.

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To: J_F_Shepard who wrote (32627)9/15/2019 11:05:47 PM
From: neolib
of 34524
 
Please keep these issues to other boards, I value everyone who posts things about AMD here.

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To: neolib who wrote (32629)9/15/2019 11:34:11 PM
From: rzborusa
of 34524
 
gizmochina.com

But a larger display is not the biggest change Mircosoft is making to the Surface Laptop line. The German tech blog also reports that the 15-inch version of the Surface Laptop 3 will feature an AMD Ryzen processor! This is a big win for Intel’s rival.

So far, three AMD-based models of the 15-inch Surface Laptop 3 have been discovered but the exact chipset powering them are still unknown. There are speculations they may be powered by the Ryzen 3000 series (Ryzen 5 3550H and Ryzen 7 3750H) which powers Honor’s MagicBook Pro Ryzen Edition which was announced early this month.

There is no mention of the 13.5-inch model getting AMD processors, so expect an Intel sticker on that model.

The 15-inch Surface Laptop 3 is rumored to also come with a 4K display with Surface Pen support. We also expect it to have a USB-C port this time.

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To: rzborusa who wrote (32630)9/16/2019 12:11:59 AM
From: neolib
of 34524
 
Thanks for posting, that will be very nice if true. Would be even nicer if they came with 7nm, but that doesn't fit the schedule of Oct 2 I don't think.

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