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   Technology StocksAMD, ARMH, INTC, NVDA


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To: J_F_Shepard who wrote (32624)9/15/2019 10:32:29 PM
From: rzborusa
of 35017
 
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 35017
 
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 35017
 
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 35017
 
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 35017
 
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 35017
 
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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From: Pravin Kamdar9/16/2019 12:30:44 AM
of 35017
 
I find it rather fortuitous for the Saudis to all of a sudden get a huge financial boost in their public offering of their oil fields. Coincidence, or proof of aliens?

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To: neolib who wrote (32631)9/16/2019 12:43:30 AM
From: rzborusa
of 35017
 
So, have to be GF 14/12nm. Fits the larger 15 inch form. Twould be an easy hop to 7nm APU. I mean they probably wouldn't take a half step and stop there.

This is getting interesting.

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From: bit39/16/2019 4:23:23 AM
of 35017
 


NVDA

"Given how dominant Nvidia currently is in the AI training accelerator market, and given how large its chip and software investments in the space remain, it would be a mistake to assume that Cerebras, Intel (INTC - Get Report) or Huawei -- or for that matter, other rivals such as AMD (AMD - Get Report) and Google (GOOGL - Get Report) -- will cause major share losses in the near-term," TheStreet tech columnist Eric Jhonsa wrote last month.
"However, at a time when Nvidia's flagship offering is more than 24 months old, their progress is definitely worth keeping an eye on."

thestreet.com

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To: neolib who wrote (32622)9/16/2019 7:06:12 AM
From: captainfreedom2
of 35017
 
> I think they had AMD at like 795 or so and Intel below 750, but don't recall the exact numbers.

Intel ASP is low because they sell a lot of Atom based CPUs, Xeon D and Bronze, which drive down the average. AMD doesn't compete in that area.

> 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.
Hmm... I don't know about that. It's also possible that the analyst, or stats outfit simply made a mistake

Anyways, whatever the ASP of Naples was, the ASP of Rome is going to be a lot higher

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

Unfortunately, that is deliberate. They feed they info in such a way to make it hard as possible to guess what the ASP and sales figures are.

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