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   Technology StocksAMD, ARMH, INTC, NVDA


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To: J_F_Shepard who wrote (32627)9/15/2019 10:49:03 PM
From: rzborusa
of 34135
 
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 34135
 
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 34135
 
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 34135
 
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 34135
 
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 34135
 
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 34135
 


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 34135
 
> 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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To: rzborusa who wrote (32633)9/16/2019 9:17:03 AM
From: neolib
of 34135
 
Well, I suspect that if true and AMD gets these sockets now, its highly predicated on what is coming down the pike for next year. So it probably IS related to 7nm anyway...

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To: captainfreedom2 who wrote (32635)9/16/2019 9:26:03 AM
From: neolib
of 34135
 
Yes it is deliberate. It was about 3 years ago that AMD used to at least report CPU and GPU separately and they were both nearly 100% client, and semi-custom was almost all console, so there was good transparency into the business units.

Then they combined CPU and GPU into C&G and stopped giving any hints as to the relative size. Then with Zen, they put server CPUs under EESC to mask off the relative size of server and console. Then they left data center GPU in with C&G. A few times some analysts have politely pointed out that a different reporting of segments is in order, but so far AMD has resisted. IMHO, the reason is obvious. AMD's segments go through wild gyrations, none of them can show sustained growth over time, so it looks like a very poorly run business. Further if one could have seen how small some of the segments like CPUs got to at their nadir it would look like they were going out of business shortly. CPU's likely got below $200M/qtr around 2016.

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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