| To: rzborusa who wrote (43238) | 10/21/2021 6:01:00 PM | | From: rzborusa | | | | Pat, grow, and grow share (he almost laughs)
Curtis, Barkleys: Margins going down as Seven ramps, wtf??
Pat , Federal impact was one time. Comfident about node compression.. large catagories all building on each other ....confident ..... segment reporting in future
Piere ? GMs, laughter ...... market share, holding and why ....
Expect gains in MS. Capacity , enable ms gains, alder L pricing leader .... Small in growing markets, but great investments.
Ramsey Coehn: Saphire Q1 , Cloud down?? China ...
Pat; ramp q2, Dc cloud, exposure to china, whole story. Also, periferal ics, Matched sets ...bla bla |
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| From: Joe NYC | 10/21/2021 7:02:07 PM | | | | | | Article on upcoming Mi200, which has been shipping since Summer, and soon to be announced.
Killer Instinct: AMD’s Multi-Chip MI200 GPU Readies for a Major Global Debut
hpcwire.com |
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| To: rzborusa who wrote (43239) | 10/21/2021 9:52:22 PM | | From: Joe NYC | | | | I think it is notable that Sapphire Rapids will enter production in Q1, ramp in Q2. But launch in Q1?
I had to go back, but that's what Pat said.
At this pace, it is possible that Genoa will actually overtake Sapphire Rapids in its real release. So it seems Intel is still screwed in the server market for another year, at least.
What is still saving Intel are the "captive" segments, that like 5G edge servers and Enterprise, where AMD has not had a strong penetration (even though AMD reported some progress on Enterprise last Q). |
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| To: Joe NYC who wrote (43245) | 10/21/2021 11:12:53 PM | | From: rzborusa | | | | There was a mention, somewhere, that Intel held prices on some of the retail market, which they are still semi-monopolists in. Without which their revenue and margins would be more depressed.
Rather than going into disaster mode, which my girl friend experienced when she backed into an airplane propeller, disassedher, ..... Intel is enabling both themselves and AMD to maintain margins. That would not be possible if AMD had unlimited wafers.
Things are bad enough for Intel and will likely get worse unless a rabbit can be extracted from where I can't guess. |
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