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To: Joe NYC who wrote (43235)10/21/2021 5:39:45 PM
From: rzborusa
of 67706
 
Listening, not hearing much of note. Lots of "excited bout it" .... Jon Pitzer: Lt grow ...foundry margin?? Pat, don't add or detract for a couple of years.

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To: rzborusa who wrote (43236)10/21/2021 5:44:55 PM
From: rzborusa
of 67706
 
Stacy, DC margins down??
ans: mix of products, smoke also mirror, regulatory issues in China, excited about future

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To: rzborusa who wrote (43237)10/21/2021 5:47:49 PM
From: rzborusa
of 67706
 
Tim @UBS, Margins v. ccapex depreciation etc

Ans: Spending for capacity deficit, need. Nodes being worked in parallel. Node compression, better margins bla bla

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To: rzborusa who wrote (43238)10/21/2021 6:01:00 PM
From: rzborusa
of 67706
 
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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To: rzborusa who wrote (43237)10/21/2021 6:04:25 PM
From: Joe NYC
of 67706
 
Intel Cloud is - cloudy

Dylan points out the lead time for Milan and NVidia A100 is 20+ weeks and nobody wants Intel stuff...


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To: Joe NYC who wrote (43240)10/21/2021 6:10:16 PM
From: fastpathguru
of 67706
 
Anyone know what intc's net profit margin for the q was?

fpg

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To: fastpathguru who wrote (43241)10/21/2021 6:28:07 PM
From: Joe NYC
of 67706
 
So we get a Tweet today from Google Cloud mascot Stephanie Wong


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From: Joe NYC10/21/2021 7:02:07 PM
of 67706
 
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: Vattila who wrote (43144)10/21/2021 9:26:45 PM
From: Joe NYC
of 67706
 
Revenue: 4.31
EPS: 0.72
Q4 forecast: 4.70

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To: rzborusa who wrote (43239)10/21/2021 9:52:22 PM
From: Joe NYC
of 67706
 
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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