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   Technology StocksAMD, ARMH, INTC, NVDA


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To: Joe NYC who wrote (43247)10/22/2021 11:31:58 AM
From: fastpathguru
of 56264
 
Here is another supercomputer in Sweden being installed.
HPE/Cray

fpg

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To: rzborusa who wrote (43246)10/22/2021 2:26:38 PM
From: Joe NYC
of 56264
 
BTW, another gem from the call was that the reason for decreasing ASPs in servers is that the mix of the low core count to high core count is shifting to low core count. Which coincides with Enterprise growing and Cloud shrinking..

That means that the high core count is shifting to AMD.

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To: Joe NYC who wrote (43254)10/22/2021 3:09:52 PM
From: rzborusa
of 56264
 
Yesterday at the close it magically hit $56. Less than a minute after the close it was down over two dolla. Something leaked ...

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From: Joe NYC10/22/2021 3:55:58 PM
of 56264
 
Kumar notes that Intel pointed to weakness in the low-end of the PC market whereas the high-end PC market fared better. Chips for high-end PCs are an area of strength for AMD. Kumar thinks that’s good news for the company, which reports quarterly results on Tuesday.

“We continue to believe AMD is well positioned to continue to take share from Intel in both PCs and servers,” Kumar wrote. “In our eyes, Intel’s hiccups continue to leave AMD in a better position competitively, as it will take multiple years for Intel to catch up.”

marketwatch.com

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To: Joe NYC who wrote (43256)10/22/2021 4:21:34 PM
From: Joe NYC
of 56264
 
Strange that AMD and XLNX closed in opposite direction. +.49 / -1.15

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To: Joe NYC who wrote (43256)10/22/2021 4:46:00 PM
From: neolib
of 56264
 
Just returned from my local Staples, and 100% of notebooks + DT PCs on display are Intel based. They must have some contra-revenue going between Santa Clara and Staples is all I can think of. The lowest priced notebook was $299 and the highest was $799.

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To: Vattila who wrote (43251)10/22/2021 5:32:47 PM
From: Joe NYC
of 56264
 
Speaking of which, mine is the same as Lisa Su's.

So maybe it was a destiny for me to come back to be an AMD investor...

PS: Lisa Su is a Scorpio, whatever that means... Will come back at you with a big sting...

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From: Joe NYC10/22/2021 6:39:39 PM
of 56264
 
So I came across the source of the story about overclocked Alder Lake overclocked to 5.3 GHz on all big cores The power consumption at 400W

Small cores were turned off, so if those were on, it would be even higher.

wccftech.com

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From: Joe NYC10/23/2021 9:55:46 AM
of 56264
 
Hard to believe:

AMD Market Cap: 145b
Intel Market Cap: 200b

And if Xilinx is approved, AMD could catch up

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To: Joe NYC who wrote (43261)10/23/2021 10:08:54 AM
From: FJB
of 56264
 
What happens if China decides to move on Taiwan? Every tech stock I own depends on TSMC...

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