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Emcee:  neolib Type:  Moderated
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20813INTC has been within 2cents of 39 so far today. They are having a very nice runneolib10/2/2017
20812The 6C/12T Coffee Lakes are generally going to give the 8C/16T Ryzens some very neolib10/2/2017
20811 Ouch. The whole world's benchmarking community seems to be busy testing IntVattila10/2/2017
20810I'll still take any of those ASP's over $60... My big concern is still neolib10/2/2017
20809Prices have been coming down, though. CPU MSRP Now i7 770Pravin Kamdar10/2/2017
20808If, as I understand it, it is not illegal for a big brokerage house to recommendrzborusa10/2/2017
20807For sure, and I think Lisa has similar thinking. "No food fights on my watrzborusa10/2/2017
20806IMHO, the best thing that both Intel and AMD have done is avoid a price war throneolib10/2/2017
20805<i>The Germans seem to be less loyal to Intel than Americans.</i> Ineolib10/2/2017
20804Intel's Margins go up, Market Share goes down, that is a world that AMD can rzborusa10/2/2017
20803Could it mean that they are trying to make up in price what the are losing in voPravin Kamdar10/1/2017
20802It looks like the R9 1950x is doubling the sales of the i9 7900x. The Germans sePravin Kamdar10/1/2017
20801I think it means it would be REALLY nice if AMD shipped 12nm Ryzen refresh Pinnaneolib10/1/2017
20800Interesting observation of Intel's enthusiast CPU launch prices over the genVattila10/1/2017
20799 Vega does very well in upcoming Forza 7 for some reason: "In quite a shocVattila10/1/2017
20798Thanks for posting that. I surprises me that cr 60% of AMD $ sales are 1600X anneolib10/1/2017
20797Another good month for AMD at — unit share at 57% (+1%) and revenVattila10/1/2017
20796Makes me wonder if AMD get due an Infinity Fabric MCM version of GPUs. The straneolib9/30/2017
20795From Message 31286257 AMAT's Analyst day presentation was very good. They dFUBHO9/30/2017
20794Semiconductor Industry Backs Trump's Tax Reform Plan News & Analysis 9/2FUBHO9/30/2017
20793Horrible DRAM and SSD pricing has to be a bad headwind for CPU sellers. Would lFUBHO9/30/2017
20792I half suspect that Raven Ridge APUs are intro'ed prior to the Qtr report, wneolib9/29/2017
20791Worth reading about Apple and semi suppliers. AMD is vulnerable on the GPU sideneolib9/29/2017
20790I wonder if there will even be a run up into earnings. The books are about closrzborusa9/29/2017
20789While I agree NVDA seems ahead of itself, they are the perceived leader in what neolib9/29/2017
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