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  • zepi - Friday, July 27, 2018 - link

    I think that while in theory Intel plays the defence in the server space after Epyc 2, in practice the ramp-up and limited quantities they can produce combined with the long product verification cycles etc. will limit the damage that AMD can cause.

    For many software vendors testing the SW on EPYC is not an issue, because customers have Intel. And customers can't use EPYC until the software vendors promise support on it. It can take surprisingly long time to break this cycle.

    Luckily for AMD epyc is good enough and they can sell it cheap enough, so that there is incentive for datacenter operators to look into it.
  • dgingeri - Friday, July 27, 2018 - link

    The greatest problems AMD has had in the past has been impatient and indecisive management and their board of directors demanding they abandon projects because profit wasn't immediate. Well, that and a severe lack of marketing. It looks like Lisa Su will have this under control for the near future. I hope she can hold onto that control and keep them on track. An unfocused company can do nothing but fail. Short term thinking can do nothing but fail.

    Microsoft is learning that now. They've been unfocused for years, and have been suffering the consequences. They're just rich enough to not notice for a while.
  • Targon - Friday, July 27, 2018 - link

    The numbers are very different when you compare the consumer space to the server space. So, AMD probably has the capacity to meet ANY demand in the server space, while a huge demand in the consumer space would be met with shortages.
  • FreckledTrout - Sunday, July 29, 2018 - link

    Since AMD decided to manufacture EPYC (Zen 2) atTSMC which I assume also means Threadripper, then GloFlo should have quite a bit of extra manufacturing capability.
  • Flunk - Sunday, July 29, 2018 - link

    That only applies to a segment of the market. Many companies develop their own software or only run boxed software qualified on a variety of CPUs.

    My company writes SaS and in C#, we could port the whole thing to ARM if it saved us money, Ryzen vs Core is nothing.
  • Demigod79 - Friday, July 27, 2018 - link

    Great earnings, but that's not what investors are focusing on. INTC is down 8% on delay of new products (10nm process). It looks like AMD's 7nm Zen 2 will be unchallenged for most of 2019.
  • HStewart - Friday, July 27, 2018 - link

    You don't really know that Intel has a new line of servers on 14nm that has more memory and other things coming in 2019.
  • HStewart - Friday, July 27, 2018 - link

    I think this actually shows that AMD efforts is minimal impact on Intel performance and that most people buy computers still trust Intel. That just claiming you have lower nm rating does not mean that you have a better processor.

    Of course one thing that people need to understand on forums out - that most people that use Intel products don't care about what is on the internet technically - that purchase based on past history of stable company.

    Time will tell but I believe that Intel 10nm process is more dense than competitor's 10 nm and even the 7nm. Also this nm wars and even core wars reminds me of days of frequency wars

    I also believe the real issues for most normal people that existing computers are good enough for them and there is no need for upgrade. Realistic how much power do need to run Word processor or spread sheet or PowerPoint.
  • Targon - Friday, July 27, 2018 - link

    The earnings just show that Intel has a huge lock on the industry due to contracts and agreements, but when you hear big corporations are going with AMD in the server space, it also isn't a knee-jerk reaction, they must have tested AMD servers with their software and verified that everything is working as expected.

    Things to consider: Meltdown/Specter is still a concern for many, and won't be fixed for quite some time, even if software and BIOS updates mitigate the problem. The mindshare for AMD has grown, where most people would not have considered buying an AMD based machine, and these days, you see a LOT of people looking at AMD, looking at Intel, and seeing a real choice. That hasn't been the case for a long time.

    The confidence that Intel is the undisputed king of performance and quality has been shaken, and that is why you see Intel shares going down in value. Nothing was reported that would make people think that fixes for the recent problems, the huge delay in 10nm, the lack of anything really game changing from Intel and just the feeling that Intel isn't really in control of the PC chip market all come to mind.

    As far as sales, since AMD released Ryzen, it has re-invigorated interest in the computer industry again, so sales are up. Intel marketshare may actually be lower right now, even with the increase in sales, and THAT is what many people have missed.

    As far as most people not needing much processor power, they is true, but at the same time, the industry is ruled by "lowest common denominator" for software. People would accept a dual-core processor as long as they have never used a quad-core processor, at which point, they suddenly feel like something is wrong with their computer. Need vs. want. If the prices are not going up but CPU power is, then people will gradually gravitate toward more powerful machines. Once you get to a certain percentage of people having above a given level processor, software will start to demand it. For games, how many of them really pushed to support more than four cores, until 6 and 8 core processors were out there in enough numbers to make developers see a need to really support as many cores as possible? That is the key, and even word processors will end up with more features or doing more as computers become more powerful.
  • HStewart - Friday, July 27, 2018 - link

    I think a lot of people especially gamers live in bubble - and don't realize the computer industry - don't get me wrong I have built gamer type desktops in the past - but that is not the average customer does not need this kind of power especially in the GPU area. I think people need to open the eyes that desktops are literary dying or possibly mutating in smaller NUC kind of devices.

    I am not an Intel employee but I once interview with them - and it was odd at that time (1991) they were not looking for x86 ASM developers - but desired C and C++ which I that time I was limited experience.

    I honestly believe Ryzen help the people that love AMD by more AMD. But did not move too many convertors - I give AMD credit - that they did improved the line of CPU's which is good for industry because it gives a reason for Intel to produces more.

    As the Meltdown/Specter stuff, I think this stuff is blown out of portion. In the first place one should not attack the developers of hardware for technology that was attended to speed up the processor. One should actually attack the people that try to make such to attack the common users - as a developer - my opinion is that anybody that create Malware or Virus - should be never allow to have any job with computers. Also this was intended as Intel only attack at first - but later on it was proven to effect other company including AMD and even on ARM

    As far was agreements stuff - I tired of hearing these excuses - there is a reason why people don't use AMD and because Intel created the CPU and other guys are just because of stupid IBM desire to have 2nd part cpus from 80's. Get over it

    Most people would not even speak up about this - they don't care they know that Intel has been out there for years and trust them. Most of them probably don't know about Meltdown/Specter and anti-Intel fans don't want you believe that the problem is Intel only which it is not.

    As for me I took a risk last April and purchase a Dell XPS 15 2in1 that that special AMD created GPU in it. But I was primary interested in technology in this laptop - the CPU was quite amazing and faster than my Lenovo Y50 and as technology person - I love the idea of EMIB which I believe is the future - yes the 8705g is only stop gap in design - because the real one will likely come on 2019 or 2020 when Intel release a version with Artic sound GPU.
  • grahad - Friday, July 27, 2018 - link

    You live in an adamantium bubble of your own making, you deluded fool.
  • HStewart - Friday, July 27, 2018 - link

    "You live in an adamantium bubble of your own making, you deluded fool."

    Comments like sound like it comes from WCCFTech.

    Just for information, I found an Erratum in IBM 486SLC - in my first job. I have down Operating System development
  • sa666666 - Friday, July 27, 2018 - link

    You really are delusional. And I seriously doubt your technical abilities and what jobs you've actually done in the past. And you can't spell correctly in English, it seems. You really do belong at WCCFTech.
  • HStewart - Friday, July 27, 2018 - link

    I didn't say my English was all that correct - in fact I was in with Football players at Ga Tech.
    One problem with this website is does not allow edits of messages so they can be corrected.

    And to be honest, it really does not matter if you believe my jobs from past - but in this erratum, the IBM 486SLC processor had the cache on processor inverted but only jumping between 286 and 386 protected mode. Back in those days we did not ICE ( in circuit emulators ) and the way it was resolved was spreading out instructions to parallel port and when last led came on, I knew where the program crash.
  • eva02langley - Friday, July 27, 2018 - link

    Intel stock drop because Intel is having trouble with their 10 nm process. However what really burned investor is the fact that Intel will not release a 10 nm Xeon until 2020. Stop deluding yourself, AMD stock gained 20% in two days. At this point I doubled my investment.
  • HStewart - Friday, July 27, 2018 - link

    I believe Intel drop was from loosing it CEO and not from 10 nm - I would say it part of it, but amount AMD Gain is insignificant compare to income that Intel pulls in.
  • Demigod79 - Friday, July 27, 2018 - link

    No, it was not because of Intel "loosing" its CEO - that happened weeks ago and investors are always forward looking (if you knew anything about the stock market then you would know this). There's no reason to expect an event that happened weeks ago to suddenly affect stock prices now.

    The drop was because they underperformed in the data center business and because of the delay with the 10nm tech (which further puts the data center business in jeopardy). The various downgrades of Intel stock my Wall Street firms was also about concerns about their future products and growth due to their troubles with 10nm.
  • eva02langley - Friday, July 27, 2018 - link

    It is not the money they made, it is the money they are going to make in the future. AMD is about to get into an A64 era all over again, and Intel drop the ball for countering them.

    https://www.cnbc.com/2018/07/27/intel-plunges-on-c...

    "The setup is for Advanced Micro Devices to control both the architectural and process node aspects of the x86 [processor] market for years to come; a dynamic we have never seen before and structurally destructive for Intel's business model. We reiterate our Sell rating," Rosenblatt Securities wrote in a note on Friday. The analysts noted that Intel could lose its "near monopolistic position in CPUs that allowed for increased ASPs."
  • Maxiking - Saturday, July 28, 2018 - link

    AMD future is highly uncertain. The Athlon 64 era took 3 years, then they got destroyed by Core2. Now, it is a second good year for AMD. So ironically, if Intel fix their 10nm, it will be those 3 years again.

    Watch out what you wish for. The situation is different now. A64 was better, P4 was a disaster. Ryzen isn't even able to match Intel, be it mainstream or HEDT. They are slower and are able to compete by setting be being cheaper and adding more cores.

    There is very big if. While AMD is on a good way and the future looks more or less bright but IF Intel fix their 10 nm, AMD is done. Intel will introduce the new architecture and will start "glueing" their cpus together as much as AMD do now. And at that moment, any AMD advantage will be gone.
  • FreckledTrout - Sunday, July 29, 2018 - link

    I am way more optimistic on AMD. AMD were always at a manufacturing disadvantage even Athlon 64 days Intel moved to 90nm months after Athlon 65 came out on 130nm. Now AMD are on "12" nm it is still GloFlo's lpp process that does not scale up to high frequencies. That disadvantage ends this year when EPYC's start rolling out on TSMC's 7nm and next year when Ryzen is made on GloFlos 7nm. This feels totally different than in the Athlon 64 days where AMD is and where they are heaing. AMD partners are competitive at the manufacturing process maybe even a a little ahead of Intel, chip design of Zen is damn good and AMD is going mobile, desktop and server. I understand why you are cautious I just think you are wrong.
  • jcc5169 - Friday, July 27, 2018 - link

    Another Intel press release
  • HStewart - Friday, July 27, 2018 - link

    Same thing AMD when they release there press release - but of course they did not get attack

    http://ir.amd.com/static-files/4853f348-7e3a-49dd-...
  • FreckledTrout - Sunday, July 29, 2018 - link

    You know AMD got nailed hard on wccftech on their earnings. I don't work for either company so I think everyone should nail both of them when its due. Intel is getting crap for delaying 10nm out to 2020 for server chips and rightfully so as its only been since 2016 when they said they would have 10nm chips. I personally love that Intel are leaving the door open for AMD to snag some server market share in 2019 it makes the market way more competitive. I would much rather prefer AMD and Intel had a 50/50 share of the markets they compete in it would drive innovation and pricing.
  • HStewart - Monday, July 30, 2018 - link

    You realize that AMD has a serious debt issue - and also there are financial people that believe that AMD stock is overvalue and at same time Intel is stock is undervalue.

    You also realize that PC CPU is not the only business that Intel is in.
  • JKflipflop98 - Sunday, July 29, 2018 - link

    Yay. More record profits. It was the same thing last year, but the management decided there just wasn't enough money to give the employees raises. Another financial record year. Another year with no raises?
  • amosbatto - Monday, July 30, 2018 - link

    Record profits at Intel make no sense, until you go shopping for a laptop or server, and see that almost all of them still have Intel chips. I recently looked at Thinkpad T-series models, and found that they all use Intel chips. Zen might now be a better architecture, but it doesn't mean much when the best laptop brands don't offer it.
  • HStewart - Monday, July 30, 2018 - link

    I know there are going to be people that disagree with this - so I will agree to disagree with them.

    But I found an interesting article about Intel financials.

    1. This article author believes that Intel stock is undervalue
    2. This article author believes that AMD stock is overvalue

    3. Intel lost of CEO of is a major factor in stock changes

    https://seekingalpha.com/article/4191921-intels-un...

    It also appears that AMD has a lot of DEBT

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