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  1. M

    Radeon RX 5600 XT Launch Review Round Up

    dlss, rtx, beuller? :rolleyes:
  2. M

    AMD reports FY 2019 results

    Changing the argument to satisfy you and your points only, here we go - AGAIN 1. Market cap - discussed 2. Marketshare - addressed 3. Growth potential - see aboce 4. R&D expenditure - meaningless per "major plaer argument" 5. Portfolio of products - meaningless per "major player argument" 6...
  3. M

    AMD reports FY 2019 results

    I've already explained. stop being obtuse. Marketshare i've already addressed above,. R$D expenditure i've already discussed and it is irrelevant. AMD has an ecosystem in place that is very capable. Top down production? I assume you mean owning fabs. Already discussed as we all know...
  4. M

    AMD reports FY 2019 results

    Let's use your examples An effect on GPU market competitor. Check. Picking and choosing one very small segment of the market has nothing to do with "major player". That's PARTIALLY due to Intel shooting themselves in the foot. It is also because AMD has made many excellent choices to put...
  5. M

    AMD reports FY 2019 results

    FYI - R&D mean nothing in terms of major player. Marketshare only matters only to the point you are a Monopoly and have control over all aspects of a market - which I have shown is NOT the case in either the CPU or GPU market. AMD can affect most all aspects (pricing/available products/changing...
  6. M

    AMD reports FY 2019 results

    If you want to use to fabricated illusions of your view of major player go ahead. It is a false assumption. AMDs ability to affect both the CPU and GPU markets in major ways (as I listed above) makes it a major player. Those are the facts.
  7. M

    AMD reports FY 2019 results

    Market cap and Enterprise is not the end all to everything. It's only a part. The rest of the world still exists - believe it or not. Don't be so shallow. I've already listed the reasons AMD is a major player. You can refute none of it.
  8. M

    AMD reports FY 2019 results

    R and D does not make a major player. Marketshare does. Having your own Fabs to not make you a major player. Nvidia shows that as well as AMD. -can AMD affect pricing of the competitors? yes -can AMD affect the product Stacks of their competitors? yes -can AMD ship products in volume...
  9. M

    AMD reports FY 2019 results

    And as far as AMD not ever going to be a major player - they have been for years. Enterprise is not the only CPU market.
  10. M

    AMD reports FY 2019 results

    Ok, so what's the argument for Nvidia/GPU? Not sure why you included them in a fab means #1 player argument. Saying AMD will never be a major player in GPU implies Nvidia, or maybe Intel? LOL
  11. M

    AMD reports FY 2019 results

    What is good for the goose is good for the gander. If Nvidia can do it and they are fabless too - your argument crumbles on the GPU end to say the least.
  12. M

    AMD reports FY 2019 results

    Keep Watching, yet another year. And keep patching and losing more performance, paying higher cost of ownership. How many years do you need?
  13. M

    AMD reports FY 2019 results

    It was ironic that cramer and the other "financial wiz" questioned Su on lowering the debt so much. I'm sure it is / was high risk debt paid at a high rate, since it was aquired when AMD was on the verge of failure. Why wouldn't you pay it off? Also entertaining is the impatient investors...
  14. M

    Ryzen 4000 series release date?

    I understand, but there are other means to improve semiconductors such as stacking, photonic chip (PIC) and chiplet that have mitigated the size of the node factor. Once we get to the one atom transistor size, yes as far as nodes - we are done. That doesn't mean we are out of tricks. So does...
  15. M

    Ryzen 4000 series release date?

    Sounds more like wishful thinking than anything based on fact. If TSMC does "hit a wall" - it will be the same fabrication "wall" limit that ALL semiconductor producers run into.
  16. M

    AMD reports FY 2019 results

    And now GF is back to fabing for Intel (rumored) - that makes it full circle!
  17. M

    AMD reports FY 2019 results

    Lisa Su on Cramer today.. Lisa repeatedly said "In for the long haul" and as an investor - you have to be too. She knows exactly what AMD is up against and I believe they will play the "Console sales slow because nextgen" card for the rest of the year. Reality shows Intel -> AMD adaption is...
  18. M

    "Intel in jeopardy" from insiders. Much much worse than what they tell.

    30 years of the Intel salesman taking the executive IT staff out to the strip clubs, Yeah, the Oracle guy had the same Corporate credit card to pay the tab. Little jimmy stayed at work babysitting and patching Intel boxes.
  19. M

    "Intel in jeopardy" from insiders. Much much worse than what they tell.

    You don't seem to understand - Intel has been forever and will be forever. they can deliver flawed trash but because they are intel - it's ok. Now AMD needs to be in enterprise space for only a couple more decades and execute flawlessly with a better product. Then maybe the old timer IT guys...
  20. M

    AMD reports FY 2019 results

    What Intel has is a bunch of people in the Enterprise space that are afraid and unwilling to purchase a superior product from AMD.
  21. M

    confirmed: AMD's big Navi launch to disrupt 4K gaming

    "automatically pulled" implies no user interaction. Misrepresentation abounds.
  22. M

    confirmed: AMD's big Navi launch to disrupt 4K gaming

    Really? More assumptions based on your insight into steam, how the survey is performed and your knowledge of statistical analysis? :ROFLMAO:
  23. M

    confirmed: AMD's big Navi launch to disrupt 4K gaming

    Ok, more specifically, taking the survey is a manual process or a pop-up prompt when selected. To assume 100% of the user base has done the survey is presumptuous to say the least. Multiple boxes, multiple accounts, never taken a steam hardware survey. And no, it's not behind the scenes and...
  24. M

    "Intel in jeopardy" from insiders. Much much worse than what they tell.

    You could Cut hypervisor licensing costs in half . TCO is way lower 25-50%, security is much better but keep patching and losing performance.
  25. M

    RTX 3xxx performance speculation

    Nvidia worked with Microsoft to integrate RTX support with Microsoft's DirectX Raytracing API (DXR).
  26. M

    CacheOut is the Latest Speculative Execution Attack for Intel Processors

    yet again of the never ending "Another day, another speculative execution vulnerability found inside Intel processors. This time we are getting a new vulnerability called "CacheOut", named after the exploitation's ability to leak data stored inside CPU's cache memory. Dubbed CVE-2020-0549: "L1D...
  27. M

    "Intel in jeopardy" from insiders. Much much worse than what they tell.

    Welcome to the American Enterprise IT thought process. No wonder China is going to rule the world. oh, and when intel figures out this one, start patching yet again, wonder how much performance this will cost. CacheOut is the Latest Speculative Execution Attack for Intel Processors
  28. M

    Intel Is Patching the Patch for the Patch for Its ‘Zombieload’ Flaw

    "Just as troubling, argues Vrije Universiteit's Giuffrida, is the fact that Intel doesn't seem to be taking proactive steps to find new vulnerabilities or variants of existing ones on its own. "If Intel isn’t looking and is making no effort," Giuffrida asks, "who knows how many vulnerabilities...
  29. M

    confirmed: AMD's big Navi launch to disrupt 4K gaming

    Now I remember why I didn't buy an 8800 either.
  30. M

    AMD vs. Intel Contributions To The Linux Kernel Over The Past Decade

    See who's missing here? Nvidie because they are proprietary and contribute next to nothing for the Linux Kernel.
  31. M

    Intel Moving Select CPUs To GlobalFoundries

    The Irony of Intel using GF is astounditng.
  32. M

    Dow Jones News: Intel Soars on Solid Earnings

    I made more medium term with AMD than anyone did with Intel. Pretty easy to see why. Even Intel didnt predict, so how would anyone else know? They got lucky off increased demand, did you miss that - I already mentioned that. nope - but I can predict before next year because intel has...
  33. M

    Dow Jones News: Intel Soars on Solid Earnings

    Because we are talking about last quarter and recent performance. 20 years ago has no bearing on what the share price will do this year. Great theory. No evidence that intel can outclass anything. What do you think will happen as AMD accelerates it's CPU lead and grabs even more datacenter?
  34. M

    Dow Jones News: Intel Soars on Solid Earnings

    No, it's not because if your looking for a company who's share price will increase - AS AN INVESTOR - AMD is it. Don't make me whip out the share price charts for the past two years. Fuk it,past year AMD share price increased 3x Intel - yes even including that little pop last week. Let me...
  35. M

    How AMD Radeon Sabotages Itself & Its Partners: Development Timelines & Failures

    Bait-and-Switch Bait-and-switch is a form of fraud used in retail sales but also employed in other contexts. First, customers are "baited" by merchants' advertising products or services at a low price, but when customers visit the store, they discover that the advertised goods are not...
  36. M

    Dow Jones News: Intel Soars on Solid Earnings

    I expect Intel to come down after the "euphoria" of the initial quarter earnings wears off and people dig into the numbers more. You will have a better buy point for intel in 2020. Maybe even as soon as Jan 28th after AMD reports. There are better buys in the chip sector though.
  37. M

    Dow Jones News: Intel Soars on Solid Earnings

    I am sticking to the topic. Feel free to report off topic posts. I see you mentioned AMD in your post, how exactly am I off topic? Please elaborate. All your doing is parroting the original post. Just cut and paste it again. Intel is basically forecasting flat (2.1%). Wow., Exciting huh...
  38. M

    Dow Jones News: Intel Soars on Solid Earnings

    Really? A 2.1% EPS increase does not make Intel a Rocketship. Short sighted investors are banking on a surprise pop from nothing more than market demand. Not new or interesting products, just pure demand. Even Intel knows their sales are going to be flat - they said so in the outlook. Look...
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