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welp, semiaccurate is kill. Intel responds: https://twitter.com/intelnews/status/1054397715071651841
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Oct 22, 2018 18:27
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Consistently*
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Oct 22, 2018 18:34
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SPOOKCORE MEGGIDO posted:Consistently* It’s correct as written.
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Oct 22, 2018 18:39
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Subjunctive posted:It’s correct as written. No, it's not. "Consistent" modifies "improving" in that sentence, so it should be an adverb.
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Oct 22, 2018 18:42
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Dr. Fishopolis posted:No, it's not. "Consistent" modifies "improving" in that sentence, so it should be an adverb. Then "with the timeline we shared" doesn't mean anything at all. What it actually needs is a comma to split it into two phrases: [Yields are improving], [consistent with the timeline we shared during our last earnings report].
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Oct 22, 2018 18:47
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Dr. Fishopolis posted:No, it's not. "Consistent" modifies "improving" in that sentence, so it should be an adverb. It doesn’t mean it’s increasing consistently (in the same manner repeatedly). It means it’s increasing in a way that matches the plan. “Consistent with the timeline” is an adverbial phrase, and the correct and common usage. “Consistently with” would be awkward and unusual for that meaning.
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Oct 22, 2018 18:47
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AMD CPU and Platform: Pedantly discussing Intel
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Oct 22, 2018 18:53
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EDIT: wrong thread
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Oct 22, 2018 19:31
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Wooper posted:AMD CPU and Platfrom: Pedantly discussing Intel Don't remove platfrom 
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Oct 22, 2018 20:43
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Subjunctive posted:It doesn’t mean it’s increasing consistently (in the same manner repeatedly). It means it’s increasing in a way that matches the plan. “Consistent with the timeline” is an adverbial phrase, and the correct and common usage. “Consistently with” would be awkward and unusual for that meaning. I think you'll find it should be "consistentally" since it follows the silent oxford comma, and thus requires the subjunctive gerund articulation.
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Oct 22, 2018 20:49
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pixaal posted:Don't remove platfrom I just got a "cheap" deal on 2 * 8GB sticks of Flare X, cas 14. On eBay UK.
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Oct 22, 2018 23:22
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As long as Ryzen lives I shall keep the Platfrom beacon kindled
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Oct 22, 2018 23:27
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Live by the process die by the process Intel was bound to gently caress up at some point. 14nm++++ is a very mature foundry 10nm class process and they are milking it for all she's got. 7nm foundry will probably be competitive with it or better, though maybe not until the 7nm with euv. Competitions back!!!
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Oct 23, 2018 00:57
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SPOOKCORE MEGGIDO posted:I just got a "cheap" deal on 2 * 8GB sticks of Flare X, cas 14. On eBay UK. I love this RAM.
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Oct 23, 2018 00:59
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SwissArmyDruid posted:welp, semiaccurate is kill. That is a prophetic site name 
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Oct 24, 2018 01:26
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Really out of the loop. Is there any idea if the Zen 2/Ryzen 3X00 are going to use the AM4 socket? Also is the current rumor for the Zen 2's launch Q1 or Q2 2019?
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Oct 24, 2018 04:09
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MH Knights posted:Really out of the loop. Is there any idea if the Zen 2/Ryzen 3X00 are going to use the AM4 socket? Also is the current rumor for the Zen 2's launch Q1 or Q2 2019? Yes, and we don’t know but possibly later so they can get it to more profitable markets first.
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Oct 24, 2018 04:11
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AMD committed to supporting AM4 until 2020. At CES this year, AMD confirmed that Zen 2's design was complete, but did not offer a release date. They are sampling now. Could be 2019, could be 2020, we don't know. The next socket AMD comes out with will have DDR5 and PCIe 4.0. Is this next socket AM5? Or is it TR5/SP3? We also don't know.
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Oct 24, 2018 04:14
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SwissArmyDruid posted:AMD committed to supporting AM4 until 2020. Keep in mind this means selling some AM4 products until 2020. If, say, the halo products moved to a new socket while 4/6 core chips continued to use AM4, that technically counts as “support”.
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Oct 24, 2018 06:25
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Craptacular! posted:Keep in mind this means selling some AM4 products until 2020. If, say, the halo products moved to a new socket while 4/6 core chips continued to use AM4, that technically counts as “support”. All of this and an emptyquote, too.
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Oct 24, 2018 07:51
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btw AMD posted their financials and actually turned a profit again! A fairly slim one, but for AMD, that's a victory. Up 12% year over year, but down 14% quarter over quarter from crypto and their graphics in general tanking. They also announced they are going to be under expectations next quarter, too. Accordingly, the stock is getting absolutely blasted, down 16% at the moment. They did say that their 7nm Vega for deeplearning/datacenter part will hit before calendar years end.
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Oct 25, 2018 21:14
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"We posted a profit!" "SELL SELL SELL" "....but why though!?"
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Oct 25, 2018 21:26
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SwissArmyDruid posted:"We posted a profit!" "SELL SELL SELL" "....but why though!?" Investors wanted larger profits. They heard all the hype about Zen crushing Intel and wanted Intel level profits. They don't understand how the chip market works.
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Oct 25, 2018 21:34
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They don't understand how the chip market works, or they are basing all of their faulty knowledge of how the chip market works based on Intel?
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Oct 25, 2018 21:37
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Yeah, they were (and still are) comically overvalued. They are valued like they are a company 10+ times bigger than what they are. It wouldnt surprise me if they keep sliding. They are doing better for sure, but the graphics division is dead at the moment and both the volume (laptops) and margin (server) markets aren't going to just flip to AMD overnight. They will need to stay competitive with Intel for an extended period to make inroads there.
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Oct 25, 2018 21:39
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It's going to take years for AMD to reach the market value at the best case. Remember, AMD was under $3 a few years ago, and under $10 this year. It was valued at over $30, that much growth requires massive innovation, which AMD hit with Zen. The problem is, that innovation was just catching up to the only other player in the market that was a decade ahead of them and they didn't really pass Intel. Their real value is probably closer to $15 than the current $20 even accounting for expected growth. Really what you are seeing is competing stock ideologies that AMD looked good in and some it no longer does. One is going to be earnings per share and AMD's value went way up since they bought, after the posting they saw that AMD was no longer a good earnings:share so they are selling off to buy something else. With the reduced price right now there could be panic sellers, or some other formula might now see AMD as a good buy at the $4 discount and the price goes up.
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Oct 25, 2018 21:52
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Cygni posted:Yeah, they were (and still are) comically overvalued. I read a few AMD news stories a few months ago on my phone, and ever since then google pushed a whole lot of bullish "buy AMD stock" articles at me. I don't look at any other financial / stock market stuff on my phone. I think AMD stock was clearly in some kind of trending loop that kept it hyped up. (With the power of the cloud we can make stock bubbles faster than ever before!)
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Oct 25, 2018 21:59
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SwissArmyDruid posted:"We posted a profit!" "SELL SELL SELL" "....but why though!?" Crypto fell essentially to zero, they missed their Epyc sales targets, and they had a lot of one-time semicustom revenue last quarter from changing how they did their accounts-receivable that is missing from the balance sheet this time around. Essentially, all the stuff I said 3 months ago. Also, forecasts don't really translate into stock movement, it's the difference between the forecasts and market expectations. If you forecast 1.45 billion next quarter but traders expected you to forecast 1.6 billion (real numbers), that 1.6 billion is already priced in and your stock drops. Buy the rumor, sell the news. I know that's basic but that's probably the biggest thing here... AMD was expected to be a breakout and they only met their forecast. Wall Street's a bitch. Tech stocks are also down in general. Zen is a good product but that's really almost all AMD has going for it. I'd think a lot of the stock value is coming from future expectations, and if they don't execute that upward trajectory well their stock will suffer. I don't have a crystal ball that lets me see the future, but the runup since early last year was insane, $AMD increased 20-fold in practically a year, a correction was inevitable (easy to say in hindsight of course). The minutia of stock prices don't really matter for the long-term trajectories here, Zen's marketshare and AMD's price are both going upwards in the long term. Paul MaudDib fucked around with this message at 22:35 on Oct 25, 2018 |
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Oct 25, 2018 22:29
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Are there any reviews comparing a Ryzen 2700X to an i5 9600K? They are essentially the same price, when factoring in the cost of a cooler for the i5, so I was wondering how they compare.
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Oct 25, 2018 23:08
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MH Knights posted:Are there any reviews comparing a Ryzen 2700X to an i5 9600K? They are essentially the same price, when factoring in the cost of a cooler for the i5, so I was wondering how they compare. Ryzen 2700x is popular precisely because it is incredible value for money, the reality is that in gaming even an i5 8400 beats it. I am going to assume you just want to play PC games - if you can get the 9600k for the same price you should buy that instead
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Oct 25, 2018 23:13
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If you're gaming you should really be looking at the 2600, but yeah, what the guy above said, with the caveat that the difference really only shows itself if you're going over 100 fps.
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Oct 25, 2018 23:19
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Well that if you game at 1080p or less. If you game at 1440p+ generally the difference between AMD and Intel is negligible and the video card becomes the real bottleneck for almost any game made in the last 3-5yr. Paul MaudDib posted:they missed their Epyc sales targets, They blamed the reduction in revenue on a lack of GPU sales partially due to crypto falling apart and partially because they don't have good parts to compete with NV. You were quite DOOM N' GLOOM about the effect that would have and that doesn't really seem to have occurred at all revenue-wise. Stocks are another matter but stock prices have little to do with reality much of the time. PC LOAD LETTER fucked around with this message at 23:55 on Oct 25, 2018 |
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Oct 25, 2018 23:43
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PC LOAD LETTER posted:Actually they said they're getting double digit percentage growth in Epyc sales over Q2 2018 for Q3 2018. Enterprise/Embedded/Semi-Custom saw growth from Q2 to Q3, but was somehow still worse year over year during a period where their competitor is failing to deliver their product.
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Oct 26, 2018 00:16
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Which isn't the same Epyc sales doing poorly. By all accounts they're selling everything they make. That is a lot of stuff that is being grouped and counted with server CPU's there. So Epyc CPU sales can go up but the group as a whole can still go down if other stuff doesn't do as well.
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Oct 26, 2018 14:15
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People looking for rationality in the stock market smdh I get using leaks that get posted ITT to try to make some money if you have some to burn, but 
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Oct 26, 2018 14:56
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Munkeymon posted:People looking for rationality in the stock market smdh If you had insider news that they will have a competitive GPU in the next 2 years then I guess mid-high teens might be reasonable, but even then they will have trouble competing with nvidia because for compute CUDA is steam rolling OpenCL in ecosystem, adoption, and pleasantness to work with. Khorne fucked around with this message at 23:14 on Oct 26, 2018 |
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Oct 26, 2018 17:13
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Intel loyalists are suddenly serious face stock market experts ITT.
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Oct 29, 2018 02:14
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Then they should also be down on Intel because Samsung has 7nm ULV, and Intel doesn't.
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Oct 29, 2018 03:36
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Bloody Antlers posted:Intel loyalists are suddenly serious face stock market experts ITT. AMD is capable of growth and shouldn't blow up anytime soon. They should consistently gain market share and have great quarters unless they really botch the zen2 launch. I really see AMD growing and doing well as a company for years to come. I also see Intel as perhaps blundering even more than I thought at the time. The problem is the highly speculative share price now vs the company's actual value vs what I perceive their growth potential in the market to be doesn't check out at all. That's why I sold what I perceive to be a healthy and growing company. I plan on buying AMD cpus whenever reasonable. They're more pro-consumer than intel. Still, I'll buy from the company that provides the best product for my needs. It's a machine that performs tasks. Khorne fucked around with this message at 05:12 on Oct 29, 2018 |
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Oct 29, 2018 04:09
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Bloody Antlers posted:Intel loyalists are suddenly serious face stock market experts ITT. You don't have to be a loyalist or serious face stock expert to say that the stock market is irrational or that tech benchmarks equate directly to what a stock will do WhyteRyce fucked around with this message at 06:15 on Oct 29, 2018 |
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Oct 29, 2018 06:01
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