stocks

[Myriad]

Semiaccurate seems really negative INTC. Not sure if that’s just marketing speak to get more subscribers.

I do believe that Krzanich was probably fired for inadequate response to EYPC. Though at this point INTC has known about AMD aiming for Data Center with a better product for > 2 years. Hard to believe that it will take 4 more years for a response – That’s basically 2 generations of processors worth of time.

https://www.anandtech.com/show/12084/epyc-benchmarks-by-intel-our-analysis-
This sounds a little more realistic. “First of all, Intel’s benchmarks lend further support to what we already suspected: Intel’s Scalable Xeon is better at serving databases for a number of reasons: better data locality (fewer NUMA nodes), better single-threaded performance, and a more “useable” cache. ”
“The AMD EPYC has a performance per dollar advantage in webserving and Java servers, for example… he EPYC platform has some catching up to do. Firmware updates and other software updates were necessary to run a hypervisor, and only relatively recent versions of the Linux kernel (February 2017 w/4.10+) have support for the EPYC processor.”

I suspect AMD has a free run for 12-18 months. At that point, it would be shocking if INTC didn’t have a real response to the EPYC architecture. The only question is how much speculators will run up the shares before then.

[Coronita]

[quote=Myriad]Semiaccurate seems really negative INTC. Not sure if that’s just marketing speak to get more subscribers.

I do believe that Krzanich was probably fired for inadequate response to EYPC. Though at this point INTC has known about AMD aiming for Data Center with a better product for > 2 years. Hard to believe that it will take 4 more years for a response – That’s basically 2 generations of processors worth of time.

https://www.anandtech.com/show/12084/epyc-benchmarks-by-intel-our-analysis-
This sounds a little more realistic. “First of all, Intel’s benchmarks lend further support to what we already suspected: Intel’s Scalable Xeon is better at serving databases for a number of reasons: better data locality (fewer NUMA nodes), better single-threaded performance, and a more “useable” cache. ”
“The AMD EPYC has a performance per dollar advantage in webserving and Java servers, for example… he EPYC platform has some catching up to do. Firmware updates and other software updates were necessary to run a hypervisor, and only relatively recent versions of the Linux kernel (February 2017 w/4.10+) have support for the EPYC processor.”

I suspect AMD has a free run for 12-18 months. At that point, it would be shocking if INTC didn’t have a real response to the EPYC architecture. The only question is how much speculators will run up the shares before then.[/quote]

The issue appears that Intel has lost the process lead to TSM and its continued insistence to get its in house 10nm working. Once its manufacturing was unmatched, now appears to be an anchor. TSM 7nm (which is really closer to 10nm Intel) is already shipping for other customers like qualcomm. Intel 10nm is delayed until closer to end of 2019, that’s why they keep updating their 14nm++++++. and now that everything is bottlenecked on 14nm+++ , now they appear to be having capacity issues..

on top of that, apple will be dropping x86 from their laptop lines most likely and switching over to their internal Ax ARM processor. at least that’s the plan

It’s also interesting most of the performance data coming out of Intel is done without the meltdown or spectre patches running. I think a few weeks ago, Intel’s licensing agreement was such that people who used the patches were prohibited from publishing performance numbers….since then, I believe that has changed.

https://www.zdnet.com/article/intel-gags-linux-distros-from-revealing-performance-hit-from-spectre-patches/

Intel ‘gags’ Linux distros from revealing performance hit from Spectre patches

[Coronita]

4th analyst upgrade in a row and a $33 pre market price, I am out, gonna sell all my 2020 $10 and $15 strike call options….. I’m leaving my 2020 $20, $25, and $30 strike contracts alone for the next year… they are all already paid for by the $10 and $15 contract gains. Time put all this in a laddered CD…. Really do appreciate the short sellers that had to cover their short positions… lol.

[moneymaker]

Nice run flu and you are probably right to cash out as we all know stocks can be volatile, especially if you look at the historical graph of AMD.

[Coronita]

lol…. Intel is moving back to 22nm. one foobar after another.
I doubt AMD will fall that much…. This time it’s different. Intel is in deep shet. Semiaccurate is looking more and more reliable as one mess up surfaces after another.

https://www.tomshardware.com/news/intel-14nm-shortage-h310c,37819.html

We’ve confirmed through multiple sources that Intel is fabbing its new H310C chipset on its 22nm process. That means the chip-making giant has taken a step back to an older process for the H310C chipset as it struggles with its ongoing shortage of 14nm processors. Contrary to recent reports, our sources confirmed Intel manufactures these chips and not TSMC (which has been reported in recent weeks), though that could be subject to change in the future.

The shift in Intel’s strategy comes as the company struggles with the fallout from its chronically delayed 10nm process. Now the company is dealing with an increasingly loud chorus of reports that Intel’s 14nm shortage is now impacting its server, desktop and mobile chips.

The worrying lack of motherboards with the H310 chipset, which began back in March, served as the first sign of an impending shortage of Intel’s 14nm silicon. In May, reports surfaced that Intel had suspended production of the chipset, and in July, the company finally acknowledged a much larger issue with 14nm production capacity.

and now this shortage is affecting dram prices…..lol.

[Coronita]

looks like the analysts have drank the AMD kool aid and are piling on. Another upgrade today….. lol….

[Coronita]

Yes, Intel delays icelake, another foobar….

https://www.guru3d.com/news-story/ice-lake-for-mainstream-delayed-to-2020.html

[moneymaker]

Picked up some Ford stock today! Don’t know how long I’ll keep it, but maybe it will be the first stock I own for more than a year.

[Coronita]

AMD market share at 65% in September. lol…

https://hothardware.com/news/intel-chip-supply-woes-amd-ryzen-sales-september-etailer

The numbers for September are in, and they represent a huge spike in market share for AMD. For the month, AMD’s share rose to 65 percent, which is an incredible month-over-month rise. Looking closer at the numbers, we can see that the new 12nm Pinnacle Ridge processors made up the bulk of AMD’s sales

[moneymaker]

Bump!

[The-Shoveler]

IMO one more FED rate hike and it’s all over.

[ltsddd]

[quote=The-Shoveler]IMO one more FED rate hike and it’s all over.[/quote]

I am not sure if there’s a strong correlation between rate hikes and the drop in the stock markets. I believe this has more to do with (a) the “healthy” correction that we’ve always talked about (b) affects of ill-advised policies are starting to surface.

My “gut feelings” got me going all cash on sep 24…..my greed got me putting 1/2 back into the market last Friday….argh!!!…you can’t win them all.

[Coronita]

I guess I picked a bad time to decide to sell a rental property lol…

[Coronita]

I think in November, we will see a trade tariff settlement before the mid terms… Otherwise, Trump is going to have a big issue with the GOP, or what’s left of it…

[ltsddd]

[quote=flu]I guess I picked a bad time to decide to sell a rental property lol…[/quote]

My timetable is to add more rentals to my portfolio starting summer 2020….I’ll see how that’s going to pan out.

[Author]

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