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CoronitaParticipantlol…. 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.
CoronitaParticipant[quote=FlyerInHi]
Anyway, I’m just arguing more as an intellectual exercise, because I gave up being an American. I’ve read Yuval Harari and I’m embracing globalism and the 21st century. I’m a citizen of the world and I’m happy as long as human kind is better off in the aggregate. If Americans choose the wrong policies, it’s their choice.[/quote]
Awesome. When can we expect you to renounce your u.s. citizenship, turn in your passport, and self deport? Let us know, so we can arrange a farewell party…I hear North Korea is looking for expanding citizenship…..
CoronitaParticipant[quote=spdrun]Kids learn better when they’re awake. 8:30 to 3:00 with half an hour for lunch sounds fine to me. Actual science supports later school opening times.
The only reason for early school opening times is to teach kids to accept pointless suffering.[/quote]
What would you know about kids and education and being a parent ???
CoronitaParticipantjust wait until California passes a rent control proposition…..lol..
That and a proposition that middle and high school can’t start earlier than 830am..we will have almost the stupidest kids in the country, second to maybe New Jersey.lol
or kids meals cant be sold with any drink other than milk or water….
or in SF companies cannot provide free meals to employees.. lol
CoronitaParticipant4th 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.
CoronitaParticipant[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.
Intel ‘gags’ Linux distros from revealing performance hit from Spectre patches
CoronitaParticipantInternal leaks are always good…
Think of this website as piggington for the chip industry….lol.
“Intel has no chance in servers and they know it
Updated: Numbers straight from the horses mouth”If you recall last year, Intel had a “manufacturing day” to tell you all about the glories of their manufacturing process. The official story, now shown to be the lie we told you it was, was that 10nm wasn’t actually late and Intel didn’t fall off the Moore’s law train. Instead they intentionally took a new tact called Hyperscaling which was said to slow down the cadence of shrinks but increase the magnitude of each step. Most of the financial world bought it, the few that didn’t had their microphones taken when they tried to ask pertinent questions. (Note: This is not a joke, the details are in the link above)
If you were cynical or more to the point knew what was actually happening behind the scenes, you would be horrified at the technically legal but still misleading statements given about the state of process technology at Intel. SemiAccurate was the lone voice detailing the problems from the very start, to the delays, and to the final non-admission that things were never going to work. Hyperscaling is BS and was directly contradicted by the very words of the presentersno one really believes the CEO was fired over a known inappropriate relationship.
…lol….CoronitaParticipantI think this has less to do with AMD being a “hot stock” and has a lot more to do with how shitty Intel has been excuting for the past few years and being sort of caught with their pants down.
When AMD was a $2.50 stock and almost dead with a crappy product, that was speculation.
When Lisa Su joined and the Ryzen architecture came up that became less speculation.
When Intel delayed their 10nm the third time that was less speculation…
When Spectre and Meltdown hit intel and only a software patch can be made, that was less speculation (and funny as hell)…
When Intel is still stuck on 14nm and now is having production issues and has to outsource to TSM, that’s a big deal. It means,Intel is capacity constraint….and likely their 10nm is delayed further.
When Intel server chips are not going to ship on 10nm until 2020 and AMD will be shipping on 7nm with TSM later this year, that adds to a growing list of fckups that is hysterical.
Perhaps because I am a geek and follow all these things, I am enjoying this slow moving Intel train wreck.
Stock analysts are finance guys that usually.dont understand the tech, so I think it’s pretty funny most of them have written off AMD until recently… And hedge funds and investment groups listened to them and (gasp) went long on Intel in the 50ies or (even more funny) went short on AMD when it was a single digit… This isn’t an AMD short sellers short squeeze, it appears to be more like an AMD short seller’s chokehold….
So glad they are getting burned big time in the short term…. ha ha…We will see what the future holds. please more fvckups, Intel.
CoronitaParticipantThe good news keeps coming out of Intel….(for AMD, lol)
So says Digitimes, which reports that Intel is struggling meet capacity in-house, likely caused by the firm’s delay in advancing to 10nm which has placed further pressure on its 14nm production lines. The firm’s overall 14nm chip supply fall short of demand by as much as 50 per cent, according to the report.
More major fvckups at Intel please. Hire another incompetent CEO please.
CoronitaParticipantI predict in CA the Democrats lose their supermajority in 4-6 years, when people in the state rebel and a bachlash is released on unchecked, one party dominated decision making.
It’s starts as small as passing laws stating restaurants can only sell kids meal with milk and water….or mandating middle school and high school can start no earlier than 830am… But people will grow tired of a one party unchecked party that passes laws that begin to overreached then there is a backlash and everything is undone, door good or worse. This happened at the national level.
CoronitaParticipantI wouldn’t consider that trump voters are smarter or dumber than Obama voters that fell for “hope and change”….
After all , a lot of them voted for both…
I wouldn’t equate a person’s desperation to their intelligence or lack there of.
In all, it boils down to which party is more capable of manipulating the most vunerable in our country to sway votes their way. The strategy and tools used by the democrats might have worked before, but they won’t work moving forward. It needs to come up with a better manipulation machine to win votes back… It will be difficult win if you can’t get buy in from the white working class…. it doesn’t matter how many blacks or Latinos you try to convince…. they most likely vote blue anyway.
CoronitaParticipant[quote=zk][quote=flu]Look at this way.
In elections there are 3 groups of people…
There are the people that are solid right that will always vote Republican, no matter what.
There are the people that are solid blue that will always vote democrat no matter what.
Neither of them will really decide the outcome of an election.
The only votes that really matter are the swing votes that could go either way….
[/quote]
Actually, there’s another group. The people who don’t usually vote. And millions of those people are energized by their disgust with trump and with the republicans who enable him.[/quote]
maybe, and it can go both ways….
I really only started to care more about voting after CA politicians tried to bring back affirmative action….
CoronitaParticipant[quote=zk][quote=flu]
If you were in this situation and had a choice between letting your family starve or supporting and adminstration that promises to make you whole by taking away benefits from someone else, most of us would do the exact same thing.
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Well, the key word here is “promises.” Only if I believed those promises would I vote for such an administration. Although I think “fell for” would describe it better in this case. And I don’t think nearly as many people would fall for what trump is saying if he didn’t have a massive propaganda operation behind him.
[quote=flu]
The democratic party ,I am afraid, had not offered a compelling alternative yet to these swing voters
[/quote]The democratic party hasn’t offered anything “compelling” to anyone in decades. I guess “hope and change” was mildly interesting, but it was quite vague and not really all that grand. Hillary, as brilliant and tough as she is, had pretty much zero vision. Part of the problem is that people want a great and compelling vision from their candidates when, in reality, any great and compelling vision is most likely a bunch of bs. So a candidate (or a party) has to choose between 1) selling a grand, compelling, bullshit vision or 2) plotting a course that will keep our country and our economy and our society on a steadily upward path. The democrats choose to sell the latter, and it just doesn’t sell.[/quote]
“promises”… If you were suggesting a lot of desperate Americans were conned into a vision put on by this administration… Yes,I agree with you….. I think for a lot of us on piggs, for example, we probably can tell the difference that those tax cuts really benefit corporations more than individuals and especially for any of us in high tax states causes more damage than good, albeit it’s more annoying that financially impacting people that are affected by this….
But the way I look at it, these were the same people that bought into “hope and change” and when change didn’t happen , probably abandoned the democrat. Hillary didn’t have much to bring to the table for these folks. Bernie Sanders would have been better. There would be no way in hell I would have voted for Bernie (my socialist alarm bells were going off) but at least he brought to the table very interesting ideas that was aimed at helping people and his vision was much more aligned to the greater good than either Hillary or Trump. I didn’t quite follow what exactly happened, but my personal opinion was that I think the DNC sold out Bernie to try to get the first woman elected, but that’s my personal opinion.
Anyway, you and I both understand the compelling economic vision of the party is b.s., but that’s what sells votes. These people, they don’t have a lot going for them, so hope is all they got.
I really don’t think most of them.care about the plight of DACA or even migrant children, or if they do they care it’s only on the surface or with lip servicr, If push comes to shove, and their economic situation is on the line, they won’t care. I mean we’ve seen this before on a much larger scale in history…in Germany with Hitler, with millions of Jews persecuted, and no I don’t think we are that much better these days, maybe a bit better but not much.When a large mass of people get left behind, weird things happen. that mass islooking for someone else to blame and even of the truth is there, they don’t want to believe it. Prior to that, the blame fell on “rich people , 1%” …Now it’s China, immigrants, illegals, etc. The democrat party failed in that it really should have taken this playbook of protective tarriff and played it. Now, regardless of how effective or not, people have the perception that Donald trump is trying to do “something” when no one else did….he gets credit for that, despite everything else wrong with his administration.and every blatant lie Sarah says between her teeth, and despite the extent of russian collusion… that’s how desperate people are….
And we won’t see any of the tarriff repercussions for some time, not before the midterms at least. Trump isn’t dumb when it comes to these games. There are two outcomes. Trump is pulling on the tarriff onto China right now basically on chinda entire export to the US. The timing is calculated….If China concedes by itself and gives concessions (which imho won’t happen) trump gets credit , stock market goes on a Rocket ship, and everyone is happy before the midterms.
If China resists (which I think it will), we will get some relatiation that might sink the stock markets in the short term….then some time in October , Trump throws China a large bone, an agreement is made, the markets take off again, and everyone is happy again before November.
Forget about what’s actually in the contents of the trade agreement, most people whont bother to try to understand it … just like the US-Mexico agreement that is suppose to replace Nafta… people will fall for it.
This is why i question the blue wave beyond already heavily blue states. What happens in CA and NY doesn’t really matter in the same way that briansd’s vote doesn’t really matter. it’s going to be a consistent blue regardless. hence useless vote…what matters are all the unsure votes or votes that can cross party lines…ironically people like me.
I’d say states like Michigan would be an indicator, given their heavy dependency on manufacturing…
CoronitaParticipantLook at this way.
In elections there are 3 groups of people…
There are the people that are solid right that will always vote Republican, no matter what.
There are the people that are solid blue that will always vote democrat no matter what.
Neither of them will really decide the outcome of an election.
The only votes that really matter are the swing votes that could go either way….
Lets consider Trump’s win… How did the trump administration convince so many people in this country to vote for Trump, despite Obama being a decent person , the Obama administration not being terrible, the country not be that bad off as a whole, and Hillary not really being that bad either?
The administration capitalized on a lot of people that were ecobomically left behind, and painted a picture that the previous administration did nothing about it, and it was far more interested in helping other people out then them. I I suspect many people think Trump is a horrible person, and don’t completely agree with most of what he says and does…But they still voted for him…because they promised to make their situation better. Make America Great Again….
And everything that had been happening, to a layman who doesn’t understand the global economy, doesn’t understand how trade works etc, bought into all this that this administration so far has delivered on…
*curb immigration and illegals because doing so, you will do better economically
*tariffs, because they will protect your job
*repeal Obamacare because it’s costing you afortune and doesn’t help you
*tax reform, becuase you will benefit more from a standard deduction
Now, add a relatively decent performing stock market, good employment numbers and wage growth as reported today, add a few stories about US companies hiring more, and a president that goes on record telling people to boycott Harley Davidson because they are sending jobs overseas….this id the perfect narrative that a person in middle America wants to hear. yes they think their financial situation will get better because of this… And these are mostly all the swing voters that decided the presidential election.
What sort of story can the democratic party put into these voters mind to convince them otherwise than stay the course? Care about DACA, immigrants, and I dare say Russia meddling? I don’t think so…. In fact some people might even think russian meddling was good if it put trump in office which ended up helping them financially…. I know it’s crazy, but it is what it is….
You see ZK…you and I are probably in a completely different world from a lot of these middle Americans…. you retired early…Im close to retiring.
neither of us will be drastically affected economically no matter who is in charge. we don’t need to worry about how to put food on the table, or paying medical bills, etc. the majority of other middle Americans aren’t so lucky….they have no choice. and so they will gladly trade off anything else if it means their survival is at stake. If you were in this situation and had a choice between letting your family starve or supporting and adminstration that promises to make you whole by taking away benefits from someone else, most of us would do the exact same thing.
The democratic party ,I am afraid, had not offered a compelling alternative yet to these swing voters, as disgusting as some of the things trump administration had done or proposed to do… And the current economy had not gone worse significantly to convince this swing voters that an alternative path is necessary….and part of this is just due to sheer luck that our economy has not fallen apart yet and probably won’t all the way to the mid term elections.
If the economy did fall apart before the midterm, there would be a point of blame, there could be a story about the reason why things are bad is because of this administration, and the democrats would have the opportunity to propose an alternative path that swing voters could be convinced might be helpful versus the current one, that has failed … Unfortunately, that opportunity just doesn’t exist yet imho
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