BOOM!!!!! here it is, $30.
$35 next...
$35 next...
-
Competitor rules
Please remember that any mention of competitors, hinting at competitors or offering to provide details of competitors will result in an account suspension. The full rules can be found under the 'Terms and Rules' link in the bottom right corner of your screen. Just don't mention competitors in any way, shape or form and you'll be OK.
AMD on the road to recovery.
- Thread starter humbug
- Start date
I have noticed that ^^^^ both your points.
I did read, HPE (Hewlett Packard Enterprise) have started advising people to buy EPYC, i can't remember if it was specifically instead of Xeon, but it was certainly significant. i lost the bloody link and i can't find it on google.
And not just Intel, these people are citing AMD's strength against, a lot of these are also based on what they have seen in these meetings in regards to competition against nVidia, which is encouraging.
I did read, HPE (Hewlett Packard Enterprise) have started advising people to buy EPYC, i can't remember if it was specifically instead of Xeon, but it was certainly significant. i lost the bloody link and i can't find it on google.
And not just Intel, these people are citing AMD's strength against, a lot of these are also based on what they have seen in these meetings in regards to competition against nVidia, which is encouraging.
More analysts upgrading their targets.
https://seekingalpha.com/news/3389955-analyst-initiates-amd-24-percent-upside#email_link
https://seekingalpha.com/news/3389955-analyst-initiates-amd-24-percent-upside#email_link
Do folks still believe that?
Some time ago I was bearish on AMD but that changed last year.
AMD is the new Bitcoin(180% since April is quite substantial)......lets hope it doesn't crash back down
. Seriously, I think they have good times ahead though. A correction will no doubt happen but that is unlikely to spell an end to their fortunes.
Its 1500% (thereabouts) in 2 years
The reason for this hike is because all the analysts have been to see AMD and knowing something we don't have all re-evaluated their price targets to $40. its the same analysts that previously had them at $5
Prior to about 2006 AMD were trading at around $40, these analysts think AMD's outlook is about as good now as it was in the Athlon days when they were trading at about $45.
These number are simply AMD getting back to where they should be, the doom and gloom days are behind them, their value is normalising.
Are they?
This was taken today, just now.
Last quarters release from Mind Factory.
I think Intel / AMD are about 50/50
That is true. tho i think if Intel lost even 30% of their OEM market share they would have problems.
AMD's OEM market share pre Ryzen was basically 0%, you would not find a single bulldozer system and even APU based system were extremely rare.
There are now multiple OEM systems across multiple brands with Ryzen CPU's.
In the short term Intel will always have the vastly higher market share, Intel themselves will make sure of that, back in the Athlon days Intel used to give their CPU's away for free and then ontop of that pay people like Dell $800m a year not to use AMD CPU's at all.
Intel will continue perhaps not in that vain but in other ways make it worth their while to stick with Intel, and that's fine, AMD are still selling a lot more CPU's to most of these people than they had in a decade and ultimately Intel will keep finding it more and more expensive failing this time to hold AMD out, if Intel keep having to in one way or another pay people to use their CPU's instead of AMD then ultimately Intel will lose in the long run because things have changed, it just isn't possible these days to lock AMD out entirely and whatever AMD sell to OEM's is a sale they previously did not have.
In short AMD cannot lose, its all Intel's to lose.
Triple digits in 2020?
No, just no.... i would love to eat my own words tho.
No, just no.... i would love to eat my own words tho.
There is enough room for both Nvidia and AMD in AI.
Christ...
Christ...
I hope they get that supply sorted out because if they don't the knock on effect is skyrocketing prices over here too.
Good to see AMD doing so well in China tho.
Where is this wink, i want to see it for myself
What could it be?
The 2700X has all its cores active and at 4.35Ghz boost its clocked as high as it will go.
My guess its salvaged EPYC 2 parts, 7nm Zen 2.
The 2700X has all its cores active and at 4.35Ghz boost its clocked as high as it will go.
My guess its salvaged EPYC 2 parts, 7nm Zen 2.
5 is an uneven number, a waste of die space, no one would ever do that, they would just use the space to add the sixth core.
My guess is the 7nm 16 core dies but with some cores either broken (salvaged parts) or deactivated, we will get the full fat 16 core dies with Ryzen 3000.
8 Integer units ^^^^
i saw that video, i think he's wrong on that one, i think separating the Uncore from the cores is a rout AMD will go down but i think its too soon to do it right now, when they want to get past 100 cores yes but at this point there is a lot of room to grow in full chiplts yet.
Yes
They have been sampling 7nm EPYC for months now.
Apple are already selling products with TSMC 7nm chips in them.
Apple are already selling products with TSMC 7nm chips in them.