AMD is up 33% if you cherry pick another date, doubt it will continue for long with the "recession" that's not a recession
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AMD on the road to recovery.
- Thread starter humbug
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Soldato
well if you pick a specific date it's always cherry picking by the nature of it.I used the dates covering both the Q2 '22 results, hence 5 days, not a cherry pick.
Your picking a date w here you know intel did crap and AMD came out okay
Soldato
If you say so. Next time then I'll just use the 15 year data, cause that would be totally accurate.
AMD are down 1.2% in the 24 hours since the financial report.
They are still up 8% in the last week.
They are still up 8% in the last week.
On 1st July AMD was ~72. 2nd August it was ~99. A good month for obvious reasons. 3Qtr. guidance as expected considering current market condition, product launch etc. AMD reiterated Full year 2022 to be $26Bn+. Future expansion plans on track. DC CPU, GPU, Edge etc. IMHO Lisa is thinking way past 3Qtr.If you say so. Next time then I'll just use the 15 year data, cause that would be totally accurate.
This from a rabid AMD fanboy who unlike arknor does not own Intel shares.
Sorry, this was a reply to arknor
I own both...
oh look almost as much AMD as intel....pretty much, I have money to double down If I needed to.
only cdprojekt and gazprom are down though and they are such tiny amounts anyway
If I had investments in Intel I would be concerned.
us.acrofan.com
Intel Orders Delayed, TSMC Slows Three-Nanometer Expansion, Says TrendForce
TAIPEI, Taiwan--(BUSINESS WIRE)--#3nm--According to TrendForce research, Intel plans to outsource the tGPU chipset in Meteor Lake to TSMC for manufacture. Mass production of this product was initially planned for 2H22 but was later postponed to 1H23 due to product design and process verification...
us.acrofan.com
LOL - long term could be much worse.
It was $35 five years ago, so yeah, long term for sure.
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what the hell has it got to do with you? are you my wife or what... quit the nagging and worry about your own finances
No, i'm not your wife and you're the one posting your financial interests
They seem to be doing ok for the moment, back to over $100.
AMD's market cap at $160 Billion is also about $10 Billion higher than Intel, that is hystoric, i don't think AMD have ever looked this strong compared with Intel, not even during the late 1990's - early 2000's
seekingalpha.com
AMD's market cap at $160 Billion is also about $10 Billion higher than Intel, that is hystoric, i don't think AMD have ever looked this strong compared with Intel, not even during the late 1990's - early 2000's
AMD Stock Is Showing Recessionary Resilience (NASDAQ:AMD)
AMD has proven it's one of the most resilient semiconductors in the market right now. Read how AMD is showing recessionary resilience here.
seekingalpha.com
Soldato
Just to give some context as that's not a typo, the reason for the dramatic increase is due to the inclusion of Xilinx revenue streams
Its interesting but its missing a lot of key information.
AMD did spend the early days of its life copying Intel's designs, and they were reprimanded for that in the courts, all true. They were copies of Intel's early chips.
However, what is still disputed, to this day is the chips they designed after that fact, the reason why its disputed is because Intel took them back to court but couldn't convince the courts they were still the same design, because they weren't, it is a little odd that he would tell the story from Intel's perspective on that, the courts don't agree with Intel, saying "oh its disputed" while framing it like that is a bit off!
IBM Stipulated Intel must second source manufacturing from AMD, To get the contract Intel agreed and licenced X86 to AMD, however Intel never put a single order in to AMD, as a response to that AMD began making their own X86 CPU's.
AMD didn't "steal it" they were licenced to make it, AMD reversed engineered Intel's CPU because they never actually received to IP tapes from Intel, as agreed they would.
Why after AMD "stealing" Intel's designs would Intel then agree to licence the X86 IP, that doesn't make any sense, if i lend you my card and i don't get it back i don't then say "oh its fine you can keep it" i'd be suing you.
That's a fundamental part of this story he left out.
The patents that he's talking about is AMD64, Its the 64Bit, which came decades later, its what we now know as X86_64, the X86 potion is Intel, the _64 portion is AMD.
On your Intel system go to C/Windows/WinSxS what you will find is this.
The Real Reason AMD Is Worth More Than Intel
How did AMD manage to go from the verge of bankruptcy to being one of the most valuable tech companies of all time? Intel and AMD are raging one of silicon v...
youtu.be
This came about because in the 1990's the X86 licencing agreement was coming to an end and Intel was gearing up to not renew it, as was their right, AMD, seeing this coming designed the 64Bit portion knowing it would advance PC computing to such an extent people couldn't do without it, they were right about that, the Opteron 64 was the most successfully data centre chip in history and Intel knew they had to respond, they did this by trying to design their own competing 64Bit extensions, Intainium, it was a complete failure, big, hot, used a lot of power and was slow, because it failed Intel was forced to adopt AMD64, (X86_64)
He left all of that out too.
Sound familiar?
Next: while he didn't leave this out, he tells this story after the fact, as if it had nothing to do with AMD years of stagnation. Intel didn't just go back to out designing AMD again, as he puts it.
Not before paying those people who had been buying AMD's chips instead of Intel's chips, because they were better, not to use AMD chips at all, and this time Intel was reprimanded for that in the courts.
That left AMD virtually penniless and on the brink of bankruptcy, its easy to say "Intel came back at AMD with better chips" and leave out that because of Intel's illegal actions AMD had no money to R&D next generation chips.
That court case has been settled, its only on going because Intel has spent the last 20 years appealing it, again this is framing it from how Intel would want it viewed.
So does the XBox One, and the Steam Deck.
Also AMD didn't abandon the Mobile market, the latest Samsung Mobile Phones and Tablets run AMD Graphics. There is nothing from Intel or Nvidia in any mobile phone.
How could you pretend to be so knowledgable and get that so wrong?
He ends by saying:
I think this video is designed to calm the nerves of Intel's investors, it tell's the story how Intel would want it told and its implying that Pat Gelsinger would put Intel back on top, to use his own words "AMD are now back in the rear view mirror" he had to walk that comment back as investors pointed out that there is nothing on Intel's foreseeable roadmap that can come even close to competing with AMD. AMD are just about to launch a 128 core 256 thread Zen 4 CPU, while the chip that was supposed to compete with the 64 core Zen 3 chip is delayed again. So far so Intel, Pat.
THAT is why AMD are now worth more than Intel.
The irony is today Intel could not exist without the IP they licence from AMD. Intel users go to that folder and delete all that dirty AMD64 stuff out of it, watch what happens.
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I doubt you could find a single post where humbug isn;t negative about Intel
Is there anything positive to say about them? Its all just negative.
Soldato
Well on one hand you care about what the courts say, on the other you dont. I think recently there was a decision in eu saying intel was innocent about the whole paying vendors not to use amd shenanigans.
Besides that, lots of positive. Platform support, pricing remain constant (instead of the HUGE inflations amd shoved down our throats) even when it had absolute and complete domination of the cpu market space.
Not quite, what Intel did is not in dispute, Dell fessed up to receiving the money for the reasons AMD claimed, what Intel appealed is the legality of it, a technicality.