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Intel bug incoming? Meltdown and Spectre exploits

stockhausen said:
Feel free to add to my comments about what we know so far in relation to CPUs from sources other than Intel, I would certainly be interested.

The point I was trying to make is that in a year's time, none of this will matter - in the meantime, buy Intel shares ;)
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Intel's CEO just sold half of his, i'll take his advice, thanks anyway :D
 
Rroff said:
Could be a pretty big setback for Intel - despite outward appearances they've been desperately trying to pull 10nm forward - this could really put a spanner in the works.
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I mean, forwards is questionable, by the time they get desktop quad+ cores it will be 2 years behind schedule. Regardless of this security issue they've been trying to get 10nm up to speed and yield for 18 months. They've got massive 10nm problems, but even with 10nm it's not coming with a huge lead over 7nm from glofo and the jump from 14nm to 7nm glofo is almost double the improvement of 14nm to 10nm for Intel(not based on names, but actual physical properties, glofo 7nm is actively superior in some aspects to Intel's 10nm, a little behind in others).

Consumer, they really won't feel the effects of this, but server is going to be a huge hit for Intel. How it plays out over the next couple years though will be interesting. It will take time to fix, and trust has been hit hard. If Intel get a 10nm fixed architecture out before AMD is on effectively an equal process and with another jump in cores/power performance and clock speeds.. I mean it actually looked like Intel was going to struggle against EPYC at 7nm already tbh, the security issue would just make it a no brainer for companies to go AMD.
 
drunkenmaster said:
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For AMD if Intel doesn't have this fixed by Zen 2, it will likely be a genuinely massive massive year for AMD in 2019.
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Surely this will depend on AMD's ability massively to ramp up production? Supply and demand can only allow prices to increase within limits.
humbug said:
Intel's CEO just sold half of his, I'll take his advice, thanks anyway :D
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Sell when the price is high, buy when the prices is low.

Brian Krzanich might have suspected that the bug would impact on Intel's share price - although I am quite sure that he was unaware of the existence of the bug and his sale of the maximum number of shares he was entitled to sell (when the market was high) was pure coincidence.
 
stockhausen said:
Brian Krzanich might have suspected that the bug would impact on Intel's share price - although I am quite sure that he was unaware of the existence of the bug and his sale of the maximum number of shares he was entitled to sell (when the market was high) was pure coincidence.
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Google informed Intel in June, CEO Brian sold hes stock in November and kept only required minimum.

According to filings, on Nov. 29, Krzanich exercised and sold 644,135 options and sold an additional 245,743 shares that he already owned. That sale decreased his overall holdings by about 50 percent, bringing his ownership level near to what he held at the end of 2013. Each of those share transactions were made according to the prearranged trading plan, which was adopted in June 2015.

Since the plan was set up, Krzanich has had a common trading pattern. In February, he gets his equity payout under Intel’s performance-based incentive plan. For fiscal years 2015, 2016 and 2017, he received 89,581, 87,061 and 278,868 shares, respectively. Then in the last quarter of each of those years, he makes sales that are proportionate to the awards he got. In the last quarter of 2015, he sold 70,000 and in 2016 he sold more than 50,000. And this year, the sale was much larger in light of the large payout he got in February.

The shares fell 3.2 percent to $43.80 at 11:18 a.m. in New York.
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stockhausen said:
Surely this will depend on AMD's ability massively to ramp up production? Supply and demand can only allow prices to increase within limits.
Sell when the price is high, buy when the prices is low.

Brian Krzanich might have suspected that the bug would impact on Intel's share price - although I am quite sure that he was unaware of the existence of the bug and his sale of the maximum number of shares he was entitled to sell (when the market was high) was pure coincidence.
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Not sure if the last part was a joke, Intel have known for absolute certain since June, as in no question. Google rung them, AMD, ARM, Apple and others up and told them about it in June. The entire silicon industry has been working on patches collectively while talking to each other and working with the OS makers since June. Brian 100% knew about the bug months before he sold off, and he sold off a short time before the patch was starting to get a little wider exposure (more people were brought into the loop around a month ago).

As for effecting share price, despite Intel's messaging effectively on a scale of how badly a company is hit, Intel is at a straight 10/10, AMD is at 1/10, ARM seemingly around a 2/10 and Apple is unclear as they use a lot of Intel chips anyway, there own chips I've not seen much info on what they are vulnerable to, but because they used Intel chips, at least a 5/10 total.

Share price wise, I actually think I underestimated the impact in server at first, AMD might not be able to fill 50% of server market share, but 20%, sure. 6 months ago EPYC was going to be fighting in a market they had almost entirely left and even with an equal and great product, even with some major advantages I think it was going to be a hard slog even getting to 5% in the first year. Now I think with trust gone, Intel's performance hit massively in actually a lot of areas AMD was 'weakest' compared to Intel in servers (because you know, they were taking the performance hit to check permissions properly and do things right :p ), trust in Intel takes a huge huge hit, I think it will now be dramatically easier for AMD to gain market share. If AMD can make enough chips for a 20% market share I think they could start more production now and have that 20% by the end of this year easily now. So rather than taking maybe a few hundred million in sales of Intel in the first year, it could be a billion, or two.

Intel would and should still be profitable(Class action lawsuits aside), but share price don't like large dips in profit, in fact they don't like hits in growth in profit let alone a reduction in profits. The big hit is how much this will strengthen AMD in the market. They had no real name in server, no one really believed in them as they've been absent for years, overnight they went from plucky underdog to probably preferred server chip. I think AMD's share price will increase, AMD profits will increase significantly and as such AMD will have a lot more cash.
 
~>Dg<~ said:
amd old athlons getting screwed on win 10 with updates

https://answers.microsoft.com/en-us...r/6c015632-2a45-4725-a882-f231f8c88f36?auth=1
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Yet they tell us Windows 10 auto updates is good for us.

windows update KB4056892 is causing my PC to freeze with windows 10 logo. I done a restore and its working again. windows installed the update again and I have the same problem frozen logo and I cannot use my PC. Can anyone help me to solve this issue
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QlimaxUK said:
Got this reply from Gigabyte support...

SQkZYmW.jpg

Is this all I need then?
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No, they are not telling you everything, that is for Spectre 1, ask them about Spectre 2 and particularity the Meltdown part of the exploit, Meltdown should require a BIOS patch.
 
darael said:
I am still to receive any Windows update on my PC for this and I've been checking manually every day.
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Which OS and are you running any AV Software?

The updates will only show as available if a reg key, which should be created by your AV, exist.

Create the key manually or download and install the update manually.
 
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