Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
wthdik2: are you now or have you ever been an investor in intel or once of it's competitors?
i fail to see any value you've ever added here.
you seem to be merely a troll.
gb
I believe I heard on the replay that Zen would be sampling in 2016. I heard no schedule details other than that. How many times have they had a successful launch of a product that was a "great leap forward?"
Meanwhile Intel will be sampling a Skylake based Xeon in about the same timeframe and will have been shipping Skylake to desktops and mobile as well.
I expect AMD to be well behind Intel and their best effort to fall somewhere between i3 and i5 with plenty of showstopper bugs to repair.
gb
New Xeon chips announced:
http://newsroom.intel.com/community/intel_newsroom/blog/2015/05/05/new-intel-xeon-processors-accelerate-time-to-insight-transforming-data-into-business-advantage
Some interesting testimonials about real speedups on real problems.
gb
My point of posting HPC info is that I believe it represents not just a halo effect but a real move-the-needle opportunity for the server part of the product line separate from the "cloud."
Just doesn't get as much attention as fones...
gb
Note the description and target audience of Comet in the link below. It parallels what Intel mentions as a target for the Xeon Phi futures: democratization.
http://www.hpcwire.com/2015/05/04/wrangler-and-comet-reflect-changing-nsf-priorities/?utm_source=feedly&utm_medium=rss&utm_campaign=wrangler-and-comet-reflect-changing-nsf-priorities
gb
why would arm leave that much upside on the table in light of their aspirations?
gb
I spent some time looking at US HPC in the last couple of days. The various announcements by different labs and code names had gotten lost on me.
The TLDR version is in the US the lineup has narrowed to Intel Phi based machines vs IBM (open power)/Nvidia based machines.
Both camps are taking major risks in interconnect and are pushing hard into the hundreds of petaflop range which is well above where the Chinese Intel based machine is at 33 petaflops.
Both are due to have big bang machines in late 2018 with the Intel KNH camp having incremental machines based on Haswell based Xeon and KNL in the intervening period. There doesn't appear to be any babysteps on the IBM/NVidia path.
Also of note: there is no AMD content visible anywhere.
Two interesting comments were made on some presentation videos available on Youtube. One was that DOE who funds the US labs required that two architecture paths be maintained in awarding any contracts. Second is that the Intel based camp is limited in revealing certain features by Intel, presumably until some big announcement by Intel.
The next supercomputing event is in July. Perhaps Intel will disclose those whizzy features then.
This will be interesting to watch develop as it is potentially another high dollar and high volume aspect of the Intel server lineup. There are probably a lot of opportunities outside of government labs for Xeon Phi.
More detail at http://www.hpcwire.com/
gb
as curley said: "day ain't over..."
gb
and IIRC both of those metrics further confirm Intel's leadership.
gb
Here's a better link to ownership info:
http://investors.morningstar.com/ownership/shareholders-major.html?t=AMD®ion=usa&culture=en-US&ownerCountry=USA
Click on the "Institutions" tab
gb
Interesting AMD ownership find posted in SemiAccurate:
Funny enough, is that according to these
investors.morningstar.com/own...nerCountry=USA
the single major stakeholder in AMD is now West Coast Hitech LP, with 18.26% surpassing Mubadala with 14.74%. This is a new invester, and the stocks were bought in 03.02.2015.
Now the real kicker here, is that West Coast Hitech, looks like a parent company from Mubadala, from what i can see in a SEC FORM
http://www.sec.gov/Archives/edgar/da...ss205384_4.xml
Quote:
Explanation of Responses:
1. The shares are held on behalf of the Reporting Person by West Coast Hitech L.P., a Cayman Islands limited partnership wholly-owned and controlled by the Reporting Person. West Coast Hitech G.P., Ltd. is a Cayman Islands corporation wholly-owned and controlled by the Reporting Person that acts as the general partner of West Coast Hitech L.P. The business address of West Coast Hitech L.P. and West Coast Hitech G.P., Ltd. is P.O. Box 45005, Abu Dhabi, United Arab Emirates.
wich puts Mubadala as owner of 1/3 of AMD (33%).
With AMD now sinking a bit faster I wonder what Abu Dhabi has in mind and what impact it will have on Intel? And with 1/3 of the shares in their control who could stop them?
gb
What happened to their plan to reduce inventory from Q4 levels?
Listening to their recorded call now.
Edit: They couldn't unload their stuff onto the OEMs even at reduced prices and neither could their distis. They're "on track" to reduce inventory by end of Q2. Ha!! More likely a BIG writedown to make room for the whizzo new Carizzo.
More details in upcoming Financial Analyst day in May...aka May Day... (couldn't resist!)
cash down, debt up.
gb
They were dazzled by the fabric IP story and they also thought they'd get their ARM chip out in a timely fashion.
Managerial incompetence...including the BOD led by Claflin and his band of equally incompetent ex-IBM cronies.
Lisa Su comes from IBM as well...
gb
We do more than browse and watch email in our house although we do plenty of that.
I do a lot of simulation and realtime database things for my ham radio hobby that would choke a 10 year old PC. I have plenty of friends who complain about their old PCs trying to do similar things and complain loudly.
My wife does embroidery and her software is quite consumptive. It was a noticeable improvement when I replaced her old desktop with a Core i5 laptop a couple of years ago.
My daughter's Lightroom and Photoshop work often bring her 2 year old quadcore to its knees and I'll probably swap her MB out for a Skylake model with Win10 early 2016.
And that's not even for accounting for the fact that a PC that old even with the best of intentions is likely loaded with adware if not malware. I find that kind of people I've run into who hang on to their old machines have little clue why they run so slow. Once they see what it's like to run a clean modern machine they're surprised. They still may be reluctant to change...
gb
Santie Claus could fix everything!
Has the final, final decision been rendered yet by whatever highest court in EU on the Intel case? I seem to think that was still under review.
gb
yeah, but you can't easily reduce that to a snappy bit of clickbait headline!
gb
No surprise but Win10 mentioned multiple times as 2H driver. Sure hope MSFT delivers this time.
gb
Just realized that as the prime contractor it probably isn't necessary for Intel to sell the KNL parts to Cray. They probably just will transfer the parts internally at whatever transfer cost they decide.
I wonder why Intel chose to bid this directly? Perhaps Cray was heading one direction and Intel wanted another. As the prime contractor I suspect that Intel will have the final say over Cray as the subcontractor.
Also note that the big machine will actually be built on the KNL successor perhaps at 10nm and will optionally be capable of 450 petaflops.
gb
Related: since KNL and likely future family members will use HMC I found this interesting.
http://www.hpcwire.com/2015/04/01/micron-reveals-hpc-intentions-with-convey-purchase/
Micron who is Intel's partner in a lot of memory things just acquired some more HMC expertise. KNL uses four HMC per device.
Looks like this is seriously going to heat up.
Note that in the videos on the Intel site I linked earlier the word "democratizing" showes up a lot. I think Intel is planning for some much more serious volume for the KNL family, perhaps akin to highend 4 way servers.
gb
Also there now seems to be some sort of ban on the Chinese labs that built the current reigning monster from Intel Phi.
http://www.hpcwire.com/2015/04/08/chinese-supercomputing-orgs-placed-on-us-entity-list/
I wonder if someone finally figured out that the Intel stuff is about to explode in performance and decided to keep it at home and out of the "wrong hands."
gb
Thinking about it some more the current environment benefits the crooks as they can compromise the Android machines regardless of their HW differences. Yet Goog can't get the machines updated in a timely manner due to their HW differences.
Once there is uniformity there is still the matter of no wall on the garden which will make the Android environment similar to Windows in that respect but no worse than now.
gb
I would guess that the inability to do updates due to fragmentation puts the devices at risk to exploits that can't be addressed without updating.
gb
and now for something completely different...
Intel changes financial reporting structure.
http://www.intc.com/releasedetail.cfm?ReleaseID=905090&ReleasesType=Financial News
It will drain AMD resources whether they are successful in their defense or (likely) not. And in their current financial state that drain will likely be "material."
It will likely be in their upcoming 10Q.
gb
Yep, "Open POWER" sounds disrupted.
There, fixed that for ya.
gb
vendor decision depends on all three: price, performance and ensured supply.
strategic partnership may play a role for some but doubtful with apple.
gb
Ugh
I think there is probably a decent market for systems with a few of these each to run simulations that weren't really economically feasible for smaller companies.
It will be interesting to see what the uptake is on these beyond the normal big government installations. Software announcements of "standard" packages that leverage Phi would be key.
ISC is now in July this year. I wonder if there will be any announcements with this new Phi?
gb
I have three monitors plugged into my Intel branded MB. Two are daisy chained via DisplayPort 1.2 and a third is via DVI. The two on DP are 1920x1080 and the older DVI one is 1920x1280.
IIRC there are DP to DVI dongles.
gb
I saw another rumor that another Chinese company related to BLX was considering an investment in AMD. Not clear what they would get in return. My guess is an IP siphoning port for homegrown x86 implementations...
gb
Seems pretty clear that demand was less than supply for AMD vs a relative balance for Intel.
AMD's problem isn't supply in general, it's that their products are lackluster and therefore lack demand. This isn't likely to improve soon. Not shipping to the channel this quarter will just make their current banana line browner when they resume shipping. I doubt that their "next great thing" will suddenly make everything right again.
AMD is a sinking ship. Those around it will feel the vortex created as well, e.g. suppliers of chips that go around the AMD parts to make a motherboard. Expect "analysts" who ask those folks indiscriminately, to get an answer they foolishly apply to Intel based products as well.
gb
I find these "analysts" fail to discriminate between AMD and Intel in terms of volumes. The last time there was a big to-do was over channel stuffing back in October or November.
Care to guess who was stuffing?
Wouldn't be surprised to see AMD based products not moving again.
gb
AMD up 16% on 6x average volume. Someone thinks there's a pony in that pile.
More takeover rumors?
gb
The internal slang name for the DecMate was "dogmeat".
The Rainbow required a premium priced version of Lotus1-2-3.
gb
I remember their PC announcement well. I also remember Olsen characterizing PCs on the same day as "small, slow and inaccurate little machines."
Must have put a warm glow in their salesforce' hearts...
gb
but jiggling a bare hook seldom works...
gb