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AMD stock up 52%

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Re: AMD stock up 52%

#81
This I suspect is more to do with the deal with China made today and times with the announcement as far as I can see as far as stock price climb. Would love to see a global hotspot map of share buying for this, might be Chinese investment, might be many things but certainly event driven.

http://www.extremetech.com/computing/227059-amd-announces-ne...

Re: AMD stock up 52%

#82
post #80
post #67

Earlier quoted context omitted.

Agree, last time the world had any significant CPU performance increase was SandyBridge, and that was the tipping point. Since then we have been using the same CPU performance with less energy usage. Apple already knows this that is why they continue to refine in other areas ( Macbook being a prime example ) rather then providing more and more performance where the user don't need / feel. Interestingly 2011 was also…

The state of Skylake software support over the last year for both Linux and Windows (with many Linux issues still unresolved) kills any excitement I might have had for future intel products. To be honest, I'd rather have a slower passively cooled ARM chip, at least then my ultrabook wouldn't sound like a jet engine when some background task kicks in (not to mention battery drain consequences).

I am excited and it's really not about the speed. Future intel product - Kaby Lake (https://en.wikipedia.org/wiki/Kaby_Lake):

- Native USB 3.1 support

- 200 Series chipset (Union Point)

- Thermal design power (TDP) up to 95 W (LGA 1151)

- Support for both DDR3L SDRAM and DDR4 SDRAM in mainstream variants, using custom UniDIMM SO-DIMM form factor

- Support for 16 PCI Express 3.0 lanes from CPU, 24 PCI Express 3.0 lanes from PCH (LGA 1151)

- Support for Thunderbolt 3

- 64 to 128 MB L4 eDRAM cache on certain SKUs

- Up to four cores as the default mainstream configuration

- Support for Intel Optane Technology

- Full fixed function HEVC Main10/10-bit decoding acceleration & VP9 10-bit decoding acceleration.

Biggest point for me is native USB 3.1 (Type-C) support. USB Type-C is is projected to be the most abundant socket in the history of humanity.

Re: AMD stock up 52%

#83
post #40

I was just thinking these past few days how AMD is highly undervalued and would likely see a big boost from the launch of Zen. Since Zen is still not launched yet, I think there's opportunity for the stock to grow even up to 100% or more from where it was. As a little side note, I think it's fantastic that AMD is replacing its E-series APUs that used Atom-like CPU cores in low-end notebooks, at a time when Intel is d…

>may even beat them on single-thread performance

Isn't this sort of a make or break situation? Single thread perf is still all that matters for most personal software.

Re: AMD stock up 52%

#85
post #67
post #57

- Intel plateaued, no significant user-appreciated progress in the past 5+ years - problems with scalable 10nm, 14nm might be the next 28nm for a while and all manufacturers will catch up, obliterating Intel's major advantage - Zen might be sufficiently competitive with older Core chips on performance, power and price, better on GPU side (hopefully not another Barcelona) - all major consoles run on AMD - Polaris vs P…

Agree, last time the world had any significant CPU performance increase was SandyBridge, and that was the tipping point. Since then we have been using the same CPU performance with less energy usage. Apple already knows this that is why they continue to refine in other areas ( Macbook being a prime example ) rather then providing more and more performance where the user don't need / feel. Interestingly 2011 was also…

How long before we can have open source CPU cores made a la carte by pure play foundries?

Beyond Moore's Law I wonder if we'll just see a massive drop in the cost of computing power to the point where something near parity with a 48 core Xeon is like $10. Then it would become very cheap to put tons of them in a box and build little desktop supercomputers.

Re: AMD stock up 52%

#87

Earlier quoted context omitted.

There are more important practical reasons for slightly higher share prices than appearances. A lot of major brokers (eg Fidelity, Scottrade, TradeKing, TD Ameritrade) won't allow any margin on stock prices below $2 or $3, and often brokers adjust the margin requirements based on price brackets (eg $5 to $3, X% capital requirement; sub $3, no margin allowed). That can cause a margin crunch on investors if the stock f…

There are also important practical reasons for low share prices - there are high fees and commissions for trading shares in lots smaller than 100. This makes stocks at low prices attractive for small investors, unlike the Berkshire of old with a price of 100k...

Odd lot surcharges have (almost?) entirely vanished.

Re: AMD stock up 52%

#88

It is quite surprising that AMD has been undervalued for so long. Would't be surprised by more radical upwards corrections.

I have a slightly different take on AMD these days, in that I don't think they were undervalued, at least not too much, but rather I think they saw the direction the future held and jumped at it, thinking they would be ahead of intel, mostly in their understanding of the merging of cpu and gpu. I simply think they did it a bit too fast and left their other offerings with too little resources, but now that they are us…

> Its a quad opteron 6380 system for a total of 64 cores at 2.5ghz

That sounds good. Unfortunately, in my experience, the real-world performance of the low-end chips in cheap laptops has been absolutely dire for about a decade. And those low-end chips are the ones most of us experience....

Re: AMD stock up 52%

#90
post #85
post #67

Earlier quoted context omitted.

Agree, last time the world had any significant CPU performance increase was SandyBridge, and that was the tipping point. Since then we have been using the same CPU performance with less energy usage. Apple already knows this that is why they continue to refine in other areas ( Macbook being a prime example ) rather then providing more and more performance where the user don't need / feel. Interestingly 2011 was also…

How long before we can have open source CPU cores made a la carte by pure play foundries? Beyond Moore's Law I wonder if we'll just see a massive drop in the cost of computing power to the point where something near parity with a 48 core Xeon is like $10. Then it would become very cheap to put tons of them in a box and build little desktop supercomputers.

I think silicon still has a bit longer to go before we will run into the end of Moore's Law on it(not even counting other substrates for transistors or logic gates), beyond simply scaling there are a bunch of other techniques to squeeze performance and lower power usage that will be economically attractive if you can't shrink anymore, we've already seen some of them like clock gating and voltage scaling, but they can go a lot further. Once we get to the terminal node(probably 5nm with our current understanding) I think we will also see a lot of architecture innovation as well. Not x86 vs ARM or MIPS etc, but fundamentally different ways of thinking about processing units. I think FPGAs, GPUs, and other currently specialized architectures will become even more important, it is possible that everything in a "PC" could be as configurable as an FPGA is today. A lot of things open up once we hit the scaling wall and are forced to make better use of the given resources.

I also think die sizes will grow, including the possibility of "3D" wafers, but that will bring its own manufacturing and design challenges as well.

Anyway I think the end of classic Moore's Law scaling is still far enough away on the horizon that nobody can really predict what will happen, but if it does indeed happen as soon as the 2020s we will be in for a treat no matter what happens I think.

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