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Will Headless Intel Woo AMD’s Lisa Su?

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Re: Will Headless Intel Woo AMD’s Lisa Su?

#41

Post by oh_sigh »

candiodari wrote: post #7

Can we please not use the term "WOO" just because AMD's CEO happens to be a woman ? Just don't. It's not hard.

> google search 'woo site:cnn.com', first hits doing the wooing or getting wooed are:

1) 'Bachelor' fans

2) a male peanut seller

3) Trump

4) Trump

5) Trump

> google search 'woo site:foxnews.com', first hits doing the wooing or getting wooed are:

1) John McCain

2) Doctors

3) Bernie Sanders

4) Retailers

5) SeaWorld

> google search 'woo site:news.bbc.co.uk', first hits doing the wooing or getting wooed are:

1) US

2) US

3) Hwang-Woo-suk

4) Clinton and Obama

5) Japanese hotels

Re: Will Headless Intel Woo AMD’s Lisa Su?

#42

Post by jandrese »

theandrewbailey wrote: post #11
josteink wrote: post #3

Earlier quoted context omitted.

I wouldn’t call it worthless. Unless you’re a gamer or AI/ML-geek they are perfectly adequate for regular desktop needs like browsing the web or writing code. I certainly don’t long for a descrete GPU. In fact this is the only thing I miss going to Ryzen. Now I’ll have to buy a GPU.

I welcome Intel discrete GPUs. If they are as fast as Nvidia's or AMD's, I'd consider buying one. The high end/gaming PC GPU market needs more players.

Half of the effort with high end gaming GPUs is the driver support after the fact, something Intel has traditionally put only minimal effort into. Buying a high end Intel card for gaming would likely doom you to poor performance and crashes on many new games.

There are many cases where the Intel hardware should be sufficient to play a game, but some driver weirdness makes it unplayable anyway.

Re: Will Headless Intel Woo AMD’s Lisa Su?

#43

Post by okl »

zozbot123 wrote: post #38
digitalzombie wrote: post #10

No please. I do not want a monopoly in x86. Intel is very greedy in their cpu prices. Their consumer cpu never gave the option of ecc memory and have gimp certain things. AMD was more flexible. Having two company competing will be great for the consumers.

> I do not want a monopoly in x86. Strictly speaking, x86-64 patents must be about to expire anyway - the first Intel EM64T implementation (which can be assumed to be fully compatible even with modern-day software--IIRC the original AMD64 ISA had some unfortunate quirks which make this less likely) is from 2004. So, it's only a matter of time until we see compatible x86-64 CPUs from other vendors.

There are tons of patents regarding implementation details and instruction set extensions. I don't think you could sell Athlon 64 or Pentium D clones to anyone.

Re: Will Headless Intel Woo AMD’s Lisa Su?

#44

Post by zozbot123 »

okl wrote: post #43
zozbot123 wrote: post #38

Earlier quoted context omitted.

> I do not want a monopoly in x86. Strictly speaking, x86-64 patents must be about to expire anyway - the first Intel EM64T implementation (which can be assumed to be fully compatible even with modern-day software--IIRC the original AMD64 ISA had some unfortunate quirks which make this less likely) is from 2004. So, it's only a matter of time until we see compatible x86-64 CPUs from other vendors.

There are tons of patents regarding implementation details and instruction set extensions. I don't think you could sell Athlon 64 or Pentium D clones to anyone.

Not sure about the original Athlon 64, but Pentium D's can apparently run, e.g. Win10 for x86-64 and its associated software (barring ISA extensions, of course) - surely that's good enough for some users. Especially if you could reimplement the "clone" on a more recent physical node than an actual Pentium D.

Re: Will Headless Intel Woo AMD’s Lisa Su?

#45

Post by baybal2 »

okl wrote: post #9

> Su, as of September 6, 2018, beneficially owns 2.43 million shares of AMD. This makes Su the firm’s largest shareholder. ( https://www.investopedia.com/insights/top-3-shareholders-amd... ) Considering last year's AMD stock price development, I don't think she will leave AMD for Intel unless Intel buys AMD. But: > Kathleen Maher, vice president at Jon Peddie Research and the editor-in-chief of JPR's TechWatch Report…

Yes, Su is holds half a billion bucks in AMD's stock.

This article piked my attention exactly because, if you can read in between the lines, it asks what Su can do with Intel to improve her position.

See, as pointed out in the article, any excessively concessionary move is out of the question. No Intel buying AMD, or poaching Su herself.

Nvidia may want Intel or AMD CPU

Intel may want Nvidia or AMD GPU

AMD's only interest is not to let Intel and Nvidia to combine their strong sides. She can only want "an insurance policy" against that happening, more like a castling manoeuvre.

She can take a stake in hypothesised join GPU unit with Intel, or x86 CPU unit with Nvidia.

Intel would lose nothing in that arrangement, and AMD decreases their risk in GPU.

Nvidia would lose nothing in the opposite arrangement, and AMD decreases their risk in CPU.

Re: Will Headless Intel Woo AMD’s Lisa Su?

#46

Post by baldfat »

cmsj wrote: post #27

Why would Dr Su leave a company that is on a massive upswing, for one that has been stuck in a rut for years?

Intel is multiple times larger. Also imagine how much bigger of a challenge it is to turn around Intel technology growth` (Which is infinity more profitable)

2016 is the latest numbers I can find:

Employees Intel 106k AMD 9K

Sales Intel $59.3B AMD $4.3B

Re: Will Headless Intel Woo AMD’s Lisa Su?

#47

Post by dmos62 »

temetnosce wrote: post #31
stcredzero wrote: post #20

Earlier quoted context omitted.

The term "woo" has been used in such contexts as far back as I can remember. It's quite apt, as it's an arrangement involving many variables, the subculture of a group of people, and relatively high stakes. It's not only applied to CEOs, but high value employees. (Of both genders, might I add. I seem to recall that it's even been applied to actual princes at times.)

I think the OP wanted to say that it rhymed and had the same number of syllables per line. Will Headless Intel Woo AMD's Lisa Su

Also the surreal imagery. A decapitated figure courting a woman.

Re: Will Headless Intel Woo AMD’s Lisa Su?

#48

Post by FlyingBears »

okl wrote: post #16
FlyingBears wrote: post #14

AMD already licensed CPUs to another manufacturer in China. Any premium spent to acquire AMD would not be worth it quite quickly.

Buying AMD to get rid of their only remaining x86 competitor would be worth a very high premium. I don't get what that licensing deal, with a manufacturer that is only allowed to sell in China, has to do with it.

Micron is in this situation now. It is under threat from UMC, which got ahold of tech by way of MMT joint venture. There are three mainland competitors as well with local government sponsorship. Just project this on CPU market.

Re: Will Headless Intel Woo AMD’s Lisa Su?

#49

Post by Redoubts »

slantyyz wrote: post #19

> "Su’s CES keynote had the feel of a tipping point. A star was born. She even impressed people who have known her for many years." That's ridiculous. It's as though EETimes is pretending there have been no Ryzen keynotes in the past. Her keynotes have been way better than the average hardware keynote for some time now. The thing that makes her better than many others is that she clearly knows and understands the tec…

> That's ridiculous. It's as though EETimes is pretending there have been no Ryzen keynotes in the past.

Does this site have any reputation? I'm also unimpressed with publishers who make statements like

>> The first [AMD] 7-nm chip will become available next month. In contrast, Intel unveiled a 10-nm PC processor at its CES press conference.

without any qualification on how to compare feature lengths.

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