AMD stock up 52% • Hacker News Board

Re: AMD stock up 52%

#91

Post by yvdriess » Sat, Apr 23, 2016, 6:49 PM UTC

bitL wrote: 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…

Intel's client computing chips plateaued, but server platforms have kept improving. The volumes might be lower, but the high margins more than make up for it.

Re: AMD stock up 52%

#92

Post by tobz » Sat, Apr 23, 2016, 8:50 PM UTC

csense wrote: post #84

Intel Skylake on a Linux laptop is basically unusable (terrible power management driver issues kill battery life and may even lead to premature failure). See https://news.ycombinator.com/item?id=11492070 Just one of the many ways Intel seems to be dropping the ball lately.

Hell, Intel Haswell in Apple hardware (15" rMBP, mid-2015) rips through the battery, even on stock OS X.

I've been at home, on AC power, starting around 9-10% battery, where it tells me 12+ hours until full charge. This laptop is 4 months old, and that scenario was only iTerm and Chrome open... :'(

Re: AMD stock up 52%

#93

Post by steplee » Sat, Apr 23, 2016, 9:57 PM UTC

Made 900$. I was probably the only one dumbest to have AMD stock, but when you have a feeling you have a feeling

Re: AMD stock up 52%

#94

Post by PhantomGremlin » Sat, Apr 23, 2016, 11:28 PM UTC

chx wrote: post #36

PhantomGremlin wrote: post #31

Earlier quoted context omitted.

If you go back about 35 years (I'm too lazy to look up the exact details), AMD was a bigger company than Intel, both in revenue and in market cap. And then the IBM PC happened, and the rest, as they say, is history.

Really. In 1971, AMD was selling 4.6M, Intel 9.4M. In 1978 AMD had $100M in total sales and Intel had 400M. https://books.google.ca/books?id=GTwEAAAAMBAJ&pg=PT51&lpg=PT... this page has both '84 and '90 with Intel outselling and outprofiting AMD several times over. So when was that mysterious year if it was not in the seventies or the eighties?

I was thinking around 1980 or 1985, back before IBM PC and clones became popular. Turns out I was wrong, Intel was about 2x to 4x larger than AMD in those days.

I went back and got some hard figures. I had to average yearly high/low stock price to compute historical market cap. All values in $millions:

                 1980     1985    1990    ttm / yesterday
                 ----     ----    ----    ----
   AMD sales      309      576    1059    3990 
       mkt cap    446     1672     617    3170

   INTC sales     855     1365    3921   55360
        mkt cap  1667     3091    7990  149260

In 1985 Intel sales are 2.37x AMD and market cap is 1.85x.

Currently Intel sales are 13.8x AMD and market cap is 47x.

Re: AMD stock up 52%

#95

Post by ksec » Sun, Apr 24, 2016, 6:48 AM UTC

api wrote: post #85

ksec wrote: 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.

Never? Or not for the next 10-15 years. The cost of producing (in your example ) 48 Core Xeon exceed $600 for any pure play foundry. This does not include any profits for Foundry to operate and no return on investment from their initial billions of equipment. Even if moores law is working at the same pace as before, you still won't see it in 15 years, let alone how moores law has slowed, and dead in price / transistors terms. Price for 10nm are in 10 billions. And will go even more expensive when we go down further.

Re: AMD stock up 52%

#96

Post by ksec » Sun, Apr 24, 2016, 6:50 AM UTC

neverminder wrote: post #82

willtim wrote: post #80

Earlier quoted context omitted.

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 la…

HEVC fixed function decoding is also in Applo Lake as well. Along with USB 3.1.

So if you don't need much performance, Goldmont, at least on paper now seems to offer the same as Kabylake.

Re: AMD stock up 52%

#97

Post by neverminder » Sun, Apr 24, 2016, 7:13 AM UTC

ksec wrote: post #96

neverminder wrote: post #82

Earlier quoted context omitted.

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 la…

HEVC fixed function decoding is also in Applo Lake as well. Along with USB 3.1. So if you don't need much performance, Goldmont, at least on paper now seems to offer the same as Kabylake.

Unfortunately, putting anything less than core i7 in this would be blasphemy: http://www.thermaltakeusa.com/products-model.aspx?id=C_00001...

Re: AMD stock up 52%

#98

Post by buzzrobot » Sun, Apr 24, 2016, 1:51 PM UTC

csense wrote: post #84

Intel Skylake on a Linux laptop is basically unusable (terrible power management driver issues kill battery life and may even lead to premature failure). See https://news.ycombinator.com/item?id=11492070 Just one of the many ways Intel seems to be dropping the ball lately.

Well, no, not precisely.

The issue at hand affects only mobile Skylakes. Skylakes targeting desktop use are not affected.

The caveat Intel published re: Skylakes is the same caveat it has published for the previous two generation of CPU's.

What we seem to be lacking is actual evidence -- numbers -- that Linux users running on those units have seen more failures than users not running Linux.