Tech "intel's f-----"

[IloveTHIS]

I had no idea we even had this subsection. Come here for the first time ever to find nerds arguing over Intel vs amd

I'm in love. Been missing out

I'm making a new build soon. Debating on going with AMD this time. It almost seems foolish not to. But all I have ever had and known is Intel

 

[jefferz]

I had no idea we even had this subsection. Come here for the first time ever to find nerds arguing over Intel vs amd

I'm in love. Been missing out

I'm making a new build soon. Debating on going with AMD this time. It almost seems foolish not to. But all I have ever had and known is Intel

Not nerd raging over Intel vs AMD, just calling AMD fanboys out on their shit.

There's no reason to buy anything Intel unless you need Quicksync or server stability.

 

[rob mafia]

Not nerd raging over Intel vs AMD, just calling AMD fanboys out on their shit.

lolz. what did i say that was inaccurate?

intel's having to slash their margin. they're totally not fucked /s

although, i'm amused that a fellow gun nut appeared and mentioned colt. who's going through bankruptcy restructuring...

 

[jefferz]

lolz. what did i say that was inaccurate?

intel's having to slash their margin. they're totally not fucked /s

 

[PEB]

Intel in what sounds like desperation is canceling a number of projects. This is a big deal and seems to be admitting that 10nm for the desktop is dead on arrival. They seemed to be getting ready for a costly battle with AMD on price. This till when they get back their footing and put a little distance between them an AMD.

"Intel has been hard at work with 10nm Ice Lake, but if rumors hold, it won't be on your desktop or any other for that matter."

"The story which broke from HardwareLUXX shows some slides from the Intel investor day back in May of 2019. Also included are notes from an insider, which has been proven credible in stories from the past paint, quite the bleak picture for 10nm on desktop. The news is not something we wanted to hear by any means. We have all seen the jokes of intel's 14nm+++++++++++++++ process, we even made a few of them."

"Unfortunately, it appears that Intel is canceling any plans of their much anticipated 10nm parts for their desktop processor offerings. Intel has supposedly shifted focus to 7nm EUV for this sector, which they are aggressively working on. This is stated to be available around 2022 for those waiting for the replacement to Skylake."


https://amp.tweaktown.com/?url=http...-10nm-desktop-14nm-hold-until-2022/index.html

 

[jefferz]

Intel in what sounds like desperation is canceling a number of projects. This is a big deal and seems to be admitting that 10nm for the desktop is dead on arrival. They seemed to be getting ready for a costly battle with AMD on price. This till when they get back their footing and put a little distance between them an AMD.

"Intel has been hard at work with 10nm Ice Lake, but if rumors hold, it won't be on your desktop or any other for that matter."

"The story which broke from HardwareLUXX shows some slides from the Intel investor day back in May of 2019. Also included are notes from an insider, which has been proven credible in stories from the past paint, quite the bleak picture for 10nm on desktop. The news is not something we wanted to hear by any means. We have all seen the jokes of intel's 14nm+++++++++++++++ process, we even made a few of them."

"Unfortunately, it appears that Intel is canceling any plans of their much anticipated 10nm parts for their desktop processor offerings. Intel has supposedly shifted focus to 7nm EUV for this sector, which they are aggressively working on. This is stated to be available around 2022 for those waiting for the replacement to Skylake."


https://amp.tweaktown.com/?url=http...-10nm-desktop-14nm-hold-until-2022/index.html

" Intel may merely be biding its time for now in hopes of keeping server market share, which for those unaware is where the real money comes from. "

Huh. I seem to remember a conversation.....

 

[rob mafia]

whatever you do, don't say "intel's fucked."

lolz @ present/foreseeable intel server offerings. ie: their least competitive processors, of all.

 

[jefferz]

kind of. i'm saying they're currently fucked and will be fucked for the foreseeable future. at least, as far as the cpu side goes.

edit: company-wide, i suspect their q3 earnings with be mediocre. i suspect their q4 (now) will be bad.

Intel posted what CEO Bob Swan characterized as the "best quarter in company history" today, exceeding its revenue targets by $1.2 billion on its way to a record $19.2 billion in overall revenue.


Record. Fucking. Profits.

 

[rob mafia]

Intel posted what CEO Bob Swan characterized as the "best quarter in company history" today, exceeding its revenue targets by $1.2 billion on its way to a record $19.2 billion in overall revenue.


Record. Fucking. Profits.

lolwut?

dude, did you even read it? their pc division is down substantially. and with all the global cloud growth, their data center (err, "data centric," as they changed their own criteria...) segment wasn't up by much (4%, and was actually down by 6% in volume). they're shifting to IoT, "mobile eye," and ai. their cpus are all down.

there's a reason why their stock dropped $3 after the spike. intel, as usual.

also, i didn't say their q3 would be bad. i said it would be "mediocre." i said their q4 (ie: current, to the time) would be bad.

 

[Madmick]

For the love of God take the L and clap that clamhole. Ryzen launched in March 2017.



Intel is fucked!

Read more. Speak less.

 

[jefferz]

lolwut?

dude, did you even read it? their pc division is down substantially. and with all the global cloud growth, their data center (err, "data centric," as they changed their own criteria...) segment wasn't up by much (4%, and was actually down by 6% in volume). they're shifting to IoT, "mobile eye," and ai. their cpus are all down.

there's a reason why their stock dropped $3 after the spike. intel, as usual.

also, i didn't say their q3 would be bad. i said it would be "mediocre." i said their q4 (ie: current, to the time) would be bad.

You've repeated that Intel is fucked. 3rd quarter would be mediocre. blah blah blah
And yet the earnings report shows the opposite.

Because once again I was ahead of the curve.

As I said before. It's a put up or shut up enterprise.

Ahead of the curve because you agreed with a major media publication? That's not ahead of the curve, that's following.

Also, once a publication shows bias towards one brand, they can't be trusted.

 

[rob mafia]

You've repeated that Intel is fucked. 3rd quarter would be mediocre. blah blah blah
And yet the earnings report shows the opposite.

the earnings report where they beat their (cut) guidance and had a decline in cpu sales, both from consumer and data center?

did you even skim it?

YOY comparison: Revenue flat, GM down 5.6%, R&D and MG&A cut 7%, Operating Income down 12%, Net Income down 6%.

 

[rob mafia]

For the love of God take the L and clap that clamhole. Ryzen launched in March 2017.

View attachment 666461

Intel is fucked!

Read more. Speak less.

lolwut? it's funny that you even post this despite vanishing from your own subforum for ~2 weeks and evading all the blizzard shit.

<[analyzed}>

lolz @ posting a chart that's WAY below the s&p while claiming that.

edit: and that's including the buybacks they've been doing. the only question is the timing of the $20B in buybacks.

 

[PEB]

Intel hardly doomed but AMD chipping away at Intel high margin server market. With EPYC AMD will see high growth being more affordable then comparable Intel chips. This on top of being the biggest chip AMD ever invented with like 32 billion transistors.

This will have massive speed boost and support 4 channels of memory and over a terabyte of ram. With an new switching fabric and this will see a 40 percent improvement over previous server chips.

Profits are in server market with demand increasing on the higher end market.

 

[rob mafia]

YOY comparison: Revenue flat, GM down 5.6%, R&D and MG&A cut 7%, Operating Income down 12%, Net Income down 6%.

~$4B in buybacks during q3. $20B in buybacks approved

kind of. i'm saying they're currently fucked and will be fucked for the foreseeable future. at least, as far as the cpu side goes.

edit: company-wide, i suspect their q3 earnings with be mediocre. i suspect their q4 (now) will be bad.

 

[jefferz]

the earnings report where they beat their (cut) guidance and had a decline in cpu sales, both from consumer and data center?

did you even skim it?

Record Breaking Profits.

 

[rob mafia]

Record Breaking Profits.

it wasn't record profits, it was revenue. you really do have no idea how to read this...

YOY comparison: Revenue flat, GM down 5.6%, R&D and MG&A cut 7%, Operating Income down 12%, Net Income down 6%.

they cut their r&d and did/are doing stock buybacks, while just slashing their margin. ie: their plan is to try to coast/stall until 2021, while keeping their SP afloat.

profits were down 6%. derp. let me guess, you didn't even know that the guidance they beat was a guidance that they cut... AND essentially pulled extra income from q4 via sped up deliveries to avoid tariffs.

 

[jefferz]

it wasn't record profits, it was revenue. you really do have no idea how to read this...



they cut their r&d and did/are doing stock buybacks, while just slashing their margin. ie: their plan is to try to coast/stall until 2021, while keeping their SP afloat.

profits were down 6%. derp. let me guess, you didn't even know that the guidance they beat was a guidance that they cut... AND essentially pulled extra income from q4 via sped up deliveries to avoid tariffs.

Blah blah blah Intel’s fucked blah blah blah

 

[rob mafia]

Blah blah blah Intel’s fucked blah blah blah

"RECORD. FUCKING. (down 6% yoy [and down 8% by intel's "comprehensive net income"] ) PROFITS." aka 'how do i read a balance sheet!?'

and yeah, they're fucked. might even be worse than i figured, since they basically gave up and cut their r&d (and their margins in q4) and the buybacks seem fucking weird in that position (i mean, it's one way to cut dividends, haha, but...)

not only did you jump the gun by 3 months, but you didn't even know how to read the balance sheet and went on about "record breaking profits" - that are down...

 

[PEB]

So it looks like AMD is admitting their architecture is behind Intel even as their chips have closed the gap. It comes down to instructions per clock cycle and data pipelines as well as the floating point instruction rate.

They plan on working on new architecture with future designs and it sounds like Zen 4 will be the last of the Zen architecture.