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

[Madmick]

If you’re talking about a mobo being able to take a cpu upgrade in the future, then it’s currently a wash. Intel almost always abandons previous gen mobos when they release a new cpu. That’s one thing I do hate about their model vs amd.

No, they've run a "tick-tock" cycle. Two gens of CPUs on the same board. Unless they get to their next nm fabrication with the next release, I'd expect the next gen to be compliant with this one. But as I pointed out, the Z690 motherboard's superiority for future upgradeability is about a lot more than the CPU (which I think get upgraded even by AMD users in an incredibly rare number of cases).

 

[Blayt7hh]

No, they've run a "tick-tock" cycle. Two gens of CPUs on the same board. Unless they get to their next nm fabrication with the next release, I'd expect the next gen to be compliant with this one. But as I pointed out, the Z690 motherboard's superiority for future upgradeability is about a lot more than the CPU (which I think get upgraded even by AMD users in an incredibly rare number of cases).

Yes at best you’ll get one cpu generation upgrade out of it. Intel has a known business practice of killing off its mobos. This is one area where AMD is usually the better company to go with, though they are switching sockets next generation for the first time in a long time so the timing is not in their favor. When I build intel, I just assume that there won’t be many upgrade options down the road

 

[PEB]

Intel is being smart and targeting the largest segment of gamers, 1080p.
https://store.steampowered.com/hwsurvey/

I think outside of Sherdog the largest market for PC's would be considered anywhere from entry level to mid-level on Sherdog. Intel has learned a ton from its past practices to try to reach out to the larger consumer base. Intel would likely never admit this but I bet they are still smarting over passing up on doing gaming APU. I believe that Intel passing up on doing a gaming APU for Sony was a huge blunder. Both Microsoft and Sony poured billions into AMD allowing them to continue development of new generations of chips.

 

[jefferz]

Anyone with a B350 or X370 motherboard won't be able to upgrade to the Zen 3 refresh. And anyone with a B450 or X470 won't be guaranteed to be supported, and will likely face restrictions even if they are eligible to manually retrieve an unofficial BIOS that isn't pushed via Windows.

Of course, none of that has anything to do with the fact Intel offers the best CPU at every available price point, currently.

AMD Explores Adding Ryzen 5000-series Support to 300-series Chipsets
"I know that this has been a topic that, honestly, gets a lot of attention and a lot of discussion within AMD," David McAffee continued. "I'm not joking when I say that - I've literally had three conversations on this very topic today. And I'm not talking about with members of the press; I'm talking about internal conversations within our engineering teams and planning teams to understand what options we have and what we can do, and how can we deliver the right experience for a 300-series motherboard user who wants to upgrade to a 5000-series processor."

That might be more complicated than expected, however, since power delivery requirements have also changed throughout generations. AMD has scaled its AM4 socket from eight Zen cores in a single CPU up to 16 with AMD's flagship Ryzen 9 5950X CPU, and you can be sure that power requirements are different between them. It's likely that any move in this area would require a per-motherboard validation, and again, AMD didn't promise anything: but there's at least a light at the end of the tunnel.

ASRock First to Support AMD Ryzen 5000 CPUs on X370 Chipsets
ASRock has become the first AMD motherboard partner to release official BIOS updates for its X370 series motherboards that add support for AMD's current-gen Ryzen 5000 (Vermeer) CPUs. AMD originally told Tom's Hardware of potentially officially sanctioned modernizing of 300-series motherboard CPU compatibility in our interview with AMD's Corporate VP and GM of the Client Channel business, David McAfee, last week at CES 2022.


No words yet on the Zen 3 refresh cpu compatibility but we shall see.

 

[Bob Gray]

I'm just happy everything running ok with the Intel is 10 gen budget build. Just showing my garage workshop setup all DIY. It's budget give the price of all the parts as a whole.

Sweet Moses, I can only imagine how much midget porn one could fit into that monitor at once.

 

[My Spot]

Looks like Intel isn't out of business yet. Hmm...

 

[rob mafia]

Looks like Intel isn't out of business yet. Hmm...

yeah, that was definitely the argument.

canned ceo and execs, buying from tsm, losing server share, losing market cap (and losing to the market) while everyone else ~tripled...

definitely haven't been fucked. doing AWESOME.

 

[My Spot]

yeah, that was definitely the argument.

canned ceo and execs, buying from tsm, losing server share, losing market cap (and losing to the market) while everyone else ~tripled...

definitely haven't been fucked. doing AWESOME.

Still in business though.

 

[rob mafia]

Still in business though.

thanks, captain. never said otherwise.

 

[PEB]

Sweet Moses, I can only imagine how much midget porn one could fit into that monitor at once.

I use it for Youtube videos for following videos on 3D printing teaching me how to use my printer, woodworking and machining because my work area is pretty far from my workstation not to get wood or metal fragments into the computer equipment. Sometimes for gaming with one or two people in VR or AR hopefully soon enough so people can see what the person sees in their VR or AR headset. But go ahead with your fantasies if that what floats your boat.

 

[My Spot]

thanks, captain. never said otherwise.

Never said you did. Yet you still responded.

 

[rob mafia]

Never said you did. Yet you still responded.

yeah, weird how i'd respond to a post directed toward me in this thread that's basically my thread (not because i'm OP but due to the thread mergers and how i'm banned from most threads in arcade).

weird. uncanny.

 

[PEB]

yeah, that was definitely the argument.

canned ceo and execs, buying from tsm, losing server share, losing market cap (and losing to the market) while everyone else ~tripled...

definitely haven't been fucked. doing AWESOME.

Pat doing what he needs to do to shore up their business but the long term is much like Apple working with Microsoft famously Jobs getting booed on the show floor by introducing Bill Gates. Bill knew he had Jobs in the unlikely position begging for some Microsoft investment in return giving Microsoft exclusivity on the Mac. platform. At the time Jobs had little option but to work with Bill Gates because Bill thrown out a life line to him. TSMC is giving priority to Intel and likely unlike Nvidia paying huge upfront fee Intel getting good treatment because they own tons and tons of patents and still have a ton of sway in chip manufacturing advancements now working with IBM on 3nm designs. On a side note Bill Gates rather small investment in Apple at the time ended up up being worth billions of dollars I believe.



https://www.cnbc.com/2017/08/29/steve-jobs-and-bill-gates-what-happened-when-microsoft-saved-apple.html#:~:text=When Jobs announced the $150,also a new business opportunity.

 

[rob mafia]

Pat doing what he needs to do to shore up their business but the long term is much like Apple working with Microsoft famously Jobs getting booed on the show floor by introducing Bill Gates. Bill knew he had Jobs in the unlikely position begging for some Microsoft investment in return giving Microsoft exclusivity on the Mac. platform. At the time Jobs had little option but to work with Bill Gates because Bill thrown out a life line to him. TSMC is giving priority to Intel and likely unlike Nvidia paying huge upfront fee Intel getting good treatment because they own tons and tons of patents and still have a ton of sway in chip manufacturing advancements now working with IBM on 3nm designs. On a side note Bill Gates rather small investment in Apple at the time ended up up being worth 10's of billions of dollars I believe.

k

 

[PEB]

k

Point is Pat playing long ball building factories and signing business deals with Global Foundries, Samsung and IBM to work on developing 3nm and potentially smaller chip processes. No doubt TSMC is aware of Intel's plans but to avoid US government actions against them while they open US factories.

 

[My Spot]

yeah, weird how i'd respond to a post directed toward me in this thread that's basically my thread (not because i'm OP but due to the thread mergers and how i'm banned from most threads in arcade).

weird. uncanny.

Yep, weird and uncanny how quickly you responded despite me not mentioning you or quoting.

 

[rob mafia]

Point is Pat playing long ball building factories and signing business deals with Global Foundries, Samsung and IBM to work on developing 3nm and potentially smaller chip processes. No doubt TSMC is aware of Intel's plans but to avoid US government actions against them while they open US factories.

lolz, k

Yep, weird and uncanny how quickly you responded despite me not mentioning you or quoting.

 

[Madmick]

Pat doing what he needs to do to shore up their business but the long term is much like Apple working with Microsoft famously Jobs getting booed on the show floor by introducing Bill Gates. Bill knew he had Jobs in the unlikely position begging for some Microsoft investment in return giving Microsoft exclusivity on the Mac. platform. At the time Jobs had little option but to work with Bill Gates because Bill thrown out a life line to him. TSMC is giving priority to Intel and likely unlike Nvidia paying huge upfront fee Intel getting good treatment because they own tons and tons of patents and still have a ton of sway in chip manufacturing advancements now working with IBM on 3nm designs. On a side note Bill Gates rather small investment in Apple at the time ended up up being worth billions of dollars I believe.



https://www.cnbc.com/2017/08/29/steve-jobs-and-bill-gates-what-happened-when-microsoft-saved-apple.html#:~:text=When Jobs announced the $150,also a new business opportunity.

Point is Pat playing long ball building factories and signing business deals with Global Foundries, Samsung and IBM to work on developing 3nm and potentially smaller chip processes. No doubt TSMC is aware of Intel's plans but to avoid US government actions against them while they open US factories.

Yep. Intel building yet another factory. This one $20bn. This in addition to the two new facilities in Arizona, and the one in the EU. Altogether we're talking about ~$100bn invested in new manufacturing.
Intel Reportedly Preparing to Build New Chip Factory in Ohio

Imagine how little one would have to understand about business to say a business doing this is "fucked". But ermagerd, stock buybacks! Certainly no successful companies with fantastic long-term prospects buyback stocks, right?
S&P 500 Buybacks Set A Record High

• Buybacks remained top heavy with the top 20 issues accounting for 53.8% of Q3 2021 buybacks, down from Q2 2021's 55.7%, down from the dominating 77.4% in Q3 2020, and up from the pre-COVID historical average of 44.5%.

Issues:
The five issues with the highest total buybacks for Q3 2021 are:

• Apple (AAPL) continued to be the poster child for buybacks as it again spent the most of any issue, with the Q3 2021 expenditure ranked eighth highest in S&P history. For the quarter, the company spent $20.5 billion, down 20.1% from Q2 2021's $25.6 billion. Apple holds 17 of the top 20 record quarters (QUALCOM holds #6, T-Mobile holds #18 and International Business Machines holds #20). For the 12-month period, Apple spent $92.5 billion on buybacks, up from the prior period's $76.0 billion. Over the five-year period, they have spent $348.3 billion and $487.6 billion over the ten-year period.
• Alphabet (GOOG/L) was next: $15.0 billion for Q3 2021, up from $8.4 billion in Q2 2021; the 12-month September 2021 expenditure was $31.5 billion versus $8.7 billion for the 12-months ending September 2020.
• Meta Platforms, formerly Facebook (FB): $12.6 billion for Q3 2021, down from $12.8 billion in Q2 2021; the 12-month expenditure was $44.7 billion versus $29.3 billion.
• Oracle (ORCL): $9.9 billion for Q3 2021, up from $4.2 billion in Q2 2021; the 12-month expenditure was $17.9 billion versus $14.5 billion.
• Microsoft (MSFT): $8.8 billion for Q3 2021, up from $8.0 billion in Q2 2021; the 12-month expenditure was $25.0 billion versus $19.8 billion.

S&P 500 20 LARGEST Q3 2021 BUYBACKS, $ MILLIONS

1. Apple
2. Alphabet
3. Meta Platforms
4. Oracle
5. Microsoft
6. JPMorgan Chase
7. Berkshire Hathaway
8. Bank of America
9. Charter Communications
10. Union Pacific
11. Lowe's
12. Home Depot,
13. Morgan Stanley
14. Procter & Gamble
15. Citigroup
16. Walmart
17. HCA Healthcare
18. Visa
19. Chubb
20. Mastercard

2021 setting the annual record for buybacks above 2018.

 

[rob mafia]

Yep. Intel building yet another factory. This one $20bn. This in addition to the two new facilities in Arizona, and the one in the EU. Altogether we're talking about ~$100bn invested in new manufacturing.
Intel Reportedly Preparing to Build New Chip Factory in Ohio

Imagine how little one would have to understand about business to say a business doing this is "fucked". But ermagerd, stock buybacks! Certainly no successful companies with fantastic long-term prospects buyback stocks, right?
S&P 500 Buybacks Set A Record High

2021 setting the annual record for buybacks above 2018.

lolz @ still thinking the point was anti-buybacks vs emphasizing buybacks when they're getting their shit pushed in. did buybacks solve their hardware/margin problem? or did it just line bob swann's pockets? how did cutting their r&d years ago (while cranking out $20B/year in buybacks) work out for them?

lolz @ thinking that the capex they're facing is a good thing... tell me more "about business."

the irony is that this is all laid out in like the 2nd post, where i referred to margins. but i guess you'd need to know an iota "about business" to get that.

imagine STILL arguing as if you were ever even close to right when intel's gone nowhere/backwards since this thread started and every other semi company has thrived.

imagine being so ignorant "about business" that you actually somehow took 'buybacks are bad' from this thread because you moronically ACTUALLY believed that was my point.

 

[Halifax]

Yes, I was already aware of all this. I've been posting charts. Catch up. In fact, I've posted references to this source (it's a German market). Notice how the R5-3600 and the R7-3700X are the bestsellers? Remember that lesson?

Intel is getting clobbered in CPU gaming sales right now with the R5-3600 outselling their entire lineup in some market around the globe. That doesn't mean "Intel is fucked". Check Jefferz's posts about operating profits in 2018. Intel is much bigger than just gaming CPUs, and the business of this industry is much more complex than can be conveyed from one chart. The meaningfulness of this hardware all evaporates in the next several years. None of this is going to be relevant for much longer, and Intel is in much better shape than AMD has been for nearly a decade.

Measure your rhetoric. Acquire knowledge.

As long as they adjust and don't follow blackberry's example of "Eh who cares, we own the business sector", they can recover.