Re:AMD’s aggressive pricing update on the EPYC 7371
by Fnoord on Friday December 07, 2018 @08:13AM
(#18627354)
Given the future doesn't look very bright for Intel, given ARM at one hand and AMD at the other (with their 10 nm and 7 nm having multiple setbacks) I wouldn't count on Intel doing well in the future. It might end up like Nokia or Microsoft. I wouldn't invest in Intel...
[ Parent
| on HN ]
Re:AMD’s aggressive pricing update on the EPYC 7371
by vtesucks on Friday December 07, 2018 @09:28AM
(#18627905)
Umm Microsoft?
Re:AMD’s aggressive pricing update on the EPYC 7371
by Fnoord on Friday December 07, 2018 @09:36AM
(#18627970)
Microsoft Windows is losing relevance, and Microsoft has been unable to leverage any market position with Windows Phone.
Re:AMD’s aggressive pricing update on the EPYC 7371
by dragontamer on Friday December 07, 2018 @04:56PM
(#18632059)
Microsoft is #1 company by market cap right now. Its... kinda weird to claim that they're dead and/or dying.
Re:AMD’s aggressive pricing update on the EPYC 7371
by Fnoord on Saturday December 08, 2018 @04:03AM
(#18634528)
I never said they're dead or dying. They're losing relevance because they're losing their dominant (monopolist) market position (Windows and Office).
If Intel loses their dominant monopolist market position in the processor market but stays relevant in e.g. the GPU, network card, SSD, and what have you business then I (from my consumer PoV not paying too much plus ethical PoV) am happy. But the shareholders would gain far more from a dominant monopolist market position...
Re:AMD’s aggressive pricing update on the EPYC 7371
by riffraff on Friday December 07, 2018 @04:36PM
(#18631915)
But Microsoft has been successfully repositioning itself as a cloud provider, it will be a few decades before they become irrelevant.
Re:AMD’s aggressive pricing update on the EPYC 7371
by bryanlarsen on Friday December 07, 2018 @09:59AM
(#18628158)
Latest news is that Intel's 7nm is doing quite well, and is on track to start high volume manufacturing in 2h 2019. And given that Intel 10nm is roughly comparable to TSMC 7nm, it's certainly possible that Intel will regain their process advantage very soon.
There are caveats in the above statement, but I certainly wouldn't bet against Intel.
Re:AMD’s aggressive pricing update on the EPYC 7371
by geezerjay on Friday December 07, 2018 @10:53AM
(#18628642)
> Latest news is that Intel's 7nm is doing quite well
This was the very first time I ever heard of this. Do you happen to have a source?
Re:AMD’s aggressive pricing update on the EPYC 7371
by twtw on Friday December 07, 2018 @11:51AM
(#18629213)
I think parent typo'ed. Latest news is volume production for Intel 10nm (~ TSMC 7nm) in 2H19.
Re:AMD’s aggressive pricing update on the EPYC 7371
by pinewurst on Friday December 07, 2018 @11:58AM
(#18629270)
He's probably referring to the likes of this:
https://www.anandtech.com/show/13683/intel-euvenabled-7nm-pr...
Re:AMD’s aggressive pricing update on the EPYC 7371
by geezerjay on Friday December 07, 2018 @01:20PM
(#18630092)
You've quoted a press releas by Intel on how Intel is awesome and there is no problem and everything is peachy.
Not the most trustworthy source of info, I may say.
Re:AMD’s aggressive pricing update on the EPYC 7371
by bryanlarsen on Friday December 07, 2018 @03:06PM
(#18631088)
Press releases are material statements; if Intel is lying or being unrealistically optimistic then investors can sue them and likely win.
Re:AMD’s aggressive pricing update on the EPYC 7371
by throwaway2048 on Friday December 07, 2018 @06:48PM
(#18632744)
I got a bridge to sell you if you think press releases are reliable sources of information.