> It's an interesting theory, but just because Intel is off-schedule.. why > would you think AMD is positioned to capitalize?
If SA is right, Intel is not off schedule but rather off the rails. -- Doug > > 1) Do they have the mindshare? > 2) Do they have the software to back up nice hardware? > 3) Big machines are contractually locked down years in advance > > That leaves small and mid market opportunities... Where can they make a > move in time and how? (Don't get me wrong.. I'm a big fan of AMD and wish > them all the best luck) > > On Tue, Jul 3, 2018 at 2:39 AM, Jeff Johnson > <jeff.john...@aeoncomputing.com >> wrote: > >> I think this has been oncoming for a while. While Intel has been doing >> the >> Tick-Tock march for a while they have also been bringing in new concepts >> to >> get avoid hitting a wall with the architecture. >> >> First it was single to dual to multi-core. Next was pulling devices into >> the die. HBM slated to come into the die. Where do you go from there if >> physics is fighting you at â¤10nm? >> >> I think we're looking at a repeat of 2003, AMD is about to start eating >> their lunch for a while. >> >> Just one guy's opinion, and you know what they say about opinions... >> >> >> On Mon, Jul 2, 2018 at 8:30 AM, Douglas Eadline <deadl...@eadline.org> >> wrote: >> >>> >>> These two stories from SemiAccurate are a bit disconcerting. >>> >>> There is a bit of company dirty laundry that make the Krzanich >>> firing seem silly, but the money statement is: >>> >>> "Yields of fully working chips rounds to zero. Intelâs 10nm process >>> flat >>> out doesnât work and SemiAccurateâs sources are telling us about >>> the >>> continuing struggle for Intel." >>> >>> SemiAccurate has been following this issue for a while. More details >>> are available for paid subscribers (anyone here?) Charlie Demerjian >>> is usually more right than wrong about this stuff. >>> >>> https://semiaccurate.com/2018/06/29/intels-firing-of-ceo-bri >>> an-krzanich-is-a-cover-for-deeper-problems/ >>> >>> https://semiaccurate.com/2018/07/02/intel-custom-foundrys-10 >>> nm-meltdown-is-crushing-a-20b-market-cap-tech-giant/ >>> >>> >>> >>> -- >>> Doug >>> >>> -- >>> MailScanner: Clean >>> >>> _______________________________________________ >>> Beowulf mailing list, Beowulf@beowulf.org sponsored by Penguin >>> Computing >>> To change your subscription (digest mode or unsubscribe) visit >>> http://www.beowulf.org/mailman/listinfo/beowulf >>> >> >> >> >> -- >> ------------------------------ >> Jeff Johnson >> Co-Founder >> Aeon Computing >> >> jeff.john...@aeoncomputing.com >> www.aeoncomputing.com >> t: 858-412-3810 x1001 f: 858-412-3845 >> m: 619-204-9061 >> >> 4170 Morena Boulevard, Suite C - San Diego, CA 92117 >> >> High-Performance Computing / Lustre Filesystems / Scale-out Storage >> >> _______________________________________________ >> Beowulf mailing list, Beowulf@beowulf.org sponsored by Penguin Computing >> To change your subscription (digest mode or unsubscribe) visit >> http://www.beowulf.org/mailman/listinfo/beowulf >> >> > > -- > MailScanner: Clean > > _______________________________________________ > Beowulf mailing list, Beowulf@beowulf.org sponsored by Penguin Computing > To change your subscription (digest mode or unsubscribe) visit > http://www.beowulf.org/mailman/listinfo/beowulf > -- Doug -- MailScanner: Clean _______________________________________________ Beowulf mailing list, Beowulf@beowulf.org sponsored by Penguin Computing To change your subscription (digest mode or unsubscribe) visit http://www.beowulf.org/mailman/listinfo/beowulf
