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  • AMD: 2016 Will Mark Something Unique [View article]
    Ashraf
    You are such a stupid anti-AMD person its no wonder you refuse to take official slides from AMD FAD 2015 while referring to some other slides which for all we know might be completely fake. You remember how many slides were cooked up before AMD FAD 2015. All of them were wrong. Here is another set of fake slides which talked about Zen APU in 2016 on FP4 socket(notebook) and FM3 socket (desktop).

    http://bit.ly/1dEk6KA

    Funnily Bristol Ridge is the same name for the APU on the slides which you are showing and the fake one above. So you want to ignore official AMD slides while referring to non official AMD slides. what amazing rationale.

    AMD's official slides for 2016 talk of Mobile APUs on FP4 and Desktop APUs on AM4 sharing the socket with Zen FX CPUs.

    http://bit.ly/1HwTBCY

    There are no further details as to the actual CPU cores, GPU cores, procees node etc. Right now anything you say other than what AMD officially revealed is just wild speculation based on non-official (most probably fake ) slides and might I say spreading FUD.
    Jul 4, 2015. 09:27 AM | 1 Like Like |Link to Comment
  • Advanced Micro Devices Will Live To Fight Another Battle [View article]
    ephud
    "On a speculative note, why wouldn't some big bucks corporate raider buy AMD just to hold a gun to Intel's head? Just a thought."

    Thats because the AMD management has belief in their ability to compete with Intel. AMD's Board of Directors is backing their management so thats all that matters. Its another matter whether someone believes AMD can compete or not. Its a matter of 15-18 months before we find out if Zen is competitive. If Zen based products are not competitive the end for AMD will come swiftly. AMD has to start repaying their debts by 2019. Even if Zen is competitive it will take 2017 for AMD to show consistent profits and enough cash flow to start repaying debts. So if that does not happen then the end is sure for AMD as we know. Lets wait and see how this plays out.
    May 23, 2015. 01:28 AM | 1 Like Like |Link to Comment
  • Advanced Micro Devices Will Live To Fight Another Battle [View article]
    ephud
    I talked about acquisition or Change of Control party clause. you are looking at breach of agreement. WTF. are you dumb ?

    In the event of any termination of this Agreement pursuant to Section 5.2(c), and subject to the provisions of Section 5.2(e), the rights and licenses granted to both Parties under this Agreement, including without limitation the rights granted under Section 3.8(d), shall terminate as of the effective date of such termination.
    May 23, 2015. 01:22 AM | Likes Like |Link to Comment
  • Advanced Micro Devices Will Live To Fight Another Battle [View article]
    xxavatarxx
    What litigation ? If AMD get acquired, Intel will renegotiate a fresh agreement with the new acquiring entity and move on. Intel uses AMD x86-64 which is the fundamental technology driving their cash cow - Data Center Group which sells servers. You think Intel would risk a USD 15 billion dollar business with >> 60% gross margins (DCG margins are much higher than corporate average gross margins which is in the 60s%) and which is growing yearly at 10-15%.

    Intel is as dependent on AMD x86-64 as AMD is dependent on Intel x86. Both cannot sell their products without having the licenses to each other's tech.

    btw Intel's fines are for anti-trust behaviour and has nothing to do with their patents. Intel had to pay a record USD 1.4 billion fine which the EU imposed on them for anti-trust behaviour in 2009. Intel even tried to appeal EU's fine and lost. South Korea fined them too in 2008.

    http://bit.ly/1sO4hE2

    http://reut.rs/1CnW6WA

    http://nyti.ms/1AjgxVc

    Intel and AMD resolved their anti-trust legal dispute in exchange for Intel paying AMD a one time charge of USD 1.25 billion

    http://bit.ly/1Lscabn.

    Intel also settled with US FTC which called for strict restrictions on Intel's behaviour.

    http://1.usa.gov/1LscarQ

    So you see Intel's x86 patents and AMD's x86-64 patents are equally valuable. Both companies need each other's patents to do business.
    May 22, 2015. 06:39 AM | 3 Likes Like |Link to Comment
  • Advanced Micro Devices Will Live To Fight Another Battle [View article]
    ephud
    you should stop trolling and read the agreement properly. If you cannot understand ask someone else. In the event of an acquisition of AMD or Intel the agreement is terminated and all licenses granted to INTEL and AMD are terminated. so stfu.
    May 22, 2015. 03:06 AM | Likes Like |Link to Comment
  • Advanced Micro Devices Will Live To Fight Another Battle [View article]
    xxavatarxx
    improve your reading comprehension. The agreement states

    http://1.usa.gov/1texh7U


    c) Termination Upon Change of Control. Subject to the terms of, and as further set forth in, Sections 5.2(d) and 5.2(e), this Agreement shall automatically terminate as a whole upon the consummation of a Change of Control of either Party.

    [****] = Certain confidential information contained in this document, marked by brackets, has been omitted and filed separately with the Securities and Exchange Commission pursuant to Rule 24b-2 of the Securities Exchange Act of 1934, as amended. Confidential treatment has been requested with respect to the omitted portions.
    - 18 -
    INTEL & AMD CONFIDENTIAL

    (d) Effects of Termination.

    (i) In the event of any termination of this Agreement pursuant to Section 5.2(a), and subject to the provisions of Section 5.2(e), the rights and licenses granted to any terminated Licensed Party(ies), including without limitation the rights granted under Section 3.8(d), shall terminate as of the effective date of such termination, but the rights and licenses granted to the non-terminated Licensed Party(ies) (including without limitation the Terminating Party and all of its non-terminated Subsidiaries) shall survive such termination of this Agreement subject to the non-terminated Licensed Party’s(ies’) continued compliance with the terms and conditions of this Agreement.

    (ii) In the event of any termination of this Agreement pursuant to Section 5.2(c), and subject to the provisions of Section 5.2(e), the rights and licenses granted to both Parties under this Agreement, including without limitation the rights granted under Section 3.8(d), shall terminate as of the effective date of such termination.

    So its clear in the event of an acquisition of either company the agreement terminates and all licenses are also terminated for both parties. Get some reading comprehension lessons instead of trolling the forums.
    May 22, 2015. 03:05 AM | 1 Like Like |Link to Comment
  • AMD's Processor Roadmap And Its Implications For Consoles [View article]
    Pablo87
    High Bandwidth memory (HBM) is going to be used in APUs. AMD has even confirmed a high performance server APU in 2017. Similarly desktop/notebook APUs shall also get HBM. With HBM you do not need a discrete GPU of similar size (I mean the GPU portion of the APU). So if a 200-220 sq mm APU has a 100-120 sq mm GPU portion then unless you want to Crossfire to add performance you do not need a 100-120 sq mm discrete GPU. In fact there is a good chance that HBM completely eliminates system DDR4 RAM. So the entire PC is basically an APU with 8 GB HBM (gen 2)and a bandwidth of 256 GB/s. That will do wonders to power and form factor reduction. Some revolutionary form factors with amazing battery life can be designed. The gaming experience you get from notebooks with APU will be even better than notebooks with dedicated GPU of a similar size as all communication between CPU and GPU is on-die (very high speed and low latency) and the system memory (HBM) will have very high bandwidth.
    May 22, 2015. 12:24 AM | 3 Likes Like |Link to Comment
  • Advanced Micro Devices Will Live To Fight Another Battle [View article]
    ephud

    "I would not consider Kumar to be an expert on such matters."

    Nobody would take a stupid troll's (you) opinion on such matters instead of AMD CFO

    "That point is not clear"

    If its not clear to you then shut up. AMD CFO said there is no problem in the x86-license in the event of a M&A. If you want to disprove that show evidence from the Intel-AMD agreement which proves AMD will lose the x86 license(Intel holds the patents/rights) while Intel will keep the x86-64 license (AMD holds the x86-64 patents/rights) in the event of a takeover. If you cannot do that shut up.
    May 21, 2015. 02:54 AM | 8 Likes Like |Link to Comment
  • AMD's Processor Roadmap And Its Implications For Consoles [View article]
    Technology Investing

    "Oddly, none of these questions got asked at this meeting, which has to make you wonder what these analysts are there for. I'll ask the readers, wasn't that close to one of the first things you were wondering when you saw the roadmaps? Their future development of their successful low-end processors and console chips seem obvious targets for questions."

    You should see the AMD FAD 2015 Q&A. The question as to whether there will be more CAT cores was answered by Mark Papermaster. 2:24:30

    http://bit.ly/1IQLjWN

    AMD is leveraging the scalability of FINFET to scale Zen from low power mobility to high end desktops and servers. Its not surprising. You see how the Intel big core Broadwell is found in chips from 5W to 150W. Core M is a 82 sq mm dual core Broadwell chip with 5W TDP. We will see dual / quad core chips (Core i3/i5/i7 ) and the high end 16+ core Broadwell Xeon server chips (> 300 sq mm die size). Similarly Zen will scale from tablet chips(5w) to high end desktops/servers (130- 150w).

    So I do not understand why you wrote this article. Lisa Su said at AMD Core Innovation Update in May 2014 that Zen is a key addition to AMD's semi-custom IP portfolio. I am betting that the next gen consoles will use a version of Zen (maybe Zen+) alongwith a next gen graphics architecture and High Bandwidth Memory. At 16/14nm FINFET the Zen core is likely to come in at < 10 sq mm. At 10nm that core is < 5 sq mm. If we look at the next gen consoles launching in late 2019 or late 2020 (based on the current trend of 6-7 year life cycle) they will most likely be manufactured at the 10nm node.

    Intel won't sell Core M at Atom prices because of the margins they want. AMD on the contrary can provide Core M performance at slightly lower prices but still with very healthy margins (much better than you can get with selling Atom or Cat core based chips) . AMD Zen's IPC and single thread performance will be competitive with Intel big cores in notebooks and servers which usually run at lower clocks (2.0 - 2.5 Ghz (base) and 3.0 - 3.5 Ghz (turbo). In high end desktop where the CPUs can run at 4.5+ Ghz with overclocking Intel will continue to hold the edge due to their superior high performance / high frequency CPU optimized process node. So other than HEDT AMD can compete with Zen everywhere else - tablets, notebooks, desktops, servers, embedded.
    May 21, 2015. 02:39 AM | 1 Like Like |Link to Comment
  • AMD: This Intel Ankle-Biter Is On Its Way To Substantial Profits [View article]
    "However just because I don't see AMD being competitive with Intel doesn't mean I think AMD articles should be left as a playground for the AMD pumpers. I know semiconductor tech is a difficult area for the average retail investor, so I kind of feel an obligation to expose guys like you and goamdfx. Personally I don't get anything out of this."

    Anybody who depends on you for investing advice is screwed. btw moron I don't troll Intel threads and have not been frequenting seekingalpha. Lookup how much I have posted in the last 6 months. You on the other hand are on a religious mission to bash AMD and are basically completely obsessed about it. btw I seriously pity the company you work for cause I am sure you must be doing this from work too as your troll posts are there 24x365.
    May 20, 2015. 06:10 AM | 2 Likes Like |Link to Comment
  • AMD: This Intel Ankle-Biter Is On Its Way To Substantial Profits [View article]
    cincinnatus
    "Here's an example of a pumper. He used to write under the handle raghunathan78. If you bought when this article was published last year you'd have bought at around $4.30/share."

    If you read my article I lay out exactly that AMD's weakness is their single thread integer performance which they will correct with a new high performance x86 CPU microarchitecture. We now know that Zen is a high performance CPU core with SMT similar to Intel's big cores. This addresses AMD's biggest weakness of weak single thread performance.

    I also clearly state that whats holding back their APUs is bandwidth and that HBM will be the solution to that problem. There is no doubt that AMD has a vastly superior GPU architecture compared to Intel.

    "The first problem with that statement is AMD didn't have any performance leadership to "maintain". AMD couldn't beat the then current Haswell processors, and they didn't have a prayer in attempting to "maintain" this phantom lead over Broadwell and Skylake."

    Hey moron improve your knowledge - I talked about Total compute which is CPU+GPU performance and not just CPU single thread performance. Anyway AMD pretty much confirmed their APUs will get HBM with their HBM disclosures yesterday on the next gen flagship Radeon. HBM is the perfect solution for the APU's bandwidth problems.

    I look forward to reminding you how AMD has overall compute leadership in 2017 when a Zen APU with HBM launches. We will judge it against Intel's best whatever it is at the time. Till then you can keep trolling the AMD articles.
    May 20, 2015. 06:04 AM | 3 Likes Like |Link to Comment
  • AMD: This Intel Ankle-Biter Is On Its Way To Substantial Profits [View article]
    cinci
    this is a classic case of pot calling kettle black. people like you are not in any position telling others they are pumpers. what are you ? Intel fanboy or Intel pumper or both ? funny guy. you don't even realize you are the worst of the kind you accuse others of. now go find some Intel article to go about worshipping your idol.

    you, xxavatarxx are some of the worst offenders constantly spamming AMD articles comments with your trash. Looks like you guys have a lot of time to kill. Either you guys don't have a job or are doing a horrible job at work. So find something useful to do with your time.

    Why should such a small company like AMD bother you guys since anyway you believe Intel is invincible. So let others believe AMD can turnaround their situation while you keep believing that AMD will fold up and let time prove everything else.
    May 16, 2015. 02:52 PM | 5 Likes Like |Link to Comment
  • AMD: This Intel Ankle-Biter Is On Its Way To Substantial Profits [View article]
    Realtor
    Thats some serious rubbish. There are some who are paid to bash AMD i guess.
    May 14, 2015. 02:58 AM | 1 Like Like |Link to Comment
  • AMD: This Intel Ankle-Biter Is On Its Way To Substantial Profits [View article]
    xxavatarxx
    Just as soon as the Intel loyalists came in to bash AMD :-)
    May 14, 2015. 12:56 AM | 3 Likes Like |Link to Comment
  • AMD: This Intel Ankle-Biter Is On Its Way To Substantial Profits [View article]
    Arnold

    "I never worked on mobile, and that problem is probably not really a design problem any more, it's actually a marketing problem at this point, and it looks like it will go away over the next couple of years."

    Thats your belief. So you see just like you believe Intel will do well in mobile there are others who believe AMD will return to being a competitive alternative in PCs and servers. I know you won't like that idea being an Intel employee but thats what everyone in the server industry wants and the general PC consumer market wants.

    Intel smartly combined the Mobile and Communications division with its money minting PC Client Group as they won't have to face the question as to when mobile will be profitable and how much they are losing in that division. In 2014 it was more than USD 4 billion.

    http://intel.ly/1JJqJ9r

    btw AMD haven't raised debt recently so they are not asking for money and are managing their resources efficiently cutting down low priority business like Seamicro dense server systems business. Its very clear that you don't want Zen to bring AMD back into the server and high end PC market. But thats exactly what its going to do. I have confidence in Jim Keller, his technical experience and his leadership. The guy is a legend. Anyway this question as to whether AMD can compete will be resolved in late 2016.
    May 14, 2015. 12:53 AM | Likes Like |Link to Comment
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