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Tom Luongo  

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  • Early Mantle Results Support AMD's Low Power Strategy [View article]
    @asH9 Office-as-a-service is one of my main reasons for being bullish on MSFT last year. That is effectively what Office365 is and for $10/month for any professional needing office for 5 licenses it is dirt cheap and great value.

    This is the main argument for MSFT dropping their licensing costs on Win 8 yesterday. That alone and a 1 year sub to office 365 with the purchase of a Win 8 tablet would drop the price differential between MSFT and Android in mobile devices considerably.

    The the platform needs to be there to run it properly. I suspect Mullins has a good chance of pulling this off.
    Feb 20, 2014. 10:48 AM | Likes Like |Link to Comment
  • New Technology Proving Its Worth For Advanced Micro Devices [View article]
    @David Gigabyte mini-ITX Ultra Durable.

    Yeah the water cooler was a vanity thing. I was flush in January for once. :)
    Feb 19, 2014. 07:50 PM | Likes Like |Link to Comment
  • Early Mantle Results Support AMD's Low Power Strategy [View article]
    @asH9 I think you may be right and with INTC delaying all 14nm until next year if AMD is ready with mullins for the back-to-school product refreshes, there could be a very interesting 2H to this year. Temash already beats BT. Mullins should be in a class by itself in terms of gaming on tablets.
    Feb 19, 2014. 07:47 PM | Likes Like |Link to Comment
  • New Technology Proving Its Worth For Advanced Micro Devices [View article]
    @Meir you mean Quark? Okay. That's funny.
    Feb 19, 2014. 11:18 AM | 1 Like Like |Link to Comment
  • Early Mantle Results Support AMD's Low Power Strategy [View article]
    @ash9 Mullins will be interesting if it really is that much more powerful than Temash at lower TDPs. It will be very hard to keep those out of Windows 8 tablets this year. MSFT management is dumb, but they aren't that dumb. The optimizations in Win 8.1 for AMD APUs proves that there is some movement happening.
    Feb 19, 2014. 11:18 AM | Likes Like |Link to Comment
  • Early Mantle Results Support AMD's Low Power Strategy [View article]
    @ashH9 It's the Dell 8" tablet that was on sale last fall.... whatever the model is. It's a BT chip and it's been really buggy.
    Feb 19, 2014. 11:16 AM | Likes Like |Link to Comment
  • Early Mantle Results Support AMD's Low Power Strategy [View article]
    @Fib, asH9 I like the price action this week. Pushing up against resistance with no backing down. Any forays below $3.68 are met with strong bids. We're going to get a pop to fill that gap soon. Good trading opportunity.
    Feb 19, 2014. 10:32 AM | 2 Likes Like |Link to Comment
  • Early Mantle Results Support AMD's Low Power Strategy [View article]
    @asH9 I can let you know. My wife has a dell venue pro 8. I haven't futzed with it much. But I can let you know.
    Feb 19, 2014. 10:31 AM | Likes Like |Link to Comment
  • New Technology Proving Its Worth For Advanced Micro Devices [View article]
    @Digi and how much of intel's is?

    Now, look at opex and capex requirements for Intel vs. AMD and this discussion changes considerably. It doesn't take long for a chip maker to be in real trouble if they don't perform. I expect Intel to not fight fair but frankly their market share where they are strong can only go down and at least one of those markets is shrinking due to both their and MSFT's unwillingness to shift with market demands quickly enough.
    Feb 19, 2014. 12:27 AM | Likes Like |Link to Comment
  • New Technology Proving Its Worth For Advanced Micro Devices [View article]
    @stock and @Digi ... and do not forget the 800 lb gorilla in the room now... ARM. Intel isn't even trying to compete with AMD at this point and AMD is shifting away from directly attacking Intel where they are strong. The fight has changed and defining it from that perspective is what I find fascinating. AMD is 'hittin' them where they ain't' right now to build long term relationships and revenue streams in the corners of the market where Intel is not focused.
    Feb 19, 2014. 12:23 AM | 4 Likes Like |Link to Comment
  • New Technology Proving Its Worth For Advanced Micro Devices [View article]
    @TUCKEY AMD does. This is their show.
    Feb 18, 2014. 09:28 PM | 1 Like Like |Link to Comment
  • New Technology Proving Its Worth For Advanced Micro Devices [View article]
    @Digi Given how good those results are for GPGPU compute as OpenCL I would think that it is critical to the future.
    Feb 18, 2014. 09:27 PM | 1 Like Like |Link to Comment
  • New Technology Proving Its Worth For Advanced Micro Devices [View article]
    @Digi 1) Jaguar is agnostic to HSA. Kabini and Beema are not HSA compliant. There is a difference. HSA was planned for Jaguar but it didn't make it into the shipping product. Puma is simply the next stepping of Jaguar. There is nothing except money holding AMD back from building an HSA-compliant Jaguar derivative.
    1 of 2 options exists for 2016 and AMD's cores. They ditch big cores, as you would prefer and build an HSA-compliant version of Puma on 20nm, minimum 6 cores likely 8 that can operate at a peak of around 3GHz or they shrink Excavator down that low and pull off the same feat within 240mm2.

    The question is which one will operate better in the 8 to 15w envelope married to GCN 2.0 cores.

    There's too much smoke for me to believe that Sony did not implement HSA to some extent in the PS/4 APU.

    As for AMD's lead, I am talking about this marriage of the GPU and CPU as equal partners in dividing up the workload. Pursuing a programming model that does not treat the GPU as an equal will reach an arbitary performance barrier, no matter how good cache latencies, etc. are.

    You can't force parallelism in a vertical pipeline. That's why I'm bullish on AMD. They get that.
    Feb 18, 2014. 09:22 PM | 3 Likes Like |Link to Comment
  • New Technology Proving Its Worth For Advanced Micro Devices [View article]
    @David I have a 7850k running in a mini-ITX box with a 120mm water cooler and a Corsair 650W PSU. 1 Tb hybrid HD and 8 gigs of Kingston Hyper-X 2400 MHz memory. Before anyone screams, it was .... wait for it.... $2 more than the 2133 MHz memory and .....$6 more than the 1866 MHz.

    And yes, without even trying the GPU O/Cs to 1.1 GHZ without a voltage change. There's a lot of room for performance to rise. But, yes, it is memory bandwidth constrained.
    Feb 18, 2014. 08:16 PM | 1 Like Like |Link to Comment
  • New Technology Proving Its Worth For Advanced Micro Devices [View article]
    @Digi I know what you were saying. And I fundamentally disagree. It is a strong value component because it is, like the platform, a more elegant solution to the problem. Could it be better? Yes. Of course Kaveri would be better with GDDR5.

    But, regardless 100 Khashs pool mining LTCs or FTCs at ~$0.50 to $0.70 per day is nothing to sneeze at for a $173 CPU/GPU combo.... and that's really $143 after BF4 is discounted. Will you get rich? No. Will it offset the running costs of your computer? Yes.

    And if memory bandwidth is your only complaint about Kaveri then semi-custom Berlins with fixed memory configurations and GDDR5 become a very compelling compute solution, don't you think?
    Feb 18, 2014. 08:04 PM | 1 Like Like |Link to Comment
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