Recent content by liahos1

Icelake SP Geekbench 5 submission - Linux Stepping 4 - Single - 1089 Multi -27708 https://browser.geekbench.com/v5/cpu/3009347

This seems aggressive....What are you hearing on 10nm wpm by year end 2020? I want to see if what I'm hearing aligns with what you're hearing.

:tearsofjoy::tearsofjoy:

how are they making money in a way that is bad for the industry? According to many in here, they should be getting crushed by AMD bc of cinebench results? Maybe there is a misunderstanding between what actually drives purchases in the market vs the tech analysis people use in here?

you could say the same thing about cascade vs rome. the proof is in the pudding. amd did like ~250mln of epyc revs in the quarter. In q3 they said 50% seq growth for epyc. In q4 they said "strong double digit". Why be vague? Intel did 7.2bln of DCG revenue in Q4 and had asp up mid single...

intel is what you call "sandbagging" the 2h of the year. Its pretty obvious thats why the stock ripped. AMD on the other hand - looks like they lost server share in q4, and are set to lose pc share q4'19 to q1'20. Thats why the stock tanked.

It looks like intel is set to gain pc share in q1 per amds guidance. I think once icelake server is out in 2h things get ugly. gg thanks for playing!

Thank you for the business analysis, but what do you think the accelerated 10nm products are?

Intel just posted record financial results - 20.2bln of Q4'19 revenue, wall street expected 19.2bln - Guided to 19bln of Q1'20 revenue, wall street expected $17.2 - DCG was up 19% yoy at 7.2bln, beating analyst esimates of 6.4bln - CCG was at 10bln, beating analyst estimates of 9.74bln - They...

Because inventory build is typically a quarter before sales/rev rec

It was either in the first or second quarter financial results. Check the calls and 8k/10qs

do you live in a world of numbers? Epyc revenues grew 80mln in q3 from q2. Intel grew DCG 1.4bln. That is your definition of eating alive?

thats not true. pc market grew in 2019 based on windows 7 eol support. If you look at last 5 years of data the desktop market shrunk considerably faster than the notebook market.

Why?

Maybe thats the case? It's the smallest market within the pc space and the one that is declining the fastest. Intel is capacity constrained. A tick of the 9900k would be a pretty small die. Smaller than TGL-U for sure. I'm just trying to go through the thought processes.