Dayman1225
Golden Member
- Aug 14, 2017
- 1,160
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Well ICL server dies are much larger than anything client, so that makes sense.
Problem is 10 nm so far has not shown much if any decrease in power consumption, so they are still going battle heat and power consumption on more than 8 cores.
Acceleration is acceleration no matter when it starts.
I dont know. My take on it is, its stakeholder communication saying we are track whatever the realities is.
Anyways. What matters for financial results is, how your cashcows are flowing and performing - not the future potential stars. Goes for all business.
Dont underestimate the part of the business that is outside of the physical product. Eg. Intels sales organization is aparently extremely competent in supplying competence, knowledge and concept to not only reduce their customers TCO but also support their long term goals. They sell business.
It's very difficult to build such organization, and I think Lisa and Amd just realized they needed some new people here.
Maybe he’s using his time there because it is good? There was an Anandtech article on its innovations.
I find him highly knowledgeable in so many parts of ICs design. This presentation is a gem:
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coercitiv
Diamond Member
- Jan 24, 2014
- 7,332
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Very well put, and the followup post is also on point.
One thing to add though: while in the short term supply constrained equals higher revenue for Intel, it does not necessarily mean the same for OEMs. So while Intel would only feel the pain after another node flop, system integrators might already be under pressure to insure this type of situation doesn't happen again. Intel borderline lying about 10nm progress in the past won't help ease their fear either.
This may have long term consequences even if Intel turns the ship around with late 10nm / 7nm.
Lakefield and Elkhart Lake/Jasper Lake. I know they were announced in 2019 but till now they are not available in the market, so Intel might count these for 2020.
Accelerated? Are they releasing an own-branded metamphetamine called The Keller SpeedStep?
Also, just in time.
Also, just in time.
Richie Rich
Senior member
- Jul 28, 2019
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That's not exact. If you accelerate from zero, you have always high acceleration with smaller input power. Acceleration from high speed is way harder. That's valid for physics as well as for development. When Intel was almost 4 years static it makes sense they are talking about acceleration now.
The guy is superb and at all levels.
Problem is like the video you linked, and unfortunately since he joined intel from day one it's interviews, videos, presentations, ... and not only him, Raja too.
Like if he had anything to do with those products, because he didn't work at intel at that time. Pretty sure intel with so many employees could have asked someone else to do it....
Three or four years after he joined intel, ok he could do all those.
It already started so many times it must be warp level by now.
I think it was in this thread about 2 months ago that someone said they've never been so sure about shorting a stock as INTC at that time. Well, the stock is up 19% since then
Dayman1225
Golden Member
- Aug 14, 2017
- 1,160
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Could someone explain this? Why is google translate so bad for Chinese?
That's the stock buyback for ya.
Bob did say that they were expecting earnings this year to be front loaded. Which I find strange.
From what I understand after CML-S and RKL-S on LGA 1200, ADL-S follows on LGA 1700, and it's gonna be fabbed at 10+++nm.
Then he speculates the reason for the increase in the pin count is next gen I/O such as DDR5 and PCIE gen 5.
DDR5 is reasonable, PCIE gen 5 would be a very pleasant surprise though.
Has it ever occured to you, that everything is always on track, quarter to quarter, for like 3 straight years in a row? From now on, the acceleration itself can be on track too in every call 🤣 - so simple, they just have to change/postpone things on the roadmap between quarterly reports, so in every earnings call everything is always on track. Now, if the investors are OK with this, fine. Good times for speculators
Very well put. One thing though, intel is not borderline lying. Intel is lying week to week for 3 years now about 10nm. They are just doing it so, that it is borderline legal.
Markfw
Moderator Emeritus, Elite Member
- May 16, 2002
- 27,186
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I was talking to a friend who left Intel 5 years ago. He just keeps pointing to the stock prices, and says he is happy. I told him about my EPYC processors, and he says "sounds good", but denies anything is wrong at Intel, because the stock price is good.Has it ever occured to you, that everything is always on track, quarter to quarter, for like 3 straight years in a row? From now on, the acceleration itself can be on track too in every call 🤣 - so simple, they just have to change/postpone things on the roadmap between quarterly reports, so in every earnings call everything is always on track. Now, if the investors are OK with this, fine. Good times for speculators
You made a post, that almost made sense for a change! To me, at least. I have one objection though, to your last sentence. For anyone who'd want to invest in intel in mid-term, it has to be VERY concerning, that they're just starting to accelerate when BS told now they would.
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