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[Yahoo-Finance] AMD to Host Core Innovation Update News Conference - Page 11

post #101 of 325
Quote:
Intel

I get a sense Intel is stalling to not be called a monopoly and be hurt by Antitrust laws. They could be stalling to not obliterate AMD CPUs or they simply enjoy their virtual monopoly. Even on the GPU venue I was never convinced they really are incompetent to design a good one. Though I would believe first an argument involving restrictions from patents of NVIDIA and AMD. But even without any of that, their on-board GPUs are quite capable for their tiny size and lack of VRAM. I wouldn't be surprised if they already compete or dominate on the performance venue if they are scaled up. But if that were to become true, they would be even more exposed to antitrust laws. And in this case NVIDIA doesn't have a duopoly coexistence with them (yet?). At least AMD is a partner in their duopoly of x86 patents with Intel.
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post #102 of 325
Quote:
Originally Posted by fateswarm View Post

I get a sense Intel is stalling to not be called a monopoly and be hurt by Antitrust laws. They could be stalling to not obliterate AMD CPUs or they simply enjoy their virtual monopoly. Even on the GPU venue I was never convinced they really are incompetent to design a good one. Though I would believe first an argument involving restrictions from patents of NVIDIA and AMD. But even without any of that, their on-board GPUs are quite capable for their tiny size and lack of VRAM. I wouldn't be surprised if they already compete or dominate on the performance venue if they are scaled up. But if that were to become true, they would be even more exposed to antitrust laws. And in this case NVIDIA doesn't have a duopoly coexistence with them (yet?). At least AMD is a partner in their duopoly of x86 patents with Intel.

Intel is stalling because they can make more money producing processors slightly better but not completely. When you're top dog corporate you only want to produce just enough more than the competition to milk the profit in and keep it growing. You introduce something way too powerful for the current generation you'll never make a return over time.
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post #103 of 325
Yeah, It's what I meant with "or they simply enjoy their virtual monopoly". But I can't get it out of my head. That "they failed on GPUs" argument for example seems thin. What if they just don't want to do it?
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post #104 of 325
Quote:
Originally Posted by SpeedyVT View Post

Like memory on board! That's possible! However greatly limit our upgrade potential. Heck my laptop mobo has memory circuit spots on the board which confused me a bit.

GDDR5M is supposed to come in typical SODIMM form factor IIRC. So upgrading shouldn't be an issue.
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post #105 of 325
Quote:
Originally Posted by geoxile View Post

GDDR5M is supposed to come in typical SODIMM form factor IIRC. So upgrading shouldn't be an issue.

I hope so! I would love to have like 512bit 8gb SODIMM in a laptop with 512 GCN cores.
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post #106 of 325
Thread Starter 
Quote:
Originally Posted by fateswarm View Post

Yeah, It's what I meant with "or they simply enjoy their virtual monopoly". But I can't get it out of my head. That "they failed on GPUs" argument for example seems thin. What if they just don't want to do it?
They are too unexperienced they even tried to get around it by buying a x86 to DX interpreter. Iris Pro puts up an impressive front but it is all an act I assure you.

The reason why it is an act is because they greatly scaled up the die and the second is where they had to use L4 cache to make it not flop it just isn't up to the challenge. And as long as their mobile venture doesn't return a profit they won't get the chance from the investors to try big again.

http://blogs.barrons.com/techtraderdaily/2014/04/22/intel-8b-to-10b-needed-to-break-even-in-wireless-says-morgan-stanley/?mod=yahoobarrons&ru=yahoo

The ones saying Intel will bleed money due to their foundries may be right but on the other hand if Intel can keep controll over laptop, desktop and server markets they'll be fine
post #107 of 325
Quote:
Originally Posted by maarten12100 View Post

They are too unexperienced they even tried to get around it by buying a x86 to DX interpreter. Iris Pro puts up an impressive front but it is all an act I assure you.

The reason why it is an act is because they greatly scaled up the die and the second is where they had to use L4 cache to make it not flop it just isn't up to the challenge. And as long as their mobile venture doesn't return a profit they won't get the chance from the investors to try big again.

http://blogs.barrons.com/techtraderdaily/2014/04/22/intel-8b-to-10b-needed-to-break-even-in-wireless-says-morgan-stanley/?mod=yahoobarrons&ru=yahoo

The ones saying Intel will bleed money due to their foundries may be right but on the other hand if Intel can keep controll over laptop, desktop and server markets they'll be fine

Not to mention, in pretty much all the benchmarks I've seen of Iris Pro, it has the absolutely lowest minimum framerate of ALL tested iGPU's, even Intel's own. That right there is a dealbreaker.
post #108 of 325
Quote:
Originally Posted by maarten12100 View Post

They are too unexperienced they even tried to get around it by buying a x86 to DX interpreter. Iris Pro puts up an impressive front but it is all an act I assure you.

The reason why it is an act is because they greatly scaled up the die and the second is where they had to use L4 cache to make it not flop it just isn't up to the challenge. And as long as their mobile venture doesn't return a profit they won't get the chance from the investors to try big again.

http://blogs.barrons.com/techtraderdaily/2014/04/22/intel-8b-to-10b-needed-to-break-even-in-wireless-says-morgan-stanley/?mod=yahoobarrons&ru=yahoo

The ones saying Intel will bleed money due to their foundries may be right but on the other hand if Intel can keep controll over laptop, desktop and server markets they'll be fine

If AMD switched to Graphene giving them a better processor for the market it'd definitely make Intel bleed. Owning so many plants and getting them to switch is like stopping a bullet train at full speed. It'll just crash and burn without them having their own frab plant able to produce their own.
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post #109 of 325
It sure would! And then AMD would be selling simple single cores to begin with for hundreds, if not thousands, that would be grossly outperformed by Intel's offerings because graphene is such a new thing and is so ridiculously expensive that they would never get a return on their investment. I assure you, the announcement will be boring. Don't get your hopes up.
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post #110 of 325
Quote:
Originally Posted by CynicalUnicorn View Post

It sure would! And then AMD would be selling simple single cores to begin with for hundreds, if not thousands, that would be grossly outperformed by Intel's offerings because graphene is such a new thing and is so ridiculously expensive that they would never get a return on their investment. I assure you, the announcement will be boring. Don't get your hopes up.

Graphene is more affordable than silicone material wise, it's more expensive to bring fabs up to date. That's the difference. AMD doesn't own fabs they are free to pick and choose. Also yields better than silicone so fewer bad chips, but it's definitely the cost of updating fabrication plants. You can't really turn Graphene based gates off either, but AMD did obtain a patent that resolves that issue.
Edited by SpeedyVT - 4/24/14 at 1:37pm
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