5/6/19 SemiAccurate Conference Call AMD 28.22 to 27.42

https://www.reddit.com/r/AMD_Stock/comments/bll3pp/notes_from_semiaccurates_cc_with_susquehanna_this/ Charlie Demerjian of SemiAccurate did a conference call with Susquehanna today. A Reddit user Long_on_AMD did an excellent job making a long list of all the pertinent highlights. Here are just some of the points: Intel's 10 nm effort will be a slow rollout, paper launch, and capacity is constrained because only one or… Continue reading 5/6/19 SemiAccurate Conference Call AMD 28.22 to 27.42

4/13/19 SemiAccurate Article plus Intel Discounts 1P Xeon!

https://semiaccurate.com/2019/04/08/intel-launches-cascade-lake-as-xeon-x200/ In this excellent article Charlie Demerjian went over the Intel Cascade Lake Xeon launch from last week. He summed it up with: “The problem for Intel is that in a vacuum, this is a clear win, with competition chomping at their heels it is not. 18+ months for a 6-8% performance increase is not… Continue reading 4/13/19 SemiAccurate Article plus Intel Discounts 1P Xeon!