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(Barron's)   Nvidia nside   (barrons.com) divider line
    More: Interesting, Advanced Micro Devices, client note Monday, Stock market, analyst Toshiya Hari, Intel Corporation, Dot-com bubble, Nvidia shares, largest U.S. semiconductor maker  
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1089 clicks; posted to Business » on 07 Jul 2020 at 2:45 PM (5 weeks ago)   |   Favorite    |   share:  Share on Twitter share via Email Share on Facebook



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2020-07-07 2:19:33 PM  
All Intel had to do the last few years was one die shrink tik and they'd have been gold, but no, that was too hard.

/hopefully zen 3 gives intel yet another kick in their lazy-ass nards
 
2020-07-07 3:02:00 PM  
Not surprising given that every cryptidiot on the planet has been buying their overpriced GPUs to mine coins for the last 2-3 years.
 
2020-07-07 3:05:05 PM  
I thought that the end of crypto hype would hurt them more than it did.
 
2020-07-07 3:14:49 PM  

Dick Gozinya: Not surprising given that every cryptidiot on the planet has been buying their overpriced GPUs to mine coins for the last 2-3 years.


I was under the impression that the home mining fad died a while back? NVidia actually came under fire at one point as their shares took a good hit after they promised the gravy train was going to keep going.  I remember 9xx/10xx/Titan cards hitting the used market by the truckload.

Everyone's in on the "machine learning" craze.  Got coworkers trying to get purchasing to approve GPU orders with totals in the 5-to-6-figure-$$$ range to play with.
 
2020-07-07 3:15:39 PM  

gameshowhost: All Intel had to do the last few years was one die shrink tik and they'd have been gold, but no, that was too hard.

/hopefully zen 3 gives intel yet another kick in their lazy-ass nards


Firing their former CEO with an engineering background and replacing him with a finance guy whose main focus was pumping the EPS with stock buybacks instead of competing with AMD and NVIDIA didn't help, either.
 
2020-07-07 3:16:44 PM  

Rapmaster2000: I thought that the end of crypto hype would hurt them more than it did.



That's because these thigns are not on/off switches but curves that change over time.

yes crypto hype is clearly on the death bed, but that just means a down trend in the curve of sales not an immediate end to them.

So it'll be more like a temporary revenue boost due to a pop culture trend, like making bank of pet rocks or bell bottoms. As long as you didn't assume this money flow was to be ongoing, you'll be able to  make good use of it rather than become dependent.
 
2020-07-07 3:44:12 PM  

gameshowhost: All Intel had to do the last few years was one die shrink tik and they'd have been gold, but no, that was too hard.

/hopefully zen 3 gives intel yet another kick in their lazy-ass nards


Ironically, they could've delivered on a more modest process improvement but they were too ambitious. Regardless, it's great to see AMD back in the game. I used them from K6-II to K10 and only switched to Intel when Bulldozer came out with its reverse hyperthreading bs.  Intel absolutely needed a kick in the pants.
 
2020-07-07 3:44:21 PM  
Given people are offloading computation from the CPU to the GPU in order to take advantage of massive parallelization, this isn't surprising.
 
2020-07-07 4:54:52 PM  

falkone32: gameshowhost: All Intel had to do the last few years was one die shrink tik and they'd have been gold, but no, that was too hard.

/hopefully zen 3 gives intel yet another kick in their lazy-ass nards

Ironically, they could've delivered on a more modest process improvement but they were too ambitious. Regardless, it's great to see AMD back in the game. I used them from K6-II to K10 and only switched to Intel when Bulldozer came out with its reverse hyperthreading bs.  Intel absolutely needed a kick in the pants.


Yeah I was w/ AMD since the K6 era too, but I jumped to an i-2500k ~2 yrs after it came out and my whatever the hell it was Athlon was just too much suck.

/am still running that exact i-2500k ( ._.) and mobo... waiting to see how big navi and zen 3 do before i upgrade but i gotta upgrade this thing, dammit
 
2020-07-07 6:56:52 PM  
Intel's getting its ass kicked in the high-end desktop market by AMD right now, and Apple just dropped them, so of course its stock is going to tank.
 
2020-07-07 7:20:14 PM  
People still buy Intel parts?

*laughs in 7nm*
 
2020-07-08 1:51:16 AM  

Dick Gozinya: Not surprising given that every cryptidiot on the planet has been buying their overpriced GPUs to mine coins for the last 2-3 years.


No they haven't. 99 percent of crypto mining is done with specialized ASICs now, and has been for several years. Also most mining is not done at home, but in large mining pools which reduce the reward variance.

The chipmaker stock which has been pumped the most by crypto mining, up until 2019, is XLNX.
 
2020-07-08 7:42:35 AM  
Unless Intel pulls around with some surprise tech they'd been sitting on (unlikely), I think my 9900K is the last CPU I'll be getting from them for a while.

Meanwhile please oh please Intel and AMD get some GPUs going that compete with xx80TIs, RTX series showed up at a ridiculous price point and need to be pushed down through competition.
 
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