AMD Reports Third Quarter 2020 Financial Results, and its looking good

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#5847163
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And this is why Intel isn't "dead". AMD's net revenue is basically pocket change compared to Intel's. It's great AMD is doing so well but as much as Intel is withering away, they're so gigantic that it's going to take years until anything happens to them, at which point they'll probably rebound.
#5847170
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schmidtbag:

And this is why Intel isn't "dead". AMD's net revenue is basically pocket change compared to Intel's. It's great AMD is doing so well but as much as Intel is withering away, they're so gigantic that it's going to take years until anything happens to them, at which point they'll probably rebound.
Some of what you say is correct, however Intels fortunes will really take a hit once investors start to pull away in significant volumes, if they dont have an answer to AMD by Q2 next year then I suspect that is when the pinch will start to be felt, nothing focuses a large investor more than devaluation through poor performance, I dont see Intel being on a par with AMD for several Years CPU wise, I do see Arm making inroads into the x86 and IOT market though, consider this in just over 36 Months Intel has gone from leadership to bargain basement AMD is ahead in just about every sphere they compete with in CPUs...where will they be in another 12 Months?
#5847183
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schmidtbag:

And this is why Intel isn't "dead". AMD's net revenue is basically pocket change compared to Intel's. It's great AMD is doing so well but as much as Intel is withering away, they're so gigantic that it's going to take years until anything happens to them, at which point they'll probably rebound.
nobody wants Intel and any other company in this sector to die, what we need is competition everywhere and profit for the consumer.
#5847250
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while its far too soon to write Intel's obituary, it's never too early to dance on their grave 😱 joking. but seriously folks, AMD has been the investor's darling throughout and despite market fluctuations. both Intel and AMD have invested heavily in FGPA production and enterprise solutions to feather their bottom line during Covid. but the sneak thief in the night could well be Nvidia/ARM in 10 years time.
#5847302
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I have cautious optimism for the Xilinx purchase, and the fact that Victor Peng is going with them to AMD and a few directors to the board means hopefully they are retaining the meaningful talent in Xilinx. I hope this doesn't go the way of the ATI purchase though! As for Nvidia/ARM, the more I look at it, the more I feel there will opposition to the purchase unless the embargo on IP of US goods to China to lifted. Not sure if this will happen, will be interesting to watch. I know Nvidia and China have quite a lot of projects overlapping, but not sure how they would circumvent US law on this one.
#5847305
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schmidtbag:

And this is why Intel isn't "dead". AMD's net revenue is basically pocket change compared to Intel's. It's great AMD is doing so well but as much as Intel is withering away, they're so gigantic that it's going to take years until anything happens to them, at which point they'll probably rebound.
And I agree with this comment, I will only add that very large organisations, particularly with foundries, also have big running costs for upkeep. Intel can't sit still for long otherwise they would have to sell off more parts of their business IMO, bit like they did recently with their NAND sale.
#5847504
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suty455:

I do see Arm making inroads into the x86 and IOT market though
ARM will never make inroads into x86, because Intel and AMD will never grant them a license to produce it. Without the license they will be sued into oblivion if they release an x86 compatible chip.
#5847513
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Richard Nutman:

ARM will never make inroads into x86, because Intel and AMD will never grant them a license to produce it. Without the license they will be sued into oblivion if they release an x86 compatible chip.
They dont need to make the chip all they need is software to be compatible Apple is already going down that route
#5847609
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suty455:

Some of what you say is correct, however Intels fortunes will really take a hit once investors start to pull away in significant volumes, if they dont have an answer to AMD by Q2 next year then I suspect that is when the pinch will start to be felt, nothing focuses a large investor more than devaluation through poor performance, I dont see Intel being on a par with AMD for several Years CPU wise, I do see Arm making inroads into the x86 and IOT market though, consider this in just over 36 Months Intel has gone from leadership to bargain basement AMD is ahead in just about every sphere they compete with in CPUs...where will they be in another 12 Months?
Nobody denies that Intel are in a bad spot right now but their luck is the lack of competition. In the x86 area it´s them or AMD and the latter simply doesn´t have the enough supply to cover the entire market, resulting in intel still selling a lot of CPUs, even if they are worse. ARM is an "unknow" threat because now one knows if there´s real demand for them but i think to say it´s going to take a while before they can make Intel and AMD sweat in the server area. So Intel is safe for the next years, their biggest problem is going to be their stock prices, that are going to suffer because of lower demand and lack of potential growth in key areas.
#5847878
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Richard Nutman:

ARM will never make inroads into x86, because Intel and AMD will never grant them a license to produce it. Without the license they will be sued into oblivion if they release an x86 compatible chip.
The rate of advance in uArch and node is making x86 vulnerable look to Apple