AMD mentioned 135 Mobile design wins - that is MUCH more then anytime I can remember - AMD will have high end models NVDA would be stupid to price them self out with a more expensive INTC CPU.
Ive read this about Dell in the past 1 mill chips I think you can check the adoredTV vid about intel monopolistic practices to back this - but i guess we both get the point. :)
I asked him a question once on twitter and he blocked me lol - great guy - that kind of delusion is probably what got INTC into this mess to begin with.
Interesting choice for INTC's new CEO - so its a battle between a CEO numbers guy against a CEO with a doctorate in engineering. finance or tech we will see who makes out here.
They have a lot to do to hit 2021 - they need a new design (Most likely an MCM and they need to tailor it to the new node) One of charlie's articles had an INTC internal memo saying they wont be competitive until 2023. I think maybe getting a CEO in place immediately would help too - who is...
Be careful when assuming the increase in revenues was due to demand and volumes - if you look at the report much of the revenue growth was due to pricing. ASP's were higher for desktop and data center.
"But that isn't what we're talking about. If you undercut the competition, you're competing on price, not mindshare or brand perception."
No - I was a pricing manager for years - there are many reasons to have strategy on price - In AMD's situation they need market share to scale up volume...
"Forums don't have boards for ASUS, EVGA, etc. They have boards for AMD and NVidia. "
That is because the barrier to entry in dGPU market is ridiculously high but the fact remains you cant buy a dGPU from either company and sit in a room with it by itself (Its a part -not a product) . The...
"Mindshare is real. Call it consumer perception, if the term bothers you, but the impact is real."
Peter - Its fine to disagree and its not personal - and nothing bothers me, but here is my point - NVDA doesn't make a product - they make a part that goes into a product. They have control over...
Just a thought on "Mindshare" that is a popular term for NVDA and their dominance. I believe that is basically a Myth and ill explain why IMHO. INTC never had any incentive to lean in and use AMD dGPU's as they are also a competitor so it made more sense to go NVDA (Even when AMD had better...
there is no doubt that AMD will try and push that advantage - It is a big advantage from a supply chain and cost perspective as both parts cost less than their competitors + additional rebate
AMD needs market share - OEM Designs - AMD has struggled to get OEM's to make laptops and PC's -(This is due to a past bad experience with their execution) AMD wants design wins and will stay at the most competitive price they can. Their margins with Ryzen are fine if you look at their revenue...
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