By: Adrian (a.delete@this.acm.org), July 30, 2022 1:39 am
Room: Moderated Discussions
Bill G (bill.delete@this.g.com) on July 30, 2022 1:14 am wrote:
> Intel’s net income over the last 4 quarters is 6x AMD’s net income ($19B vs $3.4B). Intel’s revenue
> over the last 4 quarters is 4x AMD’s revenue ($73B vs $19B). Short-term stock prices are driven by a casino
> mentality and the type of histrionics you see on shows like “Squawk on the Street”. Intel did have a bad
> quarter and Intel’s CFO said Sapphire Rapids will ramp “mainly in 2023”. Both AMD’s Genoa and the
> High Bandwidth Memory (HBM) version of Sapphire Rapids look impressive on paper. It remains to be seen if
> either company can deliver these chips at a reasonable price and without serious bugs, especially security
> bugs. Pat Gelsinger is Intel’s first good CEO since Andy Grove. It’s unreasonable to expect him to fix
> what has been broken at Intel for 10+ years when he has been there for less than a year and a half.
Intel claims that the main reason for the delay in the deployment of Sapphire Rapids is that they have discovered late a serious security bug, so they had to make a new revision of the design and a new set of masks for the mass production version.
Hopefully they do indeed prioritize the quality of the product, i.e. the lack of major bugs, vs. time to market.
> Intel’s net income over the last 4 quarters is 6x AMD’s net income ($19B vs $3.4B). Intel’s revenue
> over the last 4 quarters is 4x AMD’s revenue ($73B vs $19B). Short-term stock prices are driven by a casino
> mentality and the type of histrionics you see on shows like “Squawk on the Street”. Intel did have a bad
> quarter and Intel’s CFO said Sapphire Rapids will ramp “mainly in 2023”. Both AMD’s Genoa and the
> High Bandwidth Memory (HBM) version of Sapphire Rapids look impressive on paper. It remains to be seen if
> either company can deliver these chips at a reasonable price and without serious bugs, especially security
> bugs. Pat Gelsinger is Intel’s first good CEO since Andy Grove. It’s unreasonable to expect him to fix
> what has been broken at Intel for 10+ years when he has been there for less than a year and a half.
Intel claims that the main reason for the delay in the deployment of Sapphire Rapids is that they have discovered late a serious security bug, so they had to make a new revision of the design and a new set of masks for the mass production version.
Hopefully they do indeed prioritize the quality of the product, i.e. the lack of major bugs, vs. time to market.
| Topic | Posted By | Date |
|---|---|---|
| AMD passes Intel in market cap | anonymous2 | 2022/07/29 05:47 PM |
| AMD passes Intel in market cap | Adrian | 2022/07/29 10:15 PM |
| AMD passes Intel in market cap | Bill G | 2022/07/30 01:14 AM |
| AMD passes Intel in market cap | Adrian | 2022/07/30 01:39 AM |
| AMD passes Intel in market cap | Groo | 2022/08/01 12:25 PM |
| AMD passes Intel in market cap | Ethan | 2022/08/01 03:01 PM |
| AMD passes Intel in market cap | Groo | 2022/08/01 04:23 PM |
| AMD passes Intel in market cap | Michael S | 2022/07/30 01:18 PM |
| AMD passes Intel in market cap | anon | 2022/08/02 10:43 AM |
