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Forum: Article discussion 08-18-2014, 04:19 PM
Replies: 1,332
Views: 147,108
Posted By krumme
Star Swarm doesn't have a master thread as we...

Star Swarm doesn't have a master thread as we know it or Huddy or even Johan from dice knew it. I dont know how they do it. But hopefully some of the methods can be applied to other engines and non...
Forum: Article discussion 08-18-2014, 04:03 PM
Replies: 73
Views: 5,839
Posted By krumme
Increasing cost per transistor is as much a...

Increasing cost per transistor is as much a function of the market volume as process cost.

What the graph therefore also shows is the asumptions of consumers unwillingness to pay for better perf....
Forum: Article discussion 02-05-2014, 09:22 AM
Replies: 194
Views: 18,934
Posted By krumme
Because Intel move variable cost to more fixed...

Because Intel move variable cost to more fixed cost. You'd be surprised.
You dont manage business on marginal cost or marginal revenue. If Intel cost structure was so fantastic shareprice would not...
Forum: Article discussion 02-04-2014, 03:37 PM
Replies: 39
Views: 7,518
Posted By krumme
Yeaa. Lol. Great surprice. Wtf !!!

Yeaa. Lol. Great surprice. Wtf !!!
Forum: Finance, Legal, Policy 01-22-2014, 01:05 AM
Replies: 29
Views: 3,467
Posted By krumme
Good idea. I think they neee their comming arm...

Good idea. I think they neee their comming arm stuff for that. Then they can use their good gpu stuff.
Forum: Finance, Legal, Policy 01-21-2014, 04:04 PM
Replies: 29
Views: 3,467
Posted By krumme
The consoles drives up visual 30% to near 900m. ...

The consoles drives up visual 30% to near 900m.
Cost keeps in check vs q3.
Slightly higher cost due to eg personal performance payment (sounds good)
Expect gf payment of 250m q1 2014. Kaveri must...
Forum: Finance, Legal, Policy 01-21-2014, 03:40 PM
Replies: 29
Views: 3,467
Posted By krumme
Q4 2013 Results • AMD revenue of $1.59 billion,...

Q4 2013 Results
• AMD revenue of $1.59 billion, increased 9 percent sequentially and 38 percent year-over-year
• Gross margin of 35 percent
• Operating income of $135 million and non-GAAP(1)...
Forum: CPUs 01-14-2014, 03:28 PM
Replies: 3,536
Views: 516,144
Posted By krumme
Considering how beefed up excavator is and is...

Considering how beefed up excavator is and is supposed to max at 65w is that really possible on gf 20nm with 3.5-3.8GHz??

The problem for amd imho is not speed. This apu is fast where it matters;...
Forum: CPUs 01-14-2014, 03:16 PM
Replies: 3,536
Views: 516,144
Posted By krumme
Well we dont actually know how denser the process...

Well we dont actually know how denser the process is because we dont know where the transistors went :) + who else is going to use this bulk process?. Lol.

Whatever, this product looks good for...
Forum: Article discussion 01-03-2014, 04:48 AM
Replies: 66
Views: 10,906
Posted By krumme
This article is worth paying for ;) 4 of this...

This article is worth paying for ;) 4 of this level a year and its fine.
Forum: Article discussion 01-03-2014, 04:36 AM
Replies: 1,332
Views: 147,108
Posted By krumme
I hope you are right. Imo it looks like Stalhart...

I hope you are right. Imo it looks like Stalhart could have done something about the trolls but i know its not easy.
The mantle thread gained a lot of attention from outside and also from the staff...
Forum: Article discussion 12-06-2013, 12:00 PM
Replies: 201
Views: 29,877
Posted By krumme
Its student. I dont have any professional need of...

Its student. I dont have any professional need of it. Just curiosity.

Its highly personal if you think its worth it. There is perhaps 4 articles that is very interesting for me over a year. Will I...
Forum: Article discussion 12-05-2013, 05:56 PM
Replies: 201
Views: 29,877
Posted By krumme
I asume you can not see the content... ...

I asume you can not see the content...

Because i can and i dont complain ;)
Forum: CPUs 10-29-2013, 04:43 PM
Replies: 3,536
Views: 516,144
Posted By krumme
The last piece of Hawai gpu from Charlie might...

The last piece of Hawai gpu from Charlie might give some extra insight here?:

"ACEs having access to every CU is a major step towards utilization efficiency, it will be interesting to see how well...
Forum: CPUs 08-17-2013, 02:48 AM
Replies: 1,009
Views: 254,178
Posted By krumme
Probably nothing on the hardware. But i guess its...

Probably nothing on the hardware. But i guess its a requirement for the Intel ultrabook deals.

Intel wont let Amd into that profitable segment. The oem knows and act accordingly to get the good...
Forum: Article discussion 02-06-2013, 04:07 AM
Replies: 23
Views: 2,396
Posted By krumme
As they say in the TV series Fringe, when the bad...

As they say in the TV series Fringe, when the bad guys rob a bank going through 1 meter of solid steel by transforming the steel to soft rubber; It requires a huge knowledge in quantum physics :)
Forum: Article discussion 10-19-2012, 05:09 AM
Replies: 167
Views: 38,157
Posted By krumme
Well AMD have good products for 2013, that...

Well AMD have good products for 2013, that probably can keep them alive for 2013, but then what?

14nm Atoms is comming. 10w Haswell. Strong A15...., and then in a shrinking market, and bad...
Forum: Article discussion 10-18-2012, 04:43 PM
Replies: 167
Views: 38,157
Posted By krumme
Agree - not matter how this exit run is, they can...

Agree - not matter how this exit run is, they can not keep value.

McKinsey can only improve productivity, and in this economic climate, and with the delays, it can only keep the boat afloat a...
Forum: Finance, Legal, Policy 08-10-2012, 06:50 AM
Replies: 12
Views: 3,288
Posted By krumme
This clearly shows AMD made the wrong pricing...

This clearly shows AMD made the wrong pricing decisions during the last two quarters, as i can see it?

Defend margins !!!

RR that was a bad one :)

We are in for some serious pricecuts from...
Forum: Finance, Legal, Policy 07-26-2012, 05:58 PM
Replies: 64
Views: 11,662
Posted By krumme
I think a very interesting thought is: what if...

I think a very interesting thought is: what if Samsung behaved like it owned AMD?

They are so big the can sort of start to act like that :)
Forum: Finance, Legal, Policy 07-26-2012, 05:55 PM
Replies: 64
Views: 11,662
Posted By krumme
Thats a very valid argument, but it looks better...

Thats a very valid argument, but it looks better from the AMD side of the table. Add sharing ressouces all over the value chain is more than difficult.
Forum: Finance, Legal, Policy 07-26-2012, 01:36 PM
Replies: 64
Views: 11,662
Posted By krumme
AMD is just way to small all over for what they...

AMD is just way to small all over for what they do. Samsung should buy it for a penny. Probably the ip agreement with Intel prevents it i guess?
Forum: Finance, Legal, Policy 07-23-2012, 03:30 PM
Replies: 32
Views: 8,007
Posted By krumme
Intel have dumped cpu on the market for ages to...

Intel have dumped cpu on the market for ages to keep amd profit down just above survival level. For that otellini is proclaimed the biggest innovator and can have lunch with the president. Rr needs...
Forum: Finance, Legal, Policy 07-21-2012, 04:38 PM
Replies: 32
Views: 8,007
Posted By krumme
Okey i take the ban then... Samsung please...

Okey i take the ban then...

Samsung please buy this pile of mess before it gets funny.

RR did fail big time this round was on him. Comming from retail he thougt margins could easily be...
Forum: Finance, Legal, Policy 06-08-2012, 07:40 PM
Replies: 55
Views: 10,486
Posted By krumme
In near competitive market, no one would have the...

In near competitive market, no one would have the selves for themselves. Not even close.

Ofcourse AMD dont have the financiial strength to pay for display, because Intel constantly just keeps them...
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