Recent content by amrnuke

  1. News AMD 3Q23 Results

    Because I get the $0.125 per share now, and if earnings are good, when I sell the stock, the price will be higher, so I get more money then as well And if earnings are good, dividends also go up, meaning along the way, my "now" benefit increases So they're both important, to disregard one or the...
  2. News AMD 3Q23 Results

    Intel had $11.1 bn in cash to start 2023 and have bled $3.5 bn Q1-Q3 (31.5%) AMD had $4.8 bn in cash to start 2023 and have bled $1.3 bn Q1-Q3 (27.1%) The gap is negligible, both companies are dealing with record inventory and Intel not only has similar R&D expenditures as % of revenue, but also...
  3. News AMD 3Q23 Results

    Dividends aren't considered in the earnings / EPS, they are accounted as part of the cash position. From the standpoint of an investor, I consider them separately and additively, as both contribute to realization of gains from investment in a company.
  4. News AMD 3Q23 Results

    It may be difficult to compare Intel's DCAI to AMD's DC because the revenues and expenses each company lumps into those categories is dissimilar. Is there a place we can look to break down the financials of these segments into even more detail? If so, would be interesting. Doubt Intel have a...
  5. Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel)

    Intel could be a similar story to Samsung -- depending on what they can actually do with the $25-30 billion from the CHIPS and FABS acts.
  6. Discussion Apple Silicon SoC thread

    Highest M2 Max SC scores in the GB database are generally the 2800s The earliest numbers were largely in the 2700s, though M2 Max official listing is 2803 Similar trend for other CPUs Also might be irrelevant whether it was at room temp, especially in context of comparing it to unverified...
  7. Question Speculation: RDNA3 + CDNA2 Architectures Thread

    Just because the current asking price on Amazon is $3000, doesn't mean that 4090s sold and contributing to the spot on the list were all sold at that price.
  8. Discussion Speculation: Zen 4 (EPYC 4 "Genoa", Ryzen 7000, etc.)

    Sure, then everyone will complain about the lack of progress in performance. Then you have to push performance charts to the foreground. Rinse. Repeat. (Kidding, of course...) Zen is not marketed to the public for efficiency, it's marketed for performance. How do you think people would be...
  9. Discussion Speculation: Zen 4 (EPYC 4 "Genoa", Ryzen 7000, etc.)

    While x86 and ARM are different beasts, the differences do not account for the vast disparity in performance/watt and IPC seen between the 5950X and the M1. I'd bet there is still yet much improvement that can be made on x86 in IPC and performance/watt via uarch design. Those members who...
  10. News [AT] Dr. Ian Cutress leaving anandtech

    First, well, Ian leaving is a load of merde. But congrats to him -- I really hope for huge things for him. Fantastic talent and knowledge. Second, I agree with most here. I find videos to be a horrific way to present most information. I much prefer a nice long single page review like what I get...
  11. Discussion Speculation: Zen 4 (EPYC 4 "Genoa", Ryzen 7000, etc.)

    This "supply shortage" is certainly interesting. I can walk into any Microcenter and buy a 6900XT GPU, or a 5950X CPU, or a 5700G or 5600G, any day of the week. I know it's more complex than that, but it's hilarious to see the supply chain issues as an excuse for higher prices. The CPU prices...
  12. Discussion Speculation: Zen 4 (EPYC 4 "Genoa", Ryzen 7000, etc.)

    I don't know about you guys but I can't wait to unnecessarily upgrade my entire computer later this year!
  13. Question 3700x vs 5600x - the cheap option

    Having had the 3600X and 5600X, I can't emphasize how much snappier the 5600X is in everyday use. Given your use case, I am not sure the extra cores of the 3700X will be worth it. Then thinking about ways to save even more, comparing the 5600X and 5600G, the 5600G is $80 cheaper (at least at...
  14. Discussion AMD Acquires Xilinx

    AMD isn't "paying" any amount of money. The deal was the XLNX shareholders agreed to sell each share of XLNX for 1.7234 AMD shares. That's it. The actual dollar value of said issued stocks is interesting but irrelevant to the deal. Yes, in the books, the "amount paid" will be written somewhere...
  15. News AMD Q3 Earnings Results

    It's a share conversion - XLNX is purchased from each investor for (if it closed today) $211.86 worth of AMD stock. From an accounting standpoint it affects the books, but in real terms AMD isn't just shelling out the (current valuation) $52.3B. (As an aside, and I am not providing investment...
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