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M
mikegg
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Jan 30, 2010
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Yesterday at 8:28 PM
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M
mikegg
replied to the thread
Question
By 2030, we will be buying massive NPUs with a CPU and GPU attached to it.
.
Microsoft, Google, Meta, OpenAI. It’s not AMD and Intel. It isn’t even about the hardware. It’s what the hardware will allow Apple to...
Yesterday at 3:42 PM
M
mikegg
replied to the thread
Question
By 2030, we will be buying massive NPUs with a CPU and GPU attached to it.
.
I don't think this would continue next year. I think this year is special due to N3B yields and Apple needing to be very aggressive in...
Yesterday at 1:55 PM
M
mikegg
replied to the thread
Question
Is it actually true that AMD is actually publicly valued at over 3X what Intel is??
.
They will certainly spin it off after it gains some revenue/momentum. Right now, Intel is keeping it together because it needs the...
Yesterday at 1:52 PM
M
mikegg
replied to the thread
Discussion
Apple Silicon SoC thread
.
I don't understand why you believe this. Just see some of his impolite replies to me in the past. Do these sound like "polite...
Yesterday at 1:33 PM
M
mikegg
replied to the thread
Discussion
Apple Silicon SoC thread
.
Nah, @Eug definitely move the goal post. His posts started out as impassioned stands for which he refuses to budge from. He refuses to...
Yesterday at 1:23 PM
M
mikegg
replied to the thread
Discussion
Apple Silicon SoC thread
.
Why do you think Amazon, Walmart, Best Buy, Costco sold the Macbook Air M1 for $650 - $750 for 1.5 years? They receive pricing from...
Yesterday at 12:44 PM
M
mikegg
replied to the thread
Question
Is it actually true that AMD is actually publicly valued at over 3X what Intel is??
.
Arguably, this could turn into a major advantage for Intel in the future if geopolitics continue to escalate.
Yesterday at 12:42 PM
M
mikegg
replied to the thread
Discussion
Apple Silicon SoC thread
.
Not so great reading comprehension... Anyways. Stop changing the goal post. Clearly you were vehemently rejecting the idea that Apple...
Yesterday at 11:16 AM
M
mikegg
replied to the thread
Question
By 2030, we will be buying massive NPUs with a CPU and GPU attached to it.
.
I think it's more likely than not. First, it's very unlike Apple to schedule an whole event with media invites just for an iPad using...
Sunday at 7:48 PM
M
mikegg
replied to the thread
Discussion
Apple Silicon SoC thread
.
.
Sunday at 7:38 PM
M
mikegg
replied to the thread
Discussion
Apple Silicon SoC thread
.
That's right. Trendforce did an analysis in the past and came up with something like $200 - $300 for Intel chips "equivalent" to the M1...
Sunday at 7:34 PM
M
mikegg
reacted to
Doug S's post
in the thread
Discussion
Apple Silicon SoC thread
with
Like
.
You can tell from that table alone that Apple is not going to be concerned about minor variations in price. They went from 119 to 142...
Sunday at 7:30 PM
M
mikegg
replied to the thread
Discussion
Apple Silicon SoC thread
.
I have been paying attention. You were pretty adamant that Apple wouldn't do a yearly cadence and you gave the reason why.
Sunday at 7:28 PM
M
mikegg
replied to the thread
Discussion
Apple Silicon SoC thread
.
You never admit clearly that you made a wrong conclusion, right? Even if M4 comes out in Fall 2024, that still disproves you.
Sunday at 1:30 PM
M
mikegg
replied to the thread
Discussion
Apple Silicon SoC thread
.
You can spin it however you want. Just admitting that you were very wrong is enough and we can move on.
Sunday at 1:21 PM
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