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Imagintn.Tech Share Discussion Threads
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"In a relatively short time we've taken a system built to resist destruction by nuclear weapons and made it vulnerable to toasters"
I hope IMG start promoting Omnishield big-time after this...
|Quite some chatter about the sales volumes of the iPhone 7 could be behind it, after all talk of lower sales of the 6S resulted in a slide at the time.
Or it could be that someone's pored over the entrails again.
Or the hammerd2 factor has kicked in. For once :-)
Tuesday is of some importance to anyone interested in actual business fundamentals given Apple are still, and will be for the foreseeable, our most important customer hTTp://investor.apple.com|
|Some of those engineers probably got fed up at the Apple and migrated back to KL ;-)
|Chart oversold bounce back? Or return to trend?|
Not arguing about the tech, just the maths. If Tesco reduce the price of a £5 bottle of wine to £1, it's an 80% reduction. "
Sorry I was looking at it back to front. 2 watt to 10watt is a x5 increase. Maths was never my strong point. Either way the point I was trying to get across is its far larger then what we would expect to see from software optimisations.|
|results out a week earlier than usual this year
scheduled for 6th December with the all important analyst meeting afterwards with an audio available later in the day
management have promised to include the Q+A this time
|AMD results sugest the GPU is a major power house for the companies growth, so all to play for for IMG in terms of the markets appertite for GPU type procesing. Clearly this is not IMG but GPU market opportunity and the role of GPU's in the tec of things is seemingly just as fiscally significant as the CPU. So all to play for for IMG in this tec of thngs.
I guess as algorthmic processing is becomeing more widely adopted (drones, self drive cars and other stuff) the GPU is becomng centrespace in more than the screen.
Our third quarter financial results highlight the progress we are making across our business," said Lisa Su, AMD president and CEO. "We now expect to deliver higher 2016 annual revenue based on stronger demand for AMD semi-custom solutions and Polaris GPUs. This positions us well to accelerate our growth in 2017 as we introduce new high-performance computing and graphics products."
Q3 2016 Results
Q3 2016, Q2 2016, and Q3 2015 were 13-week fiscal quarters.
Revenue of $1,307 million, up 27 percent sequentially and up 23 percent year-over-year primarily due to record semi-custom SoC and higher GPU and mobile APU sales, partially offset by client desktop processor and chipset sales.
|Just wait Hammerd, as soon as we have taken back control and severed our ties with the Dark Continent, we shall be getting drunk on £3.50 bottles of British wine. None of yer forrin muck.|
|Caradog - nice one. And upvote from me, if I could make one.
Ken - lots of £5 Chardonnay in Tesco at the moment. Not for me, personally as I can't abide white wine, but my wife loves it. Plus there is 25% off if you buy 6 or more at the moment. I got 4 £5 chardonnays yesterday, plus two Amarones for me, to get the 25% off. Saved me over £6 a bottle!|
|So far so good Rog.
I haven't seen a £5 bottle in Tesco for ages :-)|
|I'm off to Tescos a bit sharpish, just in case.
looking a good trade Ken C.O.Y.I.|
Not arguing about the tech, just the maths. If Tesco reduce the price of a £5 bottle of wine to £1, it's an 80% reduction. If they give it away for nothing it's a 100% reduction, and you can't reduce it any further. (Unless they sellotape a 20 quid note to it before handing it over, in which case you could argue it was a 500% reduction).
|Not every day that someone invests £1 million in a single deal in IMG!|
Will you 2 guys put your handbags away
|Isn't 10 to 2 an 80% reduction ? Just saying.
To prevent clutter, filter on.|
|"500% reduction? Shurely shome mishtake...?"
The old RT platform was 10watt on an very outdated node. IMG said a new node was being worked on and months later some news came out about a prototype RT platform at 2watt.
hammerd2 was saying 10watt down to 2watt was a software optimization which seems a bit extreme to me for software savings. That would be very unusual wouldn't it?|
|500% reduction? Shurely shome mishtake...?|
|hammerd2 “That doesn't leave any element of 'it could still be NVIDIA' in your mind, that says very clearly it was either AMD or PowerVR and you had absolute certainty of one of them winning."
Yes at that time in my mind it was either AMD or PowerVR as the news report at the time was Nintendo had approached those two for a solution not NVidia. But as it was not confirmed news I didn’t say NVidia had been ruled out, only seems to have been ruled out based on what I was reading at the time. There is nothing wrong with what I said. Just like when I said RT appears to be licensed and shipping in 2 years given the info I was told directly from IMG staff what I said was perfectly reasonable even though it turned out to be wrong.
You made similar mistakes around the same time like when you said a new SoC was a waste of time ““OMG, why are they even bothering with those chips ? :-) “ In reference to a new PowerVR based SoC. A Soc that turned out to be a popular PowerVR video VR headset chip like I said it would be.
At least I understand the technology I am invested in which in the past year you demonstrated you don’t really understand. I wasn’t the one insisting what was it a 500% power reduction was really software optimizations instead of new hardware on a smaller node.
Likewise it wasn’t me saying “Why does it need to run 90 fps ? That's almost 4x what our eyes can register.” Which is not only flat out wrong but 90+fps is what you need to avoid motion sickness in VR.
So yes I made some mistakes but you are far from perfect as well.
For everyone else don't worry this isn't going to turn into a big back and fourth like other arguments in the distance past. I tried to point out hammerd2 mistakes in a friendly matter in the past and he doesn't seem to care. So I am not going waste a week arguing. As for when I make mistakes I am happy for anyone to point them and correct them. What I don't like is people taking a dig at me for making reasonable mistakes.
“Just as you were absolutely certain there were numerous secretly signed RT licenses despite overwhelming evidence to the contrary.”
You know full well I was told directly by IMG staff I wouldn’t have to wait years to buy an RT product, I was told low volume shipments in 1 year and volume in 2 years. Another time when I talked about holding off buying my next mobile device for a RT device which at the time I said I expect would take years. An IMG staff member said I wouldn’t have to wait that long.
Given that I was told products in 1 year, volume shipments 2 years and wouldn't have to wait long for my next RT mobile device I assumed the only way this is possible is if someone had already licensed RT. That’s a perfectly reasonable assumption even if it turned out to be wrong.|
|Hit him Pottsey! You the maaan!|
|Seems 4 up votes equates to nothing more than a Trumpism these days, certainly not worth unfiltering.
Don't come it - 'it came down to a choice between AMD or PowerVR and Nintendo approached both. NVidia and the others seemed to have been ruled out pretty early on'. That doesn't leave any element of 'it could still be NVIDIA' in your mind, that says very clearly it was either AMD or PowerVR and you had absolute certainty of one of them winning. Just as you were absolutely certain there were numerous secretly signed RT licenses despite overwhelming evidence to the contrary. Too much time wearing the VR headset maybe.
My main mistake recently has been assuming our CEO wouldn't disclose price sensitive info to a journalist before telling the people they were legally obliged to tell first. Mea culpa.|
|hammerd2 you know there was a reason I said NVidia seemed to have been ruled out instead of they have been ruled out. Yes I made a mistake and believed the wrong new sources, it happens. At that time that’s what all the news and rumours was pointing towards. Anyway I don’t think it’s wise to try and take digs at someone when you have been making a lot of mistakes yourself recently.|
|Our old RT mate was 'spot on as usual' then in post 25065. Looks like my wager from post 25082 is safe :-)|
|Nvidia, which has been rumoured for many months now. Just adds to my opinion over this last while that more often than not, rumours in the semi industry tend to be correct.|
|Is there any IMG in the newly announced (today) Nintendo Switch? Looks like a great bit of kit.|