I read a Tom's hardware benchmark report on Mantle. The report compared Mantle running on a Nvidia Gforce card, with positive improvement, a large positive. I did not know Mantle would help games with Nvidia cards.
What is a ...XP ?
I read that Intel is now seeing a surge buying for their low end processors. I suspect the Intel gained some market share, but AMD should be doing well by selling more graphic cards. This Quarter is difficult to read. AMD is now in so many markets that I cannot guess their earnings.
If Microsoft Windows 9 can fix the #$%$ Windows 8, we can all buy a house on easy street.
duh, I think it means a lot of new short idiots entered through the open door. Stay close to the door, when the fire starts the door will shrink and the rush for the exit will pop a lot of shorts.
Pessemist, I am ready this time in case AMD drops after earnings. I have 100K shares of AMD, and sitting on a large bucket of cash. If AMD goes up after earnings, I will be happy and put the cash away. If AMD goes down after earnings, I will pick up a lot more cheap shares. All of my plans depend on AMD going up longer term (1 year). If AMD is $2.50 next year, I will be a big loser.
Thanks, the Fool website did not let me see INVN. I did not have much hope for AMD with this one anyway.
News Leaked: Apple's next smart device (warning, it may shock you)
Apple recently recruited a secret-development "dream team" to guarantee its newest smart device was kept hidden from the public for as long as possible. But the secret is out, and some early viewers are claiming its everyday impact could trump the iPod, iPhone, and the iPad. In fact, ABI Research predicts 485 million of this type of device will be sold per year. But one small company makes Apple's gadget possible. And its stock price has nearly unlimited room to run for early-in-the-know investors. To be one of them, and see Apple's newest smart gizmo, just click here!
Could AMD be the "one small company"? The news leak sounds like a scam, but 485 million / year would be nice.
The 4K monitors will help to increase the demand for AMD graphic chips, and create another upgrade cycle.
Seiki's monitors support DisplayPort 1.3, HDMI 2.0, USB 3.0, MHL 3.0. DisplayPort 1.3 supports Adaptive-Sync, which AMD proved is 200% better than G-Sync.
I bought a $500 40" Seiki 4K-TV to use as a computer monitor. I think this TV monitor is good for the price I paid, but this TV only supported HDMI 1.5 ( 30 Hz frame rate ). The new monitors fix this problem.
Seiki new 4K monitiors.
I am betting that the GPU slow down will be felt in Q2 and Q3. AMD will announce SOC design wins after Q2 earnings day. I sold some today and plan to pick up cheaper shares after earnings.
The high end cards will be in demand again with the new 20nm chips and the 4K monitors and Virtual Reality starting in 2015. New large 4K AAA games are needed, I hope there are many released in 2015?
I hope AMD spends some effort to support Mantle for Linux. But AMD has always worshiped Microsoft. I was involved at the beginning of the 64-bit X86 architecture, and AMD was adamant that they needed Microsoft to sell their new design. I felt that the Linux developers and their Apache was the top priority, but AMD did not see it my way. ( A single engineer's opinion does not carry much weight ). I still think that if AMD had kept their 64-bit X86 a skunk-works project they would now be sitting on top of Intel. AMD's worship of Microsoft forced them to publish their new chip years ahead of silicon, and this allowed Intel to recover. (Stupid AMD)
I checked the ebay sellers of the used HD-290x cards. There are many for sale and the price for these boards is $330. I have not been tracking the ebay listings, but I suspect the news to be true.
This news is enough to #$%$ me. Some of today's drop is from me selling a few shares. I have been through many of AMD's earnings warnings (15 years now). I had accumulated 104K shares, and today I sold 30K. I don't know if AMD is going up or down for this quarters report, but I am #$%$ed.
I just report the news, I don't make it up. I have 100K AMD shares, I am long for a very long time.
"Global graphics card shipments are expected to fall 30%-40% Q/Q in Q2 due to ... Weak Bitcoin-related demand is said to be taking a toll"
1. AMD graphics shortage in Q1 to a large surplus in Q2.
2. AMD graphic chips crushing Nvidia performance, the first time in years.
3. AMD is sampling their new graphics chips that will release in Q4.
4. AMD is moving production to Global Foundaries.
I think AMD's Q2 might see a drop in graphic card shipments, but I think Nvidia will see a larger drop.
How can you run CUDA on the industry leading number cruncher from AMD?
The answer is you can't. Give up and start porting your code to OpenCL, don't be the last company to use CUDA.
The new chips will be released in Q4 2014, and the 20nm versions in 2015. These chips use the Wide-I/O DRAM. The 14-nm Fin-Fet will be used soon.
There was a time when new faster chips had no market. Most of the old high end chips can run any game on the 1080P monitors. The 4K monitors and the 4K virtual reality goggles will require new faster chips, and this market will be big. The 8K TV designs have already begun, and engineering models will be sampled by China in early 2015, and Japan and Korea are racing their designs for the 8K TV. The 8K monitors are coming faster than anyone expected.
Over at PC Perspective, Ryan Shrout has put the card through its paces. The GTX 780 Ti SLI is faster in most cases by 10-15%, while the R9 295X2 can blister past the Titan Z by up to 35%. It wins nothing, partly because the GTX 780 Ti is clocked at 876MHz, compared to just 706MHz for the Titan Z. The additional RAM might help in a game like Watch Dogs, which is known to be an enormous memory hog, but it’s no help in any of the 4K titles that PC Perspective tested.