willtheorangeguy/2018-WAN-Show-Transcripts

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[2224.28 --> 2230.22] period of time, but for a long enough period of time that the managers or the procurement
[2230.22 --> 2232.50] officers or whoever's working on sourcing.
[2232.60 --> 2233.50] Slightly over a year ago.
[2233.50 --> 2238.94] For their server hardware has had a while to look at it, see some smaller deployments
[2238.94 --> 2245.10] go out in the field and start to build out a new large project around it.
[2245.22 --> 2249.34] And then now that Intel's announcing, remember we're a year into this, that there are going
[2249.34 --> 2250.06] to be delays.
[2250.34 --> 2253.82] Well, now they're starting to look, you know, unreliable.
[2253.82 --> 2256.74] Whereas AMD has been hitting their targets.
[2256.74 --> 2259.16] Now, to be clear, Epic's not perfect.
[2259.68 --> 2261.56] It does have some issues.
[2262.04 --> 2265.58] Virtualization on AMD Zen architecture was a big problem, especially right at the beginning.
[2265.90 --> 2268.38] But Intel has its issues too.
[2268.70 --> 2271.92] And those are the kinds of things that on a project by project basis, depending on what
[2271.92 --> 2275.84] you're doing with the systems, might make you lean towards one or the other.
[2276.56 --> 2283.32] The big thing here is that AMD looks like a legitimate option and looks like they've got
[2283.32 --> 2287.60] enough of a roadmap that you might want to start planning long-term around them.
[2287.66 --> 2290.70] So that is really bad news.
[2290.78 --> 2298.20] Because while Intel might be pretty happy to collect, you know, $3299.99 US from consumers
[2298.20 --> 2308.10] for a Core i7, they would much rather take $3299.99 from businesses for large orders of
[2308.10 --> 2313.60] many Xeon shipped on pallets for large deployments.
[2313.88 --> 2315.34] That's better business.
[2315.80 --> 2320.60] So even though it's smaller in terms of per unit sales, it is much larger in terms of the
[2320.60 --> 2327.02] profitability because the difference in cost between consumer silicon and commercial silicon
[2327.02 --> 2329.04] is not as high as you might think.
[2331.58 --> 2332.18] Interesting.
[2332.18 --> 2339.96] In other news, this was posted by SC2 Mitch on the forum.
[2339.96 --> 2343.60] And the original article here is actually from AMD themselves.
[2344.40 --> 2344.80] Bam!
[2345.62 --> 2346.86] Intel news release.
[2347.70 --> 2351.04] AMD reports second quarter 2018 financial results.
[2351.22 --> 2357.28] Revenue increased 53% year over year and gross margin expanded to 37%.
[2357.28 --> 2362.14] That means AMD is actually selling products profitably.
[2363.04 --> 2370.98] We actually, I don't know if we know how much of this was buoyed up by the mining craze
[2370.98 --> 2374.14] that has really slowed down significantly now.
[2374.28 --> 2374.46] Yeah.
[2374.66 --> 2380.04] So their net income for this reported quarter was $116 million.
[2380.50 --> 2382.62] The prior quarter was $81 million.
[2382.62 --> 2388.76] Both of those are really, really, really great compared to where they are at a year ago,
[2388.98 --> 2391.80] which is where they had a net loss of $42 million.
[2392.32 --> 2398.40] So if you consider the fact that they were negative 42 before, they're like...
[2398.40 --> 2399.30] 116.
[2399.56 --> 2400.72] They're almost...
[2400.72 --> 2401.70] Yeah.
[2401.82 --> 2406.30] They're almost at over $150 million more than they would have been.
[2406.46 --> 2406.86] You know what I mean?
[2407.06 --> 2409.18] Like it's actually quite impressive.
[2409.18 --> 2410.66] So Dr. Sue released a statement.
[2410.66 --> 2413.94] We had an outstanding second quarter, strong revenue growth, margin expansion,
[2414.08 --> 2415.90] and our highest quarterly net income in seven years.
[2416.36 --> 2421.56] That's like CEO speak for, we made something people wanted to buy.
[2421.96 --> 2422.80] Oh, yes.
[2422.82 --> 2425.58] We didn't have to slash pricing to get people to buy it.
[2425.76 --> 2426.56] This is great.
[2427.96 --> 2432.66] Most importantly, we believe our long-term technology bets position us very well in the future.
[2432.78 --> 2435.54] We are confident that with the continued execution of our product roadmaps,
[2435.84 --> 2438.82] we are on an excellent trajectory to drive market share gains and profitable growth.
[2438.82 --> 2444.74] So if AMD manages to make their fabless strategy successful, Intel...
[2445.64 --> 2447.30] Samsung?
[2448.26 --> 2454.46] I'm trying to think of who else will actually be left who does both chip intellectual property
[2454.46 --> 2456.86] and actual manufacturing.
[2456.86 --> 2459.82] I thought you were just trying to list fabs, and I was like, there's quite a few.
[2459.82 --> 2467.04] No, versus focusing on fabs like a Global Foundries or a TSMC or focusing entirely on IP like someone
[2467.04 --> 2467.54] like ARM.
[2467.64 --> 2473.82] ARM doesn't build their own processors, but of course they are doing super duper well
[2473.82 --> 2480.52] in the mobile age of low power devices thanks to licensing their designs to other brands like
[2480.52 --> 2484.80] Qualcomm, for example, to produce processors at an actual fab.
[2484.80 --> 2487.12] So Qualcomm doesn't actually fabricate anything either.
[2487.22 --> 2488.52] NVIDIA doesn't fabricate anything.
[2488.96 --> 2494.32] You've got some of the world's most successful semiconductor companies that don't actually
[2494.32 --> 2495.76] manufacture semiconductors.
[2496.02 --> 2496.12] Yeah.
[2496.62 --> 2498.00] Does Micron still make SSDs?
[2498.54 --> 2507.00] So Micron is in a partnership with Intel, and they do NAND Flash, but I don't believe Micron
[2507.00 --> 2508.80] would actually produce the CPUs.
[2508.80 --> 2512.74] So that's sort of different.
[2513.44 --> 2518.80] I would say DRAM and NAND Flash manufacturing are kind of separate from IC manufacturing.
[2519.92 --> 2520.00] Yeah.
[2521.24 --> 2525.62] Just because, and I'm just basing that on that I don't think there's anyone other than Intel
[2525.62 --> 2526.60] that actually does both.
[2527.30 --> 2527.82] No, Samsung.
[2528.12 --> 2528.72] Samsung as well.
[2528.82 --> 2533.78] So Intel and Samsung are in both games, but as far as I know, they're the only ones that
[2533.78 --> 2534.48] are left in both.
[2535.12 --> 2535.56] Crazy.
[2535.86 --> 2538.34] It's actually quite different compared to like 10 years ago.
[2538.80 --> 2541.82] NVIDIA's next gen card details.
[2541.92 --> 2546.12] So this was posted by Atlas Wraith on the forum and sources, of course, WCCF tax.
[2546.22 --> 2549.50] So yes, it's a rumor, but they're saying it's an exclusive rumor.
[2549.98 --> 2550.82] Oh man.
[2551.08 --> 2553.90] They've got one of the Star Wars edition cards that looks like.
[2553.96 --> 2554.70] Is that the, yeah.
[2554.82 --> 2554.98] Yeah.
[2554.98 --> 2556.12] One of the Star Wars edition cards.
[2556.18 --> 2557.38] They're just using that as a placeholder.
[2557.50 --> 2559.88] That is not probably what the card will look like.
[2560.00 --> 2561.98] Is that why you're questioning if it was Star Wars or not?
[2561.98 --> 2567.02] Oh, I just, no, I was looking at, I was looking at this here and I couldn't remember
[2567.02 --> 2571.62] if that was what it looked like, but then I saw the, is the, the kind of looks like Rebel
[2571.62 --> 2576.00] Alliance, but technically it's the, whatever, the Jedi Order or something.

[2224.28 --> 2230.22] period of time, but for a long enough period of time that the managers or the procurement

[2230.22 --> 2232.50] officers or whoever's working on sourcing.

[2232.60 --> 2233.50] Slightly over a year ago.

[2233.50 --> 2238.94] For their server hardware has had a while to look at it, see some smaller deployments

[2238.94 --> 2245.10] go out in the field and start to build out a new large project around it.

[2245.22 --> 2249.34] And then now that Intel's announcing, remember we're a year into this, that there are going

[2249.34 --> 2250.06] to be delays.

[2250.34 --> 2253.82] Well, now they're starting to look, you know, unreliable.

[2253.82 --> 2256.74] Whereas AMD has been hitting their targets.

[2256.74 --> 2259.16] Now, to be clear, Epic's not perfect.

[2259.68 --> 2261.56] It does have some issues.

[2262.04 --> 2265.58] Virtualization on AMD Zen architecture was a big problem, especially right at the beginning.

[2265.90 --> 2268.38] But Intel has its issues too.

[2268.70 --> 2271.92] And those are the kinds of things that on a project by project basis, depending on what

[2271.92 --> 2275.84] you're doing with the systems, might make you lean towards one or the other.

[2276.56 --> 2283.32] The big thing here is that AMD looks like a legitimate option and looks like they've got

[2283.32 --> 2287.60] enough of a roadmap that you might want to start planning long-term around them.

[2287.66 --> 2290.70] So that is really bad news.

[2290.78 --> 2298.20] Because while Intel might be pretty happy to collect, you know, $3299.99 US from consumers

[2298.20 --> 2308.10] for a Core i7, they would much rather take $3299.99 from businesses for large orders of

[2308.10 --> 2313.60] many Xeon shipped on pallets for large deployments.

[2313.88 --> 2315.34] That's better business.

[2315.80 --> 2320.60] So even though it's smaller in terms of per unit sales, it is much larger in terms of the

[2320.60 --> 2327.02] profitability because the difference in cost between consumer silicon and commercial silicon

[2327.02 --> 2329.04] is not as high as you might think.

[2331.58 --> 2332.18] Interesting.

[2332.18 --> 2339.96] In other news, this was posted by SC2 Mitch on the forum.

[2339.96 --> 2343.60] And the original article here is actually from AMD themselves.

[2344.40 --> 2344.80] Bam!

[2345.62 --> 2346.86] Intel news release.

[2347.70 --> 2351.04] AMD reports second quarter 2018 financial results.

[2351.22 --> 2357.28] Revenue increased 53% year over year and gross margin expanded to 37%.

[2357.28 --> 2362.14] That means AMD is actually selling products profitably.

[2363.04 --> 2370.98] We actually, I don't know if we know how much of this was buoyed up by the mining craze

[2370.98 --> 2374.14] that has really slowed down significantly now.

[2374.28 --> 2374.46] Yeah.

[2374.66 --> 2380.04] So their net income for this reported quarter was $116 million.

[2380.50 --> 2382.62] The prior quarter was $81 million.

[2382.62 --> 2388.76] Both of those are really, really, really great compared to where they are at a year ago,

[2388.98 --> 2391.80] which is where they had a net loss of $42 million.

[2392.32 --> 2398.40] So if you consider the fact that they were negative 42 before, they're like...

[2398.40 --> 2399.30] 116.

[2399.56 --> 2400.72] They're almost...

[2400.72 --> 2401.70] Yeah.

[2401.82 --> 2406.30] They're almost at over $150 million more than they would have been.

[2406.46 --> 2406.86] You know what I mean?

[2407.06 --> 2409.18] Like it's actually quite impressive.

[2409.18 --> 2410.66] So Dr. Sue released a statement.

[2410.66 --> 2413.94] We had an outstanding second quarter, strong revenue growth, margin expansion,

[2414.08 --> 2415.90] and our highest quarterly net income in seven years.

[2416.36 --> 2421.56] That's like CEO speak for, we made something people wanted to buy.

[2421.96 --> 2422.80] Oh, yes.

[2422.82 --> 2425.58] We didn't have to slash pricing to get people to buy it.

[2425.76 --> 2426.56] This is great.

[2427.96 --> 2432.66] Most importantly, we believe our long-term technology bets position us very well in the future.

[2432.78 --> 2435.54] We are confident that with the continued execution of our product roadmaps,

[2435.84 --> 2438.82] we are on an excellent trajectory to drive market share gains and profitable growth.

[2438.82 --> 2444.74] So if AMD manages to make their fabless strategy successful, Intel...

[2445.64 --> 2447.30] Samsung?

[2448.26 --> 2454.46] I'm trying to think of who else will actually be left who does both chip intellectual property

[2454.46 --> 2456.86] and actual manufacturing.

[2456.86 --> 2459.82] I thought you were just trying to list fabs, and I was like, there's quite a few.

[2459.82 --> 2467.04] No, versus focusing on fabs like a Global Foundries or a TSMC or focusing entirely on IP like someone

[2467.04 --> 2467.54] like ARM.

[2467.64 --> 2473.82] ARM doesn't build their own processors, but of course they are doing super duper well

[2473.82 --> 2480.52] in the mobile age of low power devices thanks to licensing their designs to other brands like

[2480.52 --> 2484.80] Qualcomm, for example, to produce processors at an actual fab.

[2484.80 --> 2487.12] So Qualcomm doesn't actually fabricate anything either.

[2487.22 --> 2488.52] NVIDIA doesn't fabricate anything.

[2488.96 --> 2494.32] You've got some of the world's most successful semiconductor companies that don't actually

[2494.32 --> 2495.76] manufacture semiconductors.

[2496.02 --> 2496.12] Yeah.

[2496.62 --> 2498.00] Does Micron still make SSDs?

[2498.54 --> 2507.00] So Micron is in a partnership with Intel, and they do NAND Flash, but I don't believe Micron

[2507.00 --> 2508.80] would actually produce the CPUs.

[2508.80 --> 2512.74] So that's sort of different.

[2513.44 --> 2518.80] I would say DRAM and NAND Flash manufacturing are kind of separate from IC manufacturing.

[2519.92 --> 2520.00] Yeah.

[2521.24 --> 2525.62] Just because, and I'm just basing that on that I don't think there's anyone other than Intel

[2525.62 --> 2526.60] that actually does both.

[2527.30 --> 2527.82] No, Samsung.

[2528.12 --> 2528.72] Samsung as well.

[2528.82 --> 2533.78] So Intel and Samsung are in both games, but as far as I know, they're the only ones that

[2533.78 --> 2534.48] are left in both.

[2535.12 --> 2535.56] Crazy.

[2535.86 --> 2538.34] It's actually quite different compared to like 10 years ago.

[2538.80 --> 2541.82] NVIDIA's next gen card details.

[2541.92 --> 2546.12] So this was posted by Atlas Wraith on the forum and sources, of course, WCCF tax.

[2546.22 --> 2549.50] So yes, it's a rumor, but they're saying it's an exclusive rumor.

[2549.98 --> 2550.82] Oh man.

[2551.08 --> 2553.90] They've got one of the Star Wars edition cards that looks like.

[2553.96 --> 2554.70] Is that the, yeah.

[2554.82 --> 2554.98] Yeah.

[2554.98 --> 2556.12] One of the Star Wars edition cards.

[2556.18 --> 2557.38] They're just using that as a placeholder.

[2557.50 --> 2559.88] That is not probably what the card will look like.

[2560.00 --> 2561.98] Is that why you're questioning if it was Star Wars or not?

[2561.98 --> 2567.02] Oh, I just, no, I was looking at, I was looking at this here and I couldn't remember

[2567.02 --> 2571.62] if that was what it looked like, but then I saw the, is the, the kind of looks like Rebel

[2571.62 --> 2576.00] Alliance, but technically it's the, whatever, the Jedi Order or something.