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1.
 
Re: Morning Tech Bits
Jul 24, 2020, 12:12
1.
Re: Morning Tech Bits Jul 24, 2020, 12:12
Jul 24, 2020, 12:12
 
So... 14++++++++++nm until 2H of 2021 on Desktop, then finally a 10nm. By that time AMD will be on 5nm.

LOL

Zen 3, here I come!
Get your games from GOG DAMMIT!
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2.
 
Re: Morning Tech Bits
Jul 24, 2020, 13:41
Cram
 
2.
Re: Morning Tech Bits Jul 24, 2020, 13:41
Jul 24, 2020, 13:41
 Cram
 
wtf_man wrote on Jul 24, 2020, 12:12:
Zen 3, here I come!

Right? And with the rumors/leaks of RNDA2 looking like a total beast and potentially equal to if not better than Ampere, I might be doing a complete 180 here on my next build - going from an Intel/Nvidia combo for the last 15 years to a full AMD setup... crazy.

Seriously considering buying some stock of AMD (not just because it went nuts today and a couple days ago)... With RNDA2, Zen3 and 4 coming up, RDNA3 and the consoles releasing in a few months if feels like it's a stock that can't fail... EDIT: and their continuing growth/success in the server market and expanding in OEMS too for their processors.

Famous last words..
3.
 
Re: Morning Tech Bits
Jul 24, 2020, 14:48
3.
Re: Morning Tech Bits Jul 24, 2020, 14:48
Jul 24, 2020, 14:48
 
Cram wrote on Jul 24, 2020, 13:41:
Seriously considering buying some stock of AMD (not just because it went nuts today and a couple days ago)... With RNDA2, Zen3 and 4 coming up, RDNA3 and the consoles releasing in a few months if feels like it's a stock that can't fail... EDIT: and their continuing growth/success in the server market and expanding in OEMS too for their processors.

As usual for the stock market most of the above is already factored into the current valuation of the stock... and some would say it is factored in more than properly already. The AMD P/E ratio is already through the roof. AMD has a P/E of over 70 while Intel sits at 12, i.e. AMD stock is valued 6x higher than Intel (nVidia is at about 40 by the way which is also considered "dangerously" high by many). The long term S&P 500 average P/E is between 13 and 15. AMD will have to keep posting record after record to justify the high valuation or many investors will drop it like a hot potato if there is as much as a slight hiccup.

OTOH, the stock market rarely follows logic. It is entirely possible that AMD stock will just keep trucking into infinity. I will stay away from it but that might be a poor choice, of course, if the stock hits $100 next year. Hindsight is always 20/20.
As a more conservative investor, I have personally invested in a less "hot" and more neutral stock a few months ago: TSMC. Bought it in March and it stands at +33% for now. Not too bad...
4.
 
Re: Morning Tech Bits
Jul 24, 2020, 15:48
Cram
 
4.
Re: Morning Tech Bits Jul 24, 2020, 15:48
Jul 24, 2020, 15:48
 Cram
 
RogueSix wrote on Jul 24, 2020, 14:48:
Cram wrote on Jul 24, 2020, 13:41:
Seriously considering buying some stock of AMD (not just because it went nuts today and a couple days ago)... With RNDA2, Zen3 and 4 coming up, RDNA3 and the consoles releasing in a few months if feels like it's a stock that can't fail... EDIT: and their continuing growth/success in the server market and expanding in OEMS too for their processors.

As usual for the stock market most of the above is already factored into the current valuation of the stock... and some would say it is factored in more than properly already. The AMD P/E ratio is already through the roof. AMD has a P/E of over 70 while Intel sits at 12, i.e. AMD stock is valued 6x higher than Intel (nVidia is at about 40 by the way which is also considered "dangerously" high by many). The long term S&P 500 average P/E is between 13 and 15. AMD will have to keep posting record after record to justify the high valuation or many investors will drop it like a hot potato if there is as much as a slight hiccup.

OTOH, the stock market rarely follows logic. It is entirely possible that AMD stock will just keep trucking into infinity. I will stay away from it but that might be a poor choice, of course, if the stock hits $100 next year. Hindsight is always 20/20.
As a more conservative investor, I have personally invested in a less "hot" and more neutral stock a few months ago: TSMC. Bought it in March and it stands at +33% for now. Not too bad...

Thank you for the reply - I'm a stock market scrub looking to take a course.
TSMC, the growing demand for their services is insane. Grats on the ROI.
5.
 
Re: Morning Tech Bits
Jul 24, 2020, 16:28
5.
Re: Morning Tech Bits Jul 24, 2020, 16:28
Jul 24, 2020, 16:28
 
Cram wrote on Jul 24, 2020, 13:41:
wtf_man wrote on Jul 24, 2020, 12:12:
Zen 3, here I come!

Right? And with the rumors/leaks of RNDA2 looking like a total beast and potentially equal to if not better than Ampere, I might be doing a complete 180 here on my next build - going from an Intel/Nvidia combo for the last 15 years to a full AMD setup... crazy. Famous last words..

As someone with an all AMD system right now (3700X + 5700XT)...don't. While the hardware may kick total ass on paper, AMD's Radeon drivers on Windows are years behind Nvidia's. If AMD put their Linux driver team on also doing the Windows drivers, I would be less skeptical. As it stands, their Windows driver team is like a group of C stringers. Which is truly disappointing.
"Just take a look around you, what do you see? Pain, suffering, and misery." -Black Sabbath, Killing Yourself to Live.
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6.
 
Re: Morning Tech Bits
Jul 24, 2020, 16:33
Cram
 
6.
Re: Morning Tech Bits Jul 24, 2020, 16:33
Jul 24, 2020, 16:33
 Cram
 
Burrito of Peace wrote on Jul 24, 2020, 16:28:
Cram wrote on Jul 24, 2020, 13:41:
wtf_man wrote on Jul 24, 2020, 12:12:
Zen 3, here I come!

Right? And with the rumors/leaks of RNDA2 looking like a total beast and potentially equal to if not better than Ampere, I might be doing a complete 180 here on my next build - going from an Intel/Nvidia combo for the last 15 years to a full AMD setup... crazy. Famous last words..

As someone with an all AMD system right now (3700X + 5700XT)...don't. While the hardware may kick total ass on paper, AMD's Radeon drivers on Windows are years behind Nvidia's. If AMD put their Linux driver team on also doing the Windows drivers, I would be less skeptical. As it stands, their Windows driver team is like a group of C stringers. Which is truly disappointing.

Excellent point. Thank you.
I'm on the AMD reddit all the time; yeah people aren't happy with their software (understatement), and haven't been for years.
7.
 
Re: Morning Tech Bits
Jul 24, 2020, 17:26
7.
Re: Morning Tech Bits Jul 24, 2020, 17:26
Jul 24, 2020, 17:26
 
Burrito of Peace wrote on Jul 24, 2020, 16:28:
As someone with an all AMD system right now (3700X + 5700XT)...don't. While the hardware may kick total ass on paper, AMD's Radeon drivers on Windows are years behind Nvidia's. If AMD put their Linux driver team on also doing the Windows drivers, I would be less skeptical. As it stands, their Windows driver team is like a group of C stringers. Which is truly disappointing.

Yeah... I wouldn't touch their Video cards because of that, either.

That said... AMD has about 6 months to pull their heads out of their @sses on that front before my next build.
Definitely going Zen 3 though.
Get your games from GOG DAMMIT!
Avatar 19499
8.
 
Re: Morning Tech Bits
Jul 24, 2020, 19:05
8.
Re: Morning Tech Bits Jul 24, 2020, 19:05
Jul 24, 2020, 19:05
 
Cram wrote on Jul 24, 2020, 16:33:
Excellent point. Thank you.
I'm on the AMD reddit all the time; yeah people aren't happy with their software (understatement), and haven't been for years.

I've pretty much been on AMD forever and I've been hearing that forever and it's just not true. Those complaints are from the scrubs that don't know how to build and run a PC properly. Most people who run AMD will heartily agree. That isn't to say that aren't issues with particular games - which are built - and subsidized - by Nvidia and/or Intel - but on the whole it's a completely pain free experience with the overwhelming majority of stuff.
"I like my coffee like I like my women. Black, with a side of prune danish." - Gilbert Gottfried
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9.
 
Re: Morning Tech Bits
Jul 25, 2020, 10:25
9.
Re: Morning Tech Bits Jul 25, 2020, 10:25
Jul 25, 2020, 10:25
 
Assume that whatever the inverse of what Cutter says is true and you'll never go amiss.
"Just take a look around you, what do you see? Pain, suffering, and misery." -Black Sabbath, Killing Yourself to Live.
Avatar 21247
10.
 
Re: Morning Tech Bits
Jul 25, 2020, 12:51
10.
Re: Morning Tech Bits Jul 25, 2020, 12:51
Jul 25, 2020, 12:51
 
Burrito of Peace wrote on Jul 24, 2020, 16:28:
Cram wrote on Jul 24, 2020, 13:41:
wtf_man wrote on Jul 24, 2020, 12:12:
Zen 3, here I come!

Right? And with the rumors/leaks of RNDA2 looking like a total beast and potentially equal to if not better than Ampere, I might be doing a complete 180 here on my next build - going from an Intel/Nvidia combo for the last 15 years to a full AMD setup... crazy. Famous last words..

As someone with an all AMD system right now (3700X + 5700XT)...don't. While the hardware may kick total ass on paper, AMD's Radeon drivers on Windows are years behind Nvidia's. If AMD put their Linux driver team on also doing the Windows drivers, I would be less skeptical. As it stands, their Windows driver team is like a group of C stringers. Which is truly disappointing.

Odd, I have had few problems with their drivers and those that I have had have been fixed in the next patch. None of those were major problems either.
11.
 
Re: Morning Tech Bits
Jul 25, 2020, 12:53
11.
Re: Morning Tech Bits Jul 25, 2020, 12:53
Jul 25, 2020, 12:53
 
Burrito of Peace wrote on Jul 25, 2020, 10:25:
Assume that whatever the inverse of what Cutter says is true and you'll never go amiss.

The same could be said about you. I have put a bunch of AMD GPUs in systems I build and have not had any major issues from any of my sales. So just because you are having some issues does not mean the rest of the world isn't.
12.
 
Re: Morning Tech Bits
Jul 25, 2020, 16:02
12.
Re: Morning Tech Bits Jul 25, 2020, 16:02
Jul 25, 2020, 16:02
 
Cram wrote on Jul 24, 2020, 15:48:
RogueSix wrote on Jul 24, 2020, 14:48:
Cram wrote on Jul 24, 2020, 13:41:
Seriously considering buying some stock of AMD (not just because it went nuts today and a couple days ago)... With RNDA2, Zen3 and 4 coming up, RDNA3 and the consoles releasing in a few months if feels like it's a stock that can't fail... EDIT: and their continuing growth/success in the server market and expanding in OEMS too for their processors.

As usual for the stock market most of the above is already factored into the current valuation of the stock... and some would say it is factored in more than properly already. The AMD P/E ratio is already through the roof. AMD has a P/E of over 70 while Intel sits at 12, i.e. AMD stock is valued 6x higher than Intel (nVidia is at about 40 by the way which is also considered "dangerously" high by many). The long term S&P 500 average P/E is between 13 and 15. AMD will have to keep posting record after record to justify the high valuation or many investors will drop it like a hot potato if there is as much as a slight hiccup.

OTOH, the stock market rarely follows logic. It is entirely possible that AMD stock will just keep trucking into infinity. I will stay away from it but that might be a poor choice, of course, if the stock hits $100 next year. Hindsight is always 20/20.
As a more conservative investor, I have personally invested in a less "hot" and more neutral stock a few months ago: TSMC. Bought it in March and it stands at +33% for now. Not too bad...

Thank you for the reply - I'm a stock market scrub looking to take a course.
TSMC, the growing demand for their services is insane. Grats on the ROI.
Both stocks will go into the toilet if the mainland attacks Taiwan.
I'm a smoldering volcano of virility. At least, that's what I tell myself.
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