this post was submitted on 05 Nov 2024
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I predicted in 2017 stock price over $100 when that happened.
Took about 3-4 years longer than expected, but still congratulations to AMD, on their successful fight back from the brink of bankruptcy.
Not to diminish the hard work AMD has put in, but it's at least partially related to Intel's ongoing issues with quality assurance (or the lack thereof, rather), and thus it's arguable that they hold a stronger position at least partially due to Intel's weakness in the last 10 years.
Their market cap crossed paths well before that the 14th gen issues. Intel seems to be rushing things specifically because they're trying to catch up to AMD, and is sacrificing too much to get there.
Having a usable product while your opponents continually shoot themselves in the foot is a viable market strategy.
Valve Corporation has entered the chat.
Sony is also really good at this. With the PS2 against the Dreamcast, they walked on stage, said "$299", and walked off. Later, the PS3 was struggling against the XB360, but then the Red Ring of Death issues popped up and they pulled way ahead. Microsoft then tries a bunch of Kintect crap with the next generation, and Sony says "do you want to play games? Buy a PS4. It will play games" and they win that generation outright.
Tons of other problems with Sony, but they are masters of taking advantage of competitors' mistakes.
What is this strategy called?
"Basic competence?"
The best strategy there is
Absolutely, if Intel hadn't been sleeping on their laurels for 5 years on desktop performance, and had made 6 and 8 core CPUs themselves before Ryzen arrived. Ryzen would not have been nearly as successful. This was followed by the catastrophic Intel 10nm fab failures, allowing AMD to stay ahead even longer.
So absolutely, AMD has been helped a lot by Intel failing to react in time, and then failing in execution when they did react.
Still I think congratulation is in order, because Ryzen was such a huge improvement on the desktop and server, that they absolutely deserve their success. Threadripper was icing on the cake, and completely trashed Intel in the workstation segment.
And AMD exposed Intel's weakness in face of real competition. Arm and Nvidia had already done that in their respective areas, but AMD did it on Intel's core business.
Their entire architecture also seems to be just plain behind now. The Ultra 2xx series of processors is not only on TSMC, but on a better node than AMD is using for Ryzen 9000 series. But you wouldn't know it from the benchmarks of either performance or efficiency.
For people who weren't looking for a developer workstation back then: Threadripper suddenly brought the performance of a xeon workstation costing more than 20k for just a bit over 2k.
That suddenly wasn't a "should I really invest that much money" situation, but a "I'd be stupid not to, productivity increase will pay for that over the next month or so"
Found the fellow Rust developer
Cargo build universe
For sure, and as someone who has been stuck running Linux on an Intel box after being spoiled by all-AMD for about 6 years, I gotta say, the fact that a lot of AMD stuff "just works" in Linux when you have to jump through hoops for the same from Intel is probably a big reason they're picking up in datacenters, too. Datacenters don't usually run on fucking Windows Server, they usually run Linux, and AMD just plays better with Linux at the moment. (In my personal experience, anyway)
Yes this too is really a turnaround compared to "old times". Intel used to be the safe choice, that's definitely not the case anymore.
Not security?