c*a
2 楼
I don't think this will happen
intc will pick up some, but it will be a painful process for them
intc will pick up some, but it will be a painful process for them
y*u
4 楼
据说主要问题是很多专利绕不过去
l*m
6 楼
其实如果AMD把GPU部门卖给Intel,把CPU给女大,这个最有意思
:intel一直想通过集成击垮nvda,没成。现在它要重走nvda走过的路,没个三五年做不
:好,三五年以后市场会是另一个番光景。intel缺乏长远眼光。
:intel一直想通过集成击垮nvda,没成。现在它要重走nvda走过的路,没个三五年做不
:好,三五年以后市场会是另一个番光景。intel缺乏长远眼光。
l*m
12 楼
Intel和女大两边各自出每股10刀,总共每股20刀把AMD拆了,回馈股东呀。这样老黄苏
妈就在一起了
:”AMD把GPU部门卖给Intel“ 可能性和合理性还是存在的 问题是卖了amd没啥故事可将
:
妈就在一起了
:”AMD把GPU部门卖给Intel“ 可能性和合理性还是存在的 问题是卖了amd没啥故事可将
:
c*a
15 楼
However, it may not be a bad idea for nvidia to outright buy AMD's CPU
business. It can be much more integrated and there will be less likelihood
for intel to set up traps. CPU is becoming less and less important anyway.
AMD market cap 10.86B. To get board control you only need half of it. With
some premium it can be done at 7B. Nvidia does not want AMD's GPU business
and it can probably be done cheaper. Nvidia now spends 2B in quarterly share
buyback. This is almost pocket money. And AMD still has lots of IP.
business. It can be much more integrated and there will be less likelihood
for intel to set up traps. CPU is becoming less and less important anyway.
AMD market cap 10.86B. To get board control you only need half of it. With
some premium it can be done at 7B. Nvidia does not want AMD's GPU business
and it can probably be done cheaper. Nvidia now spends 2B in quarterly share
buyback. This is almost pocket money. And AMD still has lots of IP.
p*f
16 楼
1) AMD要是能卖x86 business,早卖给土鳖国接盘侠了。Intc早有协议不让卖的。卖了
一堆交叉专利就失效了。Trust me, 土鳖国比任何一个其他potential buyer都想得到
x86授权,更别说直接买过来做CPU。两年前AMD股价才2块钱,市值2B。要是能出手,憋
国土豪会等到今天?
2) x86对NV意义没那么大了。他的爆点跟x86都没关系。NV一大特点就是只做niche
marketing,险中求胜,做好了就是独食。x86花大钱买过来直接面对intc几十年的积累
,分心了反而拖累。
上面说了,NV在他的niche market江湖地位一点也不亚于果子。在x86上做老二不利于
提升整体B格。能在x86打败intc不是几年就可以做到的。
另外,NVDA不是类似CSCO,AGVO/BRCM之类的公司,搞什么都买过来再说。NV收购极极
极少,基本他只专注nitche market,别人不做,或做不好的。
share
【在 c******a 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: However, it may not be a bad idea for nvidia to outright buy AMD's CPU
: business. It can be much more integrated and there will be less likelihood
: for intel to set up traps. CPU is becoming less and less important anyway.
: AMD market cap 10.86B. To get board control you only need half of it. With
: some premium it can be done at 7B. Nvidia does not want AMD's GPU business
: and it can probably be done cheaper. Nvidia now spends 2B in quarterly share
: buyback. This is almost pocket money. And AMD still has lots of IP.
一堆交叉专利就失效了。Trust me, 土鳖国比任何一个其他potential buyer都想得到
x86授权,更别说直接买过来做CPU。两年前AMD股价才2块钱,市值2B。要是能出手,憋
国土豪会等到今天?
2) x86对NV意义没那么大了。他的爆点跟x86都没关系。NV一大特点就是只做niche
marketing,险中求胜,做好了就是独食。x86花大钱买过来直接面对intc几十年的积累
,分心了反而拖累。
上面说了,NV在他的niche market江湖地位一点也不亚于果子。在x86上做老二不利于
提升整体B格。能在x86打败intc不是几年就可以做到的。
另外,NVDA不是类似CSCO,AGVO/BRCM之类的公司,搞什么都买过来再说。NV收购极极
极少,基本他只专注nitche market,别人不做,或做不好的。
share
【在 c******a 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: However, it may not be a bad idea for nvidia to outright buy AMD's CPU
: business. It can be much more integrated and there will be less likelihood
: for intel to set up traps. CPU is becoming less and less important anyway.
: AMD market cap 10.86B. To get board control you only need half of it. With
: some premium it can be done at 7B. Nvidia does not want AMD's GPU business
: and it can probably be done cheaper. Nvidia now spends 2B in quarterly share
: buyback. This is almost pocket money. And AMD still has lots of IP.
T*a
17 楼
尼玛,这是说老黄只卖片子给tesla,不卖给toyota了?
【在 p**f 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: 1) AMD要是能卖x86 business,早卖给土鳖国接盘侠了。Intc早有协议不让卖的。卖了
: 一堆交叉专利就失效了。Trust me, 土鳖国比任何一个其他potential buyer都想得到
: x86授权,更别说直接买过来做CPU。两年前AMD股价才2块钱,市值2B。要是能出手,憋
: 国土豪会等到今天?
: 2) x86对NV意义没那么大了。他的爆点跟x86都没关系。NV一大特点就是只做niche
: marketing,险中求胜,做好了就是独食。x86花大钱买过来直接面对intc几十年的积累
: ,分心了反而拖累。
: 上面说了,NV在他的niche market江湖地位一点也不亚于果子。在x86上做老二不利于
: 提升整体B格。能在x86打败intc不是几年就可以做到的。
: 另外,NVDA不是类似CSCO,AGVO/BRCM之类的公司,搞什么都买过来再说。NV收购极极
【在 p**f 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: 1) AMD要是能卖x86 business,早卖给土鳖国接盘侠了。Intc早有协议不让卖的。卖了
: 一堆交叉专利就失效了。Trust me, 土鳖国比任何一个其他potential buyer都想得到
: x86授权,更别说直接买过来做CPU。两年前AMD股价才2块钱,市值2B。要是能出手,憋
: 国土豪会等到今天?
: 2) x86对NV意义没那么大了。他的爆点跟x86都没关系。NV一大特点就是只做niche
: marketing,险中求胜,做好了就是独食。x86花大钱买过来直接面对intc几十年的积累
: ,分心了反而拖累。
: 上面说了,NV在他的niche market江湖地位一点也不亚于果子。在x86上做老二不利于
: 提升整体B格。能在x86打败intc不是几年就可以做到的。
: 另外,NVDA不是类似CSCO,AGVO/BRCM之类的公司,搞什么都买过来再说。NV收购极极
d*m
19 楼
What a joke. If NVDA wanna kill AMD, it would have 1000 chances. Thus, the
conclusion is that it is actually NVDA and INTC who make AMD alive.
conclusion is that it is actually NVDA and INTC who make AMD alive.
u*l
20 楼
Oh ya show us 1/1000! Recall about 10 years ago, into retreated its chipset
license from nvda, what happened to then poor Lao Huang? He is nowhere to
brag as big as you just stated! Wake up!
【在 d*******m 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: What a joke. If NVDA wanna kill AMD, it would have 1000 chances. Thus, the
: conclusion is that it is actually NVDA and INTC who make AMD alive.
license from nvda, what happened to then poor Lao Huang? He is nowhere to
brag as big as you just stated! Wake up!
【在 d*******m 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: What a joke. If NVDA wanna kill AMD, it would have 1000 chances. Thus, the
: conclusion is that it is actually NVDA and INTC who make AMD alive.
u*l
21 楼
Oh ya show us 1/1000! Recall about 10 years ago, into retreated its chipset
license from nvda, what happened to then poor Lao Huang? He is nowhere to
brag as big as you just stated! Wake up!
【在 d*******m 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: What a joke. If NVDA wanna kill AMD, it would have 1000 chances. Thus, the
: conclusion is that it is actually NVDA and INTC who make AMD alive.
license from nvda, what happened to then poor Lao Huang? He is nowhere to
brag as big as you just stated! Wake up!
【在 d*******m 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: What a joke. If NVDA wanna kill AMD, it would have 1000 chances. Thus, the
: conclusion is that it is actually NVDA and INTC who make AMD alive.
d*e
26 楼
都不要争了,几年内按摩店是死不了的,VEGA暂时玩游戏不太行,但计算能力还是不错
的。
APU现在上市了,苏妈在BESTBUY进货:
http://twitter.com/LisaSu/status/929885959918845952
的。
APU现在上市了,苏妈在BESTBUY进货:
http://twitter.com/LisaSu/status/929885959918845952
d*e
27 楼
AMD Ryzen™ 5 2500U $600
http://store.hp.com/us/en/pdp/hp-envy-x360-convertible-laptop-15z-touch-1za07av-1
http://store.hp.com/us/en/pdp/hp-envy-x360-convertible-laptop-15z-touch-1za07av-1
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