I need to buy AMD stock. . #Helpful Post

storms are coming I feel a couple drops

which must mean bad news for Intel the

big thing this year at Computex is AMD

not necessarily even the products

themselves they're important and we are

going to talk about them in a moment

here but it's more about the dramatic

change that's unfolding in the computer

industry as we speak so two years ago

almost to the day

AMD surprise launched their risin thread

Ripper workstation CPU lineup now thread

Ripper was only a niche product and one

that Intel could counter by tacking

overclocking features onto neutered

server chips that they were already

working on but it still put team glue on

their heels this year forget about heels

in 2019 AMD is putting Intel Street on

their ass with direct attacks on nearly

every single segment of Intel CPU

business data center and supercomputing

mainstream consumer and even the

previously unthinkable mobile Xen - epic

and risin are a really really big deal

so that leaves us talking about the very

real possibility that your next high-end

computer whether you're assisted min at

a data center or a gamer at home is

going to be a red one now I can't

comment on any of the demos that took

place after the keynote because I ran

out immediately to film this video but

what I can do is combine my thoughts on

the keynote with everything that I've

learned while poking around Taipei over

the last couple of days the main news

for you guys

has got to be the launch of X 5:17 a.m.

these new mainstream motherboard chipset

that leapfrogs Intel and technology

features for the first time since I

don't know 2003 I guess that's not

normal and neither is the amount of

support that AMD is getting for it

so let's talk about that first without

even having any performance numbers or

pricing you can usually make a pretty

educated guess as to how strong a new

CPU lineup is going to be simply by

looking at the amount of investment that

a chip maker is getting from their

partners I mean think about it no one is

going to spend the R&D; time and money

that's required to create a top-tier

overclocking gaming motherboard for an

overpriced CPU with crummy performance

and likewise no one builds out an

enormous line-up of motherboards a seuss

alone announced Ferdie unless the CPUs

that go in them are expected to sell

like Bob's your uncle

so all of this stuff comes from the

stage demos which have to be taken with

at least a small grain of salt until we

get the products in our hands but it

looks like right now AMD is bringing the

fight to Intel in terms of not just

multi-threading performance something

we've gotten used to over the last

couple of years but even single threaded

and gaming performance with their top

tier rise in 9:12 core managing a boost

clock of 4.6 gigahertz with an announced

15% improvement in per clock performance

over last gen so what that means in

summary is that barring something

totally unforeseen within a couple of

months AMD will be matching or even

measurably out performing Intel and I

don't mean with an asterisk at a given

budget I'm talking outright so imma let

that sink in for a minute and the good

news for fans of innovation in the PC

space just keeps on coming one of the

other big headlines for this launch is

PCI Express gen for the next iteration

of the high speed interconnect that we

use for everything from graphics cards

to network cards to even storage these

days

PCI Express Gen 4 is double the speed of

its predecessor so that means that the

40 total PCI Express Lanes 20 from the

chip four of which linked to the chipset

and then 20 branching off from there can

provide up to double the available

bandwidth of last Gen 4 supported

devices while still maintaining support

for legacy ones and the crazy thing this

caught me totally off guard is that

there are going to be devices to plug

into it basically right away AMD

announced their own PCI Express Gen 4

GPUs based on their new Navi

architecture on stage and then right

after the keynote my inbox lit up

immediately with an announcement from

Corsair for an MDOT - SSD that reaches

nearly five gigabit per second data

transfer speeds thanks to its use of PCI

Express Gen 4 now this next-gen

interconnects does come with a cost

every single X 570 motherboard that

we've seen even a Seuss's crosshair

formula which has water cooling onboard

for the V RMS has a fan to actively cool

the chipset heatsink word on the street

is that the reason for that is that this

chip can suck as much as 11 watt like

think about that that is dangerously

close to the 15 watts of Intel's u

series mobile CPUs now on the subject of

pulling lots of power the most reliable

rumors indicate that in addition to the

6 8 and 12 core products that they

announced today AMD's third gen Rison

line-up will have 16 core products at

some point which means that motherboard

compatibility is going to get even more

complicated than we already thought it

would now back when Rison first launched

AMD committed to longer life spans for

that socket so you'd be able to take

your existing a m4 motherboard and

upgrade it with new cpus for a long time

but then the thing is they went and

surprised their partners by cranking up

the number of cores on their CPUs in

just a couple of years so that means

that the first gen boards were simply

not designed to handle the power draw or

in some cases even the required firmware

of these new chips so we talked to MSI

and they are not supporting third gen

Rison on 1st gen boards they're advising

against using 2nd gen boards with third

gen Rison and even on their 3rd gen

boards they're recommending using some

common sense when creating your pairing

so they were only really comfortable

recommending their top-end boards which

can comfortably deliver 300 watts or

more to the CPU socket if you're going

to be overclocking the upcoming 16 Corp

a seuss by contrast was a little more

bullish saying that literally everything

in their lineup will handle up to a 16

core or frankly even more they felt like

they learned a big lesson last time

around when AMD blindsided them with

much more power hungry chips and they

don't want to get put in a position

where they can't support a new chip

because the motherboard hardware just

wasn't built for it honestly though

that's not even a sis's biggest feature

the main benefit of their higher-end

boards so any of the full sized rog

boards is apparently a new hardware

tweak that they found that they promise

will improve memory overclocking margins

quite considerably and this could be an

absolutely huge deal like a game changer

for asus because AMD processors are so

dependent on memory frequency to perform

their best so I am really looking

forward to testing to see if this

Hardware tweak actually makes a

difference

though come to think of it I'm having a

hard time coming up with anything about

this entire situation that I'm not

looking forward to thing is like nothing

against Intel they're a great partner

and they make great products but until

AMD gave them a kick in the shorts it

had been a long while since they excited

me as an enthusiast and as a consumer

and now with this announcement they are

getting a good and proper wake-up call

here because this will impact their

sales and their bottom line over not

just the next couple of quarters but

even the next couple of years the

craziest part is that up until now I've

only talked about the DIY and enthusiast

stuff I haven't even touched on amd64

core refresh to their ethic data center

platform and the stunning number of

design wins that they were showing off

in pre-built desktops and mobile

especially gaming notebooks like these

are big markets that make up a

significant chunk of Intel's portfolio

you can tell the news is getting really

bad because it's finally starting to

rain so that's where the prospect of AMD

stock starts to look appealing now to be

clear I am NOT your financial adviser

and I'm not actually planning to buy any

AMD stock because holding PC hardware

stocks would be an enormous conflict of

interest for me it's just that from both

the leaked and the public Intel roadmaps

that I've seen I don't have any reason

to believe that Intel is going to be

able to regain their performance

leadership position until sometime after

2020 and that's an if not a guaranteed

when like it is looking like it's gonna

be a bad couple of years over it Intel

headquarters I mean honestly the only

good news I can find in all of this for

Intel is that if AMD has consumer chips

that dramatically outperform Intel's

then maybe that'll help Intel resolve

all the cpu shortages that they've been

going through since they the

and for them we'll probably start to

drop so silver lining am i right now

AMD could still let me down they've

certainly done it before

and they're probably gonna do it again

but for better or for worse I'm on the

hype train pretty hard this time so all

I can do now is just hope that I don't

end up eating my words because words

aren't delicious not like private

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