XLNX as a way to invest in AMD...

A

Anthony William Sloman

Guest
On Sunday, January 2, 2022 at 12:42:31 PM UTC+11, Flyguy wrote:
On Friday, December 31, 2021 at 5:37:41 AM UTC-8, bill....@ieee.org wrote:
On Friday, December 31, 2021 at 6:33:10 PM UTC+11, Flyguy wrote:
On Thursday, December 30, 2021 at 9:46:26 PM UTC-8, bill....@ieee.org wrote:
On Friday, December 31, 2021 at 4:07:46 PM UTC+11, Flyguy wrote:
On Thursday, December 30, 2021 at 7:50:15 PM UTC-8, bill....@ieee..org wrote:
On Friday, December 31, 2021 at 8:23:22 AM UTC+11, Flyguy wrote:
On Wednesday, December 29, 2021 at 5:52:21 PM UTC-8, bill....@ieee.org wrote:
On Thursday, December 30, 2021 at 12:25:31 PM UTC+11, Flyguy wrote:
On Monday, December 27, 2021 at 1:59:59 PM UTC-8, gnuarm.del...@gmail.com wrote:
On Wednesday, December 15, 2021 at 1:01:10 AM UTC-5, Flyguy wrote:
snip
Neither produces the lithography: AMAT, LRCX, and KLAC do. In fact, AMD produces clones of INTC processors, not the other way around. It\'s one of the things they do.

No, SNIPPERMAN, INTC DOES NOT produce lithography machines.
Nobody said that they did. ASML in the Netherlands is about the only company that does, these days.
INTC doesn\'t produce clones of AMD processors despite the fact that there is a market for them.

Hey Einstein, it\'s the other way around.

I wonder what Flyguy thought that he was saying there.

If you could think you might think about why.

Someone who describes themselves as smarter than everyone else, as you DO, should know this.

I don\'t describe myself as smarter than anybody else - merely smarter than you, as pretty much everybody else who posts here can claim. You resent this and try generalise it in a thoroughly unrealistic way, as somebody as dim as you could be expected to do.

No, you are DUMBER, A LOT DUMBER, than I am. You advocate NUKING YOUR OWN FUCKING COUNTRY!! Need I say more?

That\'s not really what I advocated, and if you weren\'t quite a dumb as you are you wouldn\'t make the claim the way you do.

Nuclear tests sites in Australia and the US illustrate the fact that nuking remote bits of your own country was perfectly acceptable a few years ago, and nobody sane labels the politicians that okayed it as dumb. You implicitly do, but you aren\'t exactly sane.

I\'ve got to hand it to you, Sloman, you don\'t back down in the face of your OVERWHELMINGLY OBVIOUS STUPIDITY.

Happily, the stupidity is all yours.. and you do make it overwhelmingly obvious.
Above-ground nuke tests were BANNED years ago for good reason: they KILL PEOPLE:
https://www.americanscientist.org/article/fallout-from-nuclear-weapons-tests-and-cancer-risks
So does a lot of other stuff. Climate change is doing better already. Your habit of carrying around a concealed carry weapon reflects a stupidity that has killed a lot more people than nuclear tests ever did.

Your article witters on at great length about radiation exposure from the fall-out from nuclear tests.

Not a peep about potassium-40, which is the largest source of natural radioactivity in animals including humans. One banana a day would supply about 1% of your natural radiation dose. Nuclear tests never added much (unless you were unlucky enough to be directly down-wind of a very recent test). Chernobyl was nasty, but it wasn\'t any kind of intentional nuclear test.

https://en.wikipedia.org/wiki/Potassium-40

As usual, your link doesn\'t say what you seem to think it says, mainly because you lack the wit to process what it was telling you.

Hey Sloman, you are about the ONLY IDIOT ON EARTH trying to defend atmospheric detonation of nuclear weapons - doesn\'t that make you the LEAST BIT uncomfortable? It SHOULD!

I wasn\'t advocating the atmospheric detonation of a nuclear weapon. I was advocating making an iron ore deposit inaccessible to an invading enemy by setting off a buried nuclear weapon, Project Plowshare style.

The fact that your government own hundred of nuclear weapons with the well advertised intention of setting them off in the atmosphere in case of nuclear war would makes them much more idiotic - if we were silly enough to take your moronic assertions seriously.

You really do go to a lot of trouble to advertise - frequently - precisely how much of an idiot you are. We have got the message. You could shut up about it, but you are an idiot, so you won\'t.

--
Bill Sloman, Sydney
 
R

Rick C

Guest
On Saturday, January 1, 2022 at 9:07:34 PM UTC-5, Flyguy wrote:
> AMD doesn\'t have to \"snip away\" at Intel\'s market share - they have to take it over wholesale. And as YOU said, owning XLNX is just a proxy for owning AMD.

I don\'t understand what you mean. AMD is grabbing market share from Intel, with both hands, and Intel can\'t stop it. Intel is yesterday\'s news. Actually it has been a long time since Intel was a good investment. Over the last three years they\'ve seen a 10% gain in value while the Nasdaq has seen 135% gain. You could probably use a dart board to pick stocks and do better than Intel.

Yes, Xilinx is a proxy for buying AMD stock with a significant kicker. A really good proxy. :)

I don\'t get where the \"only\" comes from!

--

Rick C.

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R

Rick C

Guest
On Saturday, January 1, 2022 at 9:21:57 PM UTC-5, amdx wrote:
Since this all started, XLNX is down, INTC is up 1% and my Total Stock
Market Mutual fund is up 3%. Carry on.

If you are paying attention to the Xilinx stock price, you have missed the entire point of this conversation.

--

Rick C.

--+ Get 1,000 miles of free Supercharging
--+ Tesla referral code - https://ts.la/richard11209
 
F

Flyguy

Guest
On Saturday, January 1, 2022 at 8:47:13 PM UTC-8, gnuarm.del...@gmail.com wrote:
On Saturday, January 1, 2022 at 9:21:57 PM UTC-5, amdx wrote:

Since this all started, XLNX is down, INTC is up 1% and my Total Stock
Market Mutual fund is up 3%. Carry on.
If you are paying attention to the Xilinx stock price, you have missed the entire point of this conversation.

--

Rick C.

--+ Get 1,000 miles of free Supercharging
--+ Tesla referral code - https://ts.la/richard11209

YOU haven\'t been paying attention - it DOESN\'T MATTER what has happened in the past, it only matters WHERE it\'s going.
 
A

Anthony William Sloman

Guest
On Sunday, January 2, 2022 at 3:55:17 PM UTC+11, Flyguy wrote:
On Saturday, January 1, 2022 at 8:47:13 PM UTC-8, gnuarm.del...@gmail.com wrote:
On Saturday, January 1, 2022 at 9:21:57 PM UTC-5, amdx wrote:

Since this all started, XLNX is down, INTC is up 1% and my Total Stock
Market Mutual fund is up 3%. Carry on.
If you are paying attention to the Xilinx stock price, you have missed the entire point of this conversation.

YOU haven\'t been paying attention - it DOESN\'T MATTER what has happened in the past, it only matters WHERE it\'s going.

And Flyguy thinks he owns a working crystal ball, and reads it to tell us what he thinks it says.

It\'s all a load of balls, but Flyguy is much too dumb to realise quite how dumb he really is. Dunning-Kruger on steroids.

https://en.wikipedia.org/wiki/Dunning%E2%80%93Kruger_effect

--
Bill Sloman, Sydney
 
R

Rick C

Guest
On Saturday, January 1, 2022 at 11:55:17 PM UTC-5, Flyguy wrote:
On Saturday, January 1, 2022 at 8:47:13 PM UTC-8, gnuarm.del...@gmail.com wrote:
On Saturday, January 1, 2022 at 9:21:57 PM UTC-5, amdx wrote:

Since this all started, XLNX is down, INTC is up 1% and my Total Stock
Market Mutual fund is up 3%. Carry on.
If you are paying attention to the Xilinx stock price, you have missed the entire point of this conversation.

--

Rick C.

--+ Get 1,000 miles of free Supercharging
--+ Tesla referral code - https://ts.la/richard11209
YOU haven\'t been paying attention - it DOESN\'T MATTER what has happened in the past, it only matters WHERE it\'s going.

Yes, and that\'s why Intel is a poor investment. There is no reason to think they are going to do any better in 2022 than in the prior 3 years. I really don\'t get your thinking. You keep talking like the P/E ratio is important in some way when it\'s not. P/E is about the past which you acknowledge is not relevant. Why do you contradict yourself this way?

--

Rick C.

-+- Get 1,000 miles of free Supercharging
-+- Tesla referral code - https://ts.la/richard11209
 
F

Flyguy

Guest
On Sunday, January 2, 2022 at 1:29:05 AM UTC-8, gnuarm.del...@gmail.com wrote:
On Saturday, January 1, 2022 at 11:55:17 PM UTC-5, Flyguy wrote:
On Saturday, January 1, 2022 at 8:47:13 PM UTC-8, gnuarm.del...@gmail.com wrote:
On Saturday, January 1, 2022 at 9:21:57 PM UTC-5, amdx wrote:

Since this all started, XLNX is down, INTC is up 1% and my Total Stock
Market Mutual fund is up 3%. Carry on.
If you are paying attention to the Xilinx stock price, you have missed the entire point of this conversation.

--

Rick C.

--+ Get 1,000 miles of free Supercharging
--+ Tesla referral code - https://ts.la/richard11209
YOU haven\'t been paying attention - it DOESN\'T MATTER what has happened in the past, it only matters WHERE it\'s going.
Yes, and that\'s why Intel is a poor investment. There is no reason to think they are going to do any better in 2022 than in the prior 3 years. I really don\'t get your thinking. You keep talking like the P/E ratio is important in some way when it\'s not. P/E is about the past which you acknowledge is not relevant. Why do you contradict yourself this way?

--

Rick C.

-+- Get 1,000 miles of free Supercharging
-+- Tesla referral code - https://ts.la/richard11209

And we are seeing where XLNX and AMD are going, and that is DOWN. These expensive stocks are getting hammered on the news of a Fed rate hike. Over the last month, they are down 14.1 and 9.1 percent respectively, while INTC is UP 3.3 percent. This is relative performance of 17.4 percent wrt XLNX.
 
A

Anthony William Sloman

Guest
On Saturday, January 8, 2022 at 11:44:17 AM UTC+11, Flyguy wrote:
On Sunday, January 2, 2022 at 1:29:05 AM UTC-8, gnuarm.del...@gmail.com wrote:
On Saturday, January 1, 2022 at 11:55:17 PM UTC-5, Flyguy wrote:
On Saturday, January 1, 2022 at 8:47:13 PM UTC-8, gnuarm.del...@gmail..com wrote:
On Saturday, January 1, 2022 at 9:21:57 PM UTC-5, amdx wrote:

Since this all started, XLNX is down, INTC is up 1% and my Total Stock
Market Mutual fund is up 3%. Carry on.
If you are paying attention to the Xilinx stock price, you have missed the entire point of this conversation.

YOU haven\'t been paying attention - it DOESN\'T MATTER what has happened in the past, it only matters WHERE it\'s going.

And Flyguy thinks he knows where it is going.

Yes, and that\'s why Intel is a poor investment. There is no reason to think they are going to do any better in 2022 than in the prior 3 years. I really don\'t get your thinking. You keep talking like the P/E ratio is important in some way when it\'s not. P/E is about the past which you acknowledge is not relevant. Why do you contradict yourself this way?

And we are seeing where XLNX and AMD are going, and that is DOWN. These expensive stocks are getting hammered on the news of a Fed rate hike. Over the last month, they are down 14.1 and 9.1 percent respectively, while INTC is UP 3.3 percent. This is relative performance of 17.4 percent wrt XLNX.

And is it going to persist? Flyguy thinks he knows, as he thinks he knows the answers to a whole lot of other questions. He\'s much to dim to realise that he doesn\'t have much of an idea of what is actually going on.

--
Bill Sloman, Sydney
 
F

Flyguy

Guest
On Friday, January 7, 2022 at 5:08:10 PM UTC-8, bill....@ieee.org wrote:
On Saturday, January 8, 2022 at 11:44:17 AM UTC+11, Flyguy wrote:
On Sunday, January 2, 2022 at 1:29:05 AM UTC-8, gnuarm.del...@gmail.com wrote:
On Saturday, January 1, 2022 at 11:55:17 PM UTC-5, Flyguy wrote:
On Saturday, January 1, 2022 at 8:47:13 PM UTC-8, gnuarm.del...@gmail.com wrote:
On Saturday, January 1, 2022 at 9:21:57 PM UTC-5, amdx wrote:

Since this all started, XLNX is down, INTC is up 1% and my Total Stock
Market Mutual fund is up 3%. Carry on.
If you are paying attention to the Xilinx stock price, you have missed the entire point of this conversation.

YOU haven\'t been paying attention - it DOESN\'T MATTER what has happened in the past, it only matters WHERE it\'s going.
And Flyguy thinks he knows where it is going.
Yes, and that\'s why Intel is a poor investment. There is no reason to think they are going to do any better in 2022 than in the prior 3 years. I really don\'t get your thinking. You keep talking like the P/E ratio is important in some way when it\'s not. P/E is about the past which you acknowledge is not relevant. Why do you contradict yourself this way?

And we are seeing where XLNX and AMD are going, and that is DOWN. These expensive stocks are getting hammered on the news of a Fed rate hike. Over the last month, they are down 14.1 and 9.1 percent respectively, while INTC is UP 3.3 percent. This is relative performance of 17.4 percent wrt XLNX.
And is it going to persist? Flyguy thinks he knows, as he thinks he knows the answers to a whole lot of other questions. He\'s much to dim to realise that he doesn\'t have much of an idea of what is actually going on.

--
SNIPPERMAN, Sydney

Hey SNIPPERMAN, we know one thing for certain: you have absolutely NO FUCKING IDEA what is going to happen. You don\'t even know that AMD and INTC don\'t make their own litho machines, for God\'s sake (XLNX farms out all of their chips, too, but I am sure you had no clue about that, either).
 
A

Anthony William Sloman

Guest
On Saturday, January 8, 2022 at 4:06:26 PM UTC+11, Flyguy wrote:
On Friday, January 7, 2022 at 5:08:10 PM UTC-8, bill....@ieee.org wrote:
On Saturday, January 8, 2022 at 11:44:17 AM UTC+11, Flyguy wrote:
On Sunday, January 2, 2022 at 1:29:05 AM UTC-8, gnuarm.del...@gmail.com wrote:
On Saturday, January 1, 2022 at 11:55:17 PM UTC-5, Flyguy wrote:
On Saturday, January 1, 2022 at 8:47:13 PM UTC-8, gnuarm.del...@gmail.com wrote:
On Saturday, January 1, 2022 at 9:21:57 PM UTC-5, amdx wrote:

Since this all started, XLNX is down, INTC is up 1% and my Total Stock
Market Mutual fund is up 3%. Carry on.
If you are paying attention to the Xilinx stock price, you have missed the entire point of this conversation.

YOU haven\'t been paying attention - it DOESN\'T MATTER what has happened in the past, it only matters WHERE it\'s going.

And Flyguy thinks he knows where it is going.

Yes, and that\'s why Intel is a poor investment. There is no reason to think they are going to do any better in 2022 than in the prior 3 years. I really don\'t get your thinking. You keep talking like the P/E ratio is important in some way when it\'s not. P/E is about the past which you acknowledge is not relevant. Why do you contradict yourself this way?

And we are seeing where XLNX and AMD are going, and that is DOWN. These expensive stocks are getting hammered on the news of a Fed rate hike. Over the last month, they are down 14.1 and 9.1 percent respectively, while INTC is UP 3.3 percent. This is relative performance of 17.4 percent wrt XLNX.
And is it going to persist? Flyguy thinks he knows, as he thinks he knows the answers to a whole lot of other questions. He\'s much to dim to realise that he doesn\'t have much of an idea of what is actually going on.


Hey Sloman we know one thing for certain: you have absolutely NO FUCKING IDEA what is going to happen.

It\'s Flyguy that thinks that - not any kind of \"we\".

> You don\'t even know that AMD and INTC don\'t make their own litho machines, for God\'s sake (XLNX farms out all of their chips, too, but I am sure you had no clue about that, either).

Flyguy doesn\'t seem to know that I worked on electron beam lithography machines for years, and know a lot more about the semi-conductor business that Flyguy seems to. I even got interviewed for a job at ASML when I lived in the Netherlands - it\'s a Philips spin-off and still has a Philips personnel department, who are just as self-satisfied and incompetent as you\'d expect. It\'s still manages to hire some brilliant engineers and has pretty much tied up the lithography end of the semiconductor business (which isn\'t the whole of it by any means). Phil Hobbs does seem to have contributed to the ASML process - droplets of molten tin come into his bit. Flyguy won\'t get the reference. A guy I talked to about a job in Sydney (which I didn\'t get) did.

There used to be about twenty steps to making a chip, and lithography was only involved in a couple of them.

Ion-beam injection can be one of the stages, but that tends to be for rather specialised jobs. Analog Device had at least one process that exploited it.

They aren\'t all that specific about where that process actually ran.

https://www.analog.com/en/about-adi/quality-reliability/quality-systems/product-manufacturing.html

Flyguy does seem intent on advertising the fact that he is complete idiot, and here he has surpassed himself.

--
Bill Sloman, Sydney
 
R

Rick C

Guest
On Friday, January 7, 2022 at 7:44:17 PM UTC-5, Flyguy wrote:
On Sunday, January 2, 2022 at 1:29:05 AM UTC-8, gnuarm.del...@gmail.com wrote:
On Saturday, January 1, 2022 at 11:55:17 PM UTC-5, Flyguy wrote:
On Saturday, January 1, 2022 at 8:47:13 PM UTC-8, gnuarm.del...@gmail..com wrote:
On Saturday, January 1, 2022 at 9:21:57 PM UTC-5, amdx wrote:

Since this all started, XLNX is down, INTC is up 1% and my Total Stock
Market Mutual fund is up 3%. Carry on.
If you are paying attention to the Xilinx stock price, you have missed the entire point of this conversation.

--

Rick C.

--+ Get 1,000 miles of free Supercharging
--+ Tesla referral code - https://ts.la/richard11209
YOU haven\'t been paying attention - it DOESN\'T MATTER what has happened in the past, it only matters WHERE it\'s going.
Yes, and that\'s why Intel is a poor investment. There is no reason to think they are going to do any better in 2022 than in the prior 3 years. I really don\'t get your thinking. You keep talking like the P/E ratio is important in some way when it\'s not. P/E is about the past which you acknowledge is not relevant. Why do you contradict yourself this way?

--

Rick C.

-+- Get 1,000 miles of free Supercharging
-+- Tesla referral code - https://ts.la/richard11209
And we are seeing where XLNX and AMD are going, and that is DOWN. These expensive stocks are getting hammered on the news of a Fed rate hike. Over the last month, they are down 14.1 and 9.1 percent respectively, while INTC is UP 3.3 percent. This is relative performance of 17.4 percent wrt XLNX.

You are the one who claims it doesn\'t matter what has happened in the past. You also say, \"daily ups and downs ARE NOT what investors look at\". These numbers are all \"daily ups and downs\" and in the past now. But wait, isn\'t the PE ratio a measure of the past? I thought you said it was all about PE!???

You can\'t figure out what you mean, can you?

--

Rick C.

-++ Get 1,000 miles of free Supercharging
-++ Tesla referral code - https://ts.la/richard11209
 
F

Flyguy

Guest
On Saturday, January 8, 2022 at 1:05:06 AM UTC-8, gnuarm.del...@gmail.com wrote:
On Friday, January 7, 2022 at 7:44:17 PM UTC-5, Flyguy wrote:
On Sunday, January 2, 2022 at 1:29:05 AM UTC-8, gnuarm.del...@gmail.com wrote:
On Saturday, January 1, 2022 at 11:55:17 PM UTC-5, Flyguy wrote:
On Saturday, January 1, 2022 at 8:47:13 PM UTC-8, gnuarm.del...@gmail.com wrote:
On Saturday, January 1, 2022 at 9:21:57 PM UTC-5, amdx wrote:

Since this all started, XLNX is down, INTC is up 1% and my Total Stock
Market Mutual fund is up 3%. Carry on.
If you are paying attention to the Xilinx stock price, you have missed the entire point of this conversation.

--

Rick C.

--+ Get 1,000 miles of free Supercharging
--+ Tesla referral code - https://ts.la/richard11209
YOU haven\'t been paying attention - it DOESN\'T MATTER what has happened in the past, it only matters WHERE it\'s going.
Yes, and that\'s why Intel is a poor investment. There is no reason to think they are going to do any better in 2022 than in the prior 3 years. I really don\'t get your thinking. You keep talking like the P/E ratio is important in some way when it\'s not. P/E is about the past which you acknowledge is not relevant. Why do you contradict yourself this way?

--

Rick C.

-+- Get 1,000 miles of free Supercharging
-+- Tesla referral code - https://ts.la/richard11209
And we are seeing where XLNX and AMD are going, and that is DOWN. These expensive stocks are getting hammered on the news of a Fed rate hike. Over the last month, they are down 14.1 and 9.1 percent respectively, while INTC is UP 3.3 percent. This is relative performance of 17.4 percent wrt XLNX.
You are the one who claims it doesn\'t matter what has happened in the past. You also say, \"daily ups and downs ARE NOT what investors look at\". These numbers are all \"daily ups and downs\" and in the past now. But wait, isn\'t the PE ratio a measure of the past? I thought you said it was all about PE!???

You can\'t figure out what you mean, can you?

--

Rick C.

-++ Get 1,000 miles of free Supercharging
-++ Tesla referral code - https://ts.la/richard11209

Hello, while the past does not predict the future, we DO look at past performance to assess our investment judgments. And one month is THIRTY days, not one. I call that short term performance, and that indicator shows AMD and XLNX support breaking down. A 17% difference is a BIG DEAL!
 
R

Rick C

Guest
On Saturday, January 8, 2022 at 2:58:36 PM UTC-5, Flyguy wrote:
On Saturday, January 8, 2022 at 1:05:06 AM UTC-8, gnuarm.del...@gmail.com wrote:
On Friday, January 7, 2022 at 7:44:17 PM UTC-5, Flyguy wrote:
On Sunday, January 2, 2022 at 1:29:05 AM UTC-8, gnuarm.del...@gmail.com wrote:
On Saturday, January 1, 2022 at 11:55:17 PM UTC-5, Flyguy wrote:
On Saturday, January 1, 2022 at 8:47:13 PM UTC-8, gnuarm.del...@gmail.com wrote:
On Saturday, January 1, 2022 at 9:21:57 PM UTC-5, amdx wrote:

Since this all started, XLNX is down, INTC is up 1% and my Total Stock
Market Mutual fund is up 3%. Carry on.
If you are paying attention to the Xilinx stock price, you have missed the entire point of this conversation.

--

Rick C.

--+ Get 1,000 miles of free Supercharging
--+ Tesla referral code - https://ts.la/richard11209
YOU haven\'t been paying attention - it DOESN\'T MATTER what has happened in the past, it only matters WHERE it\'s going.
Yes, and that\'s why Intel is a poor investment. There is no reason to think they are going to do any better in 2022 than in the prior 3 years. I really don\'t get your thinking. You keep talking like the P/E ratio is important in some way when it\'s not. P/E is about the past which you acknowledge is not relevant. Why do you contradict yourself this way?

--

Rick C.

-+- Get 1,000 miles of free Supercharging
-+- Tesla referral code - https://ts.la/richard11209
And we are seeing where XLNX and AMD are going, and that is DOWN. These expensive stocks are getting hammered on the news of a Fed rate hike. Over the last month, they are down 14.1 and 9.1 percent respectively, while INTC is UP 3.3 percent. This is relative performance of 17.4 percent wrt XLNX.
You are the one who claims it doesn\'t matter what has happened in the past. You also say, \"daily ups and downs ARE NOT what investors look at\". These numbers are all \"daily ups and downs\" and in the past now. But wait, isn\'t the PE ratio a measure of the past? I thought you said it was all about PE!???

You can\'t figure out what you mean, can you?

--

Rick C.

-++ Get 1,000 miles of free Supercharging
-++ Tesla referral code - https://ts.la/richard11209
Hello, while the past does not predict the future, we DO look at past performance to assess our investment judgments. And one month is THIRTY days, not one. I call that short term performance, and that indicator shows AMD and XLNX support breaking down. A 17% difference is a BIG DEAL!

You can focus as narrowly as you wish on any particular time frame. Although Intel doesn\'t look at all good until the last week mostly mirroring the Nasdaq. Odd considering the company has not moved significantly for THREE YEARS while the Nasdaq and most stocks have gained significantly in that time. That is separate of the supporting evidence of Intel having fallen behind in the technology race and AMD surging ahead. Intel may see temporary boosts when they have a major announcement at CES or the like, but mostly they continue to fall behind most other successful tech companies like AMD. Poor Intel.

--

Rick C.

+-- Get 1,000 miles of free Supercharging
+-- Tesla referral code - https://ts.la/richard11209
 
F

Flyguy

Guest
On Friday, January 7, 2022 at 10:35:26 PM UTC-8, bill....@ieee.org wrote:
On Saturday, January 8, 2022 at 4:06:26 PM UTC+11, Flyguy wrote:
On Friday, January 7, 2022 at 5:08:10 PM UTC-8, bill....@ieee.org wrote:
On Saturday, January 8, 2022 at 11:44:17 AM UTC+11, Flyguy wrote:
On Sunday, January 2, 2022 at 1:29:05 AM UTC-8, gnuarm.del...@gmail..com wrote:
On Saturday, January 1, 2022 at 11:55:17 PM UTC-5, Flyguy wrote:
On Saturday, January 1, 2022 at 8:47:13 PM UTC-8, gnuarm.del...@gmail.com wrote:
On Saturday, January 1, 2022 at 9:21:57 PM UTC-5, amdx wrote:

Since this all started, XLNX is down, INTC is up 1% and my Total Stock
Market Mutual fund is up 3%. Carry on.
If you are paying attention to the Xilinx stock price, you have missed the entire point of this conversation.

YOU haven\'t been paying attention - it DOESN\'T MATTER what has happened in the past, it only matters WHERE it\'s going.

And Flyguy thinks he knows where it is going.

Yes, and that\'s why Intel is a poor investment. There is no reason to think they are going to do any better in 2022 than in the prior 3 years. I really don\'t get your thinking. You keep talking like the P/E ratio is important in some way when it\'s not. P/E is about the past which you acknowledge is not relevant. Why do you contradict yourself this way?

And we are seeing where XLNX and AMD are going, and that is DOWN. These expensive stocks are getting hammered on the news of a Fed rate hike. Over the last month, they are down 14.1 and 9.1 percent respectively, while INTC is UP 3.3 percent. This is relative performance of 17.4 percent wrt XLNX.
And is it going to persist? Flyguy thinks he knows, as he thinks he knows the answers to a whole lot of other questions. He\'s much to dim to realise that he doesn\'t have much of an idea of what is actually going on.


Hey Sloman we know one thing for certain: you have absolutely NO FUCKING IDEA what is going to happen.

It\'s Flyguy that thinks that - not any kind of \"we\".
You don\'t even know that AMD and INTC don\'t make their own litho machines, for God\'s sake (XLNX farms out all of their chips, too, but I am sure you had no clue about that, either).
Flyguy doesn\'t seem to know that I worked on electron beam lithography machines for years, and know a lot more about the semi-conductor business that Flyguy seems to. I even got interviewed for a job at ASML when I lived in the Netherlands - it\'s a Philips spin-off and still has a Philips personnel department, who are just as self-satisfied and incompetent as you\'d expect. It\'s still manages to hire some brilliant engineers and has pretty much tied up the lithography end of the semiconductor business (which isn\'t the whole of it by any means). Phil Hobbs does seem to have contributed to the ASML process - droplets of molten tin come into his bit. Flyguy won\'t get the reference. A guy I talked to about a job in Sydney (which I didn\'t get) did.

There used to be about twenty steps to making a chip, and lithography was only involved in a couple of them.

Ion-beam injection can be one of the stages, but that tends to be for rather specialised jobs. Analog Device had at least one process that exploited it.

They aren\'t all that specific about where that process actually ran.

https://www.analog.com/en/about-adi/quality-reliability/quality-systems/product-manufacturing.html

Flyguy does seem intent on advertising the fact that he is complete idiot, and here he has surpassed himself.

--
SNIPPERMAN, Sydney

Then, SNIPPERMAN, you SHOULD have known that no chip manufacturer has an edge over another just on lithography alone. And you SHOULD have known that XLNX doesn\'t even have a fab. Neither AMD or INTC has a significant technological edge over the other (XLNX is in a separate business altogether, but I doubt that SNIPPERMAN knows that). Some investors are willing to pay MUCH more for AMD earnings than INTC, but that is the equivalent of the king not wearing clothes - at some point they will figure out they\'ve been had.
 
R

Rick C

Guest
On Saturday, January 8, 2022 at 3:44:37 PM UTC-5, Flyguy wrote:
On Friday, January 7, 2022 at 10:35:26 PM UTC-8, bill....@ieee.org wrote:
On Saturday, January 8, 2022 at 4:06:26 PM UTC+11, Flyguy wrote:
On Friday, January 7, 2022 at 5:08:10 PM UTC-8, bill....@ieee.org wrote:
On Saturday, January 8, 2022 at 11:44:17 AM UTC+11, Flyguy wrote:
On Sunday, January 2, 2022 at 1:29:05 AM UTC-8, gnuarm.del...@gmail.com wrote:
On Saturday, January 1, 2022 at 11:55:17 PM UTC-5, Flyguy wrote:
On Saturday, January 1, 2022 at 8:47:13 PM UTC-8, gnuarm.del....@gmail.com wrote:
On Saturday, January 1, 2022 at 9:21:57 PM UTC-5, amdx wrote:

Since this all started, XLNX is down, INTC is up 1% and my Total Stock
Market Mutual fund is up 3%. Carry on.
If you are paying attention to the Xilinx stock price, you have missed the entire point of this conversation.

YOU haven\'t been paying attention - it DOESN\'T MATTER what has happened in the past, it only matters WHERE it\'s going.

And Flyguy thinks he knows where it is going.

Yes, and that\'s why Intel is a poor investment. There is no reason to think they are going to do any better in 2022 than in the prior 3 years. I really don\'t get your thinking. You keep talking like the P/E ratio is important in some way when it\'s not. P/E is about the past which you acknowledge is not relevant. Why do you contradict yourself this way?

And we are seeing where XLNX and AMD are going, and that is DOWN. These expensive stocks are getting hammered on the news of a Fed rate hike.. Over the last month, they are down 14.1 and 9.1 percent respectively, while INTC is UP 3.3 percent. This is relative performance of 17.4 percent wrt XLNX.
And is it going to persist? Flyguy thinks he knows, as he thinks he knows the answers to a whole lot of other questions. He\'s much to dim to realise that he doesn\'t have much of an idea of what is actually going on.


Hey Sloman we know one thing for certain: you have absolutely NO FUCKING IDEA what is going to happen.

It\'s Flyguy that thinks that - not any kind of \"we\".
You don\'t even know that AMD and INTC don\'t make their own litho machines, for God\'s sake (XLNX farms out all of their chips, too, but I am sure you had no clue about that, either).
Flyguy doesn\'t seem to know that I worked on electron beam lithography machines for years, and know a lot more about the semi-conductor business that Flyguy seems to. I even got interviewed for a job at ASML when I lived in the Netherlands - it\'s a Philips spin-off and still has a Philips personnel department, who are just as self-satisfied and incompetent as you\'d expect. It\'s still manages to hire some brilliant engineers and has pretty much tied up the lithography end of the semiconductor business (which isn\'t the whole of it by any means). Phil Hobbs does seem to have contributed to the ASML process - droplets of molten tin come into his bit. Flyguy won\'t get the reference. A guy I talked to about a job in Sydney (which I didn\'t get) did.

There used to be about twenty steps to making a chip, and lithography was only involved in a couple of them.

Ion-beam injection can be one of the stages, but that tends to be for rather specialised jobs. Analog Device had at least one process that exploited it.

They aren\'t all that specific about where that process actually ran.

https://www.analog.com/en/about-adi/quality-reliability/quality-systems/product-manufacturing.html

Flyguy does seem intent on advertising the fact that he is complete idiot, and here he has surpassed himself.

--
SNIPPERMAN, Sydney

Then, SNIPPERMAN, you SHOULD have known that no chip manufacturer has an edge over another just on lithography alone. And you SHOULD have known that XLNX doesn\'t even have a fab. Neither AMD or INTC has a significant technological edge over the other (XLNX is in a separate business altogether, but I doubt that SNIPPERMAN knows that). Some investors are willing to pay MUCH more for AMD earnings than INTC, but that is the equivalent of the king not wearing clothes - at some point they will figure out they\'ve been had.

Xilinx doesn\'t compete head to head with Intel. They compete with Altera which was bought by Intel, but still uses third party fabs. Both AMD and Xilinx have the processing edge over Intel due to process technology essentially *because* they don\'t have their own fabs. At one time Intel had the edge over AMD because AMD couldn\'t keep up the huge investments, but could temporarily overcome this by architectural advantages. Once the process advantage exceeded a full year it became too large to overcome in a meaningful way with architecture. AMD was not profitable for many years after that.... until they divested the fabs and started using state of the art fabs in the far east. Now they are a full year or more *ahead* of Intel and also have architectural advantages. Intel has seen the light and is planning on using far east fabs for the 2-3 nm node. Meanwhile they are still maintaining tons and tons of fabs of their own, essentially paying twice for any silicon they produce on their party fabs.

No, Intel is going to be hurting for some time to come. Only a fool would think there was no reason for the low PE ratio of Intel. The P to forward E is not very good either for the same reason. Valuing stocks by PE is like buying a car on the price alone. Often a low price is not a good buy in a car just as a low PE does not always indicate a good buy in a stock.

--

Rick C.

+-+ Get 1,000 miles of free Supercharging
+-+ Tesla referral code - https://ts.la/richard11209
 
A

Anthony William Sloman

Guest
On Sunday, January 9, 2022 at 7:44:37 AM UTC+11, Flyguy wrote:
On Friday, January 7, 2022 at 10:35:26 PM UTC-8, bill....@ieee.org wrote:
On Saturday, January 8, 2022 at 4:06:26 PM UTC+11, Flyguy wrote:
On Friday, January 7, 2022 at 5:08:10 PM UTC-8, bill....@ieee.org wrote:
On Saturday, January 8, 2022 at 11:44:17 AM UTC+11, Flyguy wrote:
On Sunday, January 2, 2022 at 1:29:05 AM UTC-8, gnuarm.del...@gmail.com wrote:
On Saturday, January 1, 2022 at 11:55:17 PM UTC-5, Flyguy wrote:
On Saturday, January 1, 2022 at 8:47:13 PM UTC-8, gnuarm.del....@gmail.com wrote:
On Saturday, January 1, 2022 at 9:21:57 PM UTC-5, amdx wrote:

Since this all started, XLNX is down, INTC is up 1% and my Total Stock
Market Mutual fund is up 3%. Carry on.
If you are paying attention to the Xilinx stock price, you have missed the entire point of this conversation.

YOU haven\'t been paying attention - it DOESN\'T MATTER what has happened in the past, it only matters WHERE it\'s going.

And Flyguy thinks he knows where it is going.

Yes, and that\'s why Intel is a poor investment. There is no reason to think they are going to do any better in 2022 than in the prior 3 years. I really don\'t get your thinking. You keep talking like the P/E ratio is important in some way when it\'s not. P/E is about the past which you acknowledge is not relevant. Why do you contradict yourself this way?

And we are seeing where XLNX and AMD are going, and that is DOWN. These expensive stocks are getting hammered on the news of a Fed rate hike.. Over the last month, they are down 14.1 and 9.1 percent respectively, while INTC is UP 3.3 percent. This is relative performance of 17.4 percent wrt XLNX.
And is it going to persist? Flyguy thinks he knows, as he thinks he knows the answers to a whole lot of other questions. He\'s much to dim to realise that he doesn\'t have much of an idea of what is actually going on.


Hey Sloman we know one thing for certain: you have absolutely NO FUCKING IDEA what is going to happen.

It\'s Flyguy that thinks that - not any kind of \"we\".

You don\'t even know that AMD and INTC don\'t make their own litho machines, for God\'s sake (XLNX farms out all of their chips, too, but I am sure you had no clue about that, either).

Flyguy doesn\'t seem to know that I worked on electron beam lithography machines for years, and know a lot more about the semi-conductor business that Flyguy seems to. I even got interviewed for a job at ASML when I lived in the Netherlands - it\'s a Philips spin-off and still has a Philips personnel department, who are just as self-satisfied and incompetent as you\'d expect. It\'s still manages to hire some brilliant engineers and has pretty much tied up the lithography end of the semiconductor business (which isn\'t the whole of it by any means). Phil Hobbs does seem to have contributed to the ASML process - droplets of molten tin come into his bit. Flyguy won\'t get the reference. A guy I talked to about a job in Sydney (which I didn\'t get) did.

There used to be about twenty steps to making a chip, and lithography was only involved in a couple of them.

Ion-beam injection can be one of the stages, but that tends to be for rather specialised jobs. Analog Device had at least one process that exploited it.

They aren\'t all that specific about where that process actually ran.

https://www.analog.com/en/about-adi/quality-reliability/quality-systems/product-manufacturing.html

Flyguy does seem intent on advertising the fact that he is complete idiot, and here he has surpassed himself.

Then, Sloman, you SHOULD have known that no chip manufacturer has an edge over another just on lithography alone.

Obviously not. Lithography is just part of the process of creating am electronic devices that does what the designer thinks it ought to in order to appeal to the largest possible pool of well-heeled customers.

>\'And you SHOULD have known that XILINX doesn\'t even have a fab.

Why? Very few people have their own fabs these days.They have become very expensive. Back in the 1980\'s Cambridge Instruments sold two of their million dollar EBMF 10.5 electron beam microfabricators to Australia. One went to the Mint in Victoria where it wrote (and still writes) the holograms that get onto Australia\'s plastic bank notes. The other went to Sydney where Amalgamated Wireless Australia were spending $500 million on setting up their own semiconductor fab - it turned out that my younger brother (who worked for the Australian construction company Lend-Lease at the time) had negotiated to the contract for the very expensive and elaborate structure that would house it. Fabs have become a lot more expensive since then.

> Neither AMD or INTC has a significant technological edge over the other (XLNX is in a separate business altogether, but I doubt that Sloman knows that).

Intel and AMD make processors (amongst other things - I was an early user of AMD\'s Taxichip serial link devices, and didn\'t enjoy coping with the early changes to their data sheet). There are lots of different ways of putting processors together, and Intel did it first, and stuck to maintaining backwards compatibilty for a bit too long.

ARM is also in that business,and they espoused a different architecture early on which did seem to give them a technological advantage. I never met Andy Hopper (when I was living and working in Cambridge UK), but he seemed to have contributed some of it.

Xilinx make programmable devices. I didn\'t like them much because they were power hogs, and much preferred the Philips Coolrunner parts which Philips eventually sold to Xilinx.

> Some investors are willing to pay MUCH more for AMD earnings than INTC, but that is the equivalent of the king not wearing clothes - at some point they will figure out they\'ve been had.

Your opinion on the subject isn\'t all that interesting - you are an ill-informed idiot, after all.

--
Bill Sloman, Sydney
 
R

Rick C

Guest
On Saturday, January 8, 2022 at 9:25:25 PM UTC-5, bill....@ieee.org wrote:
On Sunday, January 9, 2022 at 7:44:37 AM UTC+11, Flyguy wrote:

Neither AMD or INTC has a significant technological edge over the other (XLNX is in a separate business altogether, but I doubt that Sloman knows that).

Intel and AMD make processors (amongst other things - I was an early user of AMD\'s Taxichip serial link devices, and didn\'t enjoy coping with the early changes to their data sheet). There are lots of different ways of putting processors together, and Intel did it first, and stuck to maintaining backwards compatibilty for a bit too long.

ARM is also in that business,and they espoused a different architecture early on which did seem to give them a technological advantage. I never met Andy Hopper (when I was living and working in Cambridge UK), but he seemed to have contributed some of it.

Xilinx make programmable devices. I didn\'t like them much because they were power hogs, and much preferred the Philips Coolrunner parts which Philips eventually sold to Xilinx.

Yes, Xilinx parts were relative power hogs because they used a very different process with an emphasis on speed. Coolrunner parts were also a different architecture (CPLD like) which provided much more consistent timing and routing, but maxed out pricing very quickly with size (think O(N^2) rather than ~O(N log(N))). The Coolrunner parts were ultimately replaced by the very similar Coolrunner II devices but still had the high price penalty at the high end. If you only needed a smaller part you would be very unlikely to be looking at FPGAs anyway.


Some investors are willing to pay MUCH more for AMD earnings than INTC, but that is the equivalent of the king not wearing clothes - at some point they will figure out they\'ve been had.
Your opinion on the subject isn\'t all that interesting - you are an ill-informed idiot, after all.

More that he gets an idea in his head and refuses to consider any information that contradicts that idea. Ok, maybe you are right.

--

Rick C.

++- Get 1,000 miles of free Supercharging
++- Tesla referral code - https://ts.la/richard11209
 
F

Flyguy

Guest
On Saturday, January 8, 2022 at 8:30:27 PM UTC-8, gnuarm.del...@gmail.com wrote:
On Saturday, January 8, 2022 at 9:25:25 PM UTC-5, bill....@ieee.org wrote:
On Sunday, January 9, 2022 at 7:44:37 AM UTC+11, Flyguy wrote:

Neither AMD or INTC has a significant technological edge over the other (XLNX is in a separate business altogether, but I doubt that Sloman knows that).

Intel and AMD make processors (amongst other things - I was an early user of AMD\'s Taxichip serial link devices, and didn\'t enjoy coping with the early changes to their data sheet). There are lots of different ways of putting processors together, and Intel did it first, and stuck to maintaining backwards compatibilty for a bit too long.

ARM is also in that business,and they espoused a different architecture early on which did seem to give them a technological advantage. I never met Andy Hopper (when I was living and working in Cambridge UK), but he seemed to have contributed some of it.

Xilinx make programmable devices. I didn\'t like them much because they were power hogs, and much preferred the Philips Coolrunner parts which Philips eventually sold to Xilinx.
Yes, Xilinx parts were relative power hogs because they used a very different process with an emphasis on speed. Coolrunner parts were also a different architecture (CPLD like) which provided much more consistent timing and routing, but maxed out pricing very quickly with size (think O(N^2) rather than ~O(N log(N))). The Coolrunner parts were ultimately replaced by the very similar Coolrunner II devices but still had the high price penalty at the high end. If you only needed a smaller part you would be very unlikely to be looking at FPGAs anyway.
Some investors are willing to pay MUCH more for AMD earnings than INTC, but that is the equivalent of the king not wearing clothes - at some point they will figure out they\'ve been had.
Your opinion on the subject isn\'t all that interesting - you are an ill-informed idiot, after all.
More that he gets an idea in his head and refuses to consider any information that contradicts that idea. Ok, maybe you are right.

--

Rick C.

++- Get 1,000 miles of free Supercharging
++- Tesla referral code - https://ts.la/richard11209

Xilinx parts will never be very low power because so much of the real estate doesn\'t do much, if anything. They use a high-speed RAM to do the function of a simple gate.
 
A

Anthony William Sloman

Guest
On Thursday, January 13, 2022 at 5:04:12 PM UTC+11, Flyguy wrote:
On Saturday, January 8, 2022 at 8:30:27 PM UTC-8, gnuarm.del...@gmail.com wrote:
On Saturday, January 8, 2022 at 9:25:25 PM UTC-5, bill....@ieee.org wrote:
On Sunday, January 9, 2022 at 7:44:37 AM UTC+11, Flyguy wrote:

Neither AMD or INTC has a significant technological edge over the other (XLNX is in a separate business altogether, but I doubt that Sloman knows that).

Intel and AMD make processors (amongst other things - I was an early user of AMD\'s Taxichip serial link devices, and didn\'t enjoy coping with the early changes to their data sheet). There are lots of different ways of putting processors together, and Intel did it first, and stuck to maintaining backwards compatibilty for a bit too long.

ARM is also in that business,and they espoused a different architecture early on which did seem to give them a technological advantage. I never met Andy Hopper (when I was living and working in Cambridge UK), but he seemed to have contributed some of it.

Xilinx make programmable devices. I didn\'t like them much because they were power hogs, and much preferred the Philips Coolrunner parts which Philips eventually sold to Xilinx.
Yes, Xilinx parts were relative power hogs because they used a very different process with an emphasis on speed. Coolrunner parts were also a different architecture (CPLD like) which provided much more consistent timing and routing, but maxed out pricing very quickly with size (think O(N^2) rather than ~O(N log(N))). The Coolrunner parts were ultimately replaced by the very similar Coolrunner II devices but still had the high price penalty at the high end. If you only needed a smaller part you would be very unlikely to be looking at FPGAs anyway.
Some investors are willing to pay MUCH more for AMD earnings than INTC, but that is the equivalent of the king not wearing clothes - at some point they will figure out they\'ve been had.
Your opinion on the subject isn\'t all that interesting - you are an ill-informed idiot, after all.
More that he gets an idea in his head and refuses to consider any information that contradicts that idea. Ok, maybe you are right.

Xilinx parts will never be very low power because so much of the real estate doesn\'t do much, if anything. They use a high-speed RAM to do the function of a simple gate.

When was that? Cambridge Instruments was using Xilinx parts in their image analysis machines back in the mid-1980s. The semi-conductor industry has come a long way since then. I though briefly about using them in our electron beam tester in 1988, but they didn\'t look as if they were faster enough and I went for 100K ECL instead.
It\'s all a very long time ago.

--
Bill Sloman, Sydney
 
R

Rick C

Guest
On Thursday, January 13, 2022 at 1:04:12 AM UTC-5, Flyguy wrote:
On Saturday, January 8, 2022 at 8:30:27 PM UTC-8, gnuarm.del...@gmail.com wrote:
On Saturday, January 8, 2022 at 9:25:25 PM UTC-5, bill....@ieee.org wrote:
On Sunday, January 9, 2022 at 7:44:37 AM UTC+11, Flyguy wrote:

Neither AMD or INTC has a significant technological edge over the other (XLNX is in a separate business altogether, but I doubt that Sloman knows that).

Intel and AMD make processors (amongst other things - I was an early user of AMD\'s Taxichip serial link devices, and didn\'t enjoy coping with the early changes to their data sheet). There are lots of different ways of putting processors together, and Intel did it first, and stuck to maintaining backwards compatibilty for a bit too long.

ARM is also in that business,and they espoused a different architecture early on which did seem to give them a technological advantage. I never met Andy Hopper (when I was living and working in Cambridge UK), but he seemed to have contributed some of it.

Xilinx make programmable devices. I didn\'t like them much because they were power hogs, and much preferred the Philips Coolrunner parts which Philips eventually sold to Xilinx.
Yes, Xilinx parts were relative power hogs because they used a very different process with an emphasis on speed. Coolrunner parts were also a different architecture (CPLD like) which provided much more consistent timing and routing, but maxed out pricing very quickly with size (think O(N^2) rather than ~O(N log(N))). The Coolrunner parts were ultimately replaced by the very similar Coolrunner II devices but still had the high price penalty at the high end. If you only needed a smaller part you would be very unlikely to be looking at FPGAs anyway.
Some investors are willing to pay MUCH more for AMD earnings than INTC, but that is the equivalent of the king not wearing clothes - at some point they will figure out they\'ve been had.
Your opinion on the subject isn\'t all that interesting - you are an ill-informed idiot, after all.
More that he gets an idea in his head and refuses to consider any information that contradicts that idea. Ok, maybe you are right.

--

Rick C.

++- Get 1,000 miles of free Supercharging
++- Tesla referral code - https://ts.la/richard11209
Xilinx parts will never be very low power because so much of the real estate doesn\'t do much, if anything. They use a high-speed RAM to do the function of a simple gate.

Not sure what that has to do with anything about the stock value. Even ignoring that, the statement is untrue. It does show you don\'t know much about FPGAs or possibly you simply don\'t understand the nature of digital semiconductors and power dissipation. Most likely both are the case.

--

Rick C.

+++ Get 1,000 miles of free Supercharging
+++ Tesla referral code - https://ts.la/richard11209
 

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