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Belgarathian

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Everything posted by Belgarathian

  1. Lisa has basically confirmed that there will be up to 16c/32t Ryzen processors in this interview: https://www.anandtech.com/show/13909/ces-2019-amd-ceo-dr-lisa-su
  2. Somewhere in AMD they'll have an engineering sample of a SoC using Zen + Vega on HBM2.
  3. It's a combination of the following having weaker performance than predicted, rather than just one: Chinese gaming card sales Data center Turing card sales Excess inventory
  4. It's literally the first sentence of the opening paragraph and quoted directly from the release in my post.
  5. The best indicator IMO is a well thought through and communicated growth strategy and a stellar leadership team with a history of success.
  6. AMD almost completely dodge the bullet on this one. Lucky break!
  7. Very true... It's also a good idea to look at 12 month and 5 year trends.
  8. Nvidia has cut revenue projections for quarter 4 of this financial year by $500m stating that the reason for the recast of projected revenue is slower sales in the Chinese gaming market and excess mid-range inventory left over from the crypto boom slowing the sales of Turing GPUs. So to put it in Jensen's own words, "underwhelming... the performance is lousy and there's nothing new". Nvidia should have expected this outcome when consumer pricing for the new Turing architecture took such a large leap that supply and demand relationship is elastic (as it's a luxury good), and the performance benefit in most cases isn't significantly better to justify the price increase unless ray tracing gives you wet dreams. I mean that's economics 101. After the announcement Nvidia shares predictably dropped ~13.5% in value closing out the 28th Jan 19 with a market cap of $84b down 44% since Oct 2nd, 2018. https://nvidianews.nvidia.com/news/nvidia-updates-financial-guidance-for-fourth-quarter-of-fiscal-year-2019
  9. Tax is used to to pay for public services where a commercial model would fail. For instance, schooling & education, universal healthcare, public spaces and parks, police, fire crews, aged care and pension, rubbish collection & cleaning, sewage and water to and from your property, and sickness and health benefits. Under a no-tax policy this would either have to be funded differently, or it would cease to exist. Can you imagine a world where it's pay-as-you-go... Having to direct deposit $1,000,000 into the account of the police before they'll investigate who stole your car or you have a splinter removed at the hospital and get charged $30,000 as you leave (?)? No parks or roads because it would be too hard to police who pays... Because there wouldn't be a Government so corporations (who wouldn't cooperate) wouldn't have a universal payment mechanism to facilitate seamless driving down different streets and tolling the person doing so. Affordable public transport also wouldn't be a thing as it's subsidised. Basically if you think of everything you use that you don't have to pay for would likely either cease to exist or receive no upkeep and maintenance. To bring it back to the topic at hand, in this case the tax payer money was used to fund the UFB rollout because under the current model at the time investment wouldn't have happened fast enough, or it wouldn't have happened at all and the UFB meant better access to knowledge and education, more hi-tech jobs, and more hi-tech exports for New Zealand which would all generate more tax revenue in the future. Also men with guns wouldn't show up... Our police aren't armed with deadly weapons (unless you have one, then the armed squad shows up), New Zealand got really angry when one tasered a feral goat https://www.stuff.co.nz/national/105739474/police-release-distressing-video-of-officer-tasering-feral-goat-13-times. You will however be required to show up to court and could go to jail for a few years.
  10. I feel ya. My next door neighbour gets fiber but I'm the first rural house out of the township, so I don't. I have decent VDSL though being basically next to the node with a fiber back haul. The banks peninsular fiber cable runs through my front lawn as well ?
  11. You've got 325 million people and higher population density compared to New Zealand. Not to mention you already have the fiber backbone across the country to support it. The problem you have is politicians bought by telcos, 50 years of policy setting paid for by telcos, and state regulation to top off the terrible cake with some icing. A starting point would be mandating that all ISPs must wholesale their network and then set caps on what the ISP can charge per connection. It would be a safe bet to say that it's cheaper for the telcos to keep you on your aging copper network and to continue to oversell your local exchange for ADSL and VDSL services than to make the investment in laying fiber. Some states/cities have tried to provide municipal broadband but got sued to oblivion by Comcast, etc. and prevented/blocked by the FCC
  12. That was the news company that went to Louis Rossman, wasn't it? Yeah, that was particularly bad... These days though they run by check sheets much like cars do. If symptom X is present, replace component Y in its entirety. I guess their line of thought is that it's easier to do and more reliable than a repair. Even Louis Rossman admitted that it will eventually fail again (due to the cable fatiguring I think) and there is no way to know if it's tomorrow or in 3 years. That said his fix was a lot cheaper.
  13. Somewhat incorrect. It's managed by a crown entity and then Chrous has tendered for the work in different regions. Christchurch has Enable, and then there are a number of other players. But it boils down to there is only one entity putting comms cables in the ground with the Government controlling resale pricing per connection. No remotely significant companies (that I'm aware of) other than fixed wireless broadband providers or a few smaller players that have laid fiber in subdivisions sell connections and services directly to the consumer. All major ISPs simply resell connections & services from Chrous, Enable, etc. Telecom (now Spark) used to own the majority of the copper network, but in a world first in 2011 they voted to split the network and customer services so that Chorus (the network spin-off) could publicly list on the NZX and secure $1b of government funding to lay fiber and start the rollout.
  14. I'm calling bluff... 12TF GPU and 1TB NVMe SSD inside a package <$600. Also ray tracing is a DX12 API that Nvidia run on their RT cores but isn't restricted to Nvidia and will run on almost anything, albeit poorly.
  15. The battery replacements that I've had in the past for my Apple devices (macbooks, iPhones) have been expensive, but not throw the device away and start again bad. I think $200 for a macbook and $120 for the iPhone? Give the device another 2-3 years of use (800-1000 cycles).
  16. Apple has hired Soonho Ahn from Samsung SDI which supplied Apple with Li-ion batteries and has supposedly discussed purchasing cobalt from mines. Apple, particularly with the iPhone in recent years, has been on a crusade to in-house design of as many components as possible having more recently taken the design of the GPU for it's A series processors and now it seems continues the theme with the design and potential manufacturing of it's own batteries. An example of Apple's design 'innovation' My take? Could be a good move. There's a few of reasons for this: The iPhone slow-down fiasco and quality control of battery cells caused the company a bit of a PR nightmare, taking the design in house gives Apple a firmer hand in the design, manufacturing, and supply of their battery cells and if done well, the durability, consistency, and longevity. Increased density = smaller battery. More room for activities... headphone jack... They'll make the iPhone thinner and even lighter than ever before. We've seen how well this has worked for Tesla with them having the lowest cost battery packs of any BEV manufacturer despite having enormous volumes of cells. Part of this has to do with their continued investment in battery technology which means they use less rare materials and have better density than their competitors. Could Apple do the same? Yeah. Actually they could buy Tesla with their liquid assets so I'm fairly confident they'll be able to develop a competitive battery cell for small devices if this is true. https://arstechnica.com/gadgets/2019/01/apple-hires-a-samsung-battery-exec-suggesting-it-may-make-its-own-batteries/
  17. I had some serious trouble reading/comprehending what he was trying to say.
  18. Apple did buy PoweredbyProxi a few years ago, so the wireless charging rumor could be legit. https://www.theverge.com/2017/10/24/16539604/apple-powerbyproxi-acquisition-wireless-charging-iphone-accessories
  19. It was cheap... At the time it was a smartphone I could afford that wasn't terrible.
  20. That's actually surprisingly affordable and could be a great buy. I love my bike, but cost savings have never been the aim of the game for me since they're economical and are easy to service/repair so BEV bikes for me just have to be a better experience. Yet to swing my leg over one, but I do love BEV cars. A 150 mile range is a little on the low side, but for a commuter it'll be more than enough and it's probably fine for a weekend rider given you might ride 1-2 hours, stop for a rest, and then continue and the 35min charge time is perfect for that. I think I'd miss the noise though.
  21. The other benefit would be the ability to use the battery to power tools and equipment through 240v plugs above and beyond what a standard ICE with alternator would be able to.
  22. Just sounds like AMD being realistic that for gaming GCN just can't compete with Nvidia's top offerings. Navi if I remember correctly will be a new architecture from the ground up.
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