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Author:

Jam ok

Subject:

Off Topic

Date:

12/11/17 at 4:58 PM CST

 

 

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Sentiment:

Neutral

OT - AMD

<p>OT - AMD - not a 'must read' article - but I find it interesting for the intricacies - AMD says 'Black Friday' CPU sales tripled over last year (bit misleading - Ryzen wasn't out last year), and that GPU sales were very robust, and downplayed how much cryptocurrency mining might be a factor. Small, nothing, pay no attention. A closer look reveals Ryzens selling for well, well below MSRP, and a bit of a whiff of ...well, not panic, but wanting to sell as many Ryzens as possible before Intel's 'Coffee Lake' launch (really, this time - not their 'ghost launch' with no product available, but actual cpus you can buy - I think gamers will go after the 8700k likes flies on .....s...s...sh....sherbet, given the improvement over the 7000 line. And I don't quite get it - Ryzen is really, really not a good cpu for gaming. It's got a ton of cores, so if you're doing video editing, it's great. But the benchmarks for gaming generally suck, and I think Intel's 7000 line beats them, and perhaps even some of the high-end 6000 line might have a shot at that. And I would think gamers would understand that. If they're selling like hotcakes to gamers (why else would BF see such huge demand?) I figure it must be the price. I saw their 1700's and 1800's going for under $300 - and sometimes well under, like $250 or so. Good match for a budget-minded gaming build.</p> <p> <a href=" tomshardware.com/ne...0.html">tomshardware.com/ne.../a> </p> <p>NOK continues its descent into stock hell. I find no one piece of damning news to pin it to. As lt cap has gone over, the sector is so far out of favor right now it's beyond Pluto's orbit, and NOK could've/should've done a better job of executing, in any case. </p>

As to why, today, the rest of the networkers are on fire - at least INFN and CIEN - I've no idea. But it's nice. Interesting that I've noticed there is very little correlation between NOK's price movements and those of other sector players, like INFN and CIEN, which do tend to move together in concert much of the time. 

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