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• #738 S_x96x_S addikt Cathulhu #737

  Új Válasz 2019-01-30 14:39:29 #738

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  S_x96x_S

  addikt

  válasz Cathulhu #737 üzenetére

  Ez részletesebb - tele "genyó" kérdésekkel.

  https://seekingalpha.com/article/4236505-advanced-micro-devices-inc-amd-ceo-lisa-su-q4-2018-results-earnings-call-transcript?part=single

  "Mark Lipacis

  Thanks for taking my question and great to hit the mid-single digit milestone exiting the year. Lisa, as you start -- I just wanted to confirm, you expect to start shipping Rome mid-year. And as you do, what's the biggest risk for Rome? Is it execution on delivering the product, or is it the sales process convincing customers to take EPYC to in volume?

  Lisa Su

  So I think with Rome, our biggest opportunity/risk is adoption rate. I think from a competitive standpoint, the product is very solid, everything going through our development labs looks very good, as well as our customer engagements. And so this is just about getting customers to production as fast as possible. We do expect though that the adoption rate for Rome will be faster than the adoption rate for Naples. And the reason for that is we are in a socket compatible infrastructure. And so customers who don't necessarily need the newest features of the platform can actually use the same motherboard and system that they currently have with Naples and drop in Rome. And so I think that will help us accelerate some of the adoption. But right now, it's about helping customers in their environment. We are widely sampling Rome and there's a lot of work to be done but we feel good about the trajectory.
  "

  "Mitch Steves

  First on the C&G side, I realized that there's going to be a lot of sequential difficulties there. But when I think about the long-term growth rate, I know you guys have talked to high singles to double-digit growth. Is that still essential where you think that business can grow at long-term? And then secondly in terms of the next EPYC 2. Is there any reason why it would underperform Intel 10 nanometer in a testing environment? And if so, why would that be?

  Lisa Su

  Let me take the second question and then maybe Devinder you can take the first question. So as it relates to our ROM product, when ROM was originally planned, we had planned that it would be competing against the 10 nanometer product. So that was our expectation when we started. I think we've shown some of the generational performance advantages in terms of double digit performance on a socket basis, 4 times performance on a floating point basis. And the other thing I would say is that with our second generation Rome, the customer set is now more used to our architecture and so some of the architectural and software improvements that we've also spent quite a bit of time on over the last four to six quarters are coming into play. So I think we feel very good about the competitive positioning of Rome. And the other thing to keep in mind is we are deep in development of our next generation Beyond Rome. So the Zen 3 product portfolio is deep in development as well. And so that our goal is to ensure that we have a consistent cadence of very competitive products.

  "

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