leo-says-34-gamersnexus-youtube-tech
00:15 Introduction
00:35 The 2018 Financials
03:50 The Intel Discussion
05:10 Amazon ARM Server Chips - Graviton
07:11 Intel going round and round in circles / Intel Architecture Day
09:28 Intel Xeon W-3175X will be priced around US$5,000
10:15 Mainstream Media - had a bad 2018
11:36 Gatwick airport shut by drones - How did this cause such chaos?
15:04 Cambridge Analytica - recap
17:31 Should tech companies tell you what to think?
18:39 The standard for success or failure will be the result of the 2020 US Presidential Election
19:54 Netgear Orbi kit - Orbi Voice and Alexa
21:02 Best Prospect for 2019 - AMD Processors!
22:12 Best Tech Channel 2018- GamersNexus. Steve Burke and Team
23:05 Biggest laughs of the year!
Leos Notes: Leo Says 34
I spent some time at the end of 2018 looking at stock prices and reached the view the following tech companies:
Had a good year
Adobe (ADBE) started at $185, finished at $209, peak $275, Cap $102Bn
AMD started year at $12 and is now $17, peak was $33, Cap $17Bn
Amazon (AMZN) started at $1,229, ended at $1,377, peak $2,013, Cap $674Bn
Had an OK year
Alphabet (GOOGL) started at $1,110, finished at $991, peak $1,253, Cap $685Bn
Intel (INTC) started and finished at $45, peak was $57, Cap $205Bn
Facebook (FB) started $134, ended $125, slid all year, Cap $359Bn
Microsoft (MSFT) started $101, ended $98, peak $103, Cap $754Bn
Seagate (STX) started and ended $36, peak $37, Cap $10Bn
TSMC (TSM) started $42, ended $36, peak $46, Cap $185Bn
Western Digital (WDC) started $37, ended $36, peak $38, Cap $10Bn
Had a bad year
Apple (AAPL) started at $175, finished at $151, peak of $226, Cap $715Bn
Baidu (BIDU) started $245, finished $157, peak $273, Cap $55Bn
Nvidia (NVDA) started year at $215 and is now at $130, peak was $280, Cap $79Bn
Qualcomm (QCOM) started at $66, finished at $55, peak of $75, Cap $66Bn
Apple is no longer a Trillion Dollar company but is now worth around US$715 Billion, which is slightly less than Microsoft at US$754 Billion.
Nvidia stands out in that list as a company that is dominant in its field yet has suffered from the collapse of Crypto mining and a subsequent overstock of 10-series graphics. It seems the buying public is unimpressed by 20-series RTX graphics and in particular by the price of these graphics cards.
Most of us would judge that Intel had a terrible 2018, however they are still the dominant company for x86 CPUs and absolutely rule the laptop market.
Intel rules the server market with Xeon, however AMD EPYC is on the rise and Amazon has begun using its own Graviton ARM chip in servers.
This ARM chip, was supposed to have been delivered by AMD however in 2015 the project failed so Amazon bought Annapurna Labs and did the job itself.
By contrast Intel seems to be going round and round in
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https://www.youtube.com/watch?v=opHyMcD96fE
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