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batye
batye
2/3/2018 2:39:13 AM
User Rank
Guardian
Re: Intel+AMD
@mhhfive in Canada class actions already happening - globally and in USA it only matter of time the way it look out... but time will tell... 

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batye
batye
2/3/2018 2:36:16 AM
User Rank
Guardian
Re: Intel+AMD
@mhhfive I see your point... but I think it depends how they gonna try to spin out the whole problem... as security flow is just too big too... 

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mhhfive
mhhfive
2/2/2018 1:00:16 PM
User Rank
Guardian
Re: Intel+AMD
> "As it relates to any unusual expenses with Spectre and Meltdown, there are no particular unusual expenses related to that."

That statement seems a bit disingenuous. These security flaws are vastly wide ranging -- and to say that there are "no particular unusual expenses" related to them.. sounds fishy to me. 

In 1994, the Pentium chip flaw cost Intel nearly half a billion bucks... so I'd think a flaw like this might do something similar? I guess there's no recall, but... I assume there will be lawsuits.

https://en.wikipedia.org/wiki/Pentium_FDIV_bug

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Joe Stanganelli
Joe Stanganelli
2/2/2018 5:41:54 AM
User Rank
Author
Re: Intel+AMD
@mhh: While I've not read any of their filings so cannot directly speak to them, it's typical for tech companies to add blanket cover-all disclosures in their filings that address cybersecurity issues pretty broadly. (Whether that breadth is sufficient enough, of course, is another story on a case-by-case basis.)

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mhhfive
mhhfive
2/2/2018 1:42:17 AM
User Rank
Guardian
Re: Intel+AMD
> "Well, sure. The market is almost a duopoly."

Well.. but I think they might still get in trouble with the SEC for failing to disclose any possible impact? It's crazy to think that such a serious flaw isn't going to do "something" to their bottom lines.. 

But maybe they're thinking it'll actually boost the profits as everyone ditches old chips for new ones without these security flaws.. and they don't want to come out and say it just yet.

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batye
batye
2/1/2018 7:03:36 PM
User Rank
Guardian
Re: Intel+AMD
@Joe Stanganelli yes I could not agree more... but in some cases older technology like old CPU and RAM have much more longer life span than new ones... plus older CPU's could be overclocked much more easy compare to the new Intel line... I'm living in the past and I still remember - http://www.zdnet.com/article/facepalm-of-the-day-intel-charges-customers-50-to-unlock-cpu-features/ 

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Joe Stanganelli
Joe Stanganelli
2/1/2018 10:57:22 AM
User Rank
Author
Intel+AMD
> Despite these flaws, neither Intel nor AMD have seen a significant change to their bottom lines.

Well, sure. The market is almost a duopoly.

Moreover, Intel customers "know" Intel, but don't necessarily "know" AMD. Trying to distinguish the equivalent processors between Intel and AMD can be difficult -- especially because benchmark testing sometimes demonstrates that either company's lower-end line or even an older line may outperform a higher-end, newer line in some areas.

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