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AMD Ready To Run Again As Zombie Lead Attacks Intel




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Zomboadad attacks The processors are leaving AMD alone.

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AMD ran up 69% last year. Can it do it again? Tony Mitchell, who has outperformed all US equity mutual funds for the last 10 and 15 years, first duty us to buy AMD in January 2018 and made it his top pick for 2019. History may be repeating itself as Intel CPUs have recently been revealed to be vulnerable to a new attack called Zombieload, that does not appear to affect AMD CPUs.

Why AMD Ran Up 69% Last Year

In January 2018, When Intel revealed its CPUs were vulnerable to attacks called Specter and Meltdown , they released software patches to address the problem. However, early reports surfaced that Intel's patches reduced CPU performance between 5% and 25% Intel said that the performance degradation was work-load dependent and since most people don't fully utilize their CPU they would not notice. [19659007] While true about most users, there are customers who fully utilize their CPUs – corporate data centers. For these customers, installing a patch that reduces CPU performance by 25% is like a 25% price increase because they now have to buy 5 CPUs to do the same work that 4 used to do.

 

This did not immediately benefit AMD because Intel said that Specter and Meltdown were industry-wide problems meaning that AMD CPUs were equally affected. This turned out to be only partially true.

AMD CPUs are significantly less vulnerable to Specter and Meltdown because AMD CPUs do not use the feature that these attacks exploit. While not immune from these attacks, AMD's software does not exactly match the same performance penalty as Intel's. The advantage of AMD in the datacenter market is why the stock ran up 69% in 2018.

It's Happening Again

The researchers who discovered Specter and Meltdown have discovered a new vulnerability they call Zomboad which affects all Intel CPUs since 2011. Importantly, they say AMD CPUs do not appear to be affected

Apple just announced that enabling the software patches to fully mitigate zombie boot, which they call Microarchitectural Data Sampling (MDS), caused as much as 40% performance reduction in their testing. Red Hat, Centos, Ubuntu and other flavors of Linux, but this is looking good for AMD.

My Take : While Intel will now have a way to spin Tony first bought AMD in October 2014 at $ 3.45. He recommended AMD in January 2018 and made it his top pick for 2019 when it was at $ 19. At today's price of $ 27, he has already made a lot of money on his original investment and he is seen a lot more upside in 2019.

Tony's Internet Fund has an 18+ year track record that extends through 2 market crashes, numerous corrections , and sector rotations. Over that period, Tony averaged 17.50% a year which compares well to the S & P 500's 5.83% return for the same period. He is up 31% year-to-date vs. 18% for the S&P 500.

When notified Tony updates his views, click here . click here .

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] AMD ran up 69% last year. Can it do it again? Tony Mitchell, who has outperformed all US equity mutual funds for the last 10 and 15 years, first duty us to buy AMD in January 2018 and made it his top pick for 2019. History may be repeating itself as Intel CPUs have been revealed to be vulnerable to a new attack called Zombieload, which does not appear to affect AMD CPUs.

Why AMD Ran Up 69% Last Year

In January 2018, when Intel revealed their CPUs were vulnerable to attacks called Specter and Meltdown, they released software patches to address the problem. However, early reports surfaced that the patches reduced Intel's CPU performance between 5% and 25%. the performance degradation was work-load depe ndent and since most people do not fully utilize their CPU they would not notice.

While true about most users, there are customers who fully utilize their CPUs – corporate data centers. For these customers, installing a patch that reduces CPU performance by 25% is like a 25% price increase because they now have to buy 5 CPUs to do the same work that used to do.

Intel said that Specter and Meltdown were industry-wide problems meaning that AMD CPUs were equally affected. This turned out to be only partially true.

AMD CPUs are significantly less vulnerable to Specter and Meltdown because AMD CPUs do not use the feature that these attacks exploit. While not immune from these attacks, AMD's software does not exactly match the same performance penalty as Intel's. The advantage of AMD in the data center market is why the stock ran up 69% in 2018.

It's Happening Again

The researchers who discovered Specter and Meltdown have discovered a new vulnerability they call zombie load which affects all Intel CPUs since 2011. Importantly, they say AMD CPUs do not appear to be affected

Apple just announced that enabling the software patches to fully mitigate zombie loads, which they call Microarchitectural Data Sampling (MDS), caused as much as 40 % performance reduction in their testing. Red Hat, Centos, Ubuntu and other flavors of Linux, but this is looking good for AMD.

My Take : While Intel will now have a way to spin Tony first bought AMD in October 2014 at $ 3.45. He recommended AMD in January 2018 and made it his top pick for 2019 when it was at $ 19. At today's price of $ 27, he has already made a lot of money on his original investment and he is seen a lot more upside in 2019.

Tony's Internet Fund has an 18+ year track record that extends through 2 market crashes, numerous corrections , and sector rotations. Over that period, Tony averaged 17.50% a year which compares well to the S&P 500's 5.83% return for the same period. He is up 31% year-to-date vs. 18% for the S&P 500.

Notify when Tony updates his views, click here. To be notified when I write about specific stocks like AMD and Intel that my managers cover, click here.


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