Elazar was launched in 2004 by Chaim Siegel and has served famous hedge fund clientele who demand a keen understanding of drivers of individual companies and financial markets. Chaim twice worked for renowned trader Steve Cohen of then-SAC Capital (now Point72). He was also a partner at JLF Asset Management which was funded by George Soros. Previously he was one of seven analysts on a $13B mutual fund at Morgan Stanley Asset Management. Elazar Advisors publishes its research into the Reuters/Refinitiv Institutional Platform and Factset where Elazar's earnings estimates are factored into the Street earnings numbers.  Elazar's research is used regularly by fundamental and algorithmic traders and investors at some of the largest mutual fund and hedge fund managers in the world. Chaim has been a 5-Star top ranked analyst in Tesla and other big cap tech companies. Try us with a  free trial here . All investments have many risks and can lose principal in the short and l

Intel: And Another Chip Flaw? Good For AMD


Researchers have revealed a few more Intel security flaws. Oh my. Some of the detailed findings may be made public as early as today. How is this going to affect Intel, AMD and others? We'll review.

At the turn of the calendar year several security flaws were found in Intel processors. There were also flaws found in AMD's chips although fewer.

Patches have been released to fix the issued which slowed computing speeds and may drive an upgrade cycle. But who's going to win that upgrade cycle?

Good For AMD?

Another round of security flaws could even the playing field between Intel and AMD.  AMD said they plan to get to "mid-single digit [market] share" for EPYC by year end.

If so that would be huge.

They expect a $16B TAM (total addressable market) by 2020. 5% is $800mm or $200mm in Q4.

As hyperscalers and enterprise customers qualify and accept AMD chips, the simultaneous Intel chip-flaw-news could force customers to accelerate second-sourcing with AMD as a safety measure. AMD may also be cited as having new flaws but so far it's Intel in the cross hairs, once again.

That should support the simultaneous EPYC rollout.





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