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What about this combined with the Intel ME stuff? I could see large cloud providers starting to at least think about switching to AMD

IgorPartola 9y ago
Large cloud providers don't make decisions emotionally. They'll take a "let's mitigate the ME stuff and buy best support + performance per dollar hardware possible" approach. They don't care much about the opinion of the outraged hackers.
- fulafel 9y ago
  Security track record is taken seriously by many big vendors.
  - IgorPartola 9y ago
    Is it? That seems like a big broad claim. Again, after things like RowHammer, did anyone actually do anything differently in a way that affected stock prices?
    - fulafel 9y ago
      Like everyone else, I sure would want to know what kinds of conversations have been going on around RowHammer and customers most affected by it, and system/DRAM vendors. I'm not a believer in stock price as good indicator of anything, sorry to skip that part.
  - rdtsc 9y ago
    Usually mitigated by a special incentives like "15% extra discount for next 2 years if you stay with us". Intel has enough cash and market presence to be able to do those deal. At the same time AMD also has a golden opportunity to for some PR and marketing.
ComputerGuru 9y ago
AMD has their own ME equivalent in their recent CPUs.
- kuschku 9y ago
  Yes, but on recent motherboards with recent AMD CPUs, a bios option to turn the PSP off has appeared, and support says that’s exactly what it does.
- IgorPartola 9y ago
  ME is actually a gasp useful feature. The problem is with Intel's implementation of it: it's not open source, it can't be disabled, and it's buggy. Fix all three of those, and Intel's stock will go up.
  - zanny 9y ago
    Do you really think enough people care about the ME / control of hardware in general / hardware that spies on you or is out of your control to influence the stock price of a company the size of Intel?
    - IgorPartola 9y ago
      No. That's exactly what I'm saying. Most people don't care. Enterprise users do care because ME is useful for them. It's a feature, not a nefarious backdoor that the NSA made Intel include under the cover of darkness. They'll see this as a small problem that should be fixed and will ask Intel to do so. Intel will fix it, most everyone will move on. I don't think ME will take down Intel stock, and neither will this page isolation bug. Intel's value is 99% engineering + manufacturing ability + customer relations. It would be a poor CEO indeed who'd direct their IT to start buying AMD because of this alone.
      - uhhhhhhh 9y ago
        If my recollection serves, when Intel had what was the largest/most expensive recall in the world in the 90's (at that time anyways), their stock still nearly doubled that year.

IgorPartola 9y ago

Large cloud providers don't make decisions emotionally. They'll take a "let's mitigate the ME stuff and buy best support + performance per dollar hardware possible" approach. They don't care much about the opinion of the outraged hackers.

fulafel 9y ago
Security track record is taken seriously by many big vendors.
- IgorPartola 9y ago
  Is it? That seems like a big broad claim. Again, after things like RowHammer, did anyone actually do anything differently in a way that affected stock prices?
  - fulafel 9y ago
    Like everyone else, I sure would want to know what kinds of conversations have been going on around RowHammer and customers most affected by it, and system/DRAM vendors. I'm not a believer in stock price as good indicator of anything, sorry to skip that part.
- rdtsc 9y ago
  Usually mitigated by a special incentives like "15% extra discount for next 2 years if you stay with us". Intel has enough cash and market presence to be able to do those deal. At the same time AMD also has a golden opportunity to for some PR and marketing.

ComputerGuru 9y ago

AMD has their own ME equivalent in their recent CPUs.

kuschku 9y ago
Yes, but on recent motherboards with recent AMD CPUs, a bios option to turn the PSP off has appeared, and support says that’s exactly what it does.
IgorPartola 9y ago
ME is actually a gasp useful feature. The problem is with Intel's implementation of it: it's not open source, it can't be disabled, and it's buggy. Fix all three of those, and Intel's stock will go up.
- zanny 9y ago
  Do you really think enough people care about the ME / control of hardware in general / hardware that spies on you or is out of your control to influence the stock price of a company the size of Intel?
  - IgorPartola 9y ago
    No. That's exactly what I'm saying. Most people don't care. Enterprise users do care because ME is useful for them. It's a feature, not a nefarious backdoor that the NSA made Intel include under the cover of darkness. They'll see this as a small problem that should be fixed and will ask Intel to do so. Intel will fix it, most everyone will move on. I don't think ME will take down Intel stock, and neither will this page isolation bug. Intel's value is 99% engineering + manufacturing ability + customer relations. It would be a poor CEO indeed who'd direct their IT to start buying AMD because of this alone.
    - uhhhhhhh 9y ago
      If my recollection serves, when Intel had what was the largest/most expensive recall in the world in the 90's (at that time anyways), their stock still nearly doubled that year.