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Powered by Blogger Wednesday, January 25, 2006 AMD's current generation is more advanced than INTEL's next generation Conroe We all know this already, INTEL is 5 years behind.
Nebojsa Novakovic's illogical ramblings of hearsays and guessworks, Josh Walrath has offered us true insights. Nebojsa Novakovic failed to understand the most fundamental design choice in both Alpha EV7 and Opteron: the embedded memory controller. The Alpha designers had long realzied that memory latency and bandwidth were the foremost limiting factors for system performance (there was a seminal paper which I wasn't able to find a link). Once you choose the route of embedded memory controller, something like ccHT is a must have in order to connect multiple memory controllers together, cache coherently.
All modern CPUs, such as Opteron, Power5, UltraSparc T1 and Alpha EV7 have embedded memory controller. The T1 has four memory controllers, and I believe Socket F opteron will have at least two memory controllers. Oudated designs such as Itanium, Xeon and Conroe use shared FSB.
Apple's INTEL ad, it showed some fancy INTEL equipment, and the voice over was saying "dull little boxes". Paul: Yeah, I know, I thought the ad is cool, they taped the newest tools we bought from Applied Materials. Mike: But a lot of folks who saw the ad told me they heard "Dell little boxes". I do agree Steve Jobs have some artistic sense, at least a lot of ladies think so. Of course, we men don't care, we only care about stuff like clockspeed. That ad is delivering a subliminal message: we are dull. Mike: He meant to say: We, Dell, D E L L, is, D U L L Paul: I see what you mean. But, I heard you told people before that he should shut down Apple and go home , he is probably returning the favour. They think we can sue them on trademark infringement, unfair competition and false advertising and other grounds. Their use of the word "dull" is likely to cause confusion, and cause dilution of our trademark. Paul: One thing I don't understand, SUN had this ad about "DELL HELL", and you are not suing them? Suing them would be free advertising for them, I am not going to take McNealy's bait. Mike: Most of my business is in PC, he is ruinning my bread and butter. They came to our fab and shoot a video, the dudes in the bunny suits are not INTEL engineers, they look too good. Is Jobs going to sell Windows PCes in their fancy boxes? Paul: Well, I know nothing of such plans, but now that you mentioned it, it might be a good idea. We need some fashionable boxes to maintain market share. Mike: Paul, let me remind you, we have 17% of the PC market, if Jobs gets a better deal, I am going AMD Paul: Mike, be honest with you, we can't cut prices any further, our unit share is dropping and our ASP is also dropping, we can't withstand more revenue falls. Mike: But AMD is cutting prices like there is no tommorrow. Paul: Sorry, I can't cut you more discounts, AMD's capacity is limited...
will be demoed mid 2006, on compatible socket 940 infrastructure. According to Marty Seyer, senior VP of AMD's CBPCMSS unit: "To go from single-core to dual-core to quad-core on the same platform, that has never been done in the industry." Also, I wonder when we can see the socket F with 1207 pins. A couple of years ago, when I showed a socket 940 to some dudes only worked with INTEL CPUs, they were awed by the massive number of pins. More pins, more expensive, more features, more performance, it's that simple.
INTEL relies on external chipsets soldered on the motherboard that must be upgraded to handle more shouting matches on the shared FSB. Those bought Paxville won't be able to use Dempsey, those bought Bensley won't be able to do Tigerton, no wonder INTEL is also making billions on chipsets and motherboards....
Like Joe Osha who downgraded AMD to sell, Goldman Sachs downgraded AMD to "underperform", because the "sleeping giant has awoken". Joe Osha's downgrade allowed Merill Lynch to grab $496 million of AMD shares at rock bottom price of $352 What about Goldman? com, we found Goldman Sachs a major bag holder of the fast declining INTC stock.
the Digital Home Group, Digital Health Group and Channel Platforms Group and various other groups. INTEL is abandoning the Pentium, the Intel Inside and the Intel logo.
Hector promised a Pax AMD Era to the world, under the cutomer-centric innovation directive. INTEL is finished, five years of technology gap is impossible to overcome. My advice to Goldman the bag holder: dump it now, or lose more.
futile effort, INTEL is between a rock and a hard place, DELL will keep sucking INTEL's blood, while INTEL is losing market share, as other INTEL vendors will leave and go AMD because they can't compete against DELL in the INTEL space.
Wait until HP/Compaq takes a good portion of the US Corporate market, wait till DELL begs for mercy. Let DELL grab more and more of the INTEL pie, at lower and lower ASPs.
filing with SEC: Intel's significant financial resources enable it to market its products aggressively, to target our customers and our channel partners with special incentives, and to discipline customers who do business with us. These aggressive activities can result in lower unit sales and average selling prices for our products and adversely affect our margins and profitability.
My prediction is AMD will exit 2006 with about 40% market share (run rate), as FAb36 ramps up and Chartered enters production. Ruiz indicated that by the end of 2006, FAB36 and FAB30 will have the same level of production. In 2008, INTEL may have to sell FABs to pay AMD damages for anti-trust violations. The wishful analysts believe as INTEL is getting better, it will regain market. Most people of the world, especially in the 3rd world such as India, still don't know AMD, more and more people are discovering AMD and its lead every day, the message is spreading via word of mouth. Unless INTEL can really leap ahead and overtake AMD in a significant way, AMD's market acceptance will keep growing exponentially. From forseeable INTEL roadmap, we don't see any INTEL product that can surpass AMD in 2 years. Instead, we expect AMD to substantially widen its lead and put INTEL further behind: 1) The new process developed with IBM can further improve performance by 40%. I expect all chips from FAB36 are made with this process.
is cutting prices across the board now, indicating release of higher speed CPUs are imminent. This technology is for SOI only, a process AMD spent years doing and INTEL has not yet mastered.
He had spent years at Kealia since he found it in 2001, and SUN acquired Kealia in Feburary 2004, almost two years ago, yet we have only seen three Galaxy server models, the X2100, X4100 and the X4200 -- see I know more about SUN's model numbers than SUN's CEO. I am not sure about that other two, but compare to HP's fleet of Opteron battle ships, cruisers, destroyers and frigates, SUN's product line is thin and incomplete, there is no replacement for the Newisys V40z, and there is nothing to match the HP DL385 small business workhorse which has 6 hard drives. Well, SUN is going to say HP has no CPU, no OS and is becoming an assembler of other's technology such as Solaris 10. But talk is cheap, money works, HP is making billions with Opterons+Linux/Windows. Opteron is SUN's last chance, DELL is still 100% INTEL, if SUN blew up this oppurtunity, I don't see how it can survive. At that point, HP won't even need to pay a dime to acquire SUN -- Solaris 10 is open source and free for all. HP will happily stamp a...
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