Tech's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/32709/comments http://seekingalpha.com/article/112153-the-benefits-of-a-standardized-microusb?source=feed#comment-338500 338500 a charger must take care of battery type (chemicals used!), size, max number of recharge, sometime history of charge and discharge, ...
+ all the optimizations (how fast, how long, temperature, ...) (this is a company know how!) needed to keep the battery alive longer !
no way to use the same charger for all phones!
but same plug whatever it is, would be an advance and contribute to a little price reduction!]]> Fri, 26 Dec 2008 04:30:53 -0500 a charger must take care of battery type (chemicals used!), size, max number of recharge, sometime history of charge and discharge, ...
+ all the optimizations (how fast, how long, temperature, ...) (this is a company know how!) needed to keep the battery alive longer !
no way to use the same charger for all phones!
but same plug whatever it is, would be an advance and contribute to a little price reduction!]]> http://seekingalpha.com/article/63375-amd-a-dog-chasing-its-tail?source=feed#comment-115188 115188 AMD is discussing with its customers everydays but it seems not enough with some blogs authors !]]> Fri, 08 Feb 2008 05:20:21 -0500 AMD is discussing with its customers everydays but it seems not enough with some blogs authors !]]> http://seekingalpha.com/article/22624-amd-bears-continue-to-emerge?source=feed#comment-92456 92456
but I can not admit that you consider me as an ignorant, all what I said was true story .

I'd rather like to see AMD technical excellence backed by strong financial help to really show what they could be up to .]]> Mon, 30 Jul 2007 05:41:02 -0400
but I can not admit that you consider me as an ignorant, all what I said was true story .

I'd rather like to see AMD technical excellence backed by strong financial help to really show what they could be up to .]]> http://seekingalpha.com/article/41258-st-micro-can-iphone-orientation-sensor-point-the-way-to-improved-financials?source=feed#comment-91398 91398 When the Iphone was opened to check its content, it was dicovered that:
Iphone had 2 types of Flash: Samsung NAND and an Intel Flash so it could be now potentially an ST Micro Flash!
in Conclusion today, STmicro couls have a bigger percentage value of the Iphone.
(this does not mean that they would get decent margin on the flash !)]]> Tue, 17 Jul 2007 13:57:57 -0400 When the Iphone was opened to check its content, it was dicovered that:
Iphone had 2 types of Flash: Samsung NAND and an Intel Flash so it could be now potentially an ST Micro Flash!
in Conclusion today, STmicro couls have a bigger percentage value of the Iphone.
(this does not mean that they would get decent margin on the flash !)]]> http://seekingalpha.com/article/41274-the-vista-driven-long-case-for-intel-corporation?source=feed#comment-91396 91396 but:
taken from dedicated Vista pages on AMD web:
"Today, all AMD processors are optimized for the next generation 64-bit versions of Windows Vista"

without mentioning the potential help of latest AMD-ATI graphic cards!

you start criticizing AMD, having bought an Intel based Centrino mobile !!
when AMD today's processor for this same speed of 1.6GHz is offering 64 bit and dual core! with the turion64X2 but also higher than 2Ghz processors!
and you initially bought a machine with 512K memory when any magazine(even non specialized!) already warned that 1G was the bare minimum for Vista !
you may understand now why it was so cheap to buy an outdated stock with outdated processor from Intel!

I agree with you that Intel improved their product line but:
to use or not AMD to run Vista is not demonstrated at all by your arguments in this article.
you should also be aware that Toshiba is one of the latest main laptop manufacturer to have adopted AMD processors. After HP and some other big players like DELL, ACER,Gateway, FUJITSU, ...]]> Tue, 17 Jul 2007 13:40:24 -0400 but:
taken from dedicated Vista pages on AMD web:
"Today, all AMD processors are optimized for the next generation 64-bit versions of Windows Vista"

without mentioning the potential help of latest AMD-ATI graphic cards!

you start criticizing AMD, having bought an Intel based Centrino mobile !!
when AMD today's processor for this same speed of 1.6GHz is offering 64 bit and dual core! with the turion64X2 but also higher than 2Ghz processors!
and you initially bought a machine with 512K memory when any magazine(even non specialized!) already warned that 1G was the bare minimum for Vista !
you may understand now why it was so cheap to buy an outdated stock with outdated processor from Intel!

I agree with you that Intel improved their product line but:
to use or not AMD to run Vista is not demonstrated at all by your arguments in this article.
you should also be aware that Toshiba is one of the latest main laptop manufacturer to have adopted AMD processors. After HP and some other big players like DELL, ACER,Gateway, FUJITSU, ...]]> http://seekingalpha.com/article/39777-cowen-advises-place-your-mobile-internet-bets-on-google-not-apple?source=feed#comment-90077 90077
"If the U.S. is about 60% of the world market"

since he talk about google, If he would have just typed:
"wealthy world population"
he could have had a look to this page
www.wider.unu.edu/rese...

and understand that the 60% he is talking about just come out of his mind fantasy !

the total number of new mobiles sold (or rented) each year has passed the Billion mark !
(it is why Apple has choosen a 1 % target of 10M ! )

following his maths, 60% would mean 600M mobiles per year.
to simplify if we take the total population of USA (around 300 millions) this would mean 2 mobile per each american each year? I doubt it !
and it is even worse if you take into account the Age, the 15 to 65 years old likely buyers represent around 200M people, this would mean 3 phones each /year ? without talking about wealth to support not only the buying cost but also the phone bill! wich again reduce the potential.

but 10 million mid or end 2008 worldwide is certainly doable!
the discussion on profits per sales is far more complex than a rule of three (specially when parameters are wrong;o)]]> Sun, 01 Jul 2007 13:39:33 -0400
"If the U.S. is about 60% of the world market"

since he talk about google, If he would have just typed:
"wealthy world population"
he could have had a look to this page
www.wider.unu.edu/rese...

and understand that the 60% he is talking about just come out of his mind fantasy !

the total number of new mobiles sold (or rented) each year has passed the Billion mark !
(it is why Apple has choosen a 1 % target of 10M ! )

following his maths, 60% would mean 600M mobiles per year.
to simplify if we take the total population of USA (around 300 millions) this would mean 2 mobile per each american each year? I doubt it !
and it is even worse if you take into account the Age, the 15 to 65 years old likely buyers represent around 200M people, this would mean 3 phones each /year ? without talking about wealth to support not only the buying cost but also the phone bill! wich again reduce the potential.

but 10 million mid or end 2008 worldwide is certainly doable!
the discussion on profits per sales is far more complex than a rule of three (specially when parameters are wrong;o)]]> http://seekingalpha.com/article/38493-apple-s-iphone-could-create-memory-shortage?source=feed#comment-88888 88888 it takes only a quarter to launch a full batch of new prod!
make your mind !]]> Mon, 18 Jun 2007 06:19:22 -0400 it takes only a quarter to launch a full batch of new prod!
make your mind !]]> http://seekingalpha.com/article/38412-no-hidden-agenda-behind-required-itunes-account-for-apple-s-iphone?source=feed#comment-88673 88673 Music station will be
backed by Nokia, Sony Ericsson, Motorola, Samsung, 30 mobile phone operators, and all four major music labels -- Universal, Sony, EMI and Warner
No proprietary format, No proprietary mobile, Major labels , International at Launch!
;o)]]> Fri, 15 Jun 2007 05:34:31 -0400 Music station will be
backed by Nokia, Sony Ericsson, Motorola, Samsung, 30 mobile phone operators, and all four major music labels -- Universal, Sony, EMI and Warner
No proprietary format, No proprietary mobile, Major labels , International at Launch!
;o)]]> http://seekingalpha.com/article/37415-apple-s-iphone-is-10-million-units-in-2008-realistic?source=feed#comment-88421 88421 You were citing numbers considering only some "developed" countries
I just exposed other numbers to relativize the importance of some markets and avoid "centric views" in this globalized world.

just to give you more numbers Nokia (selling worldwide already) this week said that they were targeting 1.5 Billion customers !!
10 million then is not even 1% of this !
on one hand this means 10 million is a lot but doable
on the other 10 millions is pretty small
precisions I have no shares in Nokia nor Apple ;o)]]> Wed, 13 Jun 2007 05:36:37 -0400 You were citing numbers considering only some "developed" countries
I just exposed other numbers to relativize the importance of some markets and avoid "centric views" in this globalized world.

just to give you more numbers Nokia (selling worldwide already) this week said that they were targeting 1.5 Billion customers !!
10 million then is not even 1% of this !
on one hand this means 10 million is a lot but doable
on the other 10 millions is pretty small
precisions I have no shares in Nokia nor Apple ;o)]]> http://seekingalpha.com/article/37415-apple-s-iphone-is-10-million-units-in-2008-realistic?source=feed#comment-87951 87951 just go there ;o)
www.htctouch.com/]]> Thu, 07 Jun 2007 09:58:56 -0400 just go there ;o)
www.htctouch.com/]]> http://seekingalpha.com/article/37506-amd-stock-slides-on-reported-barcelona-delay?source=feed#comment-87884 87884 is it a channel issue? i.e. Names (HP, IBM, SUN, .... versus " No names" ?]]> Wed, 06 Jun 2007 13:16:58 -0400 is it a channel issue? i.e. Names (HP, IBM, SUN, .... versus " No names" ?]]> http://seekingalpha.com/article/37415-apple-s-iphone-is-10-million-units-in-2008-realistic?source=feed#comment-87835 87835 so anybody can then !
even if apple OS is good, others Oses are as good or near and then sufficients.
then they still have to be telecom certified worldwide.
copies from production sites area, will arrive as soon as this type of phone has success.

Iphone is not going to displace Nokia, nor LG, nor Sony Ericson soon, (Motorola will resist also!)
but it sounds possible to get 10 million phone out of a 1 billion/year cell phone market.

and reinharden seem to ignore china and india out of 1.3 and 1.1 billion there is a growing number of wealthy people (soon more than in US and Europe alltogether!) able to buy expensive phones!
without also taking russia and or south america into consideration
some should try to not be too USA centrics when they talk economy and look at new scales in 2007 and after!]]> Wed, 06 Jun 2007 05:48:59 -0400 so anybody can then !
even if apple OS is good, others Oses are as good or near and then sufficients.
then they still have to be telecom certified worldwide.
copies from production sites area, will arrive as soon as this type of phone has success.

Iphone is not going to displace Nokia, nor LG, nor Sony Ericson soon, (Motorola will resist also!)
but it sounds possible to get 10 million phone out of a 1 billion/year cell phone market.

and reinharden seem to ignore china and india out of 1.3 and 1.1 billion there is a growing number of wealthy people (soon more than in US and Europe alltogether!) able to buy expensive phones!
without also taking russia and or south america into consideration
some should try to not be too USA centrics when they talk economy and look at new scales in 2007 and after!]]> http://seekingalpha.com/article/36638-intel-s-new-fashion-forward-laptop?source=feed#comment-87158 87158 "not invented in Apple" would be ugly, unnecessary, ...
Not all smart people are working at Apple,
Intel helped Apple make a comeback on Laptops and PC's
why not even AMD push them higher with their quad core?
please respect everybodies efforts to create something different, people are smart enough to decide if it is good for them or not!]]> Tue, 29 May 2007 06:29:50 -0400 "not invented in Apple" would be ugly, unnecessary, ...
Not all smart people are working at Apple,
Intel helped Apple make a comeback on Laptops and PC's
why not even AMD push them higher with their quad core?
please respect everybodies efforts to create something different, people are smart enough to decide if it is good for them or not!]]> http://seekingalpha.com/article/31037-intels-next-generation-processor-the-biggest-leap-since-the-pentium-pro?source=feed#comment-83455 83455 I agree partly with you , but it is so easy to hide behind the x00 pounds gorilla, that I prefer taking care and bet on the small ;o
As I said microlithography drawing size alone is not all. and it was my first remark, Why would intel finally choose some AMD innovations if they could win only with lithography size?
I was criticizing the title, and "Market Watch" (TM) titled yesterday:
"Intel takes aim at AMD chip architecture"
which was exactly my point!
I am not persuaded that Intel has a 12 month lead in process and again, AMD partnering with IBM, SONY and I believe Toshiba alltogether may have similar R&D budget on process
concerning 2.8Ghz, with different architectures, Max Ghz is not the only metric.
I agree that with actual AMD communication we have not enough visibility.
but Intel has so much money in the bank to fund R&D that it may be impossible for AMD to show their future too early.
We can only hope that AMD if necessary may now take advantage of Intel innovations to continue to improve the "value for money" factor for the end customer or propose "new of its own!" innovations ;o))]]> Fri, 30 Mar 2007 09:11:37 -0400 I agree partly with you , but it is so easy to hide behind the x00 pounds gorilla, that I prefer taking care and bet on the small ;o
As I said microlithography drawing size alone is not all. and it was my first remark, Why would intel finally choose some AMD innovations if they could win only with lithography size?
I was criticizing the title, and "Market Watch" (TM) titled yesterday:
"Intel takes aim at AMD chip architecture"
which was exactly my point!
I am not persuaded that Intel has a 12 month lead in process and again, AMD partnering with IBM, SONY and I believe Toshiba alltogether may have similar R&D budget on process
concerning 2.8Ghz, with different architectures, Max Ghz is not the only metric.
I agree that with actual AMD communication we have not enough visibility.
but Intel has so much money in the bank to fund R&D that it may be impossible for AMD to show their future too early.
We can only hope that AMD if necessary may now take advantage of Intel innovations to continue to improve the "value for money" factor for the end customer or propose "new of its own!" innovations ;o))]]> http://seekingalpha.com/article/31037-intels-next-generation-processor-the-biggest-leap-since-the-pentium-pro?source=feed#comment-83394 83394 and I never said what you mention!
for sure, Intel made an awfull lot of money! (who paid ?)
it is partly why we should not encourage too monopolistic positions
and the press should recognize that Intel endorsing some (at a time criticised!) AMD technical solutions finally recognize that even with a lot smaller budget , innovative companies can bring something to the party.
that's all.]]> Thu, 29 Mar 2007 13:28:45 -0400 and I never said what you mention!
for sure, Intel made an awfull lot of money! (who paid ?)
it is partly why we should not encourage too monopolistic positions
and the press should recognize that Intel endorsing some (at a time criticised!) AMD technical solutions finally recognize that even with a lot smaller budget , innovative companies can bring something to the party.
that's all.]]> http://seekingalpha.com/article/31037-intels-next-generation-processor-the-biggest-leap-since-the-pentium-pro?source=feed#comment-83366 83366 Intel biggest AMD follow-up! ;o)
I. Integrated memory controller (an AMD first for this family of processor)
II. Hypertransport like communication channel (AMd introduced and supported by third parties years ago!)
III. Integrated graphic controller (already announced by AMD during ATI acquisition)
IV. 8 cores (AMD Native four cores (Barcelona) will arrive months in advance of Intel!)
45nm , 32nm, 22nm all those technologies will be available to AMD through technology partnership with IBM, Sony,... (top world R&D labs!)
Intel need absolutely those finer technologies (and spend alone the cost associated with the development and new production tools ), because they must use 65nm techno to fight 90nm AMD better architectures! and so will need 45nm to reach performance achieved by actual AMD 65nm production!]]> Thu, 29 Mar 2007 09:04:33 -0400 Intel biggest AMD follow-up! ;o)
I. Integrated memory controller (an AMD first for this family of processor)
II. Hypertransport like communication channel (AMd introduced and supported by third parties years ago!)
III. Integrated graphic controller (already announced by AMD during ATI acquisition)
IV. 8 cores (AMD Native four cores (Barcelona) will arrive months in advance of Intel!)
45nm , 32nm, 22nm all those technologies will be available to AMD through technology partnership with IBM, Sony,... (top world R&D labs!)
Intel need absolutely those finer technologies (and spend alone the cost associated with the development and new production tools ), because they must use 65nm techno to fight 90nm AMD better architectures! and so will need 45nm to reach performance achieved by actual AMD 65nm production!]]> http://seekingalpha.com/article/27658-advanced-micro-devices-will-somebody-please-stage-an-intervention?source=feed#comment-81721 81721 (Last AMD numbers were one shot ATI acquisition costs)
but by the law they can NOT agree together on fixing higher prices for processors can they?
and some companies or industries are surviving with very low net margins but with high volume (HP, ...)
Intel for sure has a lot of cash in the bank but because of their size, their fixed cost (an the cost to invest on 45nm production plants) is a lot higher than AMD . It is why I say that Intel has a lot more to loose trying to keep their MS and I am not sure their shareholders agree on Intel cuting their profits like last quarter by a huge 1.5Billion! continuing at this rate would bring them in the red in a year!]]> Thu, 22 Feb 2007 13:19:32 -0500 (Last AMD numbers were one shot ATI acquisition costs)
but by the law they can NOT agree together on fixing higher prices for processors can they?
and some companies or industries are surviving with very low net margins but with high volume (HP, ...)
Intel for sure has a lot of cash in the bank but because of their size, their fixed cost (an the cost to invest on 45nm production plants) is a lot higher than AMD . It is why I say that Intel has a lot more to loose trying to keep their MS and I am not sure their shareholders agree on Intel cuting their profits like last quarter by a huge 1.5Billion! continuing at this rate would bring them in the red in a year!]]> http://seekingalpha.com/article/27658-advanced-micro-devices-will-somebody-please-stage-an-intervention?source=feed#comment-81675 81675 I understand your continuous theory on oversupply but it may need a closer look.
they are not producing more of the old chips like with Flash or DRAMS (or Pick-up cars!), but rather bring new solutions to the market
Why should AMD stop producing more of their new and latest products?
Why producing on 65nm on larger wafers and then allowing cost reduction should be stopped?
if not to keep or continue to enlarge their market share with the new products.
yes Intel does the same (and it helped them regrab some MS) and both may earn less, but with today's market share Intel has a lot more to loose than AMD, (more fixed costs, less sales) and the analysts do not seem to treat equally.]]> Wed, 21 Feb 2007 13:59:45 -0500 I understand your continuous theory on oversupply but it may need a closer look.
they are not producing more of the old chips like with Flash or DRAMS (or Pick-up cars!), but rather bring new solutions to the market
Why should AMD stop producing more of their new and latest products?
Why producing on 65nm on larger wafers and then allowing cost reduction should be stopped?
if not to keep or continue to enlarge their market share with the new products.
yes Intel does the same (and it helped them regrab some MS) and both may earn less, but with today's market share Intel has a lot more to loose than AMD, (more fixed costs, less sales) and the analysts do not seem to treat equally.]]> http://seekingalpha.com/article/27658-advanced-micro-devices-will-somebody-please-stage-an-intervention?source=feed#comment-81664 81664 you do not say that if you don't see some benefits out of it, do you?
and also yesterday press release on new 65nm offering better solutions for 2 different markets.
power concious 45W Athlon64 (Fanless machines)
and performance with Athlon64X2 6000+ (with this one , you can get a similar performance of an Intel Quad core at Half the price!)
Power, price, performance. and more to come, AMD is not going to be short of customers soon ! to the contrary.]]> Wed, 21 Feb 2007 11:27:26 -0500 you do not say that if you don't see some benefits out of it, do you?
and also yesterday press release on new 65nm offering better solutions for 2 different markets.
power concious 45W Athlon64 (Fanless machines)
and performance with Athlon64X2 6000+ (with this one , you can get a similar performance of an Intel Quad core at Half the price!)
Power, price, performance. and more to come, AMD is not going to be short of customers soon ! to the contrary.]]> http://seekingalpha.com/article/25270-intel-s-shrinking-chips-goodbye-silicon-dioxide?source=feed#comment-80665 80665 IBM insisting on the fact that the actual toolings could be used, slightly modified implying some cost savings contrary to intel who said that they will have to adapt the tooling to their new process adding to the cost. + the "tic-toc" is nothing new for the majority of manufacturers, since to reduce risks, they alternate "old" architecture on new process and new architecture on proved process.
Please do not re release intel PR without doing a bit of critic search.]]> Sun, 28 Jan 2007 06:36:39 -0500 IBM insisting on the fact that the actual toolings could be used, slightly modified implying some cost savings contrary to intel who said that they will have to adapt the tooling to their new process adding to the cost. + the "tic-toc" is nothing new for the majority of manufacturers, since to reduce risks, they alternate "old" architecture on new process and new architecture on proved process.
Please do not re release intel PR without doing a bit of critic search.]]> http://seekingalpha.com/article/24818-intel-back-in-server-driver-s-seat-after-sun-deal?source=feed#comment-80442 80442 And AMD still in driver seat with what can be found in the press below:

Sun plans to have dual processor systems available in the latter part of the first half of this year. "Certain products will be similar [between Intel and AMD systems from Sun], such as DP rack servers, but others will be different. AMD is clearly better for high performance computing. We'll make it clear which is best for which kind of project," Fowler said.

AMD is clearly better for high performance computing!!!

authors should analyze Intel PR biased press releases before publishing]]> Tue, 23 Jan 2007 10:47:08 -0500 And AMD still in driver seat with what can be found in the press below:

Sun plans to have dual processor systems available in the latter part of the first half of this year. "Certain products will be similar [between Intel and AMD systems from Sun], such as DP rack servers, but others will be different. AMD is clearly better for high performance computing. We'll make it clear which is best for which kind of project," Fowler said.

AMD is clearly better for high performance computing!!!

authors should analyze Intel PR biased press releases before publishing]]> http://seekingalpha.com/article/24845-apple-s-reality-distortion-field-meets-wall-street?source=feed#comment-80434 80434 you may have sold your house to buy Apple Shares!
Everybody recognize Apple has an inovator, and a fantastic innovator, (and with a bunch of "loyalists") But:
Are they at IBM, Sony, Siemens, or Samsung level (just to take a few big ones in different geographic regions?
NO,
Why,
Many different reasons, Historical,Cultural, Economical, Marketing, Inertial, ...
So far, Apple is not targeting All Markets (by will, or because of their product offering: proprietary solution excluding MS growth past a certain level!)
The MAC sales increase will not repeat at a 30% sales Growth, (Some MAC Fans, were waiting to buy the latest Dual OS 86 compatible machines and once this done (this year) they now can only count on their own MS increase which will never be at last year pace!
The Ipod also will not have the same Growth, so many MP3 compatible "sufficient" players!
Apple arrives (scheduled in mid 2007) in the Phone Market as the nth (n being certainly above 30!) phone manufacturer. Tenors, like Nokia, Motorola, Sony ericsson, Samsung, LG, (with "men*century" of experience) and so many others, will not leave their MS without a fight and appealing new products and association with major providers !
and with increasing memory size in phones, the "classical" phone makers will gain more MS on apple ipods than Apple on the phones.
Apple will certainly make its way but doubtfully at the totally irrealistic increasing speed you are dreaming of!
I just like techno like you and can afford it, but it is not the case for a large majority of people considering those products for some of their needs with their budget limitation. (recently seen on TV: Salary for a Flower cutter in Kenia? 1 Euro (1.3 Dollar) per day!!!
and do not forget the market segmentation.
to illustrate segmentation, would you buy same shoes for Cycling, Ski, Tennis, Sailing, Trekking, Football(American or Soccer!), ... certainly not ;o).
it is nice to see be enthusiastic but keep your feet on ground ;o)]]> Tue, 23 Jan 2007 09:58:50 -0500 you may have sold your house to buy Apple Shares!
Everybody recognize Apple has an inovator, and a fantastic innovator, (and with a bunch of "loyalists") But:
Are they at IBM, Sony, Siemens, or Samsung level (just to take a few big ones in different geographic regions?
NO,
Why,
Many different reasons, Historical,Cultural, Economical, Marketing, Inertial, ...
So far, Apple is not targeting All Markets (by will, or because of their product offering: proprietary solution excluding MS growth past a certain level!)
The MAC sales increase will not repeat at a 30% sales Growth, (Some MAC Fans, were waiting to buy the latest Dual OS 86 compatible machines and once this done (this year) they now can only count on their own MS increase which will never be at last year pace!
The Ipod also will not have the same Growth, so many MP3 compatible "sufficient" players!
Apple arrives (scheduled in mid 2007) in the Phone Market as the nth (n being certainly above 30!) phone manufacturer. Tenors, like Nokia, Motorola, Sony ericsson, Samsung, LG, (with "men*century" of experience) and so many others, will not leave their MS without a fight and appealing new products and association with major providers !
and with increasing memory size in phones, the "classical" phone makers will gain more MS on apple ipods than Apple on the phones.
Apple will certainly make its way but doubtfully at the totally irrealistic increasing speed you are dreaming of!
I just like techno like you and can afford it, but it is not the case for a large majority of people considering those products for some of their needs with their budget limitation. (recently seen on TV: Salary for a Flower cutter in Kenia? 1 Euro (1.3 Dollar) per day!!!
and do not forget the market segmentation.
to illustrate segmentation, would you buy same shoes for Cycling, Ski, Tennis, Sailing, Trekking, Football(American or Soccer!), ... certainly not ;o).
it is nice to see be enthusiastic but keep your feet on ground ;o)]]> http://seekingalpha.com/article/24447-why-apple-s-iphone-will-succeed?source=feed#comment-80245 80245 Thu, 18 Jan 2007 12:33:55 -0500 http://seekingalpha.com/article/24447-why-apple-s-iphone-will-succeed?source=feed#comment-80233 80233 I like Apple Innovation and the Iphone wil certainly please many users
but it is not because something is new that it's going to be as successful as you say: 30 Millions in 2007 (with shipping starting mid 2007)?.
all the functionality of the IPhone are already available from many different manufacturers internationally.
and the iphone today, is not the best offering in all the funtions.
why also do yout think multimedia phone manufacturer have added keyboard?
not because it is bulky, cost more, ..
it is because of customer demand! customers have asked for keyboards
so who will not buy?those looking for:
higher camera resolution (Mega pixel rules even if the optics is not good!)
more Memory (compared to best MP3 players)
keyboard
higher speed transfer 3G and or Wimax
Larger screen
light weight,
On time
cost,
battery charger ;o)
provider other than Cingular (the Nokia, Motorola, sony-ericson and co will not abandon those potential million customers easily! having already clos relationship with the major providers worldwide)
...
I do not say that another phone exists with all this features, but only that the market is segmented
Apple will take a share but not the millions you hope.]]> Thu, 18 Jan 2007 11:16:00 -0500 I like Apple Innovation and the Iphone wil certainly please many users
but it is not because something is new that it's going to be as successful as you say: 30 Millions in 2007 (with shipping starting mid 2007)?.
all the functionality of the IPhone are already available from many different manufacturers internationally.
and the iphone today, is not the best offering in all the funtions.
why also do yout think multimedia phone manufacturer have added keyboard?
not because it is bulky, cost more, ..
it is because of customer demand! customers have asked for keyboards
so who will not buy?those looking for:
higher camera resolution (Mega pixel rules even if the optics is not good!)
more Memory (compared to best MP3 players)
keyboard
higher speed transfer 3G and or Wimax
Larger screen
light weight,
On time
cost,
battery charger ;o)
provider other than Cingular (the Nokia, Motorola, sony-ericson and co will not abandon those potential million customers easily! having already clos relationship with the major providers worldwide)
...
I do not say that another phone exists with all this features, but only that the market is segmented
Apple will take a share but not the millions you hope.]]> http://seekingalpha.com/article/22624-amd-bears-continue-to-emerge?source=feed#comment-79942 79942 Ist it seems that you give comments based on more than 3 month (or more) old information versus
this updated one:

SUNNYVALE, Calif. -- December 28, 2006 --AMD (NYSE: AMD) today announced a significant legal victory in its ongoing antitrust suit against Intel Corporation. In an order effective yesterday, the Federal District Court in Delaware overruled Intel’s objections and ordered it to produce documents and other evidence bearing upon Intel’s exclusionary conduct outside of U.S. borders.

II. this is just your opinion, and not Facts.
A. AMD ATI Synergies:
AMD announced an increase in its expectations of cost saving following the ATI merger, to $150 million in 2007 and $220 million in 2008. Originally, AMD has forecast savings of $75 million in 2007 and $125 million in 2008, according to Jefferies & Co. equity analyst John Lau, who attended the meeting

B/ another Award fesh from this week (Any Intel Award?)!

SUNNYVALE, Calif. -- January 9, 2007 --The National Academy of Television Arts and Sciences has awarded a Technical and Engineering Emmy® Award to AMD (NYSE: AMD) for its industry-leading ATI Radeon™ 9700 technology. This award for Pioneering Work in Near and Real-Time fully programmable Shading via Modern Graphics Processors will be formally announced during an award ceremony at the Consumer Electronics Show (CES) on January 8, 2007, in Las Vegas.

III. Verify your source, it is worldwide known that Intel has used AMD 64 bit instructions and not the other way round ! Tto give you some information, When AMD disclosed their 64 bit instruction set, Intel added some specific microcode to their Pentium (but nobody could ude it , it was only for Intel Internal tests) just In case AMD would be successful ! since AMD solution became a standard, Inel then decided to make it useable on thei chips!

IV. What I said is that in some benchmarks the test were so marginally better that there is no need to mention it. The latest tests are even comparing products that you can hardly find in stores and done on Platforms who can use chips from both companies meaning mainly Intel oriented Platforms. AMD is working on an open initiative with major peripheral vendors :
"AMD 'Better by Design' Program Enables PC Manufacturers to Deliver Ultimate Solutions for Windows Vista(TM)" and everybody knows that Graphics from Nvidia and ATi are far superior to Intel Graphics and that Atheros or Broadcom Wireless are also Far superior to Intel Wireless.
customers will choose!
V. I agree, they have not left Intel, just given AMD a 20% MS, but Dell being with HP the world major player make your own deduction ;o)
VI. you add nothing to oppose on this one
VII. see award on point II. above and more to come!
VIII. no, AMD has mad Intel who they are. There were a lot of far better processors, when IBM decided to go with an Intel Based board and came to AMD to ask to second source them.
the 286 with the PC AT became a worldwide standard and was the inflexion point where Intel became monopolistic then with the 386. So yes, AMD made Intel what they are bringing credibility with a second source in front of a Mot 68K and then PPC which were recognized at the time a lot better architected.

XI. you may see APPLE look sooner to AMD than Dell did!

XII. I'll give you a "formula 1" example . you may have an excellent motor, but if you dont have good aerodynamics nor suspensions nor brakes, nor good pilot, then you loose the race !
It was also to show you that AMD was able to fight Intel products with One drawing technology difference.

XIII. read carefully what I write, I mention Core Duo and CORE 2 Duo
Yes hopefully you can run Vista64 on a Core2duo but all the customer who bought CoreDuo (notice the 2 is not written there) will not benefit of the 64 bit capabilities has they could with a turion64 and the turion64X2! Linux folks, were able to work on 64 bit standard machine from AMD a long long time ago.

All what I say is right and well informed, I wouldn't say the same for what you are assuming more driven by feelings, wishes or Intel PR.]]> Thu, 11 Jan 2007 11:43:21 -0500 Ist it seems that you give comments based on more than 3 month (or more) old information versus
this updated one:

SUNNYVALE, Calif. -- December 28, 2006 --AMD (NYSE: AMD) today announced a significant legal victory in its ongoing antitrust suit against Intel Corporation. In an order effective yesterday, the Federal District Court in Delaware overruled Intel’s objections and ordered it to produce documents and other evidence bearing upon Intel’s exclusionary conduct outside of U.S. borders.

II. this is just your opinion, and not Facts.
A. AMD ATI Synergies:
AMD announced an increase in its expectations of cost saving following the ATI merger, to $150 million in 2007 and $220 million in 2008. Originally, AMD has forecast savings of $75 million in 2007 and $125 million in 2008, according to Jefferies & Co. equity analyst John Lau, who attended the meeting

B/ another Award fesh from this week (Any Intel Award?)!

SUNNYVALE, Calif. -- January 9, 2007 --The National Academy of Television Arts and Sciences has awarded a Technical and Engineering Emmy® Award to AMD (NYSE: AMD) for its industry-leading ATI Radeon™ 9700 technology. This award for Pioneering Work in Near and Real-Time fully programmable Shading via Modern Graphics Processors will be formally announced during an award ceremony at the Consumer Electronics Show (CES) on January 8, 2007, in Las Vegas.

III. Verify your source, it is worldwide known that Intel has used AMD 64 bit instructions and not the other way round ! Tto give you some information, When AMD disclosed their 64 bit instruction set, Intel added some specific microcode to their Pentium (but nobody could ude it , it was only for Intel Internal tests) just In case AMD would be successful ! since AMD solution became a standard, Inel then decided to make it useable on thei chips!

IV. What I said is that in some benchmarks the test were so marginally better that there is no need to mention it. The latest tests are even comparing products that you can hardly find in stores and done on Platforms who can use chips from both companies meaning mainly Intel oriented Platforms. AMD is working on an open initiative with major peripheral vendors :
"AMD 'Better by Design' Program Enables PC Manufacturers to Deliver Ultimate Solutions for Windows Vista(TM)" and everybody knows that Graphics from Nvidia and ATi are far superior to Intel Graphics and that Atheros or Broadcom Wireless are also Far superior to Intel Wireless.
customers will choose!
V. I agree, they have not left Intel, just given AMD a 20% MS, but Dell being with HP the world major player make your own deduction ;o)
VI. you add nothing to oppose on this one
VII. see award on point II. above and more to come!
VIII. no, AMD has mad Intel who they are. There were a lot of far better processors, when IBM decided to go with an Intel Based board and came to AMD to ask to second source them.
the 286 with the PC AT became a worldwide standard and was the inflexion point where Intel became monopolistic then with the 386. So yes, AMD made Intel what they are bringing credibility with a second source in front of a Mot 68K and then PPC which were recognized at the time a lot better architected.

XI. you may see APPLE look sooner to AMD than Dell did!

XII. I'll give you a "formula 1" example . you may have an excellent motor, but if you dont have good aerodynamics nor suspensions nor brakes, nor good pilot, then you loose the race !
It was also to show you that AMD was able to fight Intel products with One drawing technology difference.

XIII. read carefully what I write, I mention Core Duo and CORE 2 Duo
Yes hopefully you can run Vista64 on a Core2duo but all the customer who bought CoreDuo (notice the 2 is not written there) will not benefit of the 64 bit capabilities has they could with a turion64 and the turion64X2! Linux folks, were able to work on 64 bit standard machine from AMD a long long time ago.

All what I say is right and well informed, I wouldn't say the same for what you are assuming more driven by feelings, wishes or Intel PR.]]> http://seekingalpha.com/article/22624-amd-bears-continue-to-emerge?source=feed#comment-79669 79669 I. 13$ is unreasonable AND unlikely, No, AMD is not counting on Lawsuits and AMD is not desparate and No again Those lawsuits were not Frivolous .and have even be reinforced recently So many companies have been forced, everywhere in the world to stop buying AMD products if they wanted to get Intel processors and this will be proved as prohibited monopolistic practices. AMD has shown a very good "output" expansion in quantity and quality.
II. AMD is not resting, they have always something new in the pipe but it is true that Intel was so late for so many products that they came alltogether in 2006 . To the Contrary, ATI integration will prove to provide more synergies and sooner
III. the Athlon 64 was so advanced that it took 2 generations of cores and the 65nm process to Intel to only catch up !!!
and the core duo was (is) 32 bits! need the Core2 duo (with AMD established and recognized standard 64 bit instructions set !) to compete.
this involved so many different motherboards that integrators were (are) lost!
IV. Untrue, only some (not all) core2duo in 65nm have some better benchmark than AMD chips in 90nm !
none of Intel 90nm was better than AMD 90nm better chips!
AMD start shipping 65nm processors next week ;o) implies better performances to come pretty soon ;o)
V. AMD is selling now to the major players, ATI customer base will certainly serve to compensate some possible leaves. hopefully, May not be as big as the Dell leave from Intel!
VI. I did not said Intel was ONLY offering 32 bits, I just said that Intel was still selling a majority of "32 bits only" (opposed to 64 bits) (look to your next store and you'll still see old Celerons or even pentiums ! and core duos, not core2duos). ATI will benefit from AMD works on 45, 32 and 22nm for the future , I am not sure that Nvidia as such roadmaps already?
VII. Just see above
VIII. WE at least agree that competition is good for all of us (but fair competition) I could give you story of the 286 era where Intel gave deliberatly wrong masks sets to AMD to produce a second source. this was before they decided unilateraly not to provide 386 masks and when it took too many years (4-5!) to a retired judge to arbitrate and finally give rigths to AMD successively to the 386 and to the 486.
IX When I say one goal, it means processors (and graphics) and there are many to come not only one;o)
X. I am not comparing Itanium since I consider it as a dead end and a money distroyer for Intel. Even HP the co-inventor does not believe in it!
XI. AMD has worked with apple in the past, (e.g. combo SCSI Ethernet PCI chip) I am sure the links are not broken, It has taken a few years to Dell to understand what they could get from AMD it may take less to Apple to do the same ;o)

NEW:
XII. drawing size 90nm, 65nm, 45nm is not all.
Architecture is also important, AMD memory controller is a better solution than Intel Front side bus . Hypertransport 3 will bring even more bandwith for data exchanges
AMD is also using SOI which means lower power.and will use immersion lithography and ultra low K dielectric which are giving each 15% improvements in performance.
without talking about the fusion program to integrate "other types of coprocessors"
XIII. Microsoft software is finally released with 64 bit capabilities . A customer could take advantage of it on an AMD turion64 (X2) not on a celeron or core duo !]]> Fri, 05 Jan 2007 19:40:50 -0500 I. 13$ is unreasonable AND unlikely, No, AMD is not counting on Lawsuits and AMD is not desparate and No again Those lawsuits were not Frivolous .and have even be reinforced recently So many companies have been forced, everywhere in the world to stop buying AMD products if they wanted to get Intel processors and this will be proved as prohibited monopolistic practices. AMD has shown a very good "output" expansion in quantity and quality.
II. AMD is not resting, they have always something new in the pipe but it is true that Intel was so late for so many products that they came alltogether in 2006 . To the Contrary, ATI integration will prove to provide more synergies and sooner
III. the Athlon 64 was so advanced that it took 2 generations of cores and the 65nm process to Intel to only catch up !!!
and the core duo was (is) 32 bits! need the Core2 duo (with AMD established and recognized standard 64 bit instructions set !) to compete.
this involved so many different motherboards that integrators were (are) lost!
IV. Untrue, only some (not all) core2duo in 65nm have some better benchmark than AMD chips in 90nm !
none of Intel 90nm was better than AMD 90nm better chips!
AMD start shipping 65nm processors next week ;o) implies better performances to come pretty soon ;o)
V. AMD is selling now to the major players, ATI customer base will certainly serve to compensate some possible leaves. hopefully, May not be as big as the Dell leave from Intel!
VI. I did not said Intel was ONLY offering 32 bits, I just said that Intel was still selling a majority of "32 bits only" (opposed to 64 bits) (look to your next store and you'll still see old Celerons or even pentiums ! and core duos, not core2duos). ATI will benefit from AMD works on 45, 32 and 22nm for the future , I am not sure that Nvidia as such roadmaps already?
VII. Just see above
VIII. WE at least agree that competition is good for all of us (but fair competition) I could give you story of the 286 era where Intel gave deliberatly wrong masks sets to AMD to produce a second source. this was before they decided unilateraly not to provide 386 masks and when it took too many years (4-5!) to a retired judge to arbitrate and finally give rigths to AMD successively to the 386 and to the 486.
IX When I say one goal, it means processors (and graphics) and there are many to come not only one;o)
X. I am not comparing Itanium since I consider it as a dead end and a money distroyer for Intel. Even HP the co-inventor does not believe in it!
XI. AMD has worked with apple in the past, (e.g. combo SCSI Ethernet PCI chip) I am sure the links are not broken, It has taken a few years to Dell to understand what they could get from AMD it may take less to Apple to do the same ;o)

NEW:
XII. drawing size 90nm, 65nm, 45nm is not all.
Architecture is also important, AMD memory controller is a better solution than Intel Front side bus . Hypertransport 3 will bring even more bandwith for data exchanges
AMD is also using SOI which means lower power.and will use immersion lithography and ultra low K dielectric which are giving each 15% improvements in performance.
without talking about the fusion program to integrate "other types of coprocessors"
XIII. Microsoft software is finally released with 64 bit capabilities . A customer could take advantage of it on an AMD turion64 (X2) not on a celeron or core duo !]]> http://seekingalpha.com/article/22751-sandisk-stock-manipulation-and-promising-asian-markets?source=feed#comment-79310 79310 STM NV is not a swiss chipmaker!
STM is a French-Italian company with Netherland rights and headquarter in Netherland with unique directory board member based in Switzerland !
STM must inform Euronext Paris and the Italian MIB plus the US SEC for std capital changes.]]> Wed, 20 Dec 2006 16:31:31 -0500 STM NV is not a swiss chipmaker!
STM is a French-Italian company with Netherland rights and headquarter in Netherland with unique directory board member based in Switzerland !
STM must inform Euronext Paris and the Italian MIB plus the US SEC for std capital changes.]]> http://seekingalpha.com/article/22624-amd-bears-continue-to-emerge?source=feed#comment-79288 79288 why:
I. at 13$ it does not even represent the "value" of the company
II. AMD is not resting on their Laurels and continuously improve their products, the last improvements came at the beginning of december with lower power and higher performance products. And more improvements are planned for 2007and onward.
III. the AMD Athlon64/Opteron is not "aging" and is a lot less older than the Intel "Pentium" and is also continuously improving (power, security, performance
IV. "unambiguous performance/price/powe... advantages in 95% of all PC applications"
I doubt it. Where are those informatios coming from? Intel is certainly a lot better than previous Intel. it may have some marginal temporary advantages on specific benchmarks against AMD processors.
V. AMD adds capacity according to their main customer plans, HP, SUN, IBM/LENOVO, 3 main chinese manufacturers, ... and DELL and a lot more! Those customers needs AMD to control their price and are not willing nor have interest to reduce AMD MS (to the contrary they would certainly like to bring it to the 25-30% instead of 20-25!)
VI. Vista will finally take full advantage of All 64 bit AMD processors (Intel still manufactures and sells a lot of 32bits only!)
and VISTA will require powerful Graphics that ATI can provide
VII. ATI does well in many markets, as an example, at this time of the year Xbox 360 is selling particularly well with an ATI chip in it!
VIII. Competition will be tougher, but AMD has what it takes to fight.
IX AMD is concentrated on one goal, improve processors and Gain market Share listening to their customers.
X. Intel Even if they have sold many activities, has still to support some dead end products like Itanium ;o)]]> Wed, 20 Dec 2006 08:57:40 -0500 why:
I. at 13$ it does not even represent the "value" of the company
II. AMD is not resting on their Laurels and continuously improve their products, the last improvements came at the beginning of december with lower power and higher performance products. And more improvements are planned for 2007and onward.
III. the AMD Athlon64/Opteron is not "aging" and is a lot less older than the Intel "Pentium" and is also continuously improving (power, security, performance
IV. "unambiguous performance/price/powe... advantages in 95% of all PC applications"
I doubt it. Where are those informatios coming from? Intel is certainly a lot better than previous Intel. it may have some marginal temporary advantages on specific benchmarks against AMD processors.
V. AMD adds capacity according to their main customer plans, HP, SUN, IBM/LENOVO, 3 main chinese manufacturers, ... and DELL and a lot more! Those customers needs AMD to control their price and are not willing nor have interest to reduce AMD MS (to the contrary they would certainly like to bring it to the 25-30% instead of 20-25!)
VI. Vista will finally take full advantage of All 64 bit AMD processors (Intel still manufactures and sells a lot of 32bits only!)
and VISTA will require powerful Graphics that ATI can provide
VII. ATI does well in many markets, as an example, at this time of the year Xbox 360 is selling particularly well with an ATI chip in it!
VIII. Competition will be tougher, but AMD has what it takes to fight.
IX AMD is concentrated on one goal, improve processors and Gain market Share listening to their customers.
X. Intel Even if they have sold many activities, has still to support some dead end products like Itanium ;o)]]> http://seekingalpha.com/article/22518-mixed-mainly-bearish-reactions-to-amd-s-analyst-day?source=feed#comment-79201 79201 AMD)!
some of the analysts may not want to see what happened.
perhaps some still believed that AMD was only with less than 10% Market share .Reading carefully the latest infomation they would have discovered that AMD has surpassed the 25% MS. (and a lot mor in servers!)
and one by one I would give the following comments for each analyst.
Michael McConnell.
Do you really believe that Merom even if a little better on power than Turion (at the same price?, and on which machine?) would make a difference when Laptop if even called so are most of their time plugged into docking stations (first to fill the battery up just in case needed and second because when they are plugged in they can run at full speed which is mostly what user wants!
too small argument to be valid then ;o)
Chris Caso
share gain in notebooks was mainly due to Dell. It has room to improve and I don't believe this is going to disappear soon . Vista will boosts Graphic chips need (room for AMD-ATI and NVIDIA (and Intel!) )
45nm drawing dimension is not all. architecture and other process enhancements are key too. AMD is competitive with 90nm against Intel 65nm.AMD will keep this advantage when they mass produce 65nm against Intel 45nm.
AMD and IBM have recently announced that they have invented specific transistor techniques to improve performance twice by 15% ! and they have partnership to work on 32 and 22nm in the most advanced fab in the world!
Mark Lipacis
with his comments:
"with ATI’s onto a single chip, then AMD could leapfrog Intel"
or "AMD is the cheapest stock in our universe"
should rather be in the bull section ;o)
John Lau
when it is said: "the capacity expansion by both Intel and AMD"
looking carefully , it is a completely different approach on one side Intel needs to build new plants goin g with new technology(45nm) and support ALL the old ones(and they are many!) to produce what? Old stuff not competitive to loose more market share to AMD? or products from DIvisions sold recently to other companies? untill when?
AMD is planning production against customer demand and uses also (succesfully) external foundries for extra demand. If demand would reduce it would impact a lot more Intel than AMD! On an extreme case ATI products would also be produced in AMD Fab to fill them up if needed and optimize cost.
Christopher Danely
I would agree that maintaining Gross margin above 50% is something tough!
but things are not still . AMD also is moving from 90nm to 65nm , reducing unit cost!
small other things may help like the stop of the loss making geode chip for the $150 PC.
* Rick Schafer
"execution history at both AMD and ATI"
Chartered does not think so: "Chartered is currently ramping up AMD’s 90-nm processor lines about six month ahead of schedule. Chartered is also slated to make AMD’s 65-nm processor lines"
some Intel manager would remind an Email from the boss telling them that with Intel products launch miss, enough was enough, No better no worse, not an argument then.
John Barton
"product development and process technology"
until now AMD has resisted to Intel pricing pressure; Intel may not want to press too much more, they could then press themselves;o)
who has shown the first Native quad core? (AMD)
and again number of cores is not the only parameter which counts,Security, Power, Memory control, High sped data exchange, Open (hundreds of engineers more from world community) interface to external "coprocessing", ...

With those remarks, I just wanted to counterbalance Intel brainwashed (by good Public Relation) people and present other arguments
Please do not take all Intel Press releases for Granted and yes AMD ambition is high but it's doable

Cordially
Miroll15]]> Fri, 15 Dec 2006 19:00:42 -0500 AMD)!
some of the analysts may not want to see what happened.
perhaps some still believed that AMD was only with less than 10% Market share .Reading carefully the latest infomation they would have discovered that AMD has surpassed the 25% MS. (and a lot mor in servers!)
and one by one I would give the following comments for each analyst.
Michael McConnell.
Do you really believe that Merom even if a little better on power than Turion (at the same price?, and on which machine?) would make a difference when Laptop if even called so are most of their time plugged into docking stations (first to fill the battery up just in case needed and second because when they are plugged in they can run at full speed which is mostly what user wants!
too small argument to be valid then ;o)
Chris Caso
share gain in notebooks was mainly due to Dell. It has room to improve and I don't believe this is going to disappear soon . Vista will boosts Graphic chips need (room for AMD-ATI and NVIDIA (and Intel!) )
45nm drawing dimension is not all. architecture and other process enhancements are key too. AMD is competitive with 90nm against Intel 65nm.AMD will keep this advantage when they mass produce 65nm against Intel 45nm.
AMD and IBM have recently announced that they have invented specific transistor techniques to improve performance twice by 15% ! and they have partnership to work on 32 and 22nm in the most advanced fab in the world!
Mark Lipacis
with his comments:
"with ATI’s onto a single chip, then AMD could leapfrog Intel"
or "AMD is the cheapest stock in our universe"
should rather be in the bull section ;o)
John Lau
when it is said: "the capacity expansion by both Intel and AMD"
looking carefully , it is a completely different approach on one side Intel needs to build new plants goin g with new technology(45nm) and support ALL the old ones(and they are many!) to produce what? Old stuff not competitive to loose more market share to AMD? or products from DIvisions sold recently to other companies? untill when?
AMD is planning production against customer demand and uses also (succesfully) external foundries for extra demand. If demand would reduce it would impact a lot more Intel than AMD! On an extreme case ATI products would also be produced in AMD Fab to fill them up if needed and optimize cost.
Christopher Danely
I would agree that maintaining Gross margin above 50% is something tough!
but things are not still . AMD also is moving from 90nm to 65nm , reducing unit cost!
small other things may help like the stop of the loss making geode chip for the $150 PC.
* Rick Schafer
"execution history at both AMD and ATI"
Chartered does not think so: "Chartered is currently ramping up AMD’s 90-nm processor lines about six month ahead of schedule. Chartered is also slated to make AMD’s 65-nm processor lines"
some Intel manager would remind an Email from the boss telling them that with Intel products launch miss, enough was enough, No better no worse, not an argument then.
John Barton
"product development and process technology"
until now AMD has resisted to Intel pricing pressure; Intel may not want to press too much more, they could then press themselves;o)
who has shown the first Native quad core? (AMD)
and again number of cores is not the only parameter which counts,Security, Power, Memory control, High sped data exchange, Open (hundreds of engineers more from world community) interface to external "coprocessing", ...

With those remarks, I just wanted to counterbalance Intel brainwashed (by good Public Relation) people and present other arguments
Please do not take all Intel Press releases for Granted and yes AMD ambition is high but it's doable

Cordially
Miroll15]]> http://seekingalpha.com/article/21364-even-without-competition-from-amd-intel-cuts-quad-core-prices?source=feed#comment-77250 77250 since this article AMD has even demonstrated their NATIVE quad core silicon, in line with perf/power expected and beating all existing Intel offering.]]> Sun, 03 Dec 2006 06:02:10 -0500 since this article AMD has even demonstrated their NATIVE quad core silicon, in line with perf/power expected and beating all existing Intel offering.]]>