Tech

AMD Bears Continue To Emerge

Eric, I must admit that the stock exchange is able to do strange things, and you were right concerning the shares price predictions ;o(

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 .

AMD Bears Continue To Emerge

Yeah exactly, real and updated facts:
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.

AMD Bears Continue To Emerge

Nothing new makes me feel that it is not exagerated.
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 !

AMD Bears Continue To Emerge

This point of view of Hans Mosesman is overexagerated.
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)