Tech

AMD: A Dog Chasing Its Tail

have you met AMD before publishing this crap?
AMD is discussing with its customers everydays but it seems not enough with some blogs authors !

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 .

The Vista-Driven Long Case for Intel Corporation

If you are long on Intel I understand your arguments ;o)
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you may understand now why it was so cheap to buy an outdated stock with outdated processor from Intel!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, ...

AMD: Stock Slides On Reported Barcelona Delay

why proliferate rumors without "confirmed" information from the manufacturer?
is it a channel issue? i.e. Names (HP, IBM, SUN, .... versus " No names" ?

Intel's New Fashion-Forward Laptop?

I do not like Intel but it's uncredible how an Apple "Extremist" can think !
"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!

Intel’s Next Generation Processor: 'The Biggest Leap Since the Pentium Pro'

Hi Eduardo,
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))

Intel’s Next Generation Processor: 'The Biggest Leap Since the Pentium Pro'

you may have noticed the smiley in my message ;o) be cool!
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.

Intel’s Next Generation Processor: 'The Biggest Leap Since the Pentium Pro'

should have been titled :
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!

Intel's Shrinking Chips: Goodbye Silicon Dioxide

This article may have mentioned at least to give fair information, that IBM working with AMD and some other Japanese company had made those process improvements (ultra low K materials) a MONTH AGO!
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.

Intel Back In Server Driver's Seat After Sun Deal

You should say, back in "back seat" "
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

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)

Even Without Competition From AMD, Intel Cuts Quad-Core Prices

Thanks William for your answer, what is different from AMD is that the SAME platform will accept dual or quad, Intel needs ANOTHER platform.
since this article AMD has even demonstrated their NATIVE quad core silicon, in line with perf/power expected and beating all existing Intel offering.

Even Without Competition From AMD, Intel Cuts Quad-Core Prices

Hi William,
When you say that AMD is no direct competitor to Intel,
this is partly true, and may explain why AMD proposal sounds better than Intel,
AMD is proposing today a platform with 2 dual core with the possibility to migrate to an 8 core system when AMD's quad core will be available.

I am not sure that Intel offers that today.
cordially
Michel