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Sure, It'll only improve AMD's sales and I agree that Dell's future is not rosy.
tecate, Given Dell's situation right now, AMD can have it. Tick Tock
Well, HP warned that they can't promise they'll be able to grow at 3 three times industry growth next quarter. I guess Dell's situation may improve with agresive moves.
Chipguy,Re Hey mas, is this how AMD will continue to dominate HPC and
use its new relationship with Dell to smack Intel around?
This design win is how AMD smacked Intel around with Dell's help.
Let's not forget that if a customer needs an AMD HPC system he'd rather go to HP,IBM, Sun, Cray and etc. Yet, future looks quite different with current Dell's commitment to Barcelona.
Regards,
Re "It is well known that a ranking of "extremely satisfactory" is next in line above a ranking of "really scrumptious" and just below a ranking carrying enough factual allegations to get you sued for securities fraud/misrepresentation."
It's a pity you weren't here while Jerry Sanders III was in charge. There were one or two class action shareholder lawsuits, but none of them came to any significant results.
So, I guess, The phrase meaning is "Clock for clock it is satisfactory to intel's offerings"
Re-However, Barcelona might give AMD a short-term edge in four-way systems since Intel does not yet have “a compelling four-way architecture”. However, this may change later this year when Intel introduces its Penryn processors.
huh? I'm not aware of any Penryn solution which would reduce Barcelona's bandwidth advantage ... Should AT&T guys take notice?
Excerpt from Soitec's last update ...
New products launched by main customers come on stream in the second half of the year but given the current uncertainty with regard to the timing of the ramp up in volume of these products, the Group cannot exclude that full year sales may be below the prior year.
http://www.soitec.com/en/finance/f_press73.htm
FWIW, David Wong is the top ranked AMD analyst in the Yahoo chart
http://finance.yahoo.com/q/sa?s=AMD
Merry Christmass to all!EOM
An expectation of 44,000 new subscribers for the current quarter ...
Great news! Hopefully, Opteron will take a good chunk of these new subscribers and I really don't expect a press release for each single Opteron sale.:)
regards,
chr
OT ,
Mysef,
With only 2 desktops, I've chosen Suse 9.0 and XP. Honestly, I am not that brave to go Linux only (lack of many needed multimedia drivers:( ), only for some ordinary stuff.
regards,
chr
Mysef, Linux RuLeZ!
I'm not there yet but who knows. As for you, I suspect your enthusiasm is boosted by RHAT's results.
regards,
chr
Mysef,
Much better than dealing with Windows, DirectX & "Blue screens of death". :)
regards,
chr
wbmv,
It sounded like you were claiming that Intel is aiming IPF at high end desktops next year. There aren't any products on the roadmap that reconcile with that intercept.
There is demand for 64 bit hign end desktop considering Athlon 64's success. When's the next update of Deerfield?
regards,
chr
chipguy,
Hope I didn't give anyone here heart palpitations. :-P
... uh, still breathing
regards,
chr
kpf,
Unless there is something what Sparc can do that X86 cannot do. (Which I would not be able to see).
It's called "throughput computing"(it has very much in common with the more popular "virtual computing")combined with excellent reliability. IMO, That's where any x86 design will always lag SPARC, Power and IPF. To compensate this lag OEM's must scale Opteron *up*, which is bad for the reliability, or *out* which is not suitable for all workloads.
So, I tend to see that there will be high end low volume designs for quite some time.
regards,
chr
kpf, it still will be a painful step to trash the Sparc-Architecture (will probably called "transition" then, but its gonna be unavoidable for SUN to survive as an independent company
I haven't seen yet any good reason why SPARC should be thrashed. IMO, It'll survive only in the high end so SUN will have SPARC - high end and Opteron - low to mid range.
1. The last results still not suggest that SPARC's erosion is accellerating tremendously and nothing points me as to why it'll not survive in the high end. (IMO, SPARC's mostly bitten from the low end by the usual suspect XEON.)
2. SUN will position Opteron against XEON and the only reason to keep XEON is to be competitive with DELL in the lowest end. However, I'd not be surprized if in 2004 the XEON line is completely thrashed due to bad market acceptance.
3. Scooter's yet to make some important annoucenemt about new architecture or processor in the beggining of next year. Probably, that'll be the SPARC replacement some time in the far future.
not a good cheess player:(
regards,
chr
kpf,
I wish I knew what's happening for real bit it's obviously too early for me. :)
regards,
chr
subzero,more than enough,thanksEOM
kpf,
"The point is not yet to make big inroads into hostile territory but to get your pieces out into a position before you can start an attack."
Exactly and here I have to place my disclaimer - "Scooter is inpredictable but always late for the party":) and consequently the rest is only my understanding.
So i agree the revenues for next year from the SUN deal are pretty irrelevant. Even it AMD gives away hundreds of thousand serverchips for symbolic prices it is a successful move for AMD
I cant't make a good guess on AMD's revenue but that's the only chance for Scooter to get some recognition in market sectors where performance and price/performance is considered. Not only servers, he can also revive his workstations. The benefit with Opteron is that he gets free reliability from the start and then he can later offer full 64 bit upgrade. The other significant benefit (for Scooter of course) is that if Opteron takes off there will be 64Bit Xeon which will definetely stunt Itanic's adoption. So, who's the right choice for Scooter when we know that Itanic's development is sponsored by Xeon's sales?
.. and also, There have been an agreement for Solaris on Itanium since 1998 or something (sorry no link check google). never managed to find out why it's cancelled.
I would not be surprized at all if Intel offered Xeons for free for a while (better said a contribution for something in the value of its sales to SUN) for not going the Opteron-way.
I'd be surprized if they took such an offer. Itanic is after their most lucrative market and their only strategic move is to choose Opteron in order to force Intel make Xeon 64 bit.
(You know, they are giving not only CPUs away but whole Servers and Software as well to seed the market with Itanium. Which is reasonable - should have done long before, because that they do it now after Madison is on the market for half a year it looks desperate.)
They have no choice. That's the only niche left. If they can't entrench here Itanium will just be a replacement for PA Risc and Alpha but only if they get enough software support.
regards,
chr
subzero,
Funny how you only remember what you want to remember
well, that's not funny, can you give me a link or any proof?
thanks in advance.
regards,
chr
kpf ,
SUN doesn't make big inroads in Xeon market which makes your last point somewhat irrelevant.
As for the rest. IMO, it mostly looks like Olympic Games. :)
regards,
chr
subzero,
What's wrong with DRBES' posts? He's been recommending AMD from $5. Now, it's $15. 300% is not enough?!?
regards,
chr
Mysef ,
I didn't see any free for 90 days as pertaining to your point.
Of course, Dell is not partner in the "free trial" programm according to the press release.
BTW, I've not had any issues with 2 ECS SIS 735 which I bought 2 years ago. So, I'd go for a ECS SIS 755 if it's for a home desktop. Moreover, SIS 755 looks very promising performance wise.
regards,
chr
Elmer, his post was enterily coherent in the spirit of our discussion. EOM
Mysef ,
"Answering Phud's post only created more noise in disrupting the thread."
Instead of answering him, you should have checked his links. I've found a weird combination of server and workstation ALL IN ONE!
still scratching my head ...
regards,
chr
blauboad ,
The "Year of Itanium" reminds me of the "Summer of George" from Seinfeld.
I don't watch Seinfield but I've found the following script:
(Missing the beginning.)
Jerry: Nah, you had a good run. Took them to the World Series.
George: I got to give the players most of the credit for that.
Jerry: Don't sell yourself short. You made all the flight arrangements, hotels, busses.
George: No, I don't know who was doing that.
if that's your point ... ROFL!!!
regards,
chr
Mysef,
I read where Dirk Meyer was with Ruiz in China.
After his last visit, Craig Barett explained that China customers preffered value to price. Probably, that's why Meyer and Ruiz are so busy in China.
regards,
chr
Mysef ,
DELL dropped the Itanium workstation almost two years ago, I doubt they would be interested in storing Itanium servers for free
I guess they are not allowed to drop whatever Itanium server they have in the year of Itanium. :)
regards,
chr
wbmv,
Dozens of companies are evaluating Itanium 2 in real mission critical situations. They are putting their faith in IPF, which opens the door to many more such sales in the future. That's how this business works. The hardest part is getting one's foot in the door, and IPF has already succeeded in that. It will only get bigger.
Unfortunately, It only got smaller. Where's Dell in the "free try" offer? Is Dell sceptical who lives in denial too?
regards,
chr
sgolds,
It could define 14.68 as the new base for a bull leg that could carry into the low 20s.
I tend to believe your TA about some retracement, at the same time, at these levels the stock looks too attractive. Added some more at $14.90 today.
regards,
chr
I_Banker, Would AMD benefit from a similar program for the Opteron (assuming they can afford it)?
Probably much more if Opteron had the same market exposure.
regards,
chr
doug,
It's best to just ignore him.
My 6-year-old newphew distinguished his gunning smile after having been bored to death among the other boring stuff around.
regards,
chr
Sgolds,
Of course, Sun has no other choice. Osborne effect - they cannot be seen as abandoning the SPARC architecture suddenly, even if they do plan to migrate to AMD. If they do want to migrate SPARC to AMD64 then it will be done in a politically correct manner. Most likely by presenting the fig leaf of IP contributions to K9, which can then be presented as the successor generation to SPARC. It takes time.
I still think hat SUN objective is pretty clear. They want to share their R&D with Fujitsu. Unless I hear that Fujitsu is abandoning Sparc I'd not believe any of the Sparc's doom stories. It's pretty clear that "throughput computing" (which is Sparc's main point) and Opteron are pretty different products. IMHO, There is place for both of them in Sun's strategy. So, I don't see in any way Sparc and Opteron competitors, generally. The only unproven and immature competitor Sparc has is IA and it'll be very hard for some not infamous PC company to turn some established IT managers into an early paying [edited] high end beta testers.
regards,
chr
Doug, From what others have said, he was talking about Q3, but since he didn't speak precisely enough, (especially if you only had audio), you could misinterpret that to be a contradiction of Hector's previous guidance that "we're not going to lose money" (in Q4).
Same thoughts.I'm afraid that his "Q4 seasonally strong" is broadly mispresented. IMO, I don't see any bad (for a shareholder) way AMD could lose money if "Q4 is seasonally strong".
regards,
chr
wbmv,
But he gave no hints about profitability. Things may not be going as well as I thought.
Judging by the freefall of the AMD stock the market must have concluded that there were some very bad profitability concerns in Bob Rivet's presentation. ... any hints what they might be?
regards,
chr
Andy Grave,
People may want to consider why that is the case.
Same people should also consider why there is no pro-Intel software oriented poster on this board.
regards,
chr
chipguy,
"he knows SGI will survive and prosper from the Altix line and subsequent IPF based products."
By this time next year Cray will be emphasizing on their newest "Red Storm" based MPPs and when these come SGI will hardly prosper undisturbed.
CRAY INC. TO OFFER MPP PRODUCT BASED ON 'RED STORM' SUPERCOMPUTER
Due Out In 2004, Product Targets Need for Higher Bandwidth, More Cost-Effective Microprocessor-based Linux Systems
SEATTLE (October 27, 2003) - Global supercomputer leader Cray Inc. (Nasdaq NM: CRAY) today announced plans to create a product line based on the "Red Storm" 40-TeraOp (40 trillion calculations per second) supercomputer it is developing for Sandia National Laboratories.
http://www.cray.com/media/2003/october/rsproduct.html
I've bookmarked your bold prediction for TOP500 list next year. Feel free to revise it down anytime you want.:)
regards,
chr
Elmer,
"P4 posted the best SPEC benchmarks and was the top performer when SSE2 was used."
Correct but when Williamette was released SSE2 optimised applications were very rare and when SSE2 was not used Williamette was a poor performer. Now, we don't have to wait for 64bit applications to declare Athlon 64 an overal winner.
anyway, this is my last post on this topic.
regards,
chr
Jerry R,
If you really feel that Mr. Stroglio is being too harsh on AMD, please highlight past examples where his AMD prognostications were dead wrong.
I don't remember exactly when but he predicted that 130nm Athlon 64 would be like the Williamette core of P4. The reality is completely different considering that during its whole lifetime Williamette had serious performance disadvantage across the benchmarks.
regards,
chr