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may be much more important than many of the si AMD posters might want to admit :)
...it calls into question Intel's ability to execute successfully. Intel does talk a lot about execution, but its record has not been as solid as he suggests in the article....
http://www.itexaminer.com/PCs/tabid/75/articleType/ArticleView/articleId/617/Intel-Nehalem-delayed--report.aspx
the dull news does make the glass look increasingly "half empty"
MY STOMACH SAID "SELL" ABOUT THAT TIME...ALWAYS A "BUY" SIGNAL :)
not looking all that bad here
the cited article should have taken AMD down and intc up, i consider the relative "HO HUM" reaction by the market to be very bullish for AMD...but then again, i am an AMD partisan, it seems :)
http://online.barrons.com/article/SB120156010244823511.html?mod=googlenews_barrons
selling into today's rally will miss what it it will all come to be about, there is a major game rule change coming about in that industry
acting this AM like it wants to see $8 again :)
i have been loading up lately on some non technical considerations as well http://siliconinvestor.advfn.com/readmsg.aspx?msgid=24251231 BTW, i believe that, that thread is loaded with good info tho it also has a similar infestation of agenda driven intel partisans
what do we need to signal a volume reversal ?
i suspect that Dell, HP, and some other OEMs get them before the distis will even get to smell them
HHHHHHHHHMMMMMMMM AMD gaining points on market share at the same time as it gains points against intel on ASPs...what can this mean...what can this mean...all the while with intel's cornhollio 2 advantage...what will happen when AMD's new stuff happens ???
(edited) did you notice this: http://tinyurl.com/hhab8 what happened at 1:00 PM...i do not believe that it was the "THINKequity" upgrade...AMD normally follows a declining volume pattern from 11:00 AM thru 2:00 PM...volime normally continues its very weak pattern through 1:00 PM
BTW your bigcharts link has proven to be extremely useful...personally i like this form: http://tinyurl.com/g6vll
or for xeon either for that matter
re: low volume paper launch of quad core Opteron in an AM2 package
you are cornholiofused...AMD is no intel
AMD not in Paine: AMD soils undies with delight
wahooooooooo.....spooooookey......i am afraid....shiver...shiver
for once i think that you are correct...you "dunno"
i suspect that the planners at Dell know a great deal more about AMD's road map that anyone who posts on this thread...i also suspect that AMD is not at all likely to get stuffed back into that box that it used to inhabit
so what will happen to relative market shares ? pray tell...or is it prey tell
...the osborning part is telling everyone that they would be selling at a lower price to existing K8s....
not really...it is not that kind of market...those kinds of price differences cannot count as much as they do in the consumer market.
this http://www.investorshub.com/boards/read_msg.asp?message_id=13092510 fits in very well with my understanding of what is going on at intel
ODD...that very same link does work from SI
...Here’s the truth: the direct performance-per-watt numbers that Intel has published, to bolster its claims of lower power usage, pit a high-power Revision E Opteron against a low-power Core Microarchitecture Xeon. AMD ships 35 and 55 watt Opteron CPUs — and always has. AMD’s PowerNow! run-time power management has been standard in Opteron for a long time; it is not Intel’s invention.
Intel shot its entire wad on Core Microarchitecture. From here, the only place Intel can go is to a bigger cache, more cores and faster clocks. That sounds like a grand triple play, but it isn’t. Mark my words: Core Microarchitecture will not scale. When quad-core Opteron lands, it will be ready to power 32 core-capable servers that deliver close to linear performance gains over Opteron systems with fewer cores. Plan B Xeon is entry-level server technology and even in this category AMD has the better story.
AMD has years worth of ammunition already locked and loaded. It hasn’t even played the 65-nanometer manufacturing process card, one that Intel had to play just to get Core Microarchitecture out the door. I’m certain that AMD is truly ready for 65-nanometer and other mind-blowing things, and I’m just as certain that Intel’s claims of Core Microarchitecture’s technological lead over Opteron will prove baseless. AMD’s roadmap is guided by IT’s needs, and the capabilities of enterprise applications, rather than Intel’s provocations.
http://computerworld.co.nz/news.nsf/0/AB0E25A8D211D047CC2571DC000F7FC1?OpenDocument
looks draconian to me: ...Figures for the number of layoffs are not yet known, but as we reported last month, they're likely to be in the 10s of thousands....
http://www.theinquirer.net/default.aspx?article=34121
BTW thread...i have read some of this garbage about how intel letting go of 10,000 or so people will make it so competitive as to give AMD a really bad time...SNOT what is happening...intel is letting people go for the sake of its own survival...AMD has scaled to almost 1/3 of intel's output with far less than 1/3 of intels employee count...AMD can more than double its current output levels with only a relatively small increase in the number of its employees...think about it...paul o certainly has :)
in response to all of you who responded to my recent post :)))
intel employees take notice http://www.theinquirer.net/default.aspx?article=34116
...If these trends continue, Intel can expect to own 60- to 70 per cent of the x86 market as opposed to the 80- to 90 per cent that it's used to.
http://www.theregister.co.uk/2006/08/31/intel_fire/
i do not think that it is at all curious either...we do agree on that
Dell AMD corporate boxes to be called Optiplex as well
http://www.siliconinvestor.com/readmsg.aspx?msgid=22754060
HA !
keep on whistling...you will pass the cemetery soon enough
fud on snow fud on...all that u have is fud
where the really big $$$ is going to be made: http://www.theinquirer.net/default.aspx?article=33723
...Supermicro Computer, Inc., the leader in high-efficiency servers, chassis and mainboards, today launched its first wave of server solutions optimized for Next-Generation AMD Opteron(TM) 8000, 2000 and 1000 Series processors. Supermicro's new dual-core processor Socket F (1207) and single-processor Socket AM2 solutions improve energy-efficiency, boost performance and reduce total cost of ownership (TCO)....
http://www.prnewswire.com/cgi-bin/stories.pl?ACCT=104&STORY=/www/story/08-15-2006/0004416533&...
spin is all he got
spin is all she got