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Wow, I didn't realize the stock had gone up that much. I recall CNBC the day it turned around and started it's long run from the teens.
re'"In essence, AMD did an Intel. They became complacent and arrogant in the belief in their own superiority"
With only 25% of the market at best it's the stupidest thing they could have done. They keep repeating this mistake. Even more stupid is the fact they slipped on process and performance and are still trying to gain share. On top of that they they blew all their cash on ATI.
Amazing what mismanagment can do.
Smart move if they can get away with it.
Sounds like Intel is is trying to cut out it's high pay US workforce.
Ref:"Intel's EM64T. Is this a "serious" competitor to AMD64?"
Yes and no. Since Intels only 64bit enabled chip is based on P4 architecture, the Prescott...and that core has run into a thermal brick wall it behooves Intel to stall 64 bit Windows until they can add it to the Pentium M core which is the future for them. Intel walks a fine, tenuous line but they still control a lot of standards.
People I know that beta test Windows XP 64 tell me it still crashes too much.
Celeron M is testament of Intels marketing prowess. People dunno what they are buying and Intel loves it.
That must be Tradestation or Supercharts. Or WOW. I never could figure out what drawing circles on a chart did for you.
Why does P4 do so well in the Bapco Sysmark benchmarks?
A year+ after Athlon was first introduced AMD reached 22% (maybe even 23%) market share. Despite covering the server market, workstation and desktop PC markets with arguably superior chips, AMD has nary a 15%-16% market share at this time. I suspect it's increasing by still not near 22%.
Simply it takes a lot of time with a superior product to de- trench Intel. At least a year or more. I rest my case.
RE:"Fortunately for you eternal believers, Intel is doing just that, but even then AMD is not making any substantial gains in market share and mindshare."
Exactly. It will take a year or more of AMD superiority before AMD can take substantial market share. AMD cannot rest on their laurels one minute. Some say Windows 64 is the key. Intel is stone walling that and AMD doesn't know what to do about it.
RE:"Paul Otellini looks to be the leader Intel needs"
You have to be kidding right? Intel needs leadership not a BS-er.
I don't know about the 10 db quieter.
I do know the BTX layout cools the CPU better but at the expense of everything else in the case. Intel doesn't care though because they need to cool the overheated prescott badly. Screw everybody else.
When Intel goes to the banias core BTX doesn't matter.
As far as the Athlon64 memory controller. Yeah they will have to redesign the layout if BTX catches on. I'm not sure it will though. There will be a lot of resistance of a banias core desktop is on the way.
REL:"The issue is that iAMD64 is rumored to "suck" performance-wise on Nocona. So it may exacerbate the problem considerably"
So no one needs iAMD64. Clever these Intel folk.
REL:"It was the majority of DRAM vendors
that forced Intel's to abandon its Rambus push. Mass market IPF
PCs were never in the cards in the 0.18/0.13 um era even in the
complete absence of competition - do the math. Trying to claim
credit for these "victories", one real, one imagined, for AMD
is like a rooster taking credit for making the sun come up with
his pre-dawn crowing."
LOL, you really believe this? Is the excuse dejour at Intel these days? What's that river in Egypt?
Are you still feeding that Excursion?
Paul, welcome back.
The latest good news for AMD came on Tuesday, when the European Union approved a massive $682 million subsidy from the German government for a $2.4 billion factory the chipmaker is building in Dresden. Now AMD can afford to make the chips its customers appear to want.
REF:"I didn't know about BTX cases. So you're saying that there's a solution?"
Carrier, Trane or Fedders? New Intel partners?
RE:"Have you seen any Prescott box builders announce they won't be putting out Prescott boxes due to heat issues?"
I haven't seen any major OEMs building Prescott boxes have you?
RE:"When is 3.6 GHz Prescott available while 3.4 GHz ones won't be available until a few months later?"
This may be a case of "If a bullfrog had wings it would bump its arse when it tried to fly"
Pretty pathetic. No better than the engineering sample. Mr. Phud must be dissapointed.
Quake 3 - Northwood still 3% faster
Wolfenstein - Enemy Territory - Northwood still 2% faster.
Comanche 4 - Northwood still 16% faster!
UT2003 - Northwood still 2.5% faster.
Splinter Cell - Both with differences inferior to 1%.
3dMark03 - Both with differences inferior to 1%.
X2 Rolling Demo - Both with differences inferior to 1%.
AquaMark 3 - Northwood still 2% faster
Mainconcept MPEG Encoder 1.4.1 - Exact match. No difference.
Windows Movie Maker 2.0 - Northwood still 3% faster.
Lame 3.95.1 - Northwood still 12% faster!
Newtek Lightwave 7.5c - Northwood still 3% faster.
Cinema 4D XL 8.503 - Northwood still 13.6% faster!
Discreet 3DStudio MAX 6.0 - Northwood still 4% faster.
Wolfram Research Mathematica 5.0 - Northwood still 7% faster.
"If you take the mathematical average thereof, then Prescott is 0.2% slower than Northwood"
-------------------------------------------------------
The above benchmarks will be assimilated, decomissioned.
(Quake and a couple others will be hard.)
Prescott will then be 5% or so faster than Northwood.
Not bad for an engineering sample...at least according to Intel.
RE:"Dell has pressured them, and Intel promising them something, "soon"."
I wonder how long they will wait for Intel? Intels ace is that there is no Windows X86-64 OS available yet. So it's really Microsoft that giving them an excuse.
Ref:"With all the recent rumors of an Intel x86-64, I think the quotes should be considered in a different light".
Exactly the remark that Intel hoped their FUD would get.
Seems as though they were doing pretty good until they moved to San Diego.
RE:"If you look at the fact that AMD gained market share you miss the fact that Intel was severly capacity constrained during the run up in AMD market share. The Inq even reported they took some Pentium IIs out of storage and had resellers offer them. Gaining market share when your competitor is topped out and the market is growing is no big deal"
I believe this to be somewhat incorrect. AMD only took market share when they had the performance and Megahertz lead over Intel. If there was a shortage it included a shortage of high megahertz P-IIIs.
Intel was so desparate they were introducing P-III speed grades before their time. Exhibit the 1.13 Ghz P-III.
This time it's a bit different. AMD will take share in the high profit server arena so any increase in share will bring a great deal of profit vs. the general desktop chip.
AMD should have a slight PR rating lead over Intel for the rest of the year. This alone won't be enough to garner a great deal more share for AMD. The real ace in the hole is AMD64 but now I see Intel crashing the party and it becomes aquestion of when we see Yamhill type chips and a Windows XP 64 bit version.
Intel seems to be having a hard time with .90u like they did with .18u.
Bad news
Paul WHO?
Ref:"One would have to blind not to see the weakness of Xeon, and odd-ballness of Itanium. (Michael Dell?)"
Dell has his excuse to tell Barrett now. Will he jump on Opteron now or wait to lose business?
Or as chipguy alluded to in another post. Maybe there are just better solutions that x86 computer chips for xbox's graphic applictions.
I suppose Intel could have co-designed a chip.
Ref:"Not when cost and power are constrained like in the
embedded control market. Then x86 is spectacularly
uncompetitive and this is reflected by its dismal
showing outside of computers."
Well stated.
-Techman
Ref:"It's gotta be price."
I never would have thought IBM could have competed on price either. Maybe Intel just didn't want to lowball like they did to get the first XBOX contract. Even that would surprise me since Intel is capacity rich with 300mm fabs.
AMD didn't get it either. I never would have thought IBM could have aced Intel.
Ref:"Techman, the guy with the name "chipguy" posted that he beleives Itanium will be sold in 150K quantity in Q4.
I join you wondering if it's true."
Is this the same "Chipguy" who thought Centrino is selling in bucketloads?
My wild guess is that he's closer to being right about Centrino than Itanium sales.
I wonder if we will ever know because most all the sales information comes from Intel and it's cyrptic at best.
Techman
Ref:"Because every Itanium server sold is a success for Intel. Every hundred sold is worth press release."
Looks like anothe paper launch to me...<grin>
Have they sold 100 iTaniums yet? Intel's is one heck of a marketing machine but iTanium will test their metal.
Ref:"Is nVidia competing that well against them"
Yes, nForce2. Not to mention Intel and Sis.
RE:"Do you reside on the planet Earth?"
My guess is Sunnyvale. Table tree.
Ref:"I would buy AMD on any weakness caused by the P4EE."
I would not worry about the P4 Extremely Expensive Emergency Edition Xeon
Didn't Intel say the Centrino was selling really well or was that Chipguy?
With all this 64 bit talk and hanging on Microsofts every word, it appears a lot of people expect Intel and Microsoft to drop a bomb on AMD64 in the next few months if not sooner.