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Sahara Enters Indian Computing Space
The Subroto Roy controlled Sahara India group is tying up with the South Africa-based Sahara Computers, to float a new hardware company called Sahara Computers and Electronics Ltd. (SECL) that was officially inaugurated on Sep 10.
The Lucknow-based Sahara Group’s maiden foray into information technology marks a startling trend among big corporate houses to venture into new areas often with little core expertise. The group all this while had interests in areas such as para-banking, aviation, media, and housing & infrastructure and has now nose-dived into the plum IT arena.
Be it the pioneering Tatas, who are into manufacturing, aviation, telecommunication, media, or the mighty Reliance who has virtually taken over the city by expanding from oil & natural gas, to telecommunication and power. Or take the Birlas in the manufacturing of infrastructure, insurance, the Godrejs in consumer goods and electrical appliances, or even the Mahindras who are into the automobile service industry, to name a few, all are on an expansion and diversion spree of their own. Another common characteristic that binds them is their urge to have a share of the IT pie.
But Sahara’s entry in the IT arena bodes well for the lackluster hardware industry in India which all this while lacked the presence of a big corporate entity to provide it the required momentum given the fact that much smaller nations like Thailand, and Malaysia fares better in hardware than India.
The September 13 announcement by the processor major AMD, that SCEL will manufacture and sell AMD processor based products and solutions designed for business and consumer technology buyers in the India market can be a shot in the arm for the hardware shuffle in India. These solutions will include computing platforms based on AMD Athlon 64 and AMD Sempron processors, for desktop and mobile computing and AMD Opteron processors for workstations and servers.
http://www.cxotoday.com/cxo/jsp/index.jsp?section=News&subsection=Hardware&subsection_code=3...
Additional info on India's economy
http://neasia.nikkeibp.com/wcs/leaf/CID/onair/asabt/fw/330996
Re: AMD Engineering Lab in Tokyo
AMD Presentation in Tokyo, Japan (Babel Fish Translation):
http://babelfish.altavista.com/babelfish/trurl_pagecontent?url=http%3A%2F%2Fpc.watch.impress.co.jp%2...
http://babelfish.altavista.com/babelfish/trurl_pagecontent?url=http%3A%2F%2Fpcweb.mycom.co.jp%2Fnews...
AMD-based EPSON notebook
http://www.epsondirect.co.jp/edicubef/#f550h
Sorry if already posted.
Never heard of Epson to be involved in making notebooks. Looks quite interesting.
Processors to choose from:
AMD Athlon™ XP-M 2800+
AMD Athlon™ 64 3000+
AMD Athlon™ 64 3200+
AMD Athlon™ 64 3400+
One dissapointment - they have ATI MOBILITY RADEON™ 9700 with only 64MB onboard. Anyway, it's a good start.
Micron 4GB Reg DIMM for AMD Opteron
Micron Technology, Inc.'s 4GB DDR Registered DIMM Validated for the AMD Opteron™ Processor
Micron is among the first to achieve 1Gb DDR validation on all leading x86 server platforms
Boise, June 14, 2004 -- Micron Technology, Inc., today announced validation of its 1Gb DDR components and 4GB DDR Registered DIMM modules for the AMD Opteron™ processor. Validation of these components and modules enables AMD Opteron processor customers to choose DDR registered DIMMs in all densities, including 256MB to 4GB, and at all speed grades, including PC2100, PC2700, and PC3200.
"With the validation of Micron's 1Gb DDR, Micron expands their leadership position in high-density server memory for the AMD Opteron processor," said Ben Williams, vice president of AMD’s Server/Workstation Business Segment. "Micron is a leader in DDR validation and production, which further improves the AMD Opteron processor platform for our customers' products in 2004 and beyond."
"Micron is now the first supplier to achieve 1Gb validation on all leading x86 server platforms, and we are qualified in many RISC-based server platforms as well," said Terry Lee, Executive Director of Advanced Technology and Strategic Marketing for Micron's Computing and Consumer Group. "Micron offers the leading high-density SDRAM, DDR, and DDR2 memory solutions for server applications."
Micron Technology, Inc., is one of the world's leading providers of advanced semiconductor solutions. Through its worldwide operations, Micron manufactures and markets DRAMs, Flash memory, CMOS image sensors, other semiconductor components and memory modules for use in leading-edge computing, consumer, networking, and mobile products. Micron's common stock is traded on the New York Stock Exchange (NYSE) under the MU symbol. To learn more about Micron Technology, Inc., visit its Web site at www.micron.com.
http://www.micron.com/news/product/2004-06-14_4gbddramdvalidation.html
yourbankruptcy,
Sempron/Paris is 118 mm^2
Where did you get a square data for Sempron/Paris? Your own calculations?
I must miss that info. Thank you
Price structure in Q3 with Paris included: 5 million $60 Bartons
I think, 5 mil Bartons in Q3 is too high number. I expect much less.
Sempron 3Q launch to push AMD sales
DigiTimes.com [Monday 14 June 2004]
Advanced Micron Devices (AMD) CPU shipments are expected to rapidly increase beginning in the third quarter of this year amid the availability of AMD Sempron and Mobile AMD Sempron processors, according to sources at Taiwanese PC and motherboard makers.
The Sunnyvale, California-based company shipped about one million K8 CPUs in the first quarter, local makers quoted sources at AMD as saying.
The desktop AMD Sempron processors will be available in Socket-A, 754- and 939-pin platforms, said the sources.
The Socket-A models will use the current AMD Athlon XP processor core, while the 754-pin models will be supported by chipsets codenamed Paris and Victoria, said the sources, adding that the 939-pin Sempron will be unveiled in early 2005.
The first Mobile AMD Sempron processor is likely to be based on the Dublin core built using a 0.13-micron process and will be followed by new models featuring Sonora code built on a 90nm process, the sources noted.
A Chinese-language website suggested that the 32-bit Dublin will come in two models, the 2600+ and 2800+, with 128/256KB of L2 cache, while the Sonora, also built on a 32-bit architecture, will come in 3000+ and 3100+ models.
http://www.digitimes.com/NewsShow/Article.asp?datePublish=2004/06/14&pages=A2&seq=5
jhalada,
Windows is already multiuser, and Windows XP Pro supports dual out of the box. So do all the Server editions.
Thank you. In general, only hardware is a lagging indicator. Right?
bobs10,
If I had to guess whose behind all this I would say Bear Sterns
My take on who among big players is behind this downplay - Citigroup (SSB). Plus, let's not forget that UBS recently reduced their target on AMD from $20 to $16. So, we are witnessing a take&run case.
I still believe longs (AMD) will be rewarded big time.
Intel updated PCN for mobile P4 and Celeron
Mobile Pentium 4 90nm from D-0 to E-0
ftp://download.intel.com/design/pcn/Processors/D0104051.pdf
Celeron D 90nm from C-0 to D-0
ftp://download.intel.com/design/pcn/Processors/D0104026.pdf
And these chips are expected to compete with AMD products in mobile and value areas? No way. IMHO.
fastpathguru,
Margins on future dual-core products should be very good. No question. That's from a hardware point of view. But what about OS and aps? Additional charges?
K8 dual-core
http://pc.watch.impress.co.jp/docs/2004/0609/kaigai08l.gif
The whole story
http://pc.watch.impress.co.jp/docs/2004/0609/kaigai095.htm
Use translation link
http://babelfish.altavista.com/
StockPickReport - BUY AMD
StockPickReport has a BUY rating on AMD as of today
http://home.businesswire.com/portal/site/home/index.jsp?epi-content=GENERIC&newsId=2004060900510....
BUGGI1000,
Thanks for the updated data.
Regards
BUGGI1000,
$20 resistance terrain is huge, I must agree.
Positive guidance next month (overall margins improvements above 40 and revenue upside - I expect) will break through that area easily.
BUGGI1000,
# shares has increased? In Q2?
I just checked Bloomberg data and it shows 353.582 Shares (Millions) outstanding. Am I missing smth?
History repeats !!!
Going forward AMD has a much better positive momentum relative to last year.
Shorts interest
May 14, 2004 53,677,408
Apr. 15, 2004 47,268,591
Mar. 15, 2004 43,760,307
Feb. 13, 2004 38,676,775
Jan. 15, 2004 39,961,744
Dec. 15, 2003 35,237,794
Nov. 14, 2003 33,649,094
Oct. 15, 2003 38,731,825
Sep. 15, 2003 39,844,145
Aug. 15, 2003 38,837,957
Jul. 15, 2003 42,955,123
Jun. 13, 2003 52,667,385
Following AMD conference @SSB
KeithDust2000, Thanks for the slides.
The thing I found the most interesting and encouraging is the following AMD statement on slide 13 - Power "surplus" provides greater flexibility to boost performance, lower power or both in new chips.
http://www.veracast.com/sbcitigroup/semiconductor_2004/events/2021_advanc/slides/slide13.jpg
That gives AMD a huge advantage in all aspects going forward. Very promising short and mid-term future for AMD.
Nvidia CK8-04(Crush K8-04)
http://pcweb.mycom.co.jp/articles/2004/06/03/computex1/images/Photo06l.jpg
Abit AN8
http://pcweb.mycom.co.jp/articles/2004/06/03/computex1/images/Photo02l.jpg
Biostar K8NNH-939
http://pcweb.mycom.co.jp/articles/2004/06/03/computex1/images/Photo03l.jpg
Epox 9NPA+
http://pcweb.mycom.co.jp/articles/2004/06/03/computex1/images/Photo04l.jpg
Gigabyte K8NENXP
http://pcweb.mycom.co.jp/articles/2004/06/03/computex1/images/Photo05l.jpg
Iwill D8KE PCI-Express 1x
http://pcweb.mycom.co.jp/articles/2004/06/03/computex1/images/Photo07l.jpg
Building a Great Media Center PC
http://download.microsoft.com/download/1/8/f/18f8cee2-0b64-41f2-893d-a6f2295b40c8/TW04058_WINHEC2004...
1. Close cooperation between Microsoft & AMD?
2. Will SONY join the party besides HP, Gateway?
PCI Express and Windows Longhorn
http://download.microsoft.com/download/1/8/f/18f8cee2-0b64-41f2-893d-a6f2295b40c8/TW04092_WINHEC2004...
Windows Server Platform Strategy
http://download.microsoft.com/download/1/8/f/18f8cee2-0b64-41f2-893d-a6f2295b40c8/TW04056_WINHEC2004...
Enhanced Virus Protection In AMD64 Processors
http://download.microsoft.com/download/1/8/f/18f8cee2-0b64-41f2-893d-a6f2295b40c8/TW04093_WINHEC2004...
New 14-inch AMD notebook at Computex
Twinhead, a Taiwan notebook PC specialist, will debut its slim efio! 14A two-spindle notebook at Computex Taipei 2004. The new AMD-based notebook targets frequent travelers, mobile workers, students, and SOHO users.
The notebook features a 14-inch XGA TFT LCD and is powered by the Mobile AMD Athlon XP-M processor 1800+ to 2400+. The efio! 14A supports up to 512MB DDRAM, weighs 2.6 kg and includes three USB 2.0 ports, a PCMCIA slot, onboard 10/100M bit Ethernet, and a 56Kbps V.90 modem.
The Twinhead efio! 14A supports IDE hard drives up to 80G, and its media bay can accommodate a DVD-ROM or DVD/CD-RW combo drive.
http://www.digitimes.com/NewsShow/Article_print.asp?datePublish=2004/05/19&pages=PR&seq=202
DARBES,
The second dumper of Intel shares after BofA was Putnam as of 03-31-04
Shares held / Change (shares) / %Change (shares)
13,859,698 / (54,583,586) / (79.75%)
BUGGI1000,
Thank you very much for SSB reports. Very interesting to read.
sgolds, Fidelity on AMD
You are right about Fidelity, as of 03-31-04 FMR decreased its position in AMD by (6,006,315) shares or (32,06%). I think they started dumping AMD shares after touching 52-week high. At the same time FMR was accumulating Intel shares (10,66%).
But what interesting is the following new positions in AMD
JANUS - 3/31/2004 / 21,797,622 / 12,873,035 / 144.24%
CRM - 3/31/2004 / 12,920,000 / 11,520,000 / 822.86%
GOLDMAN SACHS - 3/31/2004 / 3,932,603 / 626,787 / 18.96%
MORGAN STANLEY - 3/31/2004 / 3,444,204 / 392,790 / 12.87%
UBS - 3/31/2004 / 2,490,724 / 1,990,725 / 398.15%
PRUDENTIAL - 3/31/2004 / 1,027,363 / 174,119 / 20.41%
JP MORGAN - 3/31/2004 / 937,380 / 506,362 / 117.48%
WACHOVIA - 3/31/2004 / 553,824 / 201,459 / 57.17%
BofA - INTEL Unloaded!
Institutional holdings (Intel)
As of 03-31-04 BANK OF AMERICA reduced its position in a BIG way
Shares held = 25,715,239
Change (shares) = (63,189,880) !!!!!!!
http://www.nasdaq.com/asp/holdings.asp?mode=&kind=&symbol=AMD&symbol=INTC&symbol=&am...
DARBES,
I assume that upgrade from ML (if the new position is accurate) may happen this quarter.
Let's see what data will be for FMR as of 03-31-04
pgerassi,
I happened to read your recent K9 speculation @ SI. Do you believe that a Trace Cache can be added to K9 architecture?
Thank you
AMD Institutional ownership overview
Some interesting data taken from lionshares.com
http://www.lionshares.com/details.cfm?SEARCH=symbol&CUSIP=007903107&SID=%20%20%20%20%20%20%2....
Position / Pos Change / Rpt Date
1. Merrill Lynch Investment Managers, Inc. 18,975,417 / 6,607,223 / 03-31-04
2. Fidelity Management & Research Co. 18,737,464 / 3,232,063 / 12-31-03
Let’s take a look @Nasdaq data. It doesn’t show a new position for Merrill Lynch Investment Managers, Inc, but …
http://www.nasdaq.com/asp/Holdings.asp?FormType=institutional&symbol=AMD&selected=AMD
MERRILL LYNCH ASSET MANAGEMENT INC 7,833,983 / 4,252,123 / 03-31-04
Any comments?
Opteron 250 (picture)
http://www.hkepc.com/bbs/attachments/EU04_opteron250.jpg
Another order for Red Storm-Based Product
SEATTLE--(BUSINESS WIRE)--May 11, 2004--Global supercomputer leader Cray Inc. (Nasdaq NM:CRAY) today reported that a Canadian organization has placed an advance order for the company's upcoming product based on the Sandia Red Storm supercomputer. The Red Storm-based system is scheduled to be installed at the customer's facility in late 2004. Further terms were not disclosed.
Earlier this month, Cray announced that the Pittsburgh Supercomputing Center (PSC) had placed an advance order for a Red Storm-based system, to be installed in the third quarter.
"We're seeing very strong interest in this upcoming product, which is designed to be more efficient and cost-effective for challenging problems and workloads than the clustered SMP systems available in the HPC marketplace today," according to Cray Chairman and CEO Jim Rottsolk. "For really serious problems like this, purpose-built HPC systems are vastly superior to loosely linked clusters of servers or PCs."
Red Storm is a 40-TeraOps (40 trillion calculations per second) supercomputer Cray is scheduled to deliver this year to Sandia National Laboratories under a $93 million Department of Energy contract. The Red Storm-based product targets the need for highly scalable microprocessor-based supercomputers with high bandwidth. Sandia National Laboratories partnered with Cray in designing the Red Storm architecture.
http://investors.cray.com/phoenix.zhtml?c=98390&p=irol-newsArticle&t=Regular&id=525346&a...
Opteron servers handle growth of Weather.com
http://www.nwfusion.com/news/2004/0503weathercom.html
Advance Order for ``Red Storm''
Sorry if already posted
Cray Inc. Announces Advance Order for ``Red Storm'' Product from Pittsburgh Supercomputing Center; PSC and Cray Will Collaborate On Advanced Software Development
SEATTLE--(BUSINESS WIRE)--May 3, 2004--Global supercomputer leader Cray Inc. (Nasdaq NM: CRAY) today announced that the Pittsburgh Supercomputing Center (PSC) has placed an advance order for the company's upcoming product based on the Sandia "Red Storm" supercomputer.
This is the first disclosed customer for the new product line, which will be launched later this year. Financial terms were not revealed.
Cray plans to deliver a "Red Storm" system in third-quarter 2004 to PSC's Pittsburgh facility. PSC will provide scientists with early access to the system's advanced massively parallel processing (MPP) architecture and will also collaborate with Cray on specialized applications and other advanced software development.
"This advance order from PSC, one of the world's leading supercomputing sites, is an important milestone for the 'Red Storm' product," said Cray Chairman and CEO Jim Rottsolk. "It is hard evidence of the high interest level we are seeing in this innovative architecture."
PSC Scientific Co-director and University of Pittsburgh Professor Ralph Roskies stated, "This new architecture will make possible major scientific breakthroughs by enabling important applications which couldn't scale well using clusters with today's weaker inter-node interconnect technologies."
"We are very excited to, once again, work with Cray to advance the state-of-the-art in high-end scientific computing," said Michael Levine, PSC's scientific director from Carnegie Mellon University. "Together, we will deploy a system of exquisite balance and prodigious capability."
PSC, in partnership with Cray, has consistently had early access to the most powerful new computing resources designed to solve important scientific problems.
Supercomputing veteran and PSC's Director of Special Projects Jim Kasdorf added, "Cray's new product, made openly available to the U.S. research community by PSC, will significantly increase the competitiveness of our nation's scientists and high-performance computing industry."
"Red Storm" is a 40-TeraOps (40 trillion calculations per second) supercomputer Cray is scheduled to deliver this year to Sandia National Laboratories under a $93 million Department of Energy contract. Cray announced plans to develop the Red Storm-based product in October 2003.
"The product targets the need for highly scalable microprocessor-based supercomputers with high bandwidth. It is designed to be more efficient and cost-effective for challenging problems and workloads than the clustered SMP systems available in the marketplace today," according to Peter Ungaro, Cray's vice president of worldwide marketing and sales. "Together with Sandia National Laboratories, who partnered with Cray in designing the 'Red Storm' architecture, we are very excited that PSC has selected 'Red Storm' for their very diverse and demanding scientific supercomputing workload."
http://investors.cray.com/phoenix.zhtml?c=98390&p=irol-newsArticle&t=Regular&id=521873&a...
AMD ClusterWorld 2004 Presentation
High Performance Enterprise Computing with ACML 2.0
http://www.amd.com/us-en/assets/content_type/DownloadableAssets/dwamd_CW2004.pdf
Why AMD chose low-end Intel platform for the test?
ChrisC_R,
Why does anyone listen to these thieves?
Someone may find this a good opportunity to sell AMD, someone to buy :)
sgolds, IBM
Thanks for your comments.
I agree that IBM does have an interest to make chips for AMD.
The latest NV40 chip from Nvidia with 222 million transistors is fabricated by IBM on a 0.13-micron fabrication process and a recent article @SiliconStrategies where AMD fellow said that strained silicon will be added in the future made me believe that we might see K8 (only dualcore if that's the case) chips from IBM.
What chances are that IBM will make K8 dual-core chips @ Fishkill?