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"The last time they sold close to 8M processors was when they had most of Fab 25."
How many processors is AMD shipping per quarter these days?
"Microsoft has more than enough reasons to be going full speed ahead on AMD64 support"
full speed ahead on AMD64 support - so, just why did Microsoft miss the Opteron launch in April - and delay Windows AMD64 until the Athlon 64 launch in September - and then miss that deadline - and then mumble something about a "late H1/2004" delivery date and now Microsoft is leaking details about maybe a late H2/2004 launch?
Full spped ahead for Microsoft's AMD support - what fantasy land do you live in?
"Opinions on the Cray systems?"
Yeah - Cray has woken up to the costs of prodcuing the one-off system for Los Alamos - and are trying to spread the costs over a larger volume by scaling down the system in size so that they can sell more of these to other customers.
Otherwise, CRAY will be taking a huge bath on the one-off Opteron system.
We'll find out next year - if and when they deliver it.
"Thats why they do not deliver unit shipments per quarter as well. K. "
AMD stopped giving unit shipments in their quarterly reports when their unit shipments started heading down in volume instead of up.
AMD simply clammed up to hide and suppress their abysmal sales. This started about 1 1/2 years ago.
And to prevent future estimation of their yields.
But the cat was already out of the bag, and many astute investors calculated AMD's yields from AMD's formerly published data and concluded what AMD didn't want to admit - that their yields were terrible.
That's why they lose money most of the time.
"Did your estimate include depreciation costs of Intel's new 300mm equipment + more advanced lithography tools relative to that of depreciating AMD's couple of years older 200mm equipment? "
Did you ever compare AMD's depreciation to Intel's?
I didn't think so.
So let's do it together.
First, Intel's most recent quarterly depreciation was $1,167,000,000 and AMD's most recent quarterly depreciation was $285,030,000.
That puts Intel''s depreciation as 4.1x that of AMD.
Funny, but Intel's UNIT market share for x86 CPUs is over 5x that of AMD - but Intel's depreciation is only 4.1x of AMD's. (82% vs 16% - right?)
Real funny - no?
>5x unit CPU production but only 4.1x the depreciation of AMD -no?
Both Intel and AMD/FASL also produce flash memory - right?
AMD has two fabs - Fab 30 and Fab 25 - and possibly 2 more that were acquired with FASL - making 4 fabs for AMD.
But Intel has over 10 active fabs - Fab 11, 11x, 12, 14, 18, D1C, D1D, D2, Fab 22, Fab 23 ... and these produce not only as much flash as AMD, and 5x the CPUs as AMD but a humongous amount of chip sets, XScale processors, communications chips, ethernet chips, etc.
Intel produces about 2 chips per chip set and has over 70% of the x86 chip set market - right?
So all told, Intel must be producing 10 or 12x the number of chips as AMD - right?
But Intel's depreciation is only 4.1x that of AMD's.
Clearly, Intel's cost of producing CPUs and every other chip must be substantially lower than the cost of AMD's production of chips.
And don't forget - the low volume of AMD's 193 sq. mm Opterons will only make this comparison worse if and when AMD ups the volume of the gargantuan chips.
-SZ
"Rich Gamers get a highend laptop and desktop. They use the LT for Lan parties."
Talk about narrowing down a very small market into an extremely small market.
So, tell me, what are some of the 64 bit games these rich folks will be running on their $3000+ AMD 64 bit laptop
(I know - some cobbled version of Unreal Tournament is "promised" for late this year for an OS that will ship, maybe, late next year.)
"Did you see the one about AMD offering 64bit addressing?"
Good point.
All the AMD64 machines come with less memory than a 32 bit CPU can directly address - typically 2 or 3 Gigabytes - So much for bringing the promise of large address space to the consumer.
Of course, there are no 64 bit OS or 64 bit application software to run on these 64-bit-in-name-only-CPUs, rendering the whole concept rather absurd at this point in time.
Maybe AMD should change their nomenclature to AMD64NOW!
"They both have a niche, but the AMD laptop I linked to will destroy that one in performance, which is more important than size and battery life to most gamers."
Why would a gamer shell out over $3000 for a laptop when he could get better performance at half the price with a desktop model? Just what does portability mean to a hard-core gamer? They are usually introverts that don't make it out of their room for days at a time.
You confuse the reason why people buy laptops with your need to justify an AMD64 laptop.
Maybe if you think long and hard you'll discover why the Centrino/Pentium M CPUs are having a runaway success in the laptop/portable arena.
-SZ
"Did I just catch the tail end of a commercial showing someone using Centrino to send email in a mine? What a piece of crock."
Welcome to the world of successful marketing and advertising.
I suppose you prefer commercials where some pimply geeks watch a train crashing on an Athlon PC - evoking symbolism of the PC itself crashing.
AMDumb-ME
A better example might be this product:
http://www.voodoopc.com/systems/m355.aspx
The Voodoo ENVY M:355 is designed for power users on the run! Featuring an incredible amount of power, along with amazing battery life and wireless freedom. With the Intel Centrino technology combined with our expertise in gaming you can rest assured that you get the best of mobility and power all in one small package.
Click here to configure the VOODOO ENVY M:355 now.
More evidence of Intel's Centrino/Pentium-M not pulling its weight:
October 20, 2003 09:00
Motion Computing Tablet PCs to Help Production of Hit TV Show `According to Jim' Go Paperless; Series Producers and Writers First to Go All Digital
AUSTIN, Texas--(BUSINESS WIRE)--Oct. 20, 2003--Motion Computing today announced an effort to make the hit comedy series "According To Jim" the first paperless, all-digital writing staff in TV history. The milestone initiative will use Motion Computing's wireless-enabled, spiral notebook-sized tablet PCs, the latest in full-function, ultramobile computing that allows pen as well as keyboard input.
The writing staff and producers of "According To Jim" use the Motion M1300 Tablet PCs, which function like digital whiteboards, to script the show's upcoming season. The M1300 was designed around the innovative Microsoft(R) Windows(R) XP Tablet PC Edition operating system and the new Intel(R) Centrino(tm) mobile technology, which provides breakthrough performance and longer battery life.
"Camera, sound and editing technologies have all made great advances in the last few years. Now it's time to bring the writing process into the 21st century," said Jeffrey B. Hodes, co-executive producer of "According to Jim." "Last season, we consumed at least 275,000 sheets of paper. There's just no need for this kind of waste. With the M1300, our staff can write their own notes on a digital version of the script and send files instantly. And at the end of a production day, we no longer have to sit around waiting for copies of the rewritten script. The scripts appear instantly on our tablet PCs, saving not only money but time."
"This is a great example of tablet PC versatility and people using our systems in new ways and places," said David Altounian, Motion's chief product officer.
"According To Jim" writers use M1300s loaded with Microsoft Office Professional Edition 2003 and Microsoft Office OneNote 2003. The Microsoft Windows XP Tablet PC Edition operating system offers the same benefits as Windows XP, and includes utilities such as Microsoft Windows Journal, Tablet PC Input Panel and speech features. Colligo Workgroup Edition software is included to enable writers and producers to instantly and wirelessly network the M1300 Tablet PCs for convenient collaboration and file sharing.
The Intel Centrino mobile technology used in the Motion M1300 features an ultra-low-voltage Pentium M processor, the Intel 855 chipset and the Intel PRO/Wireless 2100 Network Connection for Wi-Fi connectivity in thousands of wireless "hot spots."
In addition to mobility and productivity gains, the collaboration will have environmental benefits. It is estimated that the show's tablet-wielding writing staff will save thousands of sheets of paper per week by using digitizer pens to write on industry-leading 12.1-inch computer displays, which are large enough to allow a full-size page view.
About According to Jim
In its third season, "According To Jim" airs Tuesdays at 9 p.m. (ET/PT) on ABC. Starring Jim Belushi, Courtney Thorne-Smith, Kimberly Williams-Paisley, Larry Joe Campbell, Taylor Attelian and Billy Bruno, the hit series humorously portrays the life of a loving family man who still wrestles with his urge to act like a child...even though he and his wife have three kids of their own to raise! Executive producers are Suzanne Bukinik, Tracy Newman, Jonathan Stark and Marc Gurvitz. Jeffrey B. Hodes, Nastaran Dibai, Bob Nickman and Howard Morris serve as co-executive producers. The show is produced by Touchstone Television, in association with Brad Grey Television.
"According to Jim" has established itself as the No. 1 program Tuesday at 9 p.m., leading second place NBC's "Frasier" by 13% in Adults 18-49 (5.4/14 vs. 4.8/12). In winning its half-hour on its season premiere, "Jim" became the first program in six years to beat a season premiere episode of NBC's "Frasier" -- since ABC's "Home Improvement" did so in September of 1997. So far this season, "According to Jim" has improved the half-hour for ABC by 15% among Adults 18-49 (5.4/14 vs. 4.7/12).
About Motion Computing
Motion Computing -- a tablet PC market leader -- combines world-class innovation and industry experience, enabling people to use computers in new ways and places. Marketed directly through its Web site and an experienced international reseller network, each Motion product is built to customer specifications. The company's award-winning M1200 and M1300 Tablet PCs and accessories are designed for users who need a combination of true mobility, power and versatility. For more information: http://www.motioncomputing.com/.
CONTACT: Motion Computing, Austin
Tricia Traeger, 512-637-1153
ttraeger@motioncomputing.com
or
Touchstone Television
Nicole Marostica, 818-460-6783
nicole.y.marostica@abc.com
"On Fleck's Intel comments in general: He is too one-sided. "
I like Fleck's older articles - when he shorted Intel at $17.96.
His fund must be nearly broke (again) with Intel now at $32+
Reuters Business Report
Fleckenstein Bets Against Tech
Saturday August 24, 1:50 pm ET
By Deepa Babington
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"AN IBM commissioned white paper (PDF) by IDC - about its AMD Opteron-based eServer 325"
That's odd - the 17 IBM TV advertisements I saw during the World Series Boradcasts this weekend only mentioned Intel-based Xeon servers. Not a peep about an AMD-based server.
Not to mention even more IBM-Xeon TV adverts on CNBC over the past 6 or 8 months.
What's up with that?
"I don't know if anyone noticed, but AMD is now breaking down operating income by division. "
I think most of us started noticing this about 5 or 6 years ago.
AMD has been doing this for at least 5 1/2 years. Here's a snippet from their April 98 earnings report.
AMD
Selected Corporate Data
(Unaudited)
Product Line Breakdown Q1 98 Q4 97 Q1 97
% of % of % of
Sales Revenue Sales Revenue Sales Revenue
Communications Group
(CPD, LPD, NPD) 28 $ 149M 28 $ 174M 31 $ 171M
Vantis (PLD) 10 56M 9 55M 13 69M
Memory Group (MG) 31 167M 30 181M 33 184M
Computation Products
Group (CMD, PPD, TMD) 31 169M 33 203M 23 128M
Other Data Q1 98 Q4 97 Q1 97
Depreciation
and Amortization $ 117M $ 108M $ 89M
Capital Additions 193M 250M(b) 151M
Headcount 12,936 12,759 12,025
International Sales 55% 56% 56%
(b) Restated from Q4 97.
"And Intel was unable to ship any P4 EEs or Prescotts. What does that tell you?"
It tells us that Intel made a boat load of money - $1,66 Billion Dollars - without those two products.
Just imagine what Intel will make when those two products start to ship in volume.
Intel said in the CC that Xeon shipmemts in Q3 were up 20% sequentially from Q2 2003 and that Itanium shipments set a record in Q3.
Looks like AMD's Opteron launch has had no impact on Intel.
Too bad AMD is spending all their money on a 64 bit small market opportunity while Intel is raking in the dough on 32 bit Xeons and notebook chips like Pentium M/Centrino.
AMD may have shot itself in the head chasing the wrong markets.
-SZ
Still think Centrino isn't pulling its weight?
In fact, it looks like Centrino is pulling AMD's weight too.
Thursday 9 October 2003
Acer ranks second-largest among Centrino notebook vendors in 3Q
David Tzeng, Taipei; Wen-Yu Lang, DigiTimes.com
Taiwan-based Acer was ranked the second largest Centrino notebook vendor worldwide in the third quarter, trailing behind only Dell, sources quoted Intel’s internal estimates as saying.
According to sources, Acer’s total Centrino shipments in the third quarter were about 180,000-200,000 units. With an average of over 60,000 Centrino notebooks sold each month last quarter, Acer is now eyeing monthly shipments of 80,000-100,000 units. The company’s monthly Centrino notebook sales were about 15,000 units in both April and May and over 20,000 units in June, sources said.
Some industry observers attributed Acer’s success to relatively weak performance by other international brands. While Dell and Acer introduced a variety of Centrino models soon after Intel launched its new mobile platform, other major brands like Hewlett-Packard (HP) and Toshiba were more conservative in coming out with similar products.
Acer declined to comment on the ranking, but said that its complete product line could be a major reason behind its strong Centrino sales.
The competition is expected to intensify later this year, as both HP and Toshiba are gearing up to expand their Centrino product lines, with new models to be launched starting this month, according to sources.
Toshiba is ordering its new Centrino notebooks from Compal. HP’s new Centrino models are expected to be manufactured by both Compal Electronics and Inventec, according to sources.
Acer’s Centrino notebooks
Model Name
Panel size (inch)
Manufacturer
Note
TravelMate 880
14.1 or 15
Quanta
TravelMate 660
14.1
TravelMate 290
14.1
Compal
Entry-level model.
Aspire 2000
15.4
Wide-screen, to be available in October.
TravelMate 370
12.1
Wistron
Super-slim, to be available in October.
TravelMate C110
10.4
Tablet PC.
TravelMate C300
14.1
Tablet PC, to be available in October.
Source: compiled by DigiTimes, October 2003.
So..what about this "cost per employee" metric of yours?
Care to explain it?
Petz - Still think Intel's Centrino/Pentium M isn't pulling its weight?
"According to Taiwanese notebook makers, Centrino notebooks now account for about 50-60% of their total notebook shipments. The ratio is expected to rise to 75% later this quarter, thanks to Intel’s price cuts on October 5. "
http://www.digitimes.com/NewsShow/Article_print.asp?datePublish=2003/10/06&pages=A7&seq=42
Tuesday 7 October 2003
Dothan notebooks may hit shelves in early 2004
David Tzeng, Taipei; Wen-Yu Lang, DigiTimes.com
Dothan-based notebooks could be available as early as January or February, if the processor ships by late December, according to sources.
Intel confirmed that it will start shipping Dothan processors by year-end, but said it has yet to plan the official launch. According to sources, Dell, Acer, Asustek Computer and AOpen are among the companies ready with the notebooks featuring the next-generation Pentium M processors.
At the Intel Developer Forum (IDF) last month in San Jose, California, Intel announced that it would unveil its new “Sonoma” mobile platform consisting of the Dothan CPU and a new chipset dubbed Alviso in 2004. According to sources at Taiwanese notebook makers, the new platform should be launched in the second half of 2004, and Dothan notebooks in early 2004 will use currently available chipsets.
While a few companies expect to show off brand-new notebook designs using Dothan in early 2004, most makers will have their initial Dothan notebooks based on the current Centrino models, sources said.
Compared to the current Pentium M processor, codenamed Banias, Dothan features higher clock speeds and will be manufactured on a 90-nanometer (nm) process instead of the original 0.13-micron. The new chip will also support a 2MB power-managed L2 cache.
According to Taiwanese notebook makers, Centrino notebooks now account for about 50-60% of their total notebook shipments. The ratio is expected to rise to 75% later this quarter, thanks to Intel’s price cuts on October 5.
Synopsys Announces Availability of Galaxy Design and Discovery Verification Platform Tools for Intel Itanium 2-Based Systems
October 06, 2003 09:00
MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Oct. 6, 2003--
Synopsys' Galaxy Design and Discovery Verification
Platforms Bring High-Performance; Semiconductor Design Capabilities to the Intel Itanium 2-based systems with Linux
Synopsys, Inc. (Nasdaq:SNPS) today announced the availability of key components of Synopsys' Galaxy(TM) Design and Discovery(TM) Verification Platforms on Intel(R) Itanium(R) 2-based systems running the 64-bit Linux operating system. Galaxy Design and Discovery Verification Platforms products running on Intel Itanium 2-based systems with Linux will help deliver the high performance and increased capacity engineers need to design and verify large, complex chip designs. Key products from Synopsys' Galaxy Design and Discovery Verification Platforms ported to Intel Itanium 2-based platforms include Design Compiler(R), Astro(TM), Physical Compiler(R), PrimeTime(R), the Milkyway(TM) design database, Star-RCXT(TM), VCS(TM), Vera(R), and NanoSim(TM).
"We are pleased to see Synopsys' synthesis, place and route, timing analysis, extraction, test and verification solutions on Intel Itanium(R) 2-based systems offering world-class 64-bit computing performance," said Guru Bhatia, director of IT Engineering Computing, Intel Corporation. "Itanium(R) 2-based systems post the performance necessary to enable EDA customers to get their designs to market more quickly and efficiently. That performance, coupled with Synopsys' suite of semiconductor design and verification tools, gives a technical advantage to the EDA engineering community to design complex silicon products."
"In order to achieve the capacity we require to verify our latest programmable logic devices, we are running VCS 7.1 on 64-bit Linux systems based on the Itanium 2 processor," said Rich Burnley, director of CAD at Xilinx. "We adopted VCS because of Synopsys' commitment to leading performance and capacity, which enables us to design and deliver state-of-the-art programmable logic products to customers faster."
"NVIDIA designs extremely large chips with 40-80 million transistors of synthesized logic and greater than 100 million transistors in memory," said Dan Smith, director of engineering at NVIDIA. "We demand 64-bit platforms for sophisticated design tools such as Physical Compiler, PrimeTime and TetraMAX(R) in Synopsys' Galaxy Design Platform. We have seen significant runtime improvements with Itanium 2-based systems that will help advance our complex graphics designs into the next generation."
Synopsys was the first major electronic design automation (EDA) software company to make its tools available on the Linux open source operating system and is committed to meeting its customers' needs for Linux and Intel Itanium 2-based solutions.
"Today's highly complex, leading-edge designs demand integrated, best-in-class EDA solutions running on advanced hardware," said Rich Goldman, vice president of Strategic Market Development at Synopsys, Inc. "The powerful combination of tools from Synopsys' Galaxy Design and Discovery Verification Platforms and Intel Itanium 2-based systems with 64-bit addressing capabilities will help provide the speed and capacity our mutual customers require to deliver the next-generation of system-on-chip designs."
Availability
Design Compiler, Physical Compiler, PrimeTime, PathMill(R), DFT Compiler(TM), Power Compiler(TM), TetraMAX, Milkyway, Astro, Star-RCXT, JupiterXT(TM), Hercules(TM), Formality(R) and NanoSim(TM) are now available for Red Hat Enterprise Linux v2.1 running on the Itanium 2 -based systems. VCS and Vera support for Red Hat Enterprise Linux v. 2.1 running on the Itanium 2 -based systems is scheduled for limited customer availability in the first quarter of calendar 2004.
About Synopsys
Synopsys, Inc. (Nasdaq:SNPS) delivers technology-leading semiconductor design and verification platforms to the global electronics market, enabling the development of complex systems-on-chips (SoCs). Synopsys also provides intellectual property and design services to simplify the design process and accelerate time-to-market for its customers. Synopsys is headquartered in Mountain View, California and is located in more than 60 offices throughout North America, Europe, Japan and Asia. Visit Synopsys online at http://www.synopsys.com/.
Forward Looking Statements
This press release contains forward-looking statements within the meaning of the safe harbor provisions of Section 21E of the Securities Exchange Act of 1934, including statements regarding the expected benefits and dates of availability of certain Synopsys software tools running on Itanium 2-based systems with 64-bit Linux. These statements are based on Synopsys' current expectations and beliefs. Actual results could differ materially from the results implied by these statements as a result of unforeseen difficulties in porting such Synopsys software tools to the 64-bit Itanium 2-based system, uncertainties attendant to any new product offering and the other factors contained in Synopsys' Quarterly Report on Form 10-Q for the fiscal quarter ended July 31, 2003.
Design Compiler, Formality, PathMill, Physical Compiler, PrimeTime, TetraMAX and Vera are registered trademarks of Synopsys, Inc. Astro, Discovery, DFT Compiler, Galaxy, Hercules, JupiterXT, Milkyway, NanoSim, Power Compiler, Star-RCXT and VCS are trademarks of Synopsys, Inc. Intel, Itanium, and Itanium 2 are registered trademarks of Intel Corporation or its subsidiaries in the United States and other countries. All other trademarks or registered trademarks mentioned in this release are the intellectual property of their respective owners.
CONTACT: Synopsys, Inc.
Isela Gamboa, 650-584-1644
igamboa@synopsys.com
OR
Edelman Public Relations
Pushpita Prasad, 650-429-2723
pushpita.prasad@edelman.com
"Do you really think that, if Intel got rid of all their other divisions..."
So tell me about this "cost per employee" metric, if you're such a financial genius on Intel.
So, what about this this "lower cost per employee" metric of yours?
Care to explain it?
Intel's P4EE Spec Results:
Intel's numbers:
http://www.intel.com/performance/desktop/extreme.htm
Industry Standard Benchmarks Performance Results
Intel® Pentium® 4 Processor with HT Technology Extreme Edition 3.20
GHz
SPECfp*_base2000 1475
SPECint*_base2000 1583
TecChannel's independent numbers:
http://www.tecchannel.com/client/desktop/440/6.html
SPECint_base2000 1466
SPECfp_base2000 1505
"Last time I looked, AMD had a lower cost per employee."
Please explain this "lower cost per employee" metric.
-SZ
"MirrorBit - very much an AMD solution to getting multiple bits per cell"
You're very wrong on that one. AMD just stole this technology from Saifun - then, when sued, ended up paying Saifun about $50 million to settle the suit.
http://quote.bloomberg.com/fgcgi.cgi?T=marketsquote99_news.ht&s=APHwMvRbXQWR2YW5j
Advanced Micro Devices, Fujitsu Stole Technology, Saifun Claims
By David Glovin
New York, Feb. 26 (Bloomberg) -- Advanced Micro Devices Inc. and Fujitsu Ltd. were accused in a federal lawsuit of stealing memory chip technology from Saifun Semiconductors Ltd.
Saifun says it disclosed ``revolutionary'' memory chip technology to Advanced Micro Devices and Fujitsu after the companies agreed to keep the information secret. At the time, Advanced Micro Devices, the No. 2 maker of semiconductor chips, was weighing whether to license the technology, the suit says.
The defendants used the technology to develop their own memory chip products, Israel-based Saifun claims in a complaint filed today in New York. Saifun now seeks an order blocking Advanced Micro Devices and Fujitsu from infringing its patent.
``AMD wrongfully incorporated information provided to it by Saifun in confidence into patent applications in the United States and other countries,'' the lawsuit claims.
Advanced Micro spokesman John Greenagel said the company hadn't seen the suit and didn't have an immediate comment.
Shares in Sunnyvale, California-based Advanced Micro Devices rose 13 cents, to $13.70.
While AMD is trying to make a huge die Opteron/Athlon64 and sell it into a very small market (64 bit CPUs), AMD has diverted its efforts from the real growth product - notebook CPUs and PCs.
Intel's purpose-built Centrino technology has leapfrogged it over AMD's dumbed down AthlonXP-M and Athlon64 toaster.
Notebooks continue shipment gains
By John G. Spooner
Staff Writer, CNET News.com
September 2, 2003, 11:48 AM PT
http://news.com.com/2100-1044-5070313.html
Hewlett-Packard stayed on top of the notebook market during the second quarter, as laptop PCs continued to win over consumers.
Statistics published Tuesday by IDC show that industrywide notebook shipments rose by 22.4 percent globally on a year-over-year basis during the second quarter and grew by 1.5 percent from the first quarter. Meanwhile, shipments in the United States grew by 18 percent year over year and by 8 percent sequentially, IDC said.
Though small, the sequential gains reversed normal seasonal declines, showing that notebooks continue to gain favor with computer buyers. On the corporate side, simultaneous increases in notebook purchasing by businesses during the second quarter could point to the beginnings of a small, but steady rebound in commercial PC sales, IDC said.
"Commercial notebook shipments grew by 9.6 percent, sequentially," said Allen Promisel, analyst with IDC. "In a quarter where you typically see a drop in units, we saw commercial demand pick up. Effectively, this could mean that we've seen the worst and we're pulling out of it."
HP, Dell and IBM all increased shipments during the second quarter, while Toshiba suffered lower shipments, IDC said.
HP, which shipped the most notebooks during the first quarter, maintained the top market-share spot during the second quarter as well. The Palo Alto, Calif., computer giant garnered 17.3 percent of the worldwide market during the quarter. Dell followed with 15.4 percent, and Toshiba had 11.2 percent. IBM took fourth with 9.6 percent of the market, followed by Fujitsu-Siemens with 6.1 percent.
The roles of HP and Dell were reversed in the U.S. market, where Dell had the most market share with 26.6 percent. HP followed with 20.3 percent.
Toshiba and IBM were nearly tied for the third spot with 9.6 percent and 9.3 percent, respectively. Meanwhile, fifth-place Apple garnered 7 percent of the U.S. market, and Gateway was the sixth-largest seller with 4.1 percent of the market.
Of all the sellers, Toshiba probably had the toughest time during the quarter, IDC said. The company saw its unit shipments fall by 21 percent worldwide, as pricing pressure in the United States and PC market weakness in Japan took their toll, IDC said.
HP had the most to celebrate, as it sat in the top spot and saw worldwide notebooks shipments increase by 10 percent sequentially. But notebooks were the only real bright spot in HP's admittedly disappointing third fiscal quarter PC performance. Dell held on to the top spot in overall PC shipments, which include desktops, notebooks and servers, during the second quarter.
Notebook shipments have been increasing steadily since 1998, IDC said. But the market could face some challenges, including the possibility of increases in DRAM and LCD panel prices, which could prompt manufacturers to pare back features or raise prices during the coming fourth quarter and the holiday season.
Still, laptops are expected to continue to gain ground. Notebooks represented nearly 27 percent of alls PCs sold both worldwide and in the United States during the second quarter, up from about 25 percent for both markets during the first quarter. Thanks to sales seen of late, the portable PC category is well on its way to eclipsing the 30 percent mark and should reach 35 percent of PC sales in the U.S. market by 2007, IDC said.
"64-bit extensions increase the core by approximately 5%."
Maybe if you add two extra metal layers and the attendant via layers.
The end result is a much more expensive CPU due to enhanced manufacturing costs, manufacturing time and intendant yield loss.
"Intel copying AMD again?"
Intel hasn't copied AMD's horrendous financial losses.
Maybe you can explain why.
-SZ
"Interesting that Tom has the FX51 drawing more power than the equivalent Opteron..."
So does AMD.
http://www.amd.com/us-en/assets/content_type/white_papers_and_tech_docs/30430.pdf
"I suspect the P4EE dissipates significantly (30%-50%) more power than the FX 51. "
The Athlon64 burns 89 watts at 2000 or 2200 MHz according to AMD.
http://www.amd.com/us-en/assets/content_type/white_papers_and_tech_docs/30430.pdf
I guess this is now a low power part for the fanboys.
"Anyone heard any real details re: mobile A64 and the notebooks other than the fact that they exist? Performance? Power?"
Yes.
AMD has published this data.
Depending upon the speed grade, the mobile Athlon64 dissipates an astounding 62 to 81 watts - and even 89 watts at 1600 MHz for one odd ball model number.
This document confirms also that the desktop Athlon64 also dissipates a maximum of 89 watts at 2000 or 2200 MHz - a mere 14 watts lower than the "prescwatt" which runs at 1200 MHz faster clock speed (3.4 GHz)
Something for the AMD boys to mull over when they spit out their feeble prescwatt jokes.
http://www.amd.com/us-en/assets/content_type/white_papers_and_tech_docs/30430.pdf
"Microsoft Corp. plans to begin selling a test version of the Windows XP operating system for Athlon 64 late this year "
That will be a nice.
A test version.
What a novel idea.
"Northgate Athlon 64-bit 1GB ...1 GB DDR SDRAM expandable to 2 GB "
So, Dan3, I ask you again - how does this 64 bit baby bring the promise of large addressability to the PC world - when it can address - what? a puny 2 GigaBytes maximum?
Dan3, isn't that about half the address space of a 32 bit processor such as the 80386?
And what about this amazing dumbed down 4 year old 'value' graphics card - the lamo GeForce MX440.
Who is AMD's target audience for this chip - the mentally handicapped ?
"I'v been reading about them and underhanded doings for a few years now. Have you not? If not your either not reading much or in denial...period."
You've read about BigFoot many times too, I'm sure.
You believe in BigFoot?
You ever see BigFoot?
You lie awake at night in fear that BigFoot is coming to your home to kill you?
You have read about Intel's "alleged" underhand doings from Intel's competitors (AMD, Cyrix, etc.) and AMD's and Cyrix's investors.
What do these all have in common?
Easy - they have all lost in the market place - and they are sore losers.
So they don't attribute their losses and incompetence to their own behavior - instead, they find a scapegoat to hang their failures on - Intel.
Instead of accepting responsibility for their own failures, AMD and AMD investors choose to place Intel as the cause of their failures.
You must also believe that fat people are only fat because they eat at fast food restaurants and these fast food restaurants are responsible for their "fatness".
Every failure is actually a victim of someone else's evil doings - right, Jules?
Happy Hamburger.
-SZ
"load language and looked around the corner and see this guy holding some AMD posters. I thought it was an AMD rep. I then heard my friend say put em back. I stood in front of the opening and the guy noticed me, he then threw the posters on the table and stormed out."
So, Jules, according to you as an eyewitness, Intel is guilty of the following:
1. Loud (not "load") language. What a heinous crime.
2. Throwing AMD posters on the table - a crime so severe that Intel should be disbanbded and all their officers should be incarcerated for life.
Jules, you have got be kidding. Do you realize the pettiness and stupidity and absurdioty of your claims?
-SZ
"BTW if that "strongarming" investigation gets dropped as rumored then how do you think the apologists will spin it?"
Simple.
The fanboys will emphatically claim that Intel "strongarmed" the FTC into dropping the complaints.
Funny - no?
"Everything about P4 EE has "marketing" written all over it. "
So...what do you call AMD's action which is to sell a 64 bit CPU with no 64 bit OS and no 64 bit software?
You don't think that is "marketing?" ?
"We know the rumor that A64 SSE2 operation is improved. "
Early Opteron owners should demand a refund or replacement from AMD - for selling them inferior SSE2 chips.
You boys should call your politcal bosses and demand an investigation of AMD.
"They don't call him Hector the Dissector for nothing at Moto. "
Nobody on the AMD threads ever commented about Motorola dropping out of the world wide top 10 semiconductor manufacture as a result of Hector's tenure at Moto SPS - afte Moto was number one for many years before Hector took over.
"Yeah. P4 Emergency Edition sounds about right for me for the time being. Presqwatts is what we can discuss next year. "
You boys have short memories.
Remember what Jerry Sanders' labeled DUD (the Pentium 4) did for AMD - it sent AMD into a financial spiral losing money in 8 straight quarters and lopping 6% off AMD's market share.
Better ask yourselves hpw many of you are going to be ponying up $600 - $800 for a new AMD64 and motherboard.
How many?
AMD's reputation is for cheap CPUs. Their new AMD64 is going to push a lot of fanboys into the Intel camp,