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Yes, I think the buying public generally knows they are buying a single core or dual core part. In the single core case, I'd imagine that 99.9x% of buyers have no idea that their part might be a defective DC part.
Surely you don't expect them to pry the heat spreader off and count the number of dies and then compare vs the number it reports on bootup.
I think you're confused. AMD has no plans to produce 3-core parts on purpose. Thus all 3-core parts would be known to be partially defective quad-cores by default.
Yeah, I thought so. Listen, I'm sorry your Intel investment is in the tank, but "we told you so".
Eric Ross at ThinkEquity had Intel rated as a BUY up until TWO WEEKS ago.
Is that the wbmw definition of "perma-bear"?
AMD and Lenovo Expand Relationship Globally
Thursday February 23, 4:01 pm ET
Lenovo to Deliver AMD-Powered Commercial Desktop Computers for the First Time in New Markets Around the World
SUNNYVALE, Calif.--(BUSINESS WIRE)--Feb. 23, 2006--AMD (NYSE:AMD - News) today announced its AMD64 technology is now available in a new line of professional desktop PCs from Lenovo, marking the first time that this pairing will be available worldwide. The Lenovo 3000 J105 desktop, with a choice of AMD Athlon(TM) 64 or AMD Sempron(TM) processors, offers leading-edge performance to small and mid-sized businesses, and is expected to be available broadly in various international markets, including the United States, Canada, Mexico, the United Kingdom, France, Germany, Russia, Australia, New Zealand and Southeast Asia.
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Today's announcement builds on the considerable success AMD and Lenovo have shared over the past two years in China, where approximately 50 percent of Lenovo's desktop systems are powered by AMD processors. Additionally, Lenovo was one of the first PC manufacturers to launch AMD Sempron processor-based systems, which were well received in China for users looking for a PC with performance and features designed to address their daily home and business computing needs.
"Today's launch is yet another proof-point of the strong commitment between AMD and Lenovo to provide innovative solutions to address the needs of an increasing base of consumer and business customers and is another example of AMD's growing leadership in the commercial marketplace," said Marty Seyer, senior vice president, Commercial Business and Performance Computing, AMD. "Innovation is at the heart of what AMD and Lenovo do, and by offering a choice of AMD processors to commercial organizations worldwide we continue to see our innovative AMD64 technology put to use for an expanding market of desktop users."
"Our customers in China have already seen the benefits of what our two companies have accomplished together, and this is an opportunity to offer more choice to our customers worldwide," said Steve Petracca, vice president, Lenovo. "With AMD processors, we're able to meet a real demand among commercial users who are looking for simplified, affordable computing, helping small business customers focus on the parts of their business operations that they need to, instead of worrying about their computer systems."
Targeted at small to mid-sized business users, the AMD-powered Lenovo 3000 J105 desktop will offer a choice for customers between AMD Athlon 64 or AMD Sempron processors, which both offer the added security benefit of Enhanced Virus Protection (EVP)(a). This capability, when enabled by the Microsoft Windows® XP Service Pack 2, helps prevent the execution of certain types of malicious viruses, and is designed to keep home and business users' data secure. Additionally, both processors boast AMD's Cool'n'Quiet(TM) Technology, enabling overall lower system and processor power consumption. AMD Athlon 64 processors are designed for exceptional performance computing with current and upcoming software, while AMD Sempron processors deliver affordable performance for today's value-conscious buyers of desktop PCs.
Contact local Lenovo sales representatives for questions regarding availability of the new AMD64-powered Lenovo 3000 J105 desktop or visit www.lenovo.com.
Yes, because they are not easily identified as such.
You're welcome to disagree re: "X3".
I think that they would be considered "defective", and they would result in too many server lines. 1, 2, 4 and 3 core lines?
I don't think so.
You seem to have quite a history of bad semiconductor investment decisions. Is that what brings you here?
AMD stock has not even priced in the $1.50 to $2.00/sh they're going to earn this year.
As far as sounding worried... I think a glance at YTD trading of INTC and AMD will clear that one up for you.
So why has'nt this clown downgraded AMD also?
Uh, maybe because "slower gains" isn't exactly bad news? Who's the clown, again?
Durons and Semprons are not perceived as defective. Besides, there starts to be an issue with too many server product lines. Anyhow, IMO, not gonna happen.
Except that Eric Ross isn't a perma-bear. But don't let that stop you!
Also all PS3s will only be sold with 7 SPEs even though the core has 8. Do you think customers are going to ask for their money back because of the missing SPE ? LOL.
That's right. *ALL* PS3s will be sold with 7 SPEs. See the difference?
Bingo-- finally, someone who understands the marketing problem.
This is why AMD will not sell "X3s". Defective X2s cannot be easily identified without decoding the OPN or CPUID. But X3 = "defective", whether fair or not. So they'll sell them as X2s, instead.
I don't expect to be seeing it. Ever.
Your claims of a factor of 6 or 7 seem unreasonably high. Given that the defect density would explain a factor of about 1.2 * 2 = 2.4, you must have a heck of a lot of it coming from the other parameter.
Then I'd guess the problem is in the clustering paramter.
You're welcome to your opinion. Let me know when AMD sells a "tri-core" part.
Officially, INTC stock will outperform AMD this year by a significant margin.
Good luck. So far:
AMD: from 30.60 (Dec 30 close) to 40.89 (current) +33.6%
INTC: from 24.96 (Dec 30 close) to 19.xx (current) -20%
That's a big hole to climb out of. BTW, what's a 'significant margin', officially?
Have you 'officially' purchased AMD puts yet?
Will Intel close under $20 today, wbmw? What's your 'official prediction' ??
You can't put on a big L3 on a core as an afterthought !
No kidding, they'll be there for the fully working QC parts, too.
As to tri-cores they will be sold and my or your opinion has nothing to do with it, it's basic yield economics
I don't think the market will want tri-cores. It's a question of marketing, and I predict they will sell QC and DC, and not sell "TC" parts, but sell them as DC.
And Fred *was* the *CTO*, not sales or marketing.
I think we've disagreed about this in the past, but I don't see any "tri-cores" being sold. Sounds defective, not a power of 2, etc.
Any that don't work can be sold as DC parts with big L3, or something.
And don't forget that in addition to the lack of a second memory controller, the high TDP for the server socket (1207/F) is 140W, not 125W, so there's even more room. I also strongly suspect that the part from that paper was not an SiGe part...so there's even more upside once that is added.
Did you buy those AMD puts yet? LOL.
Intel looks like it's heading for the teens. Losing more share to AMD, building up its inventories in the channel... seems like they may have completely Osbourned themselves with all their big talk about their September/October product line. Whoops!
Why would you use 200mm wafers? Fab36 90nm and 65nm runs on 300mm wafers.
And what makes you think an online "yield calculator" accurately reflects AMD's (or Intel's) yields as you vary the parameters?
THG has been taken over by Omid, who, as jpflynn pointed out on SI, has been extremely anti-AMD in the past.
But AMD is sold out for Q1 already, so...
It makes great business sense to offer a super-expensive line of QC parts as early as possible. Every quarter of sales, while Intel has no offering, is worth $$$ and prestige and PR. Look what happened with DC Opteron, for instance.
Large volumes aren't needed. These should be $2000-$3000 parts in 2006.
Alan, your power data is all stale. AMD can produce 2.4GHz 68W DDR1 DC parts right now. DDR2 Rev F lowers the power, and the IMC is not duplicated. They'll be able to do 2.4GHz QC part on 90nm easy, with 2.6GHz probable in 140W.
Ah, so now your claims have to be wrong "in a profound way". I guess that fits with your "official recommendation" policy a.k.a. your no-money-where-your-mouth-is trading advice.
I think AMD is prime for shorting,
Wait! Is this an "official recommendation" from you? Have you actually bought AMD puts? Which ones? At what strike? When?
Or is this just more worthless "talk"?
Uh, the Rev E x85s going to be available at retail in all flavors in the first week of March.
Besides SiGe, you appear to be completely ignoring the fact that *Rev F* itself is going to lower power. You'll need to reconsider your 90nm "mainstream" frequency targets.
No, they aren't.
Sorry, but the x85 Opteron non-SE series is shipping now. Same 95W TDP, with 2.6GHz DC goodness.
Why not be specific for a change,
I've told you repeatedly that AMD's SiGe performance comments indicate 3GHz DC mainstream parts should be doable at 90nm.
I have not yet been proven wrong with my QC assumptions.
It was a pile of nonsense.
What? AMD flubbed its new design?
No.
It will be late to
market to fix it?
No, still H1.
Looks like the mounting pressure to not fall too far
behind NGA performance is starting to get to AMD.
Is vaporware all the INTC guys have to talk about at this point?
That wasn't "reasoning". It was a big helping of the same stuff you left on the thread concerning AMD QC power.
I think most people were expecting AMD to increase IPC by 10% or more with the bandwidth from DDR2.
LOL.
and I don't expect more than a new speed grade from SiGe (2.6GHz dual core for mainstream and 2.8GHz "special edition").
Boy are your expectations in for (another) rude awakening. For one thing, mainstream 2.6GHz DC parts are already here.
So, you were expecting significant performance improvements in the desktop parts *beyond* the memory controller and change to DDR2 and *beyond* the additional frequency steps that Rev F and SiGe will help provide?
Why, exactly?
Here's a funny example of one of his recent postings:
http://www.investorshub.com/boards/read_msg.asp?message_id=9182590
Posted by: imho
In reply to: The Duke of URL who wrote msg# 23830
Date:1/9/2006 3:10:38 PM
Post #of 25145
Duke of URL,
Dell Changes Tune On AMD
This is a great litmus test of when to go bearish on AMD. In the past this type of rumor would send AMD up significantly. I am noticing today that this is being discounted. This maybe an indicator that the AMD rally is running out of steam. Certainly earnings are around the corner and may change things, but I think the reaction this time will be to sell on any positive earnings news. Something to consider?
IMHO
----------------
Hilarious!
But one thing's for sure
For sure? Given that they used a problematic, bugged sample? That's some odd reasoning. Maybe the same kind that led you to invest in INTC instead of AMD over the past year or two?
I know that the majority of what comes out of AMD's mouth is pure BS.
You obviously meant to write "INTC's mouth" there. (Look at Bryant's comments over the past few quarters, for a small example.)
And the relative stock performance reflects this fact nicely.
What a joker. Mere days before we'll see previews with the new samples, they throw up something using a mid-December sample. Some scoop there.