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I was going to wait until January, but I'm very tempted to buy sooner. I have my sabbatical coming up in September and I might buy one before then so I have time to set it up and play WOW on my new system. hmmmm.... things to ponder.
Snow
The AMDroids and AMD Execs are role model Addicts. Their denial is obvious to everyone but themselves. It's amazing.
Snow
Last year ATI made $17m on sales of $2.2B and its 27.6% GM
was about half of what AMD has seen recently.
True, but you know AMD's going to add the $2.2B to their top line and tout it as 30-50% YoY growth eventhough we know they didn't grow their core business. It will be typical AMD BS.
Snow
FYI - A Rackable Exec, I'm not sure if was the CEO, was one of the guest speakers at Intel's Core 2 Duo launch yesterday.
Snow
mmoy,
That's funny, I had the exact same configuration. I think we're not alone. The E6600 is going to be a volume mover.
Snow
eXcellent clarication VBG. You're still my hero Alan81. By the way, it's been six years now that I've been reading your posts. Started on the Fool and now here. Always learning lots from you.
Snow
Those ship dates are pretty far out :( I wonder if it has anything to do with the Nvidia dual SLI and quad SLI parts.
Snow
Four years Alan. I was really surprised at such an aggressive depreciation schedule.
Snow
LMAO.. Thanks for the laugh, an excellent way to end the day.
Snow
Intel Investors - Keep advancing and do not take a hold the line mentality. The AMDroids posting on this board are focusing on two items: the ATI merger and the lawsuit. Don't loose focus and waste your time with their distractions.
Here's the reality, Conroe and Merom launch tommorrow. This is just in time for back to school sales and eventually Christmas sales. The second half of this year will help turn the financials around. Next year we should see an uptick in demand due to the Vista launch and by then Conroe and Merom will be in full swing.
Additionally, Intel is taking some pretty extreme measures to reduce costs and become more efficient. The fruits of these measures will become more and more evident by Q4 of this year and Q1 of next year.
Last but not least, Intel is not sitting around idle. The engineers are working on multi-core technologies, new process technologies (45nm and 30nm), and the company is focused. I have confidence in Intel and I've put my money where my mouth is.
Snow
smooth,
A couple of points worth mentioning:
1. The CMW launch has been touted for three months now and will hit full force tomorrow with the Conroe and Merom launch. On the other hand, it's only been three days since the ATI announcement. I think it's a little too early for you to be saying "AMD is getting and keeping the limelight now." I guess we'll see whether or not AMD will be able to hold the lime light tommorrow and next week. I'm actually quite surprised by how confident you are about the ATI announcement. There are still a lot of unkown risks and you seem to be narrowly focused on the possible benefits.
2. Partnering is much different than merging. With a parntership you don't have to worry about combined financials, work force, policies, procedures, culture, etc. This is AMD's largest merger and I'm sure there will be growing pains.
Snow
Paper Launch! ;)
Snow
Enjoy it while it lasts. This is as good as it gets for you for the next 18 months.
Snow
CombJelly,
You still haven't answered Tenchu's question. How is it a Straw Man? Just in case you're wondering, here's the definition.
http://en.wikipedia.org/wiki/Straw_man
Snow
I don't know much about MPU design or architicture, but do you think AMD is aquiring ATI for GPU expertise to do a "Cell like" NGMA?
Snow
Here's another side affect of AMD's actions. AMD has and is heavily reliant upon parnters (i.e. IBM, Nvdia, Charter, etc) to compete with Intel. It's bascially their virtual Gorilla strategy. What message does this send to AMD partners? One day Nvdia is the bride, the next it's ATI? So much for partnership.
Snow
"We don't know what (third quarter) seasonality is going to be, but whatever the seasonality ... we expect to do better than that,"
Now we know where Mas gets his inspiration. No matter how the season turns out, Hector is going to be right. Why? Because he doesn't have to be held to a baseline. I think the analysts should read between the lines: Hector doesn't have a clue and is trying to cover his ass.
Snow
OK Mas! You're right, no matter what. We get it, you could never be wrong about anything. Now move on and quit shooting the dead horse. Some people are tired of hearing the same old, same old from you.
Snow
Anyone notice the cheezy AMD marketing at the top of this board? "The Truth Starts Here" LOL.
Snow
Some good points in this post.
http://www.investorshub.com/boards/read_msg.asp?message_id=12099057
Indeed, besides the potential improvement in the stock market perception, this is likely why Dell picked up AMD. There are people who will only buy AMD, so why should Dell miss out on those sales?
Snow
Peter,
You are mis-infomed. The T2400 has been available since the Yonah launch.
http://www.dell.com/content/products/productdetails.aspx/xpsnb_m1210?c=us&cs=19&l=en&s=d...
Snow
Tenchu,
Pete can deny the facts all he wants but AMD and others aren't. AMD knows they're in trouble. No Intel panic here.
http://www.investorshub.com/boards/read_msg.asp?message_id=12083032
http://www.investorshub.com/boards/read_msg.asp?message_id=12039603
Snow
Good post Zetopan! I understand your point and it makes perfect sense. By the way, thanks for the history lesson, I love learning something new everyday.
Snow
Pete,
WBMW provided links to a number of posts you made that have been proven completely wrong and this is your response? Can you respond to your previous posts that were wrong or can I expect nothing?
Snow
I was close.
http://www.investorshub.com/boards/read_msg.asp?message_id=12039603
I don't know what AMD is thinking when pricing the FX62 and 5000+, they're just not competitive enough at those price points. They must be relying on the faithful droids to buy no matter what.
Snow
Pete,
You're missing one major historical fact in your position: AMD had very little presence in the server market and had to prove themselves with the Opteron. Intel is not in the same situation and customers will buy Intel without hesitation.
Snow
Only K8L and that won't be in any serious volumes for another 12 to 18 months. But don't worry, Intel won't be standing still for the next 12 to 18 months either.
Snow
It's a conspiracy I tell you! A conspiracy! (Picture Mas rolling around on the floor and foaming at the mouth)
http://www.anandtech.com/cpuchipsets/showdoc.aspx?i=2795
http://www.tomshardware.com/2006/07/14/core2_duo_knocks_out_athlon_64/
http://www.informationweek.com/news/showArticle.jhtml?articleID=190400181
http://reviews.cnet.com/Intel_Core_2_Duo_E6700/4505-3086_7-31973836-2.html?tag=nav
http://www.pcworld.com/reviews/article/0,aid,126342,00.asp
http://www.reghardware.co.uk/2006/07/14/intel_core2_duo/
http://www.pcmag.com/article2/0,1895,1989018,00.asp
http://www.gdhardware.com/hardware/cpus/intel/conroe/X6800_E6700/001.htm
http://www.legitreviews.com/
http://www.gamespot.com/features/6153900/p-3.html
http://enthusiast.hardocp.com/article.html?art=MTExMCwsLGhlbnRodXNpYXN0
http://www.hothardware.com/default.aspx
http://www.theinquirer.net/default.aspx?article=33024
http://www.sharkyextreme.com/hardware/cpu/article.php/3261_3620036__12
http://www.techreport.com/onearticle.x/10351
Poor fella, he'll be crying himself to sleep on that big fat pillow of his tonight!
Snow
I bet AMD will be sending a similar announcement to their managers in Q4 too. Why? Because AMD management became arrogant and complacent and let Intel solidly take the price/performance and performance/watt crown from AMD. AMD will be bleeding red ink by Q1'07. You better hurry and read this post before mas removes it from the board.
Snow
Excellent article. Using the benchmark and pricing data, I built a price chart that I think AMD would need to implement to compete with Intel. It's not a pretty picture for AMD.
CPU CurrentPrice CompetePrice PriceDrop
C2E X6800 $999 $999 $0
C2D E6700 $530 $530 $0
C2D E6600 $316 $316 $0
Athlon FX62 $1,000 $300 $700
A64X2 5000+ $403 $250 $153
C2D E6400 $224 $224 $0
A64X2 4600+ $301 $200 $101
C2D E6300 $183 $183 $0
A64X2 4200+ $240 $175 $65
A64X2 3800+ $169 $169 $0
PDP 945 $163 $163 $0
LMAO, that was hillarious! Thanks for the laugh.
Snow
Anyone visit the AMD board lately? AMD's future is so "bright" that they're talking about flash lights and LED's now.
Snow
VBG,
I don't think AMD plans or can afford to drive QC into any volumes in the desktop market. They may use a QC for an FX SKU but they still won't be able to pull up their DC SKUs from mainstream price points.
Snow
VBG,
Agreed, but I think the general picture is still accurate. Basically, AMD's highest end products move to mainstream.
Snow
My predictions on the affect Core 2 will have on the desktop market. I used the recent C2E6700 vs FX62 benchmarks to determine the relative performance. I also assumed Intel will be able to get higher C2E frequencies because I've seen some of the air cooled overclock results that show how easy it is to get C2E upto 3.2GHz. Hopefully you can understand this.
Aug 06 Q406 Q107 Q207 Q307
Performance2 C2X6800 C2X6900 C2X6900 C2X6900 C2X7000
Performance1 C2E6700 C2E6800 C2E6800 C2E6800 C2E6900
Mainstream3 C2E6600 C2E6700 C2E6700 C2E6700 C2E6800
FX62 FX62/64 FX64 FX64 FX64/66
Mainstream 2 C2E6400 C2E6600 C2E6600 C2E6600 C2E6700
A645200 A645200 A645600 A645600 A645600
A645400 A645400
Mainstream 1 C2E6300 C2E6400 C2E6400 C2E6400 C2E6600
A645000 A645000 A645200 A645200 A645400
PDP PDP A645000 A645000 A645200
Mainstream 0 PDP C2E6300 C2E6300 C2E6300 C2E6400
A644600 A644600 A644600 A644600 A645000
A644200 A644200 A646400
ROFL, nice selective editing. Now read the entire article and the numerous other independent reviews. You're looking for a silver lining and there isn't one.
Snow
Yeah, I really feel sorry for the tech journalists when they write artcicles like this because you know there are thousands of mindless AMD zealots, like mas, flaming them right now.
Snow
Goodwill was alway the stumbling block for me in my Accounting classes. Anyway, I believe most of the value recognized in Intel's goodwill comes from their brand name.
Snow
Because Intel won't hold a position of superiority for long
I'm guessing you're referring to K8L, correct?
Snow
Agreed. Considering the strength of Intel's current and future Core Duo offerings, the real looser here is Dell. AMD will win by selling some laptops through Dell that would've otherwise been Intel laptops and Intel will simply offset their lost sales to Dell by reallocating to other customers. It's rumored that after Dell announced it would sell AMD based servers that Mark Hurd called Paul Otellini and said "We look forward to doing more business with you."
Snow