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Spansion, Elpida Team on Wireless Memory Subsystem
Perhaps not as tightly on-topic re: AMD as before, but still salient.
Online staff -- Electronic News, 1/19/2006
Spansion will collaborate with DRAM supplier Elpida to create a complete memory subsystem for the wireless market.
The subsystem will incorporate MirrorBit NOR and ORNAND memory from the AMD/Fujitsu spin-off together with Elpida’s Mobile RAM, the companies said in a statement issued Thursday.
By combining these types of memory into a single subsystem, the companies will enable handset makers to design smaller cell phones with richer multimedia features.
Terms of the agreement between the companies were not disclosed.
"Spansion shares a common goal to deliver high-performance memory solutions to address the growing demands for more multimedia functionality in handsets with Elpida," said Bertrand Cambou, president and CEO of Spansion, in a statement . "By partnering with Elpida, a leading supplier of DRAMs for mobile applications, Spansion can offer a complete memory solution to meet our customers' requirements to deliver more features in smaller form factors.".....
http://www.reed-electronics.com/electronicnews/article/CA6300704.html?industryid=22113
Henri Richard interview with Rahul Sood
http://www.dailytech.com/article.aspx?newsid=295
Nothing much new, but shows the mindset of the folks at AMD.
chipguy - Yeah, Bitboys talked a lot about that. They went far.
Not.
CJ - Sounds like it might be aimed at quad-core.
And a fun note for one of us here!
See if you can figure out who...
"I think that it is actually quite funny to hear all of these analysts
talk about how Intel will rule the roost after Conroe and the gang come
to market. I just shake my head and think, "Yes, Conroe is going to be
a big stup up from Pentium M and a huge step up from Pentium 4, but many
many changes need to take place after the launch to prepare the industry
and partners for the new chips."
Especially on the server and notebook side, where product cycles are a
lot longer than that of the desktop (haha, of course I am preaching to
the choir on this one). Also, looking at a low level design approach,
yes it will be a 4 issue core... but that does not exactly make it 25%
faster off the bat than the Athlon 64 which is a three issue micro-op
core. As Paul Demone once said, "Da, three issue core is strong like
tractor!" There are many more things about an overall processor core
that will make or break it. I think it will be a great performer, but
there are still some bad things about it... like the FSB. The inability
to do synchrounous read/writes to main memory, as well as relying on a
memory controller that runs at chipset speed vs. processor speed is
another nasty bit of engineering."
Keith - ?? I got the page I expected. Anyhow, here's the text:
Nasdaq Error Results in Incorrect Quotes
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By MICHAEL J. MARTINEZ
AP Business Writer
January 19, 2006, 1:19 PM EST
NEW YORK -- Computer problems at the Nasdaq Stock Market led to erroneous stock quotes on a number of major online financial news sites and brokerages Thursday, potentially leading individual investors around the world to believe that a stock was up when it was really down, or vice versa.
The errors that occurred Wednesday also prevented approximately 81,000 trades from being reported in the last minutes of the session, possibly leading to investors, both institutional and individual, from receiving the best listed price for their transactions.
The stocks affected are all listed on the New York Stock Exchange, but were traded electronically on the Nasdaq's computer platform. Nasdaq is responsible for reporting those trades to a consolidated listing service so investors can see the latest price for a given stock, whether it was traded on the floor of the NYSE or through Nasdaq's computers.
Due to the computer errors, however, individual investors using popular financial sites like MSN Money or Yahoo Finance were seeing inaccurate price swings Thursday. Customers of online brokerages E-Trade and Charles Schwab also saw erroneous stock quotes from their homepages, though it was unclear whether logged-in customers were receiving the same errors.
A Nasdaq spokeswoman had no immediate comment on the errors beyond a statement issued by Nasdaq Operations late Wednesday.
NYSE-listed companies, however, were calling the NYSE Thursday, asking why their quotes were wrong. At least a dozen listed companies called the exchange to complain, according to spokesman Rich Adamonis.
"There were no technical problems at the New York Stock Exchange," Adamonis said. "We're monitoring the incident."
The Nasdaq said a computer glitch occurred at approximately 5:50 p.m. Eastern time Wednesday, when a number of transactions involving NYSE-listed stocks that had been made at 9:50 a.m. were reposted to the consolidated tape. That resulted in erroneous closing prices for a number of NYSE-listed stocks being reported, according to a notice issued by Nasdaq Operations late Wednesday.
It was not immediately known how many NYSE-listed stocks were affected by the computer errors. The Nasdaq's operations notice said 650 transactions were retransmitted, but The Associated Press' computer systems rejected 16,127 transactions that were retransmitted at that time. The rejected transactions involve 1,487 NYSE-listed stocks, including all 28 NYSE stocks in the Dow Jones industrial average.
The NYSE said it did not know how many listed companies were affected by the glitch.
A number of Web sites viewed by the AP Thursday -- including MSN Money, Yahoo! Finance and BigCharts.com, along with online brokers Charles Schwab and E-Trade -- showed erroneous price changes for a handful of NYSE stocks. Stock quote services on both NYSE.com and Nasdaq.com also posted incorrect price changes.
AMR Corp., for example, actually closed at $20.39 on Wednesday, but the retransmitted trades from earlier in the session had AMR closing at $18.79. In midmorning trading on Thursday, AMR was actually down 16 cents at $20.23, yet other sites listed that quote as being up $1.44 to $20.23.
Last price mess due to NASDAQ screwup.
http://www.newsday.com/business/ats-ap_business11jan19,0,688815.story?coll=ny-business-leadheadlines
Nice start to the day, at least!
highlandpk - Very interesting! It would be great if AMD could eliminate the cache size advantage that Intel has now.
ChrisC_R - If you're using Firefox, you should be able to right-click on it and select "block images from...."
Paul
cd - Yes, but just like Bill and the word "yes"(or was it "is"?), it depends on what the word "profitability" means. ;)
Grimes - That would be how AMD shareholders felt.
Don't think that's likely with Hector.
wbmw - LOL!
chipguy - That's your interpretation. But it doesn't make sense in the context of reality.
chipguy - Better read the interview again.
"core groups of 10 to 20 people" doesn't necessarily mean 10-20 people per core architecture, but probably means per core "module" or "function", or whatever you want to call it, of the processor.
AMD Socket M2 CPUs In April
Original source - HKEPC
http://www.vr-zone.com/?i=3119
http://www.hkepc.com/bbs/viewthread.php?tid=538677&extra=page%3D1
Keith - Is Soitec the sole source?
mmoy - I think it's more trying to establish a reputation after their initial huge problems back in the 80s/90s. Whether it works or not remains to be seen.
AMD, Intel agree to suspend NDAs so the case can continue
http://www.theinquirer.net/?article=28989
"CHIP FIRMS AMD and Intel have agreed to lift certain non disclosure agreements (NDAs) imposed on their partners so that the anti-trust case continuing won't run into the buffers.
Lawyers for both companies issued a stipulation to the Delaware district court deciding the case which suspended certain NDAs.
"AMD has served, and Intel anticipates serving, subpoenas duces tecum on computer industry customers, retailers and other third parties," said the filing..."
wbmw - The market is forward-looking, else no one would make money in it.
CJ - re: "...who sees Intel doubling its market share..."
Doubling? Kind of like the sports geniuses you see on TV talking about giving 120%, eh?
aleph0 - It does cost when they'd have to pay "full" price to both AMD and to Intel!
tecate - I doubt it. They probably just screwed up and missed the updraft, so created their own buying opportunity to catch the rest of it.
I can't say I blame them for discounting/missing a Dell rumor spike - those never cease to amaze me with their continued existence and effect on the stock!
cd- Yeah, sounds about right. I'm glad to see it pulled back up over 34, though.
sgolds - Nope. I've been there many times, my mother was a nationalized citizen from Germany; lots of relatives there and in Switzerland. Haven't been since back in '97, though. One of these days...
Paul
re: DB. Everyone's entitled to their opinion, I guess. But they'll come around.
Eventually.
Thanks, sgolds. I'm in NC, so that'll do for me.
Joe, Keith - I'd have to suspect that, with them stockpiling the cores since last September, they may have more than they figure they can sell in the time period between FX60 intro and FX62 intro. At that point, the FX60 will be in far less demand, and they wouldn't want to devalue the FX line by discounting it. So just sell them as A64 5000+s and clear them out while they can, before the M2 socket takes over substantial share.
Paul
Keith, it looks like the URL is missing "AMD" off the end of it. Maybe Yahoo is just the default stock it plugs in if none is entered.
bobs10 - re:"Anyway, tomorrow should be interesting.
"
Indeed it will!
sgolds - Where would I learn more about that?
bobs10 - re: "Besides I getting bored with this up every day stuff, yeah, right that's it."
I can live with this "boredom" continuing!! :)
Joe - Whew! And he talks about "true believers"!
Thanks, I_b, I don't have the time or knowledge to mess with any of that, so I guess I'll just hold until I'm ready to cash in totally. :)
I'm purely long, holding at least until mid-year, longer if Intel drops the ball with their NGA. Just trying to figure if there's a likelihood of AMD's classic dip after earnings, enough to make it worth selling and getting back in then. And I have to admit, this rapid rise is a little disconcerting to me, I keep expecting a shoe to drop!
Paul
What's everyone's best guess at what the stock price will do just before and after the earnings conference call? This oh-so rapid rise is making me nervous...
Keith - re: "It is obvious that three out of the four variants must be wrong.
I´m wondering who made up the rest, and why.
"
AMD - obfuscation for the sake of the "enemy" camp's confusion?
Thankee kindly, drjohn.
cd - Perhaps alan means Merom is merely a subset, not the entire deal.
alan - what does the acronym NGA stand for?