"The 939 pin 3800+ review is not 90 nm."

from cruzbay on SI

http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=20159091


"I got a bit excited this morning when L'Inq posted a link to the French x86-Secrets review of the new 939 pin A64 3800+. The Inquirer article claims that it is a 90 nanometer device. Yow! Unfortunately, as the CPU-Z shot on page two of the article makes very clear, it is still a 130 nm device. Very good news, and a week or so early, but not outstanding news.
http://www.theinquirer.net/?article=16118"

and from ixse - Rink

"A64 3800+ @ 104W TDP according to your link.
So that's where the 104W comes from that we talked about a week ago. We thought it was related to 90nm, but this suggests it's related to new dual channel A64's at the same old 130nm. Hope the new Opteron's don't have a changed thermal spec...

The benchmarks also show a doubling the channel does about make up for the one step lower frequency but absolutely not more than that (still it has a higher model number, e.g. 3500+ compared to 3400+ which is not validated by secret.com)."

Athlon 64 3800+ with 939 pins reviewed
Leaks a week early, zut alors!

http://www.theinquirer.net/?article=16118

refers to this article in French

http://www.x86-secret.com/

DATA BOOK for AMD GEODE NX PROCESSORS

http://www.amd.com/files/connectivitysolutions/geode/geode_nx/31177a_geodenxprocessorsdatabook.pdf


thanks to the onewhoknows

paul; Well done! You seem to have got hold of AMD's entire slide show presentation on 90 nm and beyond.

Chelsio Shows Fasters 10GE Adapter Card

Chelsio Communications, a start-up based in Sunnyvale, California, announced it has broken through the 10 microsecond (µs) latency barrier for 10-Gigabit Ethernet -- a new record, according to the company. Chelsio has developed a TCP (Transport Control Protocol) offload engine (TOE) in silicon, significantly raising the performance and latency bar for 10G Ethernet adapters. Chelsio is also the first to deliver 10G iSCSI in silicon.

Chelsio is demonstrating its host bus adapter this week at the Grid Today 2004 conference in Philadelphia. In the demo, Chelsio’s solution will be shown transmitting standard 1500-Byte Ethernet frames in a peer-to-peer configuration at 7.9Gb throughput with less than 10 microseconds latency from user space to user space and 50% CPU utilization with a 2.2GHz Opteron-based server. The line-rate performance of the adapter stays consistent with equal and stable bandwidth per TCP connection, whether there is one or 10,000 connections. Chelsio said the best performance other 10GE adapters on the market can claim in transferring standard Ethernet frames is only 3 to 4Gbps, with higher latency and more than 100% CPU utilization.
http://www.chelsio.com


Chelsio is headed by Kianoosh Naghshineh, who previously was CEO and president of ASIC Designers, Inc., an intellectual property firm providing silicon cores for communications-systems markets. Prior to that, Kianoosh was one of the primary architects of the Origin supercomputer at Silicon Graphics.

Chelsio's investors include Sequoia Capital, New Enterprise Associates (NEA), Global Catalyst Partners, Pacesetter Capital Group and Horizon Ventures.


http://www.convergedigest.com/Silicon/siliconarticle.asp?ID=11206

Socket 754 Chipset Shootout
By Johan De Gelas
Monday, May 24, 2004 1:36 AM EDT Purchase the PDF


NVIDIA nForce 3 250Gb Versus VIA K8T800
Many of our readers are eagerly awaiting the new Socket 939 motherboards, due to begin appearing in a few days. When MSI offered us a chance to review the K8N Neo, we could still not resist, as Socket 754 may well become the choice of many budget-minded readers. A second reason might be the fact that Socket 754 Athlon 64s ship with 1 MB of L2-cache and will be rated slightly lower (and thus cheaper) than their Socket 939 brothers with 512 KB L2-cache. This makes Socket 754 interesting if your favorite application is a cache friendly one............



http://www.aceshardware.com/read.jsp?id=65000298

Galileo is less famous than the Inquirer's Mike MaGeek



http://www.theinquirer.net/?article=16093

Earnings spreadsheet for Q2,Q3,Q4 2004. I posted a link to m_a_x spreadsheet here.

http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=20155130

The thread continues on SI with m_a_x defending his projections. Here is another post:

"I know my projections can sound optimistic, but the volumes and ASP I predict keep AMD at its current market share. I think AMD has a very good hand, and not being so aggressive on A64 volumes (even my "optimistic" 1M for Q2 is not exactly an aggressive ramp) makes Intel less likely to price war. So, while market share remains stable, AMD gently shifts from K7 to K8 without attacking prices. What does this means for Intel, a few 10's of millions less in a growing market. I know I'm very near to revenue cross-over and management said Q3, but I have good reasons to think they set the floor, like they did for guidances over last 3 Qs. What is 100M less revenue QoQ for Intel? Its everything for AMD. In this case were Intel is in retreat mode, all they want is maintain market share. They just CAN'T price war on the high-end. In fact I think Intel would be very happy with my volume predictions, expect the Opteron part, but Opteron has enough brute force to make inroads in the market. My Q3 and Q4 numbers are dependent of 90nm and s939 success. ASP will be as high as Intel wants them to be, AMD will follow. What is the limit ASP/market share balance point at Intel?

They expected Alderwood and DDR-2 would save their buth but OEM won't want them at 2.5 times DDR400 prices. Anyway, I'm pretty much sure s939 will handle DDR500+ easily and such memory would still be far cheaper than DDR-2

I don't see anything Intel can do to stop AMD until mid-2005. Wheter they let them do money, wheter they loose loads of profits.

I don't feel any hope in my projections, I just come to that by analysis. I could be wrong, but if I'm right on factors, I think my expectation will material."

http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=20158603

NAND Flash price slump and price wars
http://www.nytimes.com/reuters/technology/tech-tech-chips.html

EDIT: Any spillover effect on AMD in NOR or AMD's plans to take some NAND market with Mirrobit?


__________________________________________________
Flash Memory Prices Slump as Market Showdown Looms
By REUTERS

Published: May 24, 2004


Filed at 1:46 a.m. ET

SEOUL/SAN FRANCISCO (Reuters) - Two companies that dominate the lucrative market for memory chips used in digital cameras and music players are slashing prices to stoke demand and undermine emerging rivals, industry officials and analysts said.

The move by Samsung Electronics Co Ltd and Toshiba Corp is a bonanza for consumers snapping up flash memory devices in increasing numbers and sets the stage for a fierce battle in the most profitable part of the memory industry.



South Korea's Samsung said the cuts, which have more than halved prices for some flash chips since October, are a long planned effort to grow the market.

But industry experts said Samsung and Japan's Toshiba are taking a pre-emptive strike against companies including Infineon Technologies AG, Hynix Semiconductor Inc and Micron Technology Inc that are trying to break the virtual duopoly.

``We are beginning to see the oligopoly between Toshiba and Samsung hang on to the last stages of its life, and I'm sure they will want to maximize it while they can,' Eric Stang, the chief executive of Lexar Media Inc, told a conference last week.

Flash chips do not need power to retain their data, unlike memory chips in computers, and so are ideal for removable storage like the memory cards made by Lexar. The market has boomed along with sales of digital cameras and keychain-size USB drives for transferring data between computers.

Samsung and Toshiba together control about 90 percent of the $4.7 billion market for a type of flash known as NAND and analysts expect sales to grow to $16 billion by 2007.

DARE TO FOLLOW

Although new technologies typically become cheaper as increasing sales maximize production efficiencies, analysts said the particularly sharp drop in flash prices is partly a strategic move by Samsung and Toshiba to protect their business.

``A price decline at this point makes it very difficult for new entrants to compete in the market,' said Satoru Oyama, senior analyst at Lehman Brothers in Tokyo. ``This is their (Samsung and Toshiba's) way of telling newcomers 'follow me (in price cuts) if you can.'

The average price of 512-megabit flash chips has tumbled to $9 from a $21.50 peak in October, according to www.dramexchange.com. For consumers, that has resulted in bargains such as a 512-megabyte SanDisk memory card reduced to $97.99 from $221.41 at www.buy.com.

There is no suggestion that Samsung and Toshiba are acting in concert or otherwise behaving illegally.

``We have strategically lowered the price to nurture and grow the market,' Chu Woosik, a senior vice president of Samsung Electronics, told Reuters.

Toshiba was more circumspect. ``It goes against market principle that suppliers alone set prices,' a spokesman said. ``Any price is decided by the supply/demand balance.'

That balance is tilting heavily toward further price falls as new entrants ramp up production. Germany's Infineon, Hynix of South Korea and Paris-listed STMicroelectronics have recently started flash production, while U.S.-based Micron intends to enter the market in the third quarter.

``Because the market has been in undersupply, it has certainly attracted new entrants,' said Joseph Unsworth, an analyst at Gartner. He expected flash chip prices to fall by about 32 percent in 2004 and 42 percent in 2005.

Even with those discounts, flash makers are expected to rake in profits. Citigroup forecast Samsung would double its operating profit from its flash business to 2.2 trillion won ($1.9 billion) in 2004 from 1.0 trillion in 2003.

``There is still plenty of margin left,' said Betsy Van Hees of memory analyst iSuppli. ``If you go back and you look at Samsung's earnings announcement, their margins were like 70 percent. So they're making a lot of money.'

_____________________________________________________

AMD Introduces Industry’s First Embedded X86 Performance-Power Rating System

- Simplified rating system extends commitment to the x86 embedded processor market –

EDIT: This link replaces the broken one in previous posting.

http://www.amd.com/us-en/Corporate/VirtualPressRoom/0,,51_104_543~85504,00.html

COMPUTEX TAIPEI LARGER THAN EVER

The 2004 Taipei International Computer Show (COMPUTEX TAIPEI 2004) will kick off on June 1 at the Taipei World Trade Center (TWTC) and run through June 5. As one of the world's largest venues for the information technology (IT) industry, this event will bring together a host of big name corporate giants, as well as hundreds of companies from the IT industry around the world.
Now entering its 24th year, COMPUTEX TAIPEI continues to consolidate its success with spectacular growth in size and scope. This year, it will occupy a record gross area of 58,730 square meters and host a record 1,329 exhibitors, up 7.1 percent and 13.3 percent from last year, respectively.

The Taiwan External Trade Development Council (TAITRA), which hosts the event for the first after it was renamed from the CETRA (China External Trade Development Council), estimates some 25,000 foreign buyers will descend on Taipei for this event, in addition to over 80,000 visitors.

"COMPUTEX TAIPEI is the only exhibition that allows easy single-day access to major technological powerhouses such as Acer, Asustek, BenQ, ViewSonic, Giga-byte, Mitac, Intel and AMD," said the TAITRA. Buyers in search of the latest and greatest in hi-tech, from boards, components, software, to digital cameras, tablet PCs, flat panel displays and wireless LAN, will find everything they need, and then some.

As another major organizer of the event, the Taipei Computer Association (TCA) said COMPUTEX TAIPEI has become the product-launching center for global IT suppliers and the critical bridge between East and West.......................


http://www.chinapost.com.tw/business/detail.asp?ID=49065&GRP=E

90 nm chip or green cheese?

This is what the Inquire claims is an audience snap of a slide presentation in Dresden last week of the AMD 90 nm chip.

Gateway Touts Low-Cost Mantra at Meeting

Fri May 21, 7:53 AM ET Add Business - AP to My Yahoo!


By ELLIOT SPAGAT, AP Business Writer

IRVINE, Calif. - Wayne Inouye, Gateway's new chief executive, on Thursday dismissed skeptics who say the personal computer and electronics company has shrunk to the point of irrelevancy.
.......Gateway plans to overhaul its product line in August, focusing on the hottest-selling models, some built-to-order work and video gaming. Gateway's desktop PCs will start at around $700, while eMachines' desktops will sell for less. Some products will be discontinued.

___


http://story.news.yahoo.com/news?tmpl=story&cid=509&e=15&u=/ap/gateway_shareholders

AUSTIN, Texas--(BUSINESS WIRE)--May 24, 2004--AMD (NYSE:AMD) today announced a new Performance-Power Rating (PPR) to emphasize the importance of the balance between performance and power for the embedded x86 processor market. AMD is the first company to introduce a performance-power rating for design engineers to better evaluate an x86 embedded processor, and expects this solution to accelerate the embedded x86 processor evaluation process. Using the PPR, AMD has developed a new model number system for AMD Geode(TM) Solutions.

AMD is showing leadership in the embedded market with the introduction of this PPR initiative and its continuing efforts to deliver a full line of x86 products to market. The first metric of its kind for the industry reflects AMD's continued commitment to designers, helping them accelerate the evaluation process by providing an accurate measure for system performance, combined with a simple power metric. The PPR benchmark suite was developed and validated by Synchromesh Computing, a sister company to ECL Labs, located in Austin, Texas.

"For our customers, the design engineers, AMD's new Performance-Power Rating is designed to communicate the total performance package of the AMD Geode Solutions," said Iain Morris, group vice president, AMD Personal Connectivity Solutions Group. "This new performance metric, along with the release of the newest AMD Geode Solutions, demonstrates AMD's commitment to the embedded market and provides a tool for designers to assess power and performance.

The Performance-Power Rating

With the new Performance-Power Rating, AMD is setting out to assist customers to understand the benefits of power consumption in the embedded market. The PPR drives a new, more accurate measure of embedded processor performance for standard applications.

"The ability to offer a balance of significantly lower power consumption along with high performance processing will continue to be the main selection criteria issue for system designers in the embedded market," said Sean Lavey, program manager for market research firm IDC. "We expect the PPR benchmark will be one of the notable ways that AMD Geode showcases their new and improved AMD Geode processor offerings against embedded solutions already in the market."


http://home.businesswireDOTcom/portal/site/google/index.jsp?ndmViewId=news_view&newsId=200405230...

Spansion claims to speed 110-nm flash transition
By Peter Clarke

Silicon Strategies
May 18, 2004

EDIT: I believe this news was announced about three weeks ago and discussed on here then, but this article is dated 23rd May and refers to a statement of 18th May so perhaps it is something different or just a reiteration. Thanks to skeptically.


LONDON — Spansion, the joint venture between Advanced Micro Devices Inc. and Fujitsu Ltd., said Tuesday (May 18) that it has accelerated its transition to 110-nm manufacturing process technology in response to customer demand for low-priced components.

The transition had been previously characterized as a near-complete move to 110-nm manufacturing at Fab 25 (Austin, Texas) by mid-year, with 110-nm technology being introduced at the JV3 fab in Aizu-Wakamatsu in the second half of 2004.

No updated timetable was given for the transition to 110-nm process, but the partners said 110-nm floating-gate process technology accounts for more than 50 percent of Spansion's Fab 25 production. That indicates that Spansion has just over a month to convert the remaining production to 110-nm or miss the previous transition timetable.


Spansion said it had started volume production of S29WS-J and S29NS-J flash memories using a 110-nm manufacturing process. The devices come in 64-Mbit and 128-Mbit capacities.

"To match our customers' urgency, we qualified the 110-nm floating-gate technology and ramped three distinct product families — our complete wireless-optimized portfolio — in less than six months," said Amir Mashkoori, group vice president and general manager of Spansion's wireless business unit.




http://www.commsdesign.com/news/product_news/showArticle.jhtml?articleID=20301449

HellraiserDK: I agree it is good news. For information on availability - or non- availability in this case - you might want to look at


http://www.investorshub.com/boards/read_msg.asp?message_id=3145169

HellraiserDK: That link was posted on here on 22nd and commented on in at least four other posts.


http://www.investorshub.com/boards/read_msg.asp?message_id=3144051

Paul - apologies for using the wrong name.

DARBES: But, none in stock.


So it seems - http://www.investorshub.com/boards/read_msg.asp?message_id=3145169

joeflynn: Thanks Joe - that is great photo. In reply to your other post I have often tried to see the AMD logo on their caps but never succeeded. They are always jumping about and squirting champagne. Still wish it was another driver than Schumacher. I remember how he cheated Damon Hill of the championship in the last race of the season and how he tried to do the same to Villeneuve - as well as all the other occasions he cheated in races.

Reseller Mike: Thanks for the list. Can you or anyone else who reads this explain what "highly constrained" means. On the surface it seems to mean that production is restricted (constrained) despite strong (highly) demand.

This brings us back to the old question of why production of the 64s is constrained. If we accept the company's statement that it is not a technical limitation in the manufacturing process, then we are left with Hector's supply-knob analogy. The constraint appears to be to engineered to allow the Opterons much of the manufacturing resources and, in general, to raise ASPs.

AMD in top 2 notebooks in UK (and 5th and 8th) - 4 out of top 10

http://www.shopgenie.co.uk/UK_hardware/gen/140150.html

1. Acer Aspire 1502LMI - A64 3200+
2. Acer Ferrari 3000 - XP 2500+
3. Acer TravelMate 291LCi - 15" - Centrino 1.4 GHz
4. Fujitsu Amilo V1000 - Celeron 2.4GHz
5. Acer Aspire 1501LMI - A64 3000+
6. Acer Aspire 2012WLMi - P4-M 1,5 GHz
7. Sony VAIO Z1XSP - Centrino 1.7 GHz
8. Acer Aspire 1355LC - XP 2600+
9. Acer Aspire 1714SMI - P4 3,2 GHz
10. Apple PowerBook - 12" - G4 1 Ghz

based on (but corrected) a post by amdboard who also includes this new international AMD price finder ink

http://www.amdboard.com/world_price_finders.html

kpf: It's a pleasure! I think it does fit. He is saying that the same mentality that causes people to buy bigger SUVs will apply to computers. "Bigger is better!" (Actually he might have been more exact - 64 rather than 32 does not mean that it is "bigger" but "twice as much").

Athlon 64 3500+, 3700+, and 3800+ For Sale!!!

http://www.amdzone.com/modules.php?op=modload&name=News&file=article&sid=555

BARRONS reports the Goldman Sachs upgrade in "Research Notes"



MONDAY, MAY 24, 2004

Advanced Micro Devices (AMD-NYSE)
by Goldman Sachs (13.87, May 17)

We have upgraded to Outperform on upside to consensus estimates in the second quarter and second half of 2004. We are leaving our 2004 EPS estimate at 65 cents (consensus 60 cents), and raising 2005 to 99 cents....We believe the upside to consensus for AMD in 2004 and 2005 will come from better average selling prices from the impact of 64-bit processors and Intel's less-aggressive price cuts; an opportunity Intel has provided AMD to sell 64-bit microprocessors before Intel launches its own with Microsoft's 64-bit operating system; the likelihood that flash memory (51% of revenue) will contribute upside in the second quarter due to tight supply, the low-cost architecture of MirrorBit and aggressive transitions to 110-nanometer and 90-nanometer; long-term improvement in interaction with enterprise customers; and seasonal improvement in second-half PC units



http://online.wsj.com/barrons/article/0,,SB108517739746218342-search,00.html?collection=barrons%2F30....

The New 64-Bit Landscape


................But the biggest issue for Intel is a loss of credibility over Itanium, and a growing dissatisfaction with their domination over this marketplace. As AMD and IBM continue to add new technologies here, they have lost the leading edge mindshare on the high-end. The Opteron architecture is really optimized to handle multi-processing, and IBM's miserly power requirements means that large piles of CPUs won't need to be cooled as much as the others, making it easier to build more complex systems.

Will Intel be able to recapture this market? Will Itanium ever be more than a diversion for most system builders? I have my doubts. AMD didn't name its 64-bit chips Hammer for nothing.


http://www.serverpipeline.com/showArticle.jhtml?articleId=20900235

Compaq Presario R3000Z

EDIT: This is 29th April article about PC Magazine's 4.5 out of 5.0 star rating of this heavy portable using Athlon XP-M 3000. Thanks to zx on SI

http://www.pcmag.com/article2/0,1759,1579098,00.asp

Analysis: will Intel's 'Dothan' set a new standard?

EDIT: The article is about the implications for Intel's marketing of its new model numbers.

.............AMD also poses a big threat to Intel. AMD has been making inroads to the popular desktop replacement market with its 64-bit processor. While there are no applications that a consumer can run today that take advantage of the 64-bit capabilities, consumers love the fact that they are getting the most cutting edge technology. Intel does not have a 64-bit chip for notebooks at this time and let's face it, we live in an SUV culture where bigger is better, and consumers will reason that a 64-bit chip is twice as good as a 32-bit chip........................

In the end, Intel must use its marketing might, successful promotions and adopt a heavy handed consumer education program. Without it, Intel will find it increasingly more difficult to fend off the rising threat from AMD.



http://www.siliconstrategies.com/article/showArticle.jhtml?articleId=20900354

Verari Offers Latest Opterons Across Server, Workstation Lines

http://www.gridtoday.com/04/0524/103278.html

fastpathguru: You will find photos of it here


http://www.investorshub.com/boards/read_msg.asp?message_id=3136397

Revenue projections for 2Q, 3Q and 4Q 2004 with 90 nm assumptions

A well-worked spread sheet projection from m_a_x on SI showing blow-out earnings from here to eternity

http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=20155130

AMD logo on Ferrari




This is the first picture I have seen that clearly shows the AMD logo on the Ferrari.

Thanks to saxplayer

As a point of interest how many more boring posts on what constitutes a bell curve are the moderators going to allow? It is actually way OT and in my not so humble opinion not nearly as interesting as some of my OT posts that have been deleted.

I think the two protagonists should focus on the the substance of their argument - whatever that is.

wmbw: when you say "college age" are you talking about the student body or faculty - the later being between 29 and 67? If the former I would be very surprised.

There goes the Max-Pain theory - again.


AMD $14.24 at Close

But it was supposed to be $15!

Petz: If you are referring to the tests. Click the green word "tests" - it is a link that does not require login.

I've posted up my tests of the just released ATI AMD64 drivers.

Alienware to Use Tyan Tiger K8W (S2875) Motherboards in Workstation Product

Fremont, CA -- Alienware and Tyan have announced the exclusive use of Tyan's Tiger K8W (S2875) 2-way AMD Opteron™ 64-bit platform for its 4500-series line of Professional Workstations............



http://www.linuxelectrons.com/article.php/2004052111002941

thanks to saxplayer

Windows XP SP2 build gets tweaked
The day is dawning


http://www.theinquirer.net/?article=16074




1 of 21 screen shots found at this linked site

http://www.winbeta.org/winbeta/forums/index.php?s=149687380ffae5995c8d63c54a040e71&showtopic=473...

chipguy: Curious how that specific word escaped your vocabulary when you put forth the suggestion of "dirty politics" being behind the TpmC withdrawal.

It was not my "suggestion", I did not it "put forth". I invited you to rebut it with facts you might have.

Your rebuttal was a double speculation. You speculated that the suggestion was based on AMDZone speculation for which you offered a replacement speculation.

chipguy: "Maybe that 585 configuration got pushed out further, beyond submission rules for TpmC so HP was forced to withdraw it "voluntarily" before Sun or Dell challenged them."

The operative word being "maybe".