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Semi,
Do you mean Cray?
Smallpops
Ooooppps yup, Cray..... Not Sun. Geeee I guess I'm always getting those 2 AMD arse kissing companies, mixed up
[previous post fixed]
Thanks Pops
Semi, perhaps you can enlighten us as to which companies have had their stock go up when completing a convertible offering.
Not Cray, that's for sure. BTW, I was just answering a question that was asked. I'm so sorry that some people apparently don't like what the messenger delivers. In any case, whether other companies have experienced a similar drop in value, while doing a convertible offering, isn't the point.
The Point is, it appears that Cray HAS to do it, in order to stay afloat, which IMO is a bad thing, regardless if other companies experienced a similar drop, during a convertible offering. Also, Wall Street doesn't seem to think it's a good thing for Cray..... either.
Don't blame the messenger, just because you don't like the message.
[Edit]: Wooops.... I meant Cray, not Sun, as originally posted. Thanks "Pops".
Intel Q4 update focuses on demand
http://tinyurl.com/5lnkh
SAN FRANCISCO (CBS.MW) -- Intel's midquarter update late Thursday will focus on demand expectations for the final month of the year and the chipmaker's inventory.
Most analysts expect Intel (INTC: news, chart, profile), the world's largest chipmaker, to state that its sales will be within its original target range of $8.6 billion to $9.2 billion, with a bias toward the top half of that range.
Intel Corporation Mid Quarter Business Update and Conference Call (Q4 2004)
Scheduled to start Thu, Dec 2, 2004, 5:30 pm Eastern
http://biz.yahoo.com/cc/2/49772.html
Maybe Cray needs the extra cash for sales channel incentives
to move Opteron gear like Sun apparently decided it needs:
Maybe..... Gee....., not to even mention, the crap the AMD fans dumped on intel in the past, for "Giving Away Itanium systems". No worries though, I'm SURE the have some excuse..... ummm I mean "explanation" as to why in Sun's case....... "This Is Different".
Sun has started the Solaris Edge Elite program for its numerous channel partners. The new scheme offers free Opteron servers to partners that can move certain amounts of gear and free training."
Cray took a dive today...
http://finance.yahoo.com/q?s=CRAY
Down 14%. Shouldn't they be surging with all the support for Opteron:)
Maybe they should be surging..... but I guess Wall Street dicovered that they're currently trying to "borrow" an additional 60 million dollars to keep their company afloat
http://biz.yahoo.com/ap/041130/cray_bond_offer_1.html
Intel, Foxconn and Abit increase branded mobo sales in China
http://www.digitimes.com/mobos/a20041129A1001.html
Elitegroup Computer Systems (ECS) and Micro-Star International (MSI) have been losing ground in China’s motherboard market, while Foxconn Electronics (the registered trade name of Hon Hai Precision Industry), Intel and Abit Computer are making gains, according to sources at Taiwan makers.
From our perpsective, the whitebox market has a definite bias
toward the Opteron platform. Those who order custom whitebox
systems seem to follow the 'benchmarks' and order equivalent
systems or systems based on the parts in the 'benchmarked'
system.
So, it looks like, that when you say, from "Your Perspective", I'm assuming that means the 1 company you work for. I also notice that you further limit the definition to "The Custom Whitebox Market", which AFAIK, comprises a relatively small percentage of not only the total server market, but the "Whitebox Market" itself. So, as far as I can tell, what you seem to be claiming, is that "From your perspective", your 1 company, sees a preference for Opteron, from the "Custom Whitebox" segment, that your 1 company happens to deal with, vs. the total worldwide server sales from all Tier 1 suppliers, All Tier 2 suppliers and all "Non-Custom Whitebox Makers" in existance. Thanks for that datapoint, I shall certainly put it in it's proper context, vs. the total server market sales, and give it all the validity I think it deserves.
Intel powers Toyota Motorsport
http://tinyurl.com/4lpx4
I wonder........ So does that mean we get an "inside" label, on all Toyota Motorsports cars?
There is no mention of the number of processors/server.
They could actually be less than Opteron sales.
Sure..... Or, they could actually be more.... meaning the figure quoted is an underestimate, extending Nacona's lead even further. Most likely, there's 1-4 processors in either the Nacona or Opteron option. In any case, since Nacona/EM64T basically took away the biggest advantage Opteron had in this likely 1-4 processor small server market, (the 32/64 bit capability), and since this segment of the server market, has specifically been targeted by AMD with Opteron, I think it's an interesting, and relevant snapshot datapoint of the EM64T/Opteron, 32/64 Bit capable, 1-4, Small Server Market. Don't you?
A deal that makes a lot of sense would have Intel fab stuff for nVidia -- Intel has the capacity. But that will never happen because of Intel's false pride.
Or maybe, there are dozens of technical reasons, like mismatch of the tools, different use of chemicals, completly different manufaturing procedures, incompatability of the processes, the cost of changing into a second source manufacturer, or maybe just that intel does not desire to share it's proprietary process information with outside sources....? and that's what I came up with off the top of my head.
So, I'm SURE that you have already completed the cost/benefit analysis of all those factors, since apparently the big reason for not doing it that comes first to your mind is "false pride". Please let us know what the breakdown of this cost benefit analysis is, beyond the "capacity" validation that you state. Otherwise, just a suggestion, but do you think perhaps that some additional instruction for yourself, on what it really takes to start up a manufacturing process for semiconductors, might be in order?
AMD's Opteron loses ground where it kind of counts
http://www.theregister.co.uk/2004/11/19/amd_top500_loss/
The last couple of weeks have been full of AMD buzz. Analysts have upped their price targets for the company's share price. Executives have bragged about better than expected future performance. The rumors about Dell picking up Opteron have kicked into full gear once again.
Despite all this glory, AMD recently fell well short of expectations in one of the more public battles in the processor kingdom. It gained hardly any ground as the processor supplier of choice among high performance computing customers, as measured by the most recent Top 500 supercomputer list. By gained hardly any ground, we actually mean AMD and its Opteron processor lost ground. This is a dismal state of affairs for a young chip meant to be gaining steady market share.
Earnings Estimates May Peak For PC Chipmakers
http://www.forbes.com/markets/2004/11/19/1119automarketscan03.html
Goldman Sachs said PC-oriented semiconductor stocks have rallied and downgraded some companies in a search for "better upside estimate revision potential." Goldman downgraded Advanced Micro Devices (nyse: AMD - news - people ), ATI Technologies (nasdaq: ATYT - news - people ) and Volterra Semiconductor (nasdaq: VLTR - news - people ) all to "in-line" from "outperform." The research firm said, "All three companies are executing very well, but we expect earnings-per-share estimates to hit an interim peak in the next four to six weeks." Goldman said it continues to rate Intel (nasdaq: INTC - news - people ) and Marvell Technology Group (nasdaq: MRVL - news - people ) at "outperform." For Intel a significant drop in inventory could be a catalyst for the stock,
Semi, I'm sure there's some personal animosity involved, but the main thing to me is that McNealy has many other reasons to "be the rebel" and take on Intel face-to-face. Some of it is ego, some of it is politics, and some of it is just business. I don't expect any of that to change once Otellini becomes CEO.
*** Oh, of course. I don't expect Scott and Paul will ever be drinking buddies. I was thinking more along the lines of a truce, rather then the open warfare that appears to me to exist now.
By the way, the replacing of Sun/Solaris with WinNT seems more like a Grove thing, not a Barrett thing. (I would have pointed the finger at Albert Yu, but you were talking about manufacturing, which wasn't Albert's domain.) After all, wasn't it Grove who kicked out the IBM contractors after IBM did a "demonstration" of how serious the FDIV bug was?
Tenchu
*** Hummmmm, the switchover definately happened while Craig was CEO. Granted, Andy was Chairman of the Board, so no doubt there was influence there, and I guess it actually wouldn't be technically correct to say Barrett either, since it was most likely the Vice President in charge of the Technology Manufacturing Group (TMG) that actually signed off on it. Regardless, I have a feeling that the VP in charge of TMG, has REGULAR Face to Face meetings with the CEO, and the CEO certainly met with Chairman Andy, so most likely it was a concensus decision from the top down, IMO.
Semi, so McNealy and Otellini are buddies at the local Starbucks? I doubt it.
Tenchu
Maybe not, but Otellini did not preside over the removal of all Sun/Solaris, from all of intel's manufacturing Fab tool control automation systems, everywhere, and replacing it with Win/NT, after Scott decided not to support Solaris on Itanium. Craig did. How much in licensing fee's do you suppose that cost Sun? Do ya suppose Scott was happy about that? I don't think so. Also, "coincidentally", that was exactly the timeframe ole Scott started major bad mouthing of intel. Probably just a coincidence though, eh?
Not sure, but I don't think that Craig is in the picture anymore. PO is out giving interviews....
Smooth
AFAIK, The official switchover is not scheduled to happen until May 2005, however, I agree, if a person wants to know what the future direction for intel is, they should pay head to what Otellini says.....
http://intel.com/pressroom/archive/releases/20041111corp.htm
SANTA CLARA, Calif., Nov. 11, 2004 - Intel Corporation today announced that its board of directors has elected Paul S. Otellini, currently president and chief operating officer (COO), as its next chief executive officer (CEO). Otellini, 54, will succeed Craig R. Barrett.
Barrett, 65, will succeed Andrew S. Grove as chairman of the Intel board of directors. Grove, 68, will no longer serve on the Intel board but will assume the role of senior advisor to the board and senior management. The changes will become effective at the time of the company's next annual stockholders' meeting May 18, 2005.
Otellini Interview
Thanks to Keith for the link
http://www.businessweek.com/bwdaily/dnflash/nov2004/nf20041118_6777_db008.htm
Intel Will "Continue to Run Faster"
Incoming CEO Paul Otellini says that's how the giant chipmaker will deal with rivals like AMD who are coming on strong
What's superfluous? I must have missed something (as usual)
A fluous..... with extraordinary powers?
(btw, I must have missed it too. Are we both cluless? )
At a Solaris announcement event, McNealy updated the company's position. "We're not doing anything with Itanium," he said, to which President Jonathan Schwartz added, "There's just no volume." But there's still room for another change of heart. In his Web log Tuesday, Schwartz said Sun plans to announce "changes to its Itanium plans" next week.
My advice.... Don't hold your breath for anything to happen, with Solaris/Itanium, anytime soon. There's bad blood between the Scott and Craig "Administrations". Although..... come next May, when Craig is no longer in the picture, that situation changes, doesn't it
If I'm not mistaken, in the past, Intel has proactively decided not to comment on an item by item basis when controvery existed over the Intel/AMD product lines (particularly, when Intel was behind). Neither does Intel seem to rub it in the faces of AMD when they are ahead. Instead, AFAICR, they remain in "adult" mode letting their actions speak louder than words.
I think that's what's happening now, no? Either that, or Intel is decididly remiss in not issuing some kind of PR statements to counter all the AMD propaganda on the wire (web).
Smooth
Perhaps..... AFAIK, while unwritten, it is a general philosphy at intel, not to engage in fingerpointing when things go wrong, and so it also seems to be an unwritten policy, not to rub other people's noses in it when things go right. I think it is most likely a philosphy that resulted from the internal disgust over Jerry Sanders long standing philosphy of the exact opposite. "No Class At All", is a phrase I've often heard, in relation the the name Jerry Sanders. JMO.
Intel's Grove named most influential business leader
http://tinyurl.com/3qw9w
PHILADELPHIA, Nov 16 (Reuters) - Andrew Grove, head of the world's largest chipmaker, Intel Corp.(INTC.O: Quote, Profile, Research) , is the most influential business leader of the last quarter century for his "unconventional thinking, imagination and integrity," according to a new book.
Grove, who co-founded Intel in 1968, topped a list of 25 corporate leaders in a survey by PBS's Nightly Business Report and the University of Pennsylvania's Wharton School, who combined to publish "Lasting Leadership -- What You Can Learn From the Top 25 Business People of Our Times."
Where's the Inqurier, don't we read every opteron win? ;)
Great win - thanks.
Elementry, my dear Watson. Good news for intel does not qualify to make it to the Inquirer news page, only bad news does. Please refer to documents: "Mike Mageek: Opinions And Attitudes" versions: 0 - infinity.
So, it looks like the analysts are right. AMD should continue to lose market share to Intel's fabs in '05. I don't see how AMD can avoid this. Intel is "back in the saddle again". Well, OK, it took 3 years, just like I said it would, after normal design-in cycles. It's a tough world out there...
Smooth
What amazes me, is that it appears the data is valid. I guess intel's "motherboard maker strong arming", "tech writer paying off", "free chip giveaway", "secret black shirt squad", must be falling down on the job these days
Tecate nice find. I'm going to throw it over on the
AMD board to see the reactions to what was said about
Opteron.
Thanks,
Smallpops
Why bother? It's not hard to guess the response. Lemmie see, it will probably be something like one of these....
A) Intel is obviously giving away free Itaniums to SGI
B) Bob Bishop is an "Ediot" who has no clue "what the market wants".
C) The entire SGI company is intel's bitch.
Pretty close I bet, eh?
I hope Otellini does a better job at publicly portraying Intel in a more positive light, and in general, becoming more transparent.
Joey
I hope so too. Otellini is the first intel CEO not to have an Engineering degree, but he is also the first to have a Bachelor of Economics, and an MBA. AFAIK, it was Otellini, who was preaching MPU features, when everyone else in the company was bowing down to the speed gods, so maybe a change in mindset, from the top down, is what's needed now, to steer this ship into the future. One's things for sure, I'm tired of the direction intel's been going in..... until recently, that is
Dell CEO says considering AMD chips for servers
Ya know what? I'm so sick and tired of hearing "A Dell Representative" say something like this, that I almost wish intel would say something like, "Fine, do it, or STFU. And By the way, if you decide to keep saying this crap every few months, then you can kiss your sweet intel chip deals goodbye, regardless of what you do".
Done Deal
HP to launch Blockbuster Intel Madison 9M servers
http://www.theinquirer.net/?article=19533
HP WILL INTRODUCE its "Blockbuster" range of Itanium Madison 9M servers today - that will follow Intel's official launch of the 9MB cache processor and other members of its "Mad" family later today.
Intel to Announce New High-End Server Products
http://intel.com/pressroom/archive/releases/20041104alert.htm
Intel will announce additions to its high-end server processor family and discuss the benefits of deploying an industry-standard computing platform during a live web cast broadcast from Santa Clara.
"3.8 and Prices"
http://www.overclockers.com/tips00686/
Intel will introduce a 3.8GHz Prescott November 15. This in-and-of-itself is of practically no interest to those reading this. What is of potential interest to those reading this is the impact of this new processor on the pricing of both Intel and AMD CPUs.
Intel's Barrett takes SIA's IC forecast 'with a grain of salt'
http://www.eet.com/semi/news/showArticle.jhtml?articleId=51202675&kc=2515
SAN JOSE, Calif. — Chip executives were mixed over the latest forecast presented by the Semiconductor Industry Association (SIA).
At a press event on Wednesday (Nov. 3), for example, Intel Chief Executive Craig Barrett startled the audience by saying that he takes the SIA's IC forecast with a "grain of salt" despite receiving an award from the trade group.
Other executives upheld the SIA forecast, saying that the IC market is headed towards flat growth in 2005 after two years of a sustained upturn. Still another executive blasted the media and analyst community for hyping the current slowdown and inventory correction issues in the marketplace.
Intel to debut 9MB Itanium 2 'on Monday'
Sorry if already posted
http://www.theregister.com/2004/11/02/madison_9m_monday/
Intel will release an Itanium 2 processor with 9MB of L3 cache for four-way systems and up next Monday, according to reports on the web. Sources familiar with the chip giant's plans have separately alerted us to the possibility of an Itanium announcement in the very near future.
which is finally a decent performance jump over Northwood
Interesting. I think the MORE interesting thing, is that, while I haven't gone back and crunched the data, from timeframes of previous intel products vs. steppings, to have had 5 major resteppings on a product that has Prescotts relatively short life so far, seems to me to be verification of what some person (I can't remember who) was saying about "There's nothing wrong with intel's 90nm process".
Huuummmmmmm, now..... who was that?
BofA cuts Advanced Micro to 'sell'
http://yahoo.reuters.com/financeQuoteCompanyNewsArticle.jhtml?duid=mtfh88334_2004-11-05_16-59-53_nb5...
NEW YORK, Nov 5 (Reuters) - Banc of America Securities on Friday cut its rating on chip maker Advanced Micro Devices Inc. (AMD.N: Quote, Profile, Research) to "sell" from "neutral," saying the stock has become too pricey after rising more than 50 percent since September.
doesn't sound like happy go lucky semi somehow.
Just FYI, there has been a tragedy in my family, so this board is not exactly at the top of my priority list at this time. I'll be back when I can.
Chipset Question
Listened to Pauls Chat to Tim Thornhill, which left this question:
Paul mentioned that Grantsdale and Alviso Chipsets would help filling 130nm Fabs for couple of reasons. Are these dies (in particular the integrated grafics versions) significantly bigger than previous Chipset-Dies? (Numbers anyone?)
TIA
K.
Hummmm, I don't have die size numbers, but in any case, it's probably no big deal for 130nm intel fabs. My guess would be that as 90nm ramped up, intel shifted the 130nm fabs to chipsets. I think it was 5 130nm fabs? Plus, since 130nm is a "Mature Process" (did ya catch that doughsf30/upc/conductor?) there probably have been major cost reduction projects going on for a LONG time now. There shouldn't be any capacity concerns with chipsets at this point.
LOL!
http://www.investorshub.com/boards/read_msg.asp?message_id=4395265
AMDMagic(TM)*
* Found this definition on another web forum. Evidently, AMD must have some kind of magic that leads people to believe that anything a competitor can do, AMD can do better, even when the environment is totally different and things out of their control are completely against them.
NASA'S Intel Itanium 2-Based System Fastest in World
http://biz.yahoo.com/bw/041026/265656_1.html
SANTA CLARA, Calif.--(BUSINESS WIRE)--Oct. 26, 2004--Intel Corporation today announced that its latest Intel® Itanium® 2 processor powers the world's fastest supercomputer.
Intel has congratulated NASA and SGI on building Project Columbia, a system that boasts a world-record speed of 42 trillion floating point operations per second (42 teraFLOP/s) and was deployed in less than six months.
Intel Endorses Wider-range Wireless Net Technology
http://www.forbes.com/technology/feeds/wireless/2004/10/26/wirelessajc_2004_10_26_D_37073425-0134-Ho...
In a boost to the future of high-speed wireless Internet service, Intel Corp. said Monday it's putting its money and its technology behind a closely watched company that's trying to roll out the service around the globe.
Intel will invest an undisclosed amount in Clearwire Corp. and work on semiconductor technology aimed at helping the company provide service based on the WiMax standard, which promises to significantly expand the reach of wireless Web connectivity.
Intel plans to introduce five south-bridge chips for Smithfield
http://www.digitimes.com/bits_chips/a20041025A1001.html
Intel plans to introduce five versions of its ICH7 south-bridge chip for its Smithfield dual-core platform, according to sources at Taiwan motherboard makers.
In addition to the ICH7 for standard PCs, there will be an ICH7 DH for entertainment PCs, an ICH7 DO for digital-office devices, an ICH7 DE for digital-enterprise applications and an ICH7 R for RAID storage applications, the sources noted.
Intel Unwires China's Panda Playground in Wolong
http://biz.yahoo.com/bw/041025/255457_2.html
SANTA CLARA, Calif.--(BUSINESS WIRE)--Oct. 25, 2004--Intel Corporation today announced it has deployed a campus-wide broadband and wireless communications network within China's Wolong Nature Reserve to aid researchers in the study, care and preservation of the endangered giant panda.