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AMD says 65 nm chips due next month
This is really impressive. AMD delivers a 65nm process a whole year after Intel. And then the process is broken and will only produce lower speed parts than the AMD 90nm process.
the author had meant Itanium when he mentioned Intel
You are way off base with your assumption that the virus vulnerability includes the Itanium processor.
http://www.vnunet.com/vnunet/news/2163543/virus-threat-limited-amd
"They affect all Windows x86-64 architectures, which includes Intel and AMD chips, but not Intel's Itanium IA64".
There is no inference about Itanium processor at all either in the article or by Symantec. Your conclusion that the "pretty clear that the claim here is Intel's 64 bit family is Itanium" uses result-oriented logic. Your companion implicit assumption that Symantec is unaware of the Intel 64 EMT processor is false.
If you follow the link in the Inquirer article you find that Symantec is quite firm that AMD is the most affected processor:
http://www.vnunet.com/vnunet/news/2163054/virus-attacks-amd-processors?page=2
"a single virus that can target both [32bit and 64bit] chip families.... is easier to do for AMD processors than for 32-bit and 64-bit Intel chips because the two AMD families are more similar than Intel's."
When Symantec refers to the 64-bit Intel chip this is clearly the 64 EMT processor in the context of the statement.
For the "show me" doubters simply follow the link for Intel chips or see here:
http://www.symantec.com/security_response/writeup.jsp?docid=2006-081009-3153-99
This could be really bad news for AMD
http://www.theinquirer.net/default.aspx?article=33964
AMD having trouble with 65nm stock voltage speed
By Charlie Demerjian: Saturday 26 August 2006, 11:54
WORD HAS FINALLY hit our tender ears about what AMD's problems at 65nm are rather than the nebulous 'they have issues'. A bird has been singing to us that AMD is having problems getting the speeds they need out of the stock voltages.
This is forcing AMD to pump things as high as 1.4V. If you do the math, (1.4^2)/(1.1^2) = 1.62, so AMD is forced to use 60+% more power than they wanted to. This kind of skews the performance per watt leadership they are claiming, so I guess there is still work to be done.
That said, there is a bit more than three months to go before any deadlines are missed, and the wafers going in today are still not the ones you may end up buying, so there is time. Barely. µ
Ya think maybe AMD's counsel thought of that?
AMD's counsel would look like fools if they opposed Intel's request for evidence from ATI.
AMD: "Your honor, we want to prevent Intel from obtaining evidence that will help its case."
Judge: "Intel is entitled to gather evidence to prove that AMD is wrong."
AMD: "But Intel is a big meany and can not be allowed to prove that AMD failed to perform because it had competitive weaknesses."
It is not brusque.
It is an Executive Summary
Is this the same AMD that sued its customer Alcatel because Alcatel did not buy some flash memory at an above market price? Yes there was a cancellation clause, but semic companies don't sue when a customer
Good customer relations and no short term greed there. Yes there was a cancellation clause, but semic companies don't sue when a customer cancels too late. It is just too big a black mark with customers.
One is reminded that equals added to equals are equal.
And that two stones tied together still don't float.
The performance graphs show that AMD produced the K9 processor * after all.
*My apologies to dogs everywhere.
You go girl !! You sound so very cute yourself.
And the 1999 law suit against AMD was dismissed long ago. IIRC, it was even dismissed before the new millennium.
The manufacture and sale by AMD may be a patent license play.
AMD has a semiconductor patent license with Intel and UMC doesn't.
I can add more cylinders to a car engine and go faster than a Chevy Corvette on the road.
Here is a nice V12 that you can put in your car to beat that Vette. Do you think that it will fit?
http://www.cat.com/cda/layout?m=103542&x=7
It will fit in this nice little "convertible":
http://www.hatterasyachts.com/77ext.cfm
And the person who made acquisitions Job #1 at Intel and microprocessors Job #2, forfeited Intel's lead in its core microprocessor business and wasted those $$ Billions was:
Craig Blewitt
The way Dell works is that if they have a problem with the system level product they turn to Intel -- or now AMD -- and say FIX IT. They expext their supplier to be responsible for the platform not just the chip component
If Dell has a manufacturing problem in Taiwan, e.g. laptop failures after customer delivery, they call Intel and say Fix It. Yes the manufacturer was picked by Dell and may have crappy manufacturing practices but Intel has to work with Dell's manufacturer to fix the problem.
think that that Intel is in competition with China and India and not AMD
This is also my view and you are one of the few I have observed that share this forecast. I also think that China is a bigger and more capable threat than India.
If you read between the lines a bit, I think that you can conclude that this is also Intel's view.
AMD does not have the financial horsepower to stay with Intel in the future now that Intel is back on track. AMD has only shown the ability to succeed when Intel stumbles. When Intel is runing on all 8 cylinders, AMD in the past has regularly regularly posted losses.
I suppose you think the price of any shares you hold is irrelevant until you sell them
The subject is options not stock. Stock shares are an investment. Options are a betting slip that the stock will rise in the future where the game does not end until the expiration date.
In this case, the bet is that Intel will rise in Q4, maybe in Q3, before the expiration in Jan 2007.
Hint: check the option price not the share price if you want to see the value of the betting slip.
What an Illiterate Idiot.
INTC basically had to go outside the company, to Israel, to find a solution to its' P4/netburst mess[/I]
Intel Israel is a part of Intel "the company" and has been since at least the early 1980's. Your inability to comprehend this destroys the last small vestiges of credibility you have on the subject of Intel.
Now that we have the numbers for the niche market of US retail stores, can we have the numbers for the German grocery store market?
Who the heck is chuckieD?
... he's a worst case droid so that affects his brain and how he reports ::)
I always understood that his brain was fried from his time as a roadie for the Grateful Dead.
A great example of AMD's innovations in truth stretching.
If AMD will stretch the truth this far on their website imagine what they would do in claiming antitrust vilations using professional truth stretchers aka O'Melvany Myers trial lawywers.
The AMD Stereo Salesman thinks that a new silicon processs involves a boob job on an LA starlet.
Joe thinks that the Mann Act is another antitrust law violated by the Skypes deal.
The King can do no wrong.
Those that can, like Intel, do. Those that can't, like AMD, file law suits.
AMD knows that it easier to manufacture paper than it is to manufacture semiconductors.
Did you decided to troll over here after you got banned from the AMD Strictly Moderated thread for out of bounds conduct ?
Keep talking smack but you still have not answered a very basic question so lets try again:
Explain why AMD's newest bestest top-of-the-line Turdion can not do better than Intel's low end Celeron in the laptop market.
According to Mercury Research, AMD mobile went from 12.2% to 15.1%
Ok, so it is about 13% instead of the about 10%. BFD, both numbers are mice nuts and a far cry from substantial. The MSS is far away from the dominance you suggest and it will do nothing but drop lower.
So now go ahead and explain why AMD's newest bestest top-of-the-line Turdion can not do better than Intel's low end Celeron in the laptop market. Of course the answer is that the consumer is not very interested in the taste of AMD's dog food.
What do you guys consider a solid, substantial share?
Nearly 100% in a German supermarket? About 40% of the HP retail market?
Finding a special case in a tiny niche market that changes rapidly with time and will often disappear next Q to then be replaced by a new, AMD selected niche is not very helpful.
By all accounts I have read, The Turion market segment share is about 10% in the laptop market. This is less than Celeron sales in the laptop market. And with the new offerings from Intel certainly the Turion ASPs and probaly market shre will drop.
You, Dan and the other Droids need to remove your green tinted glasses and face facts.
The lawsuit was key to enabling them to compete well.
Lets see, Intel's volume discounts are the same. The coop advertising allowance the same. Dell is still an Intel only shop. What has changed because of AMD's law suit?
Now I remember, Sun is selling Opteron based systems. But wait a minute. Sun was doing that before the law suit.
I guess the major change is that AMD changed the formula on the green paint it uses.
I am having a little trouble with your definition of "exponential earnings growth".
AMD has guided that earnings will be flat to slightly down for Q1. Could you explain how flat at best meets the "growth" test, let alone the "exponential" test.
BuybackEarnings go to Employees (mostly upper mgmt
Wrong again, more bozo logic from the land of green hued sky.
The share of Intel stock options granted to executives has been under 1% except for one year when there were some "catch up".
Do you remember the link that showed stock expense under the new SEC rules for AMD was 225% of earnings? On the other hand Intel was about 15%.
Compare and discuss.
Intel will sell 1 million units in the FIRST 3 WEEKS of introduction. The Turdion will not sell 1 million units in its FIRST YEAR.
Yet the Droidistas are running around yelling We are No 1, We are No 1...
ROFLMAO
You are not No 1 when you'r getting blown out by more than 60 points in a basketball game.
http://www.overclockers.com/tips00901/
Lovely. You have established a new level of unreality in the land of Droids.
"Implied Products" are now the standard for measuring AMD performance.
One of the things AMD will absolutely have to do with some of its future earnings is pay increased taxes when the loss carry forwards are depleted.
The need to pay those taxes could easily cause about a 20% reduction in net earnings.
A really interesting development would be if Apple starting selling OS X plus a special key to allow it to load on PC's.
This would scare MS silly. It would also improve Intel's competitive position with MS when urging MS to incorporate new Intel technology into its products. Currently MS uses a lowest common denominator approach for its products.
Apple is quite happy with its latest and greatest OS approach and has been successful getting its installed base to upgrade to a new OS.
The idea of an Intel platform and an Apple OS is quite appealing to me and perhaps others too.
It is Lucy teeing up the football for Charlie Brown all over again.
When asked by a reporter Lucy said "it's a distinct possiblity" that she would allow Charlie to kick the ball this time.
How about [AMD] divisions that lose $66m on $2m in sales?
Do not expose these kinds of facts to Dan unless you can prescribe pain killers. Reality is a brutal and painful experience.
I must respectflly disagree, DrBS is not a boring guy. It is a real comedy show to watch the good Dr enbarass himself.