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Did you get dropped on your head shortly after birth?
That would explain a lot of things.
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Be kind to the Watson Youth. He left IBM years ago when he was counseled to take the Blue Light Special package or else.
Those with an Improvement Required rating were first in line for the Blue Light Special.
I just saw an interesting article on the adoption prospects of Linux. While the article refers to desktop I think the same is true of laptops, particularly as laptops continue to
replace desktops for many users.
http://news.zdnet.com/2100-9590_22-5978465.html?tag=nl.e589
E-mail will be the most significant factor governing the uptake of Linux on the desktop, according to a new study.
The Desktop Linux Client Survey 2005, released this week by the Open Source Development Labs, found that the lack of a powerful e-mail application could hinder the adoption of Linux on the desktop.
A lack of application support is also holding back Linux, according to the survey of more than 3,300 users.
Everyone with a half a brain knows 64 bits is the future...FUTURE, get it.
Anyone with more than a pea sized brain knows that the 64 bit future for laptops is quite far away... and probably far away for most desktops too. Note that this forecast does not include servers.
Go buy yourself a nice 32 bit laptop, I could care less.
Turion is little morea 32bit laptop today and your noise making proves the case. Unfortunately for AMD and its investors, Turion is also an underachiever in the competition for market share.
For that matter where is the 64 bit laptop OS.
Your failure to find anything compelling for 64 bits in the context of Turion in the laptop arena -- or the desktop for that matter -- speaks loudly.
64 bits today doesn't mean a thing in that context. In effect for most all practical purposes the Turion is used as nothing more than a 32 bit processor.
Sorry for the bad news but that is the real world.
Do you have even a slight clue what a sinusoidal curve looks like.
Over 20 years, AMD has moved from $20 back and forth from a low of $6 or so to the current $26.
http://finance.yahoo.com/q/bc?s=AMD&t=my&l=on&z=m&q=l&c=
A hell of an investment there. Your super low interst savings or money market accout would have done better.
Tying is a per se violation of the antitrust laws. Other per se violations include price fixing and bid rigging. Per se violations are the kind that can earn some jail time.
http://www.bccmeteorites.com/b07.html
Tying occurs generally when a company requires buyers to purchase one product or service (called the "tied" product or service) in order to obtain another product or service (the "tying" product or service), and the arrangement restrains trade. Illegal tying is a per se violation of the antitrust laws.
What ever you say "Dumbo"
http://www.investorshub.com/boards/read_msg.asp?message_id=8528159
You are as innocent as Mary's little lamb.
There is no need to play the punk over here. You have plenty of room in your protected AMD space where you can play the punk and censor opposing thought.
In spite of the much higher power consumption of the P4, the quietest systems available are currently P4 systems. Any thoughts on what the AMD response to this will be?
AMD will probably respond with and Amendment to its law suit. It doesn't have the technical strength to respond with infrastructure aka platform improvements.
TWY has been sorry all his life. Nothing has changed.
It looks like the delay for Montecito is 3 to 5 months.
What are your thoughts?
I think if the delay is 3 months than Intel has probably already completed the design changes with testing and fab pipeline delay to follow. If it is 5 months then Intel has a solid handle on the fix but will need another month or so to complete the design.
Again, your thoughts?
my guess is the 8.2 section would allow a division to be sold under conditions.
I think you are correct. Probably the spin off of the flash division was specifically in mind when the license was renewed in 2001.
The AMD Intel cross license was filed with the SEC in redacted form and reported on Find Law. Kudos to someone on the board whose name I can not remember for the find.
http://contracts.corporate.findlaw.com/agreements/amd/intel.license.2001.01.01.html
Section 8.1 states that the license can not be assigned. Then section 8.2 states a limited exception for assignment but the heavy redaction of 8.2 makes it impossible to tell what the "limited exception" means.
Indeed this is an interesting ad. HP touts "64 bit technology" but delivers systems with a 32 bit operating system. Perhaps this is more accurately stated as a 64 bit ready system, useful if and when you add a 64 bit OS.
Chipguy's estimate of $50 million sounds about right. Your X86 market share estimate of 15 % is a little low. At 16 2/3 % market share, the $50 M is precisely the correct ratio.
If there are installment payments I imagine that a present value of about $50 million would be the target.
Intel announced a $300 million settlement with MicroUnity in its earnings report. MicroUnity filed suit against Dell and Intel in March 2004.
http://www.internetnews.com/bus-news/article.php/3332321
The MicroUnity challenge of AMD probably started about 2 days after Intel's check cleared.
as my mom said "get off your lazy butt and do some work"
TWY has a problem with work. That is why once upon a time IBM counseled him to retire before their upcoming reduction in force.
NOR is better for code because it has a lower error rate than NAND. You can tolerate a bad pixel in an image but a bad bit in code is a problem.
Flash memory in general and particularly NAND is a sucker's bet. It is in the end the "memory business" just like DRAM.
Intel continued in the Flash memory business because of its strategic interest in having flash memory always available for storing BIOS in PC's. In the early to mid 90s there were occasions when the lack of flash memory impeded the sale of PCs. Very not good for the sale of Intel processors.
The weak link for browser performance is your company's proxy server or your internet connection. Hint: dial up is slower than broadband.
Wow, boxed parts for AMD enthusiasts who want to build their own PC. Now there is a real "high volume" niche.
Intel's current 65nm generation is nothing to lose any sleep over
Unfortunately for AMD, this is true. Intel's 65 nm process is humming along flawlessly and will be in production a full year before AMD is scheduled to begin 65 nm production. Of course AMD will need to fix some of the SOI issues that still exist in at 90 nm for AMD before it can hope to introduce successfully its 65 nm process.
Fab 36 is now scheduled to start with 90 nm production with 65 nm production planned for the end of 2006. Originally, AMD planned to start Fab 36 with 65 nm production but delays with the 65 nm process made that plan "no longer operative".
Hopefully this will be used in the amd vs. intel case on who's a liar
It will surely be used in the law suit by Intel. An established record of corporate "deception and fraud" by AMD is another reason that AMD may have trouble selling its products.
The main reason for AMD's lack of success is weak infrastructure support. End Users buy systems not processors. The infrastructure support provided by Intel allows OEM's to produce better systems and those better systems are what End Users buy.
RAS is important in the server world and a much bigger factor than a weird benchmark. Video game benchmarks are irrelevant in the server world.
You need to learn what it means when someone leaves to pursue other opportunities. Basically it means the employee is fed up with the company or vice versa.
It does not mean that you left for a better job.
Executive Summary: Probably not, Yes and Yes
A) they are totally blind to the concept of pissing off their customers,
I think that AMD sees the cliff coming and believe they have no choice but to try a law suit in order to obtain a competitive advantage of some sort. As a result, AMD has no choice except to take a hit with customers.
IMO the platform strategy of Intel will have a devastating effect on AMD and AMD is aware of this. See the success of Centrino technology -- Intel's first platform initiative. AMD does not have the resources to counter Intel's platform initiative. It is all aoubt infrastructure and AMD of necessity relies heavily on others for chipsets, system designs etc.
B) they are crossing their fingers and hoping that they will find something more incriminating, or
A big yes. AMD had few specifics in their complaint and a lot of statements about Intel's bad intent. AMD is hoping that it will find some bad documents floating around and it will succeed. But a few bad documents don't make an antitrust case. Intel will find some bad documents for AMD too.
C) none of this is meaningful anyway, and all AMD wants to do is make themselves look like a hero to the press.
AMD is playing in the press to an extrordinary degree. The issuance of a subpoena in a business litigation is routine and totally ho-hum. But every time AMD issues a batch of subpoenas it also issues a press release and comments. Totally weird.
I am pretty sure that you are right -- AMD already has some of the documents it wants from these companies.
But I am sure that AMD is also going on a big fishing expedition, seeing what it can find.
I suspect a "not" was left out somewhere.
A good guess Alan
An AMD spokesman underscored that his company is not suing the companies
AMD has charged Intel with entering into discount agreements with OEMs that violate the antitrust law and hurt AMD. It takes 2 parties to make an agreement so AMD is actually saying that the OEMs -- the ones AMD wants as customers -- are also antitrust violators.
Great AMD marketing plan !!
AMD... hopes to obtain these documents in the manner least burdensome to them
The least burdensome response for the companies is tell AMD to go p*ss up a rope. A few of the companies will probably do just that.
Performance is only part of it. AMD will also be adding features in that time frame.
Features like more green paint? Or do you have other features in mind.
Do I need to draw you a diagram??
Apparently you do. But remember that you are talking to a stone cold Droid who doesn't see the cliff that is coming for AMD inside of the next year, plus or minus.
You can find short interest for a stock on Yahoo Finance > Company > Key Statistics.
AMD does indeed have a large short interest of 10%
http://finance.yahoo.com/q/ks?s=AMD
"If you look at the number of platforms being brought to market from HP, IBM, and Sun, it is providing a lot of choice for consumers and IT managers to be able to more fully deploy Opteron in the different form factors they require for their enterprises," says Randy Allen, corporate VP of the server products division at AMD.
Statements by AMD that there is "a lot of choice for consumers and IT managers" desiring Opteron systems is the opposite of what AMD is saying in their antitrust law suit. AMD will have great difficulty asserting in its law suit that Intel is foreclosing choice and then asserting that there is a "lot of choice".
AMD seems to take the position that it must succeed in every attempt with every OEM or Intel is playing unfair. The nature of competition is some you lose, some you win. AMD wins with HP, IBM and Sun. It loses the contest with Dell
AMD will not get far asserting that it is entitled to win them all even though end users have "a lot of choice"..
WOW, nothing like a $300M marketing budget to really kick-start a technology.
A clear violation of the antitrust law by an an evil monopoly. As any Droid knows, any marketing fund by Intel is forbidden because Intel is excluding AMD from the market. The only solution is for Intel to give $300 million to AMD so it has a "level playing field".
You can expect AMD to immediately add this conduct to its complaint. The complaint will then be absolute proof of an antitrust violation.
The WSJ reports that ]"It wasn't until [Wi-Fi] was embedded in computers that it exploded on the scene," said John Stratton, Verizon Wireless' vice president and chief marketing officer. The widespread integration of WiFi was largely driven by the Centrino platform.
In addition, Intel resolved many interoperability problems with WIFI and led the rapid deployment of WiFi base stations. It is no coindence that lots of airports and other locations initiated WiFi service complete with Centrino banners when Intel introduced the Centrino platform.
******
By JESSE DRUCKER
Staff Reporter of THE WALL STREET JOURNAL
September 19, 2005; Page B1
Verizon Wireless and Dell Inc. announced a deal to put cellular technology that allows high-speed Internet access directly inside some of Dell's notebook computers, in an attempt to bring the service to the mass market.
Verizon Wireless offers the service, called BroadbandAccess, in about half of the U.S. It allows customers to get on to the Internet wirelessly at speeds comparable with wired digital subscriber lines in most places in those markets where they can find a Verizon Wireless signal -- such as when riding in a car or train or sitting in a hotel room.
But the service requires customers to purchase a separate wireless card to slide into a laptop. Beginning early next year, the technology will be built directly into some of a line of Dell portable computers called the Latitude series. The service also requires a monthly subscription and annual contract. Verizon Wireless is negotiating with other laptop makers and is expected to announce shortly a similar deal with Lenovo Group Ltd., the maker of ThinkPad-brand laptops, according to a person familiar with those talks.
Verizon Wireless is investing more than $1 billion to upgrade its cellular network with a technology known as EV-DO to accommodate higher data speeds. The company hopes to create a whole new wireless Web access business as it competes with other cellular carriers as well as with the popular technology known as Wi-Fi. Wi-Fi allows wireless Internet access at faster speeds than EV-DO, but generally at a much shorter range of a few hundred feet from an access point.
Verizon Wireless also seeks to enter new lines of business as the old landline phone business of its majority owner, Verizon Communications Inc., faces new competition from cable-TV companies. (Britain's Vodafone Group PLC owns the other piece of Verizon Wireless.)
It is betting that wireless Internet access could give it a possible advantage over competitors. Verizon Wireless could also face competition from efforts coordinated by several local governments that are deploying citywide wireless Internet setups, in many cases using Wi-Fi or other wireless broadband technologies. Sprint Nextel Corp. also sells EV-DO.
In another attempt to boost the popularity of EV-DO, Verizon Wireless last month dropped its prices by 25% for some customers, to roughly $60 per month. Corporate discounts could lower the cost further for some users. The company declines to say how many EV-DO subscribers it has.
Verizon Wireless hopes that the ease of having the technology built into notebooks will do for its service what Intel Corp., Dell and other laptop makers did to help spread Wi-Fi by installing that technology directly into portable computers.
"It wasn't until [Wi-Fi] was embedded in computers that it exploded on the scene," said John Stratton, Verizon Wireless' vice president and chief marketing officer. Indeed, Alex Gruzen, senior vice president of Dell's product group, said more than 90% of Dell's notebooks now have Wi-Fi built in. Roughly 55 million portable computers with built-in Wi-Fi are projected to be shipped this year, according to ABI Research.
Verizon Wireless still faces challenges in getting consumers to adopt its service. For one, while several providers offer paid Wi-Fi services, consumers often can receive Wi-Fi signals free at friends' homes, from neighbors or even in some hotels and coffee shops. And Verizon Wireless's EV-DO service, while potentially more ubiquitous than the numerous but spotty Wi-Fi networks springing up, requires a monthly subscription; it cannot be purchased by the hour like many paid Wi-Fi services.
Earlier this year, Sony Corp. announced it was putting the wireless web access technology used by Cingular Wireless into a new line of laptops. The technology it is using, called EDGE, is far slower than EV-DO and is considered by many an interim step until Cingular upgrades its network to enable higher speeds later this year, using a faster technology called UMTS. Cingular, a joint venture of SBC Communications Inc. and BellSouth Corp., is the country's biggest cellular carrier.
The move by Verizon Wireless is also the latest step in a showdown between Qualcomm Inc., which devised EV-DO technology, and Intel. Intel has made selling Wi-Fi chips a cornerpiece of its strategy. However, through its EV-DO technology, Qualcomm is now moving into the same territory by competing for high-speed wireless Web access via laptops.
According to a press release from AMD, its fans have lots of sources for AMD powered PCs in Europe... and the rest of the world. Where is AMD lying, in its press release or in its Complaint?
It is hard to understand why AMD enthusiasts are unable to run a google search.
http://www.amd.com/us-en/Corporate/VirtualPressRoom/0,,51_104_543~83506,00.html
Pricing and Availability
The AMD Athlon 64 FX-53 processor will initially be available in limited quantities from select high-performance PC manufacturers worldwide. We expect to broaden that availability within the next few weeks to fulfill demand generated by hard-core gamers, digital content creators and other performance-demanding customers. Systems based on the AMD Athlon 64 FX-53 processor are expected to be available from the following:
Europe: Alternate, Arbol, Batch PC, CDC, EID, Evesham, Formoza, Fox PC, Hattelco, Komplett, Mesh, Network Technical, nVentiv, Olidata, Paradigit, Scan, Time Computers and Unika
US: ABS, AFT, Alienware, BOXX Technologies, CyberPower, Falcon Northwest, Monarch, Polywell, Velocity Micro, Vicious PC, Voodoo and ZT Group
Japan: Aro-system Co., Ltd, Bless Co., Ltd, Unitcom Inc., MCJ Co., Ltd., PROSIDE Corp., Thirdwave Corp., and Visual Technology Inc.