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Do read the penultimate paragraph in this: http://www.techny.com/articles.cfm?getarticle=606&go=0.53769656
It was a "moderate price cut" in the face of rapidly ramping demand and no credible response from inteL.
Many of the computer illiterate moms and dads who are buying DTRs for kids going to college are now, as we post, putting glasses on to read the Sunday ads.
Probably not yet.
Do check the ads in the Sunday papers. If that does not satisfy you, look at what is being sold at Best Buy and Circuit City. If you cannot find these, try to find a new cave closer to civilization.
AMD is churning sh*t out in 90nm in mass quantities
Someone seems to come up with this "new" idea about every 5 minutes. Until Hector come up with it it is not going to happen.
You ask too much. That is the only AMD thread that is dedicated to other topics that I know of.
I was starting to think that this is a YAHOO board without as many yahoos as is customary there.
The nature of the SUNW mention of AMD during its CC ?
Though it does not show on its web site, eMachines has been offering this: http://www.bestbuy.com/site/olspage.jsp?id=1083714672147&skuId=6717939&productCategoryId=cat... for about as long.
I eagerly await the introduction to the HP Enterprise lines of Athlon 64s, both mobile and desktops. Given the additional virus protection features it would make competitive sense against the dulL offerings.
HP does not seem to be trying too hard to win favor with inteL.
No supply of Athlon 64s for less than $60
inteL is well over 200,000,000
Less fun, more sleep.
Only the latter one Yes, but the one who borrows the shorted shares must pay the dividend to the account that the shares were borrowed from.
Shorted shares must be physically borrowed from an existing margin account. I suspect that the owner of the borrowed shares will not receive the proxy materials while the one who buys the shorted shares does since he is the ultimate physical holder of the shares. I could be wrong. I often am.
I believe that it really is one share one vote; but you raise an interesting point on proxy mailings that I believe almost never comes up. Regarding dividends, which AMD does not declare as yet, the individual who shorts the share is responsible to come up with that cash.
I think that you should make it possible to enter the AMD competition without making inteL entries.
This calls to my mind a particularly ironic quote by barretT during his Asian tour last Autumn. When asked about AMD he quipped menacingly "I would not want to change places with them." This "change", it would seem, is precisely what he seems to "engineering" of late.
Everything has its price and I suspect that the "brand equity" in the inteL brand has been dissipated of late. Clearly AMD's "brand equity" has been on the increase.
I suspect that the BNY experience will accrue substantially to AMD's benefit. EM64T is probably very much not ready for prime time and these guys, the IT types, talk to each other.
http://www.theinquirer.net/?article=17107
Sun rising again with Opteron in sweet spot
Far less SPARCle, perhaps
By Nebojsa Novakovic: Thursday 08 July 2004, 13:50
SUN IS AGAIN in the headlines - this time for some positive stuff, believe it or not. If things like Java and, soon after, Solaris, go open source, Linux fans are bound to suddenly like some Sun-shine. Then, its own SPARCle has diminished substantially with the marching orders for the UltraSPARC V team, but the combination of Opteron from the bottom, and Fujitsu's truly SPARCling processors on top, might just be the right thing for the beleaguered Silicon Valley player.
Opting for Opteron
Sun is making some nice steps forward - its Opteron move, which we highlighted almost two years ago, will take a part of the SPARC user base ultimately, but, for Sun, it is still better that they be taken by another Sun platform then, well, by a non-Sun platform, isn't it? With its wz1100 dual-CPU Opteron workstation supporting both Linux and Solaris (Windows would probably run anyway as well), you'll now have a beautiful looking branded 64-bit X86, non-Intel, workstation for the first time. And the work with Serverworks on the large-scale Opterons beyond 8 ways can only help - Opteron is very scalable, and runs all the software, without the application support headaches that partly killed Alpha and that could sink the Itanic barge as well.
Why is Opteron good for Sun? Well, Sun's own SPARC efforts have created dismal results CPU performance-wise over the past, what, ten years? The last time Sun was any kind of workstation performance leader was maybe SPARCstation 1, in the 486 era? The complexity of SPARC architecture (in some aspects, like register windowing, not dissimilar to Itanic) and disastrous underperformance by Texas Instruments semicon process for the subsequent SuperSPARC and UltraSPARC designs, has pushed SPARC out of the RISC performance race and even below all typical PC processors. Ever since Fujitsu got its SPARC64 V, then VI, ready, my point was that, if SPARC is going to live, it will have to be the Japanese cook making the dish this time.
On the other hand, Opteron was a surprise of its own, a good mix of excellent Alpha EV7-like SMP interconnect and memory design, but through a cheaper and fully open platform like HyperTransport, and proven Athlon K7 core. So, K7+EV7=K8 ? Well, about that, plus a sprinkle of extra enhancements, of course. The resulting performance, where 2.4 GHz Opteron / Athlon64 consistently holds its own against ALL platforms, X86 and RISC alike (not to mention the EPIC one), on many different apps, in both single-CPU and SMP tests, is simply astounding. Hey, this is a bloody X86 after all! Yes, it does have bigger register sets and a bit cleaner architecture, but... How could it beat a beast with double 128-entry register sets and six instructions per cycle issue? Well, it could - good compilers like PathScale C and Fortran, with their Cray-like optimisations, do help a lot.
HP case helps
More importantly, AMD, some parts of which still seem to lack even rudimentary strategic marketing and competitive skills in the high end arena, didn't really have any Tier 1 vendor truly committed. The sad IBM story, with sudden disappearance of its e350 quad-Opteron model just about as it was to be launched two months ago, and less sudden re-focus on Xeon64 at the same time (don't ask me why this happened), is one example. The surprise there comes from HP, the bastion of Itanic, who slaughtered two of the finest-ever heroes of the processor wars, the Alpha and PA-RISC, for the "promised thing" (something akin to, in LOTR Tolkin-speak, killing off Aragorn and Legolas, to replace them with one of those disgusting Uruk-hai, since the latter one "promises better fighting performance" based on the spec sheet, plus utter ugliness as a bonus to scare off enemies - but it is small, Hobbit-like platforms like ARM that save the day at the end).
What's the surprise? Well, the best quad-Opteron today comes not from Tyan or Iwill or Sun or IBM, but... from HP! Their ProLiant 585, looking a bit like long-gone, sleek quad-CPU AlphaServer ES40LP, is a 4U system with highest-ever memory capacity in such format (32 DIMMs - 8 per CPU - for up to 128 GB RAM if using 4 GB DDR DIMMs), but also multiple PCI-X buses with two exposed PCI-X 133 buses for, say, dual-rail Quadrics QsNet II, good storage capacity etc. Most importantly, it is their own design - not a Newisys or other package with a label stuck on its front panel. I wouldn't be entirely surprised if HP launched a similarly configured quad-Opteron workstation, too, it could sell well.
I guess, if Alpha was around, now they could have a quad-EV8 21464 2.5 GHz racehorse in that package, and sweep the competition, from Armonk, NY to Tokyo, Japan, like a turbocharged vacuum cleaner. Too bad, well - a nice thing got murdered, but a few got fat gilded handshakes afterwards... that's life.
Where to for Sun's Opteron?
These are important lessons for Sun's hardware business - since the move to embrace Opteron is made, then do it fully, not half-heartedly. That means, everything from an entry-level dual-CPU workstation, to quad-CPU workstations, 8-CPU 4U servers, and even large-scale machines up to 128 CPUs! After all, there is still no large-scale 64-bit X86 system around. Not to forget 64-bit workstation notebooks with OpenGL graphics, too - something like a 64-bit version of Dell M60 with even better screen and nicer design. A full product line will not only enable greater market share, but also give the prospective buyers more confidence that Sun is truly serious this time - enhancing sales across the board.
And, do them properly - push the performance to the limit within each segment. Any crippling, say not to outdo SPARC too much, would back-fire. For instance, a quad-Opteron workstation with dual PCI-E x16 graphics buses for multi-card OpenGL 3-D - one each per PCI-E bridge (you can attach one of each per CPU via HT), and 16 DIMMs at least, optional 32 DIMMs, with speed or capacity choice, would sound very nice. Couple it with tryly nice and exotic enclosures, quality build, and good pricing, and there you go! Having a 64-bit native Solaris 10 together with Linux and 64-bit Windows can only help.
If would, of course, help even more if AMD's move to 90 nm goes well, its memory bandwidth and FP SSE2/SSE3 unit gets further improved, and, of course, more HT channels get added to the high-end versions. A top-end Opteron chip with, say, four or five HT 2.0 channels plus larger cache, would make do for a very scalable 16-way system without extra chipset logic! And that is not counting the dual core option...
SPARCs flew between us...
Well, with Fujitsu and Sun working together now, it does make sense to bring Fujitsu SPARC64 VI into the high-end workstation segment, too. One thing Sun always had was its depth of workstation application support, unmatched by any other non-X86 platform. What it lacked was a good high-end platform that is decisively ahead of PC in performance and scalability. That is where Fujitsu SPARC fits perfectly.
Having a good, say dual and quad, band of SPARC64 VI stations, will nicely round off a viable workstation/server line with US IIIi at the low-end, and huge multi-SPARC64 systems with up to 128 CPUs at the high-end. Again, no performance cuts - it must be tuned up to the hilt in everything, in particular memory and graphics systems, if expected to beat anything PC market (including Opterons) throw at it.
That's about it for now. As a "hardware boy" I can only comment on the hardware side of business, but, I guess, there's plenty of opportunities there for a fix and,, why not, a business rebirth in a way - after all, Sun did start as a unique, quality high-end hardware vendor.
I sense many more steppings before 64 bit features work satisfactorily.
I cannot wait to count the steppings that necronA has. Are those not supposed to be highly evolved before they are intoduced ? I suspect that they will be as trouble free as the K-5 or was it the K-6 ?
Here is the link: http://www.shopping.hp.com/webapp/shopping/computer_store/computer_series_detail.do?series_name=R300...
Though the HP model might be better candidates: http://www.shopping.hp.com/webapp/shopping/computer_store/computer_series_detail.do?series_name=zv50...
(edit)Also, since some very attractive 64 bit notebooks are likely to hit soon, centrinOs could get much cheaper and even become a good buy. Why would anyone be willing to pay a premium price for such an antiquated piece of 32 bit technology as the centrinO represents ?
I think that you would agree that, since school does not start for at least two months, it is worth waiting one month for any 64 bit equivalents.
(edit)There are a bunch of 64 bit processor laptops about to hit the market during the next several weeks. You might want to consider a larger DTR (Desk Top Replacement) instead since they are far more capable though less portable. Regardless, because of demand effects and product transition effects, now might be a very poor time to shop. One month from now will almost certainly be better. Do consider the eMachines 6811. It probably will not be in the stores for a few weeks.
Here is a link for the 6811: http://www.e4me.com/products/products.html?prod=eMachines_M6811 the 6810 http://www.e4me.com/products/products.html?prod=eMachines_M6810 is a couple of hundred dollars less.
You might want to also consider these comments from Dan3 on another thread:http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=20277025
That school (NJIT) sucks. He should keep his 6809 and dump the school.
Especially interesting that CPU sales were weak and that 64 bit computers were sold out to the bare walls at Best Buy.
This is the only back drop that could have provided inteL the rational to think that it had increased its market share.
Oh! Damn ! Now you are infected as well !!!!
This absurd pattern will be broken.
Several transitions at the same time can do that.
I will not believe it even if michaeL hisssself says it, (He did once you know.) When Hector says it, I will believe it.
$16 in the pre eom