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Only because Charlie says "Sept/Oct" was the original schedule. If Merom launches Sept/Oct, and you want to call that "not late", that's fine with me.
That would be a 4.0GHz AMD part. LOL!!! Try again.
Won't you be surprised when they demo one at CeBIT. All Rev F parts will have a 4-way crossbar.
LOL, but bugs in an engineering sample less than 2 months before launch is bad news, and lo and behold, production Presler is broken.
Annoying graphs whose y-axis don't start at zero...
Or if they switch to AMD because of performance, power, price, and quality-assurance reasons, it doesn't matter to the customer.
Kate, the BIOS "workaround" DISABLES thermal management. So, as I said, Presler thermal management is broken until Intel respins.
No, it'll be the "Pentium 9xx WE" (Working Edition).
Mmm, good point there, smooth. If you leave the thermal management features active the System May Hang, per Intel, but you, smooth, don't think that qualifies as being broken.
Okay, then-- well, thanks for that very worthwhile point of view.
Yes, broken. Intel says: During an Enhanced HALT or Enhanced Intel Speed Step Technology Ratio Transition the System May Hang
I'd say that more than qualifies as "Presler's thermal management is broken."
The BIOS "workaround" shuts off those features. A fix "is planned", apparently in the next stepping, rumored for Q2.
So again, I ask-- who the heck wants to buy one of these defective Preslers? I'm actually surprised they didn't pull the launch. And I suspect this is what delayed Dempsey into Q2, as well.
FYI here's where Intel describes Presler's broken thermal management:
http://www.intel.com/design/Pentiumxe/specupdt/310307.htm
http://download.intel.com/design/PentiumXE/specupdt/31030702.pdf
See erratum AA30 on page 24.
The "BIOS workaround" is to shut off EIST and Enhanced Halt. 3rd parties claim it'll be some time in Q2 before Intel ships Preslers without this problem.
So who wants to buy these first defective parts?
This may explain the unprecedented demand AMD has talked about w.r.t. desktops, verified by its current commanding presence in US retail stores like BestBuy, CompUSA, CiruitCity, etc.
OEMs were probably informed of the defect at least a couple months ago, and that may have given them even more reason to go with AMD in their desktop lines.
Given Intel's current product weakness in desktop and server lines, they must really be hoping that Core Do-over will tide them over until the end of the year.
Don't believe Intel?
http://techreport.com/onearticle.x/9256
Say what?
Well, don't forget that these first Preslers Intel is selling should probably be recalled, as they have broken thermal management.
ROFLMAO, his posting his mad you silly boy... Once again, in English?
sounds like some sour grapes going on there, I wouldn't believe what he says about 2008
Change 'he' to 'she', and '2008' to 'anything', and you've given sound advice for the interpretation of your own posts on this board! <ggg>
I don't think that's a serious argument (from Dell).
LOL! What's the matter, Smooth, Merom troubles got you in a bad mood?
You guys must be discussing something other than the server segment. AMD could supply the *entire* x86 server segment, let alone Dell, using less than half of Fab 30. So they would sell fewer Semprons-- who cares. Earnings would go through the roof.
DB missed the runup. Sold shares in Sept @ ~$20. Guess they want an entry point again.
sgolds
Your #1 already happened-- as predicted, the runup wasn't much due to any Dell rumors, but rather upwards earnings revisions. (See #3)
As for #2, AMD's 90nm parts are holding their own against Intel's 65nm so far, just like 130nm vs 90nm. And SiGe 90nm parts are coming in a month or two.
#3 Finally, consider that AMD estimates are being revised up. Think about earnings of $1.50/sh in 2006, $2.50/sh in 2007. What kind of forward P/E is appropriate for earnings growth like that? 30? 40?
That's right-- he has a gain, not a loss, the government would love it if he sold, paid short term, and bought back. Wash sale rule doesn't apply.
For one thing, Apple has said they are taking orders online, but won't be shipping their systems until February.
Wrong. Apple is already shipping the Core Duo iMacs. Only the notebook is delayed until the Dell timeframe of mid-Feb.
You've got another chance to ride AMD up through 37, Kate. Better hurry.
Hey Kate, AMD is at $37, your magic number. Did you heed my advice to switch out of Intel and into AMD if you wanted to see $37 anytime soon?
Uh huh. Weren't you buying at $2, then $1, then $.50... see a trend here?
"Busy assembling their showcase system" LOL! That must explain their stellar stock performance. Got any other bright ideas for investments?
Whether Intel or AMD will have a 5% performance advantage should not be the only factor in your investment decision. I'd suggest considering AMD's capacity and unit ramp-- it's almost certainly more important.
And Conroe clock for clock without IMC will likely perform better than A64.
Doubt it.
My fear was, and maybe still is, that Conroe and Woodcrest are going to launch around 3Ghz or more. I don't think AMD will be able to compete with that in that timeframe.
The K8 has an IMC-- Conroe and Woodcrest don't. And for Woodcrest, AMD can always deploy QC. And of course, Intel will have nothing competitive beyond 2 sockets.
Montecito is here? I don't think so. Tell that to SGI. LOL.
IDC said 18B? Many years ago? Well what happened, then?
Alan. Merom is NGA. Don't you believe Intel?
http://www.intel.com/technology/computing/ngma/
Platform-Scalable Architectures
Intel's next generation microarchitecture will provide a solid foundation for new mobile, desktop, and server processors. Here is a sneak peak at the products in each platform group.
Mobile Platform
Intel is developing a mobility-optimized, dual-core processor based on next generation microarchitecture, codenamed Merom, targeted for introduction in the second half of 2006. The Merom processor will work within the Napa Platform that is planned to launch in early 2006.
[...]
Conroe and Woodcrest have different thermal requirements, so we can't yet assume they are similarly delayed.
Maybe the Inq will comment on this story, perhaps Charlie in particular, as his essay on 2006 mobile had Merom coming very early in Q3. So, one assumes he will try to confirm or deny that there has been a change since.
Yes. Two and a half years ago. Once again you show that
you know sweet **** all about IPF yet feel compelled to
comment anyways.
Is it your losses in INTC and SGI that make you so unhappy?
Gartner? The ones who predicted IPF would be an $18B market by now?
IPF is dead. Dead, dead, dead. If Montecito ever gets here, it's likely to be outperformed by then current AMD and Intel x64 offerings. So not only is it burdened with an arcane ISA, but it offers no performance advantage. There's a real recipe for success.
Pete, Joe was channeling wbmw in that post.
Precisely why IPF is dying.
System availability, yes. 8xx parts were available at launch in late April, at least per the PR at the time.
Merom slips, runs hot, & its future platform is defeatured.
- From early Q3 to September.
- Running hotter than Intel expected.
- 'Santa Rosa' platform for 2007 loses DDR3, faster FSB, etc.
http://www.tgdaily.com/2006/01/11/merom_to_be_launched_in_september/
Intel to launch Core Duo successor "Merom" in September
Wolfgang Gruener
11 Jan 2006 23:47
Chicago (IL) - Intel is on track to introduce its next-generation mobile processor "Merom", which will also serve for as foundation for a range of desktop and server processors, in September of this year, TG Daily has learned. Merom will launch at 2.33 GHz and bring 64-bit capability to a refreshed mobile processor platform, code-named Napa64.
Within the past two weeks, Intel introduced what is most likely, its broadest processor introduction in the firm's history. At CES, Core Duo was announced and, according to Intel, is available in well more than 230 designs, 110 of which are Viiv entertainment center PCs. And while Apple is still promoting the launch of the first Intel processor in its systems, sources provided us first details about the successor of the CPU.
Intel apparently has scheduled the launch of Merom for September of this year. Back in Fall of 2005, it had been speculated that Merom would arrive very early in Q3 of 2006 and possibly could have been the processor Apple wanted to use for its transition into the x86 world. Whether Merom is delayed or not, a September delivery date was too late for Apple to make the x86 move in order to be able complete the transition buy the end of 2006. Core Duo therefore was the obvious choice.
Core is a 32-bit processor, mainly because 64-bit support would have required more transistors and would have negatively impacted power consumption of the chip, we were previously told by Intel executives. This is not a big deal right now, as 64-bit applications are rather scarce. However, according to sources, Windows Vista and Microsoft's upcoming Office suite will introduce 64-bit extensions in the 2007 timeframe which, as a result, will not be supported by Core.
Users who rely on 64-bit computing already today and would like to purchase a product that will run all features of Vista and Office in the 2007 will have to wait for Merom. The processor is based on a newly developed architecture that will spread its genes throughout Intel's processor portfolio. At least half a dozen Merom derivates for desktop and server platforms are scheduled to arrive between September 2006 and the first quarter of 2008.
Sources told TG Daily that Merom silicon as part of the Napa64 platform (Calistoga chipset) is on track, but currently shows higher power consumption levels than the company anticipated. Preliminary tests also revealed than power consumption under Vista is about 5 to 10% higher than under Windows XP. Intel plans to introduce Merom at 2.33 GHz, with the option to also offer 2.5 GHz, if thermal design power (TDP) goals can be achieved.
Napa64 is considered to be a refresh of the current Napa platform for the Core Duo processor. Details on the feature enhancements are still missing, but it is a good guess that Intel will introduce chipset enhancements we described not quite two weeks ago - such as HDMI, HD audio and a trusted platform module (TPM).
A completely new platform for Merom will be arriving in the second quarter of 2007: There is little we know about this platform, which is code-named Santa Rosa, so far. However, sources indicated that the platform originally was planned to carry DDR3 memory, FSB1066 as well as a major graphics upgrade - all of which have been dropped. Also, the platform is unlikely to be capable of running HD video through hardware decoding. For example, ATI is expected to have such a feature available for mobile platforms through its RS600 chip sometime in 2006, while Intel apparently will not support hardware HD video decoding until 2008, sources indicated.