Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
This leaves the Yugo numbering system available for the use of AMD.
However, a more likely event is that AMD will once again find a deceptive comparison to ride on Intel's coat tails.
AMD now acts like it invented the basic X86 instruction set after it adds a few instructions to add 64 bit logical memory addressing.
John Crank, AMD's Athlon 64 product manager said the mobile Athlon would operate at 82 watts on the high end, not me.
Don't blame the messenger just because you don't like the information.
A mobile Prescott does not exist.
Don't you think that AMD must have a 130 nm SOI process problem if it procudes an 82 watt mobile A64 with only HALF the cache ??
AMD has an 82 watt Athlon 64 mobile chip.
All that and half the cache too. Wow, what a lap burner !!
http://news.com.com/2100-1006_3-5173124.html?tag=prntfr
Advanced Micro Devices has a few more chips up its sleeve.
The Sunnyvale, Calif.-based chipmaker has been quietly working to expand the distribution of its Athlon 64 processor in desktops and notebooks. The chipmaker is doing so by increasing shipments of a new version of its desktop Athlon 64 based on a processor core dubbed Newcastle and by launching a new mobile Athlon XP chip based on the circuitry of the Athlon 64. AMD also plans to soon release another Athlon 64 FX chip for desktop PC enthusiasts.
The Newcastle-based chips, which have recently become available in model numbers 2800+ and 3000+ and will soon include 3200+, may be the most notable change afoot. The new processors use half the Level 2 cache of AMD's original Athlon 64 desktop chip. Instead of coming with 1MB of Level 2 cache, the newer chips incorporate 512KB.
<snip>
"I'd expect to see Athlon 64 move into a 35-watt envelope, and our goal is to move (it) down into 25-watt (notebooks)," [John Crank, AMD's Athlon 64 product manager] said. Right now, the mobile chip runs at 65 watts to 82 watts.
AMD has an 82 watt Athlon 64 mobile chip.
All that and half the cache too. Wow, what a lap burner !!
http://news.com.com/2100-1006_3-5173124.html?tag=prntfr
Advanced Micro Devices has a few more chips up its sleeve.
The Sunnyvale, Calif.-based chipmaker has been quietly working to expand the distribution of its Athlon 64 processor in desktops and notebooks. The chipmaker is doing so by increasing shipments of a new version of its desktop Athlon 64 based on a processor core dubbed Newcastle and by launching a new mobile Athlon XP chip based on the circuitry of the Athlon 64. AMD also plans to soon release another Athlon 64 FX chip for desktop PC enthusiasts.
The Newcastle-based chips, which have recently become available in model numbers 2800+ and 3000+ and will soon include 3200+, may be the most notable change afoot. The new processors use half the Level 2 cache of AMD's original Athlon 64 desktop chip. Instead of coming with 1MB of Level 2 cache, the newer chips incorporate 512KB.
<snip>
"I'd expect to see Athlon 64 move into a 35-watt envelope, and our goal is to move (it) down into 25-watt (notebooks)," [John Crank, AMD's Athlon 64 product manager] said. Right now, the mobile chip runs at 65 watts to 82 watts.
You have a good point here about the model numbers.
If the report on the use of model numbers is true, the numbers will probably look more like the old iComp numbers that compared Intel processors against a base processor.
This just in: my cousin's brother-in-law said that AMD has started a recall for ALL of its 64 bit processors. This is due to problems with SOI and failures in the last batch of green AMD paint for the QuantiHurts labels.
This was confrirmed by the family dog who wagged his tail when he was told the story. Concrete proof that the recall is underway.
Now that this "fact" has been posted on the internet it has automagically become true. After a couple repititions it becomes irrefutable.
Now we have to junk ratings tied together -- Sun and AMD.
When you tie two stones together they still sink.
Wake up and smell the roses.
http://www.investorshub.com/boards/read_msg.asp?message_id=2489948
Hello! The sale of 400K shares is NOT option related.
Michael Dell's ambiguity is quite helpful to the Dell company interests. It allows maximum leverage on both AMD and Intel to extract concessions from each of them.
If Dell does choose to offer both Intel and AMD, it allows them to negotiate the best possible deal from both. If Dell ccooses to reain Intel only, it will certainly extract the maximum concessions from Intel.
Give Michael Dell big points for being a shrewd business man.
Clearly Sanders is dumping 400 K shares. The option exercise and sell is not too significant and is probably a normal action related to option management.
But the 400 K share dump is an indication of something significant. Watch out below !!
For a company the size of Intel, The IRS always conducts an audit of their returns. In fact, they usually have a full-time, onsite audit team at the major companies.
The IRS challenge simply means that Intel is agressive in their tax poliecies. The IRS disagreede with an Intel interprettion in the early '90s on an export pricing issue. Intel challenged the IRS ruling in litigattion. Many companies in Silicon Valley joined a defense fund to assist Intel with legal fees because they had the same issues. The result of the challenge was that Intel prevailed and everybody -- except the IRS was happy.
By the way, AMD contributed to the defense fund and benefited from the court decision. The tax departments of Intel and AMD are quite friendly and cooperate a lot together because they have common interests on tax issues -- minimize the tax bill.
Here is an "Incredible Achievement" for the AMD fans.
AMD's Booth Outside Intel's Developer Forum in San Francisco
http://www.tweakers.net/reviews/460
The number of instructions for the 64 bit extension to the IA32 instructions set is trivial in number. A logical description is IA32 Extension.
It takes a monumental ego to declare that these few tweaks constitute a new instruction set. It is like painting a new color on superman's cape and declaring that you are the original creator of the character.
Intel sells about 40 million processors per quarter w AMD sold less than 200 K Hammers in the most recent quarter.
ChaChing
One report states that Opteron -- the server part -- sold only 30K all last year while Xeon sold millions. Itanium sold over 100 K units.
ChaChing
a non-existant product that likely won't be out till welll into the second half of this year
When was Q2 moved to the second half of the year?
The AMD fans got all excited over the potential of HP adopting Opterons. Instead, the reality is that HP is one of Intel's IA-32E launch partners.
Poor AMD --always the bridesmaid never the bride
And the undershot on AMD earningss, care to comment?
I imagine not.
The dismal less than 200 K Hammer units in Q4?
I imagine not.
Fear is an emotion best kept to one's self.
When your champion can sell well less than 200 K units into a 140 million X86 a year market it is a bitter pill. Given the poor AMD profit performance it must be a very scary pill for the fanboy to swallow.
Remember when Hector said that the new breakeven point for AMD was $1 million revenue after the FASL acquisition? Very interesting that after a 1.2 billion Q4, AMD showed ony $46 million profit, with no taxes of course for the welfare queen.
Real companies pay taxes.
What happened to that other "expected" $150 million earnings? Was it only another "we deliver performed" but not really from AMD?
I can understand your problems comprehending. The concepts involved in patent licensing are specialized and unusual to many.
If you read what you cited carefully, you will find support for the notion that IBM and Intel have a broad cross license.
Big Blue "prefers to trade tech rather than license tech" this is correct. Both Intel and IBM have strong semiconductor portfolios. Either company could stop the other from manufacturing a semiconductor. This is the MAD pricnciple that kept the Russians and the US from firing nuclear missles at each other. The solution: a peace treaty aka a patent license that trades all of our stuff for all of your stuff. In the licensing business this is called a "broad" cross license.
"IBM insisted on a trade, Intel might have to face a horrible taste in its mouth by giving away its "IP crown jewels" Intel would and Intel did. Remember Blue Lighting, a 386 clone? That was possible because of an Intel license. Competition must involve better products, better technology, better solutions.
Even bitter competitors such as AMD and Intel understand that a patent cross license is a better solution than endless war. But it did take Intel and AMD a bloody 10 year war to figure that out.
Well it happens to be true. Thje fact that you don't have the knowledge is a problem that can be fixed. If you hve several thousand $$ you can a primer on the subject from a law firm in Silicon Valley. Start with the firms that have represented competitors of Intel.
Oh by the way, what is the source for your knowledge on the "major exclusions" for SOI and other things? Automagically making the assumption does not work. Perhaps you can educate us more about licensing practices in the semiconductor industry.
Make that $400 per hour. The information I gave is only the first hours worth :)
The Cyrix law suit with Intel involved the use of IBM as a foundry. The Court opinion presented a lot of information on the IBM/Intel cross license. A good but imprecise summary of the license is all of our stuff for all of yours in the semiconductor field. That includes both manufacturing and IC design patents
The legal network in Silicon Valley has had a lot of experience advising start ups on these IP licensing issuesand for $400 [edit: per hour]can give you plan on how to avoid Intel's or IBM's or Lucent's patent portfolio. An element of any business plan presented to a venture capital firm today is how to handle the IP portfolio of the major player(s) in your chosen field.
Not covering IBM's SOI IP. And not covering most of Intel's crown jewels.
False and False. It is well known in the licensing and legal community that Intel and IBM have a broad cross license. Go ask the many law firms in Silicon Valley that represent the various Intel competitors.
IIRC, such cross-license agreements already exist and have existed for quite some time. Am I correct?
You are abolutely correct. The Intel cross license allowed IBM to become a foundry for Cyrix that allowed use of Intel's X86.
Foundry customers know that Intel patents can be neutralized by using IBM as a foundry. So if you have a problem with Intel use IBM's high cost foundry service to avoid Intel's patents.
Intel is demoing a "CT" because it can. Intel also had a working "CT" in 2003 before AMD could get its gnat to work.
Consider that Intel can and has demoed the manufacture of SOI parts. But the technology is not effective so Intel does not use SOI in production.
Leave it to AMD to rely on clumsy, high-cost, low-yield technology for their manufacturing.
At less than 200 K units per Q the baby gnat is no theat to the about 40 Million units per Q of Intel processors.
But of course AMD has so much POTENTIAL to do well. By the end of this year AMD should be able to sell 400 K per Q. Then it will reach the milestone of having a 1% market penetration for the gnats. LOL
That is really neat. Intel had a working X86 chip with 64 bit extensinons well before AMD had the Hammer working.
Meanwhile AMD labored for another year to give birth to a gnat. Less than 200K Hammer processors were sold in Q4
A motherboard maker builds an out of spec board that does not meet electrical and other specs. Using Droid logic this is considered a processor bug instead of a defective motherboard.
Great logic there. Say it once and it "automagically" becomes true.
The AMD aviary of fans is the most important manufacturing facility for AMD.
AMD has something Intel does not. Maybe two.
They sure do. AMD has 2 solid years of losses.
Customers pay much more for real silicon that gets the job done fastest and most efficiently.
Less than 200K customers voted for the purchase of AMD64 processors in Q4. Not a very strong vote of confidence for that batch of "real silicon".
Check the Q4 conference call. Ruiz replied negatively when asked if 200 k or more 64 bit processors were sold.
Reports before the CC of comments from mother board vendors indicated that 170 K were sold instead of the 350 K forecast by AMD.
I expect a wholesale migration to Opteron.
Well the migration sure didn't build any momentum in Q4. All flavors of A 64 sold considerably less than 200K units. Even sad sack Transmeta had better numbers than that.
Sounds like you are worried what those extra transistors are going to do. Twice the transistors for the logic core should produce twice the power but it doesn't.
You Droids sound afraid -- very afraid. As well you should.
Darbes' prediction and that of the "expert" he selected looks a little weak. Perhaps laughable is a better characterization.
...Prescott's launch frequency will be 2.2GHz or 2.4GHz, not the 2.8GHz initially thought....
http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=19620257
I am not certain but I would be amazed if the IBM and Intel license witholds SOI patents. The standard license for the big semiconductor companies is all of our semiconductor stuff for all of your semiconductor stuff.
However, a few key products may be witheld. Motorola witheld a license for 68000 compatible products and later for Power PC products. Intel often withholds X86 compatible products. However, AMD has an X86 license but not an IPF license.
Intel is avoiding SOI because of IBM patents, not because they don't need it, right?
No, IBM and Intel have a patent cross license. This license was used by Cyrix in the past to avoid the Intel patents when IBM was its foundry. Others currently use the IBM foundry for that same purpose.
Regarding Cray as an index of AMD's success.
Cray took a huge drop today -- 28% currently -- after it reported earnings. Apparently its guidance was negative in the minds of the market.
Perhaps the Cray drop triggered the AMD drop. Red Storm is one of 2 key products it will introduce in 2004. But that linkage seems a little thin. The success or failure of Red Storm should not affect AMD in any significant way.