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.
Intel Reports on Corporate Social Responsibility Performance
http://biz.yahoo.com/bw/040527/275475_1.html
SANTA CLARA, Calif.--(BUSINESS WIRE)--May 27, 2004--To support its ongoing commitment to transparency and accountability, Intel Corporation has published its third annual report on its corporate social responsibility efforts.
Highlights from the Intel Global Citizenship Report
The employee injury rate remained at world-class levels.
Global waste recycling teams exceeded their goals for 2003 by recycling more than 66 percent of chemical waste and 74 percent of solid waste worldwide. This represented a total of 40,000 tons of materials recycled - and saved hundreds of thousands of dollars in landfill costs.
The Intel® Teach to the Future program has trained more than 1.5 million teachers in 33 countries to use technology effectively to improve student learning.
The Intel Computer Clubhouse Network launched 10 new sites in Ireland, Ramallah/West Bank, South Africa and the United States, bringing the number of sites to 68.
During 2003, Intel contributed more than $100 million in cash gifts and in-kind giving worldwide.
Too Little, Too Late
http://www.overclockers.com/tips00591/
What does this have to do with AMD releasing a slower Hammer? It's basically the same strategy: Buy a socket 754 system now, buy a socket 939 a little later, and then buy a socket 900 a little later than that.
You might recall that AMD initially said that they would not release a desktop Hammer at speeds of less than 2GHz, and for a while, they did just that, configured Dresden for a million plus CPUs a quarter, and waited for the cash to roll in.
If AMD had put this processor out last October or November or even January, it would have been terrific. Now, it's too little, too late for anyone in this audience outside of those far, far behind the curve.
*** Well, all I can say is, since AMD originally said they wouldn't come out with Hammers < 2 GHz, and now that they have, by applying Joe Halada's definitions, then AMD must be run by a bunch of Liars. Somehow though, I have a feeling that in Joe's mind, there will be an "explaination (cough), that somehow magically his definition of Lying, ie: saying one thing initially, then changing your mind, and doing something else as market conditions dictate, does not apply to AMD in this case, only to intel. Anybody wanna bet?
Pentium M Dothan desktop demoed in Japan
http://www.theinquirer.net/?article=16134
JAPANESE SITE Akiba PC Hotline has some pictures of a great big box using an Intel Pentium M, and without a fan.
Nvidia confirms Intel PCI Express relationship
http://www.theinquirer.net/?article=16204
INTEL WILL use Nvidia's "top to bottom" family of PCI Express graphics units as part of Chipzilla's wall to wall Grantsdale chipset launch, the graphics firm said today.
Nvidia claimed it has already shipped over 4,000 PCI Express boards - presumably Grantsdale ones, to its customers and to its pardners. Yee ha!
Intel invests in Japanese chip chemical company
Registration required
http://www.siliconstrategies.com/article/showArticle.jhtml?articleId=21100290&_requestid=328303
TOKYO -- Intel Capital Japan and Jafco Ltd have invested US$4 million in Tri Chemical Laboratories Inc., a manufacturer of semiconductor materials., Intel said Wednesday (May 26).
Tri Chemical has been developing specialty semiconductor materials such as interconnect and deposition materials, optical fiber materials, etching gases, and special reagents since 1978.
Dialog, Intel sampling low power combo for mobile devices
http://www.commsdesign.com/news/showArticle.jhtml?articleID=21100300
LONDON — Dialog Semiconductor Plc has started sampling a tightly integrated system level power management IC that in one CMOS device supports both a communications processor and the Intel PXA27x family of applications processors.
Please be nice. Here is the link to the viewpoint of an Intel investor and speaker at the 2003 Intel Annual Stockholder's Meeting and should be read by all:
http://www.investorshub.com/boards/read_msg.asp?message_id=1034099
carl
I can't actually see the chart that you reference, so I can't tell if the increase is linear from 1997, or did it increase in the past few years?
The reason that I ask, is because there is a rational explaination for increases in stock options granted in the last 5 years or so. This is just IMO, and afaik, was not stated intel policy anywhere.....
Most semiconductor investors are well aware of the hard times semiconductor companies have had for the past few years. Reports of Dozens of announced layoffs, and cutbacks were popping up almost daily for awhile there, and at least weekly for sure. Just about evry Semiconductor company laid off some employees. Well, almost all, except for 1. Intel.
What do you suppose they did instead? Eat those higher personell costs? It surely wasn't reported anywhere that I saw, but I happen to know that what they did was cut the yearly raises. In the past few years, performance raises were severly curtailed, and I even heard that they were cut off completly once or twice during the past few years.
So, how are you supposed to retain your best people.....? Remind them that they're lucky to even have a job? No, that doesn't work, trust me. Maybe..... you grant higher stock options to most, if not all employees, hoping that the promise of better times, and therefore profitable exercisable options available in the future. Sort of a "Hang in there, things will get better" incentive.
Like I said, There is no documented evidence of any of this, just my pure speculation based on..... observation.
By the way, we've pointed out to Carl in the past that he seems to be focusing his anger on Intel, even though many other companies are in the same position. So far, Carl has not attempted to justify this observation.
You know what's even more interesting? While Carl was running for Governor, I scoured his web page looking for some sort of platform statement advocating the expensing of options and/or criticizing Silicon valley companies for huge stock option awards. Know what I found?
Nothing
For someone who appears to be so feverent about the issue, you'd expect some sort of statement, wouldn't you? Nope, nothing. Some people might therefore conclude, that Carl really doesn't care beans about options, and either sold out for political gain, because he didn't want to piss off any companies located in his potential state government, or, carl really is pissed off specifically at intel because he lost big time, way back when the bubble burst.
Or Both
Moore no doubt quit in disgust over the huge dilution taking place. If you have followed Intels annual stockholders meeting you would have observed that Moore’s son was the first speaker at the podium a year or two ago. He questioned the huge stock giveaway program that Intel was guilty of.
*** That's not what the story says, it says he retired from the Board at age 72, and that 72 is the mandatory retirement age for Board members.....
http://www.eetimes.com/story/OEG20010601S0066
Hewing to Intel Corp.'s mandatory retirement age of 72 — a policy he imposed himself about 20 years ago to assist in succession planning for the board of directors — Moore retired from the board of the company he co-founded in 1968.
Barrett's pay reflects Intel's philosophy
Requires Registration
http://www.mercurynews.com/mld/mercurynews/business/technology/8737550.htm?1c
Compensation experts agree that Barrett's salary, plus bonus and gain on stock options exercised, was less then other big Silicon Valley companies in 2003. In the Mercury News' annual ``What the Boss Makes'' study, Barrett ranked No. 22, below the chief executives at Apple Computer, Yahoo and Oracle, with his 2003 compensation of $9.25 million. [San Jose Mercury News}
Intel's next-gen Xeon chipsets to hit 1066MHz
http://www.theregister.co.uk/2004/05/24/intel_blackford_chipset/
Exclusive Intel has peppered its server processor line with hints of confusion after announcing a recent shift in strategy, and we hope to do the company one better by revealing a new Itanium processor and the next-generation of Xeon chipsets.
A presentation by one Herbert Cornelius, technical marketing manager at Intel EMEA, briefly popped up on the web last week and broke word of Montvale to the world. Montvale, it appears, will follow the dual-core Montecito processor - the fourth generation of Itanium - and precede Tukwila. This means Montvale arrives in 2006 most likely as a speed bump to Montecito.
HP IPF Growth Accelerating?
Thread from RWT
http://www.realworldtech.com/forums/index.cfm?action=detail&PostNum=2342&Thread=1&entryI...
Name: Paul DeMone (pdemone@igs.net) 5/18/04
Here's the link:
http://www.hp.com/hpinfo/investor/financials/quarters/2004/q2.html?mtxs=home-corp&mtxb=B2&mt...
"Enterprise Storage and Servers reported revenue of $4.0 billion, up 8% year-over-year, led by 15% growth in Industry Standard Servers, which posted record revenue and unit growth of 32%. HP Superdome server orders and shipments achieved another quarterly record. Revenue in Intel® Itanium®-based HP Integrity servers almost doubled sequentially."
In comparison HP's IPF sales in 4Q03 were up 60% over
3Q03 sequentially.
So much for the "February surprise" at IDF.
What Am I Making?
So, look at the ingredients below. Can you tell what we're making? NitroGlycerin? Some sort of new Drug Breakthrough? The Elixer of Life? Look a few lines below the ingredient list to find out
1. 532.35 cm3 gluten
2. 4.9 cm3 NaHCO3
3. 4.9 cm3 refined halite
4. 236.6 cm3 partially hydrogenated tallow triglyceride
5. 177.45 cm3 crystalline C12H22O11
6. 177.45 cm3 unrefined C12H22O11
7. 4.9 cm3 methyl ether of protocatechuic aldehyde
8. Two calcium carbonate-encapsulated avian albumen-coated protein
9. 473.2 cm3 theobroma cacao
10. 236.6 cm3 de-encapsulated legume meats (sieve size #10)
To a 2-L jacketed round reactor vessel (reactor #1) with an overall heat transfer coefficient of about 100 Btu/F-ft2-hr, add ingredients one, two and three with constant agitation. In a second 2-L reactor vessel with a radial flow impeller operating at 100 rpm, add ingredients four, five, six, and seven until the mixture is homogenous. To reactor #2, add ingredient eight, followed by three equal volumes of the homogenous mixture in reactor #1. Additionally,
add ingredient nine and ten slowly, with constant agitation. Care must be taken at this point in the reaction to control any temperature rise that may be the result of an exothermic reaction.
Using a screw extrude attached to a #4 nodulizer, place the mixture piece-meal on a 316SS sheet (300 x 600 mm). Heat in a 460K oven for a period of time that is in agreement with Frank & Johnston's first order rate _expression (see JACOS, 21, 55), or until golden brown. Once the reaction is complete, place the sheet on a 25C heat-transfer table, allowing the product to come to equilibrium
.
.
.
.
.
.
Use these "Chemical Ingredients and Instructions" to make...... Chocolate Chip Cookies
Furthermore, it is interesting to know how a company that was basically rumored as going out of business can put up $ 2.5B for a new fab ...
Furthermore, it's really interesting to know that when you dig a little deeper, a person would discover.....They can't. They're putting it up with loans from German Banks, and loan guarantees from the German Government. It's called using other people's money because you can't afford it yourself. Nothing wrong with that, as long as you're able to pay the money back when it's due.
Intel PCI Express and 775 CPU get going over
The inquirer actually doesn't bad mouth it.
http://www.theinquirer.net/?article=16014
Yeah, barely..... Even so, I couldn't help noticing that the way the text was written, it almost sounds like ole Fuad Abazovic nearly choked on his own words. Too bad..... Not
re: Intel holders vote to expense options
What a difference a year makes, well now the ball is on the boards side of the court.
Yeah, but it's still only "advisory", so the Board doesn't have to do it. Though It might not be too wise for the board to blow off the desires of the shareholders. They might have long memories come board re-election time.
Intel holders vote to expense options
http://tinyurl.com/375jr
SAN FRANCISCO (CBS.MW) - A majority of Intel shareholders voted Wednesday in favor of a proposal asking that the world's largest chipmaker expense option grants to employees.
The proposal passed with 54 percent in favor of the measure. An identical proposal last year was defeated with 48 percent voting in favor.
The proposal only requires that the board of directors consider the change, but does not obligate Intel (INTC: news, chart, profile) to take action.
"AMD Hits The Wall, Too"
http://www.overclockers.com/articles1025/
Some leaked data (no doubt from within some mobo company) reveals some important news about AMD's future processors.
Easily the most noteworthy of these tidbits is the statement that the 90nm chips will chew up 104 watts at speeds of less than 3GHz (2.6GHz in the case of the FX, probably 2.8GHz in the case of an Athlon 64).
These wattage numbers are just as bad as Prescott.
*** I know, I know..... AMD's new logo should be....
AMD..... Feel The Heat!
Intel Unveils $2B Expansion in Ireland
http://biz.yahoo.com/ap/040519/ireland_intel_7.html
DUBLIN, Ireland (AP) -- Intel Corp. announced a massive $2 billion expansion to its plant in Ireland for manufacturing a new generation of ultra-fast microprocessors.
Intel, the world's largest chip-maker headquartered in Santa Clara, Calif., said it planned to build a 60,000 square-foot facility for manufacturing its next planned chip line, called Fab 24-2. Construction will begin immediately and production of the new chips in early 2006, the company said.
I would have preferred Fab24x, ala F11x, but nobody asked me
When Intel adopted the usage of model numbers, I made the following prediction:
http://www.investorshub.com/boards/read_msg.asp?message_id=2626535
It appears I was wrong in the timeframe. AMD's marketing department appears to be reacting far more quickly than I thought.
Hey..... Did you borrow my crystal ball? Give it back please
Over at Ace's they said of Anands - "site had been slipping for a while" but since THG said the Prescott just doesn't deliver I'm sure "THG's has been rising lately" type of thingy.
Yeah, I'm not surprised. Look for the AMDroids opinion of a Web Site, to change in direct porportion to the positive/negative coments they make about AMD and/or intel. Here's a handy AMDroid translation key.....
AMDroid Web Site Evaluation Key
Positive AMD comments and/or negative intel comments = The web site is brilliant, and the writer a God, as far as Tech reporting is concerned.
Negative AMD comments, and/or positive intel comments = The web site sucks, the writer is an idiot, or an paid intel shill, or it doesn't matter anyway. Ignore it all.
AMD hints at 90nm ship slip
http://www.theregister.co.uk/2004/05/18/amd_90nm_slip/
An AMD executive has tacitly confirmed that AMD will not ship 90nm Opterons in significant volumes until the fourth quarter.
Quoted in the company's announcement of its Opteron 150, 250 and 850 processors today, AMD's Microprocessor Business Unit chief, Marty Seyer, says: "We have already begun initial production of 90nm AMD64 processors, and we are on target to begin shipping 90nm processors for revenue in the third quarter."
The key phrase is the reference to "shipping... for revenue". That's essentially the same language used by Intel last year when its said it was on track to make "revenue shipments" of its 90nm Pentium 4, 'Prescott', by the end of Q4 2003. In the end, Prescott was not launched until 15 February 2004.
*** See, I'm not as confident as some in AMD's ability to get 90nm into "High Volume" Production. In the semiconductor development work that I've done, during the development, each engineer is very compartmentalized. They're mostly concerned with making their specific module "work". The problem with that, is that you mostly won't see the "integration" issues between the modules until you start to ramp. Then all those inter-module issues come up.
*** The second issue to bite people, is that the initial engineering lots are almost always run on the best tool in the individual module. while that is great for seeing if the process works, once again, you are not going to see the influence from tool to tool variation until you start to try to ramp.
*** Of course, eventualy you work out all the issues, the question is, what is the magnitude of the integration issues, and how long will it take to fix?
AMD to copy Intel model numbers:
I almost laughed out loud.
http://www.anandtech.com/cpu/showdoc.html?i=2056
HawHawHawHawHaw, I didn't have an "almost". I'll bet you won't see the AMDroids referencing this Anand article, like they often do. It's not AMD flattering. No doubt Anand will now be classified as (pick one)
a) Bought off with intel advertising
b) A paid intel shill
c) An idiot
d) All of the above
"You Just Keep Me Hangin' On"
http://www.overclockers.com/tips00583/
AMD Tidbits There was a ground-breaking for a new AMD fab today. Unfortunately, when it comes to answer questions about what AMD is going to do in the near future, it's the same old song. They just keep you hanging on.
Dell packs Bluetooth, XScale into Axims
http://news.com.com/2100-1041_3-5214993.html?tag=nefd.top
The handhelds are all powered by Intel's PXA270 processors, making them among the first products to use the XScale mobile chips, which were released in April. The chips, formerly code-named Bulverde, are designed to bring the processing performance of handhelds closer to that of notebooks and to cut back on battery power consumption.
He Must Be Reading The AMD Mod Thread
The Cost of Delusional Investing
http://biz.yahoo.com/fool/040517/1084812960_1.html
Those are extreme cases. But for a long time Advanced Micro Devices' (NYSE: AMD - News) shareholder base has ranged from the "enthusiastic" to the "fanatical." An AMD mention that is insufficiently glowing nearly guarantees that the author will be shredded on sites and message boards devoted to AMD investing. Heck, even no mentions of AMD have been known to do the trick. The buzz on AMD has always been that its technology in certain markets is superior to Intel's (Nasdaq: INTC - News), the dominant player in semiconductors, and that market uptake of such would propel their investments skyward. Instead, AMD today trades at half of what it did in 1998, and its managers have made a near cottage industry out of lifting the hopes of its investors, only to fail to meet expectations.
AMD's Hypertransport Is Dead
So, it appears that the person who headed up the Hypertransport Consortium, and worked for AMD has moved on to another job, so therefore Hypertransport is dead.
http://www.theinquirer.net/?article=15930
GABRIELE SARTORI, who headed up the Hypertransport consortium and worked for AMD, is heading off for pastures new, the INQUIRER has learned.
Sartori has started work for Luxtera, a firm based in Carlsbad, California working on nanophotonics.
What's that I'm hearing Droids say? Just because the person who headed a project quits to take another job at another company, that doesn't mean the project is dead? Oh No No No No No..... I just got finished reading days of Droids postings stating that the departure of Fister from intel means that Itanium is dead, so using that same Driod logic, the departure of Sartori, the Hypertransport head, MUST therefore mean Hypertransport is dead. The same sort of "logic" should apply, right?
I mean according to Droid logic, it couldn't possibly be that GS just simply got tired of doing the current job, or a better opportunity was offered elsewhere, or possibly any one of thousands of other reasons, No No No No No, it is CERTAINLY due to AMD getting ready to kill the entire Hypertransport technology project, and GS is running for the hills. Yeah, that's it, not personal opportunity, No, it's AMD about to kill Hypertransport. That's it, it's so "obvious"
My guess is that it was fused off to hinder competitive
analysis and potential hacks. It would almost certainly
be fused off if the 64 bit mode was not fully debugged
and verified at the time of manufacture.
Yeah that's what I thought too. Darn, but ya saw where I was going with that, right? "Turn em all on, instant EM64T" Whoooo Hooooo!
I Was Just Thinking.....
So, let's assume for a minute that the reported dark transistors in Prescott are EM64T, I wonder, are the dark transistors fused at End Of Line, or just deactivated? If so, would it be possible to reactivate them in Prescotts already sold with some sort of BIOS reflash? Granted, there would certainly be alerts issued requiring updated and/or even exotic cooling solutions for previous stepping Prescotts, but I guess I'm asking, since I'm not a BIOS expert, is if anyone knows if it is technically possible?
The work probably started in 2000 as it is based on the x86-64 spec of the time. It would be a fine achievement to have it ready before WinXP64 if they do which would leave A64s only relying on their performance as they do now. Only the paranoid survive, heh. I am assuming of course there will be no performance hit from EM64T which will have an Itanium x86 effect.
*** I don't have any insight into the performance of EM64T, much less development dates information. If intel did have functional 64bit dark transistors in Prescott, it would seem to be a great waste of Silicon real estate if it didn't work. I'm guessing it did, but the power envelope would have been that "Nuclear furnace" that intel was referring to.
64bit will be something everybody will benefit from as a sales driver. I will upgrade to probably a 90nm 3Ghz A64 with WinXP64 ,to play fully 64bit games, when the o/s has been established even though my o/c 2.4 Ghz Barton is currently fine performance-wise. See, a high-end sale where there was no real need.
*** Sure, me too. I'm typing this on my P4 HT 2.4GHz 800FSB Desktop, and it runs my Diablo II, and my cablemodem just fine, thank you. That, and touring around with my Centrino laptop means I don't have any near turm purchasing plans, 64bit or not.
What I am curious to know is if there is also an embedded proprietary x86-64 embedded in there as well from earlier. Might explain the huge transistor count. However with 2Mb, 1066fsb, 64bit and 4+ Ghz Prescott's reputation vis a vis Northwood would be restored imo.
*** Just guessing based on the silicon real estate required for it, Prescott probably had it from the beginning, but I'm not sure how it would have fit into Northwood on 130nm with that die size. Besides, I don't believe the Northwood development timeframe fits the EM64T Development timeframe. JMO.
If you think that Intel executives' lying about company's intentions is enhancing its image with anyone, be my guest. I think the ones not laughing are those who believed what Intel was saying at the time, who went on the limb and invested money in Itanium, which was to be Intel's sole 64 bit strategy.
I don't think HP is laughing, I very much doubt SGI is laughing, software developers who developed for Itanium are definitely not laughing, and the least of all, I don't think any end users who paid money for Itanium based systems are laughing.
*** I think HP was well aware of intel's EM64T technology development, I think that's why they came out with machines using AMD's 64 bit technology. They obviously wanted to validate the platform, before switching it over to EM64T And as far as SGI position, your fantasy only holds true if you subscribe to the DougSF30 theory that Itanium is dead. It's not. intel will continue to improve Itanium, and add features to it for the big iron market, while taking over the lower end workstation and desktop market with EM64T. It's that "Top To Bottom" roadmap intel was talking about.
Isn't a better question why Intel shareholders don't care? There are a lot of people in the industry who pay attention what a companies say, they analyze it, come up with strategy based on it, advise clients based on it. There are a lot of people out there who will take everything that Intel says with a truckload of salt.
*** Oh, I think HP knew, Dell knew, and probably even Gateway knew. And I'll just BET all the motherboard makers knew too. Do you think there'll be EM64T Motherboards available this summer? Me too. I think that the companies that need to know about intel's plans, do know. The only ones who DIDN'T know, were intel's competitors, who intel doesn't want to know.
When asked what is likely to happen, instead of answering A, B and C, they will say: "Gee, Intel says A, B and C, but let's just wait what they do, because it is just as likely that they will end up doing just the opposite of what they say."
Joe
*** Ya know what? I don't give a crap, if Mike Magee, or Vans Hardware, or Anand, or THG have the right, or wrong info, or not. As long as intel's partners know about it, that's what concerns me. I guess it's too bad for the AMDroids that AMDZone didn't sooner get ahold of this recent EM64T bombshell that intel dropped on the industry, eh? Too Bad..... Not.
Alan, he's just pissed off because it takes some of Amd's advantage away.
Some.....? As far as 64bit advantage, IMO, try all. I only expected intel to come out with EM64T in it's upper echelon chips, and new processors going forward. With intel coming out with EM64T across the processor product line means that most likely we will soon see EM64T Celerons, all the way up to EM64T P4EE and it's dirivitives. AMD's plan for 64bit dominance just blew up in their face. It's therefore understandable that some of the AMDroids are PO'd.
Alan, he's just pissed off because it takes some of Amd's advantage away.
Some.....? As far as 64bit advantage, IMO, try all. I only expected intel to come out with EM64T in it's upper echelon chips, and new processors going forward. With intel coming out with EM64T across the processor product line means that most likely we will soon see EM64T Celerons, all the way up to EM64T P4EE and it's dirivitives. AMD's plan for 64bit dominance just blew up in their face.
He's just sad. Probably from the frustration of seeing his beloved amd share price lose almost 5 1/2% on Friday. So he feels it smart to come over here to vent, rant, and rave.
LOL...... ya noticed that too huh? It's obvious
You mean the dark transistors that almost pushed it out of the acceptable envelope for a desktop processor, the dark transistors, thier heat, and possible speed path issues that limit clock speed scaling to below 130nm Northwood?
Sounds like a plan.
*** Actually, it is. The only reason that the dark transistors were included in the initial current revision of Prescott, was to see if it would work, not to actually turn it on. The power issues were well known, and the plan most likely was to turn on the functionality when the power envelope could be reduced, certainly by the original 2006 timeframe "envisioned" by Geslinger for turning it on.
I think, at the time Ole Geslinger shot his mouth off, Intel executives did not believe that Opteron would catch on right away, and therefore saw no need to turn on EM64T until later.
The work was definitely under way in September 2003, with his full knowledge
*** Of course it was Joe. Do you think that if you're planning to offer 64bit in 2006/2007, that you start work on it in 2005.5? If so, it doesn't seem like you understand the complexity involved in doing it. You have to start work on it way before. That doesn't mean that you HAVE to tell your competitors about it, as you seem to be implying.
Once in a while, truth must be told. Also, it adds to the context to compare past actions / statements with reality, and take it into account when judging current actions / statements.
*** Cumon Joe, then tell the truth now. What you really mean is, that you're pissed off that intel pulled one over on you and your AMDroid fans. Ya thought you had 64bit all to yourself for loooooooong into the foreseeable future, and now with intel reportedly coming out with EM64T this summer, AMD's plan for 64bit dominance just blew up in it's face. That's what's really got your goat. It's obvious
Top to bottom must start with one, and I have not seen a single EMT whatever processor.
Joe
*** Of course not, since the EM64T is not scheduled to be launched until this summer. And btw Joe, a little birdie told me, that if you're pinning your hopes on some sort of manufacturing issue to delay it.....? Don't hold your breath
Wouldn't make all the Intel executives outright liars for stating that Intel was not going to deliver desktop 64 bit chips until 2006/2007, while at the same time directed their employees to deliver these chips in 2004?
Well, it is not the first or the last lie from an Intel executive. Lies are part of Intel business strategy. If telling a lie is advantageous over telling the truth, then lie it is.
Joe
I'm sorry that you are so disappointed in intel executives Joe, I'm sure that they're losing sleep over it..... Not. I think that the probable EM64T "dark transistors" in Prescott *were* originally planned to be turned on in 2006/2007 timeframe. Intel has a history of incorporating features into chips and leaving them turned off until they deem they're needed. Witness Hyperthreading.
I think, at the time Ole Geslinger shot his mouth off, Intel executives did not believe that Opteron would catch on right away, and therefore saw no need to turn on EM64T until later. Unfortunately for intel, Opteron 64 has made inroads, and therefore the timetable for turning on EM64T was moved up. Poor decision making.....? Sure, Lying.....? Hardly, despite this pathetic attempt of yours to characterize it as so.
btw, I would have expected a venomous posting thread like this from Doug or Dan3, not from you, I'm surprised. You must be really worried about intel's new "top to bottom" EM64T roadmap, eh?
More Analyist Feedback
http://www.internetnews.com/infra/article.php/3354481
Earlier this week, the company debuted its 90-nanometer "Dothan" core for its fabled Centrino chipset. Intel CFO Andy Bryant said the company has already seen the fruits of the Wi-Fi craze saying that it has raked in some $3 billion in sales since last year's Centrino launch.
3 Billion in sales in the first year? No No No, this cannot be..... I have it on "very good authority" (cough) that Centrino is not Pul..... Ummmm well, you know the rest. Gee if this is the result of that "fantasy scenerio", then I Can't WAIT to see what the numbers look like when it finally is "pulling" :-]
OT: I am in the Bahamas at a resort and the wireless connection from the room is good to 11Mbps (pretty good signal), yet I can't connect to the hub. I called the IT operater for the hotel and she tells me that I need to go to the lobby to connect, where the hotspot is.
So, I go there, and bingo, connection. How do they do that? How do they know I am in the lobby and not the room? Same thing happened on my wife's computer...
Smooth
Really cool, tho'
Dunno, it's strange, the same sort of thing happened to me at the local coffee house. When I'm actually inside sipping my latte, I can connect my Centrino wirelessly to my companies encrypted servers, no problem, but when I tried it from my parked car in front of the cafe, I couldn't link to my companies secure server, even though the rest of the net was available..... I noticed the signal strength was better inside, so maybe some sort of hotspot range vs. signal strength thing???
I know..... I can walk around the hotspot parimeter area (~300ft), holding my laptop, and keep saying..... Can you link me now? Can you Link me now??? Like that verizon guy with the cell phone?????
btw, I agree..... being "unwired" is Very CooooooooL :-]
UPDATE - Intel says new chip features set business to grow
Thursday May 13, 5:01 pm ET
By Daniel Sorid
http://biz.yahoo.com/rc/040513/tech_intel_communications_3.html
NEW YORK, May 13 (Reuters) - The market for computer chips is poised for substantial growth, but the game has changed from simply cranking up speed to adding special features into chips, Intel Corp. (NasdaqNM:INTC - News) said on Thursday.
*** I think the best news though would actually be, seeing the comm business contribute something to the bottom line, instead of draining resources.....
COMMUNICATIONS TURNAROUND
Intel Corp.'s (NasdaqNM:INTC - News) communications business will become profitable in 2005, said Sean Maloney, head of Intel's communications group, which had an operating loss of about $850 million last year.
"ICG will become profitable during 2005," Maloney said, speaking at an Intel analyst meeting in New York.
Robert Manetta, an Intel spokesman, said the communications business would become profitable on a quarterly basis at some point during the year, but not necessarily for the year as a whole.
*** We'll see.....
Intel sticks to transition schedule
http://tinyurl.com/28q3m
SAN FRANCISCO (CBS.MW) -- Intel executives declined to comment on current business conditions during a scheduled analyst meeting in New York Thursday, but Chief Executive Craig Barrett said the chipmaker remains on track for a technology transition every two years.
Intel is currently transitioning to chips built with circuits 90 nanometers apart from the previous generation of 130-nanometer chips. Barrett said Intel is on schedule to transition from 90-nanometer chips to 65-nanometer chips in two years. A nanometer is one billionth of a meter.
*** So..... If I read the first paragraph, it would suggest that 65nm will come 2 years from the start of the transition to 90nm, which happened way back when, but if I read the second paragraph, does that suggest 2 years from "now"? Which is it?
*** Also, doesn't this paragraph seem to contridict some reports that I've been reading from analyists, about chip inventory buildup among the top semiconductor manufacturers?
During a question and answer session, Bryant said inventories should be flat in the second quarter and down in the third quarter. As for inventory levels at Intel's customers, Bryant said he had noticed no changes.
*** Hummmmm..... If that's true, then perhaps we're not in for just a "flat/seasonal" Q2 revenue report after all