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Actually the power grid problem was caused by one of those Athlon firestarters that burst into flames and consumed the mother board. See Tom's Hardware for the video.
The "Ready for AMD64" slogan also nicely shows that there is virtually no AMD64 support available today.
By means of refunds for advertizing, projects, all you can think of.
False. Advertising allowances are based on a schedule that relates to units purchased, ie volume.
Completely legal, Robinson-Pattman act cannot prevent that
False again. RP covers advertising allowances and other benefits that are associated with the purchase of a product. RP was passed in 1936 because A&P and other chains were using their huge buying power to get favorable pricing and assistance from vendors while the mom and pop grocery stores were getting killed. Of course the RP Act applies to other business too.
RP didn't really work and the the small grocery stores that were the norm in the old days have faded away.
It is far too early to speculate about the power usage of Prescot. Some real data is needed first.
But here is an interesting possibility. It is known that when Hyperthreading is working well that the P4 draws more power. It is also known that Prescot will introduce improved Hperthreading II. Consider the possibility that Prescot is running at a steady 140% rate with Hyperthreading II on.
Is that a "power problem" or a huge performance boost when needed?
Proof that IBM's and AMD's SOI process is in deep trouble.
But the first clue was the fact that AMD can not run the Optereon as fast as the Athlon XP, even though it has design improvements.
The failure of SOI makes Intel look smarter and smarter for using bulk silicon to get "only" 3.2 GHz on its 130 nm process.
http://www.ebnews.com/showArticle.jhtml?articleID=13000277
IBM Microelectronics shakes up management team
Bijan Davari, the vice president of technology who led IBM Microelectronics into the use of copper and silicon-on-insulator before its rivals, has been moved to a new job at IBM Research, effective immediately.
Intel could buy AMD for $2.5 billion. The next day Intel could take away Jerry's limo. Then they could employ the many good engineers that AMD has and flush the rest of the mess down the sewer.
Jerry and Hector could stay on to run a broom and clean the toilets.
There is no license to acquire.
The Intel license to copy microcode ended with the 486 generation.
However, a patent license from Intel is required to make X86 processors. After the end of the Intel/AMD litigation wars, they entered into a Patent License that ended in 2000. AMD renewed the license sometime after that. All of this was announced in the press.
IBM does have an X86 license with Intel, see the Cyrix foundry wars.
What would Intel be worth 15 minutes [after Microsoft bought AMD]?
About the same as before the purchase. Microsoft is not known for its abilities in the semiconductor business. For that matter, neither is AMD.
What do you think AMD would be worth after it declares bankruptcy? We will probably find out the answer to that question in H1 2004.
In any event the acquisition of the AMD clone business will never happen. Microsoft does not have an IA32 license and the AMD license can not be acquired.
What a startling development.
You learned that Solaris 9 OS that has worked on the 32 bit Intel architecture for some time also works on the Opteron that copies the Intel 32 bit architecture !!
go to my meeting, link back in, and away I go.
Wireless or ethernet plugin at the meetings. I assume wireless.
Your scenario is totally unrealistic. When Windows NT was introduced drivers proved to be a big headache. Even hardware that was provided with NT drivers was very hard to connect in many cases. It took years to sort this out.
Some University Professors currently post assignments and supplemental materials on the University internal internet. Some professors use PowerPoint presentations for their lectures and these too are posted.
It does not make sense to use valuable class time to download this material. In some cases the student wants the material to prepare for class and sometimes the material is downloaded later.
Not all students have a notebook and many still use a desktop. For those folks, a classroom download is not an option.
I'm at a bit of a loss. Where can they go where they won't compete with Intel yet still have enough volume to be worth it? Do you think they might be doing something for Opteron?
That is a deadly solution as yous suggest. But it is anaccurate statement and a deceptive deceptive one considering the potential reward.
The only thing lacking in x86 chips was 64 bit addressing
Time after time, the Extended Memory addressing ability of Xeon processors is ignored. For some time Xeon systems with this capability have been available from Tier 1 server vendors.
Yes, the Extended Memory needs a few extra clock cycles but that is not significant in the total number of clock cycles to obtain data from memory.
HP has already committed to the IPF and will ride its success. IBM has hedged its bets and is offering both Power4 and IPF systems, whichever the customer wants.
Sun however, must switch to IPF soon or it will be in a world of hurt.
IMO truer words are hardly ever written.
Correct, but don't try to deliver them to your very own teenager. <vbg>
They have to learn that on their own.
When I was a boy of 14, my father was so ignorant I could hardly stand to have the old man around. But when I got to be 21, I was astonished at how much the old man had learned in seven years.--Mark Twain
Sniff, sniff. I smell an urban legend.
Lets check Snopes:
http://www.snopes.com/language/document/liferule.htm
Do you think that IBM buys its processors from PriceWatch sources? How about HP, Dell, Fujitsu, Toshiba, Sun ??
It is Intel at #1, very successful, profitable, AMD #2, reasonably successful, not very profitable, and the rest are either out of business or going that way.
There is another, more-likely scenerio. Intel is #1, IBM Power is #2, and AMD is RIP, Chapter 7.
One thing for sure is that P4s won't run 64-bit Unreal Tournament 2003 at all
And 99% of the processors sold by AMD won't run the software either. It sounds like this game is playing in a very small sand box indeed.
Didn't AMD "plan" on returning to profitable in Q2?
AMD also "planned" to introduce Hammer with a frequency of at least 2.0 GHz.
It seems that AMD is not so good at the "planning" thing.
More Cache For The Masses: Intel’s New 3.06GHz/1MB Xeon DP
The new Xeon DP spanks the Opteron and everything that AMD has to offer for workstations.
Even more intersting, is that the Athlon MP 2800 spanks the Opteron 242.
http://www.gamepc.com/labs/print_content.asp?id=xeon3061MB
The Final Word
With the introduction of the latest Xeon 3.06/1MB processor, along with massive price cuts to the rest of the Xeon family, Intel is obviously turning up the heat in the workstation environment. We think that it's quite clear this is one of Intel's pre-emptive strikes against the upcoming Opteron processor for workstations and low-end servers. While the Opteron has proved itself a viable competitor in the server and database departments, it has yet to prove itself in the workstation market, due to the lack of any true workstation chipsets.
Intel now has a superb performing processor in its arsenal which can basically match the level of performance of AMD's Opteron at the same price points, and already has an array of chipsets and motherboards already for sale. The Xeon solutions are proven to be stable and perform well in real-world situations, while the Opteron has not yet had a chance to really crack into this market yet. It's certainly going to see how well these two processors shape up in the next month, as workstation-class platforms based on the AMD-8000 and nVidia nForce3 chipsets for the Opteron show up, along with a rumored 2.0 GHz Opteron processor on the horizon.
The additional L3 cache of the Xeon 3.06/1MB certainly helps in workstation applications, and we would bet that in server environments the extra cache may help even more than what we've seen here today. In our benchmark suite, we saw up to a 10% performance boost in real-world applications over the 3.06 GHz with no L3 cache. Honestly, L3 cache has been hit or miss on previous processor launches, as some have questions its viability to effectively improve performance. With this Xeon, we can certainly see that it improves performance across the board. Than again, if your applications aren't heavy on cache usage, you may not see any improvement at all. The additional L3 cache, along with the Xeon's Hyper-Threading technology should also improve multi-tasking performance by quite a bit.
Is the extra cache worth the price? Well, while the processors are just getting ready to hit the market in good quantities, it appears that the extra L3 cache of this new Xeon can cost anywhere from $200 - $250 per processor over the standard 3.06 GHz Xeon with no L3 cache. That's quite a hefty price tag, but since this is Intel's top of the line workstation processor, it's also tagged with the usual Intel price premium for their top of the line components. It's a hard-sell, considering Intel's standard Xeon chips just took a massive price-drop and are looking more attractive than ever. As a workstation user, it would be hard for me to justify the extra money for the performance gain at this time, although if you want the top of the line for the workstation market, this would be our choice at this time.
In the desktop and notebool arena, Dell changes the "specials" about once a week. Generally the "specials" amount to about $100 or sometimes $150.
But their upgrades are mostly have a huge markup. Probably the worst markup is on a memory upgrade. The best practice is to order minimum memory and buy the memory you need from someplace like Crucial or another premium memory supplier.
Crucial is great for the person that does not have a good understanding of the differences between the array of memory types. Just plug in the Dell model number on their website and you will get the suitable memory type.
It may also be a necessary step for an extra round of debt.
The renegotiations that I spoke about concern conditions attached to current debt that must be met to avoid a default. The creditor often agrees to renegotiate the conditions and hope that things will approve. But if things continue to get worse then at least some of the creditors will balk.
This was the situation with United Airlines and it was forced into bankruptcy.
The earlier debtors have to agree to have the new debtors have preference over them.
It is hard to imagine a reason that would prompt an existing creditor would allow anything like that. But I suppose anything is possible
The folks who bought the latest round of convertables (AMD) have the cat bird seat.
Any unsecured creditor of AMD has a serious worry that they will an uncollectible debt.
Watch for the reports that AMD has renegotiated terms with its creditors. It's an early warning that AMD is nearing bankruptcy.
There are rumors in Silicon Valley that creditors are aleady in the process of such discussions with AMD.
Great, we now have the smart alleck one-liner attacks that took the SI mod thread down the tubes... made by many of the same AMDroid fan boys.
Have fun with your delusions.
The point is that Opteron is virtually just a 32 bit machine and today it is being used as a 32 bit machine almost exclusively. In the future, when Opteron has 64bit OS support then it will have 40 bit memory addressing but very little application support. It will be used and and sold as a 32 bit machine.
I made this clear early on. All the smarmy comments by the fanboys will not make this environment go away. The Opteron will compete as just aother 32 bit X-86 processor and it will compete against the P4 and Xeon processors.
The report on the Sanmina acquisition also reported that Newisys had burned through $54 million. Newisys has virtually because it has failed to generate revenue from licensing reference designs to Tier 1 OEMS. Consequently, most of the funding that Newisys has received has been used up.
That is not speculation. It is a well supported conclusion.
Intel includes flash memory as part of a larger business group. It does not report revenue and profits for flash memory alone.
Exactly, I expect them to sell the Newisys design to OEMs, including IBM.
That worked so well for Newisys that they were going broke and had to sell the assets to Samnina.
Is the 1G of memory standard for that model or did you upgrade?
That is a lot of memory, even for a desktop.
Sammina bought the assets of Newisys -- designs, IP etc. The marketing and sales people at Newisys were fired in anticipation of the sale.
The business of selling Opteron servers is near death. Samina is a company that manufactures other people's designs, including the Newisys design. It is not structured and has no ability to sell severs.
DOS, Windows 3.0, 3.1, Windows for workgroups, Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Novell Netware, 32 bit versions of Windows XP Pro, Home, 32 bit version of Windows 2003.
You just managed to confirm that the Xeon is a 32 bit machne that competes against the P4 and Xeon processors !!
How are those Opteron servers doing against their actual competitors the P4 and Xeon?
The Opteron sells as a 32 bit machine in fact with the capability in the future of employing 40 bit physical addressing. The Xeon processors are 32 bit machines with 36 bit memory addressing that has been supported in OS and application software for several years.
By the way, what kind of "server" is that Opteron machine that you use personally for email, ftp, and compiling code? That sure looks like a desktop use to me.
The loss was about 25% smaller than expected
The original consensus was that AMD would lose 0.24 per share and it delivered 0.40. That is a 67% miss of what was expected a week before the end of the quarter.
It is an often practiced AMD scam to exagerate the miss so that expectation is lowered excessively. Then when AMD beats the deceptive target AMD -- and you -- crow about an "improvement" in earnings. Cute, Really cute.
When AMD warned of its Q2 miss it was only a few days before the quarter close. They could estimate with a high degree of accuracy what the revenue shipments would be. It is absurd to expect that AMD's revenue had a "surprise" increase of $25 million in less than a week. The orders and shipments for that week were already in the accounting system when the warning was issued
I did expect that ASPs would be done but note that the AMD fan boys kept insisting that Opteron would raise ASPs. The Q&A statement confirms.
There was at least enough question in an analysts mind that the question was asked.
Why don't you show us where in the warning of a revenue miss, AMD indicated that "ASPs were down"? I can not seem to find that anywhere in AMD's warning statement. Remember that the fan boys were touting increased ASPs because of Opteron sales.
AMD did specifically indicate that sales were slow in Asia because of "SARS" and that was a cause of the revenue miss.
Strangely, SARS did not affect Intel who had record revenues in Asia-Pacific.
Here is an iteresting tidbit from the Q&A notes on the AMD CC:
Unit shipments were down, and ASP down quarter on quarter.
http://www.amdzone.com/articleview.cfm?articleid=1310&page=2
Opteron strikes out.
Newisys, the star-studded Texas server start-up that bet the farm on AMD's new Opteron chip, reportedly canned 20%-25% of its people the other day in preparation for being acquired.
Unfortunately there haven't been enough orders, observers say, and Newisys has reportedly burned through something like $58 million without the chip catching fire.
The toilet has been flushed and AMD's cash is swirling down the drain.
http://www.clientservernews.com/#Opteron%20Start-up%20Report...
Opteron Start-up Reportedly on the Block
Newisys, the star-studded Texas server start-up that bet the farm on AMD's new Opteron chip, reportedly canned 20%-25% of its people the other day in preparation for being acquired.[
Sources suggest the potential acquirer is a contract manufacturer. Newisys has been using Sanmina-SCI as its foundry. Newisys never touched the boxes itself. Sanmina delivered them directly once an order came in.
Unfortunately there haven't been enough orders, observers say, and Newisys has reportedly burned through something like $58 million without the chip catching fire.
The start-up has been facing a combination of negative factors:
· slack demand for the chip except perhaps among the HPC cluster folk at the national labs;
· the OEM accounts Newisys was counting on didn't materialize;
· Intel's 64-bit Itanium chip, whose coattails Newisys hoped to ride with a purportedly better chip, hasn't exactly set the house on fire;
· neither Microsoft's operating system for the Opteron nor Red Hat's is generally available yet, only SuSE;
· 64-bit Opteron application programs are few and far between;
· and the economy stinks.
It probably didn't help that the Newisys box is, well, over-engineered.
Given the market situation and the way AMD missed its Hammer schedules last year,.....
Intel's use of extortion
Intel reported record revenue in the Asia-Pacific region. AMD warned of a big revenue loss and blamed it on the SARS effect in Asia.
Do you think that Intel forced SARS to attack AMD's business?