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joe
Wasn't it you running this contest for the release date?
K.
Thanks Mike,
are your disti mobo-listings are detailed enough to overlook them in this respect?
http://www.investorshub.com/boards/read_msg.asp?message_id=6143712
K.
Keith
Yes. A pity. I see no technical reason why AMD is apparently not allowed to play in this sandbox.
K.
mmoy
The grafics of my notebook is limited to 1280x1024, anyway this resolution is just fine on a 19" monitor even for my sore old eyes. These parts are already reasonably priced nowadays (and will get a lot cheaper over the course of this year, I would guess.)
Might be not enough for Desktop Publishing or so, but you would not do this from a notebook anyway, would you?
K.
mmoy
As far as I know, 17-inch AMD Athlon 64 systems are pretty rare.
Well, in particular at Dell, they are indeed. :)
For the usage model you refer to, i agree the 17" "Desknote"-formfactor makes some sense. (Although I personally prefer a mobile notebook and a second screen and keyboard/mouse for desk use for this usage-model)
K.
buggi
Ok thanks. I've been told a while ago there was tight supply for S478 Mobos based on Intel Chipsets in Corporate space, that's why I asked.
K.
Mike
Many thanks for the update.
4. Good volume in Socket 478 Prescotts. Lotta demand for Socket 478 still.
How's socket 478 mobo-supply in retail?
Tia
K.
wbmw
I weakly remember they predicted availability by year end (like many others). Tried to look it up but did not find it. Maybe I was confusing it.
K.
Keith
Certainly. I did not say anything in this dimension though, did I?
K,
wbmw
Oh my. I read this more like a humble attempt to get the announcement wrt availability a lil bit closer to own former mispredictions. However I am sure we will read this argument quite frequently during the next weeks. :)
K.
IB
As I understand it the process is serial and throwing more money or more engineers at the process won't necessarily make it go any faster. Oh yes, definitely. Itanium was late to the party for this reason.
Consequently I see Intel going an evolutionary road via Yonah, Merom, to its successor in 07 for a competitive chip. Nothing spectacular like a development team working in secret and Intel is pulling the result out of a hat in 07. Although Intel will certainly communicate every step on this road as revolutionary techchnology, giving it lots of T- and codenames, as usual.
As far a price/performance, production costs are less relevant than sales price
Well, I actually take a different stance here: Intel is using current price points for a decade or so already. I believe this is for the reason that it does not believe it could change the behaviour of the markets much in this respect. If so, the screw to turn is COGs. They are selling about 150M units per year. A delta of 20 dollars on the cost side gives you 3B Gross margin dollars.
K.
I_Banker
One question, is Intel's 2007 chip projected to be inferior/superior/indifferent from K9 on a performance basis or a $/performance basis?
The way I look at it the fact Intel currently does not fab products we would look at as competitive in terms of price/performance or even superior since Willamette is not due to its inability to do so but simply determined by cost of manufacturing. I'm sure they are aware while it is a viable strategy for maximizing GM for a while this does not work forever - insofar I would expect them to have something competitive ready in terms of performance by 07, when Longhorn might sperate grain from straw wrt CPU again and AMD will have increasing capacity to attack as well. They are developing the Pentium-M architecture towards Yonah, Merom an then something else like Whitecrest or Whitcomb or whatever I believe was Nehalem a while ago (lost track of codenames). I'd expect a nice product.
K.
p.s: Congrats for kicking serious butts in the contest. :)
Keith
Yeah, it was pretty much the same issue. Intel launched Sonoma, so AMD launched Turion.
Btw there is another reason to make a joint launch of Dual-Core Oprerons and X2 compelling: AMD can show Serverbenchmarks which folks out there will attribute to desktop apps as long as no X2-systems are out for review.
Blowing smoke on either side.
K.
Keith
While it is as you post, I think it's a good idea to tell people waiting for Dualcore-systems there will an alternative to Smithfield this quarter - in contradiction to the disinformation seen everywhere recently it would not be available this year.
K.
Keith
Maybe someone can help me out, what was it that Advanced Micro Devices sells as well, I mean apart from flash? I seem to recall there was something else, but I can´t remember atm.
CPU, if memory serves.
K.
wmbw
it ought to be easy to get more than 2x as many blades in a given enclosure than DP boards with 60-80W coming from each CPU, don't you think?
From a thermal viewpoint alone, yeah, sure. Probably easy to make as well if system performance and density do not matter. But if so, you probably would not go for a blade system anyway.
However, the crucial point is nobody has such an offering. Irrelevant why that is, it is probably for a reason, don't you think?
I believe some sources have indicated a Yonah derivative called Sossaman with SMP capability built in.
Frankly I lost track of Intel codenaming. Currently I have not much of a clue what animal Yonah is - apart from it's dualcore.
Insofar, SMP capability of its architecture matters much more than it does for Dothan anyway. However, if Sossaman is what the rumours say the more important piece would be its supporting chipset.
K.
sgolds
I'm surprised there aren't more designs using Dothan, for instance.
Uniprocessor-blades would be somewhat contradicting density to be achieved by means of blades. (To prevent from the usual followups, the question whether Dothan is SMP capable or not is irrelevant as long as there is no chipset support )
K.
p.s: Are u happy with the restaurant so far?
Joe
2nd half of 2006 for volume is kind of what I expected
Hmm. Tom said AMD is running SRAM vehicles currently. It's a long way from there to CPU volume. Hard to imagine in 06 - though not impossible. Sometimes you are lucky and things go quicker as usual. :)
I think process development stays in East Fishkill. It depends of some key people, and you can't just move them to another continent without losing significant number of them.
Certainly. People stay where they are. It's irrelevant where their development wafers are processed. Data travel in fractions of a second from Dresden to Fishkill. Should there be a lack of analyzing equipment in Dresden, airfreight for wafer-cases is cheap and quick. Dresden is just a night away from Fishkill.
Also, IBM is building another fab in the same complex.
And in Poughkeepsie. Fine for 07. Does not help for now. Fab36 does
K.
OT Joe
I always hoped that it that AMD could figure out a way to get some foundry work through cooperation with IBM (and Chartered) until AMD can sell fab full of processors. But I am not sure how Tom Sunderman's statements indicate that it is something that AMD is actively pursuing.
Tom did not even mention it. It's between the lines of his statements when put into the following context of this logic chain:
65nm takes a while longer than originally planned.
--> Cell is fabbed at 90 instead of 65 (commitments would not allow to postpone it)
--> Cell eats up Fishkill capacities
--> Lack of development capacities in East Fishkill
--> Fab36 has the right toolset and is a member of Consortium.
K.
OT Joe
It was along the line "The AMD handwriting of the plan I see evolving is printed strong enough to make me go on a limb and read all that between the lines of Tom's announcement" .
K.
chipguy
You did not. I misinterpreted your statement of IBM and others drawing the line at 32-way for Itanium to protect their own big-iron architectures.
K.
chipguy
The line is determined by codebase of commercial applications out there, don't you think?
It is application-programming man-millenia keeping architectures alive, not the beauty of hardware.
K.
smooth
maybe next year
Chances are odd. Very, very odd. Put it that way, folks in Sunnyvale would be pretty happy to have server marketshare numbers of my handicap. :)
Fred, Henri and I should really work together on a crossover in this respect. :))
K.
Smooth
Sigh. Just doublechecked mailbox. No invititaton in for Augusta.
Another year without a chance for a green jacket. Even worse, not even eligible for a new T-Shirt from jj. Life is hard sometimes. :D
K.
upndown
Never made it playing there. When is the masters this year?
K.
Chris
Now it's up to the girls to show self-esteem to wear it. :)
K.
Chris
Yes. And Toshiba has more news out today:
http://www.eet.com/news/semi/showArticle.jhtml?articleID=159908363
While I don't know how expensive XDR is in the fab, apparently it develops at a far higher pace than DDR-2 and DDR-3.
K.
Joe
Why are you assuming Galaxy is not based on Horus?
Horus is in stark contrast to Andy's design-style and business attitude. About as dichotomic as one size fits all and tailor-made.
K.
smooth
Eastermonday. :)
K.
Joe
Why should Sun challenge Andy's Galaxy platform with Horus or vice versa?
Btw both Galaxy and Horus are targeting midrange. There is nothing in sight (not even planned) for big iron on basis of Opteron. It would not make sense anyway, there is no X86 codebase for big-iron apps currently. If only for this reason, expect another decade of mainframes ahead. :)
K.
Joe
I was wondering if it is overall a net plus or minus for Rich to move to AMD
Well.. his recent career moves look like Rich is over hierarchic positions. :) I cordially hope he found the right place to do what he wants to do for a while.
I wonder if Newisys has any customers for Horus
Not that I would know of. Probably I am not completely alone looking at the Horus-project as very ambitious and challenging.
While I like the approach of tailoring hardware for code from a technological vantage point, I doubt it would make a viable business case: Looking at TCO of a corporate solution, hardware is the cheapest part, so probably buying the next bigger thing is cheaper and certainly faster than tailoring something for it. Now if e.g. SAP would have stakes in hardware and would act as a developing partner, it would make a difference. Ain't so afaik.
K.
chipguy
Well, CPU revenue in the upper half of Serversegment is only a tiny fraction of those in the lower half (although ASP and margins are nice to have), so it is far less important for AMD than for SUN what is going on there in terms of CPUs deployed.
Platform architecture is far more important than CPU in this space. Lessee what Andy brings onto the table for midrange with Galaxy later this year.
Longerterm, while I believe Horus chief architects move to AMD will probably lower the expectations for this architecture, Rich has what it takes to initiate and drive development of a suitable big iron K10 platform architecture for deployment in some two years or so.
On pain for Scooter for the next two or three years, while the technology gap in terms of performance in the transition of high end from Ultrasparc to AMDs architecture in obvious, I don't see SUN loosing much - from a codebase reasoning.
K.
keith
Yeah. Locking acer into a (longerterm) collaboration on the notebook-front could do wonderful things to AMD-based notebook designs. I'd venture the Ferrari thing is the most successful AMD-notebook design anyway in terms of profitability. Reasonable technology in stylish cases is a concept AMD and Acer could leverage going forward. My feeling ist there is a position somewhere between powerbooks and Centrinos available to capitalize on by means of a branding envelope.
K.
bobs
I look at it from an asian vantage point. AMD has a long standing partnership with UMC and relations to TSMC as well. Now if Hector visits Taiwan without dropping in (if only for a chatter over a cup of tea) it would leave people there without face.
K.
bobs
Hector's trip to the orient was obviously a shopping trip
I don't think it was at all. If I understand it right he visited motherboard makers. Now if Hector travels out to Far East for whatever reasons he cannot do that without meeting AMDs manufacturing partner in the area as well. Now some journalist's idea of a CEO's tasks turned all that to a shopping trip for capacities.
Now that leaves unanswered what it was he found important enough to put the importance of his personal attendance behind. Going on a limb on it I'd venture it could have to do with the next integration step I speculated about here recently.
K.
Phil
As I posted before, the German buyers are very savvy - and study the many reports available in magazines and on the internet - which is why AMD owns Germany IMO.
The brighter they are, the closer they get to AMD :)
JS
wbmw
...a bit more conservative on dual cores than the Inquirer article originally suggested...
Well. Not exactly the very first time so (and most probably not the very last time as well). :)
Anyway, I am completely with you seeing AMD executing pretty well.
K.
CJ
I could see where Sun would be interested in a mobile workstation class of laptop...
There is some demand for Opteron-based laptops as well - mostly for the fact quite a bunch of Code-folks simply refuse to work on anything using unbuffered RAM and are prepared to let their employers pay around five grands for it. I'd rather expect SUN to make something for this niche. Dualcores @30W would nicely fit into such an offering.
K.
wbmw
Of course, it's only a roadmap, anything can change. Don't mistake it with an Intel roadmap ;)
Interesting, contradictive to your perception it meets my expectation for singlecore and shows a notch more for dualcore of what I expected - in particular for the lowpower offers. An 1,6GHz offering in a 30Watt envelope this year already looks impressive (or ambitious, if you want so) for my eyes.
Btw noteworthy AMD does not seem to plan an offering of x42EE products but jumps over to x44EE in half a year.
K.