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post attempting to find out what drives mas to spend so much time posting on this board and the AMD board.
mas is the only one who can find this out. However the last i intend is talking you out of thinking about it, it could well help you to answer another question - maybe starting with why mas posting habit is interesting for you.
K.
I think you mean ad hominem.
http://en.wikipedia.org/wiki/Ad_hominem
Wiki has it about right for all practical purposes, but defines terms slightly different from its origin of Arthur Schopenhauers "Eristic Dialectics". Btw most of it actually originates from Aristote (Topica V, Organon). To fully understand the concept there is probably no way around reading the whole context in these sources. I'd guess both are available in english translations.
K.
Intel Insiders Bailing Out ?
Naah. Do the math for the amount Andy would have had to bring in cash or finance to keep all shares. Don't forget taxes on gains. You'll find out he just avoided risks but left the proceeds of the transactions on the table.
K.
You can let me know how many other executive staff members were also board members at that time. If it's more than zero, you may have a point.
http://www.intel.com/pressroom/bod.htm
K.
“However, we also believe that real end demand is there.”
Sure it is. Everything that went into the channel will eventually go out. The question is only when. Q4-guidances for Q4 indicate it can take a while.
K.
There is no shift-work at AMD-Plaza One except for security staff.
K.
Weird story .... don't quite get after I skimmed it.
Are Intels HQs busy on sundays?
K.
I've read the latest IDC reports, which are under NDA.
Well, if you did you might be aware of some 5M CPUs more going into the channel in Q3 than going out. Calling this a a macroeconomic event - well. Why not.
K.
WAG contest: 11/22 11:22 pm
Tx for hosting the contest. K.
It's probably adblockers which hide the survey-button. K.
Until we understand completely and absolutely why AMD is INCREASING market share
Well, to begin with, while understanding completely is already close to hopeless, understanding absolutely is hopeless.
Having said this, AMDs basic recipe for market-share-gains is nothing special:
1) They grow capacity faster than the market grows
2) They price to sell what they can make
There is only one refinement of the recipe as far as i can see:
3) They run their newest node targeted at mobile
This is very ambitious´from a manufacturing stance and took them quite a while longer than intended to work - but since it does it is particularly ugly for Intel: Any attempt to defend mobile mss by lowering prices would have devastating effects on its ASP - so this looks like a sustainable trend: Currently i see nothing that would prevent AMD from reaching its 30% mss target in mobile first. Probably not next year, but in H1/09, as far als notebooks are concerned. But then, i am aware the portrayal of mobile-market will likely include form-factors occupied by Silverthorne, so the bad 3 will not necessarily show.
K.
You need to gack to grade school.
Nice slip. Apart from this, if so he has found an appropriate place already.
K.
AMD Gains Mobile Market Share
http://www.pcmag.com/article2/0,2704,2207898,00.asp
K.
p.s: No issues at all - i've already said it is everyones choice how to deal with disturbing postings. Removing these is ok as well - every act is telling.
Thanks for keeping us informed. You might have missed this one?
http://investorshub.advfn.com/boards/read_msg.asp?message_id=23883122
K.
Possibilitly so. This way to migrate looks indeed easier for Intel.
K.
After second thoughts, i assume Goto's error is to see Dunnington as a MP-product - which would mean lining it up against Beckton. This makes no sense - however as a DP-drop-in-replacement for existing platforms Dunnington would make sense to me.
http://pc.watch.impress.co.jp/docs/2007/1018/kaigai394.htm
K.
Are you happy with the settlement?
K.
Thanks. This clears is up. Not a semantic problem, Elmer.
K.
Some of the resistance you encounter here may be due to translation problems.
This is possible - hence my question.
Just in case this the question is semantically unclear:
It is a feedback request. Apparently it got lost in the channel.
So i do retransmit it now.
Over.
K.
What of the post you replied to specifically sounds babblefishish - and how'd you say it?
K.
your urge to always see Intel in the worst light
Just to say thank you for confronting me there. I did not have an immediate answer to it yesterday - in the meantime i found out you got it right. Not sure yet what to do with it, all i know so far is the urge was good for provoking your remark to realize it is one.
K.
This is just the variation thing which seems to be pretty hard to understand for most around. (unless your two have a suspicous colour, that is )
K.
I think there needs to be natural monopolies that wan with time, if you want the whole pie it causes innovation, if you can only get a slice of the pie it stagnates innovation.
There is couple easy bits in this:
First, natural monopolies exist. This is not because you want so - unless you control nature ;) - but it is just so.
Second, monopolies - natural or not - are certainly not a cause for innovation. I mean this is very easy to understand: If you are the only one who has something why bother working your butt off day and night to make it better? You'd rather just harvest the tree you have exclusive and enjoy life.
Third, Intel is no monopoly. This is also easy, because it is not the only one which has X86-CPUs to offer.
From here on, my pretty, things really are a bit complicated. Just couple of days ago this years Nobel Price for economics has been awarded to three chaps contributing to a better understanding of these things (which btw is the field i plow). Now, Nobel Price Commitee is not particularly fast. Hurwicz' most valuable contribution is 35 years old - and he started publishing some twenty years before this. However, Nobel Price Commitee is still way ahead of economics commonly teached. It will take another century or two until the works honoured this year will be common opinion - and at least the same time for lawmakers to adopt it, and some more for courts to rule so. This is not wrong - but just the way it is - and ever was, just because things really are a bit complicated and people only can learn as fast as they can. I consider this natural as well and so it's all fine. There is always attempts to accelerate nature - they all fail. This is good - trial and error is a way to learn. A baby just takes ten months to deliver. This is the lesson to learn. As simple as that.
K.
Has this helped you with your urge to always see Intel in the worst light ;)
In a way you are right: I can't help to not only look where Intel puts the spots onto - (this applies for AMD as well - in fact for everything). Now things outside focus of spotlights naturally appear darker for those only looking at the bright lighted areas. Maybe this is an urge. I don't know. In a way i envy everyone only seeing the things in bright light. You bet i'd rather like to see only nice things.
I wouldn't have written it if it were not justified.
Well, i always suspected God could be female.
K.
I suspect Intel is playing by the rules.
I hear ya. Did you know statements repeated over and over are commonly considered as an urge to convince oneself rather than others?
There is some cheering to be had
Justified or not - if it serves: Enjoy!
K.
Reuters already has an update elaboration on USFTC procedure in this case:
When FTC staff lawyers conclude their investigation, they will send recommendations to the five FTC commissioners to either prosecute or drop the matter, he said.
"At that juncture, the commission will decide what course to take, and that is a decision that will be made by a majority of the commissioners, not by the chairman alone," Rosch said.
http://www.reuters.com/article/marketsNews/idUKN2245923020071022?rpc=44&pageNumber=1</a
Also it is clarified why a formal investigation at this point would simply be unwise:
FTC Commissioner J. Thomas Rosch, also a Republican, denied that the commission's staff was being held back from making the probe a formal investigation.
"I have been told by the staff that they are conducting the investigation the way it is being conducted because they believe they are getting better information from conducting it that way than they would get if they used a compulsory process," Rosch told Reuters.
Bottom line, cheering Intels victory in the case is premature. It took the EU FTC couple years to understand the context good enough to get a go for a formal investigation - and another couple years until it came to a conclusion. Last time i looked U.S. bureaucrats are not any faster than anywhere else.
K.
you will be hard pressed to find even a single useful application ported to make use of the GPU
I neither feel any pressure to find one for you as i already did nor any urge to disturb any belief you want to keep despite evidence. I'm just fine with whatever that is. If you are out for sparring-partners to quarrel with, you might find some on AMD-boards when mas is unavailable - i am not interested.
K.
In case of Barcelona, the process wasn't new so they could, should and almost certainly will have started tuning the design at least two years before its release.
Not quite. You cannot start the data-phase of design before you have silicon of the actual design in the fab. Data from other designs are of limited use - they might improve your models, but still you only have models, no data. Besides, the data´-phase of design is co-optimization, i.e. there design is been adopted to process and process adopted to design as well.
Having this in mind, everyone married easily understands why this is appropriately referred to as wedding
I think we'll see the first 'real' Barcelona in Q4/Q1.
Completely d'accord. Samples this year, volume next year.
K.
By the way, I don't see Dirk Meyer saying that the "tuning" was completed, and volume ramp has started. He talked of it as though it is still in the future. Does anyone see it differentlly ?
No. It is as you say imo.
However this was clear since December last year when Hector said "no significant financial contribution from Barcelona in 07". Randy Allen has put this in other words again in spring by saying "We'll have enough samples for everyone in the second half. Your diligent etail-watch for volume looks a bit like fighting windmills from this stance.
K.
Well, the idea folding@home is mainly about rendering pretty pictures of protein-structures is somewhat interesting.
K.
I already named one to deliver proof of concept, but i am not going to do your homework. If you want to find out more, there is plenty of appropriate places where you can find these apps. Try http://www.gputech.com e.g. for a starting point, or just google.
K.
There is quite some applications which run entirely on GPUs as we speak, speeding up things about 20-50 fold depending on what CPU/GPU you have. Folding@home GPU client is one you can try yourself if you have an GPU from AtI not more than couple years old.
K.
I guess they hope to pay back those loans with stock?
This is a fair assumption wrt AMDs plans imo.
What happens if the price is too low?
That would be up to lenders. They have plans as well.
K.
Now this puts flesh to the skeleton i only had to offer. Tx for jumping in. Pretty interesting what you can learn on an Intel thread.
K.
Tx. Yiddish and hebrew are two pairs of shoes. Btw shmoo from its hebrew origin found entrance to other languages (although in different meanings). Examples are "Schmu" in Germany and the word "Schmäh" in Austria, in particular Vienna. Both have similar, but still different meanings. While Schmu is deception meant seriously, it is the same in Austria but meant rather humorously.
K.
Elmer
It's a scatterplot
The meaning of shmoo in hebrew is hard to translate to english.
Somewhere between fake and swindle.
K.
Oh boy. Had you ever seen one you'd know it is a plot and not a a graph, and the two dimensions you mentioned are just two random of a dozen or two.
Having said this, i don't dispute your ablilities in the hebrew connotation of shmoo.
K.
Well if Goto's got this right I'd take it as a painting on the wall Nehalem's been pushed out.
K.
However due to its inferior silicon manufacturing competence it has to split it up among two or more dice and then wire them back together with thousands of high speed off-die transceivers and suffer all the power and latency that entails.
This made my day. Priceless. )
K.
Well, Tukwila and Dunnington look like a pattern of throwing silicon at the competition. Reasonably so - spending is certainly to be considered a core-competency of Intel.
K.