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Let the man tell you himself.
It's not surprising to me that Jerry does not favor intel's business practices, and he has every right to his opinion. I notice that he does not say that intel is doing anything illegal, just that he doesn't like it, and it hurts AMD........ Ummmmmm I mean "the competition"...... yeah, that's it, not AMD...... No, the competition.........
I notice At Least.... that he managed to refrain from calling P4 a dud..... this time anyway. But even in this article, he couldn't resist calling intel "ugly" names, as you highlighted. I'm not surprised.
Is competition only good when it favors number 2? Or maybe you're suggesting, like someone else that I know that intel should "give" more share to their competitors to "level the playing field". Competition goes both ways baby, despite what some might wish.
instead of this caricature you seem to have.
Oh, I think I've got the picture all right. I'm sure that I could drag up just as many articles where Jerry acted like a Jerk, as you could where he "happened" to act decently (barely), but I doubt that your quantity would be anywhere near mine. You're entitled to your opinion of the man. I don't share it.
Semi
Jerry badmouthed Intel primarily because of their business practices not because of any jealousy and contrary to both your rather feeble attempts at character assassination Sanders and Noyce were very very good friends.
Exactly. I never said Jerry bad mouthed Bob, I said he bad mouthed intel. And saying so isn't character assasination, it's a statement of fact, that I don't think anyone in their right mind can deny Jerry has done on many many many many occasions. Regardless of his personal motivation. You say Business Practices, I say Jealousy. Fine.
Actually it must be why Bob "invested" (cough) the money in Jerry in those days, them being good friends and all. I see how Jerry repaid him after he passed on.
BTW, Thanks for the "heads up". You're as classy as ever, yourself.
Regards,
Semi
Forbes.com: The Week Ahead
http://www.forbes.com/management/2004/02/28/cx_ss_0228peopletowatch.html?partner=yahoo&referrer=
Expect Intel (nasdaq: INTC - news - people ) finance chief Andrew Bryant to present a chipper mid-quarter update on its first quarter on March 4. After a challenging 2002, the world's largest chipmaker increased sales by $4 billion in 2003, to $30 billion........
Semi
EP -
From what I've seen of Jerry I bet he never paid it back...
Ha, I never heard that he did, I never heard that he didn't. Knowing Jerry Sanders personality, I doubt it. Every time I heard Jerry bad mouth intel, it always made me smile, to know that the motivation behind it, was most likely that it stuck in his craw to know, that if it were not for Bob Noyce's "gift", AMD wouldn't even exist. It explains allot about his attitude towards intel, eh?
Semi
That mean that Intel should loan money to AMD to keep them alive?
<just joking...>
Smooth
Actually, Not such a big joke. How do you think AMD got started? The story I heard, was that Jerry Sanders borrowed 10k from Bob Noyce, to start AMD, around the same time intel was starting up. Makes Jerry's jealousy all those years a little easier to understand, eh?
Semi
Barrett's Legacy
This is Yahoo's reprint of a BusinessWeek article. There's lots of interesting speculation on Barrett's attempts at securing his legacy, as well as Intel's overall future direction.
Sony's E-Prez sounds worried. Maybe he knows that with intel's manufacturing muscle they almost certainly can achieve their cost per TV Goals. The thing I don't get, why is Sony bitching about it?
IMO, if Sony were smart, Sony should make a deal first, to get their hands on some of them. I don't think intel is going to MAKE any TV's, more likely, they'll sell the chips. Sony gets cheaper production costs, and the consumer gets a better deal. If you're first in line, What's the beef?
And as far as Barrett, He's using his second chance, after that whole Dot Com company screw up. He better not screw this one up. No more 2nd chances......
Semi
Now that's funny - I posted it on SI, decided not to post here because wbmw had posted something similar, then someone lifts it to post on Yahoo, and now it shows up here!
~dbf
Great catch, in any case. I'm wondering though, if the math doesn't support a bit more. If you take the formula for surface area of a circle, pi multiplied by the radius squared, and apply it to Wafers, I get this...
200mm
3.14 * (100*100) = 31400
300mm
3.14 * (150*150) = 70650
Of course more surface area would also be eaten up by the scribe lines, and defect densities may take some additional die, so..... yeah, ok, double sounds about right. The big benefit, is that it Does NOT cost twice as much to manufacture a 300mm wafer as it does a 200mm wafer, so the cost per die goes down dramatically....
Especially if you switch to a smaller process at the same time
Semi
So the implied accusation here is that Micron, Infineon, Samsung, and Hynix acted as an illegal cartel to freeze out Rambus and RDRAM. This could be very serious if the FTC's case has merit.
What I find interesting is that the Inquirer reported on it, but somehow conveniently neglected to mention any of the potential damage done to Rambus, or any Rambus tie in at all
http://www.theinquirer.net/?article=14374
But I guess that bias is to be expected, since the Inq wrote many articles condemning Rambus. No sense expecting balanced Journalism from the Inq........ silly me for thinking that.
Semi
Intel Could See Upside From Q1 Update
Credit Suisse First Boston said expectations are low entering a mid-first-quarter update from Intel (nasdaq: INTC - news - people ) and sees prospects for the stock to trade up "if guidance is reaffirmed as we expect."
http://www.forbes.com/markets/2004/02/26/0226automarketscan09.html?partner=yahoo&referrer=
Semi
Intel TMG conference call slides:
http://media.corporate-ir.net/media_files/NSD/INTC/presentations/Analystscall.22.pdf
basically state that 90nm is in volume
will stick with 2 year cycles, expect 65nm in 2005
seems pretty thin other than that.
--Alan
This confirms what I've been saying about there being nothing wrong with the 90nm Process. The subsequent resteppings of prescott indicates a design issue, as process adjustments are not normally considered 'resteppings" I have no issue with intel's previous statements that "There is nothing wrong with the 90nm process"..... intel's 90nm process I mean.
Semi
A few questions:
1. What is meant by the term 'stepping' as in '...the next stepping should resolve this...'
Chips are made in layers, like a sandwich. A stepping is a change to one or more of those Layers. The Change usually includes changing the Lihography masks used to imprint the patterns on the Layer material itself, prior to the unwanted material being removed in Etch. A stepping can be classified as minor, or major, depending on what layers are being changed, how many layers being changed, and what specifically about each layer is being changed. A0 is usually the first stepping. A Minor Stepping change would make it A1 stepping, A2 etc. A Major stepping Change would be designated as B0, then C0 etc. Changing layers, changes the characteristics of the chip.
Semi
Semi:
Only problem is they are being sold as Prescotts.
One of my distributors is listing them with 1MB cache. Pretty cheap too at about $150.
They're Prescott Core, just a previous stepping, so I'm not understanding what is the issue with selling them as Prescotts? Is it the 1MB Cache listing?
If they don't have 1MB cache, then he shouldn't do that, it could be false advertising.
Semi
Two new additions to 90 nm Spec C0 prscott stepping are 3.4E and 2.8A , 2.4A should be up any day now, and more importantly new stepping samples should be available to OEM's any day now.
http://processorfinder.intel.com/scripts/list.asp?ProcFam=483&NoNav=NO&CorSpd=ALL&SysBus....
I think the volumes are going to arrive sooner then on the first stepping. The 90nm Process has most likely already been validated for shipping with the first 2 steppings, so if it were me, I would have started volume production wafer starts as soon as I got the Metal 1 etest data.
Semi
News Quote Chart For AMD
Click On The News Quotes Chart Link At the Top Of The Forum Page
Pessimism has been on the rise toward the semiconductor sector as of late, and Advanced Micro Devices has been unable to remove itself from this bearish tide. Options investors piled on the puts at the security's March 14 strike today, sending 4,212 contracts across the tape on open interest of 5,635. The equity's Schaeffer's put/call open interest ratio also spiked to 0.69 on Friday following February option expiration. Not only is this reading higher than 72.6 percent of all those taken over the past year, but it demonstrates a growing preference for puts over calls. Even Wall Street has jumped in on the act, as 17 of the 24 analysts following AMD rate the shares a "hold" or worse.
This level of pessimism is somewhat surprising given that AMD has outperformed not only its peers on the PHLX Semiconductor Index since October 2002, but has also bested the broader SPX over that same time period. The recent surge in media pessimism toward the semiconductor industry has naturally led the shares lower in recent weeks, but technical support lies just beneath the shares. The 14 level is the site of not only long-term support, but also the accumulation of 10,469 put contracts in the March and April series could lend potential options-related support to the stock. A strong rebound off this level could force bearish sentiment to unwind and boost the shares even higher.
assuming decent yields, and a 4th 300mm fab, F12, under conversion. What is the plan here?
I read somewhere, that the Ireland Fab, which I assume your referring to as the 3rd fab (After D1c and F11x), was only restarted for 300mm fairly recently. I have no idea if/when that fab would be operational.
Also, the F12 retrofit was announced publicly only a few months ago so I doubt that Fab12 is anywhere near converted. Have you seen any public reported intel estimates for startup?
Semi
From News Quote Chart Link.......
You need to click on the link at the top of the forum page........
Street Chatter:
1. Intel is currently the most-active stock trading on the Nasdaq Composite today. Early this morning, the semiconductor name said the Internal Revenue Service began a review last month of INTC's 2001 and 2002 tax returns. In other news, INTC officials said 2003 earnings per share would be reduced by 14 cents (from 85 cents to 71 cents) if stock options were accounted for using the fair-value method. INTC shares have dropped over three percent lower today and are trading beneath the 29.50 level, which served as resistance for the stock in September but provided support during the past four-and-a-half months. Looking to the investor sentiment picture, Schaeffer's put/call open interest ratio (SOIR) for Intel stands at 0.62, with 62 open puts among near-term options series for every 100 open calls. This reading is lower than 73 percent of the past year's worth of ratio readings, indicating a fair amount of complacency from the options crowd. In today's options-trading action, more than 30,000 March 30 call contracts have crossed the tape. This newly front-month strike was already home to about 52,000 open positions. Complacency is also evidenced by the lack of interest from short sellers. Although the amount of shorted INTC shares rose 10 percent to 78.5 million last month, the resultant short-interest ratio stands at a paltry 1.65 times the equity's average daily volume.
Strange... all the sightings of prescott in retail are 3.0Ghz.
--Alan
---Most likely, the 3.0 and future speeds are the restepping that intel had to delay introduction of Prescott for, which was widly reported, and the 2.4GHz are most likely earlier Prescott steppings that didn't bin out. Here's how a hypothetical scenerio might have played out.
Yield Engineer: OK, the initial Stepping isn't meeting speed bins, the restepping is in-line, but what are we going to do with all these lower speed chips
Marketing Guy: Can't introduce those low speed chips as Prescott, that would be an embarassment, we have to delay the introduction until the restepping is ready.
Manager: We can't throw away all those chips, they cost a fortune, store them somewhere, and we'll decide what to do with them later...
Time passes..... Say.... Oh about the same amount of time Prescott was delayed......
Yield Engineer: The restepping looks good, still going to be hot, but the meat of the bell curve is around 3.0.... with the edge of the curve around 2.8-3.2 with limited 3.4 quantities. Should we delay again?
Marketing Guy: GO GO GO GO GO GO GO....
Manager: Delayed once already...... How soon will we see some improvement in the Top Speed bins?
Yield Engineer: Well we have the most superior, wonderful marvelous, smart, educated....... and not to mention, good looking, Device and Process Improvement Engineers, they'll have the solutions in no time.
Manager: OK, here's what we do, introduce the restepping (Marketing Guy Dances), Get the Device and Process Engineers into Task force on the improvements, and let's brainstorm what to do with those first steppings.
Device Engineer: Well, if we fuse some of the cache.... Like we did before on previous Px Chips..... we could sell them as Prescott Celerons.....
Manager: BRILLIANT!
Marketing Guy: BRILLIANT!
---Just a thought..... Far fetched huh? But it does fit, doesn't it?
Semi
Re: Therefore, the introduction of 2.40GHz processor with Prescott core may be an indicator of 90nm massive ramp.
2.4ghz P4's were EOL'd some months ago. That they are rising from the dead is probably due to binsplit issues, not a sudden desire on Intel's part to get less money for its chips.
http://www.theinquirer.net/?article=12040
No.... I don't think it's that at all.
I think intel is selling the original stepping of Prescott that didn't meet speed bins as these 2.4Ghz chips. That tells me, that the new stepping must now be in production, and even may be shipping, so there is no need to hold those chips back anymore.
I don't believe that 2.4GHz Prescott cores were EOL'd at all........ yet. Not until their all sold anyway. Your Inq link says ~ 6 months? Sounds about right. No sense throwing away functional chips, when you can Celeronize them by fusing a few cache cells, and sell them instead, eh?
Semi
Reports Of Rambus Demise Premature?
http://www.ftc.gov/os/adjpro/d9302/040223initialdecision.pdf
VI. SUMMARY OF THE DECISION
Complaint Counsel have failed to sustain their burden of proof with respect all three of the
violations alleged in the Complaint. First, the evidence at trial establishes that Complaint Counsel
failed to prove the facts they alleged in the Complaint. Second, an analysis of the legal theories
advanced by Complaint Counsel demonstrates that there is no legal basis for finding a violation of
Section 5 of the Federal Trade Commssion Act, either as based on other antitrust laws or solely
as an unfair method of competition. Third, an application of the facts established
at trial to the legal theories asserted leads to the conclusion that Complaint Counsel have failed to
prove their case............
For these reasons, Complaint Counsel have failed to sustain their burden to establish
liability for the violations alleged. Accordingly, the Complaint is DISMISSED..............
Indications Of Massive INTC 90nm Ramp?
http://www.xbitlabs.com/news/cpu/display/20040223015742.html
Some reports indicate yield issues with Pentium 4 “Prescott” processors and inability of a certain number of chips to work in officially specified 2.80GHz – 3.40GHz speed range. In case we suppose that there are yield issues with the Pentium 4 CPUs at 90nm technology process, then, the appearance of 2.40GHz model is quite logical, as Intel now can sell chips that do not fit into the original frequency envelope. On the other hand, Intel itself commented a number of times that it is more cost-efficient to make 90nm central processing units rather than 130nm devices. Therefore, the introduction of 2.40GHz processor with Prescott core may be an indicator of 90nm massive ramp.
fwiw, It is Certainly more cost efficient, to make 90nm devices on 300mm wafers, then 130nm devices on 200mm wafers.
Semi
Product Review: IBM ThinkPad T41p
17 minutes ago Add Business - NewsFactor to My Yahoo!
Mark Long, www.newsfactor.com
http://story.news.yahoo.com/news?tmpl=story&u=/nf/20040224/bs_nf/23229
IBM's (NYSE: IBM - news) new ThinkPad T41p and ThinkPad R50p notebook computers are very much alike, except that the T41p is one of the thinnest and lightest mobile workstations currently available, while the R50p offers users a 15-inch FlexView display.
New Intel Tool Suite Simplifies Software Development for PDAs and Mobile Phones Using Intel PCA Processors
Tuesday February 24, 12:00 am ET
http://biz.yahoo.com/bw/040224/236296_1.html
SANTA CLARA, Calif.--(BUSINESS WIRE)--Feb. 24, 2004--Intel Corporation today introduced Intel® C++ Software Development Tool Suite designed to help developers improve the performance of software running on hand-held devices.
The Tool Suite consists of a compiler and debugging tools. It supports application and system software development for devices using the Intel® Personal Internet Client Architecture (Intel PCA) processors running operating systems from Palm, Symbian, Nucleus and devices that are operating-system independent. The Tool Suite includes support for the next generation Intel PCA processor codenamed Bulverde, which is based on Intel XScale® Technology.
Don't Count Your HP Opterons Before They're Hatched
http://www.amdzone.com/#3
I received a copy of this e-mail from HP on 64 bit from Intel. Shouldn't HP have done this a year ago with Opteron? Yes, they certainly should have.
Dear Partners ,
On Tuesday, February 17th, 2004, Intel Corporation announced plans to add 64-bit extensions to the Intel® Xeon(tm) processor family. HP will bring products to market that incorporate this new technology, broadening our workstation portfolio. What will this mean to your business? Let's get together and assess your needs to see which 64-bit computing option is best for your company. Attached is a document that may be of interest to you. Please contact me to set up a meeting.
Sincerely,
Sales Rep
Phone Number
What you need to know about the Intel® Xeon(tm)
with 64-bit extension technology announcement!
From AMDZONE No less..... So it MUST be true, eh? Is it just me, or was that just a tinge of sour grapes I detected in ole Cris Tom's tone?
Semi
OT: MS Butterfly Commercials
Hey, sorry for the OT, but has anybody been watching those Microsoft butterfly commercials, where people dressed as blue butterflys run around helping people get their lives in order?
I use to think the one where the butterfly is operating the trap door on the "Spam Mail people" was the best, but now I think it's either the "Going to my HS reunion", or the one I just saw on the tube a minute ago, the "We're Pregnant" one.
Think what you like about MS, they've got great marketing.
Sorry, now back to your regularly scheduled programming.
Semi
I have an opinion on that matter but unfortunately I can't comment either.
Hummmmm......, but now that you mention it, I do recall being happy that I was wearing my High Wader Boots at the time I was reading the article. It sure doesn't seem that way.
JMO.... But I think that "the agressive investments" Craig was talking about was that massive 0.13u Fab expansion that intel did right when the whole downturn started. Remember Dan3 making fun of intel's "building overcapacity" comments over on SI at the time? It's got to be, those payoffs that Craig is talking about, cause it Certainly isn't the 90nm stuff yet.
http://biz.yahoo.com/rc/040223/tech_intel_revenues_2.html
The aggressive investments Intel made during the industry downturn in 2001 and 2002 are leading to an increase in the company's earnings, the paper quoted Barrett as saying.
Semi
In January, Intel, the world's largest chip maker, reported record quarterly revenue of $8.74 billion for the October-December period, up 22 percent from a year earlier. For the current quarter, Intel forecasts revenue in the range of $7.9 billion to $8.5 billion, versus sales of $7.16 billion a year ago. That would mark growth of between 10 and 19 percent.
That would be Good news.... I read some article recently on the web, I can't remember where, in which the writer was trying to make the point that the cyclic nature of the semi business was at "It's peak" again after 2 years of growth, and the doomsday scenerio was, that it was downhill from here.
Semi
Sure, who would expect Intel to say different? That's why there is IRS, SEC etc...
I expect them to follow through as appropriate, through the available processes.
http://finance.yahoo.com/mp#intc
8:11AM Intel discloses that IRS proposes certain adjustments to tax benefit for its export sales (INTC) 30.00: Co discloses in 10-K that in Aug 2003, in connection with the IRS regular examination of Intel's tax returns for the years 1999 and 2000, the IRS proposed certain adjustments to the amounts reflected by Intel on these returns as a tax benefit for its export sales. If the IRS issues formal assessments consistent with the notices and ultimately prevails in its position, Intel's federal income tax liability for these years would increase by approx $600 mln, plus interest. The IRS may make similar claims for years subsequent to 2000 in future audits. Intel disputes the proposed adjustments and intends to pursue this matter through applicable IRS and judicial procedures, as appropriate. Although the final resolution of the proposed adjustments is uncertain, based on currently available information, management believes that the ultimate outcome will not have a material adverse effect on the co's financial position, cash flows or overall trends in results of operations.
Semi
Is this the beginning of something? :
02-23-04 0721ET
IRS To Look At Tax Returns For 2001, 2002
DJ Intel Says Options Would Have Cut '03 EPS 14c/Shr
http://biz.yahoo.com/djus/040223/0937000429_2.html
The company said it doesn't believe that the ultimate outcome will hurt its financial position or cash flow.
Semi
intel Tele-Phone
I hadn't seen this from IDF, apologies if already posted.
http://www.theregister.co.uk/content/28/35695.html
Intel prototypes portable 'Tele-Phone'
By Andrew Orlowski in San Francisco
Posted: 20/02/2004 at 00:25 GMT
Intel Developer Forum
Intel boffins gave us a glimpse of the future today. It's a small, battery-powered box that fits in the pocket allowing people to talk to each other - as long as they have a similar box, too.
Incredibly, no wires are involved. That's because like the newly-invented 'Tele-Vision', the 'Tele-Phone', as Intel calls it, uses invisible electromagnetic waves. Nor will users have to learn complicated Morse Code.
Semi
Don't tell Doug.
Tell Who?
Semi
ASML CEO: Received Second Order For Prototype EUV Tool
http://biz.yahoo.com/djus/040220/0726000451_7.html
EUV is known in the industry as the next generation of lithography technology, which makes the lithography process - or printing circuits on the surface of silicon wafers - more efficient and cheaper, by shrinking the size of the transistors that serve as switches on semiconductors.
EUV is expected to enable production of chips with circuits with widths of less than 32 nanometers - about the smallest considered possible in the near future.
In April, ASML announced it had received the first order in the industry for an EUV preproduction tool. It came from Intel, and ASML said it will deliver the tool late 2005.
Semi
Stock Analyst Feedback INTC
http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=4687857&tid=intc&sid=468....
S&P Research Report from Ameritrade:
5 Star Stock
We believe Intel's scale-based strengths in R&D, manufacturing and marketing are contributing to strong improvement in gross margins. We also see the potential for further near-term revenue acceleration, as a multi-year industry up cycle that we project for semiconductors gains traction in 2004, and endures through 2005.
We see potential to reach $40, based on applying the average high price to book value ratio of 8X over the past decade to current tangible book value of $5.06 a share; we think that book value could rise toward $6 if earnings increases come in near our estimates. Blending our methodologies leads to our 12-month target price of $45. We recommend buying the shares
http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=4687857&tid=intc&sid=468....
<<VectorVest Stock Analysis of Intel as of 2/20/2004
Thank you for requesting an analysis of Intel from VectorVest. The ticker symbol for Intel is INTC. INTC is traded on the NASDAQ - (xO) and options are available for this stock
Analysis Summary
INTC is undervalued compared to its Price of $30.00 per share, has well above average safety, and is currently rated a Hold.
Value: Value is a measure of a stock's current worth. INTC has a current Value of $42.63 per share. Therefore, it is undervalued compared to its Price of $30.00 per share.>>
Semi
Barron's : Intel - the overall winner
by: skybluefavor (27/M/Chicago, IL)
Long-Term Sentiment: Hold 02/22/04 10:35 am
Msg: 576609 of 576610
http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=4687857&tid=intc&sid=468...
Sony (SNE: news, chart, profile), TiVo (TIVO: news, chart, profile) and the major broadcast TV networks -- ABC (DIS: news, chart, profile), NBC (GE: news, chart, profile), CBS (VIA.B: news, chart, profile) and Fox (FOX: news, chart, profile) -- are mentioned by Barron's cover story as potential losers as consumer electronics meld computers with other entertainment sources. The article says computer component makers such as Intel (INTC: news, chart, profile) are the overall winners as their platforms control any PC-based systems.
Semi
Let me S P E L L it out for you.
God how can you quote examples that PROVE my point ???!!!
I'm trying to be nice to you.......... it didn't work.
I thought the almost identicle parallels between a smaller company implementing something everyone wanted, only to have it adopted by the bigger company, making who did it first irrelevant, were obvious.
Or that it would at least, be taken in the fun joking style that it was intended (didn't notice the smiley face?). I thought people were ok with joking around here, since they recently have been doing so much of it themselves, at intel and their fans expense.
I guess I was wrong, on both counts.
Oh well, you've certainly shown me. Back to my own thread.
Semi
Start-up offers fingerprint cellphone touchpad
Saturday February 21, 3:00 pm ET
http://biz.yahoo.com/rc/040221/tech_atrua_1.html
LOS ANGELES, Feb 21 (Reuters) - Atrua Technologies, a start-up backed by some of the top names in technology and telecommunications, on Saturday unveiled its first product, a cellphone touchpad with built-in fingerprint recognition as a security feature.
Atrua, funded by the venture capital arms of Ericsson (Stockholm:ERICb.ST - News), Nokia (NOK1V.HE) and Intel Corp. (NasdaqNM:INTC - News), said its "Atrua Wings" product worked like the touchpad on many laptops, allowing users to scroll through menus and choose items with the touch of a finger.
Semi
Is IA32E an Itanium?
OK, it's just an Inq Letter, but I had never thought about it from that perspective...... interesting, or B.S.?
http://www.theinquirer.net/?article=14296
Intel's new 64-bit Xeon is an Itanium
Mike,
The more I think about it, the more it seems to me that Intel's new 64-bit Xeon is an Itanium.
Items:
1) Recent talk from Intel about lower clockspeed and more effecient clocks being needed.
2) Intel already has an emulation layer for x86. Extending that to AMD64 shouldn't be that hard.
3) It will look quite good to Intel investors for Intel to kill two birds with one stone; Challenge the Opteron, and bring the Itanium into mainstream.
4) AMD cutting prices suddenly on their higher end Opterons.
5) A way for them to boost sales of the Itanium, and reduce per unit costs at the same time.
6) The platform design Intel is heading for (LGA 775) looks to be 100% compatible between the P4 and the Itanium.
7) Using the Itanium is this way creates an expanded user base opening the door to more developement in pure IA64.
Quite a few things converging that point towards the Itanium IMO.
Intel may also have a hardware emulation 'element' that drops in under the Itanium (cum Xeon) to reduce the software overhead. Intel can tweak each until compatibility is fully achieved.
Semi
Lol you got it wrong, in Intel Investor time-warp world,
IA-32e came first and AMD64 is the clone ! ))
LoL...... BTW, remind me...... Apple Windows came first.... No wait..... it was Microsoft Windows that came first...... No...... Ummmm........ wait....... Gee, I can't remember. But I'll keep trying to remember, because I Know that it matters to some...... Oh well. Anyway, question..... How are Microsoft and Apple doing these days relative to each other?))
Semi
I think the incredible achievement is in ensuring that there is only one x86-64 future and Jerry earned his money in that respect getting Bill to lay the law down to Craig.
Yes, you're right. It's almost exactly just like when Steven Jobs laid down the law to Bill Gates, over that whole, having only 1 User Interface thing. Called..... Windows, wasn't it? I recall everyone saying how ole Bill was embarassed by Steve. Remind me again, how did that whole GUI "Law Lay Down", work out for Steven and Apple?
Semi
Forbes Evaluates IDF
Awesome feedback from a respected publication
http://www.forbes.com/technology/2004/02/20/0220chipspinnacor_ii.html?partner=yahoo&referrer=
Almost since the advent of the integrated circuit, semiconductor companies have kept a laser-sharp focus on the fundamentals of their business -- super-geeky stuff like processor speeds, transistor counts and silicon wafer sizes.
But as computers continue to evolve, so do semiconductor companies.
--- Even if "A Person" dislikes intel, one thing can't be denied. intel can change course and evolve quicker and better then any company it's size. Things that would have killed other companies, even one's as large as intel, have been brushed off, and left behind by this company.
Despite the gloating that's going on "nearby", over intel's "embarrasment", there's no denying that intel is going to make a bundle of money off of it's "new directions", why pretend otherwise? Isn't it all about making money? And Let Me Tell ya something, if that means that intel has to eat a little crow now, in order to make my stock value increase in the future........
SO WHAT
Semi
Lights Out For Rambus?
Ironically, it may be at the hands of intel...... Guess intel didn't like paying all those royalties.... either. Payback Is A MoFo
http://www.thestreet.com/_yahoo/tech/kcswanson/10144716.html
In a white paper presented Tuesday at the International Solid State Circuits Conference in San Francisco, Intel gave details of a new interface standard for memory. Using test chips from memory-makers Samsung and Infineon (IFX:NYSE - commentary - research), the standard appears to rely on a technology different that that offered by Rambus. If that's the case, the new standard could further marginalize Rambus, which has already alienated most of its potential memory maker customers after years of assiduous litigating.
Semi