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.
Petz - As I posted before, on SPECfp 2-way server and 4-way server throughput, the P4 and P4 Xeon performance is really really pathetic, next to Opteron.
Everybody agrees on that. You're just confirming what we already said. What you don't want to face is that Opteron is blown away in SPECint, SPECfp and still beaten in SPECint_rate. This is not what AMD promised.
ChipGuy -
Interesting analogy but I am not sure if Intel employees
in Israel would appreciate it.
To continue a sick analogy, the AMD suicide bomber waits for a crowd of AMD shareholders before be blows himself up.
SZ -
AMD does a pretty good impersonation of a suicide bomber in the semiconductor business.
Great line! Why didn't I think of that?
Borusa -
Our dear Mr Sanders is still milking AMD for over $2Million a year. Do you feel you're getting your money's worth?
Looks like not all is well at IBM fabs...
IBM's new microchip plant not measuring up
http://money.iwon.com/jsp/nw/nwdt_rt_top.jsp?cat=TOPBIZ&src=201&feed=reu§ion=news&am...
Petz - Perhaps it hasn't occured to you that in the last 3 months, AMD achieved the goal of having the fastest x86 server processor for 2 and 4-way systems.
As usual you are wrong. AMD promised the highest performance in the universe and they came up short. The only benchmark of significance they currently hold is in SPECfp_rate for x86 processors. They lose on everything else.
Joe -
I couldn't find that table at either of the links you provided but eitherway, the reference is to an old Itanium running x86 mode. Not a Madison and not a McKinley.
Joe - FYI, in Seti@home processor efficiency chart (# of cycles / FLOP), while Itanium is #1 in IA64 mode, it is second to last in x86 mode, beaten by such powerhouses as AMD 586, Via C3, Intel 486.
Link please.
Joe - 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're not dumb. Why make a dumb post? You know perfectly well that all those OSs run natively on Itanium.
Windsock - Strangely, SARS did not affect Intel who had record revenues in Asia-Pacific.
That is odd, isn't it...
Petz - Maybe Ruiz is learning how to play the game with Wall Street? Its better not to warn and miss, than to warn and "miss" your warning! I remember one year when Sander's said that 30% of Q2 sales happened in the last week.
I think you have it backwards. Companies have learned how to play AMD. if you hold off AMD will be so desperate they'll practically give their products away.
fingolfen - I noticed that too, and wondered when it would come up on this board. I think AMD's credibility is strained to the breaking point.
I think that was just obvious to everyone on this board, that's why it wasn't discusses much. The real question is will it be noticed on the AMD board
ChipGuy - In polite terms, his posts are often crazier than a large rodent who prefers to reside in an outhouse.
Why don't you ignore him?
sgolds - So, yes, it is an opinion, but an informed one.
And I happen to think you're right.
Jerry R - Why do you think this is the case, that we in a cyclical bull and not a secular bull?
As usual Sgolds speaks in absolute terms when he is just expressing an opinion. Maybe someday he'll admit it...
In this case many people see it the same way, that after many years of a secular bull with occasional cyclical bears, the worm has turned and we are in a secular bear and this is the first cyclical bull. I am of the same opinion but it's just a gut feeling and no science behind it.
drjohn -Agreed, but its nice that Intel has prescott and Dothom waiting in the wings to help support margins.
Intel has an entire 12" 90nm fab currently sitting idle (production wise) waiting to turn on the tap...
Dew -
Did you notice that margins are projected to be 54% in Q3 and for the entire year. That means Q4 is expected to be quite strong to lift the average.
drjohn If I heard correctly > 1 million in Q1, > 2 million Q2
I think you have the quarters off. It was > 1 million in Q2 going to > 2 million in Q3, If I heard correctly <G>
Intel is claiming they took "a point or two" of MSS in desktop CPUs.
Petz Will one of you post cc info here? /Petz
I've been listening to Andy Bryant but I keep falling asleep.
When does AMD announce earnings?
wbmw -
Just think how good this quarter will look if only Banias can "pull it's weight" <G>
Dew - The Q3 guidance is $6.9-7.5B. What do you all think about that?
I think that's very encouraging considering Intel is always conservative.
INTC Earnings
14 cents
6.8 billion
guiding upwards for Q3
estimates margins upwards for the year to 54%
14 cents.
6.8 billion
Haddock - perhaps the reason you have never seen a system with two AGP busses is
Please forgive this minor correction but AGP is a Port, not a buss.
According to the published guest list on the CNBC website, the CFO of Intel Corporation (NASDAQ NM : INTC), Andy Bryant, is scheduled to appear today on CNBC's "Business Center" between 5:00 p.m. and 6:30 p.m. ET.
Keith - People believe that INTEL is doing a lot of things to deny competitors access to markets, and that certainly is not a rumour whatsoever.
You're starting rumors again. I'm a "People" and I don't believe.
Tenchu -I'll wait until SI and IHub finally merge into one (if that ever happens).
I can't wait to post to NiceGuy...
Paul -
C'mon, wbmw, be serious. No one who matters thinks Itanium's performance sucks, except on legacy software - where it undeniably uhh... sucks. At least in its current form.
One of the regulars here, no need to name names, made just such a comment earlier today. While I don't always agree with him I think his opinion "matters".
Petz - No, the highest SPECint score is, right now, a P4 3.2/800, with a score of 1205 baseline, 1249 peak.
From Intel's Itanium2 Press Release:
http://www.intel.com/pressroom/archive/releases/20030630comp.htm
Itanium® 2 processor result of 1322 on SPECint_base2000* measured on HP Server rx2600 using Itanium® 2 processor 6M at 1.5GHz, HP-UX operating system and submitted to SPEC. SPECint* is a trademark of SPEC*.
Itanium® 2 processor result of 2119 on SPECfp_base2000* measured on HP Server rx2600 using Itanium® 2 processor 6M at 1.5GHz, RedHat Linux AS2.1 operating system and submitted to SPEC. SPECfp* is a trademark of SPEC*.
sgolds - The paragraph clearly shows that I was talking about the point at which features were being cut, not about the original design team goals. Intel has many good engineers who were put on the original P4 design, but ultimately they had to cut performance features because the marketing goal of the P4 became primarily to put out a high MHz, low IPC product that would be a headline catcher. They were willing to cut out a lot of features, but the long queue, high clock rate feature was sacrosanct.
Yes, I see your point, I just don't find it in any way convincing. I find it much more believable that Intel made changes to save die size and time to market.
Sgolds - why do you keep on making up a statement I never said? When did I say that Intel microarchitected P4 originally in response to Athlon?
What's this?
Face it: The primary reason for the P4 queue design was to come up with a high MHz alternative to Athlon because they thought the public didn't know the difference.
http://www.investorshub.com/boards/read_msg.asp?message_id=1196294
YB - It doesn't scale, Elmer, it doesn't scale. eom
Really? The SPECINT_rate scores going from 8-way to 16-way show virtually 100% scaling. 16 to 32 show 97%+ and 32 to 64 show 93%. Opteron only shows 84% going from 2-way to 4. If Itanium doesn't scale then Opteron is much worse.
YB - So Itanium line is pretty strong in fp, but suck in int.
The Itanium2 posted the highest SPECINT score ever recorded. Most of us would place that a little higher than the "suck" level.
borusa -
While cherry pick sure doesn't reflect what is actually happening, which I assume is 'skewing the process' the term 'cherry pick--' is pretty widely accepted slang.
As a youth I worked for a while as an auto mechanic. People used to come in and say the car had "no compression". They had no idea what that meant but they heard other people say it so it must be accepted slang.
wbmw - I notice all the press releases incorrectly say Intel doubled the cache to 1Meg. The cache has actually almost tripled, going from 512K L2 to 1.5Meg L2+L3.
BTW, I wonder if Intel will release other SPEC scores?
Haddock - Would it not be possible to do a short run of wafers with a smaller channel size? Yield would be poor, but the chips that worked might be expected to run faster.
Sure.
Let's say you wanted a handful of fast chips for demo purposes that would be one way to do that.
Let's say nobody wanted your slow chips.
New Intel Xeon Processor Boosts Performance for Dual Processor Servers and Workstations
SANTA CLARA, Calif., Jul 14, 2003 (BUSINESS WIRE) --
Intel Corporation today introduced a new Intel(R) Xeon(TM) processor for dual processor servers and workstations with double the on-die cache of previous generations. The new processor helps improve performance by more than 15 percent(1) and maintain investment protection since it is drop-in compatible with existing systems.
On-die cache is a fast memory reservoir residing on the same chip as the processor. Data stored in the processor's on-die cache is faster to access than data stored on the hard drive or other system memory, enabling better performance, higher data throughput and a larger user capacity.
"These larger cache Intel Xeon processors deliver outstanding performance, price-performance and value to customers," said Richard Dracott, group marketing director for Intel's Enterprise Platforms Group. "Drop-in compatibility with existing Intel-based platforms also provides significant flexibility and extends the life of previous investments."
The new Intel Xeon processor at 3.06 GHz features a 1 MB level three (L3) cache with a 533 MHz system bus. It is designed for use in general-purpose servers for Web hosting, data caching, search engines, security, streaming media and high performance computing, and in workstations for digital content creation, mechanical and electrical design, financial analysis, and 3D modeling. The new processor complements the latest Intel(R) Xeon(TM) processor MP introduced in June, which delivers scalability with leading price-performance for the enterprise application and mid-range data tier, including business logic, application servers and databases.
"Using Intel Xeon processor-based workstations and servers for the creation of large 3-D assemblies and design on the next generation of RVs has reduced the time it takes to incorporate new designs and contributed savings to our bottom line," said Steve Edman, manager of Engineering Data at Fleetwood Enterprises.
More than 85 percent of servers shipping today are based on Intel(R) architecture, according to industry analysts(2). The Intel Xeon processor line played a major role in that success.
The product family is also part of Intel's "real server" campaign, a program educating mostly small to medium-sized businesses on the benefits of choosing the right servers to meet the demands of enterprise computing. High-bandwidth connections (such as Gigabit Ethernet), high-capacity storage (such as RAID), redundant components and a server operating system with multi-user applications combined with Intel processors help lower operating cost, improve performance and provide room to grow.
The Intel Xeon processor at 3.06 GHz with 1 MB of L3 cache is drop-in compatible with existing systems designed with the Intel(R) E7501 (for servers) or Intel(R) E7505 (for workstations) chipsets, Intel(R) PRO Gigabit Ethernet Network Connections and Intel(R) Server RAID Controllers. It is also hardware compatible with systems from leading vendors and with Intel Server Products using dual Intel Xeon processors.
The Intel Xeon processor at 3.06 GHz with 1 MB of L3 cache is now available worldwide for Intel's suggested list price of $690 in 1,000-unit quantities.
Intel, the world's largest chip maker, is also a leading manufacturer of computer, networking and communications products. Additional information about Intel is available at www.intel.com/pressroom.
Intel and Intel(R) Xeon are trademarks or registered trademarks of Intel Corporation or its subsidiaries in the United States and other countries.
Other names and brands may be claimed as the property of others.
(1) Source: Dell Computer Corporation: comparing results of SPECjbb2000 benchmark with a Dell PowerEdge 1750 with two Intel(R) Xeon(TM) processors at 3.06 GHz, each with 512KB L2 cache, 2 GB RAM, running Microsoft Windows 2000 Advanced Server (SP3) with BEA WebLogic JRockit 32-bit JVM (Build 1.4.1-300903-win-ia32) produced a SPECjbb2000 score of 49,086 ops/s, compared to the new Dell PowerEdge 1750 with two Intel(R) Xeon(TM) processors at 3.06 GHz, each with 1MB L3 cache, 2 GB RAM, running Microsoft Windows 2000 Advanced Server (SP3) with BEA WebLogic JRockit 32-bit JVM (Build 1.4.1-300903-win-ia32), which produced a SPECjbb2000 score of 57,653 ops/s (both benchmark results submitted to SPEC - July 14, 2003).
New Intel Xeon Processor Boosts Performance for Dual Processor Servers and Workstations
SANTA CLARA, Calif., Jul 14, 2003 (BUSINESS WIRE) --
Intel Corporation today introduced a new Intel(R) Xeon(TM) processor for dual processor servers and workstations with double the on-die cache of previous generations. The new processor helps improve performance by more than 15 percent(1) and maintain investment protection since it is drop-in compatible with existing systems.
On-die cache is a fast memory reservoir residing on the same chip as the processor. Data stored in the processor's on-die cache is faster to access than data stored on the hard drive or other system memory, enabling better performance, higher data throughput and a larger user capacity.
"These larger cache Intel Xeon processors deliver outstanding performance, price-performance and value to customers," said Richard Dracott, group marketing director for Intel's Enterprise Platforms Group. "Drop-in compatibility with existing Intel-based platforms also provides significant flexibility and extends the life of previous investments."
The new Intel Xeon processor at 3.06 GHz features a 1 MB level three (L3) cache with a 533 MHz system bus. It is designed for use in general-purpose servers for Web hosting, data caching, search engines, security, streaming media and high performance computing, and in workstations for digital content creation, mechanical and electrical design, financial analysis, and 3D modeling. The new processor complements the latest Intel(R) Xeon(TM) processor MP introduced in June, which delivers scalability with leading price-performance for the enterprise application and mid-range data tier, including business logic, application servers and databases.
"Using Intel Xeon processor-based workstations and servers for the creation of large 3-D assemblies and design on the next generation of RVs has reduced the time it takes to incorporate new designs and contributed savings to our bottom line," said Steve Edman, manager of Engineering Data at Fleetwood Enterprises.
More than 85 percent of servers shipping today are based on Intel(R) architecture, according to industry analysts(2). The Intel Xeon processor line played a major role in that success.
The product family is also part of Intel's "real server" campaign, a program educating mostly small to medium-sized businesses on the benefits of choosing the right servers to meet the demands of enterprise computing. High-bandwidth connections (such as Gigabit Ethernet), high-capacity storage (such as RAID), redundant components and a server operating system with multi-user applications combined with Intel processors help lower operating cost, improve performance and provide room to grow.
The Intel Xeon processor at 3.06 GHz with 1 MB of L3 cache is drop-in compatible with existing systems designed with the Intel(R) E7501 (for servers) or Intel(R) E7505 (for workstations) chipsets, Intel(R) PRO Gigabit Ethernet Network Connections and Intel(R) Server RAID Controllers. It is also hardware compatible with systems from leading vendors and with Intel Server Products using dual Intel Xeon processors.
The Intel Xeon processor at 3.06 GHz with 1 MB of L3 cache is now available worldwide for Intel's suggested list price of $690 in 1,000-unit quantities.
Intel, the world's largest chip maker, is also a leading manufacturer of computer, networking and communications products. Additional information about Intel is available at www.intel.com/pressroom.
Intel and Intel(R) Xeon are trademarks or registered trademarks of Intel Corporation or its subsidiaries in the United States and other countries.
Other names and brands may be claimed as the property of others.
(1) Source: Dell Computer Corporation: comparing results of SPECjbb2000 benchmark with a Dell PowerEdge 1750 with two Intel(R) Xeon(TM) processors at 3.06 GHz, each with 512KB L2 cache, 2 GB RAM, running Microsoft Windows 2000 Advanced Server (SP3) with BEA WebLogic JRockit 32-bit JVM (Build 1.4.1-300903-win-ia32) produced a SPECjbb2000 score of 49,086 ops/s, compared to the new Dell PowerEdge 1750 with two Intel(R) Xeon(TM) processors at 3.06 GHz, each with 1MB L3 cache, 2 GB RAM, running Microsoft Windows 2000 Advanced Server (SP3) with BEA WebLogic JRockit 32-bit JVM (Build 1.4.1-300903-win-ia32), which produced a SPECjbb2000 score of 57,653 ops/s (both benchmark results submitted to SPEC - July 14, 2003).