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Hey Semi!!
The whole gang is showing up!!
EP
You can either figure out their ID number by going to their profile and looking at 'User='. Or, you can do it the really easy way, and go to their profile and click 'Add Filter'
Well maybe I'm blind but on their profile page there isn't any User= , nor is there an Add Filter option.
EP
HELP!
There is a poster on another thread that I wish to "ignore". I need to know the poster's # to add them to my filter but I don't know how to get someone's user #. Can anyone help?
EP
Dan3 -
Well I can see I'm going to have to figure out the ignore feature here. Frankly Dan, you are not the kind of poster I am going to waste time with. You've shown a complete disregard for honesty and that makes you a loser in my book.
Consider "ignore" to be on permanently.
EP
Notice to all: In an effort to keep a civil conversation ongoing on this thread I would like to suggest to all that terms such as "losers" or similar terms be avoided. They are in my opinion borderline TOU infractions and can easily be interpited as inflamatory remarks by others.
Ron, in my opinion you are being too strict. This was a loose term applied to non present 3rd parties. It was not a curse or direct attack on anyone here. No profanity and no threats. You've got to allow some interplay here or the thread has no value.
EP
Spokesshave -
I guess this is your "holyer than thou" way of getting in your own insults. Pretty transparent and pedestrian.
Now how about contributing something?
EP
At any rate, contrarian viewpoints are welcome. As fanatical as the AMDroids get, sometimes they bring up good points. I don't see them as being effective party crashers, despite how desperately they would want to. <VBG>
I agree. This thread shouldn't be a one sided social club. I can "ignore" Dan3 and Ali as easily here as I could on SI. In the meantime some of them are almost reasonable people albeit a bit biased but who isn't?
EP
The iHub Intel thread is getting some serious free advertising over on the SI MOD AMD thread from WhINer Smith. Ya gotta love it!
What a bunch of losers! It's only a matter of time before they're over here.
Re: (I don't know who they think they're kidding. The UltraSparc can't "leapfrog" the Itanium 2 or Power 4 based on a measly 14% frequency boost, especially since both Itanium 2 and Power 4 could already boast 2x or greater performance over UltraSparc before this introduction.)
SUN is in the same boat AMD is in. They are taking on water faster than they can bail it out. They toss out BS knowing that those who know won't believe it but maybe there is someone else they can fool.
EP
Welcome on board!
EP
Intel Chart - Stochastic Buy with positive ADX! Expect of few days of upward movement!
Please educate us. How do you arrive at this conclusion?
EP
-- First they delivered "QuantiSpeed"
This is when I first became concerned that they were in trouble-- the point wasn't the QS ratings assigned to the processors they were then shipping, which were competitive, but it made me suspect that AMD management knew that they were going to fall further and further behind, and would need QS to claim competitiveness.
You're right. They were establishing their strategy for keeping contact with Intel from a marketing standpoint.
Now this makes me think they are truly desperate. That they can't even compete at all in terms of performance for the next year, so they have to market they way to survival. OMH.
And I believe Hammer is in worse shape than admitted so far. It may be completely functional but too slow and unmanufacturable. AMD has no choice but to continue the hype because admitting the truth would be tantamount to putting a bullet in their own head.
John -
Intel Corp. executives are claiming that contrary to the general perception that the Prescott processor would be rolled out as another version of the P4, the company expects the device will be a full-blown P4 successor.
Huh?
Gottfried -
Do you have a position right now in AMD?
I have no position in AMD, long or short. I believe the current hammer delay was the fatal blow. Hammer wasn't going to live up to AMD's hype anyway but this is too much for AMD to recover from. Notice that this is exactly what we predicted many months ago. Athlon ran out of gas, AMD used up their .13u transistors just keeping Athlon limping along. The recent XP releases were pure vapor and hammer is suffering another major slip. It will not be competitive if and when it finally arrives in miniscule quantities with vapor launches. What OEM is going to bet the farm on this dog? Sad to see a once strong competitor come to it's knees but that's what's happened.
EP
Re: I will try to buy some more at $6.50.
Why don't you write some puts? You can get $1.10 for an Oct $7.50. That would get you in at a cost of $6.40.
Greg -
Can you PM me with an email address where I can send you a private message please?
Bob -
The standards of "civil conduct" are a lot more strict here.
The only thing I ask is that the rules be applied in both directions. So there shouldn't be a need for a moderated thread, right?
EP
Greg -
I've tried several times to subscribe but the special offer for former SI members doesn't seem to work. Has anyone else been able to get it to work?
EP
spokeshave -
It is, in fact, not a law at all. It is a trend. It is not based in physics, and there is nothing that requires that it be followed.
You're absolutely right but Intel expects it to continue for 10 more years or so. The point was that the original poster said that he didn't expect the trend to continue but apparrently Intel does.
EP
Maniban re: Don't push your luck, Elmer.
What are you going to do, ban me? I'm shaking in my boots...
Did you give the same warning to your Droid buddy over on your presonal mind control thread at SI? He made essentially the same post.
http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=17995995
Of course you didn't. There's no way you'd apply the same standard to your buddies.That wouldn't be like you to be fair and we know you don't want to spoil your image.
EP
Zeev -
but I also think that we are going to get a sharp decline in Moore law
What is it that you know that Intel doesn't?
EP
See me... feel me... touch me... delay me..
See me... delay me... AMD me... f**k me...
See me... feel me... touch me... delay me..
See me... delay me... AMD me... f**k me...
wbmw -
Like Magee said, AMD is trying to go head to head with Intel in all market segments, and as a result, they are spreading themselves too thin in all segments.
Translation: AMD is in a holy war and hurting Intel's profits is far more important than AMD being successful.
With AMD down and probably for the count, it's just not as much fun anymore to point out their bumblings. Their ability to threaten Intel is all but gone and they just look pathetic.
EP
www.theinquirer.net/?article=5409
One of the best articles I seen on the current state of AMD's bumbling. This guy has almost as good a perspective as the Intel regulars<G>.
Seriously, there's nothing in this article that wasn't discussed at length on the Intel thread months ago. The world is slowing realizing what the rest of was saw long ago. It really wasn't hard to see.
EP
wbmw -
Could AMD be replacing LowK with FSG? That would additionally explain some of the delays they are having. On the other hand, so far we have LowK, SOI, metal layers, and IMC speed paths to blame. Surely some of these must be red herrings.
I'm holding out the possibility that none are red herrings...
EP
Re: Lo and behold, SiGe is also an ingredient in Intel's .09u stretched silicon process! Man, they thought of everything!
Intel is so far ahead of everybody else in process technology now that one has to wonder if anybody can catch up. All they need is customers...
EP
Thread -
If anyone wants a good laugh they should read the maniban mind control thread on SI. They are frantically searching for an explanation as to why it has come to this... No one seems to remember how many times we told them exactly what to expect. They are shocked that yields are down and hammer doesn't live up to expectations... Who would have imagined????
EP
By Michael Kanellos
Staff Writer, CNET News.com
September 15, 2002, 9:00 PM PT
Next year, Intel plans to manufacture its communications chips in the same plants used to make microprocessors and flash memory, a shift likely to cut costs and expand its markets.
The move, which has been in the works for the past few years, will allow the Santa Clara, Calif.-based chipmaker to reduce its exposure to one of the growing risks in the semiconductor market: inefficient use of chip plants.
Fabs, the factories where chips are made, now cost more than $2 billion to build and fill with machinery. The high price tag has prompted most other semiconductor makers to partner on fab construction or outsource manufacturing. By making its communication chips in the same factories, Intel can spread its costs across more thinly.
Just as important, the company will use the opportunity to begin to manufacture chips, or subsections of chips, with Silicon Germanium transistors, high-speed circuits required in many communications chips. To date, Intel has not made chips with Silicon Germanium elements.
"We're architecting a process where we can do high-powered CMOS (complementary metal-oxide semiconductor, or standard silicon chips), low-powered CMOS, flash and Silicon Germanium," Intel CTO Pat Gelsinger said. "We can mix and match any of the above."
The move to some degree comes as a result of history. Intel started to move aggressively into the communications market in 1999 during the heyday of the telecom boom. It has acquired more than 30 companies since January 1999, and most of the acquisitions have ended up in its communications group.
Some of the larger acquisitions outsourced manufacturing to Taiwan Semiconductor Manufacturing Co. But, for the most part, Intel kept these relationships in place.
That will begin to change next year when the chip behemoth opens its first 90-nanometer fabs. (The nanometer measurement refers to the average size of features on the chips made in the factory.). These fabs will run 24 hours a day and have the capacity to churn out millions of chips.
"They have to fill a 90-nanometer fab with something," said Peter Glaskowsky, editor in chief of the Microprocessor Report.
While the communications chips will be made on regular Silicon wafers and contain standard transistors, a number will incorporate Silicon Germanium transistors. Silicon Germanium is largely necessary in analog chips, which take sound, light and other real-world data and convert them to electrical signals. These high-speed transistors differ from standard transistors in that additional layers are added toward the final manufacturing steps.
IBM manufactures Silicon Germanium chipsets for cell phone makers and wireless LAN cards for Intersil, for instance.
Because of their higher speed and electrical properties, Silicon Germanium transistors work far better than standard silicon transistors for this type of data. Standard Silicon transistors function like regular light switches, shifting back and forth from on/off states. By contrast, Silicon Germanium transistors act more like dimmer knobs and can capture gradual changes.
The Silicon Germanium elements of these chips will be tightly confined. "Silicon Germanium adds a hunk of mass, which adds costs," Gelsinger said. Thus, the two different types of transistors will live together on the same chip.
Over time, as silicon transistors increase in power and speed, they will be used for tasks now handled better in Silicon Germanium, he added. Intel has already produced chips with integrated radios, a classic analog function, out of Silicon transistors.
Hey! Welcome aboard!
EP
wbmw
I'm trying to setup a subscription and will respond to your PM when it is active.
EP
usuck
Oh yes I have plenty to say, and very likely it will be more intelligent than many of the people who are in LOVE with this stock. I see many of same names posting here cheering their stock; is this a football game?
First off, you are more than welcome here, as far as I'm concerned, and your points about valuation are valid. I think you are mistaken about those of us touting the stock, we are touting the company. Intel has never been in this strong a position as the competiton has essentially fallen and they can't get up. What does this mean for the share price? I haven't a clue. I'll leave that to others to speculate on.
EP
usuck
What is this the SI INTC site? My lord, talk about cheerleading, ugggggg!!
You are more than welcome to provide a contrarian view. In fact we need other viewpoints. Do you have anything intelligent to say?
EP
Ten
Makes me wonder why Hector Ruiz bought a good chunk of AMD shares recently. Most likely a huge chasm between top management and front-line engineers. A vacuum in leadership? We don't have Jerry to kick around no more.
Nice to see you posting Ten. Hector's investment was about $185K, not enough to break him and he's only down pennies at this point. Maybe he's counting on NiceGuy to sell enough blood to hold the price up? I actually think he's a decent guy, Hector that is...
EP
Do you have any thoughts on WHY the 'hammer' is delayed ??
Hammer was delayed because it doesn't live up to AMD's hype. I firmly believe AMD has known this for many months but had no choice but to continue the wild claims. Who would even consider a hammer design if AMD said "Hey we're going to keep slipping and slipping, our performance will only be mediocre and we don't know if we can even manufacture these things".
AMD's manufacturing problems have been obvious to everyone but the most fanatical AMD zealots for a year or more. Their vapor launches, poor frequency scaling, low fab output and 800MHz hammer samples were dead giveaways to industry insiders. Meanwhile Intel's P4 is scaling with remarkable ease. The addition of Hyper Threading with the upcoming 3.06GHz release will be a fatal nail in AMD's cofin.
This company can't survive.
EP
To all new members of this thread:
You should be aware of the ground rules Mani has displayed on other threads. Mani will have 2 sets of standards when "moderating". Those who praise AMD to the heavens are given free reign to abuse those who criticize AMD. No such abuse will be tolerated in reverse. Those are the rules.
EP
Moderated AMD Thread
I just noticed that Mani started a "Moderated AMD Thread" over here. I guess they just can't keep up with us, always 1 step behind (VBG).
Oh my! I'll just have to stop by and compliment my friends on their wonderful stock selection!
EP
John,
If you wanted me to, I could post a link to your post on the AMD thread, I'm sure you would have some 'Droid visitors here pronto. Not what I would recommend though, it's nice and peaceful on this thread.
It is peaceful here but at the same time I wouldn't like to see this turn into a onesided viewpoint. If they find their way here fine, but I don't think we need to invite them. Someone will find the way, hopefully one of the few with an open mind. Also I don't want you to risk trouble for yourself.
Right now I don't see anything they can do but hang their heads... This development is exactly what we warned them about over and over and over. In my opinion this is not an accident, AMD planned this long ago knowing full well they couldn't deliver but had to control the release of hype. They counted on the gullability of their fans. Mark my words, there are more surprised yet to come. Anyone want to guess what AMD's losses will be for Q3? I'm betting $350 million, minimum.
Question: If I buy a full subscription is there an ignore feature for some of the less desireable Droids who may find their way here?
EP
John
I don't share your wish that AMD survive.
wbmw has a humanitarian streak. Can't fault him for that.
Trading was halted on AMD before the close. Someone leaked the news. Do you think we'll see that Jerry dumped a bunch of shares?
EP
Now Dell says it will include the 64-bit processors in servers running in scientific settings.
By Aaron Ricadela
Dell Computer will likely ship specialized servers containing Intel's Itanium 2 processor in coming months, reversing a July decision not to support the chip. Kevin Rollins, Dell's president and chief operating officer, says Intel's second-generation 64-bit processor "will probably start making sense in high-performance clusters. ... We're looking at shorter-term Itanium 2 uses there."
When Intel released Itanium 2 in July, Dell execs said the 64-bit processor hadn't yet displayed the performance benchmarks and compatibility with business software to fit Dell's mass-market computing strategy. Market researcher Gartner Dataquest forecasts just $77 million in revenue this year from Itanium-based systems.
Dell still doesn't think the Itanium family of processors is ready for general business computing, but improved test results and adoption among technical users means Dell will likely include the chips in servers designed to run clusters at research labs and universities and for certain industrial applications. Says Rollins: "We've never doubted that Itanium would be a winner. The question was, when it would be ready" for Dell's strategy?