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semi, can you explain what the expression "late-year company strategy" means? Is it a way of saying their competitor is desperate?
Late-Year Company Strategy, Late to the party, Late to the Game, Too Little Too Late.... All the same IMO.
Another quote: There were still no applications software for the Athlon 64 and an operating system promised by Microsoft would not come to market until next year, he said.
Hopefully not because he slowed it down.
Gee Keith, are you saying that you've joined the "Dan3, Everything that goes wrong with AMD, is the fault of intel's Strong-Arm Secret Police, Aluminium Foil, Hat Squad"?
Say it ain't so.
Semi
Craig Barret Says No Intel X86-64 Extensions:
http://biz.yahoo.com/rb/030825/tech_malaysia_intel_1.html
Barrett also said Intel was unworried by a new line of super powerful microchips due to be released by nearest rival Advanced Micro Devices (NYSE:AMD - News), and had no plans to offer desktop equivalents to protect its market share.
"We have no plans at this stage for a 64-bit address extension like the AMD device for the desktop," he said.
"AMD has embarked on a late-year company strategy, that's fine but I wouldn't trade places with them."
Semi
Michael Dell sells INTC
Does anyone wish to comment on the recent sale by Michael Dell of ~ 10 million shares of INTC last week over four days? His spokeperson reports that it was to 'balance' his portfolio. Some balance (~270 million worth).
Comment: Your information is incorrect. Michael Dell sold 10 million shares of Dell, not intel. That represented 3% of his total 306 million shares that he owned directly or indirectly. Doesn't appear like he's bailing out. Maybe he just needed to make a mortgage payment ot something?
Semi
http://biz.yahoo.com/djus/030821/1730001106_1.html
Dow Jones Business News
Michael Dell Sells 10 Million Dell Inc. Common Shares
Thursday August 21, 5:30 pm ET
WASHINGTON -(Dow Jones)- Dell Inc. (NasdaqNM:DELL - News) founder and Director Michael
Dell sold a total of 10 million common shares from Tuesday through Thursday, according to a Form 4 filed Thursday with the Securities and Exchange
Commission (News - Websites).
Michael Dell (News) sold the stock at $32.39 to $33.03 a share. After the transactions, he directly owned 267.9 million Dell Inc. common shares and indirectly owned a total of 38.7 million shares.
Dell Inc., a computer systems company, designs, makes and sells
computer systems, software and peripherals. Shares of the Round Rock, Texas,
company closed down 1 cent to $32.27.
Intel Sponsers Free Wireless Day
http://intel.com/unwire/one_unwired_day.htm
Intel invites you to "One Wired Day"
September 25, 2003
Drop by local events - or wirelessly access the Internet for free at thousands of public hotspots nationwide.
On Thursday, September 25, Intel will be teaming up with leading wireless Internet service providers, notebook manufacturers, retailers, hotspot location owners, and content and software providers in the U.S. to bring you a day packed with wireless excitement. Here's a preview:
Good marketing, Good way to introduce people to wireless. Might even sell a few notebooks in the process. Of course, I guess people could also use that AMD stuff too.
Semi
Jerry Sanders Sticks Foot In Mouth...... Again
http://www.theregister.co.uk/content/3/32477.html
AMD's Opteron party squashed by AMD
By Ashlee Vance in Chicago
Posted: 22/08/2003 at 20:01 GMT
AMD is hanging its much-admired Chairman Jerry Sanders out to dry by turning its back on an Opteron sales prediction the exec made some four months ago.
Aug. 22 was meant to be a special day in AMD's history. For it is on this very day that AMD was to stand up and say that in just four months Opteron was able to eclipse four quarters of Intel's Itanium chip sales. Don't believe it? Here it is straight from the horse's mouth.
"So, yes, we`re in an excellent position. And we think we`re going to sell more Opteron server chips in the first four months than our competitor has sold of their Itanium chip in the last four quarters," Jerry Sanders told CNN on April 22 - the day Opteron entered the server world ......
By contrast, AMD is running about making claims and setting dates and then backing them up with, well, nothing. It's had some nice supercomputer wins to date, but most of those systems aren't being built until next year. How many Opteron sales have been booked on the balance sheet in the last four months?
"We really can't comment on any sales on any kind of product," an AMD spokeswoman said.
So you are going to leave the loved and admired Jerry Sanders hanging out there all on his own? No comment in any way, shape or form? "No."
**********************************************
"We really can't comment"? SINCE WHEN? You can BET your life savings, if Jerry had done it, he would be crowing about it. The obvious conclusion is Jerry must be having difficulty speaking..... With his foot in his mouth.
P4's a dud....... anyone?????
Semi
Sorting It Out...... X86-64
http://www.overclockers.com/articles814/
"We try to make some sense of the various recent AMD news items, but it all boils down to "AMD wants you to pay a lot for an x86-64 CPU." It looks like in most cases, more than an Intel overclockers' platform. Will you, and if not you, who will?"
Good read from Ed S. at Overclockers.com
Semi
"The company said sales in its Architecture Group, which includes its backbone PC microprocessor business, particularly sales of its notebook chips, were responsible for the upswing.
Even better is that Intel raised its gross margin target to 56%, up from the previous guidance of 54%.
Intel can chalk it up to one thing: its Centrino chip platform for notebook computers.
http://www.forbes.com/2003/08/22/cx_ah_0822intc.html
No No No No No...... that's not right. Petz says so. Forbes must not know that he "set me straight" already, that Centrino is not pulling it's weight. Forbes is wrong, Intel is wrong, and IDC is wrong, because of the fact that there aren't any Centrinos on Best Buy or Costco shelves. Forbes, Intel and IDC must have missed that data. They're wrong, Petz is right, everyone else is wrong, except Petz, because Petz says so. I'm glad we got that all straightened out now.
http://www.investorshub.com/boards/read_msg.asp?message_id=1339532
Semi
Do you have information that Prescott is fixed? I would appreciate if you bring it as soon as you get it.
I'm sure that you would...... I said "IF".
Semi
so you have no excuse. Prescott is dude, face it now.
Oh Boy, I'll have to save this one...... BTW, Did you mean "Dead" or "a dud"?
Bookmarked. Thanks.
Semi
so you have no excuse. Prescott is dude, face it now.
Oh Boy, I'll have to save this one......
Bookmarked. Thanks.
Semi
chipguy, last year AMD screwed-up with 130 nm Athlon almost as bad as Intel is screwing-up this year with Prescott. There is no surprise in bad 2002 numbers, as well it won't be a surprise to see Intel loosing marketshare this year. The table is completely turned around.
Recent 2003 Market share data, doesn't seem to support that. And of course, if Prescott is already fixed, that would turn the table back around again, wouldn't it?
Semi
To infinity, and beyond!
Sheesh, we don't need a 'bee version of niceguy here.
To a broad tech market recovery, full ranging business
upgrade cycle, and a modest profit in Intel's non-IAG
interests!
I think this one time Beemer can be forgiven......
Besides, Ole Buzz Lightyear was my favorite character.
Semi
Intel renegade enters California governor's race
Hamidi rides in on outsourcing objections
http://www.theinquirer.net/?article=11161
KEN HAMIDI, the ex-Intel employee who has been a thorn in the side of the corporation for years, has decided to enter the race to be elected as the governor of California on an Independent ticket.
HAW HAW HAW, A thief, who was reportedly fired for trying to rip intel off with fake compensation claims, now wants to do it to California. Will probably win too. Doesn't look like much has changed since I left La-La Land.
Semi
AMD loses market share in China
http://www.theinquirer.net/?article=11157
Intel stays on top, Nvidia ATI soar
By INQUIRER staff: Friday 22 August 2003, 08:48
A SURVEY BY market research firm iSuppli said that AMD lost market share in China, while both Intel and Nvidia gained ground in what all three see as a lucrative future marketplace.
According to the figures, Intel stayed number one in China in 2002, Nvidia moved from number four in 2001 to number two, while AMD fell from number eight in 2001 to number 12 in the following year.
But hey, i'm sure JSanders isn't worried. A chinese supercomputer win here and there, will turn things around, and hype is more important than market share anyway. That is, unless you want your company to be profitable, someday.
Semi
Intel Raises Revenue Target
http://www.marketwatch.com/news/yhoo/story.asp?source=blq/yhoo&siteid=yhoo&dist=yhoo&gui...
Intel ups revenue, margin outlook
Shares jump in pre-market trades
By CBS.MarketWatch.com
Last Update: 8:40 AM ET Aug. 22, 2003
NEW YORK (CBS.MW) - Shares of Intel rallied and pushed the futures market higher Friday after the chip giant raised its revenue and profit margin outlook.
Intel (INTC: news, chart, profile) raised its revenue forecast by 4 percent to a range of $7.3 billion to $7.8 billion, up from $6.9 billion to $7.5 billion.
The Dow component now sees profit margin of 56 percent, up from 54 percent.
Intel said: "The company's Intel Architecture business is generally trending higher across all geographies and channels while demand for communications products remain soft.
Really good news, and seems to justify Craig Barret's recent comments that things are getting better, but it's not yet time to party.
Semi
Deleted, never mind, I figured it out.
However, he's not making $200k per year. More like $425k. Salary -- before options and restricted stock grants.
http://techdeals.startup.findlaw.com/agreements/amd/rivet.emp.2000.09.27.html
Seems like a lot of money for a CFO of a company that hasn't been profitable for more than two-thirds of his employment.
Misen
That was the original offer in September of 2000. Currently, this year, it's 630,978 (A 48% increase since 2000).
http://www.siliconvalley.com/mld/siliconvalley/business/special_packages/salary_survey/5930651.htm
Semi
Go to NewEgg. Start with a tyan single CPU server board with integrated graphics. Add an Opteorn 140 or 240. You're at about $500. Use the other $500 for a case, memory, hard disk, etc. and crt. Load SuSE for AMD64 on it.
Voila! A $1,000 opteron system, complete with 64-bit OS, monitor, and a surprisingly large number of applications.
The computer being offered is intended for an employees home use. So your suggestion is to get a low end Opteron with low end integrated graphics, most likely minimum memory, a small hard disk, a minimal monitor, with an operating system that's in the minority, and applications that are mostly not used in a home scenerio. That doesn't make sense to me.
Semi
PS
I've never had any connection with either AMD or Intel.
Never worked for AMD or any company paid by AMD.
Never worked for Intel or any company paid by Intel or any company sued by Intel or any company acquired by Intel.
I never "assumed" that you were. Nor would I ever think to post such an assumption, even if I did.
NOW does everybody see what assuming someone is an employee and posting those assumptions does.... It makes people feel that they need to defend themselves, and "qualify their postings", by making statements like this.
THAT'S why making such assumptions and posting those assumptions is a bad idea.
EVERYONE got it now?
Semi
I wouldn't consider it derogatory if I were mistaken for an Intel employee.
Borusa on ignore.
Semi, I am sure your parents are very proud and rightfully so! I can't believe that any other Intel employees would choose wrong either.
I never said I was an intel employee now did I. Are you taking lessons from Andy Grove, or Grave, or whatever the hell WatsonYouth is calling himself these days? The accusation of being a "Paid intel shill" is the main reason I left SI, and is exactly how he became the only person I have on ignore here.
Shall I put you on ignore as well? If your answer is no, then I suggest that in the future, you MYOB, and refrain from posting speculations about who people are, or are not, on these boards.....
Semi
Yes of course, you are right again. I'm sure employee loyalty is unquestionable. Not having that choice is just a matter of convience.
Free is Free. Some look a gift horse in the mouth, are ungrateful, and complain that they should have been given something else. Others are grateful for the gift.
My folks taught me that the proper response when given a gift, is not, "I should have been given a different choice", but rather, "Thank You". I guess our views are very different. To be honest, I'd rather have mine.
Semi
Well, Yes, protecting the employees that way is very reasuring. It makes a person feel Intel inside.
You call it protection, I call it smart business. Guess it depends on your point of view.
Semi
BTW, AMD did use some xeons at one time. Also, M$ has some linux mixed into its server scheme for the last virus patch. But, I can see how letting the employees "choose Wrong" is not somthing Intel would be graceful enough to handle.
I do recall some pictures in the Register when AMD was starting up Dresden, of Intel Desktop computers on some of the desks, but there's a difference between being "Graceful" and being "Stupid". If anyone did choose an AMD system, they certainly wouldn't be stupid enough to announce it to anybody, and for intel it would be a Public Relations disaster. No smart employee, or company is going to do that. AMD maybe.... Intel, no.
Semi
Sorry I added the question "When was the last time an Intel insider actually bought INTC shares?"
Didn't know you guys were so sensitive.
Maybe I'll take a sensitivity training course or something...
8-/
If you're trying to claim that your statement was just some innocent comment, that had no intention to flame, then maybe instead of sensitivity training, maybe some honesty training might be a better choice.
Semi
For $1,000 you can get a lot more computer if you go with an Athlon - Intel may have been afraid that some of its employee's would have gone with Athlon based HP machines, and that the information would have leaked.
I wouldn't imagine that a supplier of an intel contract would be foolish enough to offer a competitors system for that contract, knowing their bid wouldn't succeed, and I wouldn't imagine that intel would pay for such a thing. Quite a fantasy though.
Semi
You mean no AMD?
--- Did you really expect intel to pay for a computer with an AMD chip? Are you serious? Do you think there are any intel computers sitting on the desks of AMD employees? Doesn't make sense, does it.
Niceguy767 over at SI asks two questions:
--- Well, let's just put aside for a moment the fact that really don't give a damn what "To The MOON" Cheerleader Niceguy says....
1. Do you suppose that INTC, with their $1,000 employee computer purchase incentive, shunned HPQ in favour of DELL, owing to the "rumoured" HPQ's participation in the A64 launch on Sept 23?
--- No
2. Do you think that AMD will release an A64 mobile on Sept. 23?
--- No
Semi, One thing Intel employees won't get from Dell is an Opteron, but I guess they can always get Itanium ii. <heh>
--- Ha..... I don't believe that anyone can get an Itanium system for $1k, and I also don't think they'll be able to get an Opteron system for 1K either, so the point is probably moot. Thanks for the laugh.
Semi
Can't we all just get along? I doubt 8-/ is an alias of JS.
Well, it appears like 8-/ was holding up JS's stock purchase like JS was something positive for AMD compared to intel's insiders. I simply pointed out that he was not. If Jerry sanders ripping off AMD for a couple million dolars in salary and benefits while the company he's Charman of was in the toilet during that time, is O.K. with AMD fans, and is somehow justified by him buying some shares, then it's O.K. with me. Sure, I agree, let's drop it, and let's all get along........
Kum Bi Yaaaaaaaa My Friend
Kum Bi Yaaaaaaaa
Someone's Laughing My Friend
Kum Bi Yaaaaaaaa
Jerry's Laughing At Yall
Kum Bi Yaaaaaaaa
Oh Lord Kum Bi Yaaaaaaaaa
Semi
SemiconEng, No question, Jerry's had some good times on AMD options and has bought and sold well. Lets see how he does with his last big transaction.
2002-11-22 SANDERS, W.J. III
Chairman 300,000 Purchase at $6.886 per share.
(Cost of $2,065,800)
When was the last time an Intel insider actually bought INTC shares?
8-/
If a Companies profits were dependent on Corporate Officers buying the stock, then what he did might might matter. It doesn't. But, yeah, you're right, no question about it, Jerry Sanders did well as the head of AMD...... For himself, not for the company. I'm sure that he is equally looking out for who's....... ummmm I mean, what's important, as Chairman. You must be so proud. Congratulations.
Semi
The whole chump vs bonefish attitude seems very childish to me.
You're absolutely right. Bonefish originally posted the comment that "HP Must Feel Like A Chump", for not getting the intel Employee PC vendor contract, but I agree with you, the contention that HP must feel like a chump for getting dropped by another company, based on a business decision is childish. That's exactly the point that my response (though sarcastic) to Bonefish's "HP must Feel Like A Chump" comment, was trying to make.
Thanks For The Support
Semi
Even more Chumpish than those who bought Intel a few years ago when it was $75/shr.
*******************************
O.K. lets play who is the worst bagholder over the last five years.
Intel $75 to $26 Vs. AMD $44 to $9, heck I don't even need a slide rule to figure that one out.
Not hard, just wip out my trusty calculator. Here's what $1000 invested in each at that time would be worth now.
Intel
1000/75 * 26 = 346.67
AMD
1000/44 * 9 = 204.55
Bonefish is right about 1 thing, Both AMD and intel investors who held for the last 5 years, should feel like chumps. The question is, do those that lost more, feel like bigger chumps?
Semi
Lets face it. Long term AMD investors must feel like Chumps. Even more Chumpish than those who bought Intel a few years ago when it was $75/shr.
Bone
Oh I agree, or for instance, those chumps who let Jerry Sanders run away with all of AMD's money while the company loses money, and it's stock floundered..... And STILL is being allowed to do so. AMD invstors should be proud.
http://www.siliconvalley.com/mld/siliconvalley/business/special_packages/salary_survey/5940165.htm?t....
Jerry Sanders: Buy low, sell high
By David A. Sylvester
Mercury News
For those who argue that stock options and executive pay are incentives to improve long-term stock performance, take a look at Advanced Micro Devices.
While chip maker AMD has lost money over the past two years and its stock has lagged for a decade, Chairman Jerry Sanders has received some handsome compensation. In April 2002, he retired as chief executive, keeping his position as chairman, and still wound up with a larger salary than any of the top AMD executives for the year. In 2002, he received $916,000 in base salary -- $20,000 more than new CEO Hector de J. Ruiz.
``The whole theory of a non-executive chairman is to have someone who is watching out for the shareholders,' says Graef ``Bud' Crystal, a longtime critic of excessive corporate pay and former editor of an annual corporate compensation survey. Crystal questions why Sanders was paid more than the CEO when he no longer had executive duties.
Sanders, 66, also received $495,700 in other compensation, largely for his personal use of company automobiles and AMD's corporate airplane services.
Of that, how did he did rack up $183,900 in car expenses? He lives in Southern California and works in Sunnyvale, so he has two part-time drivers and two cars.
Along with $576,800 for cashing in a life insurance policy, and $85,000 for a deferred cost-of-living salary adjustment, Sanders' total compensation comes to $2.1 million.
HP must feel like a real chump. Especially after helping Intel develop the iTanium.
I agree, Those evil intel people, how dare they. Intel should not need to base decisions on what supplier gives the most value, or on business needs, or maintaining investment value, or making money, or reducing program costs. Intel should just make sure that nobody gets their feelings hurt. Unlike.....
Hong Kong must feel like a chump....
CEBIT ASIA: AMD dumps Hong Kong for Shanghai
http://www.itworld.com/Comp/1986/020904amdchina/
Arthur Anderson must REALLY feel like a chump
AMD dumps Andersen as test auditor
http://news.com.com/2100-1001-960236.html?tag=lh
Supporters of Duron must feel like a chump
Duron to disappear this year
http://www.theinquirer.net/?article=3286
Those 300 AMD Employees must REALLY feel like chumps
http://www.guru3d.com/archives/March1999.html
AMD dumps 300 employees
Advanced Micro Devices Inc. said it plans to lay off 300 employees as part of a restructuring program in the wake of an anticipated "significant" loss in the current quarter.
Semi
SemiconEng, thanks for the thoughtful reply! Just to clarify my point, since AMD transferred 180nm from processor to flash, this tells me that their flash process is designed to work on last-generation processor design. My inference (which I should have explicitly stated, and will now) is that since they did it without external schedule slips with 180nm, it should be expected that they can do it with 130nm.
--- Maybe they can. I found the conversion from 0.18u to 0.13u more difficult that the conversion from 0.25u to 0.18u, but that doesn't mean others will have the same experience. Good luck to them. Keep the migrain tylenol handy.
There is certainly a difference between designing two product lines to work with similar technology (processor and flash), vs. retrofitting a process to a new product when they weren't intended that way from the start. On your conversions, I don't know in which catagory they fit. If they told you to participate in converting a fab to a product that was never designed for that equipment, I'd imagine it would be a real nightmere!
--- Been there, done that. 70+ hour workweeks, Waking up and going in to work in the middle of the night, 24x7 on call 7 days a week, for weeks on end. Nightmare is an understatement. I'm a little more sane now (almost).
Semi
SemiconEng, tooling: Fab 25 is populated with 180nm equipment which used to be used to make processors. Thus their memory manufacturing is already based on last-generation processor generation, so the problems are not as onerous as you assert.
--- True, but that wasn't the question asked. The question was, can AMD reuse the 0.13u equipment from Dresden in the Austin Fab, it was not, could the Austin Fab reuse it's 0.18u Equipment for 0.13u Flash. Two very different goals. So, all my assertions for moving equipment and reinstalling/requalifying it seems to me to still be valid.
Now, AMD does not use a 'copy exact' since it has a single microprocessor fab, but Intel does not 'copy exact' from processor to memory (so I'm not sure how this point from your post affects anything).
--- True, but when intel moves a fab from microprocessors to flash, it moves the Process, not the equipment. So all flash fabs do follow copy exactly with each other, as they all use the same equipment to manufacture flash. Moving next generation equipment into a Fab that does not currently have that equipment is a very different task, than moving the process.
Certainly there are differences, even when the memory processes are based on processor processes. Since migrating processor to memory technology is the fundamental behind AMD manufacturing, I suspect it is a lot quicker (and less problems) than starting from scratch!
--- Ha... Have you ever tried to start up a Semiconductor Fab from scratch? I have, once. Have you ever tried to start up a new process in a current Fab? I've done it 3 times. For each, the challenges may have been different, but I found the difficulty level was approximately equal. But that's just my experience. maybe AMD is better then we were, at fab start up and Process Implementation (cough).
Semi
Sem, if my company will offer me with free $1000 Dell PC I will take it as offence. Those machines are total crap.
I believe that your opinion is in the minority, as verified by Dell PC sales data. Thanks for the input though.
Semi
Intel has plastered the planet with Centrino ads, at a cost of $300 million - that's $150 per Pentium M sold and about $750 per new sale.
For the most part, that huge ad campaign has barely let them keep the sockets which previously held PIII or P4 chips.
Of course, you're right, Centrino is a loser.......
http://www.investorshub.com/boards/read_msg.asp?message_id=1339532
Semi
At beginning of july I saw a 90nm Opteron wafer lying around there during my family day visit (and even some 180nm Opteron wafers besides many 130nm wafers - they were huge). During that time I also got to know that the 90nm parts are already working.
What I find amazing, being in Semiconductor manufacturing for > a decade, is that AMD would leave their top of the line, cutting edge process, 90nm wafers "lying around". Where were these wafers just "lying around"? On a cubicle desk? Not likely, because those chips are now dead. Inside the Fab? Really? AMD allows family members inside the Fab? And also "amazing" is that AMD company confidential information like knowing that "90nm parts are already working" is information given out to non-employees at "Family Day"?
Amazing..... someone might even say....... Unbelievable.
(Wink Wink)
Semi
Intel picks Dell over HP for free PCs
"The chipmaker has ousted HP as its supplier of choice for a free employee PC program that Intel recently reinstated. Intel workers receive $1,000 to go toward a new Dell of their liking."
http://www.theregister.co.uk/content/54/32413.html
78,000 employess x $1,000 = $78 million.
Hmmm, is Intel punishing HP or bribing Dell? Any thoughts?
What I find interesting is that the 2 options you come up with are both negative. The reality is neither of your options are true. Dell offered intel employees more options on the PC's, and a wider selection of models, Desktops and Laptops, than HP did. It was a better deal for the employees, not "punishment" or "bribery" at all.
Semi
Hmmm, is Intel punishing HP or bribing Dell? Any thoughts?
Interesting that the 2 options you come up with are both negative. The reality is neither of your options are true. Dell offered intel employees more options on the PC's, and a wider selection of models, Desktops and Laptops, than HP did. It was a better deal for the employees, not "punishment" or "bribery" at all.
Semi