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The customer will decide if it's worth the price for a processor that is:
1. Available
B. Much faster in almost every bench
III. Drop-in compatible with most 939 MB currently shipping.
Sadly the customer may still choose unwisely.
-dh-
I see. When AMD mops the floor with Intel in performance, as in dual core processors, it is a moot point.
Joe
That's my chip on the third row, third from the left. Except it is already on a truck in NJ. So that picture must be a few days old. ;)
-dh-
Thanks for the input BUGGI1K
I went SLI for general future-proofing
I went ATI for the X800XL chip plus vivo capabillities
And I went Venice core so I can wait for dual core
NewEgg:
1 Maxtor MaXLine III 7B300S0 300GB 7200 RPM Serial ATA150 Hard Drive - OEM $209.00
1 ASUS A8N-SLI Deluxe Socket 939 NVIDIA nForce4 SLI ATX AMD Motherboard - Retail $185.00
1 ATI ALL-IN-WONDER Radeon X800XL 256MB GDDR3 AGP 4X/8X Video Card - OEM $399.00
1 ENERMAX Noisetaker EG495P-VE SFMA ATX 485W Power Supply - Retail $93.00
1 AMD Athlon 64 3500+ Venice 1GHz FSB Socket 939 Processor Model ADA3500DAA4BP - OEM $279.00
1 CORSAIR XMS 2GB (2 x 1GB) DDR 400 (PC 3200) Dual Channel Kit TWINX2048-3200PRO - Retail $339.00
1 MITSUMI FA404A/404M Black USB2.0 & FDD Digital Card Reader/Writer W/FD (Black)INTERNAL - OEM $29.00
1 Pioneer DVR-109 Beige IDE DVD Burner - OEM $58.99
1 ASUS CD-S520-A5 Silver IDE CD-ROM Drive - Retail $15.99
1 Antec Performance I P-160WF Silver ATX Mid Tower Computer Case - Retail $125.00
Subtotal: $1,732.98
I'll let you know how the build goes
-dh-
mmoy, your 4/25 post noted breaking through the 62% fib retrace from Aug to Dec of last year (10.76 to 25) and that it portends a drop back to the 10-11 dollar range.
Take a look at the 50% retracement from the Dec 04 highs ($25)towards the October 02 lows($3.50 ish) to where we are right now at 14 and change. Seems like a stronger line in the sand at $14 than at $10.76; your thoughts?
-dh-
Dual-Core Duel: AMD Tops Intel
http://www.extremetech.com/article2/0,1558,1788695,00.asp
(article conclusion)
A Major Victory for AMD
There's really no other way to say it—this is a huge win for AMD. We expected major improvement in multi-threaded applications and multi-tasking tests, but at only 2.2GHz we weren't sure it would actually perform better than Intel's dual-core Pentium Extreme Edition 840. There are a couple of tests—usually single-threaded tests—where the Opteron 875 doesn't keep pace, but in the vast majority of benchmarks, AMD comes out ahead.
Some 3D modeling and rendering tasks, video encoding, gaming…all these areas were simply dominated by the dual-core Opteron. Given the single-threaded nature of today's games, we were shocked to find the Opteron outpacing even the single-core 3.73GHz P4EE in those benchmarks. In our heavy multitasking tests, the Opteron 875 proved the equal or better than the dual-core Pentium. It's not quite a "clean sweep," but it's close.
Though the Opteron 875 is a very expensive server-bound chip, we restricted ourselves to a single-CPU configuration that closely mimics a desktop configuration. If anything, our test results here are lower than what you could expect from an Athlon 64 X2 when they ship. With non-registered RAM, a desktop performance-tuned motherboard, and a speed bump to 2.4GHz, the dual-core Athlon 64 CPUs should run every single one of our tests more quickly than our Opteron 875 did.
Considerable performance advantages aside, AMD has another feather in their cap: the convenience factor. Dual-core Pentium chips require new motherboards, while every socket 940 motherboard built to the 80-amp spec (everything in the last year or more) can support a dual-core Opteron with only a BIOS upgrade. In the majority of cases, you won't even have to use a different CPU cooler. The same goes for the eventual release of Athlon 64 X2 processors. Those will work in almost any socket 939 motherboard made in the last year or more with only a BIOS upgrade.
Check out more CPU reviews and news from ExtremeTech here.
The age of the multi-core CPU is now upon us, and both camps have unveiled their offerings. Looking at the data, it's hard not to recommend AMD. There is one major sticking point, though: availability. Right now, AMD is only shipping high-end Opterons. So if you really want one, you can pick up an Opteron 175 for about a thousand bucks—but motherboards are likely to be pretty steep.
But Athlon 64 X2 processors will likely ship by early summer, although prices for the beefiest models will be up around $1,000. Intel's pricing for their as-yet unreleased Pentium D are all lower than rumored pricing for the X2. It's a real turnabout from the past, with AMD pushing pricier, better performing CPUs, while Intel is bringing dual-core to the masses. Also, Intel's almost unstoppable manufacturing juggernaut is aggressively pushing dual-core desktop CPUs down across their entire product line. Running a dual-core AMD processor on your desktop will be great—when it becomes affordable and widespread.
re: $2,5000 - Doh!
Thanks for the feedback BUGGI
Agree that SLI is not necessary for this application as framerates are irrelevant.
I would do raid 0 just for speed; not concerned about redundancy.
thanks
Technical advised sought
Building/buying new desktop/workstation for my use at work. Adding more graphics intensive applications (Adobe Creative Suite) to the usual subjects (Office 2003, Access frontend to sql svr database).
$2,5000 budget
939 or 940?
If 940 then Tyan or Asus? nForce Pro?
If 939 then what socket 939 MB can be expected to work with DC Athlon64?
nForce 4 or 3
Hitachi or Maxtor
PCI express or AGP
ATI or NVIDIA
Just wait for the new HP to come online? http://www.hp.com/sbso/news/feature_amd.html?mtxs=home-smb&mtxb=B1&mtxl=L1 (per Keith @ ihub)
TIA for any feedback
I need onsite repair, so I think I'll hold out until April.
:) -dh-
dhellman,
If I could find one to buy, it would be this
Maybe Keith can get you one here:
http://www1.alternate.de/html/shop/productDetails.html?artno=PN5M02&
Where are the Turions?
http://www.google.com/froogle?q=Turion&btnG=Search+Froogle
http://www.pricegrabber.com/search.php?topcat_search=1&form_keyword=Turion&topcat_id=
The search was performed using the term 'train'. Your search term 'Turion' had no matches.
http://www.pricewatch.com/
Sorry - currently we have no pricing data on "Turion".
If I could find one to buy, it would be this:
http://notebookforums.com/showthread.php?t=70296&highlight=Megabook+S270
MEGABOOK S270 Specifications
Operating System Microsoft® Windows® XP Home
Processor Type AMD Mobile Processor Athlon 64 2700+, 2800+, 3000+
Chipsets ATi RS480M + ATi SB400
System Memory 256MB / 512MB (Max: 2GB)
LCD 12.1" TFT WXGA (1280x800)
Graphics & Video Module ATi RS480 (Integrated Graphics)
Audio AC'97 2.2, SoundBlaster compatible
HDD 40GB/60GB/80GB
Optical Drive Combo/DVD Dual
Communication Port Built-in 10/100Mbps Ethernet LAN & Modem Module
Built-in 802.11 b/g WLAN card
PC Cards Slots PCMCIA2.1, Type II * 1
Card Reader MMC/SD/MS 3-in-1 Card Reader
I/O Port -VGA Output (D-Sub, 15-pin) *1
-USB2.0 Port *3
-IEEE1394 Port *1
-Micro Phone Input *1
-Head Phone Output *1
-Modem Port *1
-LAN Port *1
AC Adaptor 19V DC, 65W / Input: 100~ 240V AC, 50/60Hz universal
Battery Pack & Life Li-Ion 4/8 cells, 2200/4400mAh, 65W
Over 3.5 hrs battery life
The battery's life span has been tested with Mobile Mark 2002 software; however, the actual battery run time may still depend on the OS and software.
Dimension & Weight 303(L) X 225(D) X 26-28(H)mm
Weight: 1.9Kg
Hot Keys E-mail, Internet, Wireless, User's define key
Overview
The Best Performance Platform with AMD Mobile Athlon 64 CPU
MSI MEGA BOOK S270 use the latest AMD Mobile Athlon 64 CPU makes it become the powerful mobile system. AMD Mobile solution not only provides the latest 64-bit technology for laptop, but also gives the user better performance.
The spectacular 12.1-inch widescreen offers exceptional clarity and outstanding durability. The large display provides eye-soothing performance and renders extremely clear picture quality to enhance your viewing pleasure. MSI MEGA BOOK S270 is especially built for the mobile worker and those travelers. Especially made for the today's modern woman, the super thin and light weight design of S270 gives a sleek and exquisite look. It easily fits in bags and can be carried anywhere.
-dh-
When buying a P4 w/HT from Dell you have the option to have HT turned on. The default is to ship with HT turned off.
-dh-
Not on most, in fact, Microsoft often advises turning it off.
Intel cut to 'market perform by JMP; favors AMD (INTC, WFR, AMD, MU) By Mark Cotton
http://cbs.marketwatch.com/news/newsfinder/pulseone.asp?siteid=mktw&dist=nbs&dateid=38327.39....
NEW YORK (CBS.MW) -- Intel Corp (INTC) was downgraded to "market perform" from "market outperform," by JMP Securities on valuation grounds. Analyst Krishna Shankar said there is limited near-term upside to Intel's margins and earnings due to the deepening price war with Advanced Micro Devices (AMD) and weak seasonality in the first half of 2005. In addition, Intel is suffering from a maturing PC industry, which is moving toward lower price points in mature and developing markets. Shankar said the 21 percent rise in Intel's shares from a 52-week low of $19.68 on September 28 reflects most of the near-term good news regarding a seasonally strong fourth quarter. The analyst said investors would be better advised to put any "new money" in AMD, which is gaining market share and possesses greater potential for upside to its 2005 earnings. Shankar also recommends investors focus on Micron (MU) and MEMC Electronic Materials Inc. (WFR) . Intel shares were up 5.3 percent, at $23.91 while shares of AMD climbed 2.7 percent to $23.22 at the close of trading Friday.
dh
Thanks for the reading material!
dh
I know I am interested in ATYT, Not to mention Pravin over on SI. It is not off topic considering the AMD chipset business.
thanks in advance - dh
OT - ATYT
I got a bunch of reports today. Anyone interested?
BUGGI
Dell CEO Says Considering AMD Chips for Servers
Thu Nov 11, 7:23 PM ET Technology - Reuters
http://story.news.yahoo.com/news?tmpl=story&cid=581&e=1&u=/nm/20041112/tc_nm/tech_dell_a...
NEW YORK (Reuters) - Dell Inc. (Nasdaq:DELL - news), the No. 1 personal computer maker and the best customer of leading computer chip maker Intel (Nasdaq:INTC - news), is mulling using rival chips from AMD (NYSE:AMD - news), its chief executive said on Thursday.
delayed 20 mins - disclaimer
Quote Data provided by Reuters
Chief Executive Kevin Rollins said the company was considering using Advanced Micro Devices chips for some future server products, but stressed that Dell had no formal plans as yet to embrace AMD.
"We have been studying AMD closely. Some of their products are more advanced," Rollins told reporters during a conference call following the company's third-quarter earnings report.
"We have not announced using any AMD products," he added.
AMD has beaten rival Intel Corp. to market with a new generation of 64-bit microprocessor chips that handle twice as many bits in the same processing cycle as older 32-bit personal computer chips.
Dell has remained the lone holdout among the world's top personal computer makers in refusing to use microprocessors from Intel's smaller rival Advanced Micro Devices Inc. It remains in Rollins' own words "a 100 percent Intel shop."
Analysts believe that 2005 will mark an intense year of upgrades of server computers to 64-bit chips after Microsoft Corp. (Nasdaq:MSFT - news) introduces software designed to take advantage of 64-bit processing early next year.
"As customers become aware that next-generation software will generally 'require' 64-bit systems, we believe that demand will steadily increase," analyst Mark Stahlman of Wall Street research firm Caris & Co. wrote in a note earlier this week.
"Dell will remedy this situation and probably begin selling AMD-based products sometime in the first half of 2005," he said.
For hibernate, hold down the shift key when you see the shutdown options. Hibernate will appear in place of Stand By.
dh
WinXP64 Product key came from 1st beta (email confirmation)
<p>
"Where the heck did you get the product key? As mmoy as mentioned, the download does not come with one (that I can see.)
I'm sitting at the product key prompt with nothing to type in!
fpg"
</p>
I have the new beta running on a box I built several months ago that failed to complete the install of the first beta.
This install was a breeze. I think the old beta hung on my PCI video card.
Report from Aida32:
--------[ Summary ]-------------------------------------------
Computer:
Operating System Microsoft Windows XP 64-Bit Edition
OS Service Pack Service Pack 1, v.1218
Internet Explorer 6.0.3790.0 (IE 6.0 - Windows Server 2003)
Computer Name XXX-XP64BIT
User Name XXXX
Logon Domain XXXX
Motherboard:
CPU Type AMD Athlon 64, 2000 MHz (10 x 200) 3200+
Motherboard Name MSI K8T Neo-FIS2R (MS-6702) (5 PCI, 1 AGP, 3 DIMM, Audio, Gigabit LAN, IEEE-1394)
Motherboard Chipset VIA VT8383 Apollo K8T800, AMD Hammer
System Memory 512 MB (DDR SDRAM)
BIOS Type AMI (01/14/04)
Communication Port Communications Port (COM1)
Communication Port ECP Printer Port (LPT1)
Display:
Video Adapter GeForce4 MX 440 (64 MB)
Video Adapter NVIDIA GeForce4 MX 440 (Microsoft Corporation) (64 MB)
3D Accelerator nVIDIA GeForce4 MX 440
Monitor NEC MultiSync FE700 (0253105BF)
Monitor NEC MultiSync FE700+ (0Z53506YA)
Multimedia:
Audio Adapter VIA AC'97 Enhanced Audio Controller
Storage:
Disk Drive IN-WIN iAPP HS-CF USB Device
Disk Drive IN-WIN iAPP HS-MS USB Device
Disk Drive IN-WIN iAPP HS-SD/MMC USB Device
Disk Drive IN-WIN iAPP HS-SM USB Device
Disk Drive Maxtor 6Y160P0 (160 GB, 7200 RPM, Ultra-ATA/133)
Disk Drive WDC WD1200JD-00FYB0
Optical Drive ASUS CD-S520/A (52x CD-ROM)
Partitions:
C: (NTFS) 156319 MB (153201 MB free)
D: (NTFS) 114463 MB (105027 MB free)
Input:
Keyboard Standard 101/102-Key or Microsoft Natural PS/2 Keyboard
Mouse PS/2 Compatible Mouse
Network:
Primary IP Address 192.XXXXXX
Primary MAC Address 00-XX-XX-XX-XX-XX
Network Adapter Realtek RTL8169/8110 Family Gigabit Ethernet NIC (192.XXXXXX)
Peripherals:
Printer HP LaserJet 4100 Series PCL
USB Device TimeHASP4 USB 1.40
USB Device USB Device
USB Device USB Mass Storage Device
Don't Dismiss the Chips Now
By Thomas Kurlak
Special to RealMoney.com
7/12/2004 2:30 PM EDT
http://www.thestreet.com/p/rmoney/antitechrm/10170429.html $$$
synopsis
Semiconductors BULLISH
So far, we've only heard from third-tier firms.
Cycles rarely peak after a year and a half.
The next few years should show good growth.
Whatever happened to "buy low, sell high"? A lot of tech analysts seem to have gotten it reversed lately, running away from stocks already down 25% to 40% due to fears of an impending slowdown that doesn't seem to be evident in the reports I get from top industry participants.
Indeed, one leading chip-equipment maker, Novellus (NVLS:Nasdaq - commentary - research), just reported a 41% increase in sales and a fivefold jump in profit, above analysts' views, but some were unimpressed, instead looking for a slowdown. Novellus' management raised its third-quarter guidance, calling for a 113% year-over-year sales gain, which is up 22% sequentially, in a summer quarter.
Fears of a peaking semiconductor cycle are largely based on the worry that too much new capacity is being installed, thus glutting the market. This looks wrong to me. As I said in my previous column, chip-equipment buying this year will total about $44 billion, or about 20% of semiconductor industry revenue, estimated by most forecasters to be around $225 billion.
This ratio of spending to sales is in line with the industry's 20-year long-term average and is only half of the level at the last cycle peak. Today, the CEO of Applied Materials (AMAT:Nasdaq - commentary - research) commented on CNBC that his customers are planning to buy more equipment, are upbeat and need the newest equipment technology to meet rising demand. Also, recent data from the Semiconductor Industry Association show that capacity utilization is near 100%.
Meanwhile, the semiconductor companies aren't having an inventory buildup that is out of line with what is normal this time of year in anticipation of seasonally stronger second-half demand. That's especially true in Intel's (INTC:Nasdaq - commentary - research) case, where it has new microprocessors coming to market for new notebook PCs. A leading electronics distributor tells me his inventory is in good shape, and his customers are optimistic.
Up until today with Novellus, we've only gotten earnings statements from also-ran, third-tier semiconductor companies that confessed to be having trouble (meaning, losing share) and that see trouble ahead. Let's wait for the real players before forming a judgment on the industry. Wall Street downgrades into earnings releases imply that either some bad news is anticipated or analysts are trying to make their opinions fit the current climate.
I'm a proponent of anticipating change; it's what a good analyst tries to do. But I've never seen a major cycle peak out after only a year and a half. Sure, there have been a lot of mini-cycles within an overall recovery, but for longer-term investors, those have always been buying opportunities.
In the whole scheme of things, I don't see much chance for this economic recovery to top out, even with an administration change in the White House. Neither candidate wants this recovery to stall. The semiconductor industry grows by about five times the growth in real GDP; so as long as GDP exceeds 3%, this year and next should be good growth years for the chip companies.
--------------------------------------------------------------------------------
At time of publication, Kurlak was long Intel, Applied Materials and other tech holdings not mentioned in this column, although holdings can change at any time.
Tom Kurlak is an independent investor specializing in technology industry investments. He has more than two decades of experience as a senior Wall Street semiconductor analyst and technology hedge fund manager. Kurlak consistently ranked among the nation's top analysts in the annual Institutional Investor Magazine All Star Research Team survey. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Although he cannot answer questions about individual securities, Kurlak appreciates your feedback and invites you to send your comments to tom.kurlak@thestreet.com.
dh
re: back to work; amazing, great! NT
US court rules Intel may have to give EU documents
Monday June 21, 10:17 am ET
Reuters
http://biz.yahoo.com/rc/040621/court_tech_documents_1.html
WASHINGTON, June 21 (Reuters) - The U.S. Supreme Court ruled on Monday that chip maker Advanced Micro Devices (NYSE:AMD - News) can seek to require its bigger rival, Intel Corp., (NasdaqNM:INTC - News), to turn over U.S. documents for use in a European investigation.
ADVERTISEMENT
The justices, by a 7-1 vote, upheld a ruling that could require Intel, the world's largest chipmaker, to produce documents from an old antitrust case for use by the European Commission as it investigates AMD's complaint that Intel has abused its dominant market power in Europe.
Justice Ruth Bader Ginsburg said in the opinion that the law at issue authorizes, but does not necessarily require, that a federal court provide assistance to AMD in getting the documents. Whether assistance is appropriate in this case is not yet resolved, she said.
Chip Correction Nearing a Bottom
http://www.thestreet.com/p/rmoney/antitechrm/10166707.html $ub$cription required
By Thomas Kurlak
Special to RealMoney.com
6/18/2004 12:31 PM EDT
Semiconductors
The order slowdown is not a harbinger of bad things to come.
Economic growth will bring the industry through.
A new buying opportunity is developing.
I have to hand it to the analysts who ferreted out the inventory mini-correction now apparent in the semiconductor sector. But I must also say that they may be getting carried away with a good piece of micro analysis while ignoring the bigger picture.
The motivation for analysts being quick on the trigger is the vivid memory of the inventory debacle in 2000 and the subsequent stock price collapse. But despite fears that another bust is in the offing, this is not 2000 all over again.
First of all, the economy is too strong for semiconductors to have a real problem with end demand. The positive correlation with the GDP has been too strong for too long to worry that a disconnect is happening. Second, we are entering the seasonally stronger second half for tech products for both consumers and businesses.
The inventory numbers coming out now on Wall Street have been affecting semiconductor stocks for the past six months. And using these data points to act now is a little late with the stocks already down 25% to 40%. Remember, the market always looks ahead.
Catalysts
Let's look at two current data points about inventory that have recently hurt these stocks. Jabil Circuit (JBL:NYSE - commentary - research) reported strong earnings Wednesday but indicated that some of its telecom-equipment customers were correcting inventory and its next quarter would be affected slightly.
Chip Correction Nearing a Bottom
Page 2
This immediately hit Cisco's (CSCO:Nasdaq - commentary - research) stock and most of the semis. But what I have recently learned is that Cisco may be moving some of its assembly business to a large Asian contract manufacturer that is undercutting Jabil and other contract assemblers on price. Meanwhile, Cisco is having a strong quarter.
The other inventory data point was National Semiconductor's (NSM:NYSE - commentary - research) fourth-quarter release, which revealed a domestic distribution order decline. Management told investors that this was due to shorter order lead times on deliveries causing distributors to reduce inventory. But if that was the reason, bookings would have slowed everywhere instead of growing as they did by 45% overall. I am hearing that National Semi's distributors overbooked earlier in response to price discounts NSM was offering to promote more volume purchase deals where the distributor does not get return privileges. A large volume of these deals were booked under the program and then distributors cut back to work through the incoming inventory.
Faked Out
Both of these situations show that there can be different interpretations of events with different implications for stocks when additional information is uncovered. In these two cases, I think Wall Street is getting a head fake. While they have resulted in damage to portfolios in the short term and have made several analysts turn negative on the group, I do not think they are a harbinger. While inventory correction is never good, it may not be that widespread either.
I understand that electronics OEMs in Asia and the U.S. are talking up the second half with their suppliers while keeping near-term inventories lean. It is likely that the third quarter will be up from the second quarter, and of course the fourth quarter will be seasonally stronger. Every year at this time the Street breaks into a cold sweat over whether the second half for semiconductors will improve over the first half, and soft orders now make many observers decide not to wait around for the answer.
Chip Correction Nearing a Bottom
Page 3
While I don't want to dismiss all bad news and I know I've raised concerns about what might be ailing the stocks, the main thing to focus on is that we are not having the stop-and-go economy that I feared we might.
Inflation is not too rapid so the Federal Reserve doesn't have to slow the economy much. Industrial production and the leading economic indicators both strengthened last month. Consumer confidence is on a plateau but it's not falling despite the bad news in Iraq. And jobs are up. Also, profit margin guidance so far remains up. Longer-term issues like the aging of the "Wintel" monopoly and maturing of the personal computer market are not as much of a factor with the stocks depressed. And DRAM spot prices have stopped declining while contract prices have held up during the seasonally weakest period of the year.
So after a six-month correction in semiconductor stocks, we may be at another major buying opportunity, the best since the lows of late 2002. The micro analysis that correctly called this mini-glitch should be applauded, but it does not signal the end of the cycle.
Looking into 2005, it seems a consensus has formed that the semi cycle will certainly end by then as too much new capacity being ordered now swamps the market in parts. While a lot of new equipment orders are on the books, very little was ordered for the past three years. Indeed, the $40 billion to $45 billion of equipment expected to be ordered this year is about in line with the "normal" level of about 20% of semiconductor revenue. If it were 40% as in the last peak, I would be worried.
Also, customers are reportedly buying new equipment in smaller batches as they phase in increments of new capacity rather than big chunks, which typifies a top. Finally, I really haven't heard of many new factories going up and I still hear about factory closings as companies move more production to foundries. So let's worry about capacity when it's really going to be excessive, and not discount the future before it's here.
-----
dh
Reuters
EU Renews Probe of Intel, Sources Say
Tuesday June 8, 5:36 am ET
By David Lawsky
http://biz.yahoo.com/rb/040608/tech_intel_eu_1.html
BRUSSELS (Reuters) - The European Commission has rekindled a three-year-old investigation into Intel (NasdaqNM:INTC - News), asking new questions about the chip producer's business practices, sources close to the situation said on Tuesday.
The Intel case has been dormant for years, but last month the Commission sent detailed letters of inquiry to computer makers and retailers, the sources told Reuters.
A Commission spokeswoman had no immediate comment.
In 2001, the Commission said it had looked into allegations Intel "abused its dominant position in the market for Windows-capable microprocessors by engaging in abusive marketing practices."
At that time, it also sent information requests to makers of personal computers and retailers.
Sources said that the renewal of the probe by the Commission was prompted by the fact that the EU executive had got additional information from complainants.
A spokesman for Intel said that the company continued to cooperate fully, as it has for the past three years.
"We believe and have said many times that our business practices are both lawful and fair. We can't comment on any specific allegations or questions from the Commission," said spokesman Chuck Mulloy, speaking by telephone from California.
A spokesman for AMD (NYSE:AMD - News), Intel's smaller rival, had a cautious reaction to the news. "We welcome any development that will promote competition in the European computer industry," said Jen Drews.
The probe is being handled by the same European Commission team which investigated the Microsoft case, leading to a record 497 million euro fine and orders to change the firm's business practices. Microsoft will appeal this week.
The European Commission earlier this year said it was investigating the governments of France, Germany and others for favoring Intel chips in public tenders.
dh
WRT and W64.Rugrat.3344 - iAMD64 not affected by IA64 Virus
from your link: http://www.sarc.com/avcenter/venc/data/w64.rugrat.3344.html
Type: Virus
Infection Length: 3344
Systems Affected: Windows 64-bit (IA64)
Systems Not Affected: DOS, Linux, Macintosh, OS/2, UNIX, Windows 2000, Windows 3.x, Windows 64-bit (AMD64), Windows 95, Windows 98, Windows Me, Windows NT, Windows Server 2003, Windows XP
not sure you were implying anything of the sort, but wanted to make sure there was no "mis-apprehension" (SIC)
great resource, thanks - eom
Sinclair ZX80/81 eom
Sun shelves UltraSPARC V in favor of the great unknown
By Ashlee Vance in Sydney
http://www.theregister.co.uk/2004/04/09/sun_kills_us5/
Published Friday 9th April 2004 13:13Â GMT
Sun Microsystems' CEO Scott McNealy often says his company will not back down from spending on research and development, but it looks like that is exactly what Sun has done with the cancellation of the UltraSPARC V processor, according to sources.
Sun is laying off at least 500 engineers in Burlington, Massachusetts and Sunnyvale, California who worked on projects relating to the UltraSPARC V chip and its chipset code-named "Eagle," the sources said. Some workers, however, will be reassigned to other positions within the company. The layoffs make up a portion of the 3,300 staff axed last week, when Sun announced it would take a Q3 loss of up to $810m.
The end of UltraSPARC V signals a couple of pretty major shifts in Sun's strategy. ...more...
http://www.theregister.co.uk/2004/04/09/sun_kills_us5/
Prescott Pushes Pipelining Limits [In-Stat MDR Processor Highlights]
http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=19771919
Intel’s new 90nm Prescott Pentium 4 processor is a complex technical achievement—but why did Intel bother?
By Peter Glaskowsky - Editor-in-Chief -- Microprocessor Report, 02/02/2004
Intel launches its new 90nm Pentium 4 processor today, but there’s no party—no great cause for celebration. After two years of promises, hints, and rumors, the facts are somewhat disappointing. Prescott is being announced at speeds from 2.8GHz to 3.4GHz, but it simply isn’t good enough to take a place at the top of Intel’s x86 product line. Intel is also boosting the speeds of its 130nm chips, the Northwood Pentium 4 and Gallatin Pentium 4 Extreme Edition, to 3.4GHz. The latter product remains the highest-performance x86 processor Intel offers.
(not actually in reply to your post .... it was just handy - d)
I happen to be a big fan of the "new" emachines.
Have had their wide screen mobile athlon notebook for 9 months and been very pleased with quality and performannce. Just bought a T6000 2 days ago and was marveling about the company with the sales guy at BBY. He was comparing them to GTW and said he saw GTW coming for rediculous repairs more than any other brand. He was impressed that eMachines used MSI and Asus mobos. And he was also aware that athlons (64 and otherwise) provide much better real world performance than Intel benchmarks would lead one to believe.
Perhaps Inouye will stay the course.
d
The prospect of GTW coming back to AMD fold is propitious,
but it would be prudent to consider the possibilty that eMachines will dump AMD to engage in the "benefits" of the GTW single source intel relationship.
d
technically speaking, that would suck
=DJ H-P Says Co. Assessing Server With AMD's Operton Chip>HPQ
By Mark Boslet Of DOW JONES NEWSWIRES PALO ALTO, Calif. (Dow Jones)--Hewlett-Packard Co. (HPQ) said it is assessing whether to use Advanced Micro Devices Inc.'s (AMD) Opteron chip in a low-priced server. In a statement, the company responded to rumors in the industry that such a product was already on the drawing board. The statement noted that customer demand existed for an Operton-like chip that offers 64-bit extensions to the semiconductor architecture that powers low-priced servers and personal computers. The architecture is referred to as the x86 architecture. Chips with 64-bit extensions can access more computer memory at one time, giving them an advantage in certain instances over chips with a 32-bit architecture. Presently, Intel Corp.'s (INTC) Xeon server chips are designed with 32-bit technology, though its more upscale Itanium is a 64-bit chip. A decision by H-P to adopt the chip could have broad implications. Should H-P join Sun Microsystems Inc. (SUNW) and International Business Machines Corp. (IBM) in offering an Opteron box, pricing in the business could become more competitive, says Richard Doherty, an analyst at Envisioneering Group. Intel's Xeon presently dominates the low-cost server market. It could also raise questions about H-P's commitment to Itanium for high-priced servers. In the statement, H-P said it remained solidly behind Itanium. Nevertheless, the company acknowledges customer demand for an X86 chip with 64-bit extensions for "certain market segments where specific price performance needs exist," according to the statement. "H-P is currently assessing our options in this area." An AMD spokesman declined comment and an Intel spokesman was not immediately available for comment. -By Mark Boslet, Dow Jones Newswires; 650-496-1366; mark.boslet@dowjones.com (END) Dow Jones Newswires January 28, 2004 20:05 ET (01:05 GMT) =DJ H-P Says Co. Assessing Server With AMD's Operton Chip>HPQ By Mark Boslet Of DOW JONES NEWSWIRES PALO ALTO, Calif. (Dow Jones)--Hewlett-Packard Co. (HPQ) said it is assessing whether to use Advanced Micro Devices Inc.'s (AMD) Opteron chip in a low-priced server. In a statement, the company responded to rumors in the industry that such a product was already on the drawing board. The statement noted that customer demand existed for an Operton-like chip that offers 64-bit extensions to the semiconductor architecture that powers low-priced servers and personal computers. The architecture is referred to as the x86 architecture. Chips with 64-bit extensions can access more computer memory at one time, giving them an advantage in certain instances over chips with a 32-bit architecture. Presently, Intel Corp.'s (INTC) Xeon server chips are designed with 32-bit technology, though its more upscale Itanium is a 64-bit chip. A decision by H-P to adopt the chip could have broad implications. Should H-P join Sun Microsystems Inc. (SUNW) and International Business Machines Corp. (IBM) in offering an Opteron box, pricing in the business could become more competitive, says Richard Doherty, an analyst at Envisioneering Group. Intel's Xeon presently dominates the low-cost server market. It could also raise questions about H-P's commitment to Itanium for high-priced servers. In the statement, H-P said it remained solidly behind Itanium. Nevertheless, the company acknowledges customer demand for an X86 chip with 64-bit extensions for "certain market segments where specific price performance needs exist," according to the statement. "H-P is currently assessing our options in this area." An AMD spokesman declined comment and an Intel spokesman was not immediately available for comment. -By Mark Boslet, Dow Jones Newswires; 650-496-1366; mark.boslet@dowjones.com (END) Dow Jones Newswires January 28, 2004 20:05 ET (01:05 GMT)
Has "Volume is our vacine" been replaced by "Pricing is our pride"?
Sounds like Hector has turned down the volume to produce higher asp.
AMD is doing a much better job of managing its processor pricing and channel sales than in the past, said Dean McCarron, principal analyst with Mercury Research. The company used to discount its processors steeply to sell more of them, but it is now holding firm on its prices.
"The parts are being priced appropriately rather than being priced to move," McCarron said.
per your link: http://www.computerweekly.com/articles/article.asp?liArticleID=127754&liArticleTypeID=20&liC...
explains this comment in the CC:
Hector De Ruiz - Advanced Micro Devices - President, CEO, Director
Let me just talk about our capability in general terms, Mark. We currently are running our factory as a mix of 130-nanometer both Athlon XP and next-generation hammer product. We -- if I -- at the risk of sounding somewhat simplistic here, it's kind of like a knob that we're dialing, and as to how much of that we want to be Athlon XP and how much we want to be Hammer or Reented. We're basing the market with our customer very carefully as to what they want and need and planning this result from the beginning because we anticipate the beginning of the 90-nanometer conversion to really give us a big boost in our capability for particularly the K-8 hammer architecture, but even at the 130-nanometer I want to make sure it's clear that today, we have the capability of doing if we wanted to, more than a million a quarter, well more than a million a quarter. Significantly more than a million a quarter, so we're throttling that based on our plans, which are, you know, how to penetrate particular customer segments and accounts and the expectation in the second half of the year, other things will occur relative to software, where we will then be at 90-nanometers and be able to execute a little more leisurely how many units we can produce.
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Intel to cut P4 price ahead of schedule, accelerate migration to Prescott
Original date: 2004/1/20
http://www.digitimes.com/NewsShow/Article2.asp?datePublish=2004/01/20&pages=A8&seq=50
Translator: Chinmei Sung
Many local companies have been caught off-guard as Intel is bringing forward its next round of price cuts and positioning the high-end 2.8GHz Pentium 4 chip to enter the mainstream.
The chip giant has decided to cut its existing P4 processor prices on February 1, ahead of the planned February 15. In this round of price cuts, the 2.8GHz P4 will be priced the same as the current mainstream 2.6GHz chip. The price of the 2.6GHz chip will remain unchanged.
Intel’s decision is believed to make way for a faster adoption of its 90nm-processed P4 chip – the Prescott. However, its strategy will leave downstream players with pressure to clear their inventory of 2.6GHz P4s.
Intel will roll out Prescott processors in the second quarter and has set an aggressive target to capture 40% of the desktop PC processor market with the line before year-end.
Price of Intel’s desktop P4 chips (US$)
Speed (GHz) 26-Oct 1-Feb Change
3.2 (HTEE) 700 N/A
3.4 (HT) 637 N/A -
3.2 (HT) 417 N/A -
3.0 (HT) 278 N/A -
3.06 (HT) 262 N/A -
2.8 (HT) 218 178 -18.30%
2.8 193 163 -15.50%
2.6 (HT) 178 178 0
2.66 163 163 0
2.53 163 - -
2.4 (HT) - - -
2.4 - - -
IBM moves up earnings date to Jan. 15 from Jan. 20
Wednesday January 14, 5:20 pm ET
NEW YORK, Jan 14 (Reuters) - International Business Machines Corp. (NYSE:IBM - News) said on Wednesday that it would report earnings on Jan. 15 before the market open, saying that it had previously planned to report on Jan. 20 due to the timing of the holidays.
An earnings date of Jan. 20 had been conservatively chosen due to the year-end closing and the timing of the New Year and Martin Luther King holidays, IBM's head of investor relations Hervey Parke said in an e-mail sent to analysts and investors.
"However, we will be prepared in time for Jan. 15, and rather than hold it over the weekend, we will follow our normal earnings release process at this rescheduled time," Parke wrote.
SUNW upgraded on AMD partnership and enterprise growth
7:10 AM EST
B of A said it is increasing its rating on SUNW to Buy from Neutral and raising its target price to $6.25 a share from $4.10 a share. Said partnership with AMD shows promise and the stock is leveraged to improved 2004 enterprise spending.
http://www.thestreet.com/p/dps/tsn/streetnotes1.html#SUNW
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I pretend no empirical knowledge of TA. Iread Gary Smith and like to draw pretty lines. Occaisionally they look like they mean something. The big downtrend lines follow both session and closing highs. And if you do a zoom in view of the chart at "prophet" you will see it touches two points in June 2000.
The nice thing about prophet charts is that the lines you set stay in place as you come back to view them. I hadn't seen this one for a while and when I looked a couple days ago the convergence seemed more than a remarkable coincidence.
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re:That's a 3-year chart?
no, it's a 4 year. http://www.prophet.net/ is the site
The java chart app lets you draw trend lines and apply studies susch as the bollingers.
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Inflection point?
cheers,
d
sold all this afternoon. Hope to be back in soon.
From the about freak'n time department:
"Intel releases 802.11g Centrino module orders to D-Link and GemTek, sources say
Daniel Shen, Taipei; Chinmei Sung, DigiTimes.com [Tuesday 18 November 2003]
http://www.digitimes.com/NewsShow/MailHome.asp?datePublish=2003/11/18&pages=A6&seq=29
D-Link and GemTek Technology recently landed 802.11g module orders from Intel for use in next-generation Centrino notebooks, according to sources.
The two companies will use Intel’s 802.11g chip solution, with volume shipments slated for the first quarter of next year, the sources said. However, D-Link, which spun off its OEM/ODM manufacturing unit in the third quarter to focus on own-brand business, is likely to outsource production to Global Sun Technology or its subsidiary Alpha Technology.
D-Link, GemTek and Global Sun declined to comment, only saying they will continue to pursue Intel’s orders.
Intel debuted Centrino notebooks last March. The Centrino platform includes a Pentium M processor, an 855PM (Odem) or 855GM (Montara) chipset and an 802.11b wireless network connection module, using a MAC/baseband integrated single chip from Texas Instruments (TI) and a RF transceiver from Royal Philips Electronics. In October, the chip giant began shipping 802.11a/b WLAN modules for Centrino notebooks and continued using network chip solutions from TI and Philips.
It is only natural that Intel, a chip giant, moves on to use own-developed chips, the sources said.
Intel plans to launch 802.11a/g Centrino notebooks, using in-house 802.11a/g chips, in the second half of next year."
Well, given that we're talk'n 2nd half next year; it's not about freak'n time yet!
Just for the record, love the M, hate the Centrino nonsense. But I must admit that it's a much bettter marketing gizmo than "Quantispeed" Wasn't that an Australian Airline?
btw, is it fair to say that a pentium M at a given frequency outperforms a t-bird, t-bred or barton at the same frequency? Should we expect the Dothan to outperform the current M at the same frequency?
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