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Here is an interesting observation that warrants comment. A far larger percentage of messages on the intel board are either explicitly anti-AMD, anti-AMD poster or include some language that expresses the authors anti AMD sentiment (e.g. Droid) than messages on the AMD board being anti-Intel.
Let's assume that I agree, that you're right for a moment. Then, another interesting observation would be, that the difference, is that most, if not all of the Anti-AMD etc comments you reference, occur on THIS INTC Board. There is, of course, an occasional Anti-AMD comment posted on the AMD Board, but clearly, by your own admission, it is an exception, not the general rule.
Contrast that, with many of the AMD Fans, you know the ones I mean, who while managing (somehow) to refrain (or not) from posting constant anti-intel comments on the AMD Board, still, seem to be able, to reserve their most venomous comments, for rubbing people's noses in it.......... ummmmm, I mean, for posting here, on the INTC Board.
Now, I'm not suggesting that by doing that, that they're some sort of sick, sadistic bastards, or anything like that, OH NO, I would NEVER do that, But I guess, IMO, it just goes to show, the general higer level of class of the INTC Posters, when they go "over there", and the general lack of class thereof, of the AMD Posters, when they come "over here".
Yes, I guess I must agree with you, Interesting Observations, indeed.
Halliburton and Intel Team to Advance Technology Solutions for Oil and Gas
Strange bedfellows:
Maybe, or maybe "Smart Bedfellows". While I don't particularly like the apparent "intimate" relationship of Haliburton to the highest levels of American Political leaders, and their "No Bid" contracts awarded thereof. That being said, I also have no issue with intel tuning their products based on Halliburtons knowledge of O&G, and their Logistical Distribution expertise.
Halliburton is a big O&G Company, and like it, or not, while it looks like Halliburton likely overcharged the US government for the products they "contracted" for, I also noted, that from all accounts that I've read, that the products got to where they were supposed to be, half way across the planet, in a very timely manner. That takes logistical horsepower, and expertise, and my guess is that "Oil And Gas" exploration industry, has good future growth potential.
IIRC subzero previously pointed out top level links between
AMD and CS in terms of directors etc. I can't remember the
details.
Not that I wish to take credit, away from Subzero, or anything..... OK, yes I do
http://www.investorshub.com/boards/read_msg.asp?Message_id=5907764
FORTUNE 75 KEY DECISIONS
20 That Made History
http://www.fortune.com/fortune/fortune75/articles/0,15114,1071184-19,00.html
1985: Grove fires himself
It’s business folklore. Andy Grove and Gordon Moore, Intel’s president and CEO, respectively, were facing the rapid decline of their core business, memory chips. Grove turned to Moore one day in 1985 and asked, "If we got kicked out and the board brought in a new CEO, what do you think he would do?" Replied Moore: "He would get us out of memories." Said Grove: "Why shouldn’t you and I walk out the door, come back, and do it ourselves?" And so they symbolically fired and rehired themselves, traded memories for microprocessors, and turned Intel into a technology powerhouse.
I agree with everything, except this....
Chipsets running at over 100% capacity, meaning some needed maintenance is delayed.
Actually, I think that maintenence is being done MORE frequently..... Relative to time, that is.
the reason i think so, is because when a new microprocessor process starts up, The tool maintenance is almost always "Time Based", Weekly, Monthly, semi-annual Preventative maintenance etc... because you are not running very many wafers.
After the process ramps up above, oh I don't know, say > 2500 Wafer Starts Per Week, then doing Time based maintdenance, is usually not sufficient, because the tools are being run harder. Usually at that point, a Fab will convert to "Wafer Counter Based" PM's. Such and such number of wafers through the tool.... take it down. Since chipset Fabs are usually much more "mature" processes, I would guess they have gone to wafer based awhile ago.
So, I guess what I'm trying to (Long Windedly) say is, if your pushing >100% of the wafer start capacity, then the counters also reach their limits sooner, and so the tools would most likely go down for maintenance more frequently.... timewise, but I guess, on second thought, since early process loadings are light, then it could be correctly argued that tools are being taken down later, wafer count wise.
There, clear as mud, eh?
Q2'05 Mid-Quarter Business Update Release and Conference Call
Scheduled to start Thu, Jun 9, 2005, 5:30 pm Eastern
http://biz.yahoo.com/cc/3/56693.html
please delete post.....
done
Heat And Apple
http://www.overclockers.com/tips00791/
I got two emails this morning. One asked me to comment on a blog talking about the heat-related reasons why Apple would decide to go with Intel; the other asked me why AMD wasn't chosen rather than Intel, and the prospects of AMD ever being asked.
On the other hand, current PowerPCs/AMD chips are rather cooler than Prescotts because they use silicon-on-insulator (SOI) technology.....
It should be noted that AMD has had a lot of problems with SOI and has been largely dependent on IBM to solve its problems; AMD has paid IBM at least a hundred million so far for CPU/SOI help. For technical purposes, AMD'a SOI technology is essentially an x86 version of IBM; it has the same plusses and minuses.
AMD is just reaching crossover (i.e., new generation of CPUs outselling previous generation) now with Athlon 64s twenty-one months after product introduction, a process which normally takes six-months. They are now having problems with dual core. This is a big part of the reason why Apple didn't go with AMD, more below......
SOI also has some other limitations. SOI does quite well in the power consumption area at low-to-moderate speeds. Try to push it past that boundary, and power consumption skyrockets. Past a certain (relatively low point), it just stops working, and it's not just a matter of heat. Overclockers have found that they can push Prescott a lot provided they use extreme methods to cool it; they've had considerably less success with Hammers (even after adjusting for different IPCs).....
Nor does SOI do terribly well in low-power situations. Intel's mainstream Dothan chews up a max 27W at top speed; the AMD equivalent chews up 35W. AMD is only starting to pay attention to power reduction on their mobile chips, until recently, they just took the best of the litter from the desktop and made them mobile chips.
In short, Intel has been taking an intense crash course in power reduction the last few years, and the results of their homework should be apparent starting next year. IBM/AMD thought SOI WAS the crash course, and only recently realized that it was not......
Article: Experts mull interconnect beyond 65nm
http://www.eet.com/news/semi/showArticle.jhtml?articleID=164301195
IB, I don't know, seems like the USS Itanic is mounting a BFG code-named "Monticeto."
I'm not sure I would say a BFG, more like an Aegis System
http://www.janes.com/defence/naval_forces/news/misc/aegis010425.shtml
I did say closing in on. Dual-core should get them that much closer by Q4.
The term "closing in" as normally understood by fluent english speakers, generally implies already "being close". There is no way, no how, that 5.7% would be deemed as "closing in" on 10%, by any normal english speaking person. And nobody would suggest that it is so.
Well, almost nobody, I mean.
Of course, this begs the question of what will happen to AMD's process development schedule. With IBM acting as Hector's sugar daddy on process technology, AMD will be in serious trouble to keep up with Intel.
I think any deal for IBM to get out of the semiconductor manufacturing business, would most likely have to contain provisions from the buyer that would cover the continuation of AMD's process technology agreements in some form. What form? Beats me, but intuitive logic tells me, that if I were AMD writing a Process Technology sharing agreement, I would include language to cover me, in case of this type of potential sale situation. Wouldn't you?
Intel invests in Japanese content distributor
http://news.zdnet.com/2100-9595_22-5728590.html
Intel said it is earmarking some of its Digital Home money to help fund a Japanese company that specializes in distributing movies and music online.
The chipmaking giant said Bellrock Media will get an undisclosed slice of Intel Capital's $200 million business-development pie. The fund helps feed start-ups that fit in with Intel's vision of homes filled with a universe of connected devices based on its architecture.
Zeiss acquires mask repair startup with Intel's help
http://www.eet.com/news/semi/showArticle.jhtml;jsessionid=US2VFLAFDRPC2QSNDBESKHA?articleID=16370314...
SAN JOSE, Calif. — With financial help from Intel Corp., Germany's Carl Zeiss SMT AG on Thursday (June 2) said that it has acquired Nawotec GmbH, a supplier of semiconductor equipment for the competitive photomask repair market.
To enable the acquisition of Nawotec (Rossdorf, Germany), Zeiss (Oberkochen, Germany) reportedly received help in terms of funding from a group of investors led by Wellington Partners, CIPIO, Target Partners, and Intel Capital. Terms of the deal were not disclosed.
Intel Upwardly Mobile
http://www.thestreet.com/_yahoo/tech/chriskraeuter/10226324.html?cm_ven=YAHOO&cm_cat=FREE&cm...
SAN FRANCISCO -- Intel (INTC:Nasdaq - commentary - research) expects the current strength in the mobile computing market to outstrip even the most optimistic of analysts' estimates, company officials said Thursday.
At a briefing here, Mooly Eden, vice president and general manager of the company's mobile platforms group, said that while current notebook shipment growth on a compound annual basis has been predicted by Gartner at 14% through 2009, he expects that estimate could be revised higher. This contrasts with predicted desktop growth of only 3% over the same time period.
Market Pulse: Lehman ups Intel price target, earns expectations
http://biz.yahoo.com/cbsmb/050525/de5314f807f64613a08b039c066d570d.html?.v=1
NEW YORK (MarketWatch) -- Lehman Bros. raised its stock price target for Intel Corp. to $30 from $28, and increased its earnings and revenue forecasts, on an improved gross margin outlook.....
There's another "if": what if you’re completely wrong about the technology? I can’t figure why you like to draw conclusions about technology you clearly don’t understand.
-spaark
You can't? Consider the source, and think about it.
Hint: Dan's Mind..... AMD=Good, Intel=Bad, case closed
Lenovo faces IBM staff exodus in China
http://digitimes.com/systems/a20050516A1001.html
Lenovo has recently suffered a surge in employee resignations from the former IBM unit in China, according to sources at IT companies. The sources indicate that the firm has lost 40-50 members from its IBM team, accounting for about one third of the number of employees at IBM’s PC unit in Greater China, since Lenovo announced the acquisition last December.
In addition to losing IBM employees, Lenovo is losing some market share, as IBM’s notebook shipments in Asia Pacific, excluding Japan, have been decreasing for the past two quarters, according to data from International Data Corporation (IDC).
$3 Million in Awards up for Grabs.....
Yes, Yes, I know, nurturing > 1400 developing teenage science minds, to the tune of 3 million dollars, is not as "Self Satisfying" a display of "I Love Me So Much", as it would be, for instance, to use your companies money, to pay for a "College Chair" in your name, http://www.ece.uiuc.edu/news/hl-hwu-investiture.html
But I guess it will just "have to do".
http://biz.yahoo.com/bw/050509/95693.html?.v=1
$3 Million in Awards up for Grabs as Record Number of Teens Compete in Intel International Science and Engineering Fair.
PHOENIX--(BUSINESS WIRE)--May 9, 2005--A record number of young scientists and inventors arrive today to compete for $3 million in scholarships and awards at the 2005 Intel International Science and Engineering Fair (Intel ISEF), presented by Agilent Technologies.
Representing 45 countries, regions and territories, 1,447 high school students will spend the week meeting with senior scientists, sharing ideas and presenting projects on such varied topics as alternative fuels, water quality and organic compounds to fight infection and disease. Students range in age from 13 to 20; the split between females and males is almost even. Nearly one-third of the projects are entered in the engineering or environmental sciences categories, and 19 percent of the students have obtained or are in the process of obtaining patents on their projects.
Paradigm Adopts SGI Technology
for High-Performance Computing and Global Services Business
http://biz.yahoo.com/prnews/050509/sfm019.html?.v=9
Faster, More Accurate, and More Cost-Effective Energy Exploration Is Expected as Wide Range of Petroleum Geoscience Software Becomes Optimized for 64-Bit SGI Altix Platform
MOUNTIAN VIEW, Calif., May 9 /PRNewswire-FirstCall/ -- Paradigm(TM), a leading provider of advanced petroleum geoscience and engineering software to the oil and gas exploration and production industry worldwide, has purchased five SGI® Altix® systems from Silicon Graphics (NYSE: SGI - News) for its global services organization. Four of the systems, which will be used to process seismic data for Paradigm's energy customers, will be fully installed by May in four major operating regions -- the United States, Malaysia, the Commonwealth of Independent States (CIS/Central Asia) and the United Kingdom -- with a fifth system to be delivered in mid-May. This transaction follows years of productive cooperation between Paradigm and SGI, resulting in optimized performance for a wide range of software solutions.
Intel Looks to Break Out
http://www.thestreet.com/_yahoo/tech/chriskraeuter/10221782.html
Six months has brought a lot of change to Intel (INTC:Nasdaq - commentary - research) but not to its stock price.
On Thursday, the chipmaker hosts its primary analyst meeting in New York with its stock essentially flat since its last analyst meeting, held in December. At that time, Intel's top executives reassured attendees that its technology processes and product plans were in good shape despite a rocky year.
Street May Get Good Vibes From Intel
http://www.forbes.com/business/2005/05/05/cx_ah_0505intc.html
NEW YORK - Intel's analyst meeting in New York today should be an upbeat affair. The company has just come off a surprisingly solid first quarter, and for the first time in quite a while Intel beat its primary competition to market, by a few days, with a breakthrough technology.
Intel usually uses the analyst gathering to make news, and tomorrow it may announce at least one major customer for a new chip for portable computers. And rumors are circulating that it will also disclose that its wireless phone chips will be used by a mobile phone manufacturer in a third-generation handset. An Intel spokesman did not comment on the wireless rumor.
Generally I agree...
but Intel announced 90nm engineering samples in early 2004, so almost 5 quarters ago!
Just for accuracy sake, according to the Geek at the time,
http://geek.com/news/geeknews/2004Feb/bch20040223023956.htm
intel "unveiled" 90nm Flash in early 2004, but at that time, was predicting samples in april 04, with volume production to "BEGIN, in the fall" of 2004. That would mean volume should hit packaging ~ 10-12 weeks later, add 1-2 weeks for packaging, so volume availability should have been ~ 3 months after volume production begins, in other words, sometime in the spring of 2005. So that means..... Ummmmmmm..... remind me again..... what season, and year is this?
No doubt intel's 90nm flash MIGHT have some output issues, but whether that's related to yields, or just the damn tools breaking the wafers, or even assembly issues (stacked packaging?), I don't know, but I guess at this point in time, it just doesn't strike me, that with the percentage of revenue that flash makes up, with oversupply of flash, and flash prices in the toilet, that not having hugh supplies of flash is as grave a concern, for intel, no?
Intel's "Intel Around Us" Strategy
http://www.fool.com/news/commentary/2005/commentary05050207.htm?source=eptyholnk303100&logvisit=...
Intel has publicly stated that nanotechnology will be an integral component of its long-term strategy. By applying the "science of the small" to a variety of applications both near and far, the company maintains its promise as an excellent long-term investment.
Keep in mind that a decent PC game can now cost as much
to make and promote as a Hollywood feature film.
[OT:] I'm currently playing this older "Latin American Dictator" PC Game called Tropico, and the latest "Mucho Mucho" game CD update, included a bonus "Making Of The Game" story on the CD. Before I saw that, I never realized what an expense, not to mention a logistical pain in the arse it is, to get a game from the brainstorming stage, to "out the door". Then they, and the Publisher just basically hold their breath, waiting to see if it sells. Sheesh!
I no longer secretly wish to be a Game Developer some day
Intel's WiMAX basestation
http://www.eet.com/news/semi/showArticle.jhtml?articleID=161600831
BATH, England — Intel Corp. demonstrated a WiMAX basestation platform at the International Basestation Conference here this week and revealed it is developing a board for both the fixed and mobile versions of the high-speed access technology.
The chip group, which has been at the forefront of promoting WiMAX — and is believed to have spent about $500 million on developing the techology over the past few years — showed the development platform for the first time at the conference.
AMD Turion notebook disappoints
http://www.theinquirer.net/?article=22861
PC MAGAZINE has the first worldwide AMD Turion Notebook. The Acer Aspire AS5000 costs only $1099 direct and boosts a 64bit processor, 512MB DDR memeory and a 60GB hard drive on top of a DVD writer. PCMag seems to prefer the Dell Centrino-based Inspiron 6000 because it is less expensive, has more life battery, performs better and weighs less.
Go Figure
Intel Corporation Analyst Meeting
Scheduled to start Thu, May 5, 2005, 4:00 pm Eastern
http://biz.yahoo.com/cc/1/55631.html
Intel Solidifies Lead In Graphics Chips Market
http://www.forbes.com/markets/2005/04/27/0427automarketscan03.html
Merrill Lynch said that according to data from Mercury Research the graphics accelerator market declined by 9.1% in the first quarter to 59.5 million units from 65.4 million units in the fourth quarter of 2004. Intel (nasdaq: INTC - news - people ) maintained its top market spot and gained share on the back of strong notebook integrated graphics processor (IGP) growth, according to the research firm. Intel boosted its share to 44% from 40%
TSMC: Move to 65nm More Challenging Than to 90nm
http://www.reed-electronics.com/semiconductor/article/CA527877?spacedesc=news
SAN JOSE -- For foundry giant TSMC, the move to 65nm designs, which the company will take into production at the end of this year, will be more challenging than the move to 90nm.
That’s because Taiwan Semiconductor Manufacturing Co. (TSMC) is using a new material in its transistor gate stack, nickel silicide, and a lot of strained silicon at the 65nm process node, said Shang-Yi Chiang, senior VP of R&D, during a press conference at the company’s annual spring tech conference here Tuesday. The move to 90nm from 0.13-micron did not mean any materials changes for the Taiwan-based company, he said, making for an easy transition.
TSMC pushes out SOI until '07 due to poor demand
http://www.eet.com/news/semi/showArticle.jhtml?articleID=161600650
SAN JOSE, Calif. — Lack of demand for silicon-on-insulator (SOI) wafers has prompted Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) to push out the technology until 2007, the company said on Tuesday (April 26).
Shang-yi Chiang, senior vice president of R&D at TSMC, said that the company does not have a single customer for SOI wafers despite offering the technology in various forms over the years.
This is not to say SOI is dead in the water; on the contrary, AMD, IBM and others have adopted the technology. Intel Corp., however, has dismissed SOI technology, it was noted.
Chipguy, don't forget that SGI's most recent quarter was minus a few key deals, which would have put their earnings in a much better light. This DoD win is probably one of those, but fortunately, it will now count towards Q2 earnings.
Jeez, I never thought that I would catch myself saying this, but could this actually signal.....
An SGI buying opportunity?
TO THE MOOOOOOON
(ok, niceguy impersonation = off)
Having close to half of this market segment is great news to AMD, but the fact is that Intel can still dictate the rules of the game based on its majority market share alone.
Tenchu
I thought that it was interesting in that, it was surprising to me, because, at least in my previous perspective, I always thought that AMD was leading in the "preferred gamers" market segment. At least it always has, with my Nephew
Intel’s Processors Most Popular Among Gamers
http://www.xbitlabs.com/news/cpu/display/20050424151134.html
While Advanced Micro Devices Inc. has done tremendous job in terms of increasing market share and popularity among enthusiasts of computer hardware and games, Intel Corp. still leads in terms of adoption among gamers, it seems based on the most recent survey results from Valve Software, the developer of the popular Half-Life 2 title. Graphics chips designer ATI Technologies is also behind rival NVIDIA Corp., it seems, based on the poll.
Why am I not surprised?
Hey Elmer..... Even better..... Remember that time Jerry Sanders publicly crowed about AMD's 92% Line Yield? Shoot, I remember thinking at the time, "If I had 92% Line Yield, I'd be in 24x7 Task Force Mode, to try and figure out WTF was wrong with the wafer handling on my Production Line".....
Haw Haw Haw..... WHEW, Oh man..... I slay me
(btw, for the uninitiated, sorry, that was a semiconductor manufacturing joke)
You really have to look at the amount of the city tax and what it is for. If it is a very small amount and it is for providing, say parking or ingress and egress to the plant, or police patrol, you would want to rethink the objections.
Again, not ALL taxes are bad. JUST MOST. :))
And, one must also look at the amount of bond financing certain localities generate, if you catch my drift. (I don't have private email privileges.)
No doubt. To be honest, I didn't attend any of the public meetings, and I'm sure that I'm not privy to all the reasoning behind the deals and/or decisions that local gov't makes with local industry, and they may very well be based on legitimate reasoning. It may very well have been more economically advantageous, or just plain smarter, for intel, and/or Chandler, to go that way.
Oh, to be a fly on the wall. In any case, I just hope intel made (makes) a good deal
What do you think about Hudson and Colorado Springs?
I think intel did a great job converting Hudson from a DEC Fab, into a copy exactly intel Site, but I'm not sure that they have the additional Land space necessary for expansion there. Another issue for Hudson IMO, is the relatively high local housing prices, lthough Az seems to be catching up in that area lately. Since I'm already a homeowner though, I'm not complaining
Colorado is Flash memory, afaik. I thought that plans for Colorado expansion were already in motion, and then put on hold. I'm not really seeing too strong of a market reason to expand Flash capacity at this time. I wonder though, if the Colorodo Process could be adapted for chipsets?
Semi
Articles in the paper here have discussed more than 1 more fab, so who knows. If Arizona is going to be in the running then they must be competitive from a tax perspective. It's still not clear if they're willing to do that. They need a ton of money to pay the medical bills and provide welfare for all the illegals who have invaded our state. The sad thing is that they can't seem to realize that it's better to reduce the tax burden and have industry here than to keep the tax rates high and lose the business entirely. Go figure...
Yeah, unbelieveable. Get this, I recently read, that the city of Chandler "approved" a "No Tax Break" area in the city, and you know what those dopes did? The "area" just so happens to include the entire Chandler Blvd Intel Site.....
How stupid can they be? I guess that the City can forget about any more expansion on that site. Whose "brilliant" idea was that? Yesturday, I saw a "for sale" sign on the additonal undeveloped acres intel has on Chandler Blvd.
Politicians..... Sheesh.....
Is this a blow to Arizona's chances for a new fab?
Intel To Invest In Exchange For Tax Breaks
There was a recent article in the Arizona Repulic, describing intel's presence, in Arizona, and a discussion of future plans regarding intel's Ocotillo Site in South Chandler. There is actually 2 public meetings, scheduled to meet with company representatives.
Unlike Oregon, Intel already has the additional land that would be needed, in Az. There are 700 acres on it's Ocotillo campus, and it's location is ideal, along the Price Road corridor, which has been designated industrial, with Wells Fargo Corporate HQ, Motorola, and Semiconductor Packaging Leader, Amkor already in residence. I've seen a publicly displayed Ocotillo site model, that included a second "dotted line" fab, hung off the superstructure of Fab22, so the Facilities may also already be in place, or partially completed. Also, with Motorola in the area, in additon to intel, and Microchip, there is a large semiconductor worker base in Az, since that would also be the third Fab on the site, in addition to already established F12 and F22.
No doubt, Oregon has some distinct advantages, with a good portion of intel's R&D functions already there, and I'm going to certainly admit to obvious "Arizona Bias", but IMO, because of the availability of the land, if the issue is High Volume Fab location, in a 1:1 competition for future fabs, I'm still going to have to go with Az.
Of course, none of that takes into account, the pitch for new Fabs, from the Israel, or Ireland Sites
AMD annnounces Opterons/dual core desktop parts...
Yes.... And I hereby "announce", that I have achieved the solution to cold fusion. I printed it out on my HP paper printer, just like this "announcement" should be
Oh, and btw, just in case "anyone" is having is having a crybaby, complaining, temper tantrum, right now.....
http://www.siliconinvestor.com/readmsg.aspx?msgid=21243044
Today is my day off