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DoU - Oooo - SAMPLES! That sure beats "shipping for revenue"!
mva5 - I didn't mean it wasn't a good chip, just that it's not selling as well as drjohn thought.
drjohn - Different viewpoint there. Turions are now massively available, and are selling fabulously; not only were sales up, but ASP's as well. Core Duos may be scarce, but it ain't because they're selling so well.
CJ - Watch out, then, if that's what they expect, better sell AMD & buy Intel, that'd certainly do remarkable things to the stock prices the way things have gone in the past few years! ;)
mas - Riiigghtt - 0 to 50% ramp in 1 quarter! And I have a beachfront cabana in Flagstaff, AZ I can sell ya, too! ;)
wbmw - So you apparently believe they didn't start any wafers until about 4/1/06? I suspect it was a lot closer to the beginning of the quarter.
wbmw - What makes you think the transition will be that abrupt? Just because that might favor Intel doesn't mean that's what's going to happen.
mas - I imagine it'll be a while yet; there isn't even a final DDR3 standard yet as far I can tell.
CJ - It's actually the May 2006 issue, I just received it.
CJ - Have y'all seen the interesting article on "genetic programming" in Pop Sci this month? John Koza sort of combined genetic algorithms and AI to bring about some interesting results. The system has already produced one patented item, a more effective (microwave?) antenna.
Gb - No need, I think you already did that. Or at least implied it.
Ah - so Tiger64 = gzubeck.
Golfbum - You're making the mistaken assumption that not being capacity constrained equals not being fully utilized(or very close to it).
Golfbum - Perhaps better said - "We've matched our capacity very well to our growth rate, thank you!"
wbmw- Optimistic, aren't you?
chipguy - Sorry, somehow I missed/misread the word "reversing" in your post!
jjayxxxx - LOL!
chipguy - Oh, please! AMD's ASP is doing quite nicely. I don't know that Intel has sold enough of your favorite babies to make up for their erosion in volume AND ASP elsewhere.
wbmw - Kinda like "wait for Prescott... Smithfield... Dempsey... Yonah... Conroe... Woodcrest... Clovertown...", eh? ;)
alan81 - I think he was referring to what VIIV is doing now, which was recently revealed somewhere. Robson is a different beast, and certainly would seem to be much superior, and a valid selling point, if and when they bring it to life.
marcotte_2000 - Indeed. Apparently none of us mods has the time any longer to keep up with the flow of garbage here. It's too bad, it started out well. Wouldn't be a problem if folks could just read and heed.
Looks like Intel is following AMD's lead again - x86 everywhere.
Well, everywhere except Itanium's little corner of the universe...
"Leading-edge Processors Get Embedded
By Jessica Davis -- Electronic News, 4/5/2006
SAN JOSE -- Just a month after promoting its new Core Duo processor to loyalists at the Intel Developers Forum, Intel executives began hawking the chip to a new crowd – embedded developers.
Rather than pushing its XScale processor here at the Embedded Systems Conference this week, Doug Davis, VP of the digital enterprise group at Intel and general manager of its communications infrastructure group, talked up the benefits of Intel’s most advanced x86 processor on the market today. Intel had first announced that the processor would be supported for the embedded market on February 14.
And while Davis stopped short during his address of suggesting Intel’s high-end Itanium platform for embedded applications, it was clear that Intel planned to push its leading-edge x86 technology into the embedded space.
The move was not a surprise to representatives at Intel rival AMD, also at the show to talk about their latest offerings for the embedded space.
“We’ve taken our high-end processors to the embedded space as well,” said David Rich, director of business development and customer support for AMD’s high-end embedded offerings. Rich said that AMD started offering all of its x86 processors to the embedded space just over a year ago..."
http://www.reed-electronics.com/electronicnews/article/CA6322545.html
Virtualization benchmark thoughts
http://www.aceshardware.com/forums/read_post.jsp?id=115160494&forumid=1
The sooner the better.
mas - I wonder if the 3rd gen strain might be intro'd earlier on 90nm. That post seems to say it won't be intro'd on 65nm until start '07.
Taiwan IPC makers adopt AMD embedded processors
Shawn Chen, Taipei; Jessie Shen, DigiTimes.com [Thursday 6 April 2006]
The recent launch of the AMD Geode LX EPIC reference design kit (RDK), aimed at delivering lower power solutions for single board computers (SBCs), have been adopted by Taiwan's industrial PC makers Advantech Computer and DFI, according to the companies.
Advanced Micro Devices (AMD) announced on April 3 that the availability of its Geode LX EPIC RDK will enable developers to get their products faster to market. The design supports a wide-range of ruggedized industrial SBC applications, including data acquisition, video processing, point-of-sale terminals, telecommunications, global positioning satellite (GPS) devices and motion control.
Currently, Intel's embedded processors have an average price of more than US$100, compared to US$50-100 for VIA Technologies' C7 series, sources at Taiwan IPC makers indicated. AMD's embedded series are priced at less than US$50, the sources found, noting that the lowered price is expected to attract more IPC makers.
http://www.digitimes.com/systems/a20060406PB202.html
CJ re: "That is reality." Apparently a radical and foreign concept?
Joe - But even if it comes soon, it won't matter:
http://www.investorshub.com/boards/read_msg.asp?message_id=10159616
;)
mas, DoU - And Turion X2 rev. G will have 100MHz granularity on PowerNow!, so that should also help out in real-world use.
That makes more sense.
mas - Yeesh!! You see the voltage they used? 3.072!
Edit: Guess it's a software bug adding the 2 cores voltages together. Sounded absurd.
AM2 prices? Orderable by system builders May 15.
http://www.dailytech.com/article.aspx?newsid=1601
fpg - I would think that Conroe would benefit more from low latency memory than their Netburst line, right?
Looks like AMD may have timed it just about right:
http://www.anandtech.com/memory/showdoc.aspx?i=2732
From conclusion:
"OCZ EL PC2-8000 is the best performing DDR2 memory ever tested at AnandTech. We expect to receive memory from competitors based on the new Micron chips in the near future. It may be similarly impressive, but OCZ is the first to bring these new Micron DDR2 chips to market. We are pleased to award OCZ EL PC2-8000 XTC our Gold Editor's Choice for the best performing DDR2 memory you can currently buy. This memory provides the lowest DDR2 memory timings possible to DDR2-533. The memory is rated at DDR2-1000 and provides exceptional performance all the way to DDR2-1100 at the fastest timings and lowest latencies seen in any DDR2 memory. OCZ EL PC2-8000 XTC is a very welcome addition to the Memory Market.
The introduction of this impressive new OCZ DDR2 memory provides us with a real tool to exploit the low-latency potential of the upcoming AM2 and Conroe platforms. The timing is just a little early, but it won't be long until this becomes one of the most sought after memories in the world."
mmoy - re:"I was a bit surprised that none of the Intel folks that are
more technically-oriented responded to my posts. CJ was the
only one to make any comments about it."
An eloquent silence.
Joey - Maybe, but remember, AMD doesn't wave around wafers and parts like Intel does.
cg - As I noted in my edited post:
http://www.investorshub.com/boards/read_msg.asp?message_id=10449211
I'm thinking I'll buy your take on this, spokeshave.