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"Seventh Annual Systemax and AMD 'Build Your Own PC Race for Charity' Donates More Than $90,000 in Cash and Computer Equipment to Schools and Non-Profits"
Looks like AMD qualifies for a donation to themselves - as they are a paramount example of a "Non-Profit" company.
"And of course: Once SUN starts gaining market share in a significant way,"
You state this as if it is a guaranteed certainty.
You are ignoring existing facts such as:
1. SUN is still many, many months away from completing any Opteron server design.
2. SUN is even further away from detailed system testing of an Opteron Server to verify functionality and stability and long term reliability.
3. SUN may not regain customers that have already defected and abandoned SUN because of past failures and crashes of SUN's USII machines, after suffering the humiliation of signing NDA agreements to not disclose SUN's reliability failures in order for SUN to attempt to fix the failures. AMong corporate customers, this experieince is paramount for them switching to non-SUN products as their businesses expand and why SUN's business keeps shrinking.
This has contributed to SUN's loss of customers, loss of business, and loss of reputation in the server market.
4. Confusion by SUN's "existing" customer base (or what's left of it) because SUN has made their third shift in strategy in under a year from:
SPARC ONLY - to Intel based servers - to Opteron Servers.
Talk about confusing your customers with your own confused strategy.
5. SUN will take a long, long time to get SOLARIS apllications ported over to 64 bit Opteron. Remember - 32 bit Solaris and Linux applications already run fine on existing Intel-based SUN servers - and DELL srevers and Hp servers and IBM servers.
6. Two companies, which have both lost money for the past 9 quarters, is not a guarantee of any success in the future.
7. Despite the repeated claims of AMD fanatics for the past 10 years that DELL has to get on board with (you fill in the chip - K6, K6-3, AThlon, Athlon MP, Opteron, etc.), DELL has done nothing but gain market share, increase profits and become dominanat in both the commercial and consumer PC space by sticking with their tried and true strategy of using only Intel CPU components.
Every company that has chosen to add AMD products to their lineup has lost market share in the past 10 years.
This new deal with Nihon Unisys and Microsoft, for a major banking computerization/modernization for a Japanese bank, may bode well for Intel, since Unisys sells promarily Xeon and Itanium based servers.
Dow Jones Business News
Nihon Unisys, Microsoft To Make Banking Systems For Hyakugo
Sunday November 30, 8:53 pm ET
TOKYO -(Dow Jones)- Nihon Unisys Ltd. said Monday that it has reached a basic agreement to develop a core banking system for Hyakugo Bank based on Microsoft Corp. (NasdaqNM:MSFT - News)'s Windows operating system.
The deal marks the first time the Japanese computer marketer and systems integrator, jointly created by Unisys Corp. (NYSE:UIS - News) of the U.S. and Mitsui & Co. Ltd. (NasdaqNM:MITSY - News) , will build a "core, mission critical system" for a banking client in Japan, said company spokesman Isamu Mabuchi.
Nihon Unisys shares were up 6.3% at Y822 midday Monday. The Nikkei 225 Stock Average was up 0.8%.
The deal represents a step forward for Microsoft, which aims to have its operating system become a core part of the Japanese banking system.
Many banks still operate old mainframes running proprietary software at almost double the cost of Windows-based banking systems. Others manage their computer system with proprietary software and the Unix operating system. The new Windows- based system is also cheaper than the Unix-based system, Nippon Unisys said.
Such cost-competitiveness may become a draw for smaller, financially fragile regional banks looking to cut operational costs.
Hyakugo Bank is a medium-size regional bank based in Mie prefecture in the west of Japan.
The firms said they will hold a press conference on the deal from 0200 GMT Tuesday.
Nihon Unisys President Seiichi Shimada, Microsoft's Japan unit President Michael Rawding, and Hyakugo Bank's President Hajimu Maeda are expected to attend.
-By Michele Yamada, Dow Jones Newswires; 813-5255-2955; Michele.Yamada@dowjones.com
-Edited by Bennett Richardson
The deal represents a step forward for Microsoft, which aims to have its operating system become a core part of the Japanese banking system.
Many banks still operate old mainframes running proprietary software at almost double the cost of Windows-based banking systems. Others manage their computer system with proprietary software and the Unix operating system. The new Windows- based system is also cheaper than the Unix-based system, Nihon Unisys said.
Such cost-competitiveness may become a draw for smaller, financially fragile regional banks looking to cut operational costs.
Hyakugo Bank is a medium-size regional bank based in Mie prefecture in the west of Japan.
The firms said they will hold a press conference on the deal from 0200 GMT Tuesday.
Nihon Unisys President Seiichi Shimada, Microsoft's Japan unit President Michael Rawding, and Hyakugo Bank's President Hajimu Maeda are expected to attend.
-By Michele Yamada, Dow Jones Newswires; 813-5255-2955; Michele.Yamada@dowjones.com
-Edited by Bennett Richardson
"So, what does that make xeon?"
Xeon was introduced in 1997 - over 6 years ago - and that makes xeon the most dominant CPU in all servers - by unit volume.
That's what it makes xeon.
With IBM running eServer Xseries adds all over the sports channels on weekends and CNBC on weekdays - and Dell doing the same for their Xeon-based servers, the facts speak for themselves.
"On the contrary, there isn't a single case where Opteron doesn't have a decided advantage over similarly configured available Itanium systems. And Opteron systems are often nearly as fast or faster than Itanium systems even if configured with less sophisticated and less expensive disk and memory."
Show us the data, Dan3.
"Johan at Ace's is doing some benchmarks on a quad Opteron server. "
Johan has been promising these benchmarks for many, many weeks.
My suspicion is that the benchmarks are either embarrassing or that he has run into serious technical problems with quad Opterons - and can't get his system to benchmark at all.
"Seems like a properly written NUMA application would minimize the accesses to remote DRAM, making an Opteron 8-way much more efficient."
Oh yeah...we're all waiting for those cleverly written Opteron programs - the ones that are always 6 to 12 months away.
In the meantime, the Opteron is just another johnny-come-lately in the 32 bit marketpalce.
"No, because it has a lower component count, leading to fewer opportunities for error during manufacturing and test."
More puke, again.
Sure - AMD's Opteron has " supposedly" no need of a chip set. Then why do all Opteron boards contain chip sets?
Maybe you can list the number of chips on comparable Xeon-based systems and Opteron based systems?
Do you?
No.
You never present data.
You just present Dan3 gobbledygook.
"The architecture has been thorouhgly described and discussed and has proven itself in quad processor benchmarks."
I can't beleive you came back with such a puky, lame response.
First of all, please point out SUN's architectural description of their upcomin Opteron servers?
You can't - because SUN hasn't released it.
Second of all, nobody but nobody "proves" servers with benchmarks. System performance with longterm reliability, availability and sustainability is what proves out system superiority - and your lamo offering of alluding to mostly non-existent quad benchmarks is so fantastically absurd that it makes you look even more ridiculouus that any one can imagine.
"why would anyone by Xeon instead of say IPF"
Simple - a vast amount of existing software is already available for XEON systems.
Intel's Pentium 4 Extreme Edition knocks the snot out of Athlon 64 3200+ in 23 out of 24 benchmarks.
http://www.nordichardware.com/reviews/cpu/2003/Athlon_64/index.php
The authors find a way of declaring the Athlon 64 3200+ the winner, however, because of price.
As is their custom, the true AMDroids resort to price/performance metrics when AMD can't win on performance.
"The more elegant Opteron design will be more reliable, as well."
Why - because Dan3 is declaring it more reliable?
Good thing you don't have to wait for any data to come to your conclusions.
God forbid the facts and truth should ever get in the way of your self-deceptions.
"see their markets eroded away by SUN's superior Opteron based design."
SUN doesn't yet have an Opteron Design - they are in the process of doing a design.
How you can glowingly describe a non-existent design as "superior" simply adds to the wealth of evidence that you have no idea of what you are talking about and substitute fabrications and canards for the truth.
"Actually, their balance sheet is even more interesting reading:"
For a really good laugh at a disastrous balance sheet, check this out:
http://www.amd.com/us-en/Corporate/InvestorRelations/0,,51_306_643,00.html
How much do you think a 300 mm SOI wafer will cost AMD ?
-SZ
Petz - DId you catch from intel's analyst conference that their Centrino - you know - the one that isn't pulling its weight - Intel's Centrino will sell - that is SELL - as stated by intel - to the tune of $2 Billion this year - 2003?
And guess what, Petz?
That $2 Billion will be more Centrino sales for Intel than ALL CPU sales for AMD in the year 2003.
Now how's that for not pulling its weight?
Seems like AMD isn't pulling its weight - right, Petz?
"Opteron sales were much higher than the 10,000 claimed by subzero."
Please provide proof.
"at least announced that they were going to use an organic, low-k dielectric at 90nm"
Did you read the article you referenced?
It stated precisely what Intel was and is using and announced for the 90 nM node - Intel uses an inorganic CDO - carbon-doped- CVD Oxide - as a low K dielectric.
How do you like this GRANT for $2.5 Million of AMD shareholder money for a W.J. Sanders III Chair to U. of Illinois ?
Not even an AMD chair !
Monday October 8, 11:05 am Eastern Time
Press Release
SOURCE: AMD
AMD Endows W.J. Sanders III Chair in Electrical and Computer Engineering At University of Illinois
SUNNYVALE, Calif.--(BUSINESS WIRE)--Oct. 8, 2001--AMD today announced that W.J. Sanders III, the company's chairman, CEO and co-founder, has been honored with an endowed chair in electrical and computer engineering at his alma mater, the University of Illinois.
``There has been a long relationship between Mr. Sanders, AMD and the University of Illinois Department of Electrical and Computer Engineering,'' said Richard Blahut, head of the Department of Electrical and Computer Engineering at the University of Illinois. ``Each year, the Walter J. `Jerry' Sanders Design Competition draws future innovators from top engineering schools around the country looking to test their engineering skills. Additionally, AMD sponsors major computing research programs emphasizing binary code and run-time optimization. The W.J. `Jerry' Sanders III-Advanced Micro Devices, Inc. Endowed Chair in Electrical and Computer Engineering continues this longstanding tradition, supporting the scholarly and research activities of a world-class faculty member in electrical and computer engineering.''
``This latest honor further reinforces Jerry's place as one of the leaders in the semiconductor industry who helped shape the way we use technology today,'' said Rob Herb, executive vice president and chief sales and marketing officer at AMD. ``Jerry's career and the culture he has helped create at AMD are a testament to the power of innovation, the belief that that no one has a monopoly on good ideas, and the value of the individual. The W.J. `Jerry' Sanders III-Advanced Micro Devices, Inc. Endowed Chair in Electrical and Computer Engineering was created in this spirit, helping produce the next generation of engineering innovators.''
AMD will contribute 2.5 million dollars over the next five years for the creation of the W.J. ``Jerry'' Sanders III-Advanced Micro Devices, Inc. Endowed Chair in Electrical and Computer Engineering. The contribution represents AMD's continued commitment to supporting higher education programs.
Sanders earned a bachelor of science degree in electrical engineering from the University of Illinois in 1958. In 1969 Sanders and seven other co-founders launched Advanced Micro Devices, a company that has since become a leading U.S.-based merchant semiconductor manufacturer. The Wall Street Transcript named Sanders the Best Chief Executive Officer in the semiconductor industry for the years 1983, 1984, and 1985, and runner-up in 1991. Sanders received the Robert N. Noyce Award, the industry's highest honor for leadership, from the Semiconductor Industry Association (SIA) in 1998, and in 2001 Sanders joined a select group of high-tech leaders who have received the Medal of Achievement from the American Electronics Association (AeA), the nation's largest high-tech industry association.
Sanders co-founded several prominent industry groups including the Semiconductor Industry Association, the Santa Clara Manufacturing Group, the Semiconductor Research Corp. and the Microelectronics and Computer Technology Corp.
About AMD
AMD is a global supplier of integrated circuits for the personal and networked computer and communications markets with manufacturing facilities in the United States, Europe, Japan, and Asia. AMD, a Fortune 500 and Standard & Poor's 500 company, produces microprocessors, Flash memory devices, and support circuitry for communications and networking applications. Founded in 1969 and based in Sunnyvale, AMD had revenues of $4.6 billion in 2000. (NYSE:AMD - news).
Visit AMD on the Web
For more AMD news and product information, please visit our virtual pressroom at www.amd.com/news/virtualpress/index.html. Additional press releases are available at www.amd.com/news/news.html.
Note to Editors: AMD, the AMD Arrow logo, and combinations thereof, are trademarks of Advanced Micro Devices, Inc. Other product names are for informational purposes only and may be trademarks of their respective companies.
--------------------------------------------------------------------------------
Contact:
AMD
Drew Prairie, 512/602-4425 (PR)
drew.prairie@amd.com
Toni Beckham, 408/749-3127 (IR)
Email
"The Hewlett-Packard Itanium II Workstation was provided as a grant "
HP gave away an Itanium machine - Why are you claiming that Intel gave it away?
Do you possess evidence or proof that Intel gave away the processors to HP for free?
I didn't think so.
By the way - all those Opteron listings on Pricewatch indicate what to you?
Unsold CPUs?
"I would think any business at some point expects to be profitable."
AMD has predicted profitability for "the next quarter" for the past 9 quarters.
"The point I was trying to make was it does not matter if the Fabs are connected phisycaly in some way or not."
So who cares - the same AMDroids that predicted AMD's one FAB 30 could produce 50 million CPUS a quarter and supply the whole world's requirements?
Whatever happened to those predictions?
"couldn't amd just do a private convertible placement without an underwriter like they did earlier in 2002 and 2003"
AMD used underwritewrs in 2002:
"Press Release Source: AMD
AMD Announces Planned $300 Million Public Offering Of Convertible Senior Notes
Tuesday November 19, 7:26 am ET
SUNNYVALE, Calif.--(BUSINESS WIRE)--Nov. 19, 2002--AMD (NYSE:AMD - News) announced that it is filing today a prospectus supplement with the Securities and Exchange Commission with respect to the Company's planned public offering of $300 million of convertible senior notes, which will be convertible into the Company's common stock. The Company expects that the underwriters will also have a 30-day option to purchase up to an additional $45 million of convertible senior notes to cover over-allotments.
The offering will be made pursuant to a prospectus supplement under the Company's existing $2 billion shelf registration statement. Banc of America Securities LLC and Salomon Smith Barney are the joint book-running managers and Merrill Lynch & Co. is the co-manager for the offering. The Company expects to use the net proceeds from the offering of the notes for general corporate purposes, including capital expenditures and working capital. "
"Dual DDR has about the same performance as RDRAM ..."
Blah Blah Blah blah blah.
AMD - the only innovator !!
"How AMD exersizes it would depend on the perceived tax liability."
Why would AMD care about Tax liability?
Taxes are only paid on profits - and AMD hasn't made a profit in a coon's age.
"If we look at the high-end of the processor spectrum, Intel has done almost nothing over the past year, moving from perhaps the 2.8, or perhaps the 3.06 depending on when you start your clock to either the 3.2Ghz or 3.2Ghz + big cache products depending on when you stop the clock. "
You completely ignore Intel's introduction of a dual DDR channel chip set at 400 MHZ PSB and then ramping that up to 533 MHz and then all the way to 800 MHz PSB.
And you minimize Intel's 400 MHz improvement in getting the Pentium 4 from 2.8 MHz to 3.2 MHz.
Just how many MHz did the Athlons go up over this past year?
"Not if what was shipped was a freebie."
Funny you never bring up your concerns when AMD said they shipped 10,000 Opterons this past quarter.
I guess you really think AMD gave most of them away..right?
"Isn't IDC one of the outfits with predictions that by now, some 80 or 90% PCs would ship with Rambus memory?"
Almost as good as Jerry Sanders' prediction that AMD would have 30% of the x86 market share in 1999...then 2000...then 2001...then 2002.
AMD is suffering massive power and yield problems on their 90 nM program - and has slipped the launch 3 more months for the secons 3 month slip in the last quarter.
This puts AMD's total slip of their 90 nM process to over year.
AMD fan boys will see no problem here - right, fellas?
AMD delays 90-nm process ramp by one quarter
By Silicon Strategies
11/20/2003 12:45 PM EST
URL: http://www.siliconstrategies.com/article/showArticle.jhtml?articleId=16400055
SUNNYVALE, Calif. -- Amid a new and bold plan to build a 300-mm wafer fab, Advanced Micro Devices Inc. disclosed that it has delayed the volume deployment of its 90-nm process technology by two to three months.
AMD originally hoped to ramp up its 90-nm process in the first half of 2004, with volume production due in the latter part of the second quarter of next year, said Hector Ruiz, president and CEO at AMD.
Now, the company plans to move into volume production in the second half of 2004, Ruiz said. More specifically, the AMD executive indicated that 90-nm chip production would take place in the third quarter of 2004, he said.
There has been a "two or three month slip" for the volume ramp of the 90-nm process, he said during a conference call with analysts. The AMD executive also outlined the company's 300-mm plans. As reported, the company set plans to build a 300-mm, 65-nm fab in Germany. Production is set for 2006 (see November 20 story).
During an analyst conference last week, AMD demonstrated 90-nm prototypes of its Opteron line of 32/64-bit processors. At present, AMD is producing processors at the 130-nm node. "Our yields (at 130-nm) are good," he said.
"We find this is very popular with out customers .."
Without customers...?
That's AMD's main problem, no?
"proclaim Intel as a "King of the Low End and Master of Trash".
Funny - Intel, the Master of Trash, just earned $2.3 Billion last quarter selling all that trash, while the UberMaster AMD pissed away another opportunity by losing $31 million while every body else was raking in profits.
Maybe AMD is the Master of the Trash Heap.
"The Opteron was targeted at the Xion. It destroy's it."
Sure.
That's why Intel's Xeon (the proper spelling) sales were up 20% in Q3 2003 from Q2 2003 in the same two quarters that the Opteron launched and "shipped" - and AMD admitted the Opteron hasn't even reached "Itanic" sales levels yet.
Fantasy Island for the Droids.
De Plane !! De Plane !!!!
"AMD to build another fab just for Chinese market. I have a female friend who once went back to mainland China. The place she lived is a big city (Chengdu, China). "
Maybe AMD can build their fab next to Intel's Test and Assembly plant in Chengdu:
China PC market overtaking US
HONG KONG: Intel Corp, the world’s biggest computer chip maker, expects the fast-growing China market to surpass the United States as the top consumer of PCs by 2010, its Asia-Pacific chief said on Wednesday.
China became Intel’s number two market last year, trailing only the United States in terms of sales. “For PCs, China is now easily number two,” John Antone, general manager for Intel’s Asia-Pacific region, told Reuters in a phone interview. “We expect China to continue to grow to the point where it’s equal or larger than the U.S. as a consumption market by 2010.”
Selling fast: China is expected to sell 13 million PCs this year, eclipsing Japan’s 12.7 million units as the world’s No. 2 PC market, according to research firm International Data Corp. The US is likely to ship 51 million PCs this year, IDC analyst Kitty Fok said.
In 2002, China sold 11.3 million PCs versus 12.5 million units in Japan and 47 million units in the US market, IDC said.
Antone made his remarks as Intel posted better-than-expected third-quarter results, including a near 150 percent jump in profit from a year earlier to US$1.7 billion and 20 percent growth in revenue to US$7.8 billion.
Including Japan, Asia accounts for 51 percent of Intel’s sales. Antone said he expects that share to continue to grow, driven primarily by markets outside Japan. “It’s now a little bit above the midpoint and will probably continue to grow,” he said of Asia’s share of sales. “As that percentage goes up, sequential increases will likely slow down because it’s gotten to be such a big part of our revenue. “Emerging market — the biggest of which is China — growth relative to mature markets is going to continue to be faster.”
Focus on logic: In a nod to China’s growing importance to the company, Intel said in August it would build a US$375 million chip test and assembly plant in the interior Chinese city of Chengdu — its first such new plant since it announced plans to upgrade its Shanghai facility in 2001.
Intel has invested US$500 million in the Shanghai plant, where it performs test and assembly work for flash memory chips, most commonly associated with mobile phones. Antone said construction of the first US$200 million phase of the Chengdu plant will begin early next year, with a focus on logic products commonly associated with the processors at the heart of personal computers. “The start of construction is still a few months off,” he said. “The scheduled opening would be the end of 2005.” —Reuters
"AMD does not have to respond to a paper launch, and shouldn't. "
AMD's Athlon 64 paper launch should carry them forward until Intel's Prescott real launch, no?
"(iAPX432 and i860) Intel was 100% behind them until they weren't. iAPX432 was killed."
AMD's 29000 RISC processor customers, on the other hand, were pleased with AMD when AMD dopped this product after 10 years of development and marketing and sales?
Droidian Myth #4:
AMD's yields are HIGH and their their Dresden volume is low only because Dresden has xxxx% of their Dresden fab used for development of the "next" process. Insert 10, 20, 30 40 or 50% for xxxx% in order to derive a fantasticly high yield number for AMD.
"Don't you understand Otellinesian?"
Is that similar to Ruizian - in which Ruiz promised every quarter for 8 quarters that AMD would be profitable the very next quarter?
Looks like the near zero take-up of the Opteron has got you and the Droids spinning into a denial fantasy.
Nary a design win since the IBM small server and the few one-offs for government labs.
Pricewatch is busting at its seams with unsold Opterons and the Droidian Slips are in seventh-heaven at AMD's $30 million loss in the same quarter where Intel earned a pre-tax $2.3 Billion.
Please note that we need to compare Intel's pre-tax earnings to AMD's NO TAX losses to make it a fair comparsion.
"We already know that Q3 sales sucked for Itanium 2...only said that units "increased."
You are wrong or intentionally lying.
Which is it?
Paul Otellini specifically stated in Intel's Q3 2003 conferernce call that " the Itanium 2 processor had its Best Volume Quarter Ever".
Why must you keep dissing itanium sales in order to mask the poor uptake of AMD's Opteron?
"Because Microsoft always misses deadlines?"
They seem to miss AMD deadlines with regularity.
"BIG NEWS. Visual Studio Support for AMD64 in 2004."
Big news?
From whom?
This is an AMD press release - not a Microsoft press release.
Why is AMD issuing press releases for Microsoft products?
Of course, AMD issued press releases 20 months ago about Microsoft's support for AMD64, and we all know what has come of that so far...just a beta of one OS after 20 months of delays.
So much for AMD press releases.
"AMD sold 7.5-8M CPUs"
With $503,000,000 CPU revenue, AMD's ASPs must have been only $62 to $67. Pretty low, no?
Looks like Opterons abd Athlon64s weren't contributing much.
Maybe the Opteron ramp is a fiction - eh?