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wbmw,
I saw 74% and change
Snow
DARBES,
A lot of Intel employees have lost their jobs and are losing their jobs over the next couple of months. These are people with mouths to feed and bills to pay. This isn't an easy time for any of these people so put your stupid bias aside and please don't make a light of their situation. Have some class, if you can.
Snow
Intel will buck the trend, 85% MSS by end of Q1. Get used to it.
Snow
Gordon,
Based on a static run rate of 1M every 7 weeks, it would put the total output at a little over 3M by the end of the year. Of course, ramps are not static by definition, so I think we can expect greater than 3M which is at a minimum 50% more than the Droid predictions. Guess they'll learn the hard way come Q3 and Q4 earnings.
Snow
Here you go Golf.
http://www.anandtech.com/mb/showdoc.aspx?i=2797
Snow
It actually started awhile ago.
http://www.intel.com/technology/silicon/new_45nm_silicon.htm
Snow
Here's a few two start with. I'm sure you can find more.
http://www.investorshub.com/boards/read_msg.asp?message_id=12985040
You know, the British Inquirer isn't much different than the US Inquirer (two totally different publications, yet equally poor in quality - i.e. yellow journalism) Just take a look at their last two articles about Intel and AMD. Makes you shake your head and say "they get paid for this?"
Snow
Here's one major problem with this article: the author uses Newegg as a single point of reference for obtaining supply info for C2D. Then he extrapolates the Newegg data to the entire C2D supply chain and uses his extrapolation to create prophesies. What't the problem with this approach?
1. One data point vs multiple data points
2. The site selected is usually for DIY system builders
3. He hasn't researched any OEM, ODM, or Disti's
Snow
Mas,
There are a number of problems with this review. Tom's should've tried harder to do an apples to apples comparison. None the less, Turion X2 is still in the same position it was before. <= Core Duo and < Core 2 Duo (just released today)
Snow
Chipguy,
Here's the mother board selection tool I used.
http://indigo.intel.com/compare_cpu/showchart.aspx?mmID=22631,22639&familyID=12
The primary differentiator for me was performance and the number of PCI Express X16 slots. The 975 board has 3 the 965 only has 1, thus no multi gpu support.
Snow
Higher performance on gaming benchmarks, the primary purpose of this system. Also, the 975 mobo is much more flexible than the 965 mobos (i.e. Raid 0, 1, and 0+1; Multi GPU, etc)
Snow
My PC bill of materials is complete. I bought a majority of components last week, from a local PC parts store, and ordered the rest on line. Here's what I purchased/ordered:
Purchased
Motherboard: Intel® Desktop Board D975XBXLKR
Memory: 2 x 1GB 240-Pin DDR2 SDRAM Unbuffered DDR2 667
PSU: Antec NeoHE 550w
HD: WD Caviar SE WD1600JS 160GB 7200 RPM 8MB Cache SATA 3.0Gb/s
HD: WD Caviar SE WD1600JS 160GB 7200 RPM 8MB Cache SATA 3.0Gb/s
DVD R/W Drive:Lite-On SHM165P6S Super Allwrite
OS: Windows XP Home
Ordered
Processor: Core 2 E6700 (2.66 GHz, 4MB Cache)
Graphics Card: ATI Radeon® X1900 CrossFire 512MB PCIE
Case: Raidmax X1
Price
Drum-roll please..... $1510
I'm still deciding whether or not to get the second graphics card. I'm thinking I should wait until the Radeon X1950 hits the market so the prices on the X1900 XT come down a bit. On the other hand, I want to make sure I buy the card before the AMD merger goes through because I don't want to give AMD any of my money ;)
Snow
Since we're on the topic of paper launches, I went to a local "mom & pop" PC parts store, and they had an entire shelf full of boxed Core 2 procesors. No paper launch with Core 2.
Snow
Strange review at Tom's hardware. Through out the review it sounds like the writer likes the Turion but at the end he recommends Core Duo and eventually Merom.
http://www.tomshardware.com/2006/08/22/amd_dual_core_laptops_have_arrived/
Here's something I noticed, Tom switches from a T2500 at the beginning of the review to a T2400 later in the review. I'm wondering how a T2500 would've performed on tha same benchmarks as the T2400.
Snow
mmoy,
I think you're getting harsh responses because it's very common for Droids to find and post errata on Intel CPU's shortly after they release. I'm not saying your a Droid by any means, just explaining the responses you're getting. In fact, I ran across this errata today on my own and the first thing I thought was "some AMD fan boy is going to post this."
As an Intel investor, I've become so used to this type of Droidian behavior that it's become predictable and a non-issue.
Snow
All,
Here's a good artcicle at Anands that may shed light on the subject:
http://www.anandtech.com/memory/showdoc.aspx?i=2800&p=1
I found this part very interesting:
A few conclusions about AM2 performance compared to Core 2 Duo performance are also inescapable in looking at our test results. First, Intel has done a remarkable job of concealing the issue of not having an on-processor memory controller. The intelligent look-ahead for memory works very well, and it makes the chipset-based Core 2 Duo memory controller appear to be as fast as the on-processor AM2 in many cases. This does not change the fact that the AM2 memory bandwidth is really greater than Core 2 Duo or the fact that AM2 scales better in memory, exhibiting a steeper slope in performance increase as memory speed increases than does Core 2 Duo. That just means as Memory Speed increases AM2 will benefit more and Intel will eventually need to move to an on-processor controller.
Probably the hardest conclusion for many will be the fact that increasing memory speed, increasing clock speed, and increasing CPU speed alone will not be enough for AM2 to catch up to Core 2 Duo in performance. The performance gap that remains when overclocking AM2 to 2.93GHz at 266 clock speed with DDR2-1067 is still huge. A die-shrink from 90 to 65nm and the additional cache that will allow will definitely help, but we are even skeptical there with Core 2 Duo already overclocking to 4GHz and beyond. No doubt AMD will find a solution, but it is now clear this will not be an easy fix for AMD.
Snow
Thanks Alan and wbmw. I have to admit, it was hard to find very many reviews on DVD Burners. I simply chose a recommendation from anandtech.
Snow
Forget the MOBO in my last two posts. Lot's of negative posts on Newegg about this one.
Snow
My revised DIY PC BOM
Processor: Core 2 E6700 (2.66 GHz, 4MB Cache)
Motherboard: ASUS P5N32-SLI SE Deluxe (enables 2 gpu upgrade)
Graphics Card: eVGA GeForce 7900 GT KO SC (256MB 580MHz)
Memory: Wintec AMPX DDR2-667 2X1GB
Case: Raidmax X1
PSU: Raidmax RX 520XPW
Hard Disk: Samsung 3.0Gbps 250GB 7200RPM 8MB SpinPoint P
Hard Disk: Samsung 3.0Gbps 250GB 7200RPM 8MB SpinPoint P
DVD R/W Drive: BenQ 16X DW1655
Windows XP Home
I welcome your feedback. I'm placing my orders Friday. Any suggestions for on line vendors? I see Newegg alot but not sure which one to go with.
Snow
Core 2 now has SLI Support from Nvidia. Check this board and chipset out:
http://www.asus.com/products4.aspx?l1=3&l2=11&l3=227&model=1280&modelmenu=1
Snow
You may be right. I'm going off all the recent GPU reviews and none of them use GPU's less than $400. The reviewer's rationale could be that anybody going down the multi GPU path wouldn't bother with a $150 GPU. Don't know for sure. Here's an example of what I'm refering to.
http://www.anandtech.com/video/showdoc.aspx?i=2821
Snow
IMHO, SLI and Crossfire support is a non-issue to 99% of the consumers buying PC's. Why because the only GPU's that can take advantage of SLI and Crossfire cost $450/ea. That's $900+ just for the GPU's. This is a very niche market.
Snow
Yes. It's corporate wide and it looks like the local Oregon papers simply needed/wanted a story.
Snow
Don't forget Apple. I think Apple will begin eating into both Dell and HP's market share.
Snow
Here's another take on the AMD Upgrade.
http://www.thestreet.com/_yahoo/newsanalysis/techsemis/10305141.html?cm_ven=YAHOO&cm_cat=FREE&am...
According to Kalra, price pressure on AMD will be less severe in the second half of the year, with the company "willing to walk away from low margin business" and benefiting from a rapid shift toward dual-core processors.
This guy is really out of touch. He doesn't seem to understand that AMD cannot compete at the high end and mainstream tier 1 price segments. Core 2 has relegated AMD to the mainstream tier 2 and 3 segments and the low end segment. They can't afford to walk away from low margin business because they can't compete on high margin business. AMD is going to need all the volume they can get to keep their new factory full.
Snow
Bravo! Good post.
Snow
Agreed! It's time for a healthy dose of paranoia, Andy Grove style. :)
Snow
Do you have a link to mobile market segment share info? I knew they had 25% server share, not mobile.
Snow
This guy is clueless. To think he gets paid for this "analysis." Good thing for investment boards like this.
http://biz.yahoo.com/ap/060822/amd_mover.html?.v=1
Snow
Thanks!
Snow
Two sticks now and two later is my plan. It may change the mobo I use though. I have to check that out again.
Snow
I assume that you're getting a box with a hefty power supply to support the high-end video card.
Yep, I'm actually going with a mod design so I'll need heafty power supply for all the lights and gadgets too. This may be my last post for the day. I'm a non-subscriber and I'm running out of posts for the day.
Snow
You may be right. It's going to be a tricky decision.
Snow
Interesting, AMD is down $.71 after hours.. hmm
Snow
Yes, Raid 1. We have too many family pictures that I fear we will loose someday. Especially with a new one on the way. Any HD suggestions?
Snow
Thanks man! I appreciate the help/advice.
Snow
IXSE would be a welcomed contrary opinion. I even liked Eachus on the Motley Fool, even though AMD could never do any wrong in his eyes, I still learned alot from him and he never personally attacked people.
Snow
Yep, I have over three weeks of travel already planned. I can't go to Europe like I wanted because my wife will be in her third tri-mester of pregnancy, but having our first child is well worth putting off a European vacation.
Snow
Folks, I'm taking the plunge! I go on sabbatical (8 weeks paid vacation compliments of Intel) in 3 weeks and I've decided to build my own system. I have a lot of work to do to complete my bill of materials, but here is what I have so far:
Core 2 E6600
Intel 975XBX Mobo
NVIDIA 7900 GT GPU
Patriot Extreme - DDR2 667 Memory 2GB
Windows XP Home
So why am I building my own system? Well, I couldn't resist the Intel employee discount on the CPU and Windows XP Home. I've struggled with the decision whether or not to go with the XP Home or Professional because I'm anticipating that I will switch to Vista when it comes out. Is there any advantage to having the professional version when building a system? Perhaps better driver support or something?
Snow
Are you willing to wager a bet on that? I've already casted my bet with 513 shares of Intel at $16.86 buy price. I'm planning to sell near the Q4 earnings announcement and expect Intel will be around $21 to $23. Are you willing to put the same amount of money in AMD stock?
Snow