Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
i know this isn't news but it always has me shaking my head when i read amd's 10k. talk about tortured finances!
read the domino risks at the bottom to get a feel for what a house of cards it is...
http://biz.yahoo.com/e/040309/amd10-k.html
gb
Mysef
You obviously have a personal issue with the Intel stock option plan that I as a retired 18 year vet of Intel never had.
Would you care to explain? We'd all like to hear and share in your obvious pain.
gb
p4 vs wide:
athlon notwithstanding...
there is a limited amount of further parallelism available in single threaded x86 instruction semantics. one can spend silly amounts of transistors trying to eek out another 5-10% of ipc. hence wide will peter out pretty soon leaving nothing but frequency.
note that the 64 bit instruction semantics are no better in this respect.
hence the attempt at a new isa i.e. ipf.
jtm
re: "kissing up to gelsinger"
never saw it done in my pre-retirement 18 years at intel.
and certainly not by me...
gb
re: gelsinger
i think you should take a few minutes and read his bio.
gb
i hadn't heard about the webcast in advance. is it archived somewhere?
tnx
gb
Legrande technology: Anyone have any info on the what and when of this?
tnx
gb
I don't blame them for not liking it. Jury's out on the rest.
gb
The "RDRAM problem" was mostly one of business model. Rambus doesn't manufacture anything but had IP to license for a fee. DRAM manufacturers didn't like the idea of paying a fee for IP. Since they usually trade patents with other manufacturers they are used to "no cash" arrangements.
This obviously didn't work with Rambus since Rambus didn't need to get patents for things they didn't manufacture.
There is some evidence that the DRAM manufacturers got together behind the scenes to ensure Rambus' failure. There are still cases being tried.
MTH was never a good idea and it had lots of technical problems.
gb
8-/ re: pci suffixes
pci-x was claimed by the 64bit pci extension advocates.
pci-express is the new serial thingy.
unfortunate collision of names.
i'm sure there will be pci-express support for amd processors in 2004.
gb
mas: i'm not an accountant but it seems to me that the result is the same either way in the effect of shareholder equity per share.
gb
mas: on options
unless the options are underwater most employees exercise all their options as soon as they are exercisable. there is no tax advantage to do otherwise.
options are given out at intel with a 5 year maturity, i.e. the option you are given today won't be exercisable until 5 years from now.
iow, they can't all be exercised "at once".
gb
keep in mind that the only reason to do an L3 is if you don't have the ability to do a large enough L2 that is fast enough.
iirc, the current chips with L3 have it bolted on the side rather than a new layout.
iow, a quick fix...
gb
re: power save polling
note that this was an access point problem, not a centrino problem. linksys for one has updated their firmware. most access points have flash firmware.
gb
mysef:
and that worries you because you're an intel long?
gb (long amd and intel)
maybe they asked their customers what they wanted...
gb
when you're not the lead horse, the view never changes.
gb
doh...
tnx
gb
What happened to AMD stock at 12:30 today?
Monday was sorta quiet almost flat line. Yesterday was noisier and today is pretty bumpy.
News, rumor,...?
gb
Intel's George Alfs comments:
Company spokesperson George Alfs said Prescott will replace the current P4 "Northwood" chip as its high-volume desktop model and include some great surprises.
http://www.internetnews.com/infra/article.php/3294861
I wonder what the surprises are?
gb
I'm well aware of the history of Alpha. I worked in the industry for 18 years.
Alpha couldn't be kept alive by either DEC or Compaq.
I stand by my assertion of implosion.
gb
UnD: killing Alpha obligations?
The HP/Intel deal dates back to the early 90's.
What does "killing Alpha" have to do with anything? Alpha wasn't killed, it imploded.
gb
bb: without a patent there is no ip
uhhh...without a patent there is no patent. there is still ip, it's how you chose to protect it that differs.
i'm not saying there's no value to patents i'm just pointing out they're not the only way to protect ip.
gb
re: patents and ip protection
keep in mind that filing for a patent is a disclosure process. some regard a better way to protect ip is by treating it through trade secrets. it requires much more discipline but it doesn't require intentional disclosure.
gb
i'm glad the board sees fit to grant them compensation which is based on the future performance of the company.
do you have a long position on intel and worry about the minimal dilution this represents or are you just jealous of their success?
gb (intel, and for now, amd long)
since stock options are part of most salaried intel employees compensation i don't get your point.
gb
I'll be curious to see how "pumped" the droids are by this time next year.
gb
yb
hard for me to believe that:
1. someone looking to get a *free* copy of doom will drive the highend cpu purchase volumes from either amd or intel.
2. more than a small percentage of the doom players even play it for more than a few months before getting bored with it.
certainly unlikely to be a sustainable driver of highend volumes in any case...for anyone.
gb
yb
and i could find documentation on that "widespread estimate" where?
gb
yb
care to provide some credible backup to 100M doom machines?
gb (shaking head...)
Since the distributor, not Intel, is who you buy from and who is providing the listing, have you considered asking them?
gb
RM: re "E"
You keep harping on the "E". On each previous processor transition where frequency overlapped they added a suffix to make sure that resellers could easily identify the newer product.
Why are you making such a mountain out of a molehill?
gb
dan3: amuse yourself in the meantime by paying the bill.
care to explain this? last time i checked credit cards don't get billed until product ships.
gb
re: design loss
i'm not so sure any specific board manufacturer can't be replaced pretty quickly. they really don't have much value add unless they've got a really good distribution network. perhaps msi has this but i see most store shelves crammed with nearly identical graphics cards so i find it hard to believe.
re: yield
now that could be something significant if real.
i'm still surprised they need to do an offering or raise debt unless something big was in the offing like a major new product thrust or an acquisition or...
can't believe this will be taken well by their investors.
gb
actually all the wifi mfgrs are supposed to work all they same and eventually probably will but they all are having teething pains with the transition from "leaky" wep to wpa/tkip.
ymmv
gb
Maybe they're preparing to invest in AMD's Fab36...
gb
NVDA mixed shelf registration. I thought they had pretty good cash flow to fund their needs.
Preparing a warchest perhaps?
http://biz.yahoo.com/rf/031219/tech_nvidia_shelf_1.html
gb
This thrash over x86 binary execution for Itanium is a red herring. Most IT environments are heirachical and only the big bad DB engine need run on the Itanium.
The existing Xeon based servers largely stay running the same mid level software they ran previously without change. The few supplemental programs that need to run where the database runs are no doubt sufficiently fast on whatever emulation layer (HW or SW) is available.
No one runs everything on one big honkin' machine.
Networks...
gb