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j3pflynn,
By many adolescents, maybe. I haven't supported belittling names for Intel products, and I don't for AMD products either.
That is fine. Have you ever called the Itanium the Itanic( the Inquirer, anyone)? Either way, good for you. Have you voiced your opinion about name calling to people who have called it the Itanic?
Remember this is banter in cyberspace. It is human nature to be a little comical and light hearted at times. Especially when not all the facts are in, and speculation is rampant. The fact is,(ok, I will call it by its proposed marketing name), the Phenom 3, will have to stand on its own and succeed based on its own merit, not on what it is called on a message board.
For what its worth, in a vacuum, the tri-core idea is brilliant from AMD's point of view. We do not live in a vacuum and you should expect less than brilliant results.
IMHO
pgerassi,
Should we all call Intel quads as duck taped bicycles? As a bicycle with training wheels? As dual do overs?
Sure, you can call it whatever you want. You will be the only one.
Thought so.
You thought WRONG.
Then use the proper names.
A broken Barcelona can be called a Brokealona. By me. By Elmer. By many thousands who know the facts and can take a joke.
;))
IMHO
Elmer,
It's a brokealona tricycle.
Very funny. Thanks for the laugh.
As a few astute posters on the Intel thread have pointed out, the "brokealona" (if I may) will have a chance to carve out some market and be beneficial to AMD for sure. However, it will not be a slam dunk, nor will Intel just give it a "free pass" to success. Given AMD's horrible quad core effort, this is truely characterized by the taking of a lemon and trying to turn it into lemonade. Mas and company now have something to rejoice over...or is that re-juice over ;))
IMHO
mas,
The three-core Phenom chip is basically the same as the quad-core one, it just has one less working core, Brewer confirmed.
And this is news to you? Everybody else on these threads had this figured out already you know.
IMHO
mas,
That's what tri-cores will make Intel's dual-cores become .
Well, you can always hope ;))
BTW, did you see Elmer's name for it?
Brokelona tricycle. LOL
Now that is worth a few thousand winkies ;)))) You must admit that is funny!
IMHO
mas,
Correction:
Tri-cores hit the newswires
;)
IMHO
mmoy,
Most of the open source applications that I've seen are threaded but they just throw the thread out for work. They don't target specific work on a specific processor which is needed to really make maximum use of multiple cores but which requires rearchitecting applications.
Should'nt this be the task of the OS? Who else but the OS is best suited to allocate processing resources?
IMHO
spaarky,
I see this [tri-core] (again, if it happens) as a bizarre segmentation play that isn't going to help AMD at all in the long term, and is a waste of engineering resources.
I find it interesting that AMD and its fans are focusing thoughts and discussion on "tri-core" rumors, when in fact the subject of conversation should be the news that the Barcelona launch is a complete disaster. That and the fact that AMD will continue to hemorrhage millions is what AMD is trying to quell. Of course when there is no good news to talk about today, you start talking about the future. Intel has and will have many weapons it can use to fend off tri-core. Oh yeah, Barcelona is a huge disappointment and tri-core rumors will not save the day.
IMHO
chipguy,
Surely you meant "It's not a bug, it's a fleece-ture"?
Correcto-mundo! And the fleeced may have their day in court. You never know.
IMHO
mas,
Elmer: In AMD's case, we're talking strictly defective QCs.
RE: and why can't we say the same for Intel's parts ? How can you prove your stance without relying on faith and belief ?
Because Intel sells what it plans, designs, and engineers. Show me an official AMD roadmap that shows AMD planning to design, develop, and sell tri-cores? TIA
IMHO
mas,
AMD prepares three-core processors
LOL! Classic. "It's not a bug, it's a feature"
IMHO
techno_bull,
Merrill's call....I see this as a bad call and the analyst is taking..
Since he is just taking over coverage from Joe Osha, I think it just may be an attempt to make a name for himself. Analysts (and brokerage houses) take pride in making stocks move on their call.
I get the feeling that anti-trust talk is what is keeping Intel down, especially in light of the pending MSFT v EU decision on Monday.
IMHO
mas,
Michael Dell pimping AMD servers
Help us out here. This make AMD a .....?
;=)
IMHO
mas,
2.5 GHz Barcelona promised for December by Randy Allen.
How many months late will that make it mas? Too many delays for most of us here to keep track of. You are the self proclaimed expert on AMD and Intel (with no invested money on either) so you should know ;) TIA.
IMHO
mas,
From the headline of your article.
Caught 'flat-footed' by Intel, AMD server market share has slipped
What is this? Is this true, mas?????
IMHO
mas,
because if it wasn't for AMD their stock would go to the mooooon .
You have it all wrong AGAIN. Tsk, tsk.
Actually it was because of our stock that AMD has gone to the mooooon! Question is: will it crash land??? ;)))))
42->12 Ouch!
;=)
IMHO
mas,
Houston, we just lost HPC
You mean, "Austin, we just lost..........come in Austin..... Austin come in..."
)
IMHO
mas, re: Barcelona launch summary
Here's another,
http://biz.yahoo.com/ibd/070907/tech.html?.v=1
Wait...what's this?
(AMD's VP, Randy) Allen says the first AMD quad-core chips will ship near year's end.
That is chips, not systems??? OK, mas, tell us what is "really" going on here. And don't forget the smiley's OK!
;
IMHO
Elmer Phud,
Ruiz said he expects the new product to pick up orders quickly. More computer makers are ready to put the chip in their systems than when Opteron first went on sale in 2003 without any customers committed to using it, he said
So in 2003 you have NO commitments to Opteron, you boost that significantly for the next 3 years, you then introduce Barcelona and you get more than ZERO commitments but significantly less than the current Opteron installed base. And this is somehow impressive? This is Hector and AMD at their very best. Well, Hector, tell us how the Barcelona will expand on the Opterons success? Looks like it won't.
Ruiz said that struggles at two of his biggest customers, Motorola Inc. and Dell Inc., hurt Advanced Micro's financial performance and forced the ...
Sure, blame your customers, LOL. Damn Motorola and Dell. They are so incompetent. How does AMD put up with these loser companies? <g>
IMHO
wbmw,
You better believe that Hector, Bob, and Henri's "ass sets" are on the line for this
Yes, but considering they survived the Dec CC "fiasco", they can probably survive this as well.
Personally, I don’t care about these clowns. The AMD shareholders are the ones who get no pity from me, because it is they who allow this crap to happen. All the shenanigans, obfuscations, false promises and they simply bend over and smile. Oh well...
IMHO
jay1000,
On cost reductions:
``We are doing everything we can to preserve cash. We have delayed some capital investments. In addition, we have intended, and now we are going to accelerate, some sales of assets.
Translation: "with no buyers in sight, we are forced to drop our asking price in order to get rid of this stuff, ASAP". LOL.
Analysts better revisit the promises AMD made on the amount of money expected to be raised from these "ass-set sales" ;)
IMHO
Elmer Phud,
"AMD’s Diamond replies: “If, in fact, Intel’s corporate policy is to use only reasonable, stepped discounts and no first-dollar rebates, that’s a pretty recent innovation, and I guess we’ve earned part of our legal fees already. That has not been historically correct.”
WOOOOOOW!
AMD seems to be conceding that Intel's rebate program is Legal and their only claim is that it wasn't always the case!
I remember the article and the quote, but I never thought of it this way (AMD concession). It is certainly a point which Intel should focus and argue about, and try to leverage.
IMHO
All- re: EU action against Intel
This fortune magazine article is fresh off the press and is interesting. Apparently, Intel's Chuck Mulloy had something to say about it (check the bottom):
http://legalpad.blogs.fortune.com/2007/07/29/the-ecs-startling-vindication-of-amds-claims-against-in....
COMMENT FROM INTEL SPOKESMAN CHUCK MULLOY (7/29 at 1:26 pm) :
Two points: First, the Statement of Objection in no way changes the fact that AMD has been and continues to be the source of complaints about Intel’s business practices. There are no customers complaining, there are no consumers complaining. The microprocessor market is fiercly competitive and is functioning properly and consumers are benefiting.
Second, you might want to check some of the information you use for completeness, in particular those that come from AMD’s press releases. The Larach case against Dell and Intel was dropped in May of this year. You could have found that by checking court records in Austin instead of relying on AMD press releases and press statements.
CORRECTION/ADDENDUM (7/29 at 2:26 pm): Lerach and co-counsel asked that their suit against Dell be voluntarily dismissed without prejudice on April 24, 2007, explaining only that the investor group they represented “no longer intends to pursue the Complaint on behalf of the class.”
I like the fact that Intel's brass is no longer shying away from rebuking statements in public. Something I do not think they would do a few years back.
IMHO
mas,
Intel is screwed with the EU charge as they won't mess about like your courts, ask Microsoft . It's just a question of how much, so do enjoy !!
Yeah, how much of it is going in your pocket? You need to chill out or buy some AMD don't you think?
:)
IMHO
chipguy,
don't consider AMD's situation dire, for several reasons.
First, computing OEMs would be loath to be locked into a monopoly environment where Intel called all the shots. As a result, continued patronage of AMD is virtually guaranteed..
<sarcasm on>Sure it is.<sarcasm off>
The question is: "at what price?" The assumption here is that the OEM's somehow operate under a communist economy and therefore they need not compete since everyone is a winner and no one is a loser. WRONG! The natural forces of competitive economics will dictate what they will do. In my opinion, the idea of keeping AMD alive, relative to beating your competitor, is miniscule in the minds of OEM's. There is a cost. There are winners and losers. There is competition. The fact that Hector spouts this garbage is just another indication that there is not much more they can offer the investor community.
"Customers want us to succeed. Large OEMs, distributors, decision makers and users of PCs and other digital technologies around the world agree that competition in the processor industry is good and healthy for our industry," Ruiz said.
Of course competition is good. And Hector assures us that because AMD can not hold up its end of the competition, everyone will rally (and pay!) to support AMD. Yea right. <g>
Users of PC's (barring the obvious exceptions) could care less about the competitive landscape of the CPU industry. But Ruiz has polled us all, so it must be true. <g>
IMHO
jay1000,
analyst Cody Acree, who raised his price target for Intel to $31 from $27 based on a 2008 earnings per share estimate of $1.36, up from his previous estimate of $1.33 per share.
Another way of saying he increased the PE ratio on Intel. The price target increases for Intel reflect the Wall Street view that Intel should be awarded a higher PE going forward. Wall street giving Intel a low PE has been a big drag in recent years. Now if Intel can deliver on the earnings side the price should move up nicely.
IMHO
tecate,
"Transmeta is not relevant," Jerry Sanders, CEO of rival Advanced Micro Devices...
http://news.com.com/Transmeta+Are+the+chips+down/2100-1001_3-275353.html?tag=item
Dated, but still straight from the horses jockey mouth ;)
IMHO
wbmw,
Official AMD Barcelona (Re)Announcement
Expect another (Re)(Re)Announcement. You see, on June 18, 2007 the following article appears, with this glaring AMD statement:
According to AMD spokesman Jon Carvill,... “We will announce the processor as soon as our partners are ready to ship systems,”
http://www.tgdaily.com/content/view/32533/135/
Now 11 days later AMD announces the Barcelona, eventhough according to this announcement, "systems from AMD platform partners beginning to ship in September 2007". Are these people on drugs? Really these are incoherent statements and press releases that, when put together, make this company look foolish. Yet there are greater fools buying AMD shares.
I am guessing there was pressure on AMD to "fess up" and stop being so illusive and coy about Barcelona. And yet even this announcement is full of "plans", "intends", "expects' etc.
One never knows when things will turn for the better for AMD, but right now...
IMHO
chipguy,
Actually they are backpedaling. Before they said, "we don't do paper launches", this guy is now saying, "we don't plan on doing paper launches". You think every AMD executive must take a wordsmithing seminar as part of their initiation into the company <g>
IMHO
smooth2o,
I think it's a distinct possibility that a lot is cooking between IBM and AMD
The thing I come away with, after seeing all the IBM-AMD talk, is that it is AMD talking and not IBM. This tells me that AMD is making a public "plea" that they are available for "whatever" will save their sorry state of existence. Their selection of NY for a fab is the most obvious example that they are specifically eyeing IBM, so I can see your point. A pig wearing lipstick is still a pig. Does IBM have good eyesight? That is the question.
IMHO
Hans de Vries,
These are all the SEMATECH members which received the results of a very successful large scale joint research effort in January this year.
An analogy to shed light on how one can interpret this.
Whenever competitors become a group, you can bet the motivation is to grow the groups metaphorical "pie", not to unwittingly benefit a single member. This is to everyones advantage. After that, who gets what piece of the pie and how much is up to each individual competitor. It looks like Intel is the first to cut a slice from that pie. Being first, Intel can potentially grab a very nice "big" slice. What is left over is for others to fight over. This is my take on it.
IMHO
chipguy,
They were talking about printing posters of the die and posting it on their walls.
LOL, AMD invents a new twist on the paper launch, the
poster launch.
Just hope none of them tries attaching it to a motherboard, puts power to it and then tries to run task manager!
IMHO
wbmw,
So how can I get a job like Hector's, where all I have to do is badmouth the competitor and lie about how good my company's doing, while facing no form of recrimination whatsoever...?
Sorry but you are underqualified. To be CEO of AMD you must be a good puker. ;)
IMHO
RGood,
AMD's marketing plan is not to make a profit but to get share at whatever cost to the company
Makes you wonder if AMD's motive for their relentless pursuit of market share (at the expense of profits, as you are implying) has to do with satisfying some sort of quota. I recall how AMD had to hit certain milestones, late last year, in order to complete a financing deal. Of course gaining market share in and of itself requires no particular motive, so...
IMHO
mas,
which was never promised by AMD, only by a rumor site.
LOL, what's the difference?
IMHO
Elmer Phud,
Penryn was up and running in 1.5 hours..
That is phenomenal!
Oh wait...hmmmm
IMHO
Saturn V,
Ref AMD.. said they would welcome money from anywhere they could get it.
That is a marked change in tone from several weeks ago when Hector said that "money is no problem".
Great observation. I also agree with the rest of your post, especially,
and AMD cannot be very selective about the terms.
However I am certain that AMD will raise the needed capital,..
IMHO
chipguy,
I don't think "nappy-headed" applies here but...
Ha, ha, ha, ho, ho, ho...LOL
IMHO
Elmer Phud,
AMD was directly asked about a private infusion. They said they would welcome money from anywhere they could get it.
Thanks for the response. They want the money, but what do they give up in return? My guess is that nothing is in the works at this time since they would reserve comment if they were in serious talks with anyone. Dont you think?
IMHO
Windsock,
E*Trade shows last trade of $15.08 AT 5:57 ASTOUNDING !!
AMD management know what buttons to press. It is clear that AMD stock price has spiked anytime "rumors" of Private Equity or other sale of the company hits the wires. It is no surprise that the company has fueled the rumor mill once again. I have yet to listen to the conference call, but was AMD directly asked about this or did management conveniently slip this in?
IMHO