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Re: mas post# 85371

Sunday, 11/22/2009 5:50:48 PM

Sunday, November 22, 2009 5:50:48 PM

Post# of 152296
I wasn't expecting Intel to kill its own margins then with savage price-cutting.

In which case you must have been expecting them to give up market share without a fight, since you yourself commented on AMD's additional capacity coming on line. That would also have been bad for Intel's margins. AMD severely miscalculated with their capacity expansion and market share jihad, and both manufacturers paid for it, only one recovered and the other ended up selling off more organs to stay in the game.

Why, Harpertown generally did so the condition was not fulfilled. Barcelona failed commercially because AMD released it with a bug and lost valuable time with a respin. It's not a bad chip.

Barc was a bad chip for precisely the reasons you state. What I was highlighting was the fact that you actually thought it was going to be competitive with Harpertown, even with all the ominous signs we were pointing out to you at the time.

As to tri-cores AMD have not really clocked them high as I said they should so the potential was lost.

Again, that's the point - you missed the technical and marketing constraints on AMD's tri-core and thus ascribed to it some magical competitive properties which were bunk.

As to Sun they only reason they are facing oblivion was the fact they sold out to Oracle due to some pushy large shareholders, they were surviving well before then.

LOL, the magical cabal of shareholders. Just look at the huge fight management tried to put up to stay independent! Oh, er, yeah... there was no fight.

They're facing oblivion because they were not strong enough to survive the economic downturn, which was in turn because they have been in a decade-long decline, which was in turn because the costs to continue developing their own proprietary microprocessors and servers which sell at very low volumes weighed them down year after year, which was in turn...... pretty much what chipguy was predicting over the last 5+ years.

I'm so friggin right !! Ruiz has screwed Intel for all time, Abu Dhabi can now buy AMD and grind Intel into the ground with their bottomless oil money.

So now you're "friggin" right? Stand back everybody! wink

As AMD has shown you so clearly in the last three years, going after Intel with money alone doesn't work. The only way to beat Intel is with a continuous string of superior products* that can be consistently manufactured in very high volumes. AMD has proven time after time after time, using billions of other people's dollars, that they cannot deliver over the long term.

And anyway, GF is going after the foundry market, not the x86 market.

Once again Spaarky you are missing the much bigger picture which I never do .

You do irony extremely well, I'll grant you that.

-=spaark=-

*superior products can mean superior in performance, cost, power, etc.
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