Tuesday, August 23, 2005 10:51:55 AM
Yes my statement was a bit too generic for Merced: You did think Merced would be introduced a heck of a lot earlier than it was. For the rest of the line (Mckinley, Madison, Montecito, and now probably Montvale) you overestimated the frequency. Just to be complete: I do take your estimates seriously as they provide me with some ball park max frequency. Your Opteron perfomance estimate before introduction was pretty good.
Re to my question "So why trust Tukwila?" you wrote: I don't believe I have said anything about the frequency or performance of Tukwila...
I was refering to performance in combination with its release schedule. In response to my question if you thought the lowering of the 2.1GHz introduction frequency for Montvale could be true you said that from Intels perspective it might be wise to spend more resources to get Tukwila EARLIER to the market than to spend those resources on getting Montvale to clock higher at introduction. That shows you trust Tukwilas release schedule to a great extent.
re: Keep in mind that Intel is losing market share in x86 servers and is rapidly gaining share with IPF in the high end
market. Which future products do you think Intel will want to emphasize most strongly in the press?
With regards to server market: Woodcrest/Cloverton and Harpertown. They are clearly emphasizing that right now. The reason must be that they need those products to counter Opteron.
re: [HP discontinued Itanium workstations] because the general purpose workstation is now for all intents and purposes a high end PC with a specialized graphics card.
Why didn't you ask why SGI introduced an IPF workstation?
HP discontinued them because they didn't sell nearly well enough for them. SGI introduced them subsequently because HP cancelled them and they thought that although maybe loss-making it was still an essential enough component to grow their piece of the Itanium market.
re: [Itanium engineers were recently moved over to x86 development because of] platform convergence. The best
people Intel has for this are the ex-ADTers who designed
the EV7 and EV8. They used to be entirely on the IPF side.
Reasonable explanation. I was thinking though that x86 and Itanium engineers have so far exactly the same access to CSI development, but this is actually only a guess. So although I'm not sure about myself I'm not sure yet about your explanation either.
re: [I think all is about right on target and getting better with Itanium] because IPF momentum continues to strongly grow even with Madison generation I2 processors in their final days. All the important OSes/features are on board, ISVs are on board (there are now over 5000 ISV apps for IPF just under HP-UX alone). The new Fujitsu system is very impressive and Fujitsu seems very serious about selling a shipload of them. All this with the introduction of Montecito just a few months away along with top to bottom chipset/system revamps of HP and SGI IPF products to match the new chip. What's not to like?
While all you say is quite true, it is also true that Itanium is currently almost only replacing older architectures whose funding was cut close to nill YEARS ago, and the PA-Risc/Alpha/Itanium/R16000(or whatever the cpu architecture was called that Itanium is replacing at SGI) market isn't growing at all for as far as I can check it (from income statements HP+SGI, and recent market share reports). The tier 1s that you mention to be on board almost all also shipping x86 and other architectures. Power is not about to be endangered by Montecito. SUN has a strong following because of their software and their recently more or less acceptable roadmap because of their collaboration with Fujitsu and AMD, and their customers are not expected to jump across to Itanium. Anyways, from my point of view Itanium hasn't been strong enough to grow the PA-Risc/Alpha/Itanium/R16000 market so far, and is not likely to significantly enlarge it in the near future, but as always I can be wrong.
You only talk about platform convergence. Does this mean you don't expect the cpu architectures will converge within the next four years? And if so which architecture do you think the convergence will be based on, x86/EPIC?
Regards,
Rink
Recent AMD News
- U.S. Index Futures Modestly Higher Before Key Economic Data Release; Early Closure for July 4th Holiday • IH Market News • 07/03/2024 11:01:33 AM
- Major Averages Close On Firm Note As Stocks Rally After Early Struggle • IH Market News • 07/02/2024 08:44:00 PM
- Honeywell Acquires CAES Systems for $1.9 Billion, Sarepta Therapeutics Surges 34%, Gilead Continues Gains • IH Market News • 06/21/2024 12:00:38 PM
- Trump Media Resells Stocks and Warrants; KB Home Exceeds Q2 Expectations, and More News • IH Market News • 06/20/2024 10:55:11 AM
- AMD to Power AI-Based Smart Parking Solution for Sun Singapore, the Country’s Largest Provider of Smart Parking Services • GlobeNewswire Inc. • 06/19/2024 01:00:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/18/2024 08:18:09 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/18/2024 08:12:29 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 06/14/2024 08:03:45 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/13/2024 08:14:12 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/12/2024 08:34:23 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/11/2024 09:40:41 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 06/10/2024 09:22:35 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/10/2024 08:16:19 PM
- AMD to Present at the UBS Women in Tech Summit • GlobeNewswire Inc. • 06/10/2024 01:15:00 PM
- Apple Showcases AI at WWDC 2024, Nvidia Stock Split Starts Today, and More News • IH Market News • 06/10/2024 11:29:44 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/07/2024 08:16:25 PM
- AMD to Present at the Nasdaq London Investor Conference • GlobeNewswire Inc. • 06/06/2024 08:15:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/06/2024 08:11:40 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 06/05/2024 08:27:23 PM
- Economic Worries May Lead To Weakness On Wall Street • IH Market News • 06/04/2024 01:10:54 PM
- AMD Unveils Next-Gen “Zen 5” Ryzen Processors to Power Advanced AI Experiences • GlobeNewswire Inc. • 06/03/2024 03:01:00 AM
- AMD Accelerates Pace of Data Center AI Innovation and Leadership with Expanded AMD Instinct GPU Roadmap • GlobeNewswire Inc. • 06/03/2024 03:00:00 AM
- AMD Extends AI and High-Performance Leadership in Data Center and PCs with New AMD Instinct, Ryzen and EPYC Processors at Computex 2024 • GlobeNewswire Inc. • 06/03/2024 02:59:00 AM
- DJT Stock Falls 6% Post-Trump Conviction; UBS Restructures Senior Management for CEO Succession and More News • IH Market News • 05/31/2024 11:54:10 AM
- Form SD - Specialized disclosure report • Edgar (US Regulatory) • 05/30/2024 08:12:39 PM
Glidelogic Corp. Becomes TikTok Shop Partner, Opening a New Chapter in E-commerce Services • GDLG • Jul 5, 2024 7:09 AM
Freedom Holdings Corporate Update; Announces Management Has Signed Letter of Intent • FHLD • Jul 3, 2024 9:00 AM
EWRC's 21 Moves Gaming Studios Moves to SONY Pictures Studios and Green Lights Development of a Third Upcoming Game • EWRC • Jul 2, 2024 8:00 AM
BNCM and DELEX Healthcare Group Announce Strategic Merger to Drive Expansion and Growth • BNCM • Jul 2, 2024 7:19 AM
NUBURU Announces Upcoming TV Interview Featuring CEO Brian Knaley on Fox Business, Bloomberg TV, and Newsmax TV as Sponsored Programming • BURU • Jul 1, 2024 1:57 PM
Mass Megawatts Announces $220,500 Debt Cancellation Agreement to Improve Financing and Sales of a New Product to be Announced on July 11 • MMMW • Jun 28, 2024 7:30 AM