Replies to post #38957 on Advanced Micro Devices Inc (AMD)

[pgerassi]

Dear Morrowinder:

AMD sells more of its flagship FX-53 than Intel does of its top of the line 3.6GHz Prescott. AMD has more A64 3800+'s out there than Intel does of the top of the line P4s. And this from a company with 25% of the volume.

Face it, Intel can't ship any of its top speed grades even to the point that its biggest buyers can't get any for months after launch. That is not true for AMD launches. In fact some CPUs were available at retail before the CPU's release. When was the last time that happened for Intel? 4-5 month delays are commonly figured at an Intel "launch". Now it seems that Intel can't even make enough to supply third party testers a few weeks before release.

What's next for Intel, virtual machine releases like movie trailers? "Test drive the simulated 64 bit Pentium 775 releasing today." "The benchmarks simulated are accurate for shipping product. (Would we lie to you?)" "You will be able to purchase these from our favored friends in a few months (We really mean it)."

Pete

[jhalada]

morrowinder,

Prescott was available from HP in the A450 model at 3.0GHZ at launch.

Yes, I noticed one at Best Buy.

This was not a paper launch. If you want to split hairs and seperate 3.4GHZ parts then you are not being realistic.

LOL. Yes, I want to segregate 3.2 and 3.4 GHz Prescott parts, that were kind of launched in February, but only became available very recently, with a delay of a full quarter.

Intel knew on the launch date that the parts were just not binning that high. But to fool people like you and various industry and financial analysts, they launched anyway.

Think of it this way. Intel spent last 3 years pumping 90nm and 300mm. Here is what Kap said about it:
"it can't be good when $10B worth of capital equipment is converting sand into sand. A couple of $3 shovels would be just as good at that."
http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=19902506

So th illusion was created fo your consumption, and apparently, you bought it.

This whole argument about paper launches is so you can bash intel.

My original post was to chipguy, to test a hypothesis he presented, saying that Intel launches a new speed bin only when 5% of the parts qualify for the highest speed bin.

No shipmets of 2 speed grades for 3 months, and than a trickle in the 4th month would be, I thought enough data to disprove the hypothesis, but chipguy is apparently in a denial as well:
http://www.investorshub.com/boards/read_msg.asp?message_id=3442183

Joe

[Maxime]

Bash where it hurts...

When coppermine was introduced, Intel wouldn't ship it at 550MHz .25u speed grade but rather 667, 733MHz. And, guess what, the pipeline wasn't stretched 50%.

First Northwoods would follow Presscott pattern but was never advertised at a frequency over Williamette's 2GHz. Right after the secod stepping was ready Intel announced and delivered 2.4GHz immediately, not the case with presscott.

While there may be some bashing, you're clearly on denial.