…they [AMD] are not going to run into capacity issues considering Fab 36 will have equipment to do 20000 300mm wspm by the end of the year and Chartered as well will be online. As it stands at the end of Q1 their capacity already exceeds their demand so they are ready to play now. http://investorshub.advfn.com/boards/replies.aspx?msg=10690893
That extra capacity sure worked out well for them!
None are so blind as those who will not see and it will take falling Intel server marketshare numbers to hit you with a big giant cluestick to then prompt another wise after the event post-mortem analysis by you. Sorry but I can't wait a few quarters for you to wise up yet again after the event and I will give the correct analysis now *before* the event ;-). http://investorshub.advfn.com/boards/read_msg.aspx?message_id=22816414
September 19
Where's Penryn/Nehalem for sale now ? Customers will try this chip [Barcelona] out on their own applications and I fully expect AMD's server marketshare to double as a result from their trials. Haven't even mentioned virtualization yet where Xeons are poor in comparison. Barcelona is strong where it needs to be strong, HPC, Database, Power Efficiency and Virtualisation. It doesn't matter if it loses Workstation benches by bigger margins because it only has a couple percent of that market anyway . You keep cheering irrelevant benchmarks which bear no relation to the marketshare dynamics between the two products. Also the only thing that's going to be broken about the tri-core is Intel's carefully segmented desktop line. It will outperform both the duals and quads by virtue of high clockspeed per socket power and drive a wedge between the two. You just don't realise the damage it will do yet but you will soon enough . http://investorshub.advfn.com/boards/read_msg.aspx?message_id=23011585
AMD's server market share dropped from 26% in Q3 2006 to 14% in Q3 2007, to under 10% today. Ouch. The tri-core wedge never even came close to materializing, it's been a complete flop as AMD's desktop market share has made no strides and their ASPs continue scraping along near all-time lows. Double ouch.
September 26, 2007
Stop dreaming this crazy fantasy aloud and listen to someone like chipguy if you are not going to listen to me. The launch was obviously done with the first bug free decent yielding stepping and there probably was not time for the tier-1s to do all their qualification work. So it's not that it's broken more like that it's just not broken in ;-)
Except of course it was broken, just as WBMW, Ephud, and Windsock surmised at the time over on the AMD board, and AMD told you where the bugs were in that stepping: http://www.crn.com/white-box/204800713
September 29, 2007
I also said Barcelona would beat Xeon in HPC and so it has come to pass. The customers are voting with their wallets and all your pointless hot air won't change that. Welcome to the Reality zone. As to tri-cores watch and learn, watch and learn as they wreak havoc. http://investorshub.advfn.com/boards/read_msg.aspx?message_id=23278243
October 02, 2007
Accurate promises you mean and these Supercomputer users seem quite happy with skus in the low 2+ GHz. Like I said Barcelona is indisputably better in real HPC applications then Clovertown and real Supercomputer users are indisputably agreeing with me en-masse . Feel free to carry on quoting any pseudo-HPC Intel sponsored benchmark to them but they are voting Green with their wallets regardless . http://investorshub.advfn.com/boards/read_msg.aspx?message_id=23339639
October 04, 2007
If Barcelona is such a flop why are customers making teraflop supercomputers out of it with clock speeds well below what they can get from Intel ? I think you guys need a serious reality check as denial is strong in you. http://investorshub.advfn.com/boards/read_msg.aspx?message_id=23411403
AMD top 500 entries have declined from 79 in November 2007 to 61 in November 2008, and finally down to a paltry 43 in June 2009 (which is pre-Nehalem).
October 18, 2007
The Barcelona core as it ramps will drive AMD's margins back up and revenue to around breakeven point, it was the missing piece that led to CMG's profit hole. It's a much bigger jump over dual-core K8 than 45nm Core 2 is over 65nm Core 2.
It was a big jump all right… over a cliff, given how badly Barc turned out.
January 02, 2008
With AMD in its current position I would say it's a question of ranges. Under 12 it's really a buy, 12-13 a hold and over 13 a sell. That's how I currently would give any opinion on AMD before Nehalem arrives. http://investorshub.advfn.com/boards/read_msg.aspx?message_id=25687314
What will happen do you think when AMD is producing quads in quantity that kill all your desktop quad parts ? You have backed AMD in a corner and it will turn round and beat you in that corner and you will be the trapped one. http://investorshub.advfn.com/boards/read_msg.asp?message_id=22429996
Ruiz's true character as an ego-maniacal blow-hard can now be seen by all. He's a world-class fool who presided over one of the worst performing periods AMD has had, ramping capacity just as AMD definitively lost the critical performance advantage. As for Sanders, his vision of AMD is a vanished dream, but he doesn't give a damn - he "earned" more money from AMD shareholders than the company itself has made over its entire lifetime.
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