you're kidding right? Have you heard of Tejas? The Netburst architecture that was canceled because of Athlon64? Do you have a better insider information than I am ?
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Has AMD busted itself trying to beat Intel?
- Thread starter Pocatello
- Start date
By picking the epochs you want, you can get practially any ratio you'd like. For example, from April of 2006 to current, Intel is up about 15% and AMD is down around 55%. From mid-1995 to the beginning of 1998, INTC was up 150% while AMD was down about 48%. Further, the charts you're looking at adjust for splits, but don't adjust for dividends. AMD has never paid a dividend; INTC has paid a quarterly dividend since the end of 1992.
Stock price isn't too relevant (unless you've sold short on them, like I have). What's relevant is the numbers on the statements -- and AMDs numbers are mostly red these days, and have been red the last two or three quarters in a row.
What makes you so sure? I mean: do you have some reasoning based on facts, or is it just a hunch? What makes you think they'll turn those numbers around?
you're kidding right? Have you heard of Tejas? The Netburst architecture that was canceled because of Athlon64? Do you have a better insider information than I am ?
'Because of Athlon64'? You'll have to prove that, I don't take your word for it.
Besides, just because they decided not to go for that particular refresh, doesn't mean that they shortened the lifespan of Netburst, at least, not by any significant timespan.
They just held on to Prescott longer (despite Athlon64!), and introduced the Cedar Mill/Presler version instead, and Conroe was introduced pretty much at the time that Tejas would have been replaced by Nehalem, according to the roadmaps at that time. So the timespan of Netburst has not been affected by this move, even if that move would have been because of Athlon64... However, another explanation could be that Intel decided to move Core to the desktop earlier than planned because the mobile line was more successful than they had anticipated.
After all, Core2 is cheaper to manufacture than Pentium 4: less transistors, lower clockspeeds, power usage, temperatures etc... so better yields. In a way it's just a nice bonus that it also outperforms Athlon64. Even if it didn't, it'd be a very attractive CPU to market for desktops and servers.
Nehalem still exists on current roadmaps, but it is actually pushed back, and will follow after Penryn.
Of course AMD can't make enough but still Intel would be used to just fill a gap. Clearly, that's not the case either.
It's not even clear what "gap" you're talking about.
you're kidding right? Have you heard of Tejas? The Netburst architecture that was canceled because of Athlon64? Do you have a better insider information than I am ?
Actually Tejas was canned because to put off 150 watts of heat LOL! You guys thought Prescott was hot
Only many of on this forum thought Hyper-threading was a Gimmick as AMD said. SO they had to go along with AMD's lie or call AMD a lie Even as Kyle here at [H] tested, Multitasking, streaming apps, generally better motherboards and etc................... kept Intel in the Game. Even as AMD followers tried to say differently, Multi-Socketed Opterons and X2s were the only thing that across-the-board really kicked Intel's ass. Heat killed Tejas=P It as tested and did perform well BTW.
http://www.aceshardware.com/forums/read_post.jsp?id=120078470&forumid=1
Ace's said:
The "gap" between all of the Processors Dell needs to fill all of their orders and what they could actually get. BTW, AMD could fill 100% of Dell's Servers Processor needs, much smaller Volume so don't make blanket statements either if you want to nit-pick?
hmm isnt Barcelona expected to be at 140watts?
Some models are 68, some 95, and some 120. Depends which model and what speed.
That "review" was an april fools joke. Check out the link and follow ups.
Who's nit-picking? I'm just asking you to explain what it was you were talking about.
This gap you're talking about still doesn't make much sense. Dell can't simply drop an AMD part into a board that was expecting an Intel processor since they're not pin-compatible. "Filling the gap", then, isn't a viable approach for Dell, then, as it increases their costs substantially, and their margin is already razor thin.
My "blanket statement" is true as written. If you want to consider some arbitrarily chosen subset of shipments, then maybe it isn't true. I mean, it's possible that AMD could provide enough processors for the machines that Dell ships on Thursday afternoons between 2pm and 5pm, Central time, but I hope you won't flame me if I forget to analyse that case.
If it doesn't make sense, stop trying to figure it out. I didn't say a damned thing about Dell just dropping in a processor on any board, geesh Mike! nVidia and AMD finally gave Dell confidence in using AMD. There no reason to flame you hehehe!
Dell can get enough processors to fill all the servers they ship, every shipment 24hrs day hehehe! Again, the server market is LOW VOLUME! I said nit-pick because you said "AMD doesn't have the production capacity to keep up with Dell's demand". Yet, I know you meant desktop or all processors Dell Needs.
Example. If Dell sells 32 million PCs and Servers and AMD can only supply 20 million that GAP would be 12 million filled by Intel. Arbitrary numbers BTW!
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Actually Tejas was canned because to put off 150 watts of heat LOL! You guys thought Prescott was hot
Even as AMD followers tried to say differently, Multi-Socketed Opterons and X2s were the only thing that across-the-board really kicked Intel's ass. Heat killed Tejas=P It as tested and did perform well BTW.
http://www.aceshardware.com/forums/read_post.jsp?id=120078470&forumid=1
OUCH.....
If I followed that advice, how would I ever learn anything?
You don't need to say anything about Dell putting processors on boards; Dell ships machines, not bare processors.
Why is not being able to fulfil orders a nit? You know I meant what now?
What does "tape out" mean?savantu said:
Sure. You can add two numbers to get a third. Thing is, you can't really put these two numbers in the same bucket because they're meaningfully different things.
To Crosshairs and savantu.
That was an April-fool's joke only because they said it launched LOL! They used info and estimations that was being talked about on the Web. There were samples of Tejas and that's why they killed it. The market was moving to Dual Cores and there's no damned way to cool a 150 X 2 LOL!
http://www.eweek.com/article2/0,1895,1762900,00.asp
http://www.anandtech.com/cpuchipsets/showdoc.html?i=1943
Now maybe they're wrong, but there was plenty of news items about Tejas and 150 Watts. Intel Killed Tejas and AMD had nothing to do with LOL! Thats whats implied and that's what I dsiagreed with hehehehe!
http://www.theinquirer.net/default.aspx?article=15749
I read that it was and that it wasn't taped out. Either way, I stand by what I said about the rest LOL!
That was an April-fool's joke only because they said it launched LOL! They used info and estimations that was being talked about on the Web. There were samples of Tejas and that's why they killed it. The market was moving to Dual Cores and there's no damned way to cool a 150 X 2 LOL!
savantu said:
http://www.eweek.com/article2/0,1895,1762900,00.asp
http://www.anandtech.com/cpuchipsets/showdoc.html?i=1943
Now maybe they're wrong, but there was plenty of news items about Tejas and 150 Watts. Intel Killed Tejas and AMD had nothing to do with LOL! Thats whats implied and that's what I dsiagreed with hehehehe!
http://www.theinquirer.net/default.aspx?article=15749
I read that it was and that it wasn't taped out. Either way, I stand by what I said about the rest LOL!
OK Mike!
The tape out is when the chip is finalized and the info is sent to the plants to be manufactured.
Tetrahedron
[H]ard|Gawd
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i second that
That isn't a source , it is an opinion.Simply that.
And wrt to Eds credibility , compared to yours , he's bulletproof.
Except he poses his opinion as fact, and does it in the public domain. I post my opinion as such on a discussion forum
He refuses to answer emails, and wont debate the merits of his opinions... Hes a weasle and a flat out liar....
jhtrico1850
Weaksauce
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Maybe because you're not worth his time? From what I've seen, everyone seems to rip apart what you say anyways.
Exactly...
Now if what Ed is saying is wrong, then why are you attacking the person, instead of attacking what he's saying?
Anyway, someone who claims AMD's 386 outperform Intel's 486 should just know better than to question anyone's credibility
Exactly...
Now if what Ed is saying is wrong, then why are you attacking the person, instead of attacking what he's saying?
Anyway, someone who claims AMD's 386 outperform Intel's 486 should just know better than to question anyone's credibility
Look at the benches.. They are still available... It's called the information superhighway fora good reason.
I dont like Ed, he spreads lies and misinformation, he is a bain to the enthusiast community and should be taken off line a soon as possible.
As do you.
But what particular lies and misinformation are there in this particular article? Please be as specific as possible. Thank you.
Ok point out any lies or misinformation that I spread? Go ahead, I dar ya... please... perty perty please.... Do it... please....
We'll just take this as a quick and dirty example of his lies and misinformation....
.
Has he seen Benchmarks on Barcelona yet? How does he know AMD cant make them? Does he know they cant? How does he get off making these flat out lies with out any accountability?
AtomicMoose
[H]F Junkie
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Is this thread about AMD or Ed?
Get it back on track or it DIES!
Get it back on track or it DIES!
If not busted, at least hamstrung themselves w/the ATI terms of purchase, meaning AMD's situation today is much more serious than it was in, say 2001 or 2002.
http://www.reuters.com/article/newIssuesNews/idUSN2044289220070420
SAN FRANCISCO, April 20 (Reuters) - Advanced Micro Devices Inc. (AMD.N: Quote, Profile, Research) is facing a cash crunch, but a fateful debt arrangement last year limits the No. 2 computer chipmaker's fund-raising options.
AMD's purchase of graphics chipmaker ATI was funded with $2.5 billion in debt, which came loaded with restrictions that would force the company to prepay the loan if it obtains more debt, issues shares, sells assets or even reduces working capital.
Some investors reckon AMD's only viable option is some sort of private equity deal -- an option executives welcomed explicitly for the first time on Thursday after reporting a surprisingly big $611 million quarterly net loss.
http://www.reuters.com/article/newIssuesNews/idUSN2044289220070420
SAN FRANCISCO, April 20 (Reuters) - Advanced Micro Devices Inc. (AMD.N: Quote, Profile, Research) is facing a cash crunch, but a fateful debt arrangement last year limits the No. 2 computer chipmaker's fund-raising options.
AMD's purchase of graphics chipmaker ATI was funded with $2.5 billion in debt, which came loaded with restrictions that would force the company to prepay the loan if it obtains more debt, issues shares, sells assets or even reduces working capital.
Some investors reckon AMD's only viable option is some sort of private equity deal -- an option executives welcomed explicitly for the first time on Thursday after reporting a surprisingly big $611 million quarterly net loss.
That one is very easy:
duby229 said:
I think he means AMD can't produce them in volume (yet). In other words, they aren't in the stores yet. In which case it's the simple truth.
Nevertheless it looks you're grasping at straws... if that's the only thing in that entire article that you can mention... well... it's not even relevant to the rest of the article anyway.
I think Ed makes a valid point... The longer AMD delays the Barcelona, the faster and cheaper the competing Core2 processors will be.
coldpower27
[H]ard|Gawd
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Thanks for that link, though what he does say makes sense, K10 won't make a significant impact this year considering it won't be launched till Q3 in Servers and Q4 desktops.
But neither will Penryn make a significant impact this year either thankfully for AMD.
But neither will Penryn make a significant impact this year either thankfully for AMD.
But if you're right, that works out well for Intel since Core 2 in any form is bitch slapping AMD right now. What we do know will happen is that Core 2 is going from opening a 16oz can of whip-ass to a Gallon Pickle Jar on AMD. Core 2 will get more MHz and FSB. K10 is meant to turn the tide so both moving slowly hurts AMD more.