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Business Week on INTC vs. AMD
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Author Business Week on INTC vs. AMD
HenryTo
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PostPosted: Fri Nov 26, 2004 11:42 pm    Post subject: Business Week on INTC vs. AMD Reply with quote

Let's see if Intel can pull another rabbit out of the hat:

http://yahoo.businessweek.com/magazine/content/04_48/b3910050_mz011.htm

Historically, Intel has nearly always been able to deliver when they're backed into a corner - but whatever the case may be, this intense competition between Intel and AMD can only be good for businesses and consumers (unless you were an Intel investor, of course).
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Author Business Week on INTC vs. AMD Replies
HenryTo
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PostPosted: Sun Apr 13, 2008 10:18 am    Post subject: Reply with quote

rffrydr,

I think the question now is: Will Intel delivver the knock-out blow? Given Intel's technology lead and its ample financial resources - the latter especially important in this credit environment - every banker and analyst in the chip industry should be thinking about this on a daily basis.

12 months ago, AMD would have no problems getting financing to fight another day - but unless AMD does a seriously dilutive secondary or a bond/convertible bond offering with debalitating high interest rates - it is hard to see anyone that would seriously back this company right now. Why would anyone pick a fight with Intel by acquiring AMD - especially given where we are on the microprocessor S-curve - is beyond my comprehension.

Have a good weekend,

Henry
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rffrydr
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PostPosted: Sun Apr 13, 2008 7:15 am    Post subject: Reply with quote

It's been a hard time for chips and none more than AMD: on that score we can thank the Master:

http://www.nytimes.com/2008/04/12/technology/12chip.html?ref=technology
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rffrydr
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PostPosted: Wed Jan 16, 2008 8:52 am    Post subject: Reply with quote

Intel all over Mac--even reconfiguring it's Core 2 for the new "Air" laptop. Probably should meet this reaction:

javascript:bringupPlayer('vid=vDELACtKIWHg')
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HenryTo
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PostPosted: Mon Jan 07, 2008 10:03 pm    Post subject: Reply with quote

DJ,

Here is a timely review on the new "Penryn" processors with regards to both battery life and performance. Not hugely impressive, but are good nonetheless:

http://www.anandtech.com/cpuchipsets/intel/showdoc.aspx?i=3195&p=5

Now, if we can only get a SSD hard drive into that setup...

Best,

Henry
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texfly101
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PostPosted: Sun Jan 06, 2008 8:54 pm    Post subject: Reply with quote

Its becoming almost a "laptop" world with desktops being replaced repeatedly with laptops. Sometimes they that are too big to be true laptops, a new category called desktop replacements. In my work, I was recently transferred to a new job and in the switch, my previous desktop was replaced with a laptop. I originally had stuck with desktops as in my data centric need for analytical speed, I had stayed with them given their speed and storage edge. Its no longer the case. My current laptop has plenty of speed and storage. Its connectivity to networks that is the new problem of the IT world. all of my recent calls to our corporate IT Help Desk has been regarding connectivity.
As with everyone anymore, I do so much more remote work these days and that demands connectivity. My climbing partner and I recently took a trip to California to trout fish, staying in a campground way up in the Sierra's, and we both worked at nite by the campfire, on our laptops, connected via wifi. Being able to be connected has become my new focus in my work. That's no news to most, probably getting "So...?" from anyone reading this as old news. So I was pleasantly surprised by the battery life on my Dell. The power demand by the newest CPU's and the on the motherboard integrated audio and graphics circuitry has made hours of usage possible.
To me, the new 45nm chips best offerings are the reduced power demand. Look at the new Penryns in this area and its going to decrease power demand almost 20%. Lower cooling needs also happen, reducing the overall current needs significantly. Since power is a function of the square of current, that means more current, i.e. electrons, available to do other chores, run auxiliary components, etc. The Nehalem chips are to possibly be on a 32nm core which would further reduce current, which is a function of the cross section of the size of the circuit. So more less current, less power, more battery life or options on a laptop. All becoming more important in selling laptops.
With laptops predicted to outsell desktops in 2009, mobility and battery life is the key to success, both in chips and computers. Intel definitely has the edge here, AMD significantly behind in the nanometer race, 65nm currently, which is the key to power, heating...all the hallmarks of the laptop world. It will be 2009 before they get to 45nm, if they do, being rumored to be considering outsourcing their chip manufacturing. They had the edge in clock speed but that is becoming less of a factor. Clock speed, while sexy, is becoming less of the reason to choose a chipset, power demands are dominating. I keep looking for Intel to press their advantage in this area, move significantly into mobile devices, and to keep reducing the power needs. AMD can't keep up on this front, particularly in the laptop arena. The infusion of capital might help them, but it will be years before they can compete with Intel on the core size and power savings front.
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rffrydr
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PostPosted: Mon Dec 31, 2007 8:55 pm    Post subject: Reply with quote

"Penryn" is an original in this area:

http://maps.google.com/maps?f=q&hl=en&geocode=&time=&date=&ttype=&q=Penryn,+CA&ie=UTF8&ll=38.85535,-121.170101&spn=0.066171,0.1157&z=13&iwloc=addr&om=1


Just a stone's-throw from Intel design here in Folsom. "Santa Rosa" was also one of the building blocks of California. Subliminal Brands?
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HenryTo
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PostPosted: Mon Dec 31, 2007 12:31 pm    Post subject: Reply with quote

Intel to release new "Penryn" notebooks:

http://www.dailytech.com/article.aspx?newsid=10173

Quote:
January 6 is the big day for Intel's Penryn-based notebook processors and it appears that the Santa Clara-based company won't disappoint.
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HenryTo
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PostPosted: Fri Nov 16, 2007 9:40 am    Post subject: Reply with quote

FYI. Following is courtesy of the WSJ:
-----------------------------------------------------------------------------------
Abu Dhabi Buys 8.1% Stake in AMD
By JOHN FLOWERS
November 16, 2007 10:19 a.m.

An investment arm of the Abu Dhabi government has bought an 8.1% stake in Advanced Micro Devices Inc. for about $622 million in cash, making the Persian Gulf emirate one of the chip maker's biggest shareholders.

The deal is part of a trend of Middle East nations, rich on the exploding cost of oil, to make their mark in global finance. Abu Dhabi's strategic-investment arm, Mubadala Development Co., has been gaining a foothold in high-tech sectors via recent investments and partnerships.

Earlier this week, Mubadala announced a deal with Northrop Grumman Corp. to collaborate on high-tech aerospace and aviation educational and training programs. And earlier in the year, the company bought a 7.5% stake in the Carlyle Group, a private equity firm known for its heavy investments in aerospace, defense, and high-tech industries.

In exchange for the investment, Mubadala will receive 49 million newly-issued shares of AMD at the Nov. 15 closing price of $12.70 a share. For its part, AMD will receive $622 million, minus about $14.6 million in reimbursed expenses.

Mubadala will not receive any board representation as part of the deal. The company said the transaction does not present a controlling investment or acquisition subject to review by the Committee on Foreign Investment in the U.S.

AMD, which has posted losses in recent quarters amid stiff competition from rival Intel Corp., said it will use the net proceeds to invest in research and development, product innovations, and manufacturing improvements.

"This investment strengthens AMD's ability to deliver customer-centric innovation and choice to the marketplace, creating greater value for all of our shareholders," AMD Chairman and Chief Executive Hector Ruiz said.

The investment should be a relief for the Sunnvale, Calif.,-based chipmaker after posting a loss of $396 million for its third quarter. The company was hurt in part by costs from the acquisition of ATI Technologies. It also has been struggling of late with managing its relations with chip distributors and delays in delivering a new product for severs.
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HenryTo
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PostPosted: Thu Nov 15, 2007 11:57 pm    Post subject: Reply with quote

Despite everything you've read about AMD's Barcelona as a core component in many supercomputers today, Intel actually substantially increased its market share in the Top 500 list that was just released:

http://arstechnica.com/news.ars/post/20071113-multicore-64-bit-x86-shakes-up-top-500-supercomputer-list.html

Quote:
These numbers paint a pretty clear picture: Intel's multicore x86 offerings, especially the quad-core Xeons, are suddenly taking over the list like kudzu, leeching share from every other entrant.

Most of the action on the Intel EMT64 front is due to the rise of the dual-core Xeon 5100 series (Woodcrest) from a 6.20 percent share of the list in 11/2006 to a 43.00 percent share this year, and the quad-core Xeon 5300 series (Clovertown) from no presence to a full 20.4 percent share. So these multicore Xeons are helping to lift the aggregate PFLOPS rating of the list by cramming more and higher-performing cores into more sockets.

Given the remarkable success of the post-Netburst multicore Xeons, one wonders what this list will look like in a 11/2008, when the market has had a chance to absorb some of the impact of Intel's 65nm Tigerton and newly-launched 45nm Harpertown Xeons. Perhaps we should create a dead pool for betting on which other architectures will follow PA-RISC in falling entirely off the list.
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HenryTo
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PostPosted: Tue Oct 30, 2007 11:26 pm    Post subject: Reply with quote

Unless AMD can put a rabbit out of the hat, this latest NVDA offering will decimate the ATI midrange graphics market over the next couple of months:

http://www.anandtech.com/video/showdoc.aspx?i=3140&p=10
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PostPosted: Fri Sep 28, 2007 6:17 am    Post subject: Reply with quote

Healthcare: GM yes; Intel?

http://www.ft.com/cms/s/0/dfb28826-6d32-11dc-ab19-0000779fd2ac.html
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PostPosted: Thu Sep 20, 2007 4:06 pm    Post subject: Reply with quote

Intel going for the knockout punch:

http://www.anandtech.com/tradeshows/showdoc.aspx?i=3102

Quote:
We've talked in the past about Intel's incredibly strong roadmap and how it's firing on all cylinders, today's demonstration is perfect indication of that. Penryn isn't even out the door yet and Nehalem is design-complete, undergoing testing and already running two major OSes according to Intel.

We've yet to lay our hands on AMD's Phenom, much less give you more than a crude set of performance expectations based on server hardware, needless to say Intel is doing to AMD, what AMD did to Intel for years while the Pentium 4 struggled to perform.

Let's say that again: Intel is showing an architecture that won't be out until the end of next year, today.
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HenryTo
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PostPosted: Tue Sep 18, 2007 12:22 pm    Post subject: Reply with quote

Intel Developer Forum is being held as we speak. Day 1 of the presentation features an update on Intel's roadmap, as well as some nice surprises (e.g. an 8-core processor will be released come the 2nd half of 2008):

http://www.anandtech.com/cpuchipsets/intel/showdoc.aspx?i=3101
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HenryTo
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PostPosted: Tue Sep 18, 2007 9:07 am    Post subject: Reply with quote

AMD is scheduled to released 3-core processors in the first quarter of 2008:

http://www.dailytech.com/article.aspx?newsid=8916
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HenryTo
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PostPosted: Mon Sep 10, 2007 8:40 am    Post subject: Reply with quote

Hot off the press: The latest "Barcelona" benchmarks from AMD:


http://www.anandtech.com/IT/showdoc.aspx?i=3091

Quote:
Considering that AMD prices this Opteron 2350 under the Xeon 5345, AMD has an attractive price/performance offering for most applications. The only exception is a chess engine and highly optimized Intel binaries. Although our testing is not finished yet, there is very little doubt that AMD's newest chip is very energy efficient. Add to that the fact that the AMD platform is not burdened with the extra power consumption of FB-DIMMs, and it is clear that the third generation of Opterons will lead in the performance/watt area for a few months. When you are looking for the highest performance however, Intel has still a solid advantage with it's 3 GHz Xeon x5365

The future looks very interesting with the 45nm Xeon Harpertown and a 2.5GHz AMD quad-core in the next quarter. AMD hasn't clearly hit a homerun this time, but at least they're playing in the same ballpark.
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