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Business Week on INTC vs. AMD |
HenryTo
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 Posted: Fri Nov 26, 2004 11:42 pm Post subject: Business Week on INTC vs. AMD |
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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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Business Week on INTC vs. AMD Replies |
HenryTo
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| Posted: Fri Nov 16, 2007 9:40 am Post subject: |
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FYI. Following is courtesy of the WSJ:
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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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| Posted: Thu Nov 15, 2007 11:57 pm Post subject: |
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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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rffrydr
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HenryTo
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| Posted: Thu Sep 20, 2007 4:06 pm Post subject: |
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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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| Posted: Tue Sep 18, 2007 12:22 pm Post subject: |
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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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HenryTo
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| Posted: Mon Sep 10, 2007 8:40 am Post subject: |
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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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HenryTo
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| Posted: Sat Sep 08, 2007 1:27 pm Post subject: |
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First glimpse at AMD's quad-core offering: "Barcelona." If the initial benchmarks are really a good indicator of what it can do (which I doubt - so we should really wait for third-party benchmarks), then AMD may be good for a long trade once the broader stock market has bottomed out:
http://www.dailytech.com/article.aspx?newsid=6299 |
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HenryTo
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HenryTo
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HenryTo
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HenryTo
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| Posted: Tue Jul 17, 2007 1:29 am Post subject: |
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Intel readies more price cuts next week as new processors come on to the market:
http://www.anandtech.com/cpuchipsets/intel/showdoc.aspx?i=3038&p=16
| Quote: | | Our Q6600 recommendation really highlights the major focus of this story, and that is the escalating price war between AMD and Intel. Once Intel's price cuts take effect next week, it's going to be difficult to recommend any AMD CPUs above $150. We're still working on our low end CPU comparison, and we suspect that AMD is more competitive at the lower end of the price spectrum, but what we've seen here today doesn't look good at all for the mainstream segment. In order to remain competitive, AMD would either have to knock about $50 off its X2 6000+ price or count on Phenom making up the performance gap at the same price point. |
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HenryTo
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