Tuesday, April 18, 2006

Mike calls Paul again

Mike: Paul, are you nuts? You pump Conroe like crazy, but only give me 10% what I need.

Paul: Sorry, Mike, our FABs haven't finished the copy-exact process yet. We are building 3 more 65nm FABs, and one 45nm FAB with 450mm wafers. We are the leader in process tech...

Mike: Crap! what about my Xmas sales? How do I tell my customers? They all want Conroe, and I only got 10%.

Paul: No problemo. Just sell the Presler PCes at half the price, lots of bargain hunters out there. We are gonna fry AMD this time, heh heh heh. Their FX60 will drop like a rock, their fat margins will be vaporized. We got $8 billion cash, they got only $2.6b...

Mike: Half the price? I am already selling Pentium D 820 PCes with 17inch LCD for $469, half that will be $230. How am I supposed to make my revenue numbers?

Paul: well, you can try double your units...

Mike: Paul, are you kidding me? Let me be frank with you, Hector showed me his next chip, it's running at 3.8GHZ and about 60% faster....

Paul: ------- (sound of heavy object falling on the floor)

Mike: Are you allright? hello, hello, hello...

9 Comments:

Anonymous Anonymous said...

lolz... did AMD really release a 3.8GHz processor?

1:30 PM, April 18, 2006  
Anonymous Anonymous said...

3.8 Ghz?
What's the TDP gonna be?
Sounds like Pentium Extreme Edition.

1:36 PM, April 18, 2006  
Blogger Sharikou, Ph. D said...

TDP will be within 95watts. Pentium 4 has double pumped ALU, so it was running 7.6GHZ inside.

AMD's quad-cores will run at 2.6GHZ or higher. Cray already ordered a bunch of them.

2:31 PM, April 18, 2006  
Blogger Surya said...

Erm there is a 3.8 ghz amd processor? You are kidding me right? I dont believe it.

11:05 PM, April 18, 2006  
Anonymous Anonymous said...

I suggest to look here here
Single-core Celeron overclocke but with shrinked cache can beat FX60.
If we assume that Core/Conroe is Yonah+bigger cache+some improvements - the core can be overall faster by 10-15% than equivalent S939part.
The only question is - is it possibile to achieve 20-30% performance improvment with K8L architecture. I think not...

Intel performance=AMD performance.
Intel capacity > AMD capacity
Intel marketing > AMD marketing

The equation is easy
Intel - 80% of the market
AMD - 20% of the market

Everybody's happy...again

8:55 AM, April 19, 2006  
Anonymous the architect said...

If AMD executes the good plan they got from Microsoft (who in turn got it from someone else...), then K8L will turn the tide even further in AMD's favor.

Intel is making mostly piecemeal incremental improvements in their designs. There is little talent left at Intel so this is the best they can do. This is why it will take Intel 4-5 years to put out a really new system that is not FSB.

And then there is the big iron ball that Intel has chained to their neck. Otherwise known as Itanic.

So with new and more floating point units in the K8L, suddenly AMD has a real market differentiator. Suddenly AMD chips can do things that no mainstream Intel chip is capable of. And suddenly Intel's head is snapped towards the ground by that 10 billion pound iron ball. The market for Itanic just disappeared.

Of course in the bigger picture, AMD is doing Intel a favor by killing Itanic. But in the short run, it will look like a blow to the head and the judges will give the round to AMD.

In simple terms, Intel is executing a dumb strategy. There really is no innovation other than what is driven by process shrinks. Which gives AMD all the opportunity in the world to innovate at a reasonable pace and completely destroy Intel.

1:16 PM, April 19, 2006  
Blogger Sharikou, Ph. D said...

All AMD chips are server class or derived from server class designs. Even Semprons have a crossbar inside. Intel's designs are completely outdated. They are missing one central piece: communications logic. AMD's processors have built-in communications for I/O (HTT), IPC (ccHT) and memory (IMC). Intel's design has none of the above. Intel's FSB is not fast enough for DDR2 800MHZ which requires 12.8GB/s bandwidth. The fastest Intel FSB on their roadmap is only 1333MHZ or 10.2GB/s.

5:29 PM, April 19, 2006  
Anonymous Anonymous said...

Sharikou, You said Presler is 8xxx?
I thought it was 9xxx.

10:30 AM, April 29, 2006  
Anonymous Anonymous said...

i can only say that the amount of hate toward intel shown by sharkirou reminds me osama bin laden thinking about bush

2:24 PM, July 31, 2006  

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