Wednesday, August 02, 2006

DELL to ship 1.2 million AMD64 boxes in Q3

As expected, DELL goes AMD64 around Conroe launch time. Nvidia is still the chipset of choice for Athlon 64. Intel will deliver fewer than 1.5 million Conroes for Q3.

52 Comments:

Anonymous Anonymous said...

This is another 3-4% of marketshare. Hector's 30% is going to be completed 2 years before deadline. I belive that AMD is going to break 33% barrier in Q1 2007 when 65nm units will go out.
It's just 8% more than now...

2:44 PM, August 02, 2006  
Anonymous Anonymous said...

well its 26% server, 21.5% desktop atm...but I do however feel that server will rise another 5% to 31% by Q1 07 and destop to reach 24% easily by Q1 07.

3:02 PM, August 02, 2006  
Anonymous Anonymous said...

Yeah.... whatever.... another unsubstantiated number.

How do you come up with 1.2 Million

3:42 PM, August 02, 2006  
Anonymous Wirmish said...

"How do you come up with 1.2 Million"

This is the answer, moron :

"The worlds largest computer manufacturer has targeted an initial ramp of 1.2 million AMD-based desktop and server units for its third quarter."

~~~

AMD Gets Back-To-School Bounce:
http://www.forbes.com/markets/economy/2006/08/01/amd-0801markets05.html

4:21 PM, August 02, 2006  
Anonymous Anonymous said...

Yawn..

Nothing significant here, the question is why did Dell wait so long to finally go AMD. What is most funny is that they are going to AMD right when AMD is least attractive from a performance point of view in the mainstream market.

For 4 way servers makes sense.

In some sense this shows the stupidity and slowelness of Dell. Didn't add AMD when AMD was the most compelling desktop solution. Then they choose to add them right when INTEL has all the benchmarks of signficance. Only shows you Dell isn't a signficant force nor does it have any leadership.

Makes perfect sense. The maker of the cheap slow performing boxes now uses slow and cheap CPUs from AMD. A butt ugly box with a butt slow chip but at a real cheap price.

1+1=0

The Doctor

4:27 PM, August 02, 2006  
Anonymous Anonymous said...

From the article he referances:
http://www.ibtimes.com/articles/20060802/dell-amd-nvidia.htm

"The worlds largest computer manufacturer has targeted an initial ramp of 1.2 million AMD-based desktop and server units for its third quarter. This, McConnell elaborates, represents 16 to 17 percent of the company's projected desktop and server units in aggregate."

pull your head in.

4:45 PM, August 02, 2006  
Anonymous Anonymous said...

Anonymous said...

"Yeah.... whatever.... another unsubstantiated number.

How do you come up with 1.2 Million"


Try reading the article and you'll find the answer to your question.

5:21 PM, August 02, 2006  
Anonymous Anonymous said...

And Intel may not sell that many Conroes!
1) Intel ignored System integrators.
http://www.theinquirer.net/default.aspx?article=33393

2) G965 chipset with integrated X10 graphics is flawed, Fix due late August.
http://www.digitimes.com/mobos/a20060731A5025.html

Ever since the Pentium(c) bug exposed Intel(tm) corporate ethics ..and competence.. critical uses of INTC products must be delayed until one is reasonably confident they perform as specified......

5:28 PM, August 02, 2006  
Anonymous Anonymous said...

"Yeah.... whatever.... another unsubstantiated number."

Did you actually read the article? Try reading it first before you make yourself look stupid.

Excellent news for AMD.

5:31 PM, August 02, 2006  
Anonymous Anonymous said...

Face it fanboys the window for Dell to really leverage AMD's competitive advantage came and went.

AMD leads only in offering lower performance parts for cheap.

6:01 PM, August 02, 2006  
Anonymous Anonymous said...

"This is the answer, moron :"

Did you have to call him a moron? Do you feel good about yourself? Did you get anymore respect?

6:24 PM, August 02, 2006  
Anonymous Anonymous said...

Sharikou,

You identify yourself as "Freelance journalist on IT matters. Some of my writings have been published on online IT journals. "

I love your blog. Can you give me references to some of your writings that are published on online IT hournals?

Thanks

6:29 PM, August 02, 2006  
Anonymous Anonymous said...

“Yawn……….Nothing significant here”

If you live in Siberia, it wouldn’t be significant. Dell was exclusively Intel for 21 years, and then Last month Dell said servers only, and now everything. Dell was Intel’s uno-number-one. Dell has realized Intel is shit and the future is with AMD just like all the other partners coming online.

You need to start reading your own posts and figure out where you’ve gone wrong in life. Just don’t jump! Everything’s going to be OK.

6:32 PM, August 02, 2006  
Anonymous Anonymous said...

Guys,
Its pure speculation by analysts.
In Q3, Intel is expected to 6million conroes. That alone will eat away a percent of AMD's market share.
Intel has also fixed its chipset supply through 3rd party vendors.
So, if anything, AMD will lose market share in Q3. It is headed towards a net operating loss guys.

All of you know that Dell is a marketing arm of Intel. Also, AMD-Dell deal is bad for AMD since Dell will try to squeeze every penny from AMD.

AMD fanbois have nothing to cheer about.

7:04 PM, August 02, 2006  
Blogger Sharikou, Ph. D said...

In Q3, Intel is expected to 6million conroes.

in paul o's wet dreams, maybe

7:09 PM, August 02, 2006  
Anonymous Anonymous said...

1.2 million Dell in Q3, no big deal.

Paul O. could stuff the channels with twice that amount in one week.

7:19 PM, August 02, 2006  
Anonymous Anonymous said...

re: anonymous@7:04PM
"Intel has also fixed its chipset supply through 3rd party vendors."


Third party vendors helped a bit till Intel re-ramped
its manufacturing capacity of chipsets. Then it's screw you VIA..screw you SiS.

Vintage Intel.

7:31 PM, August 02, 2006  
Anonymous Anonymous said...

Its pure speculation by analysts.
In Q3, Intel is expected to 6million conroes.’

Who is speculating?


“Intel has also fixed its chipset supply through 3rd party vendors.”

Unless this is breaking news within the past 5 minutes, you’re wrong.


“So, if anything, AMD will lose market share in Q3.”

AMD is gaining mark share daily without 1.2 million Dell boxes.

“AMD-Dell deal is bad for AMD since Dell will try to squeeze every penny from AMD.”

Asinine and to stupid to reply too.

7:45 PM, August 02, 2006  
Anonymous Anonymous said...

This is great for both Dell and AMD! Many believe that Conroe beats K8 hands-down, but whichever you stand for, both K8 and Conroe sure as hell trounce Netbust. If Dell ships 1.2 million of AMD and 1 million of Conroe, then that's a whole 2.2 million computers with decent processors in them!! And from DELL of all companies. Who'da thunk. It's just too bad that the rest will still be crappola.

8:34 PM, August 02, 2006  
Anonymous Richard said...

Price war to hurt Intel more than AMD.

http://www.fabtech.org/content/view/1702/2/

8:58 PM, August 02, 2006  
Anonymous Anonymous said...

“Price war to hurt Intel more than AMD.”

Thanks for the post Richard, if anyone should know the truth about the price war it would be an industry Semiconductor publication.

9:25 PM, August 02, 2006  
Anonymous BigBadWolf said...

"Makes perfect sense. The maker of the cheap slow performing boxes now uses slow and cheap CPUs from AMD. A butt ugly box with a butt slow chip but at a real cheap price.

1+1=0

The Doctor "




1+1=0 ????

Is this something you posted or am I making a mistake here?
It shows the sheer level of ignorance and and incopmetance Intel fannies are capable of.
Sahll I try to teach you kindergarten math or would like to watch bob the builder.
Lack of GHZ myth is taking a toll on you.
Oh perhaps calling you
"THE DOCTOR 5GHZ" might help feel better.
Here's a piece of advice....
GET THE HELL OUT AND STAY OUT.

Your idiotic behavor is getting a little to annoying lately.

9:29 PM, August 02, 2006  
Anonymous Anonymous said...

1+1=0 ????

Is this something you posted or am I making a mistake here?
It shows the sheer level of ignorance and and incopmetance Intel fannies are capable of.
Sahll I try to teach you kindergarten math or would like to watch bob the builder.



Ever heard of Sarcasm?

He said "butt ugly box" + "butt slow chip" = "low price solution"

Try extending your imagination a little, your king Sharikou sure seems to have a wild one.

11:40 PM, August 02, 2006  
Anonymous Anonymous said...

"yawn"
well I think you might be surprised a what specs those AMD's have (65nm)
you'll see!.

11:54 PM, August 02, 2006  
Anonymous Anonymous said...

What's the target of DELL ?
a 50%-50% Intel-AMD ?
That should be a GREAT target for AMD!!

1:30 AM, August 03, 2006  
Anonymous rathor said...

"Makes perfect sense. The maker of the cheap slow performing boxes now uses slow and cheap CPUs from AMD. A butt ugly box with a butt slow chip but at a real cheap price.

1+1=0

The Doctor "

---

Don't bother BigBadWolf, he's only stupid and ignorant... Intel "funbuoys" are even crackheads or... hmmmm, idiotic-stupid-things!

3:41 AM, August 03, 2006  
Anonymous Anonymous said...

"In Q3, Intel is expected to 6million conroes. That alone will eat away a percent of AMD's market share.
Intel has also fixed its chipset supply through 3rd party vendors.
So, if anything, AMD will lose market share in Q3. It is headed towards a net operating loss guys."

- Idiot. That's what every asshole analyst said of Q2, and ended up with AMD gaining market share.

"1.2 million Dell in Q3, no big deal.
Paul O. could stuff the channels with twice that amount in one week."

- Idiot. Paul.O can only stuff the Intel warehouses with chips that nobody want. 2 Billion worth of chips picking dust only in Q2, that's 3 months. Amazing.

4:46 AM, August 03, 2006  
Anonymous Anonymous said...

Dell shitboxes for EVERYONE!

The question is:

Dell appeals most to people who know very little about PC's. Will someone who knows very little about PC's trust his hard earned money (hey, he's saved up for two years to get a DELL!) and pick an AMD over an Intel model?

This is going to hurt Alienware in the long run. Their machines will drop in price because of Dell's AMD purchasing power now.

More people will buy Alienware machines because they'll be cheaper.

The machines will be less exclusive. Less people will become interested in an Alienware box because everyone has one, their sales will taper off until Dell absorbs them completely.

Meanwhile, AMD will ramp up production and continue to become more mainstream, forcing Intel to drop its prices and compete harder.

As a result, expect more paper launches and vaporware! Also expect to get a high performance desktop PC for under $1000! Yay!

6:38 AM, August 03, 2006  
Anonymous Richard said...

Thanks for the post Richard, if anyone should know the truth about the price war it would be an industry Semiconductor publication.

No problem.

Don't get me wrong, it wasn't a biased or fanboi thing. I figured it'd be interesting as it is a substantiated source and magically ties into what Sharikou has been on about. That's the more interesting bit.

Now someone, dispute this intelligently please.

Also Sharikou, I realise the Intel people are starting to irritate you where you are starting to post unprofessionally. Don't know if you realise this or not.

If anything, don't sink to their low please.

6:49 AM, August 03, 2006  
Anonymous Anonymous said...

"Ever since the Pentium(c) bug exposed Intel(tm) corporate ethics ..and competence.. critical uses of INTC products must be delayed until one is reasonably confident they perform as specified...... "

Uncle Sam saw the 1st batch of Woodcrest and say, "HEEEEEEEEEELLL NO" and rejected it.

It has since been rebranded as a Core2 Duo and ready to dump on the 3rd world... jk :)

This is great news for AMD. Intel has nowhere to grow their market, and AMD is just out to eat its lunch, and PLENTY of growth potential. Also think of ATI/AMD in the future, and the possibilities seem endless and great for the Tech Industry.

6:53 AM, August 03, 2006  
Anonymous boytoreckonwith said...

I'd say i think dell knows something...something the intel fanboys don't want to believe. I bet dell was shown amd's next processor...and they knew they might as well get their feet wet because it kicks inteli ass

7:26 AM, August 03, 2006  
Anonymous Anonymous said...

Let me explain it all to you. Clearly you don't have a real PhD
how 1+1=0

Now for the first "1"

Dell used to be the number on hot PC manufacture thus the "1"

Dell has never been known to ship the fastest systems. They have always been a INTEL house.

Then their direct sales model started to hurt. They and many of you would like to attribute this to the lack of a AMD offering. In the server space you could and can still make that arguement in the 4 ways space.

Dells real problem is that they have eaten all the MS the can from HP/Gateway and others. That was their real bread and butter growth area. The high growth areas simply are not in areas they have exceled in the past. They tried consumers stuff; PDA, MP3, TVs etc., servers, storage. But they simply are not the strong players in these areas. Finally HP and others have gotten their costs and manufacturing structure in place. There is no secret here. Inventory control and efficient manufacturing that Dell practices are common in many other non-tech commodity areas. All HP and others need was to go hire one of these efficiency experts and apply it to PC manufacturing. Once done.. DELLs advantage is gone.

Thus: "1" one of the ones is really a zero.

Now the second "1" AMD.

They have had a nice run the past 4 years as INTEL and its executives were blinded by NETBUST and the frequency fix. There was no question AMD had the sweetest design and kicked INTEL's butt. But just look at Tom's page today. Even stock INTEL COre2 blow away any AMD offering. AMD as a result had to drop their prices 50% to align performance to price value.

Funny in the past CPU manufactures dropped price when they had a new top line chip and they pushed the old one down the stack. In this case AMD had no choice drop the price or get NO sales. In the NETBUST days INTEL was still able to charge a premium on inferior chips compared to AMD.. call it marketing, call it brand strength, call it just damm smart, but they made what 10-12 billion profits during this time.

THus the second "1" is now a 0. Great CPU of old is nothign but a cheap commodity box.


Dell maker of cheap boring computers is a zero.

AMD maker of cheap boring CPUs is the other zero.


Like I said what is most funny is that Dell does it now. There is no question the Conroe's are ramping fast on 65nm. There is no question that the free 90nm capacity is now making chipsets. There won't be any shortages of Conroe platforms.

Get it?

The Doctor a real Phd.

8:07 AM, August 03, 2006  
Anonymous Wirmish said...

Fiction:

Wow look at these 12345GHz Intel CPU at only $123 millions each.

Who will buy AMD CPU at $150 now ?

Only crazy people that dont understand who is the performance leader.

Hahaha, AMD will be bankrupt in 2 days...

8:28 AM, August 03, 2006  
Anonymous Wirmish said...

Seems like Intel and AMD have a new competitor.

VIA C7 is faster than comparable Dothan and Merom:
http://www.geek.com/images/mini3/tongfang/osmark_big.gif

Maybe nVidia will buy VIA...
AMD/ATI -> DAAMIT
nVidia/VIA -> nVIAdia
Intel/Intel -> dead

8:36 AM, August 03, 2006  
Anonymous Gandalf said...

Wirmish said...

Seems like Intel and AMD have a new competitor.

VIA C7 is faster than comparable Dothan and Merom:
http://www.geek.com/images/mini3/tongfang/osmark_big.gif

Maybe nVidia will buy VIA...
AMD/ATI -> DAAMIT
nVidia/VIA -> nVIAdia
Intel/Intel -> dead

they compare a 2,2ghz clocked c7 to a 1,4ghz clocked intel dothan (the pre-predecessor of the current intel merom chip) and a 1,8ghz clocked amd turion. not that impressive.
maybe it's interesting to know why they coose this test: this test has several encryption benchmarks (sha-1, sha-256 and encryption). c7 has hardware support for encryption, so it gains a lot from this kind of benchmark.

Due to VIAs crappy chipsets and the slow C7 chips this would alter your assumption in:

Maybe nVidia will buy VIA...
AMD/ATI -> DAAMIT
nVidia/VIA -> nVIAdead
Intel/Intel -> dead


leaving with just one company supplying us with superior and cheap technology!

9:05 AM, August 03, 2006  
Anonymous Your Daddy said...

"Yawn.."


Wake up call DOC! You seriously need one. Smell the reality settling in that I'm about to explain for you here...


"Nothing significant here, the question is why did Dell wait so long to finally go AMD. What is most funny is that they are going to AMD right when AMD is least attractive from a performance point of view in the mainstream market."


What is most funny is how clueless and how simplfied you make out this entire situation, when it's far from it. The bottom line is this: Dell, IBM, Sun and many other OEM's have seen AMD's future plans for Torrenza, Pacifica, HT 3.0, and have quite possibly even seen 65nm K8L ESs demoed in action. They already know what AMD has coming will blow anything Intel has out of the water come next year as AMD's server offerings is about to make a paradigm shift for the server market permantly.

Unfortunately for Intel, AMD will be waiting shortly thereafter to once again blow out of the water anything Intel cooks up again by the time the K10 is out. Also by this time as well, Intel will be coughing up about several billion dollars to AMD and lawyers in losing the Anti-trust suit as well, that I guarantee. While Micheal Dell ain't the brightest lightbulb in the room IMHO, he ain't exactly stupid either.


"For 4 way servers makes sense."


For 4-way x86 32/64bit servers for the past few years there is only one logical choice. That has been made loud and clear with AMD taking 25% of the server market since Opteron's market introduction in what is seen as a relatively short period of adoption of such a relatively brand new chip architecture in the server market. While there will always be a niche market for the likes of Sparc, Power and *cough* even possibly Itanium, x86-64 is quickly becoming the mainstream server market and the leader of that charge is AMD's Opteron.


"In some sense this shows the stupidity and slowelness of Dell. Didn't add AMD when AMD was the most compelling desktop solution. Then they choose to add them right when INTEL has all the benchmarks of signficance. Only shows you Dell isn't a signficant force nor does it have any leadership."


For Dell I offer no excuses, they have been Intel's whore for quite some time now, not exactly something I call a brilliant revelation here.(more like common knowledge)

I think Sharikou's knowledge of the matter was quite accurate here(imagine that!) much to your chagrin as he knew that Intel no longer could offer rebates or incentives on thier crap Netburst products any more cheaper than they could afford to(while stuffing the channel at that) and once that happened, "the gates were opened".

Dell lost thier pricing advantage thanks to Intel bottoming out thier prices and also thanks to thier competitors using AMD, they no longer had a choice. Adopt AMD products or start losing marketshare to competitors.


"Makes perfect sense. The maker of the cheap slow performing boxes now uses slow and cheap CPUs from AMD. A butt ugly box with a butt slow chip but at a real cheap price.

1+1=0

The Doctor"


Haha! Cheap? Maybe. Slow? Anything but. Just because AMD's not exactly winning the benchmarks right now with Intel's vaporware at the moment besting them by a few points or frames does not equate them as anything "slow". Considering AMD's 3 year old chips remain somewhat competitive with Intel's brand new architecture thanks to the new price cuts is quite disappointing IMHO, they should be creaming AMD performance wise. Reguardless, until Intel can get thier "wunderchipz" out the door in volume, AMD is going to continue to do quite well, especially with one of the last and biggest Tier 1 holdouts putting them in full force in their offerings.

Expect AMD to continue to earn marketshare into next year as Core 2 is proving to show up too little, too late to stop AMD's momentum this year and by next year it will be far too little, too late when K8L arrives. Also expect K8L to return the performance blow Intel's Core 2 gave the K8 with interest.

9:21 AM, August 03, 2006  
Anonymous Anonymous said...

re: anonymous DOCTOR

Funny recently a guy much smarter named Rahul Sood had an article in a blog about the AMD/ATI merger, and he used 1+1=3.

I value his opinion more so AMD=1.

Too soon to tell on Dell
but it might've learned it lessons. Now Dell is trying to mimic the success of HP with a 2nd source for CPUs.
Still Dell=1 unless proven otherwise.

Now Intel will be the biggest loser if Dell starts to sell more AMDs.
If a Dell customer opts to buy an AMD instead of an Intel, Intel will lose sales in the combination of cpu, chipset and boards.

AMD will gain marketshare with the Dell deal so in the near future AMD=1+, while Intel=1-.

Doc, you get a lot of Intel employees as patients?
Ulcers, stress, panic attacks, loss of apetite and stuff like that? LOL

p.s Doc, you might want to check out C. Dermajin's article on Dell and AMD
today.

9:23 AM, August 03, 2006  
Anonymous Anonymous said...

re: Doctor anonymous

I think you better monitor Otellini's blood pressure and heart rate on the day Dell makes the AMD announcement.

9:30 AM, August 03, 2006  
Anonymous Anonymous said...

did we find another processor bug?

1+1=0 (intel)
1+1=3 (amd)

it seems the x86 platform has a major problem...

i've just checked:

1+1=2 (powerpc)

maybe in future we should use these processors.

9:43 AM, August 03, 2006  
Anonymous Anonymous said...

Per IC Insights:
http://www.fabtech.org/content/view/1702/2/

"‘Intel and AMD registered the largest 2Q06 sequential sales declines of any of the top 15 semiconductor suppliers. It should be noted that although Intel and AMD each displayed significant 2Q06 sales declines, IC Insights expects full-year 2006/2005 semiconductor sales at Intel to be down at least 10% while AMD is on pace for a 42% increase.'

This can be put down to a few crucial factors, commented Bill McClean, President of IC Insights. On the one hand, AMD is still building market share in the server space, which is not being impacted by the price war encountered in the PC and notebook space.

However, the strongest impact comes from the performance of Intel in 2005 compared to Intel's revenue growth capability in 2006 due to the severe price cuts expected for the remaining half of the year."

Servers are where the money's at, Conjob fans. That's where the real war is, and AMD continues to take ground.

Ramp of ConJob, and all the Intel fanbois huffing and puffing in the world will not help Intel's declining server revenue.

'Nuff said!

Intel Inside?
Hah!
Put Intel Aside

10:32 AM, August 03, 2006  
Anonymous Edward said...

"VIA C7 is faster than comparable Dothan and Merom:
http://www.geek.com/images/mini3/tongfang/osmark_big.gif
"

That's misleading at best. C7 got the biggest boost from SHA-256, which is highly regular and parallelisable. Few if any real-world apps behave like that.

10:56 AM, August 03, 2006  
Anonymous Anonymous said...

VIA C7 is faster than comparable Dothan and Merom:
http://www.geek.com/images/mini3/tongfang/osmark


Don't be ridiculous. Via has hardware encryption assist. Meaningless for 99% of users, but they included SHA-1 and SHA-256 in the benchmarks so it looks good.

C7 is competition for Celeron-M, certainly not Dothan or Merom.

12:35 PM, August 03, 2006  
Anonymous Anonymous said...

Dells 1.2 million box deal is not as huge as the psychological damage to Intel and its band of merry men.

5:21 PM, August 03, 2006  
Anonymous Anonymous said...

Food for thought.

1) Tell me of a recent high tech merger of a major player that was win win? Also one where the integration resulted in true efficiences etc. There aren't any. Sure they are spun to be. What else do CEOs do to justify their jobs/decisions.

2) For the poster that noted AMD's and INTEL's recent drop in revenue. They are in the midst of a price war. What do you expect?
What is notable:

INTEL is #1 towering over #2 Samsung by 2x.

AMD what is AMD? They are # 14

Who is going to go bankrupt?

Sever hardware make real money? Sun makes money, HP makes money, IBM makes money? Not exactly.

5:22 PM, August 03, 2006  
Blogger Sharikou, Ph. D said...

Dells 1.2 million box deal is not as huge as the psychological damage to Intel and its band of merry men.

It will be all dependent on customer demand. If customers all want AMD, then you can expect DELL to sell 100% AMD. I expect this to happen at K8L time.

7:01 PM, August 03, 2006  
Anonymous Anonymous said...

"It will be all dependent on customer demand. If customers all want AMD, then you can expect DELL to sell 100% AMD. I expect this to happen at K8L time."

So you are saying Dell will be 100% AMD in H1'07?

7:16 PM, August 03, 2006  
Anonymous Anonymous said...

Also by this time as well, Intel will be coughing up about several billion dollars to AMD and lawyers in losing the Anti-trust suit as well, that I guarantee.

Thats just not true. In american society, especially when its two massive companies against each other, lawsuits take forever to move. We've already seen the fruits, and AMD doesn't really need the lawsuit to actually succeed. Merely putting it out there was enough for them in the long run.

Remember SCO vs IBM (among others)? Last I checked very little has happened in the past 3 years, and it was retardedly obvious that SCO's grounds were bogus. A similar thing will happen with AMD vs Intel, even though AMD most likely will never "win" the lawsuit, exposing and putting Intel's business practices under the spotlight caused alot of people to think twice.

8:14 PM, August 03, 2006  
Anonymous Richard said...

2) For the poster that noted AMD's and INTEL's recent drop in revenue. They are in the midst of a price war. What do you expect?
What is notable:

INTEL is #1 towering over #2 Samsung by 2x.

AMD what is AMD? They are # 14


Use your head Dude, ofcourse they will lose profit but it's said Intel will be far off.

Did you even read the title? They even blow out the bigger picture for you.

Ofcourse Intel is a bigger company. They've been in the market for a lot longer (so to speak) and have been on top and consider the number 1 choice like Microsoft is of the operating system World.

What's your point? Just because AMD isn't earning as much doesn't mean that they aren't as healthy? AMD is sitting on strong financial ground (even after acquiring ATI). As reported on Arstechnica.com. They still have dept to pay off, but nothing to worry about and are actually in a better position than Intel.

I fail to see what you're trying to say as it is quite... stupid.

11:24 PM, August 03, 2006  
Blogger Dr Blog said...

I researched this and found Dell's intentions are to sell AMD in 33-50%
of all offerings.

The Doc

12:05 AM, August 04, 2006  
Anonymous Anonymous said...

"INTEL is #1 towering over #2 Samsung by 2x.
"

Do remember Intel need to feeds its horde of employees. Being #1 doesn't mean that the employees were well fed/paid. And massive cost cutting measures could also make you becomes #1.

5:03 AM, August 04, 2006  
Anonymous Your Daddy said...

"Thats just not true. In american society, especially when its two massive companies against each other, lawsuits take forever to move. We've already seen the fruits, and AMD doesn't really need the lawsuit to actually succeed. Merely putting it out there was enough for them in the long run."

While your analysis is fairly accurate, however a precedence of Intel's monopolistic tactics against AMD has already been shown in court in the past. See AMD vs. Intel over the rights to use the 386.

"Remember SCO vs IBM (among others)? Last I checked very little has happened in the past 3 years, and it was retardedly obvious that SCO's grounds were bogus. A similar thing will happen with AMD vs Intel, even though AMD most likely will never "win" the lawsuit, exposing and putting Intel's business practices under the spotlight caused alot of people to think twice."

All things considered, I would agree, but I don't think anything of this magnitude has ever happened in the semi-conductor industry as Intel is not only under legal pressure for fraud and anti-trust violations here in the states but also abroad!(see Japanese Intel KK raids, a suit being brought up in the Germany for anti-trust violations) The precendence that this sets is quite hard for anyone to ignore, especially for a judge here in the states. I stand by my initial observation, I don't think Intel is going to walk away from this one in any way unmolested, period. I'm gonna guess a trial and judgement around a 2008-2009 timeframe.

7:25 AM, August 04, 2006  
Anonymous Anonymous said...

Richard, Richard, Richard I'm so dissapointed in your skills you a PhD like Sharikou?

Yahoo stats

AMD:
Revenue 5.91B
Employees: ~ 10K
Income: 444million
Revenue/employee 591K
Income/employee: 44K

INTEL: REvenue 37B
Employees 100K
Income: 6.7 billion
Revenue/emplyoee=370K
Income/employee=67K

Sure it looks like Revenue is down at 370K/employee but look at that profit its a full 50% higher then AMD. If Paul actually fires the 15K people that is widely rumord I doubt INTEL's sales or revenue will drop. So lets look at what it is with 85,000 employees.

An eye popping 78K/employee income
and pretty awesome 435K revenue/employee.

INTEL is in no danger of bankruptcy. The bigger question is how AMD is going to generate postive cash flow with 2.5 billion long-term debt and 50% price cut, and the billions it needs to invest in 65nm and 45nm factories.

8:53 PM, August 04, 2006  

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