Friday, September 15, 2006

Intel mute on DELL's use of "AMD Inside"

Look here.

It says "PURE DELL ON THE OUTSIDE. AMD ON THE INSIDE."

Intel lawyers sued almost everybody who uses the Inside word. But they dare not sue DELL, which sells 27% of Intel's CPU production.

Search "VIIV" or "vPro" on dell.com, you find zero entries. DELL is unwilling to pay $50 for those stickers.

Those who bought Woodcrest/Bensley will find their machines worth zero in just one year. With Intel and AMD drop their plans for FB-DIMM support, there will be no demand thus no supply for that type of memory.

22 Comments:

Anonymous Anonymous said...

How do you expect to be taken seriously when you say $50 for Viiv/vPro:)

8:58 PM, September 15, 2006  
Anonymous Anonymous said...

Wow, I start to like Dell more now with "AMD Inside". :) I am curious how long with this "AMD Inside" last before it mysteriously disappears.

Another thing, Dell's AMD-boxes are vastly cheaper...
http://www.theinquirer.net/default.aspx?article=34392

I wonder why. I really hope that AMD is not selling Dell with huge discount, but rather, Dell is subsidizing AMD-boxes with profit from Intel-boxes.

Haha, that will be too good to be true.

-Longan-

9:23 PM, September 15, 2006  
Anonymous netrama said...

Hmmm I realised this a while back ...that even the media is down playing the Dell AMD desktops...They had made a big noise when Dell first announced their AMD Servers

AMD Live today launched free
25GB Online Media Vault:
http://amd.streamload.com/Brands/AMD/home/home.aspx

AMD still shows all the signs and vitality of an young company like Google ...like the 64seconds contest last year and www.amd64live.com

Intel has to catch up with AMD on more than just processor design !!

9:48 PM, September 15, 2006  
Blogger joshua said...

Check out my blog at www.tech-blog.blogspot.com!

10:10 PM, September 15, 2006  
Anonymous Anonymous said...

Way to go Intel, making its entire performance server range (intel oxymoron) obsolete before anyone buys any significant numbers of them, Talk about shoot yourself in the foot!.

2:37 AM, September 16, 2006  
Anonymous Anonymous said...

check out my view on yahoo board for a very possible scenario (even worst case scenario) on
cpu output, cpu prices for 2007 and possible stock PE for amd in 2007.
http://messages.finance.yahoo.com/Technology/Semiconductors/threadview?m=tm&bn=893&tid=1453808&mid=1453808&tof=3&frt=2

7:20 AM, September 16, 2006  
Blogger Sharikou, Ph. D said...

check out my view on yahoo board for a very possible scenario (even worst case scenario) on
cpu output, cpu prices for 2007 and possible stock PE for amd in 2007.


I did similar calculations before, however, I assumed that in 2007 most CPUs are dual core. Even with a 50% yield, AMD will be able to take 80% of the market by 2008 -- as long as there is demand. I projected that DELL will go 100% AMD at some point before Intel's BK. Intel's BK is projected at some time before 2Q08.

7:57 AM, September 16, 2006  
Anonymous Anonymous said...

I’m reading it, but in shock. FB-DIMM going, going gone. If I were in a price war, I wouldn’t cut my own throat a year in advance. Intel deserves what ever happens to them for squandering assets and zero forethought. I’m starting to believe the BK-2008 ideal.

8:45 AM, September 16, 2006  
Anonymous Anonymous said...

That is strikingly true! Intel does not have the boot for the deep shit it introduces(the price war).

It is going to hurt a lot before Intel can ramp up cornoe(2Q07?) Intel is in the word of hurt.

10:33 AM, September 16, 2006  
Anonymous Anonymous said...

" How do you expect to be taken seriously when you say $50 for Viiv/vPro:)"

He means the sticker ! you are really a s***** fool. Maybe you should stop visiting this site.

10:40 AM, September 16, 2006  
Blogger 180 Sharikou said...

So much for your arrogance, Dell has apologised to their customers for not having VPro:

http://www.theinquirer.net/default.aspx?article=33965

As you have said Sharikou - Dell is just a screwdriver company. Not having platforms or value added solutions is not a sign of being smart - it's a sign of their incompetence. It's why HP is eating their market share. You can hang your hat as much as you want on this AMD/Dell deal. But HP is squeezing them in mature markets like US & Europe and Lenovo has just promised them a price war of unforgettable proportions in China. Unless Dell gets a new strategy, in 2 years time they will no longer have the impact or clout in the PC business they do today.

I already said, AMD winning Dell today is not as beneficial as it would have been 18-24 months ago. Dell is probably squeezing rock bottom prices out of them even as Dell themselves lose market share. Nett result - Dell will use AMD to service the lower end of the market and AMD will have to reduce ASP to keep Dell happy. Before you get so excited you wet yourself, see the energy around how they position Core 2 Duo - "Lightning strikes twice; breakthrough performance".
http://www.dell.com/content/products/productdetails.aspx/xpsdt_700?c=us&cs=19&l=en&s=dhs&~ck=mn
http://www.dell.com/content/products/productdetails.aspx/xpsdt_410?c=us&cs=19&l=en&s=dhs&~ck=mn

It makes AMD's "rock solid performance" - sound like the most boring techology on planet "looserville". And there isn't even an AMD logo on the page - ha ha, look at how they're playing up Core 2 Duo. It's obvious where they intend to make margins and where they intend to be the cheap bottom of the stack player:

Dell will suck AMD dry on costs even as they head south themselves. Expect Dell to have yet another shitty quarter. I wouldn't be surprised if Rollins is out w/in 2-4 quarters. And Michael Dell too has no clue what to do next as is obvious from Rahul Sood's blog where you too critiqued Dell.
http://voodoopc.blogspot.com/2006/08/where-theres-smoke-theres-fire.html

For more on how the impact of HP and Dell on Intel & AMD - check out my blog:

http://sharikou180.blogspot.com
(A more balanced point of view.)

11:12 AM, September 16, 2006  
Anonymous Anonymous said...

Yo Sharikou

Please share the math thab backs up the claim? Some of us don't have your numbers. Please share and backup your assertion. I'm interested.

I did similar calculations before, however, I assumed that in 2007 most CPUs are dual core. Even with a 50% yield, AMD will be able to take 80% of the market by 2008 -- as long as there is demand. I projected that DELL will go 100% AMD at some point before Intel's BK. Intel's BK is projected at some time before 2Q08.


Tell me what your assumptions are for AMD wafer capacity, dual core die size for the mix of 90nm and 65nm, and yield.

AMD wafer starts on 90nm =
AMD 90nm die size =
DPW * wafer starts * yield =

For both 65nm and 90nm line..

Thanks you are the man!

12:03 PM, September 16, 2006  
Anonymous dr. obvious said...

FB-DIMM was a poor man's RAMBUS. Basically a hack to move up the DIMM count for Intel machines, at the cost of latency.

If you read between the lines, it means Intel has solved the DIMM count issue.

This means an on-chip memory controller is well ahead of schedule and will be rolled out in late 2007 or 1H 2008.

The basic Intel game plan:

2006 -- go to market with leading CPU performance, push 4 core processors out the door.

2007 -- weather the K8L storm by putting out early versions of Core 3 (which has more FP and cleaned up 64 bit and more cache).

2007 -- preview the on-chip memory controller

2007/2008 -- start, ramp-up conversion to new architecture (Core 3 final? Core 4?)

12:36 PM, September 16, 2006  
Anonymous Anonymous said...

Sharikou, Im noticing a increasing source of spam on your board, you dont filter it out?
I mean other bloggers says nothing but repeat the same spam.

1:42 PM, September 16, 2006  
Anonymous Anonymous said...

"He means the sticker ! you are really a s***** fool. Maybe you should stop visiting this site."

The sticker does not cost $50:) The overall platform, including CPU+chipset costs more than that, but it wouldn't be any different costwise if they had similar components without the branding.

3:04 PM, September 16, 2006  
Anonymous enumae said...

Sharikou said...

"FAB36: 25000wspm, 100 % 65nm"

Seems this link does not agree.

You are assuming 100% from the start of the year, and the image on the bottom of the page clearly contradicts this.

"FAB30: 100% dual core AM2 production"

You are also not taking into account that FAB30 will drop production while ramping to 65nm, though it won't fall below 50%, it still hurts your predictions.

6:59 PM, September 16, 2006  
Anonymous Anonymous said...

Worth 0 in just one year, huh? Could you explain that? Are my DDR Socket 939 AMD motherboards therefore worth 0 now?

This is a simple transition to an integrated memory controller in the near future, your laughable attempt to make it look like some kind of obsolecence is fraudulent.

1:54 PM, September 17, 2006  
Anonymous Anonymous said...

The reason Intel won't sue is because they don't care.

A.) AMD is irrelevent. Dell is becoming increasingly irrelevent.

B.) They said "AMD _ON THE_ inside". It's not the same as 'Product' Inside".

1:56 PM, September 17, 2006  
Blogger N4CR said...

Down here in New Zealand we have ViiV in brochures, unsure about online. Can't recall seeing vPro etc though.

6:59 PM, September 17, 2006  
Anonymous Anonymous said...

AMD Inside just doesn't have the same ring. Intel's Celery vegginates AMD's Sempr0n. Intel has better branding, period.

7:00 PM, September 17, 2006  
Blogger N4CR said...

Just saw a full page advertisement for the AMDells in the main section of the largest newspaper in New Zealand. They are really pushing them. No intel desktops on the page but there are some core duo notebooks.

The AMDell rigs advertised are C521 and E521. The C521 is same price, faster and better equipped than the celerons on offer from dell. It has (analogue 17") LCD/80gb 512 533mhz sempron 3400+ for just under 800NZD (528USD).
It would destroy a celeron in benchmarks and probably alot of the P4's on offer...
Another bonus is that it has a pretty cool looking slim case! No power issues here to worry about. (looks over at the bloated and noisy nutburst range)..

This is the low end/high volume range that dell sells a great amount of over here. ALOT of people buy this range and they are sold everywhere. I smell a gradual AMD takeover in the NZ dell range if they push price/performance in their advertisements well.

NZ low end configs:
http://www1.ap.dell.com/content/products/category.aspx/basdt?c=nz&l=en&s=dhs

I can see in the trademark/disclaimer section of the advertisement they state 'ViiV vPro Itanium Xeon etc etc etc reg trade marks' so they must have bought it over here.

8:48 PM, September 17, 2006  
Anonymous george said...

Well amd is run by enginers, while INTeL is run by marketing slime. intels problem is that it has been behind in benchmarks for the last 3 years (excepting core 2 duo on desktops). they are hopelessly out on server. intel is in sad shape they shown an opteron board and it was not because of jellisy of amd tech, but because he does not know a mobo from TV.

9:01 AM, September 19, 2006  

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