Wednesday, October 11, 2006

CNET copies journal of pervasive 64 bit computing

Read this at CNET. Sounds familiar?

You read it here almost a month ago.

XBit has more details on how DELL dumped VIIV in favor of AMD Live! I guess Core 2 Duo's FSB can't really handle the intensive bandwidth requirements for modern media applications.

BTW, INQ reports DELL's new AMD Inside PC. Patty wailed seeing it.

Like a jealous woman, Patty demands exclusivity. Between Intel and DELL, there is a love/hate affair. Intel now hates DELL more than anyone else, even though DELL still buys 25% of Intel's production.


Anonymous Anonymous said...

WOW I'm impressed

Soon everyone will be saying INTEL going BK in a few quarters or that the INTEL CPU is the cause for the fires..

Don't let it go to your little head pretender

7:32 PM, October 11, 2006  
Anonymous Anonymous said...


7:38 PM, October 11, 2006  
Anonymous Anonymous said...

like it or not, the truth will always shine through.
Intel is BK of idea's heads should roll.

9:49 PM, October 11, 2006  
Anonymous The Sheepshagger said...

Patty wailed for joy when he saw this:

AMD CPU shortage looms

For those of you not in the know... the above article was a follow-up by a wonderfully written piece on found here:

Is AMD trying too hard to fight against Intel, and is it fighting on the wrong fronts? It looks that way to us.

More importantly... at the bottom of the piece was a reply from Jan Gütter, AMD's Public Relations and Analyst Relations for Europe, Middle East and Africa (EMEA) which reads as follows:

"The competitive performance and advantages of AMD’s current product offerings combined with our widening relationships with system builders and regional and global OEMs have hampered our ability to fully meet the demand of some customers, including regional OEM partners. The situation is slowly but steadily improving, and we continue of course to work every avenue to meet the needs of our customers. Because we are in our quiet period prior to reporting our Q3 2006 Financial Results, this is as detailed a response as we can provide at this time."

To summize:

"Core 2 is faster and cheaper than what AMD has to offer. That's a simple fact. By letting its customers down, AMD has rubbed salt further into the wound. Companies that once sold systems primarily built around AMD processors now have product ranges increasingly dominated by Intel's wares.

The only effort AMD's made to compete with Core 2 so far is to lower its prices, but without any faster SKUs in sight and no breakthrough architectural changes taking place any time soon, all the company seems to have done is reduce its margins. There's little point in lowering prices on products that you cannot reliably supply, either. One might cite the launch of the Athlon 64 X2 5200+ as another form of response, but the company made such a woeful effort at publicising its launch that it hardly earns itself a mention.

The way we see the current situation, AMD's gone running after the corporate and enterprise markets and forgotten all about the consumer market. There was a cheer from many when Dell started selling AMD gear, but has this move hit AMD's manufacturing capacity? Even if it hasn't, AMD is now feeding stock to a company that can ship products at prices that undercut many of the smaller system builders.

It's hard enough to keep customers loyal when you're not pissing them off with unreliable shipments, helping giants to crush them, while going after other markets, right?

Right now, Intel's ploughing ahead, most definitely clawing back a market share it has gradually being losing. Meanwhile, AMD's helping them by giving distributors and system builders every reason to make the switch. There's either one hell of an ace up its sleeve (early arrival of quad-core, perhaps?), or some people inside AMD are pushing some very silly strategies."

6:45 AM, October 12, 2006  
Blogger 180 Sharikou said...

Sheepshagger - one more hypothesis. Intel's plan to drive dual core top to bottom as fast as possible through their new pricing is working. AMD does not have the capacity to hold 25% of the market with such a large dual core mix. Intel is using their capacity as a weapon. And if this situation gets bad for AMD, they will suffer for a long time as customers will not forget or forgive very quickly. We know that from how Intel lost out over their chipset shortage.

Wonder what happened to all those capacity calculations and 40% market share for AMD from the Doctor??!

Come on Doctor - give us a dose of your medicine.

9:44 AM, October 12, 2006  
Anonymous Anonymous said...

Sheepshagger & 180... you two are a joke. Why don't you get a life??? IF AMD is SELLING EVERYTHING they can make including what they have CHARTERED Semi. making for them, how is that a terrible thing? Sounds like customers are wanting more from AMD then they can make while Intel has Billions of $$$ in P4 inventories. Hmmmm, I bet Intel wishes they could get rid of all their P4s that easy... Seems to me you all seem to forget that Intel STILL has the P4 sheduled to be the MAJORITY of their product mix until sometime in 2007.

Another point is that even though AMD has LOWERED their prices across the board, they are moving their desktop processor production approx. 70% into the X2 catagory by Q4. These chips have a much higher ASP than the their current ASP level which is estimated below $100.

Therefore this should push their revenues up significantly. I am not sure the same can be said for Intel with them still have over 1/2 of the production coming from non-Core 2 Duo and the current pricing of their P4s. We will see when the Revenue Numbers come out for both companies here shortly at the end of Q3.

So assumptions of Intel "clawing" back market share seems hard to believe if AMD is selling everything they make and them producing 26M CPUs in 2H of 06 vs. 19M in the 1H of 06.

12:09 PM, October 12, 2006  
Anonymous Anonymous said...

I guess Dell can't afford to configure systems with Viiv components. All AMD Live! is is a CD.

12:19 PM, October 12, 2006  
Blogger Sharikou, Ph. D said...

All AMD Live! is is a CD.

All VIIV is a sticker, Intel charges $50 for it, but dell is no fool.

12:25 PM, October 12, 2006  
Anonymous dan said...

Even though I am an Intel-purchasing-bastard, I am the first to admit that Viiv is a bunch of marketing crap and really does nothing for anyone.

That said, so is AMD Live or whatever the fuck they have that equals Viiv.

Nothing makes me more mad than trying to charge a distributor/builder an extra $50 for the name 'Viiv' or 'AMD Live' on the boxes of their junk. Know why? Cause the buck is passed on to you and I, dear friends.

Intel should be ashamed of themselves - and AMD as well, but to a far lesser degree because they're not as heavy-handed about it.

Dell needs to be burned to the ground (oops, did I just trigger a terrorist alert somewhere?) because they're just sponsoring more of this nauseating dog vomit by supporting Live instead of Viiv. They should be leaders and put a stop to nonsense like this instead of supporting it.

Viiv is just an example of the kind of crap that makes me hesitate to buy an Intel product. But not for long though, because they've got the Conroe.

1:22 PM, October 12, 2006  
Anonymous enumae said...

Sharikou said...

"All VIIV is a sticker, Intel charges $50 for it, but dell is no fool."

You shoud have paid more attention to IDF... I know your not stupid, but that is a stupid comment.

2:35 PM, October 12, 2006  
Anonymous Anonymous said...

I have been using some elements of AMD Live! :) And unlike Intel, AMD doesn't force you to run it only on AMD hardware.

LogMeIn is pretty nifty. It's free and it lets me get access to my home PC wherever I am. I can get it to set my downloads, and select programs to download, even when I am away from home.

As for paying extra, I am pretty sure the Live sticker is free. All you need are a couple of things (which usually costs more)
min CPU 4200+
min amt of memory (1GB I think)

7:56 PM, October 12, 2006  
Anonymous Graham said...

From The Inq... sort of blows your theory about Dell dumping Viiv. This is from Dell execs not some fanboi website.

I'd like to clarify Dell's position on Viiv. We do sell Viiv-enabled systems, all of which feature the Core2Duo processor. Our Dimension E520 and XPS410 are the two most popular models we sell.

The reason Viiv is currently less prominent on our site is simply a function of our recent site redesign. One of the final details that the team is tending to is replacing the Viiv logos and educational content on the new site.

Those should be in place in the next few days, and in plenty of time to help holiday shoppers learn more about Viiv.

I'd be grateful if you could help us set this story straight.

Thanks in advance.

Ira Williams

10:02 PM, October 12, 2006  

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