Tuesday, October 31, 2006

People rather wait for AMD than go Intel

Why don't they just go Intel? There seem to be plenty of Core 2 Duos around on newegg.com.

It's interesting to note that people would rather wait for AMD.

BTW, the new DELL AMD Notebooks look good, much safe than the exploding Core Duo notebooks.

45 Comments:

Anonymous Anonymous said...

The childishness of your "logic" somehow still continues to amaze me, even after I've written you off as a blathering idiot.

Your theory is that system builders just pick whichever CPU is available, normally, but in this special case they're "waiting" for AMD?

After all, it's not like system builders can't just pop a good old Intel CPU into their huge pile of AMD motherboards.

Got that Super X99 Exacto brand AMD machine but can't get AMD chips? I guess the only reason they don't just buy an Intel chip and pop it on that AM2 motherboard is because the X2 is such a superior chip, huh?

God you're stupid.

4:55 PM, October 31, 2006  
Anonymous Randy said...

From the article you cited:
"It's a fiasco. There's no product in the channel. It's all going to Dell and Apple," said Glen Coffield, president of CheapGuys, a system builder in Orlando, Fla. "AMD is divorcing the channel."

CheapGuys appropriate name, this guy doesn't know spit. Either he's confusing AMD and Intel or he's contending both AMD and Intel are "divorcing the channel."

5:00 PM, October 31, 2006  
Blogger N4CR said...

Some people do research before laying down the bucks..

Last night we had a laptop information evening for parents (I work in IT at a pricey private high school) and they asked alot of questions based on apple vs the product we support (toshiba) and processing and various media manipulation suitability. People are nowadays more 'used' to technology/terms/products and a few people have cottoned on to the fact that AMD is generally cheaper than intel... interesting.

Joe sixpack has evolved in some cases...buyer power!

AMD just needs more advertising and we can get a nice 50/50 market share one year eh!

5:17 PM, October 31, 2006  
Anonymous Anonymous said...

"There's nothing out there. They're screwing the channel. All the stuff is going to HP and Dell, and the only inventory available to us is old legacy stuff, single-core and low-power stuff no one is buying. There's little doubt in my mind that it's because of Dell and HP,"

Oh yeah, that's real good for AMD.

5:20 PM, October 31, 2006  
Anonymous Anonymous said...

Yup, Intel will now go BK even sooner because people would rather buy inferior X2s. Hehehe, great logic there.

6:19 PM, October 31, 2006  
Anonymous Anonymous said...

HUH??? WTF is wrong with you sharikou? This story is in now way good news for AMD. You have no logic. I'm starting to see why more people are switching over to Scientia's blog. I think that you don't even care anymore what you write as long as it gets responses from intel fanboys. If you have the courage to post this then I urge the true Amd fans and the Intel fans to head over to Scientia's blog where the host is inteligent and is able to defend his points withour resorting to irrational garbage and ridiculous titles like "People rather wait for AMD than go Intel" What is that? Then you spew a couple of sentences about nothing. This is garbage that attract fanboys and provides no technical or financial information just a bunch of fanboys insulting each other. How about writing about technology and how pervasive 64bit is.

For real pervasive 64 bit computing go to: http://scientiasblog.blogspot.com/

6:23 PM, October 31, 2006  
Blogger Sharikou, Ph. D said...

This story is in now way good news for AMD.

The shortage is expected. It's created by the massive drop of X2 prices. You just need to wait a few weeks till AMD starts pumping out 65nm parts.

6:29 PM, October 31, 2006  
Blogger TedsPlace said...

Pleaseeeee, this is a continual process that is taking place & changing the face of computers. I say to all who believe that intel will still contine to have a large share of the cpu market..wait...just wait...for the next few quarters to show the results...I hate to hear grown men cry!!!!!!

6:31 PM, October 31, 2006  
Anonymous Anonymous said...

Of course people would rather wait for AMD-who wants to buy from a bunch of crooks?!!

6:42 PM, October 31, 2006  
Anonymous Edward said...

Of course the channel isn't happy about the deal between AMD and Dell. For years AMD is the only choice for them to sell systems with good margin to smart buyers. Now suddenly this margin is gone.

6:55 PM, October 31, 2006  
Anonymous Anonymous said...

"For real pervasive 64 bit computing go to: http://scientiasblog.blogspot.com/ "

Hmm...I am going to check that blog out. Sharikou's extreme view provoke Intel fanbois mad. I am going to have to time out.

-Longan-

7:41 PM, October 31, 2006  
Anonymous Anonymous said...

Sharikou is right about people will wait. You don’t understand his logic because you have boxed yourself in an Intel mentality.
10 good reasons why people will wait:
1) AMD can be trusted
2) AMD products are renovating and reliable.
3) AMD's CnQ that save tons of energy. Something you and Intel will never figure.
4) AMD's total package has excellent price/performance ratio.
5) AMD system better gaming machine because of IMC, HTT, true 16bit links, true 64bit OS, and better choices of chipset regarding vid card in SLI
6) Intel can not compete w/ AMD in server market
7) Conroe is "HOT" especially during Idle time (50%-75% of computer life)
8) People associate Intel's product w/ furnace and you can change this mentality, not even in 10 years.
9) Intel pulls the rug from under the channels and they don’t want this to happen to them and BK just as is evident w/ Intel.
10) Most Importantly, AMD's chip is future proof and less cost than Intel if upgrade (to K8L).

8:12 PM, October 31, 2006  
Anonymous Anonymous said...

Sharikou you are a true PhD pretender. You are a sorry example of how to not take a piece of data and make a conclusion.

Recall a few short weeks ago you were ranting about how INTEL was having serious issues as there were NO Core2 to be had. A few short weeks later the tune is different. Core2s everywhere but now its because everyone wants AMD and thus they are sold out..

The truth is that weeks ago Core2s were indeed hot and sold out as INTEL continued to ramp all their factories. Now they got 4 factories running 65nm and pumping Core2s. AMD.. they got NOT a single 65nm out yet... NONE... that is why the AMD self is bare.

Core2s are hot.. they are avaible. AMDs are in short supply as AMD has no capacity. They are selling because AMD had to drop the price what 50%+ Basically giving them away with a few dollars profit when only a few short weeks ago they were making 500 dollars a CPU.

Why are you not ranting about the billions of Pentium IV that are uselss? You know why.. its because them PentiumDs are flying out of the stores in the 299 PCs.

INTEL is a rocking and rolling. AMD can't even demo their native 4x4 as they have big issues with the A0 stepping.. totally dead and not even able to show to OEMs on non-disclosures...

AMD is cooked...

9:17 PM, October 31, 2006  
Anonymous Anonymous said...

The PHD pretender says

"The shortage is expected. It's created by the massive drop of X2 prices. You just need to wait a few weeks till AMD starts pumping out 65nm parts"

Actually the reason there is a shortage is because AMD doesn't have enough capacity.

9:18 PM, October 31, 2006  
Anonymous Graham said...

Glen Coffield sounds like an idiot. He doesn't seem to know the difference between Dell and Apple.
See his quote below. Sharikou of course is an idiot for posting links to such drivel.

System builders are irked about a severe shortage of Advanced Micro Devices Athlon 64 X2 processors and blame the chip maker's partnership with Dell.

"It's a fiasco. There's no product in the channel. It's all going to Dell and Apple," said Glen Coffield, president of CheapGuys, a system builder in Orlando, Fla. "AMD is divorcing the channel."

9:54 PM, October 31, 2006  
Anonymous Anonymous said...

"For real pervasive 64 bit computing go to: http://scientiasblog.blogspot.com/"

Hmm...I am going to check that out. In this blog, Sharikou's extreme opinions have been provoking the Intel fanbois to an up-roar.

I am going to time out and go else where for refuge.

-Longan-

12:28 AM, November 01, 2006  
Anonymous Anonymous said...

Hey Sahrikou,

Your Google AdSense is showing all intel ads. You can block those by some tweaks in the AdSense settings. I wonder why didn't you do it yet.

2:24 AM, November 01, 2006  
Anonymous Anonymous said...

Why wait?

They can go here (seen today on a deal site):
PageComputers has the AMD Opteron 148 Processor for $27 + $9 shipping. They also have the Opteron 175 for $19 and the 146 for $37. BTW, these are boxed retail, which means 3 year warranty to account for, along with HS+fan costs for AMD.
Plenty of other sites have these within $10 of these prices, so its not just an oddball mistake. PCConnection is selling the 148 for $37, TigerDirect for $30.
Remind how this would be good for AMD when you have claimed that it only costs them $40 to make a chip? Isn't this dumping inventory? The stuff writedowns are made of? Or is it an indicator that maybe distis bought the stuff and now have to give it away?

5:48 AM, November 01, 2006  
Anonymous Anonymous said...

Yeah, I'm sure people are 'waiting' for AMD to dump their second rate X2 processors on the market.

The DEMAND is for low priced machines, and AMD can certainly fit the bill. But they're not stepping up.

Intel's plan? Encourage demand for low cost machines, making AMD divert more of it's resources to manufacturing budget chips, then Intel will drop the bomb by making budget Conroes when Kentsfield drops the bomb. This could effectively kill AMD.

Think about it.

And Sharikou, you're about as bright as a bag of coal if you think that in ANY way this is GOOD for AMD. It's less of a matter of high demand and more a matter of:

1) AMD -giving- away it's CPUs to Dell for little profit, where it could have flooded the channel and made a lot more profit off each processor.

2) AMD pissing off it's previous partners by forsaking them for Dell.

3) Looking bad to the consumer, who let's pretend SPECIFICALLY want an
AMD cpu, but there is none. So they go Intel.

Dell is ruining AMD. Expect Dell to only go low-end consumer PC, selling a higher percentage of AMD. Intel will sexify the channel with it's products, making a larger profit, and therefore probably establishing that AMD is to be a budget brand CPU.

6:51 AM, November 01, 2006  
Anonymous Anonymous said...

For real pervasive 64 bit computing go to: http://scientiasblog.blogspot.com/

Yeah, thats real better? :rolleyes.

Still the same fanboy blog type. No change. Sctupidas is 100% AMD fanboy right thrugh. He just tries to hide it more. Still pathetic.

Of course people buy AMD processors still. Heck, even Intel sold many old netburst proc, when X2's walked over them. Nothing will happen over night

7:40 AM, November 01, 2006  
Anonymous Anonymous said...

I built amd x2 back in 2005.
Now building C2D.

8:07 AM, November 01, 2006  
Blogger Scientia from AMDZone said...

AMD had problems in the third quarter because the demand for desktop chips dropped while the demand for mobile chips bounced up. This caught AMD by surprise and they had to scramble to change production to mobile. This probably dropped their volume a little.

It is looking like Merom is not able to be as energy efficient as Yonah and this makes Turion more competitive and probably explains why Turion demand is up. It has been suggested that Intel will keep making Yonah until the end of 2007 so it looks like Intel is aware of the problem with Merom.

I'm not sure if the drop in desktop demand is due to the better performing C2D or if it's because Intel has been dumping P4 chips at a lower price. I guess we'll find out if Intel's desktop share stays the same or grows in Q4 and Q1. If the increase is due to C2D then I would expect Intel to take more desktop share as Conroe production increases. However, if the change was due to P4 dumping then Intel's desktop share should stop increasing or drop.

I'm not so sure that AMD's capacity problems will ease in the fourth quarter. AMD has been stockpiling some but there is some suggestion that they are lower than they want. I'm thinking their capacity will be better by Q1 07. However, that comment about wanting to stockpile more inventory for Q1 makes me wonder. At any rate, AMD's capacity will increase rapidly in 2007 as they get benefits from both 65nm and 300mm expansion. Apparently, Chartered won't start delivering 65nm until 2007.

10:41 AM, November 01, 2006  
Anonymous PENIX said...

Sharikou said...

It's interesting to note that people would rather wait for AMD.

I don't think it is interesting at all. I find it quite dull. AMD makes faster, more reliable and less expensive chips than Intel, so it's no wonder that there is higher demand for them.

4:38 PM, November 01, 2006  
Blogger core2dude said...

You Inteltards, AMD is not giving chips to Dell for free. I just configured Turion X2 laptop. It costs $100 more than equivalently configured Core 2 Duo laptop.

5:17 PM, November 01, 2006  
Anonymous Anonymous said...

Good to see ads on the mainpage - now we know the true purpose of your "analysis"!

6:45 PM, November 01, 2006  
Anonymous Anonymous said...

Core 2 E6400 frags FX-62 with ease. New Quad Core Core 2 Extreme Q6700 is upto 80% faster than the X6800. Result = more than 2x faster than AMD FX-62. AMD is doomed. BK by Q2 '08 for sure.

In servers AMD is also fragged. 2P server from Intel with 8 cores! This can easily crush any of AMD's pathetic 2P offerings. Since 2P server make up the vast majority of server revenue, it's safe to say that AMD is fragged.

9:12 PM, November 01, 2006  
Anonymous Anonymous said...

Why the heck in the world are you so pissed off with Intel? Everyone knows that laptop explosions are due to batteries. How come you say that they are due to Intel Core 2 Duo? Are you out of your mind? Think once before you say some thing....

9:32 PM, November 01, 2006  
Blogger core2dude said...


Think once before you say some thing....

Now isn't that asking too much of Sharikou...

1:32 AM, November 02, 2006  
Anonymous Anonymous said...

How come you say that they are due to Intel Core 2 Duo?

Uber power draw overloaded dodgy? Sony batteries.

1:47 AM, November 02, 2006  
Anonymous Anonymous said...

If been following your blog for quite some time, if I remembered since earl january. I'm a fan of your blog. C'mon Sharikou, you can do better than this. This is just plain stupid.

1:51 AM, November 02, 2006  
Anonymous Anonymous said...

core2dude...

good to see you around ;)

4:33 AM, November 02, 2006  
Anonymous Anonymous said...

Intel had to rush out quadcore - in a hot expensive crowded FSB slow FBD package - to counter the 4-way space where it has nothing to counter AMD.

5:16 AM, November 02, 2006  
Anonymous Anonymous said...

From Scientia, so you Intel fanbois can take a look in the mirror :-)

If ATI can't sell chipsets for Intel processors then this will hurt AMD because of the loss of Revenue to ATI : If ATI sells chipsets for Intel processors then this will hurt AMD because ATI will be helping Intel.

If AMD can't gain share in the Chinese market this will hurt AMD because this is the fastest growing market : If AMD gains share in the Chinese market this will hurt AMD because this is a low margin market.

If AMD doesn't produce quad core processors soon this will hurt AMD because Kentsfield will be out in November : If AMD starts making quad core processors this will hurt AMD because it will use up too much of AMD's capacity.

If AMD cannot increase its Average Selling Price this will hurt AMD's margins : If AMD increases its Average Selling Price this will hurt AMD's volumes.

5:24 AM, November 02, 2006  
Anonymous Anonymous said...

Intel has lots of chips for everyone...

http://www.bloomberg.com/apps/news?pid=20601103&sid=alGJJnX8OrSU&refer=news

7:23 AM, November 02, 2006  
Anonymous PENIX said...

Ignorant fool said...

Why the heck in the world are you so pissed off with Intel? Everyone knows that laptop explosions are due to batteries. How come you say that they are due to Intel Core 2 Duo? Are you out of your mind? Think once before you say some thing....

There are factors directly related to the CPU which can contribute to a battery explosion. Most notably the excessive heat and voltage draw, both of which Intel processors are notorious for. Try doing a little research before you say something...

8:20 AM, November 02, 2006  
Anonymous PENIX said...

anonymous said...
Hey Sahrikou,

Your Google AdSense is showing all intel ads. You can block those by some tweaks in the AdSense settings. I wonder why didn't you do it yet.


Sharikou is not going to block Intel ads because this site is the only unbiased and reliable source of industry news.

8:28 AM, November 02, 2006  
Blogger Sharikou, Ph. D said...

Sharikou is not going to block Intel ads because this site is the only unbiased and reliable source of industry news.


Yes. Just like Intelers can say whatever they want (as long as it shows some IQ), Intel ads are allowed...

9:02 AM, November 02, 2006  
Blogger enumae said...

PENIX said...

"Sharikou is not going to block Intel ads because this site is the only unbiased and reliable source of industry news."

LMFAO!!!

When did this place turn into a comedy club?

9:48 AM, November 02, 2006  
Anonymous Anonymous said...

I really feel sorry for Intel.
Nose bleeding Intel thought the Core 2 will put AMD out of business offering a new core that is supposedly 10-15% better performer than AMD, not realizing people don’t pay twice as much for the total package for just 15% increase in performance. By selling the Netbusrt at 75% below what was once no one bought into the crap architecture and made Intel loyalists very mad. They realized that they’ve been had by Intel all along buying expensive craps for 4 years. The AMD's Athlon 64 and AM2 platform gain more popularity when everyone saw the truth behind the conniving Intel Curtin. Netbusrt was a rip off, and core 2's motherboards are crap and expensive. Naturally so many Intel users turned into AMD, specially seeing so much value in A64 and AM2. The clincher was when AMD announced that AM2 is K8L ready.
Now Intel is begging AMD to raise their prices so it can sell a few core 2’s.
I really feel bad for these bleeding poor losers. Intel Now is seeing the future is grim and the piles of Netbusrt and core 2’s tumbling down on its bloody face. I don’t think AMD should feel as bad for these poor losers as I do, and go for the Kill. You know, slow death is very painful. AMD should gracefully cut Intel's jugular and give it a clean kill. Less painful for grace of God AMD, Do it for this old champ just cut the jugular.

2:26 PM, November 02, 2006  
Anonymous Anonymous said...

Why the heck in the world are you so pissed off with Intel?

Because INTEL doesn't listen to its customers.
Because INTEL forces things down your throat.
Because INTEL made billions a quarter doing the above.

But the bottom line is without INTEL you'd have nothing. So don't forget the company you love to hate is the one that gave you everythign you have. Nothing should make you happier as INTEL fixes its problems and crushes AMD!

5:53 PM, November 02, 2006  
Anonymous Anonymous said...

When did this place turn into a comedy club?

When the PhD pretender starting typing. Is has been a laugh a minute.
There are fanboys then their are retards, then there is Sharikou PhD..

Sharikou PhD Oxymoron if I ever saw one!

5:53 PM, November 02, 2006  
Anonymous Anonymous said...

Still haven't answered the question- how is AMD making money when I can find dual core Opterons for sale online for <$40?

What does this mean for AMD?

And what does the inventory build because of building "the wrong products" imply about the true flexibility of APC?

Not saying all is bad- it's not. But answer the questions please. Because the world isn't black and white, and if you want to be successful, you need to comprehend your own weaknesses better than your competitor does.

9:41 AM, November 03, 2006  
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