Tuesday, October 24, 2006

XO makes Intel inventory worthless

AMD powered XO laptop is entering mass production.

Core Duo and Celerons will have to be junked. That's part of the reason you can't count Intel's inventory as current assets, their shelf life is shorter than that of a banana.

25 Comments:

Anonymous Anonymous said...

So Intel is giving PCs to compensate for the fact that the computer does not have an Intel processor inside (read:AMD inside).

Sharikou is right Intel is going to bankrupt sooner than we think.

Intel thinks they will look at their PCs and say: "much better than the XO", but they don’t have a clue what is better or faster. "We" (almost everyone) don’t have a clue, why should they have?

9:53 AM, October 24, 2006  
Anonymous Anonymous said...

Hello from Canada,
Just went to BestBuy in Toronto.
What I saw was that every AMD notebook/desktop with comparable specs was $200-300 cheaper than their Intel counterpart e.g. with the same screen size, memory, HD size and comparable cpu.
Yeah so the new Intel cpus might be a bit faster.
But if you were the average Joe Q looking for a machine would you care? And when I was leaving I saw a couple buying an AMD notebook for
their daughter. Probably on the Salepersons recommendation.
Thats the report from the street.

10:26 AM, October 24, 2006  
Blogger ashenman said...

Though I have the feeling that this will mainly be marketed outside the us and other developed countries, it's still a pretty penny in AMD's pocketbook. Considering the production scale as well, and how many countries would be interested in it, I'm sure business will be very good for all those involved. I don't think the WiFi thing is as big of an issue. Many underdeveloped countries actually have better free Wifi systems for their citizens than the US and EU, and I'm sure most countries who get on board this plan will do the same, as those Wifi systems are very cheap. If these are actually sold in the US and EU, then ya, Intel is going to be hurt, though not too much, as although it's not as capable as most laptops today, it's easily capable enough for many users, and is actually more useful in some ways, with its own power generator, and insane power savings systems. I bet it will also get lots of scientific use as making a system that can go anywhere out of one of these should be really easy. It could even get military use, since all they need is a connection to the network, something that wont run out of charge all the time, and something really light.

Still, it may or may not happen and may or may not actually change anything. We have yet to see, though I'll be very happy no matter what I see, as this is a really cool idea.

10:32 AM, October 24, 2006  
Anonymous Anonymous said...

By the way, Just saw the new DELL-AMD commercial for the dual core pcs $663.00 flat screen and all. Dell is introducing AMD to the world everybody, something even HP never had the balls to do with all their P4 commercials

10:35 AM, October 24, 2006  
Anonymous PENIX said...

Millions of XO laptops are now on order. With the XO deal, Intel has now lost 100% of the educational market in several nations to AMD. This is a colossal blow to Intel.

This will have far reaching effects on Intel's game plan. If you can now purchase a complete AMD laptop for $100, why would you even think of spending $1,000 on a single Intel CPU?

Intel arrogant ignorance is becoming a regular past time, but this is still a shock. Is Intel purposely setting itself up for suicide?

11:00 AM, October 24, 2006  
Anonymous Anonymous said...

OLPC/XO is a different market than Core Duo's market. Take a look at the OLPC/XO specs (http://www.laptop.org/faq.en_US.html):

"The proposed $100 machine will be a Linux-based, with a dual-mode display—both a full-color, transmissive DVD mode, and a second display option that is black and white reflective and sunlight-readable at 3× the resolution. The laptop will have a 500MHz processor and 128MB of DRAM, with 500MB of Flash memory; it will not have a hard disk, but it will have four USB ports."

No hard disk. Powering the device means pulling a cord - not plugging in a cord.

Try and give that device away in the current markets for the Celeron/Core Duo.

11:35 AM, October 24, 2006  
Anonymous enumae said...

The article said...

"...the XO does use a low-power chip..."

How does this low power chip have anything to do Core Solo, Core Duo, or Pentium M?

Are you implying that someone who would have spent $500-$1000 for a laptop will all of a suden go for this $150 laptop, and steel Intel sales?

This will be a whole new Market segment, and will not effect current segments.

You are loosing it, what happens when...

"If current plans hold, One Laptop Per Child will start building millions of XOs next summer and will ship at least 50 million a year by the end of 2008. That is more than all the laptops sold worldwide last year."

AMD as of late is at 23% Market share which equals about 53 Million processors a year. Now they are going to make that 53 Million (23% market share) plus 50 Million a year for this XO...

Where will they get this extra manufacturing capacity to accomadate the 103 Million processors for the end of 2008?

All while gaining market share to achieve 40% exiting 2008, it's not going to happen.

Whats your take Sharikou?

11:38 AM, October 24, 2006  
Anonymous Anonymous said...

Anonymous said...

" Hello from Canada,
Just went to BestBuy in Toronto.
What I saw was that every AMD notebook/desktop with comparable specs was $200-300 cheaper than their Intel counterpart e.g. with the same screen size, memory, HD size and comparable cpu.
Yeah so the new Intel cpus might be a bit faster.
But if you were the average Joe Q looking for a machine would you care? And when I was leaving I saw a couple buying an AMD notebook for
their daughter. Probably on the Salepersons recommendation.
Thats the report from the street."

This goes to prove that Canadians are cheap bastards :)

12:50 PM, October 24, 2006  
Anonymous Anonymous said...

in Toronto...
What I saw was that every AMD notebook/desktop with comparable specs was $200-300 cheaper


Heh. That's 200-300 Canadian $. Not quite the same as US$...

1:47 PM, October 24, 2006  
Anonymous bgt said...

I still cannot believe people buying these core2duo crap thingies.
They ar limited in anything else than benchmarks.
Poor Intel whiners.
Sharikou, you're cool.

2:40 PM, October 24, 2006  
Anonymous Anonymous said...

Well it looks like AMD has won the $100 laptop market. This will surely make Intel go BK faster than expected. LOL.

2:42 PM, October 24, 2006  
Blogger Greg said...

That production is probably not going to be their own, however, it will be easy to make tons of weaker processors like that if you use a small process and a normal size plant. The die size would be extremely small, which is part of why it saves power, so you could produce millions of these in a portion of a plant that might only produce tens or hundreds of thousands.

Like Ash says, not a processor for any of us. However, this goes to a ton of countries that have been dependent on special deals with Intel that weren't actually getting them what they wanted, which was a pc they could buy cheaply enough to give everybody. These will go into markets that have tons of potential and have barely been tapped or haven't been tapped at all, which is a better thing than growing in a market that already exists. Thus, a very bad thing for intel, since they will be pushed out of what small portion of these markets they had, and since these markets will also grow very quickly as the world plays catch up to the rest of the developed nations.

2:43 PM, October 24, 2006  
Anonymous netrama said...

" Anonymous said...
By the way, Just saw the new DELL-AMD commercial for
the dual core pcs $663.00 flat screen and all. Dell is
introducing AMD to the world everybody, something even
HP never had the balls to do with all their P4 commercials "


Not entirely...just take a look at any recent magazine on the stands ..even the crappiest gossip magazines, HP will have atleast 4 full page Intel logo ads - one for Xeon , one for the Mobile (is that called Core Duo or Centrino Duo now ??:-)) , one for vPro , and another for Itanium. The funniest ones to read these days are the vPro ads..which stops short of telling you that.. if you use a vPRO at work you might get a free BJs from your lady colleagues ..almost so to speak :-). Such kind of crap advertising defeats its entire purpose !! HP should do better and fire that assh*le who ordered such ads !!

3:29 PM, October 24, 2006  
Anonymous big nutso dan said...

I can just envision trailer trash buying an XO in Walmart and yanking on a generator cord all day while downloading porn. "Derlene, y'all c'mere an pull this here cord fer me fer a while, my arm has gone sore."

Not going to sell one of these pieces of junk in modernized countries. Mind you, it's still more powerful than my PC was 8 years ago.

It's a frikking awesome idea in itself though, good on AMD for suppling cheap CPU's. They could put X2's in there too, for all they're worth to be honest.

Boos and hisses go out to Intel for poo-pooing about crappy technology being in them (read: whining that you can't somehow make money off the deal). Do you think a street kid in Libya gives a shit about the technology? Mind you, if the kid only has one arm due to a landmine incident, he may be a little depressed about the technology.

Still, they can go right online and look at Best Buy's website and see how much money they saved by being handed a free XO instead of saving 15 years worth of child labor wages to buy a modern PC.

However, I've lived in 3rd world nations and know for a fact that a kid on the streets will rather worry himself about how he is going to eat instead of learning about the Ukraine on his PC in a brightly painted schoolroom. Nevermind they can't even play Battlefield 2 on their XO machine.

Mixed feelings here on my end. Noble -yep, waste o' money - yep. Maybe better spent on building a schoolhouse or a well.

4:05 PM, October 24, 2006  
Anonymous Anonymous said...

Hey sharikou, sounds like you got a fan who thinks your...get this...coooool. LOL.

"I still cannot believe people buying these core2duo crap thingies.
They ar limited in anything else than benchmarks.
Poor Intel whiners.
Sharikou, you're cool."

Hey kid you just called a geek cool. That makes you the un-coolest person on the planet.

4:54 PM, October 24, 2006  
Anonymous Graham said...

Uhhhhh.... No.

6:58 PM, October 24, 2006  
Blogger Greg said...

Geeks are cool, moron. If you're posting on this, you're a geek. So unless you're a self-efacing @$$, you can't rail on that kid.

8:33 PM, October 24, 2006  
Anonymous Anonymous said...

That's so much like AMD.....bring the 411 scam to all of the undeveloped world. Soon we'll all have Barristers, diamond mine widows, and ex-wives of deposed dictators flooding our inbox with offers of untold riches........all thanks to Hector and AMD. Lines will be around the block at the western union office.....

9:59 PM, October 24, 2006  
Anonymous SaintGreg said...

enumae said...

AMD as of late is at 23% Market share which equals about 53 Million processors a year. Now they are going to make that 53 Million (23% market share) plus 50 Million a year for this XO...

Where will they get this extra manufacturing capacity to accomadate the 103 Million processors for the end of 2008?


The geode in the XO consumes ~1 W of power. It has only 32KB of cache and a single issue core. That has to be a ridiculously small silicon footprint per chip, meaning that 1 (for example) Athlon X2 is many geodes. 50 million of them wouldn't be nearly that many Athlon X2's so it probably isn't really that much of a burden on the total manufacturing throughput.

10:21 PM, October 24, 2006  
Anonymous Anonymous said...

Btw, that Geode GX CPU in the OLPC machine is a 32bit one. So much for AMD64 everywhere ...

4:00 AM, October 25, 2006  
Blogger enumae said...

SaintGreg said...

"That has to be a ridiculously small silicon footprint per chip, meaning that 1 (for example) Athlon X2 is many geodes."

Thanks for explaining, but if we don't have a size we are just guessing.

Now that I know what to look for I will try and fins a size and calc some numbers.

Thanks.

6:56 AM, October 25, 2006  
Blogger S said...

Having been a user of Linux on desktop, I know what crap it is. It gets much bloated than Windows if you are going to use any sort of GUI on Linux.

9:04 AM, October 25, 2006  
Anonymous Anonymous said...

We have been hearing about this 100$ pc for quite some time now. It is a project that is intended for the third world so all kids in the country can have a PC. Therefore this PC wont take away any marketshare from Intel or AMD as it is a whole new market. A market where you really cant make a lot of money If you sell 50 million off these computers that will bring 5 billion in revenue. This has to be shared between all the manufactures of the parts hence there will only be a few bucks for each company. If it takes any market share from lower priced laptops AMD will be hurt as well as they have a lower ASP and therefore they would be stealing profit from themselves.

9:29 AM, October 25, 2006  
Anonymous Anonymous said...

Now this Dell/AMD cheap laptop WILL cause Intel problems: Ars Technica: Dell to intro sub $500 AMD laptop with 15" screen

10:41 PM, October 25, 2006  
Anonymous Anonymous said...

"Having been a user of Linux on desktop, I know what crap it is. It gets much bloated than Windows if you are going to use any sort of GUI on Linux."

Having been Windows user for seven years and Linux desktop user for almost three years I can say that the latter works way better for me. It is just a matter of preference.

I would guess you just got some awfully overblown distribution and didn't bother to actually choose what to install. With several thousand apps right there installable with a few clicks it is really easy to fill your machine with all sorts of stuff you will never use.

11:27 PM, October 25, 2006  

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