Analysis on IT trends and competitive strategies, with emphasis on micro processors, computer systems and networks. Based on latest news, backed up with real data, this site intends to provide a true and realtime picture of the fast changing IT landscape. This journal strives to be accurate on facts and sharp on criticisms. You may email your opinion to sharikou@yahoo.com or post comments here, be cool and intelligent.
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It's just a matter of time before Intel gets nailed by the law. All Intel's profits are presumed illegal.
posted by Sharikou, Ph. D. @ 1/17/2007 09:05:00 PM
23 Comments:
Got all my new Dells for our school..
I'm real happy these low end 3200amd64's cane all our Intel clone pc's SO Dells doing something right??
Sharikou
"As I estimated previously, Intel owe AMD at least $15 billion in damages."
Actually if you assume Intel is guilty as of 2000, and factor in the 10% of global annual business, the number is more like 22.53 Billion.
About how long would Intel have to pay AMD, if found guilty?
"As I estimated previously, Intel owe AMD at least $15 billion in damages."
Why do you bother which such irrelevant issues - Intel will be BK before the AMD case even goes to trial!
Dell switch to AMD, Dell now a distant second...hmmm... here's hoping Dell goes all AMD!
Now the big question is... can AMD use any research, finding, document, proof, etc in the current anti-trust battle?
Sharikou, I agree with you that Intel owes AMD over $15 billion, but because that retarded judge ruled against AMD initially (and eventually overruled in the appeal), AMD can now use foreign proof, but will now be limited to how much they can get from the settlement.
In order for AMD to get more money, they will have to sue all over again in the European and Asian courts. If AMD do so, they will probably be settled out of court rapidly (if they won the in American courts).
DELL is now a distant second in PC shipments.
So what you are trying to say is that AMD jumped on board a sinking ship? That they are capturing an increasing share of a decreasing market? And this is good how?
As I estimated previously, Intel owe AMD at least $15 billion in damages
Just like you estimated a massive operating loss in Q4?
:-)
Yes, the EU is great at "nailing" companies like Microsoft. This is really great news!
Dell is now a distant second. Amazing how everything AMD touches becomes a loser. Before all OEMs using AMD are second only to Dell and ATI making tons of money. Now we have ATI and Dell lagging behind.
Now you're talking. This post is in line with your diatribe as opposed to the recent past when you were dissing on Sun.
Me thinks only the first battle of a protracted price war has been fought.
Who can believe Intel accounts? They are using ENRON accounting practices to cover-up their true losses.Watch Intel slide down hill as they have less money for their share support operation to prop-up the Intel share price!
Amazing how everything AMD touches becomes a loser.
HP had AMD for years, so it become no 1. Without AMD, DELL would be no 3 today. AMD saved DELL from falling off the cliff. Those exploding core duos are very damaging.
This post is in line with your diatribe as opposed to the recent past when you were dissing on Sun.
I wasn't dissing on SUN. I was trying to help SUN folks to see the light.
Sharikou, Ph. D said...
Amazing how everything AMD touches becomes a loser.
HP had AMD for years, so it become no 1. Without AMD, DELL would be no 3 today. AMD saved DELL from falling off the cliff. Those exploding core duos are very damaging.
Roborat, Ph. D. got Powned by Sharikou, Ph. D
-Longan-
Hopefully such a lawsuit will destroy Intel and leave AMD in total control of the market. It's a proven fact that the average consumer cannot correctly make decisions about what to buy, as evidenced by the fact that people continue to buy Intel. They need an all-controlling company to tell them what they want to buy, and that company is AMD.
Ahem.
HP was the first to use AMD in its lineup and has increased offerings ever since.
Dell's problems started in their "Intel Only" era.
Rackable CEO was on stage w/ Otellini at the IDF to hype Intel, going to shift more products to Intel.
Intel forced motherboard makers to ditch ATI for their Intel products, limiting customers' choices. Complaint added to the lawsuit.
Yes, the EU is great at "nailing" companies like Microsoft. This is really great news!
Dell is now a distant second. Amazing how everything AMD touches becomes a loser. Before all OEMs using AMD are second only to Dell and ATI making tons of money. Now we have ATI and Dell lagging behind.
The EU got $650M ($.65B) and was about to apply a $2.5M per day fine also.
They made MS create a new version of Windows called E (I think) with no Media Player and some other omissions.
If they do decide to fine Intel it will be pretty hefty. Intel makes as much as MS.
I figure that by 2008 AMD will get about $2-3B, maybe more. It has been shown in Korea that Intel is doing illegal things to keep share.
If you drop $3B in two quarters, that is AMDs profits had they increased share so you haven't done anything. Intel just needs to get used to less money before nVidia decides they can make "Via-type" chips. And they will be successful since FP will be killer and they could even use QFX sockets (AMD opened them up).
That would mean they could get close to Agena FX (it would take until 2008 but....)
Anyway, the bleeding will continue.
So right Sharikou SUN need a good kick up the butt..
They make Solaris 10 work for the corporate boys after lots of cash change hands.. but thy could do sooo much more for joe public, schools and small business.. no they try to push the big iron OS called solaris no-dought its a killer OS when you pay over the cash.. but all we want is somme nice SUN hardware with AMD opterons
running LTSP for 100 or so clients clients that SUN could supply running linux not that other crap..oh did I forget to say they need to cut the specs and push the volume.. get with the program Sunny. AMD should buy SUN.!
SUN need a good kick up the butt
That's true. SUN needs to behave more mature.
In a few years, once the dust has settled and Intel picks itself up off the ground (bruised, dazed and confused)... NVIDIA will buy Intel (shortly after it chugs VIA).
In other news...
What this world needs is an OS duopoly! Xerox was too dumb, IBM failed, Appled is scared and Sun is too isolated.
If all the above companies put their money, resources, support and marketing together, they could tackle Microsoft straight on.
I know this could never happen because Apple has an ego, IBM wants to compete and Sun is too innovative... and that all makes me really sad :(
Sun is too isolated.
... Sun is too innovative
What SUN lacks is quality and professionalism. It's fine 20 years ago, but the IT industry has matured.
What this world needs is an OS duopoly!
Ubuntu someday? (it's not really hardware tied; apt is a good thing, Shuttleworth was in space etc. ...)
Dell is NOW a distant second to HP
Let me repeat Dell is NOW a distant second to HP.
How did they hasten their fall?
They starting using AMD chips...
LOL
Sun has announced it will start shipping Intel servers. Clearly they know that Intel's server processors frag Opteron. Intel Quad core processor is 2.5x* faster than AMD's best 2P server processor. It takes a much more expensive 4P server even come close to matching Intel advanced quad core 2P solution. At 2.5x* faster it would take AMD 8P to actually beat an Intel 2P server.
AMD will report massive losses next week. AMD cannot launch anything on time. They paper launched 4x4, 5400 and 5600+ and 65nm.
(Source: http://www.intel.com/performance/server/xeon/intthru.htm?iid=biztab+quadserver )
http://www.bloomberg.com/apps/news?pid=20601204&sid=aaB.hNzH.W6s&refer=technology
"Jan. 19 (Bloomberg) -- Sun Microsystems Inc., the world's third-largest maker of server computers, is preparing to build machines using Intel Corp. microprocessors, Bank of America Securities analyst Sumit Dhanda said.
Sun will break its exclusive use of Advanced Micro Devices Inc. semiconductors for its line of servers that use personal- computer chips, Dhanda wrote in a report today."
Hey doctor, what do you think about Sun's recent move to use Intel CPUs?
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