Monday, January 08, 2007

Gates and Ruiz team up for Vista

The game of domination. Intel will be severely puunished by Bill Gates for it affair with Jobs -- recenly SEC has found Jobs falsifying option grant docs.

Bill Gates is smart, he knows that AMD will rule. The Microsoft Home Media Server is only available for AMD Live!

More PC makers flocking to AMD. This time, it is TCL, a former Intel only OEM.

AMD is "better by design", OEMs say. As we expected, all AMD machines will be Vista premium capable. Intel? 80% won't be able to play 3D kids game, and 85% won't be able to those fancy Vista graphics.

HP counters Apple iMac with Turion 64 X2 powered touch smart. VooDoo produces a notebook with 20inch LCD.

Intel BK by 2Q08.

PS: fun game to watch.

21 Comments:

Anonymous Anonymous said...

Boring.....doc, how about some Q4 earnings predictions for amd and intel. Will intel go BK tomorrow? Will amd cure cancer and save all the children in Rwanda? Inquiring minds want to know!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

You know I wonder why people waste their time with trivial things like computer manufacturers while other more important topic exist. I being one of them....oh well I'm sure someone else is handling the more important topics...I hope.

7:46 PM, January 08, 2007  
Anonymous Anonymous said...

How big is TCL? How many chips does it buy per year? How many of them will be AMD?

Hard to extract anything meaningful out of your statements when you provide no data.

But I do have one other OEM for you - Jim Joe Bob's electronics in Texas, formerly an Intel only OEM has indicated they will also be carrying AMD PC's going forward.

Yearly sales - 15 computers...

8:07 PM, January 08, 2007  
Anonymous Anonymous said...

Gates and Ruiz hmmm...I wonder who which one is the pitcher and which one is the catcher. I have a feeling that Ruiz probably catches for both Gates and Dell.

8:17 PM, January 08, 2007  
Anonymous Anonymous said...

Whoops, sorry for the re-post on the correct topic.

At the CES show it seems three things stand out this year; Graphics, Graphics and Graphics. Price per premium HD pixel makes AMD extremely compelling. The vendors are reaching for your wallet thru your eye-balls.

If AMD can’t parley the ATI deal into profits after a perfect timed gift horse like the CES show and Vista release, then Hector needs to open up a can of whoop-ass on his own staff.

Forget about the Intel crowd, they have there own problems and niche.

8:21 PM, January 08, 2007  
Anonymous Anonymous said...

The Microsoft Home Media Server is only available for AMD Live!

Wow, you are truly a shameless liar. This isn't true by any stretch of the imagination. You do know that only drooling idiots like Penix are stupid enough not to know that you're lying without even doing a web search.

Seriously, are you that stupid that you think a Windows OS will only work on an AMD branded group of technologies?

You are truly a joke.

8:26 PM, January 08, 2007  
Anonymous enumae said...

I just want to make it clear that this comment is not dirrected at AMD, only Sharikou...

"The game of domination."

This should be the game of distraction.

Distract peoples attention from AMD and Intels earnings report for Q4 2006.

Also, Windows Media Server is AMD only huh, well unless your hoping people can't read I can not see where it says AMD only.

It actually says "The first Windows Home Server-powered system will come out in the second half of this year in the form of HP's MediaSmart Server. As we mentioned earlier, the MediaSmart server will feature an AMD processor and AMD Live! Home Media Server certification."

9:12 PM, January 08, 2007  
Anonymous edward said...

"Seriously, are you that stupid that you think a Windows OS will only work on an AMD branded group of technologies?"

I think it's very possible for a Windows flavor to take advantage AMD Live! features but not Intel ViiV ones. Unless you claim those are basically the same (which they are not)?

11:14 PM, January 08, 2007  
Anonymous Anonymous said...

AMD is in a lot of trouble. To match high end Intel desktop processors AMD needs two CPUs of it's own that are clocked higher for the 4x4 or $x$. Even then it loses.

In the graphics market it's even worse for AMD. Two of the fastest Radeon X1950 XTX GPUs in crossfire are still slower than one Geforce 8800 GTX.

AMD is in serious trouble. Theyn will be BK after I've finished my cup of tea!

11:40 PM, January 08, 2007  
Anonymous NorthStar said...

OEMs said nothing. The Better by Design program is born from AMD's marketing.
If you really want to promote the AMD image please don't bother we with biased and false statements, the truth arise ever. Seem to me your arguments are falsely in AMD favour. Each one or two slighty good points for AMD you say some bad statement totally destroying those fews, feebles good statements. Poor AMD! I suggest you to change your nickname to "SharIntel". More appropriate. And leave AMD alone, a bad friend as you is worse than no friends.

12:48 AM, January 09, 2007  
Blogger Roborat, Ph. D. said...

AMD is "better by design", OEMs say.
Meaning their heat spreader and the laser marking on the CPU looks more astetic than Intels. Colors are balanced.
You have to give AMD some credit for at least trying to improve their products.

HP counters Apple iMac with Turion 64 X2
A Turion? LOL! That half-aborted and disabled bastard of a processor? ROFL!

Still Intel have the advantage with only Centrino laptops having WiFi and vPro PCs working with Office2007.

12:49 AM, January 09, 2007  
Anonymous Anonymous said...

Finally AMD has a clever marketing plan in “better by design”. I have always felt Intel was a marketing company that also makes chips.

5:43 AM, January 09, 2007  
Anonymous The Sheepshagger said...

I was going to dogpile on Enumae's post to point out to you that MediaSmart Server is a HP brand and not a Microsoft brand as you alluded to. Yes... HP will feature and an AMD chip and AMD live, but the article clearly isn't a Microsoft press release saying Windows Home Server is optimized for AMD only.

As far as TCL... the article doesn't mention the number of AMD SKU's they will be offering. It is my understanding that Dell only offers two SKU's and not a full line. But what I would like to re-read to you since you missed it is the follow:

"Chinese electronics appliance manufacturer TCL Group's (000100.SZ) PC subsidiary will soon begin purchasing desktop CPUs from AMD, PConline.com.cn reports quoting an unnamed insider. TCL has previously used Intel chips exclusively. The insider said TCL will not purchase AMD's laptop CPUs."

Now then... as far as this quote of yours goes:

"AMD is "better by design", OEMs say. As we expected, all AMD machines will be Vista premium capable.

A couple things not fully supported by your statement:

1.) The ACER person quoted only cited their Ferrari 1000 and 5000 notebooks, not all systems they manufacture.

2.) The quote used by the Dell person makes no reference to AMD or Better By Design. In fact there statement is quite a fence-sitting one.

3.) HP did support your claim with their comments. (See how people can concede good and bad points? You should get familiar with this manner of providing a fair and biased concession.)

All that being said... The Better By Design program is a great marketing campaign. Unfortunately, this new market campaign isn’t tied into new products. Seriously… did you see any new product announcements tied into that article? No. “Better By Design” is a catch phrase. It is a promise to work with OEM’s. Does it say “Better than Intel by design?” No. Does it say, “Better than we used to be by design?” No. Key words and tricky phrases, Sharikou. Better than what remains unseen and unproven. Better by design is akin to Intel’s “Leap Ahead” slogan. The difference between the do is Intel followed through on that slogan.

3:09 PM, January 09, 2007  
Blogger TheKhalif said...

But I do have one other OEM for you - Jim Joe Bob's electronics in Texas, formerly an Intel only OEM has indicated they will also be carrying AMD PC's going forward.

Yearly sales - 15 computers...


That's not really funny. Everyone should know that AMD will continue to prosper. Especially now that the have mobile chipsets and graphics in house.

I was expecting a few reference systems this month from AMD. These are the first. This is something that Intel can't seem to do as well because they won't open the platforms.

Centrino was only successful because OEMs pretty much had to buy them as AMD had no "real" mobile chip.

I believe TL52 will be the new Sempron as more people will want dual core mobile.

It has already been noted that mobile will overtake desktops this year in units(Anand).

Because the mobile chips are smaller with less cache a higher mix will give AMD more inventory and therefore they can increase volume and not be as affected by lower prices.

If they are smart they will make a 60/40 mix of laptop-desktop and move more mobile to 65nm.

I would think that by next month Chartered will switch over to 65nm since AMD is claiming a crossover by Q3 in 65 vs. 90nm.

5:10 PM, January 09, 2007  
Blogger TheKhalif said...

AMD is in a lot of trouble. To match high end Intel desktop processors AMD needs two CPUs of it's own that are clocked higher for the 4x4 or $x$. Even then it loses.

In the graphics market it's even worse for AMD. Two of the fastest Radeon X1950 XTX GPUs in crossfire are still slower than one Geforce 8800 GTX.

AMD is in serious trouble. Theyn will be BK after I've finished my cup of tea!



AMD is is no trouble at all. They are getting more business all the time with reference platforms starting to trickle out.

Please, no more doom and gloom. Both companies will take a small hit from the price war, but Intel's general state is much worse because their costs are fixed until they can get a high % of 4nm chips out. And if they keep these fire sale prices going that won't even help.

At least AMD has the advantage of being at 95% 90nm so that as 65nm improves (maybe shrinks more) and accounts for more inventory, AMD will start to make more money even at the current price levels.

If Intel is listening, the price war is hurting you even more in the long term.

5:17 PM, January 09, 2007  
Anonymous enumae said...

Khalif said...

"It has already been noted that mobile will overtake desktops this year in units(Anand)."

Here is an article at EE Times, that is saying Global PC shipments will increase to about 263 million units.

And here is an article saying that Mobile will grow to about 87 million units.

Just looking at the numbers, it would make Mobile about 33%.

Are you saying that Server processors are more than 33% of the total processors made?

If not then (from these numbers), Mobile can not overtake desktops in 2007.

7:00 PM, January 09, 2007  
Blogger TheKhalif said...

Here is an article at EE Times, that is saying Global PC shipments will increase to about 263 million units.

And here is an article saying that Mobile will grow to about 87 million units.

Just looking at the numbers, it would make Mobile about 33%.

Are you saying that Server processors are more than 33% of the total processors made?

If not then (from these numbers), Mobile can not overtake desktops in 2007.



I'm looking for the story right now. I believe it was Mercury Research who said it.

8:39 AM, January 10, 2007  
Anonymous Anonymous said...

"65nm improves (maybe shrinks more)"

65nm is 65nm...unless AMD is cheating by releasing stuff with 70 or 80nm it's not going to shrink more.

Folks will say the first shrink is a dumb shrink that is unoptimized but just look at the IEEE cell sizes for IBM/AMD's SRAM cell; off the top of my head this was I think about 40% and this is a structure INDEPENDENT of architecture so don't expect things to magically shrink further.

"At least AMD has the advantage of being at 95% 90nm so that as 65nm improves (maybe shrinks more) and accounts for more inventory, AMD will start to make more money even at the current price levels."

A 65nm wafer cost more than a 90nm wafer to produce, is using equipment that is not fully depreciated like the 200mm fab has been (where much of AMD's production has been) and aggregate die size will not decrease that much as AMD continues to move to a greater dual core mix and starts introducing those huge K8l quads.

So while yes 65nm will get more dpw (assuming yield is mature); the financial benefit will not be as great as folks think...

1:47 PM, January 10, 2007  
Blogger Jeach! said...

Alright, we've got to get a few things straight!

1. The SEC has NOT found Jobs of doing anything wrong as of yet! Nor do I believe Jobs will ever be blamed in any wrong doing! Where you got your information from... well I wish I knew!

2. Bill Gates is NOT smart! I've read all the Gates biographies and the only conclusion I ever came to was that he was a rich kid that got it lucky at the right time.

As for his products, they pretty much all suck (BIG TIME). A smart person would have produced produces many times more successfull had they a monopoly and that much cash. The fact they havn't only proves his stupidity!!

In regards to the "Better by Design"... well, I'm glad that AMD is finally learning marketing tactics. Its about time!

3:43 PM, January 10, 2007  
Anonymous edward said...

"Still Intel have the advantage with only Centrino laptops having WiFi and vPro PCs working with Office2007."

Centrino? You mean the wireless bundle whose performance even Intel engineers despise?

5:33 PM, January 10, 2007  
Anonymous Anonymous said...

"Centrino? You mean the wireless bundle whose performance even Intel engineers despise?"

Yeah wireless would be as ubiquitous (yeah I know that's a few syllables, perhaps even more so without that crappy Centrino, eh? I'm sure had it not been for Intel the wireless infrastructure would be much further along, no?

Folks on this board just don't get it - it's not always about the technically superior product, it's also about marketing, sales, manufacturing, time to market, enabling/pushing the industry...

So folks can say Centrino sucks but wireless would be nowhere near it is today had it not been for Centrino.

12:00 AM, January 11, 2007  
Anonymous edward said...

"So folks can say Centrino sucks but wireless would be nowhere near it is today had it not been for Centrino."

Wrong. Let me give you a few examples: soundcard, true-color graphics, 3D accelerators, webcams, compact CD/DVD writers, just name a few. Intel was never able to access these markets, yet they all prosper, some more than WiFi, even with smaller market size and relatively dimmer futuer (compared to wireless).

Even on WiFi, companies like Broadcom and Atheros are doing respectable jobs, with or without Intel's Centrino. Furthermore, today you can as easily buy a notebook with bluetooth, which afaik is not part of the standard Centrino platform.

2:42 PM, January 12, 2007  

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